Rounaq Bakshi notes

  Geojit Financial Services: Impressive results Consolidated Revenue increased YoY by 39% from Rs. 448 crore to Rs. 624 crore     Profit After Tax (PAT) increased YoY by 48% from Rs. 101 crore to Rs. 149 crore   As on 31 March 2024, the company’s assets under custody and management stood at Rs. 93,000 crore.  Thank you for contacting Rounaq!  Please let us know how we can help you.  About me :  https://www.linkedin.com/in/rounaq-bakshi-12224412?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Have you subscribed to my channel yet ? Youtube :  https://youtube.com/@rounaqbakshi1875 Blog :  https://rounaqbakshinotes.blogspot.com Join my group :  https://chat.whatsapp.com/G7ZJwq0NPCUAWffYXs8eoY Instagram:  https://instagram.com/rounaqbakshi?igshid=MmIzYWVlNDQ5Yg== Telegram:  https://t.me/rounaqbakshi Twitter:  https://x.com/TKaur1111 Book your consultation:  https:/...

  ICICIBANK: Profit after tax grew by 30% year-on-year to ₹ 44, 256cr in FY2024   The net NPA ratio was 0.42% at March 31, 2024 compared to 0.44% at December 31, 2023 and 0.48% at March 31, 2023 Total period-end deposits increased by 19.6% year-on-year and 6.0% sequentially to ₹ 14,12,825 crore (US$ 169.4 billion) at March 31, 2024 Domestic loan portfolio grew by 16.8% year-on-year to ₹ 11,50,955 crore (US$ 138.0 billion) at March 31, 2024   Profit after tax grew by 30% year-on-year to ₹ 44, 256cr in FY2024   Average current account and savings account (CASA) ratio was 38.9% in Q4-2024  Thank you for contacting Rounaq!  Please let us know how we can help you.  About me :  https://www.linkedin.com/in/rounaq-bakshi-12224412?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Have you subscribed to my channel yet ? Youtube :  https://youtube.com/@rounaqbakshi1875 Blog :  https://rounaqbakshin...

  Shakti Pumps (India): Achieves Highest Ever Revenue and Profitability in a Fiscal Year Revenue for FY24 at Rs. 1,371 Crores; PAT at Rs. 142 Crores  SPIL supplies solar pumps to farmers through various State Governments; 69% Revenue Share in FY24   1200+ Product Variants Diversified Product Range - Inhouse manufacturing of energy efficient products Backward Integrated - In-house manufacturing all the key components required for pumps and motor manufacturing Export contributes ~21% of revenue in FY24; accredited as “Star Export House” by the Government of India The Solar Pumps industry, spearheaded by PM KUSUM Scheme, is set for extensive growth with an estimated installation demand of over 14 lakh Off-grid and 35 lakh Ongrid Solar Pumps. There are a large number of farmers in various states who have applied for electricity connections to irrigate their farms. Discoms to provide them the basic infrastructure has a cost involved plus the electricity has to be provided...

  SCHAND : Down 25% from top Since the New Curriculum has been developed after a gap of 18 years, it would substantially reduce the second-hand book market, and which would spur volumes.  Expect 100% adoption of new NCF by schools to happen over the next 2-3 years which translates into a strong runway of growth for the company during FY25-27. S Chand Academy (Youtube): The channel houses modules comprising of over 1,800 videos that have been prepared supplementing S Chand Test Prep & College Content.  The channel has showed strong growth reaching ~234k subscribers and over 20 million views so far. S Chand and Company: On radar The National Curriculum Framework for School Education (NCF-SE) was released by the Hon'ble Union Minister of Education, Skill Development and Entrepreneurship in August, 2023.  This is the   first ever integrated Curriculum Framework for children between ages 3-18 years in India. It is a direct outcome of the 5+3+3+4 curricular a...

JITF INFRALOGISTICS LIMITED: ANNUAL REPORT 2023-24 Company’s business is to carry out infrastructure businesses through its subsidiaries and step down subsidiaries.  The infrastructure businesses include (a) Municipal Solid Waste management and Waste to Energy business which is being carried out by various SPVs under JITF Urban Infrastructure Limited; (b) Rail wagon fabrication and manufacturing business being carried out by Jindal Rail Infrastructure Limited and (c) Water and Waste Water EPC business being carried out by JWIL Infra Limited. JITF Infralogistics Limited is the holding company for infrastructure business which is consisting of Water and waste water management business, Municipal Solid Waste management and Waste to Energy business, and Rail wagon fabrication and manufacturing business. REVIEW OF OPERATIONS  During the Financial Year, the Company achieved Gross Revenue of Rs.320.81 lacs as against Rs 285.72 lacs achieved during the previous year.  The net pro...

  PCBL : Li-Ion batteries  Nanovace Technologies Ltd. (JV Company) is setting up a large pilot plant at Palej site which will develop Nano-Silicon additives to be used in anodes of Li-Ion batteries. PCBL Nanovace Technologies is a joint venture between PCBL and Kinaltek (Kindia) that creates nano-silicon materials for energy storage systems and electric vehicles (EVs) PCBL & Kindia has entered into a JV agreement for developing Nano-Silicon products to be used in anodes of Li-Ion batteries  PCBL will hold 51% and Kindia will hold 49% in Nanovace  Cash consideration of USD 44 mn in stages (subject to completion of certain milestones) in the JV Company for setting up a manufacturing facility for such products Ownership of 2 IP transferred to JV company to be licensed by Kindia    About Nanovace :  World’s first, unique Technology Platform which enables conversion of widely available Silicon/ Graphite precursors to battery grade Nano Silicon/ Graphite...

  Raamdeo Agrawal is optimistic about 2025, and said it will be a 'fantastic year'. 'Next year, even if FIIs invest $20-25 billion, we will have a party', Raamdeo added. The CY24 has seen an inflow of $60 billion from domestic investors, which cushioned the intense selling from foreign investors. He added that Centre's focus on capex will lead to capital goods, defence and railway plays continue to find a favour in 2025 as well. Raamdeo Agrawal sounded optimistic about 2025, and said it will be a 'fantastic year'. The wealth study said the underperformance of these bluechips could range from market events, external factors, misallocation of capital, change in competitive landscape or regulation.  "Assuming there is no structural decline in the companies’ fundamentals, such bruising offers a golden opportunity to build large positions in these aspirational Blue Chips," the wealth study added. Raamdeo Agrawal told CNBC-TV18 that the 'asymmetric p...

  Rashi Peripherals Limited  H1 FY25 PAT ₹ 1,249 Mn 73.4% YoY  Revenue ₹ 79,733 Mn 45.8% YoY     Preferred distribution partner of 60+ Global Technology Brands   One of the widest distribution infrastructure to serve technology needs of end users in every nook and corner of the country   Received project order from Reliance Industries for Cables  Started Samsung Consumer Electronics business   Forayed in Quick Commerce business     Thank you for contacting Rounaq!  Please let us know how we can help you.  About me :  https://www.linkedin.com/in/rounaq-bakshi-12224412?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Have you subscribed to my channel yet ? Youtube :  https://youtube.com/@rounaqbakshi1875 Blog :  https://rounaqbakshinotes.blogspot.com Join my group :  https://chat.whatsapp.com/G7ZJwq0NPCUAWffYXs8eoY Instagram:  https://inst...

  Century Enka Limited: Smallcap story   The company has grown to become one of the largest producers of Nylon Filament Yarn (NFY) and Nylon Tyre Cord Fabric (NTCF) in India.  25% NTCF Domestic Market Share The company makes customised Nylon tyre cord fabric for reinforcement of tyres which are used in motorcycles, scooters, light commercial vehicles (LCVs), medium & heavy commercial vehicles (MHCVs) farm and off the road (OTR) vehicles.  The Company’s two state-of-the-art manufacturing facilities are located in Pune, Maharashtra and Bharuch, Gujarat, with a capacity of ~92,000 MTPA.  Good demand both in OEM and replacement markets for 2-3-wheeler tyres from Q1 and sustained till August end. Demand remained muted from Truck and Bus segments and Farm Tyres   It also produces a wide range of High-Quality Nylon Yarns used for varied applications including fish-twines, conveyor belts, sports and active wear, sarees, intimate and foundation wear, e...

  Unimech Aerospace: IPO The aerospace company, which competes with listed peers such as Azad Engineering, Dynamatic Technologies, MTAR Technologies, Paras Defence & Space Technologies, looks to raise a total of ₹500 crore at a market value of around  3,992 crore Unimech Aerospace has posted impressive financial growth, with revenue soaring from INR 36.35 crore in FY 2022 to INR 208.78 crore in FY 2024. Over the same period, the company increased its net income from INR 3.39 crore to INR 58.13 crore, reflecting strong profitability and growth. Its Return on Net Worth (RONW) for FY 2024 stood at an impressive 53.53% The company specializes in manufacturing complex products for the aerospace, defense, energy, and semiconductor industries, offering products such as engine lifting beams, ground support equipment, airframe assembly platforms, and precision components. With a track record of delivering 2,356 tooling and precision sub-assemblies and 624 precision machined parts f...

  Adani Energy Solutions: large order book of Rs 54,761 crore in transmission AESL serves more than 12 million consumers in metropolitan Mumbai and the industrial hub of Mundra SEZ. AESL is ramping up its smart metering business and is on course to become India’s leading smart metering integrator with an order book of over 22.8 million meters   Adani Energy Solutions Limited (“AESL”), part of the globally diversified Adani portfolio and the largest private transmission and distribution company in India with a large smart metering portfolio Confident that despite a large order book of Rs 54,761 crore in transmission and ~Rs 13,600 crore in smart metering, the company will continue to deliver strong operating and financial performance, thanks to unparallel project and operating excellence coupled with robust capital management program   The company stays focused on timely project commissioning as well as achieving operating efficiencies.  The key highlight of...

  SG Mart leading B2B marketplace SG Mart is a leading B2B marketplace providing high-quality materials to construction professionals.   9MFY25 1.6% Net Profit Margin FY24 was 2.3%    SG Mart offers a wide range of products, encompassing more than 27 product categories, and more than 2,500 SKUs.  These categories include construction steel products like TMT Rebars, HR Sheet, Welding rod, Binding wire, mesh net, tapping screw and barbed wire, among others   SG Mart's trading capacity is 20 times more than current largest steel trader SG Mart’s customer base spans top tier EPC companies, real estate developers, OEMs, traders, dealers and retailers.  With successful deliveries to multiple cities spread across 24 states, the Company has established a robust network of suppliers and logistics providers, facilitating seamless operations, and ensuring pan-India reach.  The company is proud to be associated with more than 2,126 customers and 223...

  GPT Infraprojects  : better execution in the infrastructure business The company made inroads into the infrastructure segment in 2004 and is now an established Railway focused player, engaged in the execution of civil and infrastructure projects, especially large bridges and ROBs for Railways.  In the Sleeper segment, the company manufactures and supplies concrete sleepers for Railways in India and Africa.   Long Term Credit Rating Upgraded to CRISIL A Stable. This has lead to further reduction of cost. Order backlog stands healthy at Rs 3,332.5 crore, with an order inflow of Rs 1,040.4 crore during the year including incremental orders from existing contracts    Key Financial Highlights for 9M FY25: Consolidated Revenue from Operations stood at Rs 807.3 crore, higher by 11.6% y-o-y Consolidated EBITDA stood at Rs 102.5 crore, higher by 11.3% y-o-y,  EBITDA Margin of 12.6%  Consolidated PAT after minorities stood at Rs 55.8 crore, higher by...

Kalyani Steels  ANNUAL REPORT FY 2025 Rising Stronger: Building the Future with Purpose and Precision  FY 2025 was one of the strongest years in our journey, marked by outstanding financial performance and operational excellence.  Recorded highest-ever revenue of ₹20,336 million, up from ₹20,063 million in FY 2024.  Profit Before Tax (PBT) also reached a record of ₹3,427 million, compared to ₹3,327 million in the previous year.  This performance is a testament to our team’s unwavering focus on managing price volatility, executing cost optimization and energy efficiency programs, and reinforcing a ‘Quality First’ culture across the organization.  Proactive market intelligence and disciplined execution enabled us to stay ahead of demand fluctuations and margin pressures, even as global steel players navigated a more volatile and uncertain environment. Manufacturing Revenue consists of sale of Rolled Products, As Cast Blooms, Pig Iron and Foundry Coke and BF C...

  𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚? Whether you're living in the US, UAE, UK, or Singapore; India continues to be a hotspot for wealth creation. But why do so many NRIs still invest here? Here’s why 👇 ✅ Higher Returns – Indian equity markets, mutual funds, and even fixed deposits offer attractive long-term returns. ✅ Tax-Free Income – Interest from NRE and FCNR deposits is tax-free in India. Plus, DTAA helps avoid double taxation. ✅ Currency Edge – You invest in INR, and with the right timing, your gains in foreign currency terms could be even higher. ✅ Diversification – Indian assets like gold, real estate, and stocks add balance to a global portfolio. ✅ Future Ready – Planning to return to India someday? Build your base early with property or retirement-focused investments. ✅ Emotional Roots – Beyond numbers, India is still home. 💡 Whether it’s for wealth creation, retirement planning, or building assets back home, India offers a solid mix of growth + stability...

Despite global economic challenges, the country's exports of merchandise and services are estimated to have increased by 6% to reach $821 billion in FY 2025 while imports have increased by 7% to reach $915 billion.  This resulted in widening of trade balance.  Notably, in FY 2024, India had decreased its trade balance by ~36% but in FY 2025, trade balance increased by 21%. Out of 30 key sectors, 20 sectors exhibited positive growth in Merchandise exports.  Most notable among these sectors are Electronics goods exports which registered a growth of ~32.5%.  On Merchandise import side, 8 sectors registered a negative growth.  Most significant among these sectors being Pearls, precious & semi-precious stones at ~ -24% followed by Coal, Coke & briquettes; Project Goods; and Silver at ~-20%, ~ -19% & ~-11% India's Top 5 export destinations along with their annual growth in FY 2025 include US (11.6%), UK (12%), Japan (21.1%), UAE (2.8%), France (11.4%)...