KERNEX MICRO: ORDER BOOK IN HAND & FY27–FY29: KAVACH PIPELINE, CUMULATIVELY THE EXECUTION BASE BUILDS FROM ₹2,105 CR IN FY27 TO ₹4,305 CR BY FY28 AND ₹6,727 CR BY FY29 - INVESTOR PRESENTATION
ULTRATECH CEMENT ANNOUNCEMENT ON CABLE BIZ ; POLYCAB, KEI IND EXTENDS LOSSES
ESDS SOFTWARE SOLUTION: CO LISTS AT RS 757 VS ISSUE PRICE RS 429 / SHARE ON NSE
TATA CHEMICALS: CO. RESPONDS TO MEDIA REPORTS REGARDING TATA CHEMICALS MAGADI LIMITED IN KENYA; CONFIRMS COMPLIANCE WITH REGULATORY REQUIREMENTS AND AWAITS MINISTRY'S REVIEW.
KOTAK INSTL EQUITIES, M B MAHESH
Retail, Term & CASA Deposit Continue To Grow As It Was Growing Earlier
Over The Last 5 Years The Maturity Profile Of Deposit Has Been Coming Down
Over The Next 30-45 Days Large Part Of Deposit Will Be Sitting In Invst Portfolio Or VRR Window
Margin Impact Will Be Lower In Q2 & Start Improving From Q4
Banks Are Now Very Tight With Underwriting Guidelines Post COVID
Very Large Percentage Of FCNR(B) Has Come From The Foreign Bank Channels
Retail, Term & CASA Deposit Continue To Grow As It Was Growing Earlier
Over The Last 5 Years The Maturity Profile Of Deposit Has Been Coming Down
Over The Next 30-45 Days Large Part Of Deposit Will Be Sitting In Invst Portfolio Or VRR Window
Margin Impact Will Be Lower In Q2 & Start Improving From Q4
Banks Are Now Very Tight With Underwriting Guidelines Post COVID
Very Large Percentage Of FCNR(B) Has Come From The Foreign Bank Channels
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Government Notifies Inventory-based E-commerce Model For Indian Exports
Existing B2C & Inventory-based Export Restrictions Will Not Apply
Exports Will Be Governed By FTP 2023, HBP And FEMA Regulations
Amendments Made To The FEMA Non-Debt Instruments Rules, 2019
Existing B2C & Inventory-based Export Restrictions Will Not Apply
Exports Will Be Governed By FTP 2023, HBP And FEMA Regulations
Amendments Made To The FEMA Non-Debt Instruments Rules, 2019
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NARAYANA HEALTH, SANDHYA J
Insurance Biz Is In Early Stages & Is Picking Up Slowly
UK Acquisition Is Still Finding Its Feet; UK & India Insurance Biz Impacted Margin In Q1
Clinic Losses Have Come Down & Is Now Merged With The Hospital Business
Insurance Is A Standalone Business For The Co
₹3,000 Cr Capex Planned For 2,000 Beds In The Next 3 Years
Insurance Biz Is In Early Stages & Is Picking Up Slowly
UK Acquisition Is Still Finding Its Feet; UK & India Insurance Biz Impacted Margin In Q1
Clinic Losses Have Come Down & Is Now Merged With The Hospital Business
Insurance Is A Standalone Business For The Co
₹3,000 Cr Capex Planned For 2,000 Beds In The Next 3 Years
HUL’s Capital Markets Day Presentation
Plan To Up Capex To 3% Of Turnover From 2% Of Turnover In Last 5 Yrs
EBITDA Margin To Be 22-24% In Medium Term (Broadened from 22.5-23.5%)
Targets Volume-Led Growth; Focus On Consumption, Premiumisation & New Categories
Premium Brands Get 2X More Investment; 60%+ Media Spend Digital
See Large Headroom In Under-Penetrated Categories Like Bodywash, Suncare & Liquid Detergents
Rural Personal Care Growth Seen At 1.8X Urban
Dedicated Q-Commerce Org; AI-Enabled Availability Engine To Drive Growth.
Plan To Up Capex To 3% Of Turnover From 2% Of Turnover In Last 5 Yrs
EBITDA Margin To Be 22-24% In Medium Term (Broadened from 22.5-23.5%)
Targets Volume-Led Growth; Focus On Consumption, Premiumisation & New Categories
Premium Brands Get 2X More Investment; 60%+ Media Spend Digital
See Large Headroom In Under-Penetrated Categories Like Bodywash, Suncare & Liquid Detergents
Rural Personal Care Growth Seen At 1.8X Urban
Dedicated Q-Commerce Org; AI-Enabled Availability Engine To Drive Growth.
MARICO:
CO SAYS VOLUMES ARE GROWING EXPECT DOUBLE DIGIT GROWTH IN COMING QTRS: INTERVIEW
CO SAYS VOLUMES ARE GROWING EXPECT DOUBLE DIGIT GROWTH IN COMING QTRS: INTERVIEW
JSW ENERGY: CO. SURPASSES 15 GW OF CAPACITY MILESTONE; ADDS 1,572 MW IN FY27
ALPEX SOLAR: CO. WILL BE INAUGURATING ITS 2.2 GW G12R TOPCON (3 GENERATION) SOLAR CELL, MANUFACTURING PLANT AT MATHURA, UTTAR PRADESH - SME
Syrma SGS Technology says
JV with Elemaster: Expects $50-100 mn revenue over 3-5 yrs
FY27 guidance: Revenue growth of 35%, if supply-side issues do not hamper operations could raise its guidance!
JV with Elemaster: Expects $50-100 mn revenue over 3-5 yrs
FY27 guidance: Revenue growth of 35%, if supply-side issues do not hamper operations could raise its guidance!
LEAP INDIA TO NDTVProfit
Topline Keep Growing At 20-25% In Long-Term
Strong Client Additions Ahead Of Festive Season
PAT To Go Up Multiple Times Ahead
Data Cross-Selling-Key Monetizable Triggers
CPEH India Integration Almost Complete
Already Started With Data Services With Auto Client
Lower Depreciation To Aid PAT Numbers In Future
Cautiously Optimistic Due To Middle East Concerns
Topline Keep Growing At 20-25% In Long-Term
Strong Client Additions Ahead Of Festive Season
PAT To Go Up Multiple Times Ahead
Data Cross-Selling-Key Monetizable Triggers
CPEH India Integration Almost Complete
Already Started With Data Services With Auto Client
Lower Depreciation To Aid PAT Numbers In Future
Cautiously Optimistic Due To Middle East Concerns
INDIGO STATEMENT ON SRINAGAR INCIDENT
IndiGo flight 6E 225, operating from Navi
Mumbai to Srinagar today, came in contact with a parking stand pole during parking
Incident occurred after safely landing at Srinagar International Airport
All customers and crew are safe and have deplaned the aircraft
Relevant authorities were immediately informed
Together we are investigating the matter
The aircraft has been grounded for necessary maintenance and will resume operations after securing required clearances
IndiGo flight 6E 225, operating from Navi
Mumbai to Srinagar today, came in contact with a parking stand pole during parking
Incident occurred after safely landing at Srinagar International Airport
All customers and crew are safe and have deplaned the aircraft
Relevant authorities were immediately informed
Together we are investigating the matter
The aircraft has been grounded for necessary maintenance and will resume operations after securing required clearances
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RASHI PERIPHERALS : CRISIL REAFFIRMS CREDIT RATINGS 📊
• Long-term rating reaffirmed at CRISIL AA-/Stable.
• Short-term rating reaffirmed at CRISIL A1+.
• Total rated bank loan facilities increased to ₹2,782.5 crore from ₹2,024 crore.
• Ratings reaffirmed across fund-based, non-fund-based, short-term and working capital facilities.
• Ratings valid until March 31, 2027.
Impact: Positive
Strong credit ratings and higher sanctioned bank facilities support financial flexibility and creditworthiness.
• Long-term rating reaffirmed at CRISIL AA-/Stable.
• Short-term rating reaffirmed at CRISIL A1+.
• Total rated bank loan facilities increased to ₹2,782.5 crore from ₹2,024 crore.
• Ratings reaffirmed across fund-based, non-fund-based, short-term and working capital facilities.
• Ratings valid until March 31, 2027.
Impact: Positive
Strong credit ratings and higher sanctioned bank facilities support financial flexibility and creditworthiness.
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RAGHAV PRODUCTIVITY ENHANCERS
To Enter Into Joint Venture Agreement With TRL Krosaki Refractories
JV To Set Up A Silica Ramming Mass Manufacturing Unit In Odisha
To Get Royalty For Use Of Patented Manufacturing Intellectual Property
To Enter Into Joint Venture Agreement With TRL Krosaki Refractories
JV To Set Up A Silica Ramming Mass Manufacturing Unit In Odisha
To Get Royalty For Use Of Patented Manufacturing Intellectual Property
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