NAVKARCORP - 128
> Operates in container freight, private freight terminals, inland container depots, and multimodal logistics parks.
> Enhanced focus on third-party cargo, margin optimization, and improving EPS.
> Three major Container Freight Stations near Mumbai.
> ICDs and PFTs in Gujarat, including large facilities at Morbi
> Owned and managed rail assets: 8 container rakes, state-of-the-art handling equipment like cranes, trailers, reach stackers, fire engines.
> Transitioned to become a subsidiary of JSW Port Logistics Private Limited
> Q1FY26 revenue at 138.14Cr up 17.44% YoY
> Q1FY26 PAT 2.45Cr against loss of 13.07Cr in Q1FY25
> Debt reduced to 168Cr from 219Cr
> Post ownership change good turnaround expected.

🔧 Manufacuturing Sector of India and its Growth 1. Sector Overview & Economic Role
Contributes ~17% to India's GDP; projected to reach ₹87.57 lakh crore (US$1 trillion) by FY26.

PMI for January 2025: 57.7, indicating strong manufacturing expansion.

India aims to become a global hub for wind components, smartphones, and semiconductors.

🛠️ 2. Key Drivers of Growth
Government Initiatives: “Make in India”, PLI schemes, industrial corridors, and sectoral incentives.

Investment Surge: Domestic investment at ₹37 lakh crore in FY23–24 (vs ₹10 lakh crore in FY21).

FDI Inflows: ₹14.45 lakh crore (US$165.1 billion) into manufacturing over the last decade.

Export Push: Total exports (Apr–Dec 2024) reached ₹52.9 lakh crore (US$602.6 billion), up 6%.

🏭 3. Industry Trends & Strategies
Export-Led Growth: Record smartphone exports (₹20,395 crore in Nov 2024).

Digital Transformation: Industry 4.0, IIoT, AI-led manufacturing, and innovation platforms.

Integration: Focus on backward & forward integration for supply chain efficiency.

Collaboration: Public-private partnerships and startup linkages (e.g., Shree Cement & DPIIT MoU).

📈 4. Sector Performance
IIP (Index of Industrial Production) for manufacturing: 147 in Sep 2024.

GVA from manufacturing in Q4 FY24: ₹11.21 lakh crore (US$128 billion).

Capacity Utilization: 76.8% in Q3 FY24, showing strong industrial activity.

🌍 5. Subsector Highlights
Electronics: Targeting ₹26 lakh crore (US$300B) by 2030; Pixel phones & chips made in India.

Defence: Export target of ₹43,435 crore (US$5B) by 2025; 78% YoY export growth in Q1 FY25.

Chemicals, Textiles, Pharma, Auto: Identified as key verticals for PLI and global scale.

👷 6. Employment & Skilling
EPFO added 1.65 crore net members in FY24; 60% of new members aged 18–25.

Skill India Mission 2.0 aims to train youth in digital & advanced manufacturing skills.

National targets for skilling in Northeast and remote regions.

📊 7. Union Budget 2024-25 Highlights
PLI Allocation Increased: 360% rise for semiconductors, 623% for automobiles.

Innovation Fund: ₹1 lakh crore for sunrise sectors.

Defence Budget: ₹6.21 lakh crore (US$74.78 billion).

MSME Support: Raised turnover limit for presumptive tax to ₹3 crore.

🌱 8. Strategic Missions
Make in India 2.0: Now focuses on 27 sectors with FDI boosts and tax breaks.

National Manufacturing Policy: Aims for 25% GDP share, 100M jobs; supports NIMZs.

Startup India: 117,254 startups recognized; strong unicorn and VC momentum.

🌐 9. Future Outlook & Opportunities
India eyes $100B annual FDI, $400B e-commerce exports, and $250B electronics output by 2030.

Clean energy and defence production are key thrust areas.

Strong potential in textiles, renewable energy, semiconductors, and industrial tech.

1745210929_Manufacturing-February-2025.pdf

✌️Success Stories ✌️

Nifty was trading at 25070 on 16th May & now last closing on Nifty was seen at 24968, that means in last 2 months Nifty has not moved even 1%. But look what proper professional research can do to your profile, an average return of 54% out of these TOP 10 performing stocks.🏌‍♂

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Morning Alert..
*Q1 early-bird results: Revenue, profit performance worst in 16 quarters*
The early-bird results for the April–June 2025 quarter (Q1FY26) suggest a further weakening in demand in the economy, with India Inc increasingly depending on other and non-core income to drive profitability. Net sales (gross interest income for banks) of early-bird companies grew at their slowest pace in at least 16 quarters. Revenue slowdown, coupled with faster growth in operating expenses like employee costs and overheads, hit the bottom line. The combined profit before tax (PBT), excluding other income, contracted 10.3 per cent year-on-year (Y-o-Y) in Q1FY26, their worst showing since the Covid-19 pandemic. However, overall earnings were boosted by a sharp surge in other income and one-time gains, such as profits from sales of assets. Their core earnings in Q1 remained under pressure despite gains from lower commodity and energy prices that helped expand margins during the quarter. Raw material costs for companies, excluding banks, were down 10.1 per cent Y-o-Y in Q1FY26.

*Global market action*
Dow Jones – Up by 0.09% or 40.11 points
FTSE – Up by 0.22% or 19.48 points
CAC – Up by 0.01% or 0.67 points
DAX – Down by 0.34% or 81.42 points
Gift Nifty – Down by 0.22% or 54.50 points

*FII/DII activities*
FII – Bought 374.74Cr worth of shares
DII – Bought 2103.51Cr worth of shares.

*Major Indian Indices PE*
Nifty 50 – 22.5x
Nifty Bank – 14.9x

*Stocks with high delivery percentage*
Tube Investments of India Ltd – 92.3%
Elgi Equipments Ltd – 86.6%
Sanofi India Ltd – 85.3%
Pidilite Industries Ltd – 78.9%
TCS – 78.7%

*Primary market activities*
IPOs opening today
Property Share Investment trust REIT (BSE) – Issue size 473Cr
Swatika Castal Ltd (BSE SME) – Issue size 14.07Cr
Savy Infra & Logistics Ltd (NSE SME) – Issue size 69.98Cr

Listing today
Anthem Biosciences Ltd (Main board) – Subscribed 67.42x
Spunweb Nonwoven Ltd (NSE SME) – Subscribed 251.32x

*Commodities updates*
Gold – Rs 98015/10gm, Silver – Rs 112935/kg, Brcrude – Rs 5793/barrel, Copper – Rs 892.45/kg.

*Corporate News*
Reliance Consumer Products on strong growth trajectory: Reliance Retail CFO.

HDFC Bank's loan growth will continue to improve going forward: CEO.

🚀🚀 GLOBE CIVIL 🚀🚀

Another fantastic stock making story, This Globe Civil was been discussed day before yesterday under Strong Candidate Series at 83 levels

Now making fresh high of 91.92 🚀🚀🚀

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🧑‍💻👇👇👇👇👇👇👇👇👇👇👇👇

🚀🚀 NAVKAR CORP 🚀🚀

Checkout brilliance in BTST trade of NAVKAR CORP, discussed on Friday at 128 levels,now making fresh high at our test levels 136.18

🏌‍♂🏌‍♂🏌‍♂🏌‍♂🏌‍♂🏌‍♂

🚀 NORTHERN ARC 🚀

Discussed on 15th July at 252 levels, now after few trading sessions moving smoothly going upside, made fresh high of 274 levels 🏌‍♂🏌‍♂🏌‍♂🏌‍♂🏌‍♂

More action to be continued ✈️

🚀🚀 PARADEEP PHOS 🚀🚀

This stock was discussed in June month at 162 levels, now today it has been big moves & has reached fresh high levels at 192 🏌‍♂🏌‍♂

Achieving all test levels Now🏌‍♂

🚀🚀 LLOYD ENG 🚀🚀

Stock of the May Month which was discussed first at 53 levels & today the stock is making Higher TOP Higher Bottom formation and has reached at fresh high levels of 79.75 🚀🚀

More action to be followed 🏌‍♂

UNIVASTU_21072025130837_WorkOrderIntimation.pdf

Net Zero 28 Cr New order 🚀🚀🚀🚀