Buffett says “I’m somewhat embarrassed to say that Tim Cook has made Berkshire more money than I ever made money for Berkshire”

Join 👇👇

@stock_aaj_or_kal

UMANG DAIRIES; NCLT Approves Umang Dairies’ Demerger and Amalgamation Scheme

NCLT Allahabad sanctioned Umang Dairies’ scheme to transfer its food business to Panchmahal Properties and merge the residual business into Bengal & Assam Company.

Shareholders and creditors approved the scheme with overwhelming majority.

Effective date set as April 1, 2023.

Richa Info Systems ; Co. Awards ₹35 Cr Work Order to Panth Infinity

Richa Info Systems placed a ₹35 crore order with Panth Infinity for goods and services.

Order execution period: 1 year.

PETRO CARBON ; PCCL Gets Environmental Clearance for Haldia Plant Expansion

Ministry grants clearance for PCCL’s expansion at Haldia, West Bengal.

New capacity: 72,000 TPA Electrically Calcined Anthracite, 60,000 TPA Coal Tar Distillation, and revamp of 48,000 TPA Carbon Paste Plant.

TIME TECHNOPLAST; Time Technoplast Gets Approval for Merger of NED Energy with Power Build Batteries

Regional Director approves merger of NED Energy into wholly owned step-down subsidiary Power Build Batteries.

Merger aims to simplify structure, improve efficiency, and strengthen energy solutions business.

Operations and services of NED Energy to continue seamlessly post-merger.

Warren Buffet Says Best Al product developed by whoever leads in the field, whether it's OpenAl, Google, or another I wouldn't choose the Al. I'd still go with Ajit

Enviro Infra Engineers; Co. Bags ₹76.96 Cr Water & Wastewater Projects

Secured domestic EPC orders for a 77 MLD Sewage Treatment Plant and O&M of a 21 MLD CETP.

Projects awarded by government bodies.

Warren Buffet Says Best Al product developed by whoever leads in the field, whether it's OpenAl, Google, or another I wouldn't choose the Al. I'd still go with Ajit

Warren Buffett says there is more opportunity in the US stock market than there is with the real estate market

Punjab National Bank - Board Meeting
Punjab National Bank will consider FY25 financial results and a dividend recommendation at its board meeting on May 7, 2025. Additionally, the bank will consider raising capital through Basel-III compliant bonds in FY26

AVG LOGISTICS; AVG Logistics wins ₹198 crore, 6-year Indian Railways contract for Parcel Express Train

AVG bags long-term lease contract for Parcel Cargo Express Train (PCET) connecting Agartala/Guwahati to Delhi/Ludhiana; 313 trips planned over 6 years carrying up to 484 tonnes per trip.

Estimated revenue of ₹198 crore over the tenure. The service will support industries like FMCG, electronics, tea, hosiery, and more.

Management sees the deal boosting financial strength and expanding green logistics share.

☀️ Sterling and Wilson | Concall Notes

👉 Strong Revenue Growth:
Revenue grew 20% YoY and 8% QoQ driven by higher volumes and better pricing.

👉 Profitability Improved:

EBITDA margin improved to 18.5% from 15.2% YoY.

👉 Operational Efficiency:
Cost control and better capacity utilization led to stronger margins.

👉 Business Outlook:
Company guided double-digit volume growth in FY25.

Focus on expanding rural reach and launching new products.

👉 Capex Plan:
Announced ₹300 Cr capex over next 2 years to expand capacity.

👉 Debt Position:
Net debt reduced by ₹100 Cr, improving debt-to-equity ratio

UTKARSH SFB Q4 ; ST NET PROFIT DOWN 98 % TO 2.96 CR YOY, 168 CR LOSS QOQ

NII DOWN 24 % TO 411 CR YOY,DOWN 14 % QOQ

UTKARSH SFB Q4 ; OPERATING PROFIT DOWN 26 % TO 233 CR QOQ

PROVISION DOWN 47 % TO 226 CR QOQ

GROSS NPA AT 9.43 % V 6.17 % QOQ

NET NPA AT 4.84 % V 2.50 % QOQ

UTKARSH SFB Q4 : GROSS NPA UP 58 % TO 1854 CR QOQ

NET NPA UP 98 % TO 905 CR QOQ

UTKARSH SFB ; Bank Says Results impacted due to market disruptions in MFI segment

BHARTI AIRTEL ; Update On Merger

Bharti Airtel, Tata Group end merger talks for DTH businesses

Bharti Airtel and Tata Group have mutually ended discussions on merging Tata Play with Bharti Telemedia after failing to reach a satisfactory resolution.

WALCHANDNAGAR IND ; Co. had agreed to invest up to ₹16 crore for a 60.3% stake in Aicitta Intelligent Technology but the deal stalled due to Aicitta and its promoters failing to meet agreed conditions.

The company has now filed a petition in the Bombay High Court seeking interim relief.

No financial impact anticipated at this stage.

Warren Buffett to step down as Berkshire Hathaway CEO by end of year.

Warren Buffett has downplayed recent market volatility as 'really nothing,' saying it's part of investing