Rounaq Bakshi notes

SOMDistilleries: One of the fastest growing beer companies in the India Expanded market presence in Delhi and Uttar Pradesh, it is also set to cater to markets of Kerala and Pondicherry Capacity of Karnataka plant has increased to 140 lakh cases per annum from 90 lakh cases WoodpeckerWheatBeer,India’s first filtered wheat beer has created a niche for itself and is expected to gain further momentum Backed by promoters having 4 decades of industry experience and complimented by professional bandwidth acrossall levels Obtained approvals to supply Beer and IMFL in Rajasthan, with added authorization from Karnataka Excise for Beer distribution in Tamil Nadu. Company has also entered Jharkhand 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/udmoLKfRviw?si=xOplFE3nn7Gni2NA   IDFC FIRST Bank : Betting on promoter RoA stood at 0.91% and RoE stood at 8.32% in Q1 FY25.   Total Deposits of the Bank increased by 35.8% YOY from Rs. 1,54,427 crore as of June 30, 2023 to Rs. 2,09,666 crore as of June 30, 2024. Loans and Advances (including credit substitutes) increased by 22.0% YOY from Rs. 1,71,578 crore as of June 30, 2023 to Rs. 2,09,361 crore as of June 30, 2024.   Net NPA of the bank has improved from 0.70% as of June 30, 2023 to 0.59% of June 30, 2024, improved by 11 bps on YOY basis.   Operating Expense grew by 21% YOY from Rs. 3,659 crore in Q1 FY24 to Rs. 4,432 crore in Q1 FY25. Net Profit de-grew 11% YOY from Rs. 765 crore in Q1 FY24 to Rs. 681 crore in Q1 FY25. Excluding trading gains from respective period, the degrowth in profit was at 7% YOY.   RoA stood at 0.91% and RoE stood at 8.32% in Q1 FY25.    About the author Hi, My Name is Rounaq Bakshi. I am investing i...

https://youtu.be/pAz_YkJkpD4?si=CYXfoALlZoWyZsde   Carysil: one-stop solution for kitchen segment Increased dealer network from 1,500+ to 3,200+ pan India Quartz Sinks:  10,00,000 pa , Stainless Steel : 1,80,000# pa and Appliances : 7,000 pa Technology: Only company in India and Asia and among 4 companies globally to have the technology to manufacture Quartz Sinks with Schock Technology Commenced supplies of Quartz sinks to IKEA Entered into an agreement for Supply of Quartz Kitchen Sinks with Leading German Brand “Grohe”  About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.                                                                                       Linkedin :  https://...

  https://youtu.be/vD2Np7FYTjA?si=TMPiWxDbFuj_CQLK Adani Enterprises plans to invest USD 5 billion over the next five years. Adani Enterprises plans to invest USD 5 billion over the next five years. Adani Enterprises is set to expand its data center business significantly.  AdaniConneX, which has only one operational data center in Chennai so far, has completed almost two-thirds of the construction in the Noida and Hyderabad data center facilities. Chennai's Phase 2 development is also underway.  Currently, AdaniConneX has an operational capacity of 17 MW AdaniConneX has also partnered with global technology giants for long-term contracts ranging from 5 to 15 years to support its aggressive growth targets. AdaniConneX, a joint venture between AEL and Sweden's EdgeConneX, plans to invest USD 5 billion over the next five years. More than half of this investment could be allocated within this year alone. AdaniConnex Pvt Ltd (ACX - Data Center) Noida Data Center • Constructio...

https://youtube.com/shorts/K_QmaeT0rFg?si=uFYlRS33Jm8w5LIx   GREAT  EASTERN   SHIPPING : Less than 10 PE GE  Shipping  FY24 consolidated Net Profit at INR 2,614 Cr Net Debt: negative 3,495 cr ROCE%: 18% Great  Eastern   Shipping  is focused on the transportation of crude oil, petroleum products, gas, and dry bulk commodities     As on March 31, 2023, your Company’s fleet stood at 43 vessels, comprising 29 tankers (7 crude carriers, 18 product carriers, 4 LPG carriers) and 14 dry bulk carriers (2 Capesize, 7 Kamsarmax, 5 Supramax) with an average age of 13.34 years aggregating 3.44 mn dwt. About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.                                                                ...

India's oil, gas exploration offers $100 billion opportunity: Hardeep Singh Puri Oil Minister Hardeep Singh Puri called for stepping up oil and gas hunt to cut India's reliance on imports and making available fuel at an affordable and sustainable way. Speaking at the Urja Varta conference, he said the exploration and production (E&P) sector is integral in the journey towards energy self-sufficiency, which is critical for sustained economic growth. E&P offers investment opportunities worth USD 100 billion by 2030 Stating that India's exploration and production potential still lies untapped, he said, "I find it strange that India is so heavily reliant on oil imports despite the abundant geological resources available to us." The Indian sedimentary basins hold about 651.8 million tonnes of crude oil and 1138.6 billion cubic meters of natural gas Puri said only 10 per cent of sedimentary basin area is under exploration, which will rise to 16 per cent by 2024-e...

  https://youtube.com/shorts/gOT--TPqk2U?si=M1PLJTYdNxfcEblx Aditya Birla Money: Part of never sell portfolio stocks Aditya Birla Money is the listed full service broking house in India with more than 0.7 Million client Average funding book has grown 86% y-o-y in FY24 The profit after tax stood at ₹53 Crore for the year ended 31st March 2024 as compared to ₹34 Crore in previous financial year, an increase of 56%. Investment portfolio is 429 cr Cash on Balance sheet is 872 cr About the author Hi, My Name is Rounaq Bakshi. I am investing in Indian Markets from 2012 with focus on fundamental analysis.                                                                                       Linkedin :  https://www.linkedin.com/in/rounaq-bakshi-12224412?utm_source=share...