Kaushalya Logistics Ltd ; Co. has started operations at the Darbhanga depot in Bihar for ACC and Ambuja Cement (Adani Group) under the CCFA model.
This marks its 7th CCFA location, with ACC's depot being the 9th and Ambuja's the 10th. In FY 2024-25, KLL added 21 depots, bringing its total to 95, strengthening its cement logistics network.
➡️Risks & Challenges :
🔴Potential Risks :
👉While IGIL has a stronghold, GIA remains a key competitor.
➡️New entrants could disrupt pricing & market share.
👉SEBI regulations & government policies on lab-grown diamonds could impact growth.
➡️Changes in jewelry certification standards may require operational adjustments.
👉Global recessionary trends may impact luxury spending on diamonds & jewellery.
➡️IGIL operates in multiple geographies foreign exchange risks can affect profitability.
📌Key milestones include :
👉1975 : Founded in Antwerp, Belgium.
👉1980: First to issue jewelry identification reports globally.
👉1999 : First to provide certification & accreditation services in India.
👉2005 : First to offer certification reports for lab-grown diamonds (LGDs) globally.
👉2018 : Introduced the Dcheck System to screen diamonds.
👉2020 : Expanded education services to digital platforms.
👉2021 : Established in-factory labs for LGD growers in India.
👉2024 : Listed on Indian Stock Exchanges.
👉2025 : Celebrating 50 years of operations.
📌Key Ratios :
👉Market Cap : ₹ 17,587 Crs
👉Stock P/E : 40.0
👉ROCE : 43.1 %
👉ROE : 32.5 %
👉Debt to Equity : 0.01
👉Debt : ₹ 30.7 Crs
👉Promoter Holding : 76.55%
👉FIIs: 9.1%.
👉DIIs : 5.9%.
👉Public : 8.5%.
🏢Key Institutional Investors :
➡️Government of Singapore (1.4%).
➡️Nomura Funds (0.9%).
➡️Abu Dhabi Investment Authority (0.8%).
📌International Gemological Institute (India) Ltd 💎
👉A Company Analysis & #Q3FY25 Results analysis :
🏢About Company :
🔶IGIL Ltd is world's largest independent certification & accreditation services provider in the fields of Diamond, Gemstone & Jewelry
📌 Key Highlights :
👉Holds 50% market share in India in terms of certifications.
➡️33% global market share in diamond, studded jewelry & colored stone certifications.
💎65% market share in lab-grown diamond (LGD) certification, making it a global leader in the segment
Tamil Nadu Investors Association (TIA) - March 1st, 2025
1. Alivus Life Sciences / Glenmark Life - Maran Govindasamy - 884.9
2. Neuland Laboratories - Madanagopal Ramu - 10,693.75
3. Hitachi Energy - Balaji Vaidyanath - 11,284.35
4. JM Financial - Jatin Khemani - 92.29
5. Nuvama Wealth - Bhavin shah - 5,400.50
6. Kotak Mahindra Bank - Subash R - 1902.95
7. Venkys India - Viraj Mehta - 1635.9
8. Piramal Pharma - Naveen chandramohan 189.89
9. Timken India - Kunal Shah - 2474.2
10. Healthcare Global Enterprises - Aditya Khemka - 501.65
11. Mayur Uniquoters - Lalit Rathi - 468.55
12. Kitex Garments - Gunjan Kabra - 161.12
13. MPS Ltd - Yogesh Sundaram - 2364.90
14. CCL Products India - Puneet Khurana - 580.20
15. Vadilal Industries - Kiran Dhanwada - 3586.30
16. Ultramarine & Pigments - Rohit Balakrishnan - 436
17. Birla Corp - Ashwini Damani - 972.60
18. GOLD as an Asset Class (Gold Bees) - Naresh Katariya
19. Sanofi India - Karthik Ranganathan - 5011.55
20. Windlas Biotech - Ishmohit Arora - 763
21. Time Technoplast (357.45), Pennar Industries (156.75)- Kumar Saurabh
Must join this telegram channel for
All Company Conference Call Highlights
Jeena Sikho Lifecare: Riding the Ayurvedic Wave 🌿
🔹 CMP ₹1,720 | MCap ₹4,270 Cr
🔹 A leading Ayurvedic healthcare provider with 10+ years in the industry.
🔹 Sells herbal products under the “Shuddhi” brand, marketed directly to consumers.
Growth & Expansion 🚀
✅ Increased hospital beds from 1,277 to 1,530; occupancy up from 38% to 51%.
✅ Expanded to 100 cities in 21 states; adding 600 more beds soon.
✅ Aiming for 80% occupancy as operations scale.
Future Outlook 🔍
With Ayurveda’s popularity surging, Jeena Sikho’s aggressive expansion, rising occupancy, and new product launches position it for strong growth in holistic healthcare.
This is just an analysis, not a buy or sell recommendation—so don’t jump the gun! 😂📊💰
EPACK DURABLE Management Says Will grow >40% in FY26 with 7.5% margins - CNBCTV18
ACs and Coolers likely to do well for Co this summer
Air Fryers can be a 200 Cr biz opportunity for Co
PRESTIGE ESTATE: CO INFORMS INCOME TAX DEPARTMENT IS CONDUCTING A SEARCH AT THE REGISTERED OFFICE AND OTHER BRANCH OFFICES OF THE CO FROM FEB 25
Prestige Estates In Focus - Axis Cap Sees 52% upside
Axis Cap initiates Buy with TP of Rs 1810
Near-term recovery in sight; targets 34% CAGR in pre-sales over FY25-28E
On track to achieve multi-fold growth in annuity business
Balance Sheet and holding structure cleaned up, entering self-sustaining phase of growth
MUTHOOT FINANCE MD Says Opening Of New Branches Will Aid Loan Growth For Muthoot Finance
AUM Growth Will Be In The Range Of 25-30%
Purchasing Power Of People Needs To Improve
Expect 50-60bps Reduction In Cost Of Funds For Belstar MFI
Loan To Value Is 63% In Gold Loans
Incremental Lending Would Be Based On Current Gold Prices
Must join this telegram channel for instant stock market news 👇
/channel/+eGyBIduPgNY4OWE1
EPL limited says
👉 Indorama will nominate 1 board member, financial investor as of now with strategic motive
Guidance for business
🎯 Revenue growth in double digits with margin expansion
🎯 ROCE will head towards 20%
AGARWAL INDUSTRIAL GUIDANCE
Revenue: Targeting 20%+ YoY growth in revenue and volume.
Earnings: Aiming for 20% EPS CAGR, aligned with historical growth.
ROCE & ROI: Maintaining ~20%, consistent with past trends.
Industry: Indian bitumen market to hit $6.8B by 2032 (4.0% CAGR), driven by infrastructure projects. Bitumen imports rose 31% in 2023 to 3.42M tons.
📌Conclusion :
➡️IGIL is a market leader in diamond certification, with strong financials & growth potential.
👉Expanding global presence, tech investments & industry tailwinds make it a strong long-term investment.
➡️Risks exist in competition, regulations & macroeconomic factors, but the company’s leadership & strategy can compensate these concerns.
📌Industry Analysis & Growth Opportunities :
➡️Global Market Trends :
💎Diamond Jewelry Market :
👉Expected to grow from $100 billion to $140 billion (40% increase).
▶️95% of all polished diamonds globally come from India.
🔶India’s diamond jewellery market is expected to grow from $10 billion to $25 billion by CY28 @ 20% CAGR
💎India holds 60-70% market share in global diamond certification.
👉Lab-Grown Diamond (LGD) Market Growth :
➡️LGD production has increased from 3 million carats (2019) to 15 million carats (2023E).
🔶Projected to grow to 27-29 million carats by 2028.
▶️IGIL leads this segment with 65% of global LGD certifications.
📌Financial Performance (CY24 Consolidated) :
👉Revenue : INR 10,532 million (+17% YoY growth).
👉EBITDA : INR 5,997 million (+21% YoY).
👉PAT (Profit After Tax) : INR 4,273 million (+29% YoY).
👉EBITDA Margin : 57%
👉PAT Margin : 41%
📌Competitive Advantage :
➡️Pioneer in lab-grown diamond certification.
➡️ISO 17025 Certified Labs & Proprietary Technology.
➡️Trusted by leading luxury brands globally.
📌Global Presence :
➡️Operations across 10 countries, 31 labs & 18 gemology schools.
👉Serves 7,500+ customers, including 9 of the top 10 jewelry chains in India.
Good companies now available damn cheap
PE
Sanghvi Movers- 13.8
Kaushalya Logis- 13.8
Goodluck India- 12.98
Godawari Power- 12.89
Motil.Oswal.Fin.- 10.72
Krystal Int Ser- 10.43
Jindal Saw- 8.51
Tata Motors- 7.8
Taparia Tools- 0.21
Only for study no buy sell recommendation
(Price to Earning <15, Market Capt to Cash Flow <10 AND Return on equity >15%)
19 companies that are generating significant cash flows consistently
Shilchar Technologies Ltd
Man Infraconstruction Ltd
Natco Pharma Ltd
Kaveri Seed Company Ltd
Pix Transmission Ltd
Shriram Pistons & Rings Ltd
Fine Organic Industries Ltd
P I Industries Ltd
TajGVK Hotels & Resorts Ltd
Waaree Energies Ltd
Alkem Laboratories Ltd
Action Construction Equipment Ltd
Voltamp Transformers Ltd
Eicher Motors Ltd
Eureka Forbes Ltd
Ingersoll-Rand (India) Ltd
Bikaji Foods International Ltd
Honeywell Automation India Ltd
Siemens Ltd
Genus Power vs. HPL Electric:
The Smart Metering Battle in India ⚡️📊
India’s power sector is getting a digital facelift, and at the heart of this revolution are smart meters! 🚀 With the government aggressively pushing for modernization, two companies are leading the charge: Genus Power Infrastructures and HPL Electric and Power. But which one is better positioned to dominate the market? Let’s break it down. 👇
Meet the Smart Metering Contenders! ⚡️🏭
🔹 Genus Power Infrastructures (est. 1992) – A key player in smart metering, Genus is part of the Kailash Group and specializes in electricity, gas, and water meters. Beyond metering, they also handle power transmission & distribution projects, making them a major force in India’s energy tech space. 🚀🔌
🔹 HPL Electric & Power (est. 1992) – Based in Sonipat, HPL is a powerhouse in low-voltage electrical equipment. From smart meters and switchgear to lighting solutions and cables, they cater to both domestic & global markets. Their diversified portfolio gives them a strong edge in the electrical industry. 💡⚙️
Both companies are racing to lead India's smart metering revolution—who do you think has the upper hand? 🤔🏆
Order Book Showdown! 📜💰
🔥 Genus Power is sitting on a massive order book of ₹31,302 Cr (as of Dec 31, 2024)! 🚀 A big chunk (₹29,034 Cr) will be executed via a JV with Gemstar Infra, boosting execution power.
⚡️ HPL Electric isn’t far behind, securing orders worth ₹3,400 Cr (as of Feb 10, 2024), with 95% coming from metering solutions—a clear sign of strong demand!
Both companies have a solid pipeline, but Genus is leading the pack with sheer volume. Who do you think has the execution edge? 🤔🔍
Production Power ⚙️🏭
🔹 Genus Power cranks out 1 Cr+ smart meters yearly across its Jaipur, Haridwar, and Guwahati plants. ⚡️📟
🔹 HPL Electric goes big with 1.1 Cr meters, plus 2.6 Cr lighting units and 1.6 Cr switchgear units every year! 💡🔌
Both have serious manufacturing muscle, but who can scale faster to meet India's smart metering boom? 🚀🤔
Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Order Book, capex and stock information in detail @stockinfo33
Stock market statics and information @stockinfo3
All IPO Updates Live @ipoinfo3
All conference call and detail stock study @nilfaldu
AGARWAL INDUSTRIAL GUIDANCE
Revenue: Targeting 20%+ YoY growth in revenue and volume.
Earnings: Aiming for 20% EPS CAGR, aligned with historical growth.
ROCE & ROI: Maintaining ~20%, consistent with past trends.
Industry: Indian bitumen market to hit $6.8B by 2032 (4.0% CAGR), driven by infrastructure projects. Bitumen imports rose 31% in 2023 to 3.42M tons.
SYRM SGS Says On Track To Achieve EBITDA Margin Of 7% For FY25 - CNBCTV18
FY26 Consumer Biz Should Come Down From 40% Το 35%
Ordering Activity Is Not Seeing Any Slowdown
Current Year We Will Account For Rs 18-20 Cr Of Total PLI Benefit
Syrma SGS Technology says
FY26 Guidance 👉 Will grow faster than industry growth rate of 30-35% & expect to achieve 7.5% margins
🤩 Exports will grow +20% in FY26, and will cross Rs.1000cr
✅List of 40 Companies which delivered strong Q3
Ceinsys Tech
Frontier Springs
Associated Alcohol
RBZ
Sky Gold
Max Estates
V2Retail
India Shelter
MCX
ICIL
Pearl Global
AWFIS
TD Power
Skipper
Kalyan Jewellers
PN Gadgil
Home First
Prudent
Anand Rathi
Capri Global
Supriya Life
Sunteck Realty
Dam Capital
Signature Global
Godfrey Philips
JSW Infra
Muthoot Fin
Senores Pharma
Aeroflex
Ami Organics
Kfin Tech
Techno Electric
Blue Jet
PGEL
MPS
Goldiam
Vishnu Chem
Jindal Drilling
J.G. Chemical
Newgen
List shared only for informational purposes
Which one looks interesting at current valuations ?
In coming years, will more than quadruple our investment in Assam to ₹50,000 cr, Reliance will put AI-ready centres in Assam
Will double Reliance stores in assam to 800 from 400 in 5 years
Mukesh Ambani says at
Onesource Specialty Pharma says
Q4FY25 EBITDA will hit $20mn
3 year Guidance
👉 EBITDA at $160mn (40% margins)
👉 Will be debt free
See a big opprounity in GLP 1
