Rounaq Bakshi notes

  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 :   Q1 PAT saw a sharp uptick of 71% • Robust growth of 28% YoY in total income of Rs 7,026 crore in Q1 FY26 backed by stable operating performance, SCA income due to higher capex and rising contribution from smart metering business  • EBITDA increased by 14% to a record high of Rs 2,017 crore during the quarter driven by resilient performance in transmission and distribution segment and significant contribution from smart metering business segment  • PAT saw a sharp uptick of 71% YoY to Rs 539 crore, resulting from a double-digit EBITDA growth, and aided by lower depreciation and lower net tax outgo YoY  • Cash profit of Rs 1,043 crore in Q1 FY26 grew by 15% YoY  • Fully commissioned three transmission projects in Q1 – Khavda Phase II Part-A, Khavda Pooling Station - 1 (KPS-1) and Sangod transmission in Q1 FY26  • During the current quarter, the company secured a new transmission project - WRNES Talegaon line. With Talega...

  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 FY25  PAT higher by 38.6% y-o-y     Healthy Order book at ~Rs 3,486 crore, almost 2.9x FY25 revenue   Key Financial Highlights for FY25: Consolidated Total Revenue stood at Rs 1,194.3 crore, higher by 16.5% y-o-y Consolidated EBITDA stood at Rs 141.8 crore, higher by 11.1% y-o-y Consolidated PAT after minorities stood at Rs 80.1 crore, higher by 38.6% y-o-y, PAT Margin of 6.7%  Order Book of Rs 3,486 crore, with an order inflow of Rs 1,575 crore during the year including incremental orders from existing contracts.  Commenting on the performance, GPT Chairman, Mr. Dwarika Prasad Tantia, said, “The Government’s continued focus on infrastructure development presents a robust opportunity for growth, and we remain confident in our ability to expand into newer geographies while delivering world-class infrastructure for the nation. We have commissioned a Steel Girder and Components Manufacturing Facility at West Bengal, with an initial ...

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...