Fundamental Analysis (Long term)

03 Jun 2025 05:19

Key Manufacturer's in the Pipe Industry are

Indian Players:

Welspun Corp, Man Industries, Jindal Saw, APL Apollo, Maharashtra Seamless, Tata Steel

Overseas Players:

Tenaris, ArcelorMittal, Evraz, Aliaxis, EEW Group, Chelpipe Group, Vallourec, Nippon Steel Corp etc.

Fundamental Analysis (Long term)

03 Jun 2025 05:18

How do projects cover long distances using Seamless Pipes?

Seamless pipes are manufactured by extruding or piercing a solid billet of steel into a hollow tube without any seam or welding

Seamless pipes do have limitations in length

Fundamental Analysis (Long term)

03 Jun 2025 05:18

Steel tubes and pipes are composed of steel that typically possess a hollow interior

These products can be manufactured in diverse shapes, sizes, and grades

1) Carbon steel
a) SAW Pipe
b) ERW Pipe
c) Seamless

2) Stainless Steel

3) DI Pipes

Fundamental Analysis (Long term)

03 Jun 2025 05:17

What are Large Diameter Pipes?

Typically refer to pipes with diameter greater than 300 mm (12 inches).

Specific size range can vary depending on industry, but in most infrastructure contexts, pipes from 300 mm up to 3,000 mm and beyond are considered large diameter

Fundamental Analysis (Long term)

03 Jun 2025 04:40

Infosys announced its annual report for FY25.

- Infosys reported strong FY25 results with revenue growth of 6.1% YoY, constant currency growth of 4.2% YoY.

- Operating margin was at 21.1%. 💰

- The company is focused on AI and cloud with initiatives like Infosys Topaz. ☁️

- The company also announced a dividend of ₹43 per share. 💸

- The company has maintained a strong liquidity position with consolidated cash and investments of ₹47,549 crore.

- The company is committed to ESG with a focus on climate change, diversity and inclusion and employee well-being. 🤝

- The company has been recognized as one of the world’s most ethical companies.

@fundamental3

Fundamental Analysis (Long term)

03 Jun 2025 02:51

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Fundamental Analysis (Long term)

02 Jun 2025 19:43

FY26 ORDER INTAKE ALREADY CROSSES 1600 CR

Fundamental Analysis (Long term)

02 Jun 2025 08:10

🗣 CFO Ravi Kumar:
“Working capital is stuck in CDMO projects with long lead times... and FDF exports add to receivables.”

Triggers to Track
✅ CDMO wins in Animal Health & Crop
✅ Vizag Bio-fermentation plant commissioning (end FY26)
✅ FDF scale-up from Q3FY26 (new partner + expansion)
✅ Asset utilization lift (target >1.2x)
✅ EBITDA margin sustainability >25%

🗣 Dr. Chava:
“Our FDF expansion in US/Canada and with CMO partners will pick up meaningfully from Q3FY26.”

Strategic Levers
🔹ImmunoACT → 2,500 CAR-T capacity ready by Sep’25
🔹Animal API facility (MB3) live
🔹Crop science unit commercialized
🔹KRKA JV in place for EU expansion
🔹Technologies: Peptides | Biocatalysis | Flow Chemistry


🗣 Dr. Chava:
“We are now getting projects where we design and supply enzymes for Big Pharma - that is a huge shift.”

🧭Investors Compass View
🔹Infra ready
🔹Platform validated
🔹Now comes operating leverage & client stickiness

📌 Watch for:
🔹CDMO share hitting 35-40%
🔹Margin + ROCE lift
🔹Bio-CDMO monetization
🔹PAT & FCF scale-up from FY26
- The machine is primed. FY26 will test its rhythm.

Fundamental Analysis (Long term)

02 Jun 2025 08:09

Bull Case: Flywheel Gains Momentum
🔹₹3,200 Cr capex cycle done (FY22-25)
🔹R&D infra ready (2L+ sq.ft Genome Valley site)
🔹FY26 triggers:
 - Vizag fermentation site (₹250 Cr)
 - ImmunoACT CGT facility (2,500-patient capacity by Sept’25)

🗣 Dr. Chava:
“The overlap of biology and chemistry is a clear winner... our enzyme engineering and flow capabilities are now commercial.”
🔹 Asset Turns: 0.83x (FY25) → Target: 1.5x
🔹 FDF growing as a margin stabilizer
🔁 Margins already rebounding:
 → EBITDA margin: FY25 20.1% | Q4 27.7%

Bear View: Scale Challenges Remain
🔸Bio-CDMO (Laurus Bio) flat at ₹160 Cr
🔸Working capital elevated due to CDMO delivery cycles
🔸ROCE still muted at 9.7% (despite ₹3,200 Cr in capex)
🔸PAT: ₹358 Cr (↑122%) - CDMO yet to fully reflect in bottom line
🔸ARV still dominant at ₹2,559 Cr (~45% of revenue)

Fundamental Analysis (Long term)

02 Jun 2025 08:08

Laurus Labs: CDMO Pivot in Progress

- FY25 = inflection.
- From ARV dependence to CDMO dominance.

- Infrastructure ✅ Pipeline ✅
- Execution? Now begins.

FY25 Snapshot
🔹CDMO Revenue: ₹1,534 Cr (↑42%)
 - Small Molecule: ₹1,374 Cr (↑49%)
- Bio-CDMO (Laurus Bio): ₹160 Cr (flat YoY)
🔹CDMO mix: 28% of total revenue (vs 13% in FY20)
🔹Generic API: ₹2,438 Cr (↓4%)
🔹FDF: ₹1,582 Cr (↑12%)
🔹ARV: ₹2,559 Cr (flat YoY | 45% mix vs 67% in FY20)

Fundamental Analysis (Long term)

01 Jun 2025 10:26

https://youtu.be/r40aOEt4us8

Fundamental Analysis (Long term)

31 May 2025 15:21

SENCO GOLD FY26 GUIDANCE

Shining roadmap for profitable growth

🔹 Double-Digit Growth: Continued revenue momentum after 20.7% rise in FY25
🔹 Retail Expansion: More franchisee + company-owned stores, focus on Tier 3/4 towns
🔹 Digital Boost: Scaling My DigiGold, My DigiSilver, and e-com to drive sales
🔹 High-Margin Mix: Push for diamonds, polki, lightweight & lab-grown (Sennes)
🔹 Margin Focus: EBITDA to improve via ops efficiency + asset-light growth
🔹 Inventory Play: Better stock turnover with analytics & demand forecasting
🔹 Risk Guard: Tight grip on gold price risks, sourcing & cost optimization

📌 Gold retailing meets smart execution in FY26

Fundamental Analysis (Long term)

31 May 2025 11:01

INDO COUNT FY26 GUIDANCE

■ Volume and margin guidance deferred amid ongoing U.S. tariff uncertainty leading to strategy and portfolio re-jig by Retailers in U.S.

■ Witnessing similar volume and value trends in Q1FY26

■ Revenue expected to improve from H2FY26 driven by clarity on tariff structure:

Launch of Wamsutta brand

Deeper penetration of licensed portfolio

Rising utilization in utility bedding segment

■ Expect increase in advertising & marketing spends in H1FY26 in preparation for Wamsutta launch in Q2FY26; partially to be offset by sales in Wamsutta brand

Fundamental Analysis (Long term)

30 May 2025 13:29

QUALITY POWER Management Says Just Got A Contract From A Local Body In Hong Kong

Expect To Win Another ₹500 Cr Order During The Yr Which Will Add To Orderbook Of ₹750 Cr - CNBCTV18

Fundamental Analysis (Long term)

30 May 2025 11:03

SENCO GOLD Management Says Grew 18-19% In April-May, Will Maintain This Growth For FY26 - CNBCTV18

Fundamental Analysis (Long term)

03 Jun 2025 05:19

Globally, Large Diameter Pipe industry (include steel (carbon steel, alloy steel, and stainless steel) was worth $108.1 Bn in 2023

It is anticipated to grow to $145 Bn by 2030 at a CAGR of 4.28%

Till 2020, Indian Steel pipe market was estimated to be Rs 50,000-55,000 Cr

Fundamental Analysis (Long term)

03 Jun 2025 05:18

Steel pipes are widely preferred in infrastructure and industrial projects due to their superior strength, high pressure bearing capacity and long-lasting performance

The key types of steel pipes commonly used are outlined in the table below:

Fundamental Analysis (Long term)

03 Jun 2025 05:18

Why Are Large Diameter Pipes Needed?

# Water (municipal water supply, irrigation)
# Natural gas and crude oil (cross-country pipelines)
# Slurry/Industrial waste
# City gas distribution
# Sewerage & drainage systems
# Thermal & nuclear power plants
# Desalination

Fundamental Analysis (Long term)

03 Jun 2025 05:17

There are many listed cos. from Pipes industry space

Large Dia. pipe industry is witnessing strong demand. Expansion of gas grid, CGD networks, river-linking projects, and state-led water projects are key growth drivers

Fundamental Analysis (Long term)

03 Jun 2025 04:00

🔔Stock Market Live News

📈Corporate updates

📣 All quaterly result update

🎙Block / Bulk deal

🔍And many more at one place

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Fundamental Analysis (Long term)

02 Jun 2025 19:43

TOTAL ORDER BOOK : 15085 CR

Fundamental Analysis (Long term)

02 Jun 2025 19:43

TRANRAIL GOT ORDER 534 CR

Fundamental Analysis (Long term)

02 Jun 2025 08:09

🗣 CFO Ravi Kumar:
“Working capital is stuck in CDMO projects with long lead times... and FDF exports add to receivables.”

Triggers to Track
✅ CDMO wins in Animal Health & Crop
✅ Vizag Bio-fermentation plant commissioning (end FY26)
✅ FDF scale-up from Q3FY26 (new partner + expansion)
✅ Asset utilization lift (target >1.2x)
✅ EBITDA margin sustainability >25%

🗣 Dr. Chava:
“Our FDF expansion in US/Canada and with CMO partners will pick up meaningfully from Q3FY26.”

Strategic Levers
🔹ImmunoACT → 2,500 CAR-T capacity ready by Sep’25
🔹Animal API facility (MB3) live
🔹Crop science unit commercialized
🔹KRKA JV in place for EU expansion
🔹Technologies: Peptides | Biocatalysis | Flow Chemistry

Fundamental Analysis (Long term)

02 Jun 2025 08:08

🗣 Dr. Satya Chava:
“We are working on 110+ active CDMO projects... 90+ in human health, 15+ already commercial.”
“We’ve seen 1.5x expansion in our client base YoY.”

Fundamental Analysis (Long term)

02 Jun 2025 06:01

INDIAN DATA CENTER BOOM

Source: ANANTRAJ PRESENTATION

Fundamental Analysis (Long term)

31 May 2025 15:22

#CDMO companies Capex , FY26 Triggers , FY27 EPS estimates
1) Divis lab
2) Laurus lab
3) Blue jet
4) Ami organics
5) Aarti pharmalab

Fundamental Analysis (Long term)

31 May 2025 11:01

INDO COUNT Q4 ; Chairman Says Strategic transformation and deeper presence in US market.

Expanded portfolio, boosted capacity, and brand-led initiatives.

India-UK Free Trade Agreement to fuel UK market growth.

Challenges ahead due to macro/geopolitical uncertainties.

FY26 focus: sharper execution, integration, and expansion in high-potential categories and geographies.

Fundamental Analysis (Long term)

31 May 2025 05:09

Good morning friends

Fundamental Analysis (Long term)

30 May 2025 11:03

SENCO GOLD Management Says Diamond Biz Should See 20-25% Growth - CNBCTV18

Grew 18-19% In April-May, Will Maintain This Growth For FY26

Margin Was Lower In FY26 Due To Customs Duty Impact

Consumer Will Opt For Diamonds If Gold Prices Remain At An All-time High

Small Sized Diamonds Are 90% Of Biz For Co, Not Seen As An Investment Tool

Fundamental Analysis (Long term)

30 May 2025 10:53

SAMHI HOTEL GUIDANCE

Revenue Growth Expected continued double-digit growth, driven by demand recovery and new assets.

Margins expected to improve with operational leverage, new openings, and premium brand repositioning.

Asset Expansion: New rooms from acquisitions (Trinity, Caspia) and conversion to brands like Westin, Tribute Portfolio, W.

Expansion of existing hotels in Hyderabad and Pune.

Debt & Liquidity: Strengthened by GIC investment; Net Debt/EBITDA targeted below 3.0x.