Rounaq Bakshi notes

  https://youtu.be/M_zFfJUJiuw?si=48KWVLfVc5_ZeJHk ADANI ENTERPRISES: Adani Water Limited Adani Water Limited (AWL) had secured three projects with order value of more than ` 3,900 crore in the states of Uttar Pradesh, Bihar, and Madhya Pradesh. Adani Water having signed a Hybrid Annuity Model concession agreement for Bhagalpur, Bihar STP, under the ‘Namami Gange’ project This business has been set up to address India’s growing need for water infrastructure capacity augmentation in the backdrop of the limited freshwater resource availability. It is involved in development and rehabilitation of sewage treatment plants and its associated infrastructure, through projects in waste water treatment, recycling and reuse.  Out of its portfolio of 3 projects, 2 projects are under HAM model under the aegis of the National Mission for Clean Ganga to develop a wastewater treatment project at Prayagraj in Uttar Pradesh which is already commissioned & at Bhagalpur in Bihar and 1 EPC pro...

https://youtu.be/TEPybB0XJ9E?si=CGFKZpEsUlHSIar0   Adani Solar, established in 2016, has rapidly emerged as India's premier vertically integrated solar company, offering a comprehensive range of products and services across the photovoltaics spectrum Module sales increased by 110% to 2,679 MW India’s first company to embark on vertically backward integration of solar module manufacturing through ingot-wafer manufacturing facility Adani Solar has embarked on the journey to realise the vision of being India's first 10 GW fully integrated Solar manufacturing ecosystem - with a focus on establishing complete value chain of Solar manufacturing, from Mg-Si, Poly-Si and Ingot-Wafer to Cell and Module Adani Solar secured its largest single-year order of 1.6 GW from one of the key utility companies in the USA Largest market share in solar modules for rooftop and KUSUM segments It holds the largest market share in rooftop and PM-KUSUM (Pradhan Mantri Kisan Urja Suraksha evam Utthaan Maha...

ADANI ENTERPRISES  LIMITED  entry into  Petrochemicals Mundra Petrochemicals Limited (MPL), the step-down subsidiary of AEL, has initiated to implement a PVC project with a capacity of 1 MMT per annum with flexibility to expand up to 2 MMT per annum, to be executed in phases.  The first phase, with a capacity of 1 MMT per annum, is slated for commissioning by FY 2027-28.  Outlook  This project would be a major step towards reducing the nation’s import dependency, aligned with India’s vision to become self-reliant.  MPL has selected the carbide acetylene route for its proposed 1 MMTPA PVC project.  The calcium carbide–based technology uses low-cost equipment and produces high yield. Further, this project will be a green PVC project as it is being designed with a low carbon emission process which will help reduce carbon emissions and capturing the carbon emitted.  Company has already demonstrated its execution capabilities in delivering ultra-m...

  https://youtu.be/r-6OZ3lqscM?si=OZ5BXrcFaDb4zR-5 ADANI  ENTERPRISES:  Adani   Roads   Transport  Limited Construction is underway across all three segments of the Ganga Expressway, set to connect Meerut with Prayagraj, making it India's longest expressway developed on a Design-Build- Finance-Operate-Transfer (DBFOT) basis. Also engaged in  road  infrastructure projects in the country, and currently have 14  road  assets, of which four are already operational. 5,000+ lane kms of  road  projects Construction at full swing 4 out of 10  road  projects are more than 70% completed 3 HAM and 1 TOT  Road  Project Operational In five years, the Company has successfully developed a portfolio comprising 14  road  projects encompassing HAM, BOT, and TOT models, totalling over 5,000 lane kilometres, and 2 wastewater treatment projects, representing a significant investment of approximately ` 40,000 crore....

ADANI ENTERPRISES: Adani Airports business Outlook The tariff orders received during FY 2024-25 and in May 2025 for the airports will reflect full-year tariff order revision impact in FY 2025-26.  The greenfield Navi Mumbai airport Phase-I is set to commence operations with a capacity to handle 20 million pax per annum.  AAHL is envisaging significant growth in non-aero revenue, expecting it be a major contributor to airport revenue and EBITDA.  Parallel to this, the construction activities for CSD have commenced alongside Mumbai and Ahmedabad airports which shall be completed in phased manner.  With the diversification of revenue streams coupled with untapped growth potential in organic growth and economies of scale, the airports segment continues to be a strong contributor to the growth story of AEL.  https://youtube.com/shorts/m-7UHfssU8g?si=IQANQjxwB4UtY2G5 ADANI ENTERPRISES: Adani Airports business 88.6 Mn Passenger movements across its airports 19% increas...

  https://youtu.be/6UZpVUB5Go4?si=ROLOpQPy9pIIHXLV STATE BANK OF INDIA : Building India theme Net Profit for FY24 stands at ₹61,077 crores witnessing a growth of 21.59% YoY after accounting for wage settlement and one-time exceptional item of ₹7,100 crore Bank’s ROA and ROE for FY24 stand at 1.04% and 20.32% respectively.   Credit growth is at 15.24% YoY with Domestic Advances growing by 16.26% YoY. Net NPA ratio at 0.57% improved by 10 bps YoY. CASA ratio stands at 41.11% as on 31st March 24.  

  https://youtube.com/shorts/Ua5K-YM2R0c?si=esdDBWFZB7DOlhGU Shyam Metalics and Energy Limited (SMEL), a leading  multi-metal conglomerate with footprints in carbon steel, stainless steel, speciality alloys and aluminum foil along with captive power plant Shyam Metalics and Energy Limited reports PAT of Rs. 1,029 Cr despite lower realizations with 21.9% growth  Announces expansion into Stainless Steel and Aluminium products  The company is net cash positive of Rs. 1,514 crores as on 31st March 2024 In enhancing capacities further, the board has approved expansion plans into new metals - Stainless Steel Wire Rods & Stainless Steel Bright Bars and Aluminium Foil with total investments of Rs. 810 crores which will be funded through internal accruals.  This would further boost revenues and margins in forthcoming years.