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πŸ“Š Full Market Buzz Summary 22-28 June 2025 and Monday 30 JuneΒ  Idea

    
        
            News
            Market Sentiment
        
    
    
        
            πŸ”Ή Bonus – VRL Logistics board to discuss bonus on July 4
            βœ… Good
        
        
            πŸ”Ή Bonus – BEMCO Hydraulics to discuss share split & bonus on June 30
            βœ… Good
        
        
            πŸ”Ή Results – Amara Raja Q1 on Aug 14
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – ESAB Q1 on Aug 11
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – TCS Q1 on July 10
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – JSW Steel Q1 on July 18
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Hindalco Q1 on Aug 12
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Poonawalla Fincorp Q1 on July 25
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – HDFC Bank Q1 on July 19
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Dr. Reddy’s Q1 on July 23
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – ICICI Prudential Q1 on July 15
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Bosch Q1 on Aug 4
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – ICICI Lombard Q1 on July 15
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – JM Financial Q1 on Aug 11
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – ICICI Bank Q1 on July 19
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Kansai Nerolac Q1 on Aug 4
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Cohance Lifesciences Q1 on Aug 13
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – KPIT Q1 on July 30
            πŸ”„ Neutral
        
        
            πŸ”Ή Results – Firstsource Q1 on July 30
            πŸ”„ Neutral
        
        
            πŸ”Ή Acquisition – Wipro to acquire 51% stake in Lauak (French aerospace)
            βœ… Good
        
        
            πŸ”Ή Partnership – Tejas Networks + Rakuten for global 5G
            βœ… Good
        
        
            πŸ”Ή Partnership – HCLTech + Just Energy on AI
            βœ… Good
        
        
            πŸ”Ή Acquisition – Datamatics acquires 20% of Dextara Digital
            βœ… Good
        
        
            πŸ”Ή Order – RVNL L1 for β‚Ή2.13B project
            βœ… Good
        
        
            πŸ”Ή Order – Ahluwalia gets β‚Ή1,104 Cr order
            βœ… Good
        
        
            πŸ”Ή Order – Power Mech wins β‚Ή1.59B solar contract
            βœ… Good
        
        
            πŸ”Ή Order – Western Carriers gets β‚Ή5.58B order
            βœ… Good
        
        
            πŸ”Ή Order – Servotech wins β‚Ή600M deal
            βœ… Good
        
        
            πŸ”Ή Fund Raising – RattanIndia board meet on July 2, 2025
            βœ… Good
        
        
            πŸ”Ή Fundraising – L&T issues β‚Ή500 Cr ESG bond
            βœ… Good
        
        
            πŸ”Ή Indices – GIFT Nifty ends -0.21%
            ❌ Slightly Negative
        
        
            πŸ”Ή Indices – Dow Jones +430 pts (0.99%)
            βœ… Good
        
        
            πŸ”Ή Indices – Nasdaq +100 pts (0.50%)
            βœ… Good
        
        
            πŸ”Ή Indices – Sensex up 303 pts; Nifty 25,638
            βœ… Good
        
        
            πŸ”Ή FII/DII – FII buy β‚Ή12,594 Cr, DII sell β‚Ή195 Cr
            βœ… Good
        
        
            πŸ”Ή FII/DII – FII buy β‚Ή1,397 Cr, DII sell β‚Ή588 Cr
            βœ… Good
        
        
            πŸ”Ή FII/DII – FII sell β‚Ή1,874 Cr, DII buy β‚Ή5,591 Cr
            βœ… Mixed
        
        
            πŸ”Ή FII/DII – FII sell β‚Ή5,266 Cr, DII buy β‚Ή5,209 Cr
            πŸ”„ Neutral
        
        
            πŸ”Ή FII/DII – FII sell β‚Ή2,427 Cr, DII buy β‚Ή2,372 Cr
            πŸ”„ Neutral
        
        
            πŸ”Ή Infra – Arihant & Prestige to co-develop 750K sq.ft in Chennai
            βœ… Good
        
        
            πŸ”Ή Energy – Zodiac Energy starts 3MW solar plant
            βœ… Good
        
        
            πŸ”Ή Energy – JSW Energy signs 300MW hybrid with NHPC
            βœ… Good
        
        
            πŸ”Ή Steel – Tata Steel faces β‚Ή8.91B tax notice
            ❌ Negative
        
        
            πŸ”Ή Auto – TVS launches HLX 150 5G in Congo
            βœ… Good
        
        
            πŸ”Ή Consumer – Som Distilleries sees 70% IMFL growth
            βœ… Good
        
        
            πŸ”Ή Alcohol – India Glycols record sales for FY24-25
            βœ… Good
        
        
            πŸ”Ή FMCG – Radico launches new vodka line
            βœ… Good
        
        
            πŸ”Ή Footwear – Metro Brands premium tie-up
            βœ… Good
        
        
            πŸ”Ή Real Estate – Lemon Tree signs hotel in Punjab
            βœ… Good
        
        
            πŸ”Ή Trump – Aims to remove trade barriers with India
            βœ… Good
        
        
            πŸ”Ή Trump – Ceasefire in Gaza expected soon
            πŸ”„ Neutral
        
        
            πŸ”Ή Global – Golan Heights air sirens after Iran drone
            ❌ Negative
        
        
            πŸ”Ή US Bill – Proposal to ban AI from adversaries
            πŸ”„ Neutral
        
    

β€” End of Summary β€”
Stay informed. Stay invested. πŸš€πŸ“ˆ

πŸ“… Q1 Results – Sorted by Date
Company	Result Date	Sentiment
πŸ”Ή TCS	July 10	πŸ”„ Neutral
πŸ”Ή ICICI Prudential	July 15	πŸ”„ Neutral
πŸ”Ή ICICI Lombard	July 15	πŸ”„ Neutral
πŸ”Ή JSW Steel	July 18	πŸ”„ Neutral
πŸ”Ή HDFC Bank	July 19	πŸ”„ Neutral
πŸ”Ή ICICI Bank	July 19	πŸ”„ Neutral
πŸ”Ή Dr. Reddy’s	July 23	πŸ”„ Neutral
πŸ”Ή Poonawalla Fincorp	July 25	πŸ”„ Neutral
πŸ”Ή KPIT	July 30	πŸ”„ Neutral
πŸ”Ή Firstsource	July 30	πŸ”„ Neutral
πŸ”Ή Bosch	August 4	πŸ”„ Neutral
πŸ”Ή Kansai Nerolac	August 4	πŸ”„ Neutral
πŸ”Ή ESAB	August 11	πŸ”„ Neutral
πŸ”Ή JM Financial	August 11	πŸ”„ Neutral
πŸ”Ή Hindalco	August 12	πŸ”„ Neutral
πŸ”Ή Cohance Lifesciences	August 13	πŸ”„ Neutral
πŸ”Ή Amara Raja	August 14	πŸ”„ Neutral

Visibility: public

Added: 2025-06-28 09:45:57 | Edited: 2025-06-28 13:18:11

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Added: 2025-08-20 12:48:41 | Edited: 2025-08-20 12:48:41 | public
πŸ“„
Share market this week ...

Share market this week

Company/Topic

News Summary

Category

Impact Assessment

Orient Green Power

Q1 consolidated net profit β‚Ή286M vs β‚Ή131M (YoY); Q1 revenue β‚Ή874M vs β‚Ή626M (YoY)

Very Good

Strong earnings growth - 118% profit increase, 40% revenue growth

Market Activity

FII sell β‚Ή1,926.76 crore worth of Indian shares; DII investors buy β‚Ή3,895.68 crore

Good

Net positive flow as domestic buying exceeds foreign selling

Mahindra & Mahindra

Unveils four SUV designs from Nu_IQ platform, with launches expected from 2027

Good

Future product pipeline expansion, positive for long-term growth

Bajaj Finance

Credit rating increased to BBB/Stable/A-2 due to better sovereign rating; standalone credit profile stays at 'BBB'

Very Good

Credit rating upgrade indicates improved financial strength

Mahindra & Mahindra

Unveils four SUV designs from Nu_IQ platform, with launches expected from 2027

Good

Duplicate of earlier news - product innovation positive

Lemon Tree Hotels

Secures DDA award for prime Nehru Place land to develop 500+ key 'Aurika' hotel, marking NCR debut of upper upscale brand

Very Good

Strategic expansion into premium segment in key location

PNC Infratech

Secures award for 300 MW solar power project including 150 MW/600 MWh energy storage; 24-month execution and 25-year PPA

Very Good

Major project win in growing renewable energy sector

US Politics

Trump's plane lands in Alaska ahead of meeting with Putin

Bad

Geopolitical uncertainty, potential impact on global markets

US Politics

Donald Trump states "Many points agreed to in extremely productive meeting"

Neutral to Bad

Unclear outcomes from geopolitical meeting, continued uncertainty

Banking Sector

S&P raises ratings on Indian banks & NBFCs - HDFC Bank, ICICI Bank, SBI, Axis Bank see rating upgrades; Kotak Bank, Union Bank, Bajaj Finance, L&T Finance also upgraded

Very Good

Major credit rating upgrades across banking sector indicate strengthening financial system

Geopolitics

Trump to Fox News: "We're close to an agreement — my advice to Zelensky is to agree"

Good

Potential resolution of Ukraine conflict could reduce geopolitical risks and market uncertainty

Geopolitics

Trump to Fox News: "We're close to an agreement — my advice to Zelensky is to agree" (duplicate)

Good

Same news as above - potential peace agreement positive for markets

Summary by Category:

Very Good (5 items)

  • Orient Green Power strong earnings
  • Bajaj Finance credit rating upgrade
  • Lemon Tree Hotels strategic expansion
  • PNC Infratech major solar project win
  • S&P banking sector rating upgrades

Good (5 items)

  • Net positive domestic investment flows
  • Mahindra future product pipeline (mentioned twice)
  • Potential Ukraine peace agreement (mentioned twice)

Bad (2 items)

  • Bitcoin/crypto market decline
  • Trump-Putin meeting uncertainty

Neutral (1 item)

  • Trump meeting outcomes unclear

Overall Market Sentiment: Positive

Strong positive shift with major banking sector upgrades and potential geopolitical stability. Banking sector strength particularly important for Indian markets, while peace prospects reduce global uncertainty.

 

Added: 2025-08-17 19:45:01 | Edited: 2025-08-17 19:50:11 | public
πŸ“„
Β  Financial Performance Summary Table ...

 

Financial Performance Summary Table

Company

Time

Key Metrics

Performance Category

Analysis

Tilaknagar Industries

Yesterday, 21:07

• Anticipates CCI Approval for Imperial Blue Purchase by 2025<br>• β‚Ή4,150 crore acquisition deal

Very Good

Major positive catalyst - acquiring India's 3rd largest whisky brand by volume. Stock hit record highs post-announcement with 5.5% surge. Deal valued at β‚Ή4,150 crore, with Imperial Blue generating β‚Ή3,067 crore revenue in FY25.

R&B Denims

Yesterday, 20:59

• Q1 EBITDA: β‚Ή113M vs β‚Ή105M (YoY)<br>• EBITDA Growth: +7.6% YoY<br>• EBITDA Margin: 10.99% vs 13.39% (YoY)

Bad

Revenue growth positive but margin compression concerning. EBITDA margin declined significantly from 13.39% to 10.99%, indicating operational efficiency issues or pricing pressure.

Scoda Tubes

Yesterday, 20:16

• Q1 EBITDA: β‚Ή142M vs β‚Ή146M (YoY)<br>• EBITDA Decline: -2.7% YoY<br>• EBITDA Margin: 14.58% vs 15.89% (YoY)

Bad

Both absolute EBITDA and margins declined year-over-year. EBITDA dropped by β‚Ή4M and margin compressed by 131 basis points, suggesting operational challenges.

Muthoot Microfin

Yesterday, 20:15

• Q1 Net Profit: β‚Ή62M vs β‚Ή1.13B (YoY)<br>• Profit Decline: -94.5% YoY<br>• Q1 Revenue: β‚Ή5.6B vs β‚Ή6.6B (YoY)<br>• Revenue Decline: -15.2% YoY

Very Bad

Severe deterioration in financial performance. Net profit crashed by 94.5% from β‚Ή1.13B to just β‚Ή62M. Revenue also declined by 15.2%. Company showing significant stress in microfinance operations.

Easy Trip Planners

Yesterday, 20:15

• Board to consider investment proposals on Aug 14

Neutral/Good

Potential positive catalyst depending on investment proposals. Company has shown mixed performance with market cap decline but maintained profitability. Board meeting could announce growth initiatives.

Key Insights

Very Good Performance

·       Tilaknagar Industries: Major strategic acquisition of Imperial Blue brand positions company for significant growth in whisky segment

Good Performance

·       Easy Trip Planners: Potential upside from upcoming board meeting and investment proposals

Bad Performance

·       R&B Denims: Margin compression despite revenue growth

·       Scoda Tubes: Both revenue and margin decline indicating structural issues

Very Bad Performance

·       Muthoot Microfin: Severe profit decline and revenue contraction, indicating significant operational distress in microfinance sector

Market Context

The notifications were sent between 20:15 and 21:07 yesterday, suggesting active monitoring of Q1 FY26 results season. The mixed performance across sectors reflects varied industry dynamics, with consumer discretionary (travel) and alcoholic beverages showing promise, while textiles and microfinance facing headwinds.

Added: 2025-08-12 07:57:36 | Edited: 2025-08-12 07:57:36 | public
πŸ“„
Β Β  Β  Q1 Earnings Performance Analysis ...

  

 

Q1 Earnings Performance Analysis

Company

Metric

Current (Q1)

Previous Year (YoY)

Performance

Category

R P P INFRA PROJECTS

Net Profit

β‚Ή108M

β‚Ή165M

-34.5% decline

Bad

 

Revenue

β‚Ή3.47B

β‚Ή3.36B

+3.3% growth

Good

NITCO

EBITDA

β‚Ή496M gain

β‚Ή108M loss

Turned profitable

Very Good

 

EBITDA Margin

32.29%

-

Strong margin

Very Good

 

Net Profit

β‚Ή475M

β‚Ή435M loss

Massive turnaround

Very Good

 

Revenue

β‚Ή1.5B

β‚Ή702M

+113.7% growth

Very Good

ASHOKA BUILDCON

Net Profit

β‚Ή2.17B

β‚Ή1.5B

+44.7% growth

Very Good

 

Revenue

β‚Ή18.87B

β‚Ή24.7B

-23.6% decline

Bad

HI-TECH GEARS

Net Profit

β‚Ή60M

β‚Ή142M

-57.7% decline

Very Bad

 

Revenue

β‚Ή2.1B

β‚Ή2.55B

-17.6% decline

Bad

 

EBITDA

β‚Ή261M

β‚Ή410M

-36.3% decline

Bad

 

EBITDA Margin

12.39%

16.07%

-3.68pp decline

Bad

SOM DISTILLERIES & BREWERIES

EBITDA

β‚Ή703.5M

β‚Ή642M

+9.6% growth

Good

 

EBITDA Margin

7.95%

6.34%

+1.61pp improvement

Good

KRSNAA DIAGNOSTICS

EBITDA

β‚Ή513M

β‚Ή427M

+20.1% growth

Very Good

 

EBITDA Margin

26.58%

25.09%

+1.49pp improvement

Very Good

Market Activity Summary

·       FII Activity: Net selling of β‚Ή1,202.65 Crore

·       DII Activity: Net buying of β‚Ή5,972.36 Crore

·       Net Impact: Strong domestic institutional support offsetting foreign outflows

Performance Categories Overview

Very Good (3 companies)

·       NITCO: Complete turnaround story

·       ASHOKA BUILDCON: Strong profit growth despite revenue decline

·       KRSNAA DIAGNOSTICS: Consistent growth with healthy margins

Good (2 companies)

·       R P P INFRA: Revenue growth positive

·       SOM DISTILLERIES: Steady EBITDA growth and margin expansion

Bad (2 metrics)

·       R P P INFRA: Significant profit decline

·       ASHOKA BUILDCON: Revenue contraction

·       HI-TECH GEARS: Revenue and margin decline

Very Bad (1 company)

·       HI-TECH GEARS: Severe profit decline across all metrics

Key Observations

1.     Mixed sector performance with construction and diagnostics showing strength

2.     NITCO's remarkable turnaround from loss to significant profit

3.     Margin pressure evident in manufacturing (Hi-Tech Gears)

4.     Domestic institutional support providing market stability

 

Added: 2025-08-12 07:53:20 | Edited: 2025-08-12 07:53:20 | public
πŸ“„
Β Β  Q1 Financial Performance Analysis ...

  

Q1 Financial Performance Analysis

Company

Key Metrics

Performance Category

Analysis

Cello World

• Net Profit: β‚Ή730M vs β‚Ή826M (YoY) ↓<br>• Revenue: β‚Ή5.29B vs β‚Ή5B (YoY) ↑

GOOD

Revenue growth positive but profit declined. Mixed signals.

Indian Hotels

• Acquiring 51% stake in Ank Hotels for β‚Ή1.10B<br>• Acquiring 51% stake in Pride Hospitality for β‚Ή940M

VERY GOOD

Strong expansion strategy with major acquisitions. Growth-focused.

ESAB India

• Net Profit: β‚Ή409M vs β‚Ή445M (YoY) ↓<br>• Revenue: β‚Ή3.5B vs β‚Ή3.3B (YoY) ↑

GOOD

Revenue growth but slight profit decline. Stable performance.

Marathon NextGen Realty

• EBITDA: β‚Ή309M vs β‚Ή529M (YoY) ↓<br>• EBITDA Margin: 21.96% vs 32.63% (YoY) ↓

BAD

Significant decline in both EBITDA and margins. Concerning trend.

WIM Plast

• Net Profit: β‚Ή169M vs β‚Ή145.1M (YoY) ↑<br>• Revenue: β‚Ή899M vs β‚Ή903M (YoY) ↓

GOOD

Profit growth despite slight revenue decline. Improved efficiency.

Praj Industries

• Order Book: β‚Ή3,254 Crore<br>• Expanding into SAF, CBG, and engineering exports<br>• Debt-free sustainable expansion

VERY GOOD

Strong order book, diversification strategy, and debt-free status.

Allcargo Terminals

• EBITDA: β‚Ή346M vs β‚Ή300M (YoY) ↑<br>• EBITDA Margin: 18.48% vs 15.83% (YoY) ↑

VERY GOOD

Strong growth in both EBITDA and margins. Solid operational improvement.

Brigade Hotel Ventures

• Plans to double portfolio to 3,300 rooms<br>• Expanding in luxury and upper-midscale markets<br>• Focus on sustainability

VERY GOOD

Aggressive expansion plans with strategic focus. Growth-oriented.

RPP Infra Projects

• EBITDA: β‚Ή200M vs β‚Ή250M (YoY) ↓<br>• EBITDA Margin: 5.76% vs 7.44% (YoY) ↓

BAD

Declining EBITDA and margins. Operational challenges evident.

Embassy Developments

• Net Loss: β‚Ή1.66B vs Profit β‚Ή1.2B (YoY) ↓<br>• Revenue: β‚Ή6.8B vs β‚Ή4.9B (YoY) ↑

VERY BAD

Massive swing from profit to loss despite revenue growth. Major concerns.

Performance Summary

Very Good (4 companies)

·       Indian Hotels, Praj Industries, Allcargo Terminals, Brigade Hotel Ventures

Good (3 companies)

·       Cello World, ESAB India, WIM Plast

Bad (2 companies)

·       Marathon NextGen Realty, RPP Infra Projects

Very Bad (1 company)

·       Embassy Developments

Key Observations

1.     Hotel/Hospitality Sector: Shows strong performance with expansion strategies

2.     Infrastructure/Real Estate: Mixed results with some significant challenges

3.     Industrial/Manufacturing: Generally stable with modest growth

4.     Revenue vs Profit Disconnect: Several companies showing revenue growth but profit challenges

 

Added: 2025-08-12 07:49:46 | Edited: 2025-08-12 07:49:46 | public
πŸ“„
Β  Performance Classification Table ...

 

Performance Classification Table

Company

Performance Category

Key Metrics

Reasoning

Tilaknagar Industries

Very Good

Profit: +121% YoY, Revenue: +30% YoY

Exceptional profit growth with strong revenue increase

Heubach Colorants

Very Good

Profit: +229% YoY, Revenue: +21% YoY

Outstanding profit jump with solid revenue growth

Time Technoplast

Good

Profit: +20% YoY, Revenue: +8% YoY, EBITDA: +12% YoY

Consistent growth across all metrics, plus bonus shares

Websol Energy Systems

Good

600 MW expansion, high ROE, leading margins

Strong expansion with solid fundamentals

KNR Constructions

Good

15-20% growth target, β‚Ή6,963 cr order book, debt-free

Strong order book and financial position

Krsnaa Diagnostics

Good

Aggressive expansion plan, targeting double-digit growth

Ambitious expansion strategy

Bata India

Neutral/Good

Positive consumption outlook

Forward-looking positive sentiment

Titagarh Rail Systems

Bad

Profit: -40% YoY, Revenue: -25% YoY

Significant decline in both profit and revenue

 

Added: 2025-08-12 07:44:01 | Edited: 2025-08-12 07:44:01 | public
πŸ“„
Β  Q1 Earnings Performance Analysis ...

 

Q1 Earnings Performance Analysis

Company

Category

Key Metrics

Performance Summary

Shaily Engineering Plastics

VERY GOOD ⭐⭐⭐⭐⭐

• Revenue: β‚Ή2.45B vs β‚Ή1.79B (+37% YoY)<br>• EBITDA: β‚Ή683M vs β‚Ή354M (+93% YoY)<br>• EBITDA Margin: 27.7% vs 19.75% (+8pp)

Outstanding growth across all metrics. Massive EBITDA growth with significant margin expansion

VST Tillers Tractors

VERY GOOD ⭐⭐⭐⭐⭐

• Net Profit: β‚Ή446M vs β‚Ή228M (+96% YoY)

Exceptional profit growth - nearly doubled year-over-year

Websol Energy System

VERY GOOD ⭐⭐⭐⭐⭐

• Revenue: β‚Ή2.2B vs β‚Ή1.12B (+96% YoY)

Outstanding revenue growth - nearly doubled

Enviro Infra Engineers

GOOD ⭐⭐⭐⭐

• Revenue: β‚Ή2.4B vs β‚Ή2.05B (+17% YoY)

Solid steady growth in revenue

MAN Industries

GOOD ⭐⭐⭐⭐

• Net Profit: β‚Ή276M vs β‚Ή191M (+45% YoY)<br>• Revenue: β‚Ή7.4B vs β‚Ή7.49B (-1% YoY)<br>• EBITDA Margin: 6.62% vs 5.04% (+1.6pp)

Good profit growth and margin improvement despite flat revenue

Lodha Developers

NEUTRAL ⭐⭐⭐

• NCD Limit: β‚Ή30B → β‚Ή50B

Corporate action - expanding debt capacity (could be positive for growth funding)

Exicom Tele Systems

VERY BAD ❌❌❌

• Net Loss: β‚Ή831M vs Profit β‚Ή182M<br>• Revenue: β‚Ή2.05B vs β‚Ή2.5B (-18% YoY)<br>• EBITDA Loss: β‚Ή386M vs Gain β‚Ή248M

Complete turnaround to losses with declining revenue and negative EBITDA

Performance Summary:

·       VERY GOOD (3 companies): Exceptional growth metrics

·       GOOD (2 companies): Solid positive performance

·       NEUTRAL (1 company): Corporate action

·       VERY BAD (1 company): Significant deterioration

 

Added: 2025-08-12 07:39:47 | Edited: 2025-08-12 07:39:47 | public
πŸ“„
Β  Very Good Performance ...

 

Very Good Performance

Company

Key Metrics

PATEL ENGINEERING

Q1 Cons Net Profit: β‚Ή810M vs β‚Ή547M (YoY)

DHUNSERI VENTURES

Q1 EBITDA: β‚Ή835M vs β‚Ή410M (YoY) <br> Q1 EBITDA Margin: 48.12% vs 25.4% (YoY)

TRAVEL FOOD SERVICES

Q1 EBITDA: β‚Ή1.46B vs β‚Ή1.02B (YoY) <br> Q1 EBITDA Margin: 38.88% vs 24.86% (YoY) <br> Q1 Cons Net Profit: β‚Ή918M vs β‚Ή554M (YoY) <br> Q1 Revenue: β‚Ή3.75B vs β‚Ή4.1B (YoY)

AWFIS SPACE SOLUTIONS

Q1 EBITDA: β‚Ή1.27B vs β‚Ή791M (YoY) <br> Q1 EBITDA Margin: 37.82% vs 30.69% (YoY)

SJVN

Q1 EBITDA: β‚Ή7.42B vs β‚Ή6.7B (YoY) <br> Q1 EBITDA Margin: 80.9% vs 76.7% (YoY)

Good Performance

Company

Key Metrics

KAMDHENU

Q1 SL Net Profit: β‚Ή214M vs β‚Ή154M (YoY) <br> Q1 Revenue: β‚Ή1.96B vs β‚Ή1.8B (YoY)

BEML

Q1 EBITDA Loss: β‚Ή480M vs Loss β‚Ή500M (YoY) (Reduced loss)

Bad Performance

Company

Key Metrics

KIRI INDUSTRIES

Q1 Cons Net Profit: β‚Ή101M vs β‚Ή922M (YoY)

ASTRAL

Q1 Cons Net Profit: β‚Ή811M vs β‚Ή1.2B (YoY) <br> Q1 Revenue: β‚Ή13.6B vs β‚Ή13.84B (YoY)

 

 

 

Added: 2025-08-12 07:37:13 | Edited: 2025-08-12 07:37:13 | public
πŸ“„
zerodha API mcp server = https://mcp.ki...
zerodha API mcp server = https://mcp.kite.trade/sse
Added: 2025-08-10 21:26:19 | Edited: 2025-08-10 21:26:19 | public
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Company / News

Q1 Performance Summary

Category

El Cid Investments

Net Profit β‚Ή706M vs Loss β‚Ή195M, Revenue β‚Ή920M vs -β‚Ή175M

Very Good

TVS Supply Chain Solutions

Net Profit β‚Ή712M vs β‚Ή75M, Revenue β‚Ή25.9B vs β‚Ή25.4B

Very Good

Fusion Finance

Net Loss β‚Ή922.5M vs Loss β‚Ή356.2M, Revenue β‚Ή4.22B vs β‚Ή6.21B

Very Good* (improved loss)

Banco Products

EBITDA β‚Ή1.9B vs β‚Ή1.3B, Margin 20.50% vs 16.52%

Very Good

Trump Statement

Says Russia-Ukraine War might end soon

Very Good

ASM Technologies

Net Profit β‚Ή156M vs β‚Ή31M, Revenue β‚Ή1.23B vs β‚Ή526M, EBITDA β‚Ή257M vs β‚Ή38M, Margin 20.91% vs 7.30%

Very Good

AFCONS Infrastructure

Net Profit β‚Ή1.36B vs β‚Ή1.03B (YoY), Revenue β‚Ή33.6B vs β‚Ή31.3B, EBITDA β‚Ή4.34B vs β‚Ή3.67B, Margin 12.91% vs 11.73%

Good

Camlin Fine Sciences

Net Loss β‚Ή100M vs Loss β‚Ή340M, Revenue β‚Ή4.23B vs β‚Ή3.8B

Good

Star Cement

Net Profit β‚Ή985M vs β‚Ή310M

Good

Ramco Systems

Net Profit β‚Ή9.4M vs Loss β‚Ή197M, Revenue β‚Ή1.61B vs β‚Ή1.36B, EBITDA β‚Ή290M vs β‚Ή34.4M, Margin 18.01% vs 2.51%

Good

Vindhya Telelinks

Net Profit β‚Ή586M vs β‚Ή294M, Revenue β‚Ή9.1B vs β‚Ή8.3B

Good

Market Activity

FII Buy β‚Ή1,932.81 Cr, DII Buy β‚Ή7,723.66 Cr

Good

Sharda Motor Industries

Net Profit β‚Ή999M vs β‚Ή768M, Revenue β‚Ή7.56B vs β‚Ή6.85B

Good

Gujarat Alkalies & Chemicals

EBITDA β‚Ή1.16B vs β‚Ή738M, Margin 10.55% vs 7.55%

Good

Mishtann Foods

EBITDA β‚Ή842M vs β‚Ή731M, Margin 21.81% vs 19.09%

Good

Max Estates

Net Profit β‚Ή114M vs β‚Ή16M, Revenue β‚Ή515M vs β‚Ή405M

Good

Yatra Online

EBITDA β‚Ή231M vs β‚Ή46M, Margin 11% vs 4.55%

Good

Manappuram Finance

Interim Dividend β‚Ή0.50/share

Bad

Grasim Industries

Net Loss β‚Ή1.2B vs Loss β‚Ή521M

Bad

Wockhardt

Net Loss β‚Ή900M vs Loss β‚Ή140M

Bad

Equitas Small Finance Bank

Net Loss β‚Ή2.2B vs Profit β‚Ή258M

Bad

ImagicaaWorld Entertainment

EBITDA β‚Ή661M vs β‚Ή1.08B, Margin 48.12% vs 60.28%

Bad

Shipping Corporation of India

EBITDA β‚Ή4.9B vs β‚Ή5.1B, Margin 37.16% vs 33.66%, Net Profit β‚Ή3.54B vs β‚Ή2.9B, Revenue β‚Ή13B vs β‚Ή15B

Bad

Manappuram Finance

Net Profit β‚Ή1.38B vs β‚Ή5.55B, Revenue β‚Ή22.62B vs β‚Ή24.9B

Very Bad

Puravankara

Net Loss β‚Ή684M vs β‚Ή154M, Revenue β‚Ή5.2B vs β‚Ή6.6B

Very Bad

 

Added: 2025-08-10 21:24:11 | Edited: 2025-08-10 21:24:11 | public