Rounaq Bakshi notes

  https://youtu.be/h1R5lOOXIGw?si=xIs7_tOl0HPid6fC Key financial highlights for Q3, FY 2023-24 compared to Q3, FY 2022-23 are as follows:  Profit After Tax: ₹ 335.54 crores as against ₹ 200.75 crores (up by 67.15%)  Revenue from Operations: ₹ 1,253.20 crores as against ₹ 868.98 crores (up by 44.21%)  Loan Book: ₹ 50,579.67 crores as against ₹ 37,887.69 crores (up by 33.50%) Net-worth: ₹ 8,134.56 crores as against ₹ 5,591 crores (up by 45.49%)  Net NPAs: 1.52% as against 2.03% (reduction by 25% in percentage terms)  Gross NPAs: 2.90% as against 4.24% (reduction by 31.70% in percentage terms)

  https://youtu.be/TsATncw_xJs?si=-RNzWXcwfTNa1UwL CESC  Ventures Into Green Hydrogen Domain Solar Energy Corporation India, a government of India enterprise, selected  CESC   Projects, for  the green hydrogen facility.  The investment in the venture could be in the region of Rs 450-500 crore CESC  will establish a green hydrogen plant, the first by the RPSG Group flagship, signalling its foray into new forms of energy. The thermal power producer, which supplies electricity to Calcutta and its suburbs, will build a 10,500 tonne capacity unit on the east coast. The new venture will be executed by  CESC  Projects Ltd, a wholly owned subsidiary of  CESC  Ltd. The project is going to get a fiscal incentive from the government of India as part of the National Green Hydrogen Mission unveiled in 2022.

 URL:  https://youtu.be/5dFNFxQkk0w?si=QISdSSvSF2r7eK2o Tejas  is a leading technology innovator in India’s telecom sector with 445 patent filings and a rich repository of 330+ semiconductor IPs Saankhya Labs has applied under both schemes for its telecom products and semiconductor chips. Over 60% of the  Tejas  workforce is involved in R&D.  With the recent acquisition of Saankhya Labs, the company has enhanced its R&D competencies in adjacent areas such as satellite communications, broadcast and semiconductor chip design Tejas  is a part of the Tata Group, with Panatone Finvest Ltd. (a subsidiary of Tata Sons Private Limited.) being the majority shareholder. MeitY has announced the Design Linked Incentive (DLI) Scheme to offset the disabilities in the domestic industry involved in semiconductor design.  TTDF Scheme aims to support domestic companies involved in technology design, development, commercialization of telecommunication produc...

  https://youtu.be/08-eOqlx5M8?si=jDwnFv8O1RxL_Nvv Personal care, Healthcare and Performance Oils ( 54.96% revenue) : Petroleum jelly, Waxes and White oil ( is the Largest Business Division with Exposure to Fast-growing Consumer and Healthcare End-Industries) 26.5% market share in India in white oil in FY23 Lubricant 25.03% EBITDA Margin (%): 7.72% PAT Margin (%): 4.83%

  https://youtu.be/FM46Qa8oXlQ?si=GmzjUDBssmFF3d9H Bharat Bijlee:  India’s top 10 electric motors manufacturers  About: Bharat Bijlee Limited is a pioneer in the electrical engineering industry in India having been incorporated in 1946.  Company has also been adjudged as one of India’s top 10 electric motors manufacturers in 2022 by Industry Outlook magazine. Bharat Bijlee as a reputed manufacturer of 220KV class transformers upto 200 MVA range. BBL is one of the leading manufacturers of transformers in the segment of 220-KVclass transformers upto the range of 200MVA in India. A multi-product, multi-divisional organisation, its main products are transformers, electric motors, magnet technology machines and drives & automation system. The Company also undertakes turnkey projects (switchyards). The company has two primary business segments: PowerSystems (46%of revenues inFY23) that comprise Transformers and Projects divisions, and Industrial Systems segment (55%of ...