Rounaq Bakshi notes

https://youtube.com/shorts/1YY13FcTU7Q?si=uG3h8eJXXuqch8Qo RELIANCE INDUSTRIES: Clean Energy Transition Reliance is making significant strides in the development of the Dhirubhai Ambani Green Energy Giga Complex spanning 5,000 acres in Jamnagar.  The phased commencement of operations at the Solar PV Giga Factory is anticipated by the end of 2024   Reliance has made progress in developing a manufacturing ecosystem essential for cost-efficient wind power generation at a giga scale In parallel, Reliance is accelerating the commercialisation of its sodium ion battery technology.  With plans to industrialise sodium ion cell production at a megawatt level by 2025, the Company intends to rapidly transition to a giga scale     Reliance is also working towards establishing a giga factory dedicated to fuel cells, which are anticipated to progressively replace internal combustion engines.  Reliance is investing in a power electronics giga factory, a vital co...

https://youtu.be/uPcCqY6Y1es?si=n_iIR7RNz7CemaXs   RELIANCE INDUSTRIES:  Jio Continuing Leadership In 5G Transition Industry-leading operating performance driving healthy financial results  JPL consolidated Revenue at Rs 29,449 Crore, growth of 12.8% YoY  JPL consolidated EBITDA at Rs 14,638 Crore, growth of 11.6% YoY Subscriber base at 489.7 million in Q1 FY’25; net additions of 8.0 million  Largest 5G subscriber base of ~130 million globally (outside China)  ARPU for the quarter at Rs 181.7/month Jio continues to build on its market leadership with ~33% YoY increase in data traffic  Jio is now the largest operator globally in terms of data traffic  5G accounts for 31% of Jio’s wireless data traffic Jio has become the fastest operator to cross 1 million connections on Fixed Wireless with strong demand for JioAirFiber  Building on #1 position in home broadband with >60% share of industry net additions   About the author Hi, My Na...

https://youtube.com/shorts/32bjjjgYaTc?si=anr8AuA1mUIcavcf Fund Name Motilal Oswal NASDAQ Q 50 ETF About Nasdaq Q 50 Index The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies outside of the Nasdaq-100 Index Exposure to next-generation of innovators The Nasdaq Q-50 Index (NXTQ) tracks the performance of the 50 securities that are next eligible for inclusion into the Nasdaq 100 Index (NDX). The index deploys the proven methodology behind the time tested Nasdaq 100 Index, with its emphasis on innovation and growth.  The key benefit of the Nasdaq Q-50 is diversification into additional disruptive companies beyond the established, mega cap and large cap leaders in the Nasdaq 100.  Stock Selection: Top 50 companies that are not part of NASDAQ 100 Index are included, in the Index, but with acute focus on the next generation of market leadership Weighting: The index stocks are weighted by modified float adjusted market...

https://youtu.be/rAcEFpKFwd4?si=0t7EM2s1U93xcCMV   PCBL   profit may jump 5x in next five years to ₹2,500 crore, says RPSG Group Chairman Sanjiv Goenka The profitability of  PCBL  Ltd., the producer of carbon black and its by-products, should see a rise of 5x in the next five years, according to RP Sanjiv Goenka Group Chairman, Sanjiv Goenka. Goenka said that  PCBL  should see a profit after tax between ₹2,400 crore and ₹2,500 crore in the next five years. Goenka also said that  PCBL 's margins can see an expansion of nearly 200 basis points up to 18% from the current levels of 16%. The RP Sanjiv Goenka Group Chairman said that they intend to expand in the chemicals business through the acquisition of "Aquapharm" and will also be making investments in oil and gas chemicals.  PCBL  had acquired Aquapharm in November 2023 for over ₹3,800 crore. This strategic acquisition marked  PCBL 's entry into the global specialty segments of water tre...

https://youtu.be/nbe6K1W9cx0?si=VDtLRNfHg92wyDbK   HBLPOWER: Is down 20% from Top KAVACH (Train Collision Avoidance System) HBL  pioneered the system with help from RDSO; the demo trial occurred in October 2012 at Tandur, SCR.  The Railways announced that they will install Kavach (TCAS) over at least 30,000km of track in ten years.  HBL  has four EPC contracts on hand for Rs. 686 crores. The EPC part is subcontracted. The TCAS part varies from Tender to Tender.  For tenders on hand, the TCAS part averaged at 70%. Each contract needs around two years to complete.  Expected service life of a TCAS system is 15 years.  Electronics systems need maintenance, and railways pay for this annually (after the first few years).  There are now three companies approved for supply of TCAS. Interoperability among the three designs has been established.  New suppliers must also be interoperable with the current suppliers and this is a time consuming proce...

  https://youtube.com/shorts/gTVrRdMDokc?si=jHU4Nr_MByuhg1MR ZEE ENTERTAINMENT ENTERPRISES: Down 50% from top Zee Music Company (ZMC) 2nd Largest Music Label with ~153 Mn Subscribers on YouTube    ZMC added 3.5 Mn YouTube subscribers across channels during the quarter on back of new acquisition and catalogue ZEE5 platform is making steady progress and have seen healthy trends in usage and engagement metrics, including the Net Promoter Score Significant progress has been made towards achieving a balanced cost structure, in order to sustain long-term growth. Short-term aberration in the digital business growth momentum as we optimize costs for the long run.  13 shows and movies released during the quarter including 4 originals    About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.                            ...

  https://youtube.com/shorts/CrUKV5bh5mE?si=VL-8nuqxVZG79vz_ ·           In 2021:  NALCO  Ministry of Coal announced Rs 30000 crore expansion plan for the company. ·           NALCO  will invest around Rs 30,000 crore by financial year 2027-28 on the company's expansion and diversification plans. ·           Out of this proposed investment, the company will spend over Rs 7,000 crore on the fifth stream refinery, Pottangi bauxite mines, bauxite transportation system from south block & Utkal D & E coal mines ·           Remaining Rs 22,000 crore will be spent on smelter and captive power plant (CPP) expansions, which also include expansion of the company's smelter plant at Angul district in Odisha with construction of a 1400 MW feeder CPP. ·        ...

https://youtube.com/shorts/3u067BBn0Po?si=6mBGwSo-OjEsY-Xj Corporate loan grows 21% in Q1, hints at revival in private sector capex The report added that capital investments by private companies, a  major  driver of India’s long-term growth, has been gaining  traction,  after moderating during the COVID-19 pandemic. According to the RBI monthly bulletin published this week, investment intentions of private corporates remained buoyant during 2023-24  as  reflected in the rising total number of projects  as well as  the total cost of projects sanctioned by banks/FIs. In FY24, about 944 projects got assistance from banks/FIs with a record high total cost of projects of Rs 3,90,978 crore,  as  compared to 547 projects sanctioned during the previous year,  having  a total cost of Rs 2.67 lakh crore. Capacity utilization at 78 percent in March 2024, an 11-year high, also  points to  a possible sustained recovery in capex. A...

  https://youtu.be/W2wl1r5B_QE?si=_-dk-vCOxsRZcEwN SKIPPER   Q1  PAT growth of 99% Revenue  Exceeded Guidance :  Q1  Fy’25 revenue growth surged by 97% against full year guidance of 25% , showcasing strong performance and effectiveness in driving business success.  Continued growth trajectory : Maintain ambitious plan for the future, aiming for a 25% CAGR over the next 2 years , underscoring commitment to continued success   Focus continues towards improving bottom line profitability and capital return ratios     Capability to execute power T&D projects at the highest voltage level set us apart, offering a competitive advantage due to limited competition. These projects offer superior margins compared to lower voltage lines.   Capacity Expansion  Enhancing engineering capacity by 75,000 MT , culminating in a robust total capacity of 375,000 MTPA , bolstering capabilities to meet growing demand  Steering ...

https://youtube.com/shorts/oX2CGucW-NM?si=UQxP3VS3yBvI_R8N   Global Health Limited  Under the “ Medanta ” brand is down 30% from top Global Health Limited is one of the largest private multi-specialty tertiary care providers operating in the North and East regions of India, with key specialties cardiac science, neurosciences, oncology, digestive and hepatobiliary sciences, orthopedics, liver transplant, and kidney and urology, Under the “ Medanta ” brand, the Company has a network of five hospitals currently in operation (Gurgaon, Indore, Ranchi, Lucknow, and Patna). Spanning an area of 4.7 million sq. ft., its operational hospitals have 2,890 installed beds as on June 30, 2024.  It also has one hospital underconstruction in Noida.  The Company provides healthcare services in over 30 medical specialties and engages over 1,750+ doctors led by highly experienced department heads. Medanta  to enter Mumbai market with a state-of-the-art 500+ bedded super-specialty h...

https://youtube.com/shorts/E3UBuUZOL6s?si=GSIIxSIbc5n36l7b   General Insurance Corporation of India : Down 20% from Top General Insurance Corporation of India GIC Re is the largest reinsurer in the domestic reinsurance market in India  Consolidated Gross Premium Income of the company was 12,589.42 crore for the quarter ended 30.06.2024 as compared to  9,206.79 crore for the quarter ended 30.06.2023.  Investment Income of the group was  2,788.85 crore for the quarter ended 30.06.2024 as compared to  2,573.79 crore for the quarter ended 30.06.2023.  Consolidated Profit Before Tax for the quarter ended 30.06.2024 was 1,490.12 crore as compared to Profit Before Tax of 1,153.57 crore for the quarter ended 30.06.2023.  Consolidated Profit After Tax for quarter ended 30.06.2024 was 1,400.65 crore as compared to Profit After Tax of 977.65 crore for the quarter ended 30.06.2023.  Incurred claims Ratio is 89.17% for the quarter ended 30.06.2024 as comp...

https://youtu.be/NOkkexhJh0s?si=Rmz6e-oIhqL-qjZT   PFC Q1 PAT growth at 20% Consolidated Financial Highlights  20% increase registered in consolidated Profit After Tax from Rs. 5,982 er. in QI '24 to Rs. 7,182 er. for QI '25.  Consolidated Loan Asset Book crosses the 10 lakh crores mark and stands at Rs.10,04,735 cr. as on 30.06.2024 vs. Rs.8,86,723 cr as on 30.06.2023.  Consolidated Net worth (including non-controlling interest) increased by 20% from Rs. 1,18,367 cr. as on 30.06.2023 to Rs.1,41,940 cr. as on 30.06.2024  Owing to concentrated resolution efforts, consolidated Gross NPA has reached below 3% and is at 2.97% in QI '25 from 3.54% in QI '24.  Consolidated Net NPA also declined significantly by 16 bps from I% in Q1 '24 to 0.84% in Q1 '25 About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.                        ...

https://youtube.com/shorts/UxcRZKuwotQ?si=bL4Fg_G8tZ5U_2CU   KNR CONSTRUCTIONS  Q1 Profit After Tax growth of 25%  One of the leading companies providing Engineering, Procurement and Construction (EPC) services  Major Projects in Roads & Highways – one of the fast-growing sectors  Established presence in Irrigation and Urban Water Infrastructure Management  25+ years of experience of project execution  Successfully executed more than ~8,700 lane km Road Projects  Projects executed across 12 states in India  Portfolio of BOT/HAM Projects  668 lane Kms Projects in the state of Telangana, Karnataka & Bihar  2 Annuity based Projects, 1 Toll based project and 8 HAM based projects  8 HAM based projects with total Bid Project cost of Rs. 96,188 million  About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.            ...

  https://youtu.be/DpCXL4I3zZE?si=ONXIwHykTptR-iOj Motilal Oswal Nasdaq 100 ETF (MOFN100) The Scheme will invest in the securities which are constituents of NASDAQ-100 Index in the same proportion as in the Index. NASDAQ-100 Index has been designed by NASDAQ OMX Group, Inc. A part of the NASDAQ family of indices, 26 year old, NASDAQ-100 Index includes 100 largest domestic (U.S.) and international non-financial securities listed on The NASDAQ Stock Market based on market capitalization. The Index reflects companies across major industry groups including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology. It does not contain securities of financial companies including investment companies. Includes top 100 domestic and international non-financial companies listed at NASDAQ Stock Market. Index reflects companies across computer hardware, and software, telecommunications, retail/wholesale trade and biotechnology. In order to avoid concentration...

  https://youtube.com/shorts/ghhA4KR_mt4?si=_77MERgKvt2DKX20 LIC Housing Finance: Less than 10 PE Q1 FY25 PAT at Rs.1300.21cr as against Rs 1323.66 cr  Q1 FY25 Total Revenue from operations Rs.6783.67 cr as against Rs.6746.51 cr  Outstanding Loan portfolio up by 4% to Rs. 2,88,665 cr  Individual Home Loan Portfolio up by 7% to Rs. 2,46,275 Cr Individual Home Loans 85.3% Net Interest Margins 2.76% for Q1 FY25 as against 3.21% for Q1 FY24. Net Profit After Tax stood at Rs. 1300.21 crs compared with Rs 1323.66 crs during the same period in the previous year, however sequentially it has increased by 19% Speaking of the performance, Shri. Tribhuwan Adhikari, Managing Director & Chief Executive Officer of LIC Housing Finance Limited said, "Following the technology upgrades and organizational restructuring, we are now fully equipped to aim for faster growth especially in individual housing loan segment. The recent Union Budget has given a positive impetus to our sector ...