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
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Anticipate double-digit growth in FY25 & FY26, believe there is demand for power generation: Shveta Arya, Cummins to CNBC-TV18
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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
GlenmarkPharma Says: From Concall👇
👉Maintain FY25 guidance for both revenue & margin
👉9MFY25 margin at 18%, will achieve FY25 guidance of 19%
👉FY26 margin will see an improvement of 1-1.5%
👉Will meet our guidance of FY25 domestic rev growth of 9-10%
👉None of the pending filings is from Indore unit which received observations
Guidance:
🎯 ARPOB: Expect ARPOB to be sustainable above 60,000 rupees.
Anticipate 4-5% growth in ARPOB going forward.
🎯 Apollo Health and Lifestyle: Break-even at the net level expected by Q1 FY26.
Target sustainable margins of 15%.
🎯 Apollo HealthCo: Expect margins to reach 7% in three years.
🎯 Apollo 24x7: GMV to reach 3 to 3500 crore.
🎯 Corporate Restructuring: Integration to be completed in three years.
🎯 Apollo 24x7: Emphasis on profitability over excessive growth.
💡 Stock Name : Apollo Hospitals Enterprise Ltd
Guidance:
🎯 Edible Oil: Expect to maintain around a 4% EBITDA margin. Expect to maintain roughly 10% market share.
🎯Home and Personal Care (HPC): Projected revenue of approximately 900 crore for the current fiscal year (for 5 months of operation).
🎯 Projected revenue of 3,000 to 3,200 crore for the next fiscal year. Expect margins to improve to 18% in the next quarter.
🎯 Non-Oil Business: Target of reaching 50% of revenue from non-edible oil products within four years.
Projecting to end the current fiscal year with a 10% margin in the food sector.
💡 Stock Name : Patanjali Foods Ltd
HEALTHCARE GLOBAL Q3 ; CEO Says Oncology business grew 24% post-MG hospital acquisition.
Kolkata center up 40%, South Bombay up 28%, with recovery expected in international business next quarter. MG Vizag consolidation strengthens regional presence.
HCG focuses on asset-light expansion, advanced tech, and patient-centric cancer care.
HEALTHCARE GLOBAL Q3 HIGHLIGHTS
Overall ARPOB stood at Rs. 44,284 vs. Rs. 42,788 in Q3FY24, a growth of 3.5%
Overall AOR stood at 62.1% vs. 59.8% in Q3FY24
Markets like Kolkata and Nashik grew by 40% and 29% YoY respectively
Nagpur& South Mumbai 28% & Ahmedabad grew by 26% YoY
BOROSIL RENEWABLES Q3 HIGHLIGHTS
Sales Growth: Revenue up 3.6% QoQ to ₹275.28 Cr, driven by 14% volume growth despite a 9% drop in selling prices.
EBITDA fell to ₹20.89 Cr (vs. ₹52.88 Cr in Q2FY25), impacted by lower glass prices, freight costs, and non-routine expenses.
Export Decline: Exports dropped to ₹16.02 Cr (6% of revenue) vs. ₹34.39 Cr (13%) in Q2FY25 due to weak demand and Chinese imports.
Net Loss: ₹8.64 Cr loss vs. ₹12.62 Cr profit in Q2FY25 and ₹11.04 Cr loss in Q3FY24.
9MFY25 Performance: Sales up 2.6% YoY to ₹782.71 Cr. EBITDA steady at ₹103.48 Cr (vs. ₹105.81 Cr in 9MFY24).
Exports Weak: Down to ₹72.84 Cr (9% of turnover) vs. ₹186.23 Cr (24%) in 9MFY24 due to Chinese competition.
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%
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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
Guidance:
🎯 Q4 Growth: The company expects low double-digit revenue growth in Q4.
🎯 Receivable Days: Receivable days are expected to return to the 40-45 day range.
🎯 Future Inorganic Growth: The company plans to continue to make inorganic growth moves in sectors that they are currently not operating in.
🎯 Quick Commerce Growth: The quick commerce sector is expected to grow exponentially, but the exact amount is unknown.
🎯 Q1 growth: Q1 growth should be lower double digit growth.
🎯 F26 margin range: The commentary mentions margin guidance for F26, but the actual numbers were not provided in the transcript.
💡 Stock Name : Rashi Peripherals Ltd
Guidance:
🎯 Expectation of Increased Global Orders: The management expressed hopefulness about expanding order inflow from international regions, suggesting potential future growth.
🎯 Continued Focus on Domestic Projects: They indicate they will continue to work on multiple domestic projects.
🎯 Continued focus on operational efficiencies: They have, and will continue to work on operational efficiencies to improve margins.
💡 Stock Name : Engineers India Ltd
Guidance:
🎯 Revenue Growth (FY25): Approximately 30%.
🎯 EBITDA Margin (FY25): 12-12.5%.
🎯PAT Margin (FY25): 5.9-6%.
🎯 Order Intake (FY25): 7,000-7,500 crore.
🎯 Order Book (End of FY25): Approximately 16,500 crore.
🎯 EBITDA Margin(International orders): 12.5% to 13.5%
🎯 EBITDA Margin(Domestic orders): 10.5% to 11%
🎯 FY26 growth: 25 to 30% top line growth.
💡 Stock Name : Transrail Lighting Ltd
HEALTHCARE GLOBAL Q3 HIGHLIGHTS
First CAR-T cell therapy completed successfully done at HCG Jaipur
Successful completion of first course on Managing Tumours of Infratemporal Fossa in HCG Aastha Cancer Centre, Ahmedabad
Best Oral Presentation by Dr Yash Jain, Department of Nuclear Medicine, at ARCCNM conference in Seoul, South Korea.
Dr Indoo Ammbulkar from HCG Borivali had authored the chapter on Leukaemia in the textbook of Principles and Practices of Geriatric Medicine 2025
Dr Trinanjan Basu from HCG Borivali has published in the International Geriatric
Radiotherapy Group publications titled "SBRT + Immunotherapy in Geriatric Cohorts"
Head and Neck Oncology Department of HCG Aastha Cancer Center and HCG Bangalore along with Department of Molecular Genomics Completed Thyropredict trial is completed.
Novel Yittrium Radiogel study commences with recruitment of first five patients
MOTILAL OSWAL ON Q3 RESULT SEASON
Modest Growth: Nifty-50 up 5% YoY, single-digit PAT growth for the 3rd straight quarter. MOFSL Universe earnings +6% YoY (vs. est. +7%).
Downgrades: Worst downgrade ratio since Q1FY21 (0.3x). 44% of companies missed estimates, 28% beat.
Slowing PAT Growth: Nifty-50 PAT up 4% in 9MFY25 (vs. 20%+ CAGR FY20-24). FY26 EPS cut by 1.4%, FY27E by 1.8%.
Valuations: Nifty trades at 19.3x forward P/E (below LPA of 20.5x). FY27E P/E at 16.7x vs. peak of 19.1x.
BOROSIL RENEWABLES Q3 ; GERMAN BIZ UPDATE
Operations: Running a 350 TPD furnace in Tschernitz, Germany, with two production lines.
Losses (H1FY25): Due to low demand, lower prices, and reduced production.
Reasons for Cooldown:
Solar module dumping from Southeast Asia.
Lack of government support for domestic manufacturing.
Sluggish EU market and cash flow challenges.
Operational Changes:
Temporary furnace cooldown (Jan 2025) with a potential restart when demand recovers.
Cold-end operations continue for pending orders with a minimal workforce.
Employees on short-time work (30% salary).
Situation to be reviewed post-Germany elections (Feb 2025).
