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AGI Infra is into business of Real Estate

Dec-24
Revenue up 17% QoQ, 25% YoY, PAT up 9% QoQ, 28% YoY
ROCE 25%, Low Debt to Equity : 0.5

Company has delivered many residential and commercial projects, with product ranges varying from affordable homes to Mid-segments and High-segments, including flats, penthouses, plots, and independent villas and commercial developments including office and retail space viz.

AGIIL is honorary member of the Green Building Council of India, featured in Forbes Top 200 Midcap Smallcap Companies in 2023

What makes it different?
The company handles in-house production of bricks, with only manpower supply sourced externally. It boasts world-class infrastructure for construction and a large team of trained professionals. For every project, all activities—from conception to execution—are managed internally. it is well-equipped to handle multiple mega projects simultaneously.

Multiple Projects are under construction and company holds land bank for further growth
🚨SEBI's interim report on IndusInd Bank is an eye-opener

SEBI's interim report now suggests Indusind Bank's senior officials knew about these discrepancies as early as the start of 2024.

The SEBI order says:-
1. Indusind Bank first convened a meeting on 26th Sept 2023 to understand the accounting discrepancy
2. An email dated November 20, 2023, sent by CFO said:-
“Enclosing my earlier email, and yet to see the impact analysis of derivative accounting.
Every six months, we get a big impact in proforma IndAS reporting.

3. By November 21, 2023, the CFO of IBL had ascertained that there would be some impact on the Balance Sheet of
IBL,

4. On December 04, 2023, sent by Shri
Sumant Kathpalia (MD & CEO of IBL) was completely aware of the accounting discrepancy and said

“we need to do the reporting. There seems to be a huge impact…..”

These revelations make it very, very clear that by early 2024,
The entire top management of Indusind Bank knew the accounting discrepancies,

During the period of this information not being published,
I.e., Unpublished Sensitive Information

Deputy CEO sold 3,48,000 shares
CEO sold 1,25,000 shares
Another top management person sold 2065 shares
Another top management person sold 2000 shares

Trading on unpublished information is prohibited by SEBI
Clear violation of SEBI rules,

There are many bigger rule Violations here,

Crazy is an understatement

@beatthestreet10
WOCKHARDT Q4 : NET LOSS AT 25 CR V 169 CR LOSS YOY

REVENUE AT 743 CR V 700 CR

WOCKHARDT Q4 : EBITDA AT 64 CR V 104 CR LOSS YOY

MARGINS AT 8.61 % V -14.71 %

@beatthestreet10
Rajshree Polypack : Co. Secures ₹1.85 Cr Order

Order Awarded By: Large packaging manufacturer (Indian-listed, Finland-based majority owner)

Scope: Supply of Plastic Rigid Sheets

Nature of Award: Domestic contract

Execution Deadline: By July 2025 or as mutually agreed

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ISGEC HEAVY Q4 ; NET PROFIT AT 98 CR V 84 CR YOY

REVENUE AT 1744 CR V 1867 CR

ISGEC HEAVY Q4 : EBITDA AT 152 CR V 147 CR YOY

MARGINS AT 8.7 % V 8.92 %

@beatthestreet10
HAL ; Sources Says Jaguar-3 after upgrade Will remain in service until 2035 - zee business

EML-2052, AESA, FCR, ASRAAM will be upgraded

Jaguar-1 and 2 will be phased out in 2028-2029

HAL will integrate SDR communication system

@beatthestreet10
MILKFOOD Q4 ; NET PROFIT AT 2.41 CR V 3.88 CR YOY

REVENUE AT 158 CR V 121 CR

MILKFOOD Q4 : EBITDA AT 8.3 CR V 7.5 CR YOY

MARGINS AT 5.2 % V 6.22 %

@beatthestreet10
ENGINEERS INDIA Q4 : NET PROFIT AT 279 CR V 114 CR YOY

REVENUE AT 1010 CR V 805 CR

EBITDA AT 300 CR V 77.45 CR YOY

MARGINS AT 29.7 % v 9.61 %
SCI ; Shipping Sec Says Seeing Very Robust Growth In The Shipping Industry

@beatthestreet10
DEEPAK NITRITE Q4 CONCALL HIGHLIGHTS

Domestic demand shows early signs of recovery

Expanded product portfolio & secured long-term contract

Confident profit will bounce back to normalcy in FY26

Agrochem demand continues to remain subdued, expect this trend to continue for few quarters

Outlook remains strong & positive with several projects set to commission

@beatthestreet10
WELSPUN LIVING Q4 ; NET PROFIT AT 131 CR V 146 CR YOY

REVENUE AT 2646 CR V 2575 CR

WELSPUN LIVING Q4 ; EBITDA AT 315 CR V 358 CR YOY

MARGINS AT 11.9 % V 13.92 %

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Sobha reports its Q4 earnings

👉Net Profit at ₹40.8 Cr Vs ₹7 Cr (YoY)

👉Revenue Up 62.6% at ₹1,240.6 Cr Vs ₹762.8 Cr (YoY)

👉EBITDA Up 51.5% at ₹94 Cr Vs ₹62 Cr (YoY)

👉Margin at 7.57% Vs 8.13% (YoY)

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Khazanchi Jewellers Limited has emerged as a high-growth jewellery company with a rich legacy since 1971.

FY25 results showcase a robust 116% YoY revenue growth to ₹1,772.53 crore, with PAT growing 64% to ₹44.92 crore. EBITDA rose 55% to ₹64.92 crore, and EPS stood at ₹18.15.

A ROCE of 21.78% and ROE of 19.41% reflect efficient capital use. The company also operates with low debt (D/E of 0.28) and strong interest coverage. A ₹55–60 crore B2B order book from the Gem & Jewellery Fair 2025 and a digital app launch show innovation-driven growth.

The upcoming 10,000 sq. ft. showroom in Sowcarpet, Chennai, is expected to add ₹150 crore in annual B2C revenue with 9–11% margins. With a diverse product portfolio of 25+ categories, over 5 lakh designs, and 2,359 kg sales volume in FY25, Khazanchi’s execution is as strong as its reputation.

Listed on BSE SME in 2023, the company is blending heritage, technology, and scale in one of India’s most promising consumer sectors.