Investment - Share Market


Kanal geosi va tili: Hindiston, Inglizcha


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Kanal geosi va tili
Hindiston, Inglizcha
Statistika
Postlar filtri






Market as a scenario

🔹 95% लोग 26200 के स्तर पर निवेश करने के लिए तैयार थे लेकिन केवल 5% लोग 22900 के स्तर पर निवेश करने के लिए तैयार हैं।

🔸 यही कारण है कि केवल 5% लोग ही शेयर बाजार में सफल होते हैं। निवेशक के लिए गिरावट महंगी चीजों को सही रेट पर लेने का मौका होती है।

English Version
95% people were ready to invest at 26200 level but only 5% people are ready to invest at 22900 level.

🔸 This is the reason why only 5% people are successful in the stock market. For investors, decline is an opportunity to buy expensive things at the right rate.




ANTONY WASTE Q3 :CONS NET PROFIT UP 23 % AT 15.76 CR (YOY),UP 30 % (QOQ)

REVENUE UP 12 % AT 242 CR (YOY) ,UP 10 % (QOQ)

EBITDA UP 18 % AT 51.95 CR (YOY),UP 22 %(QOQ)

MARGINS AT 21.4 % V 20.3 % (YOY), 19.2 % (QOQ)




ZEN TECH Q3 :CONS NET PROFIT UP 29 % AT 39.51 CR (YOY), DOWN 37 % (QOQ)

REVENUE UP 53 % AT 152.2CR  (YOY) ,DOWN 37 % (QOQ)

EBITDA UP 4 % AT 44.2 CR (YOY),DOWN 45 %(QOQ)

MARGINS AT 29 % V 42.6 % (YOY), 33.05 % (QOQ)


RVNL Q3 :CONS NET PROFIT DOWN 13 % AT 311 CR (YOY), Up 9 % (QOQ)

REVENUE DOWN 3 % AT 4567 CR (YOY) ,DOWN 6% (QOQ)

EBITDA DOWN 4 % AT 238 CR (YOY),DOWN 12 %(QOQ)

COPY FROM STOCKAAJORKAL
MARGINS AT 5.2 % V 5.3 % (YOY),5.58 % (QOQ)


Denta Water & Infra (#DentaWater)

Revenue: ₹51cr (vs ₹45cr YoY, ₹48cr QoQ)

PBT: ₹19cr (vs ₹9cr YoY, ₹15cr QoQ)

PAT: ₹15cr (vs ₹7cr YoY, ₹11cr QoQ)


Reason for FII leaving.
- 5-6% yearly INR depreciating against dollar.
- 12.5% LTCG tax.
- 5% US bond yields

Here is complete bifurcation as per my understanding.

-Let's say FII invested 1L$ [85L in rs (1$ = 85 rs)] in Indian market & got 12% CAGR in 5 year.

-After 5 yr, 85L turn to 1.49CR at 12% CAGR.

- 6% annually INR depreciation leads rupee value from 85rs to 114rs in 5 yr.

- Hence, 1L$ investment becomes 1.31L$ (1.49cr/114) in dollar terms. 31L$ profit before taxes.

- Now, they need to pay 12.5% LTCG on 31L$ which is 3.875L$ so their real return is 27.125L$ (31-3.875).

- After 5 year, they got 27.13% ROI in dollar terms which is just net 5% CAGR in dollar terms.

- They will get easily 5% CAGR by investing into US bond yields.

Earlier, FII couldn't exit due to liquidity but now, SIP is giving them safe exit with enough liquidity.


Laxmi Dental
#LaxmiDental
#LaxmiDentl

Good Q3FY25 with good growth in revenue, EBITDA, PBT and PAT
But rich valuations

Guidance:
To close FY25 with revenue of 240cr with PAT margins of 13-15%

20-25% CAGR on FY25 base over the next 3-5 years

Q3FY25:
Rev at 62cr⏫29%

Gross profit at 46cr⏫32%

EBITDA at 9.6cr vs 4cr⏫144%

EBITDA including 60% stake in Kids e-Dentals PAT at 10.8cr vs 5.9cr⏫83.5%

PAT at 4.8cr vs 2.5cr⏫105%

9MFY25:
Rev at 178cr vs 138cr⏫29%
EBITDA at 39cr vs 19cr⏫106%
PAT at 27.5cr vs 17.5cr⏫57.3%

Repaid 13cr debt post IPO
Expects significant reduction in finance costs starting Q1FY26


BSNL turns profitable for the first time in 17 years, records ₹262 crore profit in Q3 FY2024-25 with the help of network expansion, cost control
https://dhunt.in/YYVrx

By OpIndia via Dailyhunt


FNO STOCKS AND THEIR CORRECTION FROM TOP

TATA MOTORS - 43%
SAIL -43%
NHPC -40%
EXIDE - 45%
KALYANJI- 47%
HIND COPPER-47%
PRESTIGE-42%
MOTHERSON -44%
GODREJ PROP - 44%
VOLTAS -42%
TRENT -39%
SUPREME-46%
SJVN -49%
SIEMENS -41%
REC -39%
NBCC -44%
JSW ENERGY -45%
IDFC FB -44%
HUDCO -47%
CYIENT -43%
CG POWER -41%
CESC -41%
BATA -40%
ATUL -49%
BHARAT FORGE -41%
BOI -40%
DELHIVERY -45%
JIOFIN -44%
HAL -40%
BHEL -45%
ANGEL -48%
ABB -44%
BHEL -45%
POONAWALA -47%
CONCOR -43%
CDSL-42%
GUJGAS -43%
ASTRAL -43%
TIINDIA -44%
HFCL -49%
BSOFT -42%
DMART -43%
OIL -49%
NCC -47%
IRB—42%
IRFC -45%


Sandur Maganese & Iron Ores Posted BLOCKBUSTER #Q3FY25 Results.

-Revenue(Cr) 952 Vs 260 QoQ, 153 YoY🤨
-PBT(Cr) 180 Vs 43 QoQ, 13 YoY🔥
-PAT(Cr) 137 Vs 32 QoQ, 9 YoY

Looks like they have found some gold mine.


POLYPLEX CORPORATION Q3 :CONS NET PROFIT UP 1156% AT 57.7 CR (YOY), DOWN 34 % (QOQ)

REVENUE UP 15 % AT 1721 CR  (YOY) ,DOWN 1 % (QOQ)

EBITDA UP 145 % AT 121 CR (YOY),DOWN 36 %(QOQ)

MARGINS AT 7.04 % V 3.3 % (YOY),11 % (QOQ)


Gujarat Narmada Valley Fertilizers reports Q3 earnings

Net Profit Up 68% At ₹163 Cr Vs ₹97 Cr (YoY)

Revenue Down 9.1% At ₹1,899 Cr Vs ₹2,088 Cr (YoY)

EBITDA Up 57% At ₹132 Cr Vs ₹84 Cr (YoY)

Margin At 7% Vs 4% (YoY)

Appoints T Natarajan As Managing Director Of The Company w.e.f. February 5, 2025

Appoints Pankaj Joshi As Director & Chairman Of The Company w.e.f. February 6, 2025


Gold will be the final rescue!


Swan Energy Limited reported revenue of ₹1,908.1 crore in Q3, reflecting a 19.88% YoY growth from ₹1,591.6 crore and an 84.8% increase QoQ.

PAT surged to ₹561.9 crore, marking a 154% YoY rise from ₹221.03 crore and a 737% QoQ jump.

*Other income* significantly increased to ₹1,868 crore, compared to ₹62.7 crore YoY and ₹31.3 crore QoQ.

Tax expenses also saw an increase, driven by *Current tax*


A true investor knows when to charge like a bull, hold like a bear, and observe like an eagle. Stay disciplined, and the rewards will follow!


SENCO Gold Says Q3FY25 hit of 70cr due tp hedging & custom duty

Guidance

FY25 :  Revenue +18%-20%, margins at 7%

FY26 :  Revenue +18%-20%, Margins at 7.5% with PAT at Rs.300cr

20 ta oxirgi post ko‘rsatilgan.