CARE RATING Q4 : CONS. NET PROFIT UP 53 % AT 42.6 CR (QOQ) , Up 77 % (YOY)

REVENUE UP 14 % AT 109 CR (QOQ) , UP 22 % (YOY)

EBITDA UP 56 % AT 47.3 CR (QOQ) , UP 63 % (YOY)

MARGINS AT 43.2 % V 31.5 % (QOQ) , 32.2 % (YOY)

@beatthestreet10

SIYARAM SILK Q4 :CONS NET PROFIT UP 4 % AT 72 CR (YOY), UP 59 % (QOQ)

REVENUE UP 14 % AT 736 CR (YOY) ,UP 29 % (QOQ)

EBITDA UP 5 % AT 111 CR (YOY),UP 68 %(QOQ)

MARGINS AT 15.1 % V 16.36 % (YOY), 11.6 % (QOQ)

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INDIAN Army Says Talks Between DGMOs Were Held At 5:00 pm on May 12th

Discussed The Commitment That Both Sides Must Not Fire A Single Shot Or Initiate Any Aggressive Action Against Each Other

It Was Also Agreed That Both Sides Consider Immediate Measures To Ensure Troop Reduction From The Borders And Forward Areas

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THOMAS COOK Q4 :CONS NET PROFIT UP 14 % AT 64.5 CR (YOY), UP 30 % (QOQ)

REVENUE UP 18 % AT 1968 CR (YOY) , DOWN 5 % (QOQ)

EBITDA UP 7 % AT 97.8 CR (YOY),DOWN 16 %(QOQ)

MARGINS AT 4.95 % V 5.5 % (YOY), 5.6 % (QOQ)

@beatthestreet10

AB FASHIONS : Aditya Birla Fashion Sets May 22 as Record Date for Demerger Share Allotment

ABFRL to allot 1 equity share of Aditya Birla Lifestyle Brands Ltd (ABLBL) for every 1 share held.

Record date for entitlement fixed as May 22, 2025.

Shares of ABLBL to be listed on BSE and NSE, subject to approvals.

@beatthestreet10

TANLA PLATFORMS : LARGE TRADE NSE

SMALLCAP WORLD FUND INC SOLD 🔴 16.31 LKH SHARES (1.21 % STAKES) @ ₹ 470.15/SHARE

AMERICAN FUNDS INSURANCE SERIES GLOBAL SMALL CAPITALIZATION FUND SOLD 🔴 2.31 LKH SHARES ( 0.17 % STAKES) @ ₹ 470.15 /SHARE

PROMOTER DASARI UDAY KUMAR REDDY BOUGHT 🟢 18.62 LKH SHARES ( 1.38 % STAKES ) @ ₹ 470.15/SHARE

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SUNDARAM CLAYTON : LARGE TRADE NSE

PROMOTER SRINIVASAN TRUST SOLD 🔴 6.20 LKH SHARES ( 2.81 % STAKES) @ ₹1990.09 /SHARE

TATA MUTUAL FUND BOUGHT 🟢 6.21 LKH SHARES ( 2.81 % STAKES ) @ ₹ 1990 /SHARE

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NORTHERN ARC CAPITAL : LARGE TRADE NSE

360 ONE SPECIAL OPPORTUNITIES FUND - SERIES 2 SOLD 🔴 35.47 LKH SHARES ( 2.19 % STAKES) @ ₹ 194.64 /SHARE

MORGAN STANLEY ASIA SINGAPORE PTE BOUGHT 🟢 8.80 LKH SHARES ( 0.54 % STAKES ) @ ₹ 193 /SHARE

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GP ECO SOLUTIONS : LARGE TRADE NSE

CCV EMERGING OPPORTUNITIES FUND-I SOLD 🔴 0.70 LKH SHARES ( 1.60 % STAKES) @ ₹ 377.94 /SHARE

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GENSOL ENGINEERING : LARGE TRADE NSE

NOVA GLOBAL OPPORTUNITIES FUND PCC - TOUCHSTONE SOLD 🔴 3 LKH SHARES ( 0.78 % STAKES) @ ₹ 53.95 /SHARE

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MOTILAL OSWAL FINANCIAL SERVICES : LARGE TRADE NSE

MORGAN STANLEY ASIA SINGAPORE PTE SOLD 🔴 2.03 LKH SHARES ( 0.033 % STAKES) @ ₹ 679.50/SHARE

CITIGROUP GLOBAL MARKETS MAURITIUS PVT LTD BOUGHT 🟢 2.03 LKH SHARES ( 0.033 % STAKES ) @ ₹ 679.50/SHARE

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RAYMOND LTD Q4 :CONS NET PROFIT DOWN 42 % AT 132 CR (YOY), UP 83 % (QOQ)

REVENUE UP 110 % AT 557 CR (YOY) ,UP 20 % (QOQ)

EBITDA UP 90 % AT 55.2 CR (YOY),UP 41 %(QOQ)

MARGINS AT 9.9 % V 11 % (YOY), 8.4 % (QOQ)

@beatthestreet10

RAYMOND Q4 ; PROFIT BEFORE EXCEPTIONAL ITEM UP 25 % TO 34.2 CR YOY, UP 655 % QOQ

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Just a thought: Has China played us?

Chronology of events:

- US Imposes Tariffs, highest on China

- World looks to India as a stable alternative

- India & US close to a trade deal

- Pakistan attacks Pahalgam

- We get into a skirmish with the neighbour, suddenly Indian border politics becomes an issue out of nowhere.

- Trump announces 80% duty as an offer to China vs 145%

- US takes credit for a truce in South Asia to optically suggest they’re still superior.

- China & US announce trade deal with 30% tariffs over 90 days before Ind-US announce one.

Companies that have promised dollars and manufacturing shift to India must honor their commitments.

Red streaks seen and explosions heard as India's air defence intercepts Pakistani drones amid blackout in Samba. - ANI

@beatthestreet10

RAYMOND Q4 HIGHLIGHTS

Real Estate business demerged; listing expected Q2FY26

Signed two new JDAs in Mahim & Wadala worth ₹6,800 Cr

Now has six projects beyond Thane land

Engineering biz outlook strong; bullish on aerospace growth in FY26

@beatthestreet10

Apple's shift from China: India's iPhone exports zoomed 116% in April

Source: Business Standard
https://search.app/cM28h

Shared via the Google App

Kutte ki dum sidhi ho sakti, Pakistan vale nhi

Drone activity over Jammu, Amritsar and in other cities. Blackout in Jammu and Amritsar (confirmed).

How are we suppose to open Airspace for civil aircraft’s if these things will keep happening on daily basis. Airline faces millions of $ in losses if that airspace is closed. Economy takes a hit. Looks like they need to learn another lesson or two.

@beatthestreet10

TATA IPL 2025 action is all set to resume on 17th May 🙌

The remaining League-Stage matches will be played across 6⃣ venues 🏟️

The highly anticipated Final will take place on 3rd June 🏆

@beatthestreet10