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21 Feb 2025 17:20

Nifty Next 50 Rejig: 7 Stocks In, 7 Stocks Out

NSE announces changes in NiftyNext50, effective March 28, 2025 👇🏻

👉🏻 Exit:
🔹 Adani Total Gas Ltd (ATGL)
🔹 Bharat Heavy Electricals Ltd (BHEL)
🔹 IRCTC
🔹 Jio Financial Services Ltd (JIOFIN)
🔹 NHPC
🔹 Union Bank of India (UNIONBANK)
🔹 ZOMATO

👉🏻 Entry:
🔹 Bajaj Housing Finance Ltd (BAJAJHFL)
🔹 Bharat Petroleum Corporation Ltd (BPCL)
🔹 BRITANNIA
🔹 CG Power & Industrial Solutions Ltd (CGPOWER)
🔹 Hyundai Motor India Ltd (HYUNDAI)
🔹 Indian Hotels Co Ltd (INDHOTEL)
🔹 SWIGGY

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21 Feb 2025 16:00

*Global Equity Market Update*

*Dow Futures (US):* 43847, -330.0 points/ -0.75%

*Nasdaq Futures (US):* 22075, +7.0 points/ +0.03%

*CAC Futures (France):* 8149, +26.0 points/ +0.32%

*DAX Futures (Germany):* 22341, -52.0 points/ -0.23%

*FTSE Futures (UK):* 8636, -8.0 points/ -0.09%

*Gift Nifty (India):* 22795, +3.0 points/ +0.01%

Stocks Picker Articles

21 Feb 2025 14:00

🚀 MobiKwik Acquires 3.39% Stake in Blostem Fintech

📢 Magellanic Cloud to Acquire Indian Fintech Firm for ₹32 Cr

📢 Agarwal Industrial Secures ₹303 Cr Supply Deal with BPCL

♻️ Kemistar Corporation Secures Solar Panel Recycling Supply Deal

🧪 Paragon Fine & Speciality Chemical Bags ₹31 Cr Orders

Stocks Picker Articles

21 Feb 2025 13:34

Top Losers Over 1 Month ~ Nifty 500

🔻Anant Raj -40.3%
🔻Whirlpool -38.9%
🔻Apar Industries -36.6%
🔻Kirloskar Oil -36.2%
🔻Natco Pharma -35.8%
🔻Jupiter Wagons -34.9%
🔻PTC Industries -33.5%
🔻Data Patterns -32.3%
🔻Swan Energy -31.7%

Stocks Picker Articles

21 Feb 2025 13:31

FIEM IND ;Company has received a sum of Rs. 20 Crores as 2nd interim payment / ad-hoc payment from the Insurer.

The final assessment of the claim is under process and will be updated in due course of time.

Stocks Picker Articles

21 Feb 2025 11:26

DISH TV , BHARTI AIRTEL ; TRAI Recommendation to reduce the licensing fees of DTH companies

Stocks Picker Articles

21 Feb 2025 11:10

Indraprastha Gas Ltd Concall Notes - Jan 2025

Q3 FY '25 Earnings Conference Call - Indraprastha Gas Limited
#### Management Overview:

Kamal Kishore Chatiwal (Managing Director):

Acknowledged the challenging quarter due to significant reductions in APM gas supply.
Total available APM gas reduced from 5.11 MMSCMD to 3.23 MMSCMD due to cuts in October and November.
Proactively secured additional gas volumes at competitive prices:

- 1 MMSCMD linked to Henry Hub Index for 5 years. - 0.65 MMSCMD initially linked to Henry Hub, transitioning to Brent crude, increasing to 1 MMSCMD over time.
Domestic gas allocation partially restored with an additional 1 MMSCMD effective January 16, 2025.
Total gas portfolio now exceeds 9 MMSCMD.
#### Performance Highlights:

Sales Volume:

Achieved average sales volume of 9.11 MMSCMD, reflecting a 7% YoY growth.
CNG segment grew by 6%, while PNG segment achieved 12% growth:

- Industrial PNG grew by 16%. - Domestic PNG grew by 17%.
Commercial PNG grew by 10%.
Crossed 1 million mark in industrial sales.
Future Projections:

Expect to exit FY '25 at 9.5 MMSCMD and reach 10.5 MMSCMD within a year.
#### Financial Performance:

Mohit Bhatia (Director, Commercial):

Sales volume increased from 780 million SCM to 830 million SCM, marking a 7% QoQ increase.
CNG sales rose from 6.33 million kg/day to 6.7 million kg/day.
Gross turnover was ₹4,130 crores, a 6% growth QoQ.
EBITDA was ₹363 crores, down 36% YoY due to higher gas input costs.
Profit After Tax (PAT) was ₹285 crores compared to ₹392 crores in Q3 of the previous year.
#### Infrastructure Development:

Developed 2,280 kilometers of steel pipeline network and over 26,000 kilometers of MDP network.
Currently serving nearly 3 million customers, including 5,000+ industrial and 6,600 commercial customers.
Operating 899 CNG stations, serving over 2 million vehicles daily.
#### Future Outlook and Diversification:

Actively exploring inorganic acquisitions for future expansion.
Confidence in achieving exit sales target of 9.5 MMSCMD for FY '25.
Targeting an EBITDA range of ₹7 to ₹8 per SCM annually.
#### Gas Sourcing and Pricing:

Current sourcing breakdown:

51% APM allocation, 15-20% new well gas, and 40% sourced from RLNG.
Expect blended gas cost to remain stable despite changes in sourcing.
Management believes domestic gas production will not decline and may increase.
Anticipated price increase of ₹2 per SCM required to reach targeted EBITDA margins.
#### Regulatory and Taxation Insights:

Major challenge identified is the 15% Gujarat VAT on gas.
Different states have varying VAT structures impacting overall costs.
Currently, no VAT on CNG sales in Delhi, but PNG is taxed at 5%.
#### Challenges and Headwinds:

Continued impact from DTC bus operations on sales in Delhi.
Management is cautious with pricing adjustments to avoid customer shock, particularly in the large Delhi market.
#### New Developments:

Exploring diversification into LNG and CBG (Compressed Biogas) initiatives.
Installation of gas meters is nearing completion, with production expected to start by April.
CBG plants are under development, with several expected to be commissioned in the next 5-6 months.
#### Conclusion:

Indraprastha Gas Limited is navigating through challenges effectively with a strong focus on securing gas supply and maintaining growth trajectories across segments. The management remains optimistic about future growth and profitability, with strategic initiatives in place to enhance market presence and operational efficiency.

Stocks Picker Articles

21 Feb 2025 09:34

NSE REJIG

Zomato, Jio Financial inclusion into Nifty 50 to bring in nearly $1 billion, says Motilal Oswal

Stocks Picker Articles

21 Feb 2025 07:56

📢 Can Fin Homes Awards ₹296.95 Cr Contract to IBM India for Core Business & Security Solutions

🚨 EaseMyTrip partners with Korea Tourism Organization to promote Korea as a top travel destination for Indian tourists! 🇮🇳✈️🇰🇷

🏭 Maharashtra Scooters to Shut Satara Factory, Sells Land & Machinery for ₹72.92 Cr

🚀 Dev Information Technology Secures ₹1.4 Cr Order from Rajya Sabha Secretariat

📢 Vinyas Innovative Technologies Secures ₹53.74 Cr Orders

Stocks Picker Articles

21 Feb 2025 07:30

“There are substantial rewards for adopting a regular routine of investing and following it no matter what—and additional rewards for buying more shares when most investors are scared into selling.”

~ Peter Lynch

Stocks Picker Articles

21 Feb 2025 07:10

AU SMALL ; HDFC MF BUYS ADDITIONAL 0.68 % STAKE ON 19 FEB VIA OPEN M

STAKE INCREASED TO 5.52 % FROM 4.84 %

Stocks Picker Articles

21 Feb 2025 06:54

HELIOS MUTUAL FUND says Need to be stock specificen this market

Believe we are somewhere close to the bottom, but might see consolidation for some more time

Time to accumulate good quality stocks for the long term in this phase of consolidation

Positive on financial services sector, platform COS

See some value in domestic focused capital goods cos

Don't think growth will be a problem going forward - ET NOW

Stocks Picker Articles

21 Feb 2025 06:51

BONDADA ENG ; PROMOTER BOUGHT ADDITIONAL 6400 SHARES ( 0.006 % STAKE ) ON 19 FEB

Stocks Picker Articles

21 Feb 2025 06:01

PORINJU VELIYATH says Fully Invested In The Markets Right Now

₹5,000 Cr M-Cap Is The Smallest Company We'reInvested in - NDTV PROFIT

Stocks Picker Articles

21 Feb 2025 05:44

💰 M&M Financial to Raise ₹3,000 Cr via Rights Issue 🚀

🔹 Mahindra & Mahindra Financial Services board approves fundraising up to ₹3,000 crore 💵
🔹 The capital will be raised through a rights issue 📈
🔹 Move aimed at strengthening financial position & supporting growth 📊

Stocks Picker Articles

21 Feb 2025 16:21

Big shifts in the Nifty 50!

BPCL and Britannia Industries exit,

while Jio Financial Services and Zomato join the index!

Effective from 28 March

Stocks Picker Articles

21 Feb 2025 15:49

GRANULES INDIA ; Granules India is acquiring Swiss CDMO Senn Chemicals AG, specializing in peptide synthesis.

The deal, expected to close in H1 2025, adds Senn’s Liquid-Phase Peptide Synthesis (LPPS), Solid-Phase Peptide Synthesis (SPPS), expertise, and a strong global client base in pharma, cosmetics, and theragnostics.

The acquisition boosts Granules’ entry into peptide-based therapeutics, including anti-diabetic and anti-obesity drugs like GLP-1 agonists.

It strengthens Granules’ CDMO capabilities, leveraging Senn’s R&D, European presence, and client base to expand in peptides and amino acid derivatives.

Stocks Picker Articles

21 Feb 2025 13:57

AMI ORGANICS: BOARD APPROVED STOCK SPLIT OF 1 SHARE INTO 2 SHARES

Stocks Picker Articles

21 Feb 2025 13:31

BSE , ANGEL ONE , 5 PAISA, CDSL : SEBI Official Says No plan for any more restrictions on F&0 trade

Stocks Picker Articles

21 Feb 2025 12:16

Indian Companies Exposure to US Markets with their revenues & percentage

🔖IT – Software Services

💠Intrasoft Tech – Cr 200 (100%)
💠CyberTech Systems – Cr 535 (99%)
💠Cambridge Tech – Cr 138 (88.84%)
💠Birla soft – Cr 13539 (87.30%)
💠Cigniti Tech – Cr 3814 (83.30%)
💠Kellton Tech Sol– Cr 1232 (82.50%)
💠Xchanging Sol – Cr 1096 (80.57%)
💠E-Clerx Services – Cr 14753 (76%)
💠Zensar Tech – Cr 18819 (67.30%)
💠All E Tech – Cr 868 (65.40%)
💠Happiest Minds – Cr 10547 (65.30%)
💠Infobeans Tech. – Cr 816 (61%)
💠Take Solutions – Cr 158 (60%)
💠Datamatic Global – Cr 3635 (56%)

🔖IT – Business support

💠Sagility India – Cr 22212 (100%)
💠Latent View – Cr 8349 (93.23%)
💠First source Sol – Cr 24902 (68.50%)

Stocks Picker Articles

21 Feb 2025 11:10

Market at Close

Nifty declines for 2nd week; M&M, Bharti Airtel lead losses

Here's how the markets panned out this week👇

Nifty declines for 2nd week; M&M, Bharti Airtel lead losses

Nifty Midcap snaps 2-week losing streak; NLC India, APL Apollo Tubes lead

Nifty Smallcap closes in green this week; Piramal Pharma, Manappuram Finance lead gains

Nifty Metal hits 1 month high this week; Top sectoral gainer led by APL Apollo, National Aluminium

Stocks Picker Articles

21 Feb 2025 09:34

🎲 Delta Corp Merges Unit to Acquire 5.7% Stake in Head Digital 🎰

💼 Delta Corp is set to acquire a 5.7% stake in Head Digital Works, a leading online gaming company, through a merger with its subsidiary.

🔹 Strengthens digital gaming presence 🎮
🔹 Strategic move to expand in the online gaming sector 📊
🔹 Aligns with Delta Corp’s growth & diversification plans 🚀

Stocks Picker Articles

21 Feb 2025 08:10

Commerce Minister Says Will soon start discussing a strong, powerful economic engagement, bilateral trade deal with the U.S - NDTV PROFIT

It will be 'the mother of all deals'

It will provide huge opportunities for Indians, Americans

Stocks Picker Articles

21 Feb 2025 07:55

Chalet Hotels says

🏩 Bought Mahananda Spa & Resorts for Rs.530 Cr in an all cash deal
🏩 Expect the acquired hotel occupancy to move to 60% vs 45%
🏨 Post this deal debt will move up to Rs.2100cr

Stocks Picker Articles

21 Feb 2025 07:29

WHIRLPOOL INDIA; SBI MF SOLD 0.82 % ON 19 FEB VIA OPEN MARKET

STAKE REDUCED TO 7.12 % FROM 7.95 %

Stocks Picker Articles

21 Feb 2025 06:59

*EASY TRIP PLANNERS:* CO AND KOREA TOURISM ORGANIZATION SIGN MOU TO PROMOTE KOREA AS A LEADING TRAVEL DESTINATION FOR INDIAN TOURISTS (NEUTRAL TO POSITIVE FOR STOCK PRICE)

Stocks Picker Articles

21 Feb 2025 06:51

Beijing Stock Exchange 50 Index gained more than 3%, while the tech-focused STAR 50 Index climbed over 6%.

Stocks Picker Articles

21 Feb 2025 06:50

DODLA DAIRY: CO TARGET 10% VOLUME GROWTH & 15% REVENUE GROWTH IN FY25

DODLA DAIRY: CO TARGET 10% VOLUME GROWTH & 15% REVENUE GROWTH IN FY25

Stocks Picker Articles

21 Feb 2025 05:44

KAMAT HOTEL ; Kamat Hotels (India) Ltd. has signed a management deal for Orchid Hotel in Mandavi, Kutch, Gujarat.

The 153-room luxury property will feature banquet halls, a vegetarian restaurant, pools, a gym, a spa, and recreational facilities.

Operations are set to begin by December 2027.

Stocks Picker Articles

21 Feb 2025 05:09

MOSL ON PORTS

JSWINFRA is our top pick in the ports domain.

Adani Ports & SEZ (APSEZ; 15% volume CAGR over FY19-24) and JSW Infrastructure (JSWINFRA; 25% volume CAGR over FY19-24) have outgrown the industry’s CAGR of ~5% through aggressive capacity expansion, strategic acquisitions, and integrated logistics solutions.

While the industry growth rate is expected to be 4-7% over the next five years, both APSEZ and JSWINFRA are poised for sustained growth of 2-3x the industry, supported by continued organic and inorganic expansions and integrated logistics solutions.

Both of these companies are likely to gain market share. Hence, we reiterate our BUY rating on APSEZ and JSWINFRA.