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Fundamental Analysis (Long term)

Coming up next Good Quaterly Result will try to share

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Fundamental Analysis (Long term)

Bhansali added that stable cash flow coming from the company's B2B operation in the US is aiding investments in brands and retail stores in India.

In the US, Goldiam primarily caters to middle- to premium-income retailers.

"That (support from the US business) is allowing us to invest in a brand and a retail store in India," he explained.

"We have plans to enhance the store fleet to 150 to 200 stores within 3 to 5 years.

Again, that will be pulled in as a result of the first increase in COCO (Company Owned, Company Operated) stalls, but down the road, the next couple of calendar years, opening up to franchises as well.

Today, 100% of all our plans are COCO stalls and every fleet expansion that we are currently looking at will be undertaken
by equity at Goldiam itself," Bhansali mentioned.



When asked about where he plans to get the funds for this store expansion, Anmol Bhansali said that the company is yet to discuss the long-term plans.

However, for FY25, the funding for opening stores in 2025 will most likely be done through internal accruals.


"At the moment there are no discussions. For this calendar year, we will most likely be
looking at internal accruals unless we have an outstanding opportunity available to us.

It's dependent on what the board sees value being available in and then the performance of Origem, how we want to fuel its growth and how fast we want to fuel its growth to take it further," he added.

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Fundamental Analysis (Long term)

#Goldiam International aims to expand store fleet to around 150–200 within next three to five years

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Fundamental Analysis (Long term)

Textiles

Export of ready-made garments from India in January 2025 was at the highest level in the last 34 months.

Must Join 👇
@wealthcreator7

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Fundamental Analysis (Long term)

Good morning friends

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Fundamental Analysis (Long term)

EPACK DURABLE Says Despite the shortage of compressors, there is no shortage in product supply

Guidance for more than 50% growth going forward

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Fundamental Analysis (Long term)

GL Says See No Need For Further Price Hike Or Cut - ETNOW

MGL Says May Achieve 13-14% Volume Growth YoY For FY25

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Fundamental Analysis (Long term)

Maharashtra Seamless says

FY25 Seamless guidance 👉 4.35 lkh tns with EBITDA/tn at ₹16500/tn

Promoters have been buying shares from open market, desire to increase holding to 75% vs 68%

💸 Looking at best use of cash in books

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Fundamental Analysis (Long term)

'FY25 Margin will hover around 19.9%', says Shujaul Rehman, CEO, GarwareTechnicalFibres.

Tells that they intend to grow
#Profit in the range of 15-20%.

https://youtu.be/7qvLS2Do28g?si=dM6v0EibZstKXWZW

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Fundamental Analysis (Long term)

MAHARASHTRA Seamless Management Says See Volume Growth Of 7-8% In FY25

Expect To Dispatch 5 Lk Tonnes Of Seamless Pipes In FY27

See Volume Growth Of 7-8% In FY25 For Seamless Pipes Biz

No Change In Orderbook As We Have Been Able To Replenish Orders - CNBCTV18

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Fundamental Analysis (Long term)

CAMLIN FINE PRESENTATION Q3

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Fundamental Analysis (Long term)

Good Morning friends

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Fundamental Analysis (Long term)

All company conference calls summary you get

Don't miss to Join👇
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Fundamental Analysis (Long term)

GARWARE TECHNICAL Says Outlook For Q4 Will Be A Strong Quarter

GARWARE TECHNICAL Says FY25 Margins Will Hover Around 19.9% With Solid Growth

Geosynthetics Has Increased From 10% Of Sales To 15% Of Sales - CNBCTV18

GARWARE TECHNICAL Says Fibre & Industrial Products Contribution Has Been Increasing To 15%

Domestic Contribution Is 40%, Could Increase To 45% Over Next Few Years

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Fundamental Analysis (Long term)

CDMO sector undervalued per brokerages.

Beyond Divis/Syngene, we found 16 cos with >30% CRAMS revenue.

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Fundamental Analysis (Long term)

☀️ FII BUYING STOCKS

👉15 STOCKS WHERE FII HAVE INCREASED STAKE MORE THAN 5%

1. Mercury Trade Links

⚡Market Cap: ₹ 33.1 Cr.
⚡Current Price: ₹ 24.3
⚡FII holding: 31.5 %
⚡Chg in FII Hold: 9.48 %

2. GE Vernova T&D India Ltd

⚡Market Cap: ₹ 36,268 Cr.
⚡Current Price: ₹ 1,416
⚡FII holding: 12.0 %
⚡Chg in FII Hold: 5.22 %

3. One Point One Ltd

⚡Market Cap: ₹ 1,251 Cr.
⚡Current Price: ₹ 49.0
⚡FII holding: 16.5 %
⚡Chg in FII Hold: 13.3 %

4. GMM Pfaudler Ltd

⚡Market Cap: ₹ 5,015 Cr.
⚡Current Price: ₹ 1,116
⚡FII holding: 19.7 %
⚡Chg in FII Hold: 5.05 %

5. Elitecon International Ltd

⚡Market Cap: ₹ 24.9 Cr.
⚡Current Price: ₹ 206
⚡FII holding: 38.3 %
⚡Chg in FII Hold: 22.8 %

6. Mos Utility Ltd

⚡Market Cap: ₹ 621 Cr.
⚡Current Price: ₹ 249
⚡FII holding: 19.0 %
⚡Chg in FII Hold: 18.0 %

7. Sudarshan Pharma Industries Ltd

⚡Market Cap: ₹ 792 Cr.
⚡Current Price: ₹ 32.9
⚡FII holding: 13.1 %
⚡Chg in FII Hold: 11.7 %

8. Home First Finance Company India

⚡Market Cap: ₹ 8,394 Cr.
⚡Current Price: ₹ 934
⚡FII holding: 37.9 %
⚡Chg in FII Hold: 12.3 %

9. Himatsingka Siede

⚡Market Cap: ₹ 1,614 Cr.
⚡Current Price: ₹ 128
⚡FII holding: 12.1 %
⚡Chg in FII Hold: 8.74 %

10.Pashupati Cotspin Ltd

⚡Market Cap: ₹ 992 Cr.
⚡Current Price: ₹ 629
⚡FII holding: 10.1 %
⚡Chg in FII Hold: 9.69 %

11. Sammaan Capital Ltd

⚡Market Cap: ₹ 9,871 Cr.
⚡Current Price: ₹ 119
⚡FII holding: 27.4 %
⚡Chg in FII Hold; 7.64 %

12. Lerthai Finance Ltd

⚡Market Cap: ₹ 29.1 Cr.
⚡Current Price: ₹ 415
⚡FII holding: 16.1 %
⚡Chg in FII Hold: 16.1 %

13. Balaji Telefilms Ltd

⚡Market Cap: ₹ 688 Cr.
⚡Current Price: ₹ 57.7
⚡FII holding: 25.2 %
⚡Chg in FII Hold: 6.71 %

14. IDFC First Bank Ltd

⚡Market Cap: ₹ 44,432 Cr.
⚡Current Price: ₹ 60.6
⚡FII holding: 27.1 %
⚡Chg in FII Hold: 7.55 %

15. Indiabulls Enterprises Ltd

⚡Market Cap: ₹ 355 Cr.
⚡Current Price: ₹ 18.0
⚡FII holding: 17.2 %
⚡Chg in FII Hold: 17.1 %

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Fundamental Analysis (Long term)

Goldiam International Ltd. aims to expand its store fleet to around 150-200 within the next three to five years.

Speaking to NDTV Profit, the company's Managing Director, Anmol Bhansali, said that they are looking to add 20 to 25 stores, predominantly in three to four metro regions, by the end of the calendar year 2025.

"We have plans to open 20 to 25 stores in the calendar year 2025, not FY25, which is dominant and focussed in all 3-4 metro regions of India," he said.

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Fundamental Analysis (Long term)

Now that the Dec-24 results season is over, let’s look at companies with EXCELLENT RESULTS!

CLEAN ENERGY
1. Alpex Solar
2. Australian Premium
3. KP Energy
4. KPI Green Energy
5. Shakti Pumps
6. Websol

TELECOM / SOLAR / POWER INFRA
7. Advait
8. Transrail Lighting
9. Viviana Power

CONSUMPTION
10. Cantabil Retail
11. Khazanchi Jewellers
12. Kings Infra
13. MRP Agro
14. PN Gadgil
15. PNGS Gargi
16. Sky Gold
17. Thomas Scott
18. Vintage Coffee
19. Integrated Industries

CAPITAL GOODS - ELECTRICAL EQUIPMENT
20. Bharat Bijlee
21. Genus Power
22. Indo Tech Transformers
23. KRN Heat Exchanger
24. Power Mech Projects
25. Shilchar Technologies
26. Skipper
27. TD Power Systems
28. Transformers & Rectifiers

CAPITAL GOODS - NON-ELECTRICAL EQUIPMENT
29. Action Construction Equipment
30. Balu Forge
31. Crown Lifters
32. D&H India
33. Kilburn Engineering
34. Tega Industries
35. Tembo Global
36. Texmaco Rail
37. Rungta Irrigation

5G
38. Frog Cellsat
39. Kore Digital
40. Tejas Networks
Copied from stockaajorkal telegram channel
DEFENCE
41. Apollo Micro
42. Premier Explosives

INFORMATION TECHNOLOGY
43. Ceinsys Tech
44. Cigniti Technologies
45. One Point One Solutions
46. Zaggle Prepaid
47. Genesys International
48. DC Infotech

TECH PLATFORM
49. Cartrade Tech
50. Vasa Denticity

NBFC
51. Emerald Finance
52. Home First

SHIPPING / LOGISTICS
53. S J Logistics
54. Tara Chand

SPECIALITY CHEMICALS
55. Sigachi Industries
56. Vishnu Chemicals

DIVERSIFIED COMMERCIAL SERVICES
57. EFC (I)
58. ANI Integrated
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HEALTHCARE - HOSPITALS / DIAGNOSTICS
59. One Global Service Provider

EPC
60. RBM

HOTELS AND HOSPITALITY
61. Kamat Hotels

MARINE SERVICES
62. Knowledge Marine

OIL & GAS
63. Deep Industries

REALTY
64. Capacite

STEEL PRODUCTS
65. Aeroflex Industries

SUSTAINABILITY AND RECYCLING
66. Gravita

WIRES AND CABLES
67. Dynamic Cables

MISCELLANEOUS
68. Swan Energy
69. Refex Industries


JOIN for more updates
@Fundamental3

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Fundamental Analysis (Long term)

Now that the Dec-24 results season is over, let’s look at companies with EXCELLENT RESULTS!

CLEAN ENERGY
1. Alpex Solar
2. Australian Premium
3. KP Energy
4. KPI Green Energy
5. Shakti Pumps
6. Websol

TELECOM / SOLAR / POWER INFRA
7. Advait
8. Transrail Lighting
9. Viviana Power

CONSUMPTION
10. Cantabil Retail
11. Khazanchi Jewellers
12. Kings Infra
13. MRP Agro
14. PN Gadgil
15. PNGS Gargi
16. Sky Gold
17. Thomas Scott
18. Vintage Coffee
19. Integrated Industries

CAPITAL GOODS - ELECTRICAL EQUIPMENT
20. Bharat Bijlee
21. Genus Power
22. Indo Tech Transformers
23. KRN Heat Exchanger
24. Power Mech Projects
25. Shilchar Technologies
26. Skipper
27. TD Power Systems
28. Transformers & Rectifiers

CAPITAL GOODS - NON-ELECTRICAL EQUIPMENT
29. Action Construction Equipment
30. Balu Forge
31. Crown Lifters
32. D&H India
33. Kilburn Engineering
34. Tega Industries
35. Tembo Global
36. Texmaco Rail
37. Rungta Irrigation

5G
38. Frog Cellsat
39. Kore Digital
40. Tejas Networks
Copied from stockaajorkal telegram channel
DEFENCE
41. Apollo Micro
42. Premier Explosives

INFORMATION TECHNOLOGY
43. Ceinsys Tech
44. Cigniti Technologies
45. One Point One Solutions
46. Zaggle Prepaid
47. Genesys International
48. DC Infotech

TECH PLATFORM
49. Cartrade Tech
50. Vasa Denticity

NBFC
51. Emerald Finance
52. Home First

SHIPPING / LOGISTICS
53. S J Logistics
54. Tara Chand

SPECIALITY CHEMICALS
55. Sigachi Industries
56. Vishnu Chemicals

DIVERSIFIED COMMERCIAL SERVICES
57. EFC (I)
58. ANI Integrated
Copied from stockaajorkal telegram channel
HEALTHCARE - HOSPITALS / DIAGNOSTICS
59. One Global Service Provider

EPC
60. RBM

HOTELS AND HOSPITALITY
61. Kamat Hotels

MARINE SERVICES
62. Knowledge Marine

OIL & GAS
63. Deep Industries

REALTY
64. Capacite

STEEL PRODUCTS
65. Aeroflex Industries
Copied from stockaajorkal telegram channel
SUSTAINABILITY AND RECYCLING
66. Gravita

WIRES AND CABLES
67. Dynamic Cables

MISCELLANEOUS
68. Swan Energy
69. Refex Industries


JOIN for more updates
@Fundamental3

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Fundamental Analysis (Long term)

IOC says

👍 Confident of receiving subsidy relief for LPG
🤩 Signs of demand improved in Q4 vs Q3/Q2
👍 Diesel cracks are improving; GRMs are recovering and looking better in Q4

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Fundamental Analysis (Long term)

Chalet Hotel says Have Close To 3,200 Keys Currently With 1,100 Under Development

Will Take On An Additional ₹500 Cr Debt As Per Deal With Westin Rishikesh CNBCTV 18

Chalet Hotel says Cost Of Borrowing At 8.5% CNBCTV 18

Chalet Hotel says Hospitality Industry Will Grow >10% On A RevPAR Basis - CNBCTV 18

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Fundamental Analysis (Long term)

Indag Rubber Q3 ; Co. says We are optimistic about Q4FY25 and FY26 growth, driven by Expanding dealer and fleet owner accessibility

Rising demand for cost-effective retreading solutions

Sustainability focus due to EPR regulations

Strong distribution network

With rising fuel and tyre costs, our solutions are increasingly attractive, positioning Indag for market recovery.

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Fundamental Analysis (Long term)

Steel strong growth!

Maharashtra Seamless expects a 7-8% surge in FY25, dispatching 4.5L tonnes by FY26

Promoters eye 75% stake—big moves ahead📈

Kaushal Bengani on CNBC-TV18

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Fundamental Analysis (Long term)

‘Importing more LNG from US will be good for India- cost won’t be a worry due to stable Henry Hub Pricing’ Mahanagar Gas MD Ashu Shingal discusses pricing outlook with APM gas supply being restored to 51%. Says co expects 10-11% volume growth and margin of Rs 9-11 per SCM in the coming year

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Fundamental Analysis (Long term)

Vertical integration

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Fundamental Analysis (Long term)

PROMOTER BUYING ; MAHARASHTRA SEAMLESS - 549900 shares - 0.41% equity

DEEPAK NITRITE - 27100 shares (second day of buying)

Godrej Properties - 75586 shares

JSPL - 44350 shares

B.L.KASHYAP AND SONS - 20000 shares

KEWAL KIRAN CLOTHING - 10000 shares

NCC - 306853 shares

SAGAR CEMENTS - 7566 shares

USHA MARTIN - 25000 shares

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Fundamental Analysis (Long term)

Transformers and Rectifiers - TRIL

Revenue Guidance
FY25 👉 ₹2000 cr
FY26 👉 ₹3500 cr

PAT to hit Rs.500cr in 2 years

Demand Supply gap persists for transformers!

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Fundamental Analysis (Long term)

From IPO ups & downs to building a profitable fintech powerhouse 💡📈 MobiKwik is bullish on the future with tech-driven efficiency & growth in BFSI! 🚀

Upasana Taku & Bipin Preet Singh with ShereenBhan on CNBC-TV18

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Fundamental Analysis (Long term)

Hospital chain KIMS aims to double revenue in 2-3 years through expansion

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Fundamental Analysis (Long term)

14-15% earnings growth in FY26 can still be delivered," says Vikas Khemani of Carnelian Asset Management

These are his views on the outlook for the year, banks, RBI policy pivots and more

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