Rounaq Bakshi notes

Balrampur Chini Mills: establishment of India’s first-ever industrial bio-plastic plant   https://youtu.be/KYtKaS1RhEc?si=-BLcvj5GhtfUaVQP Balrampur Chini Mills: establishment of India’s first-ever industrial bio-plastic plant Balrampur Chini Mills Limited is set to venture into Poly Lactic Acid (PLA) manufacturing with a new fully integrated facility.  ~The new venture will facilitate the establishment of India’s first-ever industrial bio-plastic plant~  With an estimated investment of Rs. 2000 crores in phases over a period of around 2.5 years, the new project is aimed to fuel India’s journey towards achieving net zero emissions by 2070.  Expected to be completed within a period of 30 months, the new venture will mark the establishment of the first-ever industrial bioplastic plant in India.  The state-of-art PLA factory will command a whopping capacity at “global” scale of 75’000 t/a.  To expedite the construction of the new plant, it will be located on a...

Welspun Enterprises : Microcap theme   ₹ 3.6 tn across focus segments Water - To be a technology-led solution provider for all needs  Large Volume Plants: Create platform with global technology partners such as Veolia & Xylem for a sustainable Moat. Distributed Plants: Driven by Smart Ops ○ Small scale: Product based on Smart Ops, leveraging distribution network of Welspun Sintex  Operation & Maintenance – as a separate revenue stream Water - To be a technology-led solution provider for all needs Transmission Solutions • Distribution for Industrial area / Municipalities - Non Revenue Water, One City One Operator  Municipal Utility Tunnels     India’s water challenge is to cater to ~18% of world population with ~4% of world’s fresh water resources  Share of unirrigated area out of net cropped area in India is ~45% (Niti Aayog)  India’s Waste Water treatment plants treat only 1/3rd of the waste water generated daily (CPCB)  Cl...

Tata Chemicals’ 3 per cent stake in Tata Sons is worth Rs 21,000 crore — nearly 80 per cent of its current mcap Tata   Chemicals  :  Potential value unlocking (of  Tata  Sons stake)    https://youtu.be/sbfmJTiYAwA?si=mxp9UJgkRDaFUG1p Tata   Chemicals  :  Potential value unlocking (of  Tata  Sons stake)  Tata   Chemicals ’ 3 per cent stake in  Tata  Sons is worth Rs 21,000 crore — nearly 80 per cent of its current mcap. A report by Spark PWM (formerly Spark Family Office and Investment Advisors) suggests that  Tata  Sons could command a market value between Rs 7 trillion and Rs 8 trillion The Reserve Bank of India classified  Tata  Sons as an upper-layer non-banking financial company last year, making it mandatory for the company to list itself on the exchanges by September 2025 Tata  Motors,  Tata   Chemicals ,  Tata  Power, and Indian Hotels Company hold between ...

GMDC Ltd. and J K Cement Ltd. Sign Long-Term Supply Agreement for Limestone from Kutch’s Lakhpat Punrajpur Mine.  Gujarat Mineral Development Corporation Ltd. (GMDC) has signed a Long-Term Supply Agreement (LSA) with JK Cement Ltd. for the supply of 250 million tons of limestone over a period of 40 years from its upcoming Lakhpat Punrajpur Mine in Lakhpat Taluka of Kutch District in Gujarat.  The signing event was chaired by the Chairman of GMDC Ltd. Dr. Hasmukh Adhia, IAS (Retd.) on January 29, 2025 (Wednesday) and the agreement was officially formalized by Shri Roopwant Singh, IAS, Managing Director of GMDC Ltd., and Shri Anuj Khandelwal, Business Head – Grey Cement of JK Cement Ltd., representing their respective organizations.  This agreement marks a strategic partnership towards monetizing the large limestone asset of GMDC Ltd. and benefiting both the partners.  It will support J K Cement Ltd. in setting up a greenfield integrated mega-capacity cement plant...

Kamat Hotel - Company is going to open a new hotel in Ayodhya Dham  https://youtu.be/boXNsdWpEt8?si=NtIHAIWHe-s-z8eD Kamat   Hotel  - Company is going to open a new  hotel  in Ayodhya Dham,  Company will get big benefit due to increase in tourism - Preparation to open 50 room  hotel  this month, plan to open 2 more  hotels  in future.  Foreign stock market research firm Jefferies has said  Ayodhya will surpass Vatican City and Mecca in terms of the number of visitors . The report says that Ayodhya is expected to attract around 5 crore devotees annually, making it a major tourism destination not only within UP but also in India Kamat Hotels (India) Limited signs a Second New Property in Rishikesh, Uttarakhand Mumbai, India | July 11, 2025  Kamat Hotels (India) Ltd (KHIL), a pioneer in Environmentally Sensitive Indian Hospitality Services, has signed an agreement for the management and operations of a Second Luxury hotel in ...

Sun TV Network at 10 PE and IPL theme via SunRisers Hyderabad Cricket Franchise Strong market position, large content library, consistent investment in new programming provide revenue visibility –STNL has a strong viewership,with its flagship channel Sun TV commanding a leading position (1stin Tamil Nadu/ Pondicherry and 5thin  India  as  per  BARC  data [Week  12,  2+]) in  terms  of  viewership/impressions  in  general entertainment  category.  STNL’s channels have consistently been among the top five in terms of viewership across all South Indian languages.  A large content library built over the years and consistent investment in new programming helped it to maintain high TRPs over the last several years, ensuring revenue visibility in advertising and subscription segments.  Its revenues from the sport franchise improved to 16% in 9M FY2024 from 8% in FY2023 on account of an increase in IPL’s global medi...

Nestlé India delivers volume led double-digit sales growth  The Board of Directors of Nestlé India today approved the results for the second quarter of financial year 2025-26.  Commenting on the results, Mr. Manish Tiwary, Chairman and Managing Director of Nestlé India stated, “I am happy to report that domestic sales grew at a double-digit rate, led by volume growth. Three out of four product groups delivered strong volume led double-digit growth. Our domestic sales reached INR 5,411 crore, the highest ever recorded in any quarter. I would like to thank our employees for their commitment and resolve.  The recent amendments in the Goods and Services Tax (GST) rates announced by the Government of India is a positive step for consumers.  It is expected to stimulate consumption, drive affordability and contribute to the overall growth of the FMCG sector and the economy.  Been working closely with partners, distributors, wholesalers, and retailers, to pass on the be...