Rounaq Bakshi notes

Welspun Corp: Jal Jeevan Mission   https://youtu.be/zpa5bWdRGCY?si=7jqS0qqRnN9w5-gr Pleased to announce the receipt of a new export order for supply of large diameter line pipes for Oil & Gas application to one of our most prestigious clients in Middle East.  This order will be serviced from our Indian facility. Since last announcement dated 4th June, 2025, have received additional orders, cumulatively valued at Rs 1,600 Crore (approx.) for India line pipe facility.  With these new orders,  current consolidated global order book stands at Rs 18,000 Crore (approx), giving clear business visibility and continuity both at USA & India assets.  The above order book will be executed during FY26 & FY27.  In the interim budget, Jal Jeevan Mission got the highest share (INR 69,926 crore within the total budgetary allocation (INR 77,390 crore) to the Department of Drinking Water and Sanitation.   Key Drivers - Saudi Arabia : EPIC’s well-est...

Maninfra: plans to launch multiple new projects of around 7.4 lakh sq. ft. of carpet area in FY26 "MICL records 3x jump in FY25 sales, reaching ₹2,251 crores" Mumbai, May 20, 2025:  Man Infraconstruction Limited (MICL), one of the leading construction & real estate development companies headquartered in Mumbai, announces its financial results for Q4 & FY25.  Q4 & FY25  Key Highlights:  • Strong Operational Performance:  o MICL achieved total sales of ₹2,251 crore in FY25, marking a threefold jump compared to FY24 sales of ₹744 crore.  Q4 FY25 alone contributed ₹743 crore, reflecting a 90% year-on-year growth.  o Carpet area sold more than doubled to ~8 lakh sq. ft. in FY25 from ~3 lakh sq. ft. sold in FY24  o Strong sales momentum was driven by marquee projects at Ghatkopar and Tardeo, complemented by new launches at Vile Parle West and Dahisar  o Collections increased to ₹1,270 crores for FY25, up from ₹1,197 crores in FY24 drive...

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 ...