#NHPC powers ahead! ⚡️
Rs 13,000 cr capex for FY26, 14,000 MW under construction, #Parbati2 set for March 2025, and a renewable energy arm listing in 2 years
Big moves in hydro & renewables!
R.K. Chaudhary on CNBC-TV18
NHPC Management Says We will commission 800 Mw Project In Himachal Pradesh In Next Month
NHPC Management Says Lot Of Incentives For Hydro Power Sector From Government In India
Will Achieve 80-90% Of Capex Target
FY26 Capex Target Is ₹13,000 cr
NHPC Management Says will list our Renewable Subsidiary In Next 2 Years
Total Hydropower Capacity U/ Construction Is 14,000 MW, Out Of Which 9,300 MW Belongs To NHPC
ABB INDIA Says Operating Margin Improved Due To Pricing & Raw Material Efficiencies
Profit Margin Will Be 12-15%, Also Impacted By Forex Changes
We Saw An Indirect Impact Due To Muted Govt Spend
Order Backlog Is `9,350 Cr; Will Execute 65-70% In CY25
Renewables Segment Spend Continues To Expand
WHY SHOULD IT STOCKS BE IN FOCUS TODAY?
A.CAPGEMINI Q4CY2024 RESULTS
+VE FOR INDIAN IT STOCKS, COMMENTARY REMAINS STRONG
BFSI and Consumer Goods and Retail segment move into growth trajectory on YoY basis
With improvement in discretionary spending seen
North American markets continued recovery with help from BFSI segement
But problems in manufacturing vertical still remains (especially in Europe)
+
B. BOFA INDIAN IT SERVICES INDICATOR-JANUARY
Relatively stable in the month of January, post a downtick in each of the prior three months
Earnings revision for India IT and the corporate sentiment contributed positively to the index
Offset by the dip in PMI services index and global earnings revision
More prospects of acceleration in early part of CY25, given its 6-month lead to actual revenue performance
VALLIANT ORGANICS Q3 HIGHLIGHTS
Strong demand revival witnessed across all 3 key chemistries, ensuring good revenue EBITDA growth, although pricing pressures remain a challenge.
Strong production volume with improved utilizations, resulted in good revenue performance and cost controls lead to improvement in margins.
Gross Margins for the quarter improved by 200 bps YoY & QoQ, confirming efficiency gains, PAT Margins also improved significantly from the prior quarter and same period in previous year.
The Ahmedabad unit saw significant disruption due to the fire incident that took place on 22nd October 2024, leading to lower production levels. The unit has resumed operations since 20th Jan 2025.
BOROSIL LTD Says Have Always Guided For 15-20% CAGR Growth, Currently In The Middle Of That
Corporate Gifting Biz Got Impacted, Took Out 3-4% Of Sales Growth
Corporate Gifting From Pharma Cos Was Lower Vs Past Avgs
Corporate Gifting Biz Got Impacted, Took Out 3-4% Of Sales Growth
Guide For 20-22% EBITDA Margin In The Medium Term - CNBCTV18
BOROSIL LTD Says eCommerce Contribution Is In Double-digits For Co & Is Growing Manifold
Ad Spends At 8% Of Sales, Will Moderate To 6% Going Forward
EBITDA Margin Will Move To 21% By FY27
BOROSIL LTD Says There Is Competition In The Opalware Biz
Have Plans To Setup Non-glassware Plants In The Near Future
CRISIL ON INDIA SOLAR CELL SECTOR , Expect Capex Of 28,000-30,000 Cr
CRISIL Says 17 Out Of The 19 GW Renewable Capacity Was Executed Was Solar In FY24
Solar Modules & Cells Are Entirely Imported From China
Co's Like Waaree, Premier Engg, Adani Have Shown Interest For Back Integration
KUANTUM PAPERS Q3 CONCALL
FY25 has been challenging for the paper industry due to high imports, supply chain issues, and price corrections. Despite this, Kuantum achieved 1,25,000 MT in sales over nine months.
A cost-optimization plan targeting ₹40 Cr annual savings, including ₹15 Cr from AI-driven Project Nirmaan, was launched. Efficiency upgrades have also reduced chemical use and water consumption.
Kuantum launched a new Kuantum Korra variant with 90% agro-furnish, enhancing quality.
Despite market pressures, it maintained a strong EBITDA margin of 18.66% in Q3 and 22.02% YTD, aided by lower agro-pulp costs and efficiency gains. The ₹735 Cr mill expansion is on track for March 2026, increasing capacity by 50%.
Demand for writing and printing paper is expected to rise with the publishing season and government tenders.
ABB INDIA: CO SAYS CURRENT ORDER BOOK PROVIDE GROWTH VISIBILITY FOR NEXT 4 QTRS - CONCALL UPDATE
ABB INDIA: CO EXPECT LARGE ORDERS IN RAILWAYS, ,METALS, POWER DISTRIBUTION - CONCALL UPDATE
"Believe transmission is a long-term theme," says Nikhil Nigania of Bernstein
Читать полностью…
Anticipate double-digit growth in FY25 & FY26, believe there is demand for power generation: Shveta Arya, Cummins to CNBC-TV18
Читать полностью…
FY25 revenue target ₹900 Cr (35% margin), QIP for acquisitions, no open market buyback
ARIL & ARI expanding in simulation & marine, ₹800 Cr orders to be finalized by Q1FY26
ZenTech sees strong growth ahead!🚀
EVEREST KANTO Q3 : Chairman Says Strong CNG and industrial demand fueled growth. Q3 & 9M FY25 revenues rose 11% and 20%.
Domestic margins improved via inventory management, while international margins faced U.S. order challenges and Dubai’s tough market.
Focus remains on resilience and profitability.
India’s CNG market is growing, driven by eco-benefits, cost efficiency, and government support.
Expanding infrastructure and hybrid CNG tech boost its role in clean energy.
With a strong foundation, we focus on innovation, global expansion, and market leadership.
AJAX ENGINEERING Management Says Gross Margin Will Stabilise At 27-28%
12% Growth Due To Prolonged Monsoon, Slowing Cement Growth
Have Given Growth Guidance Of 15-18%
‘Won't be impacted by higher US tariffs'- it is not possible for US customers to shift supply chains overnight’ SamvardhanaMotherson management discusses Q3 earnings & potential fallout of US reciprocal tariffs on Indian auto component exporters
Says 18% of the co’s revenue comes from USAID
Pankaj Mital on CNBC-TV18
VERY POSITIVE REPORT ON CRDMO SPACE BY MACQUARIE HEALTHCARE & PHARMA TEAM
Initiate OUTPERFORMS on DIVIS, SUVEN , BLUEJET & SYNGENE
Syngene
TP Rs 835
Benefits from biotech funding recovery, supply chain de-risking, & higher pharma outsourcing.
Expect its medium-term earnings to materially improve as its increasing capabilities are matched by higher capacity expansion/utilisation.
Blue Jet Healthcare
TP Rs 1000
Rapidly moving up value chain in its core contrast media business, fuelling significant top- & bottom-line growth.
Suven Life
TP Rs 1500
Benefits from high-growth cutting-edge CDMO segments and its proven track record to drive traditional business.
Divis Labs
TP Rs 7400
CO largest CDMO firm in India and works with the majority of top-20 global innovator-pharma companies on small-molecule products.
AXIS Capital Says Telecom Industry Is In A Good Position With Bharti As A Market Leader
British Telecom Dividend Yield Vs Bharti Ent Interest Payments Are Equitable
Bharti EBITDA CAGR Seen At 18-19% Over The Next 3 Yrs
ABB India sees strong growth ahead!
With 25% revenue CAGR, expanding renewables, and Rs 9,350 cr order backlog, future looks bright
Expect 65-70% execution in CY25
Says Sanjeev Sharma on CNBC-TV18
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PREMIER EXPLOSIVES Q3 CONCALL
This financial year won't exceed ₹500 crore Revenue, but next year looks stronger and will surpass it.
The export order is expected to reach ₹200 crore, while the domestic BrahMos order will continue growing and may reach ₹200 crore in 3–4 years.
Margins vary based on product mix, with EBITDA expected between 15% and 20%.
ABB INDIA MUTED TAKEAWAYS FROM ANALYST MEET
KEY WORRIES
GROWTH IS MODERATING (HIGH BASE EFFECT ALSO IN PLAY)
SEEING COMPETITION FROM CHINESE PLAYERS , PRICING PRESSURE SEEN
SEEING ORDER SLOWDOWN – TRANSIENT RATHER THAN STRUCTURAL
VST TILLERS Q3 CONCALL
Tractor growth is on track for year-end. Strong February and March expected.
January faced cash flow issues, delaying billing. Orders should materialize in Q4 for a strong quarter.
Outlook
FY26 growth target: 20-25% revenue increase.
Expansion in exports, higher HP tractors, and new product categories.
International expansion remains a priority, but India remains the core market.V.S.T. TILLERS TRACTORS: CO SAYS GROWTH OF 25- 30% BY FY27 - ECT
ABB INDIA CONCALL
There Will Be Growth Moderation Before Next Cycle Of Growth Starts
Evaluating inorganic growth opportunities by using cash pile
Zen Technologies says
FY25 Guidance
👉 Revenue at Rs.900 cr, 35% margin
👉 Working Capital at 200 days
❌ Promoter has no plan to buy shares
Guides that topline to grow at average CAGR of 50% for next 3 years 👍
BOROSIL RENEWABLES Says Expect Q4 EBITDA Margin To Be Between 25-30%
Читать полностью…
CUMMINS: CO ANTICIPATE DOUBLE DIGIT GROWTH IN FY25 & FY26 - CNBC TV18
CUMMINS: CO BELIEVE THERE IS DEMAND FOR POWER GENERATION - CNBC TV18
Citi on Hindustan Unilever
Maintain Buy with target price of Rs 2,850
Company expects demand trend moderation to continue over the near-term
Expects to maintain EBITDA margin close to the lower-end of the targeted 23-24% range
BEML says
🎯 FY25 revenues are likely to be higher than FY24 depsite degrowth in first 9 months
👍 Margins will improve
👍 Working capital days will come down from Q3FY25 levels
Order inflow at record ₹6,000 Cr, another ₹3,000 Cr expected in Q4
Strong growth ahead in Rail & Metro Biz
On track to achieve ₹18,000 Cr orderbook guidance for FY25
Shantanu Roy, BEML on CNBC-TV18
"Margins have declined as the company is making investment in integrated care business," says Sandhya J of Narayana Health
These are the statements on the reason for impact in international business, realisation growth, decline in patient footfall and more
