Max Financial : Axix max says ULIP Mix Has Been Coming Down; Expect It To Fall Further From Current FY25 Levels
Will Be In The Broad Range Of 65-70% Of Counter Share
@beatthestreet10
Will Be In The Broad Range Of 65-70% Of Counter Share
@beatthestreet10
Leo Dryfruits ; Secures Supply Contract Worth Rs 3 Cr from EIH (Oberoi Group)
Client: EIH Ltd (Trident Hotel, Oberoi Hotels & Resorts, Oberoi Flight Services - Mumbai).
Contract Type: Supply of spices and dry fruits.
Duration & Value: One-year contract; expected order value of approx. ₹3 crore.
Execution: Based on individual purchase orders over the year.
@beatthestreet10
Client: EIH Ltd (Trident Hotel, Oberoi Hotels & Resorts, Oberoi Flight Services - Mumbai).
Contract Type: Supply of spices and dry fruits.
Duration & Value: One-year contract; expected order value of approx. ₹3 crore.
Execution: Based on individual purchase orders over the year.
@beatthestreet10
My Mudra : Co. Partners with Aditya Birla Capital for Digital Personal Loans
Partnership Formed: My Mudra Fincorp Ltd enters digital lending collaboration with Aditya Birla Capital Ltd.
Focus Area: Initially for personal loans, later expanding to business loans, LAP, etc.
Target Audience: Salaried and self-employed individuals in Tier I, II, and III cities.
Key Features: Instant approvals, digital KYC, minimal documentation.
Objective: Enhance financial accessibility and customer satisfaction via seamless digital lending.
@beatthestreet10
Partnership Formed: My Mudra Fincorp Ltd enters digital lending collaboration with Aditya Birla Capital Ltd.
Focus Area: Initially for personal loans, later expanding to business loans, LAP, etc.
Target Audience: Salaried and self-employed individuals in Tier I, II, and III cities.
Key Features: Instant approvals, digital KYC, minimal documentation.
Objective: Enhance financial accessibility and customer satisfaction via seamless digital lending.
@beatthestreet10
Aurion Pro Management says Will Stick To The 30% Growth Trajectory In FY26 As Well - CNBCTV 18
Have Never Seen Such A Strong Demand Environment
Deal Pipeline Looks Extremely Strong
FY25 EBITDA Margin At 20.6% Vs Guidance Of 20-22%
FY25 PAT Margin Came Slightly Ahead Of Guidance Of 15-16%
@beatthestreet10
Have Never Seen Such A Strong Demand Environment
Deal Pipeline Looks Extremely Strong
FY25 EBITDA Margin At 20.6% Vs Guidance Of 20-22%
FY25 PAT Margin Came Slightly Ahead Of Guidance Of 15-16%
@beatthestreet10
Meghna Infracon; Co Launches ₹60 Cr Luxury Housing Project in Andheri (W)
Project Name: “Shree Pranam” launched at Model Town, Lokhandwala, Andheri (West), Mumbai.
Revenue Potential: Revised sale potential increased from ₹40 Cr to ₹60 Cr due to policy changes.
Project Features: Premium 1 & 2 BHK residences with excellent connectivity.
Milestone: Marks MIIL's strategic push into Mumbai’s luxury real estate market.
Status: Construction work commenced; timely execution planned.
@beatthestreet10
Project Name: “Shree Pranam” launched at Model Town, Lokhandwala, Andheri (West), Mumbai.
Revenue Potential: Revised sale potential increased from ₹40 Cr to ₹60 Cr due to policy changes.
Project Features: Premium 1 & 2 BHK residences with excellent connectivity.
Milestone: Marks MIIL's strategic push into Mumbai’s luxury real estate market.
Status: Construction work commenced; timely execution planned.
@beatthestreet10
Advait Energy : Co. Wins ₹86 Cr PowerGrid Contract for OPGW Supply & Installation
Co. Supply & installation of OPGW (Optical Ground Wire) and communication equipment across PAN India transmission lines.
Package Code: OPGW-04 under Bulk Implementation.
Contract Value: ₹86.14 crore (excluding taxes).
Timeline: Completion expected within 12 months of lot-wise instructions.
@beatthestreet10
Co. Supply & installation of OPGW (Optical Ground Wire) and communication equipment across PAN India transmission lines.
Package Code: OPGW-04 under Bulk Implementation.
Contract Value: ₹86.14 crore (excluding taxes).
Timeline: Completion expected within 12 months of lot-wise instructions.
@beatthestreet10
Aurion pro Management says FY26 Margin Will Be Approx 20%, Co Will Step Up Investments - CNBCTV 18
Europe Expected To Contribute 7-8% To Rev In FY26 Vs Earlier Negligible Contribution
PAT Margin Guidance Of 15-16% In FY26 Is Intact
FY26 Investments Seen At 160-165 Cr Vs ₹97-98 Cr YoY
Current Orderbook Is Of More Than ₹1,400 Cr
Most Of The Orderbook Is Executable Over 4-6 Qtrs
@beatthestreet10
Europe Expected To Contribute 7-8% To Rev In FY26 Vs Earlier Negligible Contribution
PAT Margin Guidance Of 15-16% In FY26 Is Intact
FY26 Investments Seen At 160-165 Cr Vs ₹97-98 Cr YoY
Current Orderbook Is Of More Than ₹1,400 Cr
Most Of The Orderbook Is Executable Over 4-6 Qtrs
@beatthestreet10
Shelter Pharma : Co. Launches 3 New Health Products in India
Products Launched:
1. Allvitamins Tablet – Multivitamin for overall well-being
2. Joemega Omega-3 Capsule – Supports heart, brain & joints
3. Hairol Hair Oil – Promotes hair growth and scalp health
Market: Domestic (India), with plans for international expansion
Category: Nutraceuticals and personal care
Growth Strategy: Aims to boost revenue and market share in health & wellness space
Certifications: GMP, HACCP, ISO 9001:2015 certified facility in Gujarat.
@beatthestreet10
Products Launched:
1. Allvitamins Tablet – Multivitamin for overall well-being
2. Joemega Omega-3 Capsule – Supports heart, brain & joints
3. Hairol Hair Oil – Promotes hair growth and scalp health
Market: Domestic (India), with plans for international expansion
Category: Nutraceuticals and personal care
Growth Strategy: Aims to boost revenue and market share in health & wellness space
Certifications: GMP, HACCP, ISO 9001:2015 certified facility in Gujarat.
@beatthestreet10
CAPITALNUMBER Q4 ; NET PROFIT AT 12.1 CR V 11.5 CR YOY
REVENUE AT 49.5 CR V 46.5 CR YOY
CAPITALNUMBER Q4 : EBITDA AT 12.3 CR V 15.03 CR YOY
MARGINS AT 24.8 % V 32.3 %
@beatthestreet10
REVENUE AT 49.5 CR V 46.5 CR YOY
CAPITALNUMBER Q4 : EBITDA AT 12.3 CR V 15.03 CR YOY
MARGINS AT 24.8 % V 32.3 %
@beatthestreet10
B.R.Goyal Infra ; Board Approves ₹10 Lakh Investment in New JV for Infrastructure Projects
JV Formation: New LLP named BRGIL and Associates LLP to be set up as Joint Venture.
Investment Size: ₹10 lakh total; B.R.Goyal to contribute ₹6 lakh (60%).
Business Focus: Civil construction, industrial & transport infrastructure using BOOT/BOLT/BOO models.
Related Party: JV will be a related party; investment to be made at arm's length.
Timeline: Expected incorporation by 31 March 2026.
Objective: To expand project execution capacity via partnerships with governments and local authorities
@beatthestreet10
JV Formation: New LLP named BRGIL and Associates LLP to be set up as Joint Venture.
Investment Size: ₹10 lakh total; B.R.Goyal to contribute ₹6 lakh (60%).
Business Focus: Civil construction, industrial & transport infrastructure using BOOT/BOLT/BOO models.
Related Party: JV will be a related party; investment to be made at arm's length.
Timeline: Expected incorporation by 31 March 2026.
Objective: To expand project execution capacity via partnerships with governments and local authorities
@beatthestreet10
Shakti Pumps Management says Good Order Execution Led To Revenue Growth
Solar Domestic Sales Growth Is Strong
Will Maintain Export Growth At Levels Similar To FY25
Target 25-30% Revenue Growth In FY26
Orderbook At ₹1,650 Cr, Expecting More Orders From Punjab & UP
Expect Export Order Wins Of ₹500 Cr In FY26
@beatthestreet10
Solar Domestic Sales Growth Is Strong
Will Maintain Export Growth At Levels Similar To FY25
Target 25-30% Revenue Growth In FY26
Orderbook At ₹1,650 Cr, Expecting More Orders From Punjab & UP
Expect Export Order Wins Of ₹500 Cr In FY26
@beatthestreet10
Eveready Industries Q4 Concall Highlights
Financial Performance : FY25 revenue grew; EBITDA up 8.6%, PAT up 23.5% YoY.
Growth returned from H2; rural demand weak, urban flat.
Gross margins maintained despite zinc & FX volatility.
Strategic Moves : Completed Route-to-Market overhaul.
Focused on e-commerce & quick-commerce channels.
Invested 10% of sales in ads & promotions.
Upskilled sales force, expanded outlet reach.
@beatthestreet10
Financial Performance : FY25 revenue grew; EBITDA up 8.6%, PAT up 23.5% YoY.
Growth returned from H2; rural demand weak, urban flat.
Gross margins maintained despite zinc & FX volatility.
Strategic Moves : Completed Route-to-Market overhaul.
Focused on e-commerce & quick-commerce channels.
Invested 10% of sales in ads & promotions.
Upskilled sales force, expanded outlet reach.
@beatthestreet10
Eveready Industries Q4 Concall Highlights
Segment Performance : Batteries: 53% market share; Alkaline volumes up to 14%, aiming 20% by FY26.
Flashlights: 6% growth; rural demand subdued; BIS norms to aid organized players.
Lighting: Volumes up, revenues flat due to price erosion; segment broke even.
New Adjacent Products: Mosquito rackets launched; MCDs & wearables planned.
Jammu Plant (Alkaline Batteries) : Capex: ₹180 Cr, to start by FY26-end.
Funding: 25% internal, 75% debt.
Targets 10%+ cost savings, B2C + OEM & export play.
@beatthestreet10
Segment Performance : Batteries: 53% market share; Alkaline volumes up to 14%, aiming 20% by FY26.
Flashlights: 6% growth; rural demand subdued; BIS norms to aid organized players.
Lighting: Volumes up, revenues flat due to price erosion; segment broke even.
New Adjacent Products: Mosquito rackets launched; MCDs & wearables planned.
Jammu Plant (Alkaline Batteries) : Capex: ₹180 Cr, to start by FY26-end.
Funding: 25% internal, 75% debt.
Targets 10%+ cost savings, B2C + OEM & export play.
@beatthestreet10
Eveready Industries Q4 Concall Highlights
Other Updates ; KKR case resolution expected by Sept 30, 2025.
CCI case hearing deferred to Aug 5, 2025.
Distribution Mix: 74% general trade, 26% alternate.
EOD revenue: ₹115 Cr, 10% YoY growth.
FY25 Operating Margins: Overall 11.3%; Batteries 15%, Flashlights 8%, Lighting breakeven.
New CEO: Hanban Dani, effective May 9, 2025.
FY27 Target: ₹1,800 Cr revenue still achievable if momentum continues.
@beatthestreet10
Other Updates ; KKR case resolution expected by Sept 30, 2025.
CCI case hearing deferred to Aug 5, 2025.
Distribution Mix: 74% general trade, 26% alternate.
EOD revenue: ₹115 Cr, 10% YoY growth.
FY25 Operating Margins: Overall 11.3%; Batteries 15%, Flashlights 8%, Lighting breakeven.
New CEO: Hanban Dani, effective May 9, 2025.
FY27 Target: ₹1,800 Cr revenue still achievable if momentum continues.
@beatthestreet10
MADHYA BHARAT AGRO Q4 CONCALL HIGHLIGHTS
SSP sales: 1.83 lakh MT (+12% YoY), utilization at 73%
NPKD sales: 1.56 lakh MT (+22% YoY), utilization at 64%
Industry growth (excl. MOP): 7.5% vs MBAPL’s 17%
Subsidy & Raw Material Update: Subsidy receivable: ₹127 Cr
Sulfur prices doubled YoY; Govt increased SSP/NPK subsidy by 42%/18%
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SSP sales: 1.83 lakh MT (+12% YoY), utilization at 73%
NPKD sales: 1.56 lakh MT (+22% YoY), utilization at 64%
Industry growth (excl. MOP): 7.5% vs MBAPL’s 17%
Subsidy & Raw Material Update: Subsidy receivable: ₹127 Cr
Sulfur prices doubled YoY; Govt increased SSP/NPK subsidy by 42%/18%
@beatthestreet10