Fundamental Analysis (Long term)

01 Jul 2025 08:29

Capex 🎯

Witnessed an increase of 54% in April,May - compared to last year

Goverment could push capex to 12 trillion - Taking YoY growth to 14.2%

Fundamental Analysis (Long term)

30 Jun 2025 13:18

TARA CHAND : Tara Chand Infra Completes ₹34.5 Cr Capex in Q1 FY26 for Equipment Expansion

Capex Completion: Company invested ₹34.52 Cr in new cranes in Q1 FY26.

Segment Focus: Equipment to support construction equipment rental business (Segment A).

Sector Demand: Machinery aimed at projects in industrial and renewable energy sectors.

Growth Signal: Indicates operational scale-up and positioning for future order execution.

Fundamental Analysis (Long term)

30 Jun 2025 09:08

Sachin Agarwal of PTCIndustries to CNBC-TV18

Previous MoU With Safran Was Related To Civil Aviation, New MoU Is For Military Ops

Approx ₹700-800 Cr Worth Of Orders Booked So Far

Expect Margin To Be In Mid-to-high 20s Range In FY26

Don't Think We Will Be Cash Starved At Any Point In Future

Will Sign Several Agreements Similar To This In The Next 6 Months

Fundamental Analysis (Long term)

29 Jun 2025 14:35

ANALYSIS CASHFLOW

Fundamental Analysis (Long term)

27 Jun 2025 10:45

BERGER PAINTS Management says Fight For The Paint Ind Is For Number 3-4-5 Position, Don't Think Top 2 Players Have To Worry - CNBCTV 18

Nothing Changes Much For The Industry Given Both Players Existed In The Market

Continue To Focus On Co's Own Growth Opportunities

Grew Market Share Despite Birla's Entry Last Year

Fundamental Analysis (Long term)

27 Jun 2025 05:43

🧴 Nykaa – Quietly Scaling Its Own Brands

➡️ Target: ₹6,000 Cr GMV from own brands by FY30
➡️ Implies 30% CAGR from ₹2,100 Cr in FY25

Current Brand Contribution
▪️ “House of Nykaa” labels generated ₹2,100 Cr GMV in FY25
▪️ 5 brands crossed ₹100 Cr, 3 > ₹200 Cr
▪️ Includes Dot & Key, Kay Beauty, Earth Rhythm, Wanderlust

Overall GMV Performance
▪️ FY25 GMV: ₹15,600 Cr (6x vs FY20)
▪️ No forward GMV guidance shared
▪️ Beauty remains core revenue driver

Retail Strategy
▪️ 237 stores in 79 cities
▪️ Plans to reach 500+ by FY30
▪️ Omnichannel base of 42 Mn+ customers

Profitability Outlook
▪️ Nykaa Fashion expected to reach EBITDA breakeven by FY26
▪️ Long-term margin goal: 10% in fashion
▪️ Cost structure still evolving in logistics & warehousing (Nykaa Now in pilot stage)

🧭 Investor Compass View
- Nykaa is transitioning from aggregator to brand owner, but it’s a gradual path.
- Execution on margin expansion and offline scaling will be key.

➡️ Worth tracking if private label growth sustains without heavy burn.

Fundamental Analysis (Long term)

26 Jun 2025 12:46

KPIT TECH : Weak mid-quarter guidance - CNBCTV 18

Small buy flows at Fll desk today

Fundamental Analysis (Long term)

26 Jun 2025 12:24

Vivek Vikram Singh of Sona BLW Precision

Sunjay Kapur Always Wanted Sona BLW To Be Prepared For Next 25 Years

Hopefully, Our New Chairman Will Have The Same Mindset As Mr Kapur

Company Would Make 10 Year Plans Earlier

Next Decade, We Will Be Focussing On The East

Looking At Humanoids And Software Content In Vehicles

Fundamental Analysis (Long term)

26 Jun 2025 07:31

NYKAA INVESTOR PRESENTATION

Marketing efficiencies to improve with scale as witnessed in beauty

Expects breakeven in fashion by FY26E

Expects mid to high single digit EBITDA in fashion by FY28

Expects fashion EBITDA at 10% by FY30

Will grow 3x through geographic expansion for Nykaa superstore

Fundamental Analysis (Long term)

26 Jun 2025 07:03

Senco Gold says
🪙 Cool off in Gold prices could lead to return of customers who were waiting for a cool off
🪙 Margins could see a mild positive impact due to lower proportion of gold hedged

Fundamental Analysis (Long term)

26 Jun 2025 03:48

Mankind Pharma:
Growth Powerhouse in Pharma

❇️India’s 4th Largest by Domestic Sales | 33% CAGR since 1995

❇️FY25 Revenue: ₹12,207 Cr (+19% YoY) | Q4: ₹3,079 Cr (+27%)

❇️Exports up 88% | Consumer Healthcare up 15%

❇️BSV Acquisition (₹13,768 Cr): Leader in fertility & women’s health (~20% market share)

❇️OTC Dominance: Manforce, Prega News, Unwanted-72, Gas-O-Fast — all market leaders

❇️Chronic Therapies: Gaining 1.5x IPM in cardiac, 1.3x in anti-diabetic

❇️Global Reach: 34+ countries | 6 R&D centers | 30 mfg plants | 660+ scientists

❇️FY26 Growth Target: 26% | Focus: Base biz, Chronic, OTC, BSV

❇️BSV debt repayment aimed within 3 years

Discl: This post is for informational purposes only and not a stock recommendation. Please do your own research or consult a financial advisor before making any investment decisions.

Fundamental Analysis (Long term)

25 Jun 2025 10:50

RAYMOND REALTY: 2025–26 Launches Planned Across Thane and Mumbai

Raymond Realty plans to launch two new projects on its own land in Thane and four joint development projects in Mumbai during FY 2025–26. Additional joint development opportunities are currently under evaluation as the company expands its real estate footprint in key urban markets.

Fundamental Analysis (Long term)

25 Jun 2025 07:27

TRANSFORMER & RECTIFIER Management Says Expect Capex To Be Completed In Next 12-13 Months

Expect Margins To Be In Same Trend As Last Year

Expect Orderbook To Be At ₹8,000 Cr By End Of FY26

Fundamental Analysis (Long term)

24 Jun 2025 11:49

PARAG MUNOT KALPATARU says

Net Debt To Reduce From ₹11,000 Cr To ₹8,000 Cr

We Have Around 50 msf Of Ongoing, Upcoming & Planned Projects

Margins For Redevelopment Projects Are Approx 25%, Which Is Lower Than Those For Greenfield Projects

Hyderabad Is A Growing Market For Us, Have Some Presence In Noida As Well

Mumbai Metropolitan Region Remains Our Focus Market

Fundamental Analysis (Long term)

23 Jun 2025 10:11

Capital Goods sector valuations

Fundamental Analysis (Long term)

01 Jul 2025 06:57

ACME SOLAR MGMT SAYS

Have No Land Acquisition Concerns In Andhra Projects

Lease Rental Metric Is At ₹2.10 Lk/MW Per Month For 1 Project

Signed PPAs Of 600 MW In The Last 15 Days

Rare-earth Availability Is Not Yet An Issue

Interest Rates Have Dropped A Lot, Have Refinanced At 8.50% & Lower

Peak Debt Will Not Cross ₹35,000 Cr

Fundamental Analysis (Long term)

30 Jun 2025 09:10

PTC Industries says

Guidance for FY26
👉 Revenue around Rs.700cr with margins in high 20%
👉 Working Capital around 100 days

FY29-30 Guidance
👉 Revenues at Rs.2500-3000 cr+ with 30%+ margin

Fundamental Analysis (Long term)

30 Jun 2025 03:44

💊 Torrent Pharma to acquire 46.39% stake in JB Chemicals for ₹11,917 Cr (₹1,600/share) from KKR

👉🏻 Mandatory "open offer" for 26% at ₹1,639.18/share; intent to buy up to 2.8% from employees (CMP: ₹1,800)
👉🏻 Merger to follow: 100 JB shares = 51 Torrent shares
👉🏻 Deal to boost India market presence, strategic push into CDMO, ophthalmology & global markets, and unlock synergies
👉🏻 Deal values JB Pharma at ₹25,689 Cr

Fundamental Analysis (Long term)

29 Jun 2025 05:25

https://youtu.be/XhGFjNMlg-4

Fundamental Analysis (Long term)

27 Jun 2025 06:31

DIXON TECH ; Mgmt says it is confident of maintaining its 15–18mn+ volumes for FY26/27 Vs 10.52 mn in FY25 from Motorola - NDTV PROFIT

Fundamental Analysis (Long term)

27 Jun 2025 05:33

Surging Property Prices Hit Housing Sales (Q1FY26)

Residential sales down for 4th straight quarter

🔹 YoY Sales Drop: -20% in top 7 cities (Apr-Jun 2025)
🔹 Units Sold: ~96,285 vs 1.2 lakh units in Q2 2024
🔹 Key Drag: Soaring prices, Pahalgam terror attack impact, weak demand

📊 City-wise YoY Sales Fall
▪️ Pune: -27%
▪️ Hyderabad: -23%
▪️ MMR: -25%
▪️ NCR: -14%
▪️ Bengaluru: -8%
▪️ Kolkata: -23%
✅ Only Chennai grew: +11%

New Launches
▪️ Down 16% YoY (117K → 98.6K units)
▪️ Delhi-NCR & MMR: 50%+ share of launches
▪️ Chennai new launches: +40%

“War-like uncertainty + price surge = wait-and-watch mode” – Anuj Puri, Anarock..

➡️ With RBI rate cuts & easing tensions, expect rebound in H2FY26

Fundamental Analysis (Long term)

26 Jun 2025 12:28

HERANBA

Heranba Organics, a subsidiary of Heranba Industries, has commenced commercial production at its Sarigam Unit Phase-II.

Capacity: 9,000 MTPA

Expected Annual Revenue: ₹375–₹475 crore

This marks a significant step in expanding Heranba's manufacturing footprint and revenue potential.

CO EXPECTS SARIGAM UNIT, PHASE-I & PHASE-II TO GENERATE ANNUAL REVENUE OF RS 375 TO RS 475 CRORES

THIS WILL ADD AROUND 30% TO CO'S ANNUAL REVENUE

Fundamental Analysis (Long term)

26 Jun 2025 07:46

Pharma Co's ~ Valuation Summary with Growth Projections

src : Goldman Sachs

Fundamental Analysis (Long term)

26 Jun 2025 07:14

KEYSTONE REALTORS

CO SAYS DEMAND REMAINS EXTREMELY STRONG

FY26 GUIDANCE AIMS 33% GROWTH IN PRE SALES TO RS 4000 CR

- CNBCTV18

Fundamental Analysis (Long term)

26 Jun 2025 04:03

Different Power Proxy Stocks ⚡️

1) Transformers Related Stocks !!

- Danish Power
-Jaybee Lamination
-Shilchar Tech
-Vilas Transcore

2) Transmission Stocks !!

-Rajesh Power
-Transrail Lighting

3) Smart Meters !!

-Salzer Electronics
-HPL Electric

These companies are looking attractive according to future valuations.

DON’T MISS THEM 📌

Fundamental Analysis (Long term)

25 Jun 2025 10:59

Genus Power
#Genus
#GenusPower

Expects a solid growth in FY26 with 18% OPM

Working capital days to reduce from FY25 levels

45,000cr tender expected to be finalized in next 9 months
Genus is well placed to secure a good chunk of these

Looking at the orderbook, next 2 years of growth path looks nicely set

Fundamental Analysis (Long term)

25 Jun 2025 10:50

RAYMOND REALTY: FY26 GUIDANCE Eyes 20-25% Growth In Booking Value - CNBCTV 18

To Launch 14,000 Cr Housing Projects In FY26

Fundamental Analysis (Long term)

24 Jun 2025 11:50

AMBUJA CEMENTS IN FOCUS

GAUTAM ADANI SAYS THAT THE GROUP HAS ACHEIVED 100 MT CEMENT IN THE YEAR, LOOKING FOR 140 MT BY FY28

Fundamental Analysis (Long term)

24 Jun 2025 03:38

Good morning friends

Fundamental Analysis (Long term)

23 Jun 2025 09:36

ITD Cementation India says

FY26 Guidance
🎯 Revenue +25% with Margins at 10%
🎯 Order Inflows at ₹15000 cr, 35% of this from Adani