Research Reports

19 Dec 2024 13:07

Antique on

Antique Capex Tracker: Announcements register a spurt in Nov-24

Research Reports

18 Dec 2024 14:52

Enviro Infra Engineers
#EnviroInfra
#EIEL

Blockbuster Q2FY25 🔥👏

Record set despite H1 being relatively smaller vs H2

Q2FY25:
Rev at 213cr vs 119cr
Q1 at 205cr

Other inc at 8.5cr vs 1.5cr
Q1 at 2.3cr

PBT at 50cr vs 17cr
Almost 3x YoY 🔥
Q1 at 43cr

PAT at 36.3cr vs 12.1cr
3x YoY 🔥
Q1 at 30cr

H1FY25 Rev at 418cr vs 278cr
H1FY25 PBT at 93cr vs 44cr
H1FY25 PAT at 66.3cr vs 32cr

Receivables well under control
At 122cr vs 104cr in March 2024

Credits: Shreenidhi via X

Research Reports

18 Dec 2024 12:54

ICICI Securities sees 44% UPSIDE in Awfis Space Solutions- Compounding firmly seated

Research Reports

18 Dec 2024 12:54

Yes Securities Initiating Coverage on Galaxy Surfactants Ltd, with 16% UPSIDE- Cleansing the path ahead to empiric profitability

Research Reports

18 Dec 2024 12:54

Dolat Capital Initiating Coverage on One Mobikwik Systems, with 79% UPSIDE- Value Play in Rapidly Growing Fintech Space

Research Reports

18 Dec 2024 12:53

DRChoksey IPO Note on DAM Capital Advisors Ltd

Research Reports

18 Dec 2024 12:53

ABML Research IPO Note on Transrail Lighting Ltd- Backward integrated player harnessing T&D growth

Research Reports

18 Dec 2024 12:53

Avendus Report on India goes Alternatives- The alpha investment for maximizing alpha

Research Reports

18 Dec 2024 12:52

Axis Securities Update on Flair Writing Industries Limited- Analyst Meet

Research Reports

18 Dec 2024 12:52

Kotak Review on

Shriram Finance: BUY | TP 3650 | In a better place

Research Reports

17 Dec 2024 16:47

SBI Securities IPO Note on Ventive Hospitality - The company’s luxury hospitality assets post-acquisition comprises of JW Marriott & The Ritz-Carlton in Pune and Conrad, Anantara & Raaya by Atmosphere in Maldives

The company is valued at FY24 P/E and EV/EBITDA multiples of 90.3x and 48.5x respectively based on the upper price band on the post-issue capital

Research Reports

17 Dec 2024 16:47

Sharekhan sees 23% UPSIDE in SBI - SBI is reasonably confident to deliver ~15% loan growth and RoE of 16-18% in the near to medium term

Research Reports

17 Dec 2024 15:46

More reading here https://www.carneliancapital.co.in/post/bharat-amritkaal-series-india-factory-to-the-world

Research Reports

17 Dec 2024 15:08

Geojit sees 10% UPSIDE in Tanla Platform- Expanding Digital & OTT Channels for Future Growth

Research Reports

17 Dec 2024 15:07

SBI Securities IPO note on Sanathan Textiles - At the upper price band of Rs 321, Sanathan Textiles Ltd is valued at FY24 P/E multiple of 20.2x on post issue capital

Research Reports

19 Dec 2024 07:50

Cost-quality-access problem in US healthcare is what we are trying to target, says IKS Health Founder of Sachin Gupta to NDTV Profit.

Research Reports

18 Dec 2024 12:55

Yes Securities sees 22% UPSIDE in Jyothy Labs Ltd.- Expect subdued EBITDA growth in 3Q even while volume growth improves

Research Reports

18 Dec 2024 12:54

Motilal Oswal sees 18% UPSIDE in CIE India- Indian business to remain the growth driver

Research Reports

18 Dec 2024 12:54

ICICI Securities Initiating Coverage on Himadri Speciality Chemical, with 9% UPSIDE- Leveraging coal-carbon value chain; adding battery chemicals

Research Reports

18 Dec 2024 12:54

DRChoksey IPO Note on Concord Enviro Systems Ltd.

Research Reports

18 Dec 2024 12:53

DRChoksey IPO Note on Sanathan Textiles Limited

Research Reports

18 Dec 2024 12:53

PESB Research sees 13% UPSIDE in Suyog Telematics- Telecommunications industry that builds and maintains telecom tower infrastructure

Research Reports

18 Dec 2024 12:53

SBI CAPS Report on Green Hydrogen- Increased usage of hydrogen essential for deep decarbonisation in hard to abate sectors

Research Reports

18 Dec 2024 12:52

Centrum Flash Note on Sugar Industry- Late start to SSY25

BRCM | Buy | TP 689 |
TRE | Reduce | TP 370 |

Research Reports

18 Dec 2024 12:52

Antique on

Real Estate: With approval challenges receding, Bengaluru launches on track #sector

Arvind SmartSpaces | Buy | TP 1159 |
Brigade Enterprise | Buy | TP 1666 |
Aditya Birla Real Estate | Buy | TP 3804 |
DLF | Buy | TP 1014 |
Godrej Properties | Buy | TP 3826 |
Kolte Patil | Buy | TP 618 |
Macrotech Developers | Buy | TP 1851 |
Nexus Select Trust | Buy | TP 172 |
Oberoi Realty | Buy | TP 2688 |
Phoenix Mills | Hold |TP 1633 |
Prestige Estates | Buy | TP 2311 |
Sobha | Buy | TP 2904 |
Sunteck Realty | Buy | TP 786 |

Research Reports

17 Dec 2024 16:47

Sharekhan sees 38% UPSIDE in Coal India - Soft year till now but good volume growth outlook

Research Reports

17 Dec 2024 16:44

SBI Securities IPO Note on Ventive Hospitality - The company’s luxury hospitality assets post-acquisition comprises of JW Marriott & The Ritz-Carlton in Pune and Conrad, Anantara & Raaya by Atmosphere in Maldives

The company is valued at FY24 P/E and EV/EBITDA multiples of 90.3x and 48.5x respectively based on the upper price band on the post-issue capital.

Research Reports

17 Dec 2024 15:43

Opportunities from now to Amritkaal

An old picture, sharing again

Research Reports

17 Dec 2024 15:08

Geojit sees 10% UPSIDE in Vodafone Idea - Muted revenue; Expansion plans to drive growth.pdf

Research Reports

17 Dec 2024 13:41

Phillip Capital Initiating Coverage on Sterling Tools with 36% UPSIDE - The company has recently decided to diversify beyond the auto segment and has tied up to manufacture critical components for segments like industrial grids, power transmission, consumer appliances, etc.