Venkata Rajesh Jakka @rajeshjakka1

PN Gadgil Jewellers Q2FY25 results and concall analysis Reported excellent growth, like other gold retailers Q2 profit was impacted (18.5 crores) due to duty cut. The only gold jewellery player to report Operating Leverage in Q2 (due to debt reduction). Good store addition and…

Senco Gold Q2FY25 concall summary #q2fy25 - Revenue up 31% YoY to 1,500 crores - EBITDA up 31.5% YoY to 51.9 crores - PAT up 1.5% YoY to 12.1 crores - Gold volume growth 7% - Gold value growth 30% - Diamond value growth 9% - SSG is 20% #H1FY25 - Revenue up 18.5% YoY to 2,904…

Krsnaa and Thyrocare taking the lead in the diagnostics space💹 Both delivered a solid set of results REV growth: 20+% Profit growth is higher due to OL Coincidentally, both are trading at 950 today 😂 Still a long way to go

Equity Insights Elite @EquityInsightss

a year ago

Krsnaa and Thyrocare taking the lead in the diagnostics space💹 Both delivered a solid set of results REV growth: 20+% Profit growth is higher due to OL Coincidentally, both are trading at 950 today 😂 Still a long way to go https://t.co/IzFv0203SV

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Let's discuss two positive outcomes from the housing finance sector. Unlike microfinance businesses, the housing finance sector is performing very well. Two notable firms within this space are HomeFirst and India Shelter. Let’s look at their Q2FY25 performance. Homefirst: AUM…

Nuvama Wealth - Solid Results🔥 Dividend : 63 / share (Growth + Dividend) REV🔼50 % - 740 Cr PAT🔼77 % - 258 Cr💹 Total Client Assets 🔼53 % - 4,41,276 Cr 3 Year Client Assets 30 % CAGR 3 Year PAT 44 % CAGR Cost To Income - 54 % vs 65 %, solid improvement RoE : 31.5 % vs 20.3…

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Equity Insights Elite @EquityInsightss

2 years ago

Nuvama Wealth - Solid Results🔥 Dividend : 63 / share (Growth + Dividend) REV🔼50 % - 740 Cr PAT🔼77 % - 258 Cr💹 Total Client Assets 🔼53 % - 4,41,276 Cr 3 Year Client Assets 30 % CAGR 3 Year PAT 44 % CAGR Cost To Income - 54 % vs 65 %, solid improvement RoE : 31.5 % vs 20.3… https://t.co/AQrPbdGEr7

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India Shelter ~ Good Results AUM🔼36 % - 7039 Cr Disb🔼30 % - 828 Cr NII🔼43 % - 199 Cr PAT🔼50 % - 90 Cr🔥 ROA🔼5.6 % vs 5.1 % ROE🔼14.8 % vs 14.3 % Slight Impact in Asset Quality, not a major concern GNPA - 1.2 % vs 1 % vs 1.1 % QoQ NNPA - 0.9 % vs 0.7 % vs 0.9 % QoQ Credit…

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Equity Insights Elite @EquityInsightss

a year ago

India Shelter ~ Good Results AUM🔼36 % - 7039 Cr Disb🔼30 % - 828 Cr NII🔼43 % - 199 Cr PAT🔼50 % - 90 Cr🔥 ROA🔼5.6 % vs 5.1 % ROE🔼14.8 % vs 14.3 % Slight Impact in Asset Quality, not a major concern GNPA - 1.2 % vs 1 % vs 1.1 % QoQ NNPA - 0.9 % vs 0.7 % vs 0.9 % QoQ Credit… https://t.co/pfHAPcKUQR

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Raymond's Lifestyle (CMP: ₹2120) Flagship Company of the Group Mcap: ₹13,000 Cr FY24 EBITDA: ₹1,093 Cr Net Cash Surplus: ₹227 Cr RoCE : 32 % Valuations: Attractive EV/EBITDA: 12x On FY25 basis trading at single digit EV/EBITDA Future Guidance ~ Double EBITDA by…

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Equity Insights Elite @EquityInsightss

a year ago

Raymond's Lifestyle (CMP: ₹2120) Flagship Company of the Group Mcap: ₹13,000 Cr FY24 EBITDA: ₹1,093 Cr Net Cash Surplus: ₹227 Cr RoCE : 32 % Valuations: Attractive EV/EBITDA: 12x On FY25 basis trading at single digit EV/EBITDA Future Guidance ~ Double EBITDA by… https://t.co/9HYOkf42CD

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LIST OF 90+ Companies across various sectors🔥 Management Guiding for 15-200 % Growth💹 All stocks must be on radar Bookmark 🔖 for future reference 🔸Krsnaa Diagnostics: - 25+ % REV growth - 25-26 % EBITDA Margins 🔸Gravita India - 25 % Volume Growth - 35 % Profit Growth -…

#4WithCNBCTV18 | Birlasoft reports #Q4 earnings👇 ➡️Net Profit up 60.7% at ₹180 cr vs ₹112 cr (YoY) ➡️Revenue up 11.1% at ₹1,362.5 cr vs ₹1,226.3 cr (YoY) ➡️EBITDA up 32.7% at ₹221.5 cr vs ₹166.9 cr (YoY) ➡️Margin at 16.3% vs 13.6% (YoY) ➡️Board recommends final dividend…

Equitas Small Finance Bank Q4FY24 Business Update: The bank continues to have problems growing its PAT and EPS numbers. Majority part of the Equitas loan book is fixed so higher borrowing cost compressed NIMs, profitability growth and ROE of the bank. (Screenshot 1). PAT…

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360 ONE WAM #360ONE #360ONEWAM Previously,IIFL Wealth Management Delivers a stunning #Q4FY24🔥 Solid topline growth Very good EBITDA, PBT and PAT growth with excellent cash flows Solid return ratios Financially and operationally, solid show Rev at 623cr vs 385cr⏫62%…

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HDFC AMC Q4FY24 Business Update: The AMC businesses make money by managing money for its clients. The money they make is proportionate to the amount of money they manage. So the AMC businesses will have to constantly gather AUM to grow its revenues alongside making M2M gains…

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HDFC asset management #HDFCAMC Excellent #Q4FY24 with robust OCF Much above estimates Rev at 695cr vs 540cr Other Inc at 156cr vs 97cr PBT at 679cr vs 491cr Q3 at 637cr Good QoQ uptick PAT at 541cr vs 376cr Q3 at 488cr FY24 EPS at 91rs vs 66rs OCF at 1614cr vs…

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Elecon Engineering #ELECON #ELECONENGG Extremely good #Q4FY24 with excellent OPM Though falls slightly short on the guidance of 2000cr rev for FY24 Finishes FY24 with 1937cr revenue Rev at 564cr vs 424cr PBT at 136cr vs 84cr Q3 at 117cr PAT at 103cr vs 67cr Q3 at 90cr…

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Angel One #ANGELONE Solid #Q4FY24 with record numbers Both operationally and financially, hits it out of the park 🔥 Highest ever rev. EBITDA, PBT and PAT ever in comps history 🔥 Rev at 1357cr vs 825cr PBT at 459cr vs 361cr Q3 at 351cr PAT at 340cr vs 266cr Q3 at 260cr…

#Wabag youtu.be/v4-3iFSU7gk?fe… Very insightful interview. I feel we are not far from the situation where Industry will be directed to use only recycled water and no potable water, no ground water.. India will need water recycling infrastructure which will be beyond our…

Shriram Piston and Rings #SHRIPISTON #SHRIRAMPISTON First ever investor PPT uploaded First ever concall on 5th April Inv PPT insights: Leading player with significant market share in pistons, piston pins, piston rings and engine valves Solid growth uptick from last 4 years…

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WABAG - The leader in Waste Treatment Solutions We met the management and understood the business and Balance Sheet transformation taking place. ***Transition from EPC to EP - Company is focusing more on EP projects now as against EPC, this will derisk the balance sheet by…

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jeevan patwa @jeevanpatwa

2 years ago

WABAG - The leader in Waste Treatment Solutions We met the management and understood the business and Balance Sheet transformation taking place. ***Transition from EPC to EP - Company is focusing more on EP projects now as against EPC, this will derisk the balance sheet by… https://t.co/hVGurUCeXt

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#Azad wins $35 Mn contract from GE Vernova for complex airfoils for nuclear, industrial, thermal power industry. In last two months it won orders from - Rolls Royce for military Jet engine - Baker Hughes, Europe for power industry - Baker Hughes, US for Oil & Gas - GE Vernova…

As many people requested to share some names of stocks that did well in Q3FY24 and corrected well, Here is my list Some stocks with great #Q3FY24 and good visibility for #Q4FY24 which has seen a good correction over the last 8-12 days : Supriya LifeSciences Jindal Saw…