Deepak Nitrite

Fresh 52wk High

2832

Inox wind

250 to 708

1:3 bonus

Now @ 154

Support@140

Shriram Piston
Lux inds

Both around 1900

Which wld hit 2250/2500+ 1st

Let’s C

Power Mech

Fresh ATH

6080

Kellton Tech

Aft Hitting 184

Today Low @ 155

Now @ 160

Support @ 140-128 zone

SENSEX 🆙 626 points

NIFTY 🆙 187 points

Midcaps ⬇️ 552 points

Hope This might have helped

Broader mkts started Giving pain

Few individual scripts showing strength closely watching them
They wld outperform mkts

Kis kis ne

profits Book kiya

Aaj Bahut Kush Hoge

Soon 🔜 Time would come to buy stock specific ideas 💡

Abhi toh start hai
Mkts can’t go one way Up nor It can’t go one way Down

Monday Bull or Bears 🐻 Day ??

Monday Hope we can see bulls day & Some recovery in Midcaps/Smallcaps

On RADAR

Study —- If things go well this can be in different league in next 2 to 3 Years

KORE DIGITAL

Mcap - 629cr

CMP - 1591

52wk High/Low - 1888/123

Support @ 1450/1275

Fy25 Revenue Guidance -400 Cr (4x of Revenue fy24)

Pat Margins -10.5%
( Same As Fy24)

Kore Digital concall Notes :-

1)Promoter is confident to achieve the revenue of 300-400 cr in FY25 and in Q3 exact will be communicated.Guidance for next year - 400 cr with similar or higher margins as compared to last year

Business is seasonal- Q1 is moderate, Q2 is less as rains ,Q3 & Q4 are heavy

Revenue Breakup For Fy2025:
250 epc
130 samrudhi
20 leasing
Total 400 cr.


2) Fy 26 can easily be above 1000 cr.This is excluding certain ventures in Defence.They may raise some funds for same closer to fy26.

3)Unlike last year this year Q1&Q2 will be good.

4) Something from Rajsthan is in the pipeline but it's not finalized yet so I can't say more about it as per promoter.

5)Samrudhi Project Also Has Dry Area So They Can Work Easily In Monsoon Also.

6) Q1 Results will be before or around 14th August.

7) Bonus Split is on cards.

8)They are also doing something very good work in the defence sector which they will announce in 6-7 months any other info is not given but if it gets successful it will add up more revenue. (Imp)

DISC - All views expressed are personal and only for educational and study purpose .consult your financial advisor before investing of taking any position based on above article

SENSEX
- Jan 2008: 21,200
- Oct 2008: 7,700 ( ~64%)

At present times, if it happens, it will be havoc.

In COVID, the index went down by 40% in 2 months, and the recovery was very swift.

Since then, the index has not even gone down by more than 20% in the last 4 years.

Just thinking, if markets fall by 5-10%, people start panicking.
And where midcaps & Smallcaps would be

If the index goes down by more than 20%, how many of you will still be invested and bullish in the long term?

Not saying markets will go down, just pondering upon it.

In my view more many will get out of the market if there will be a correction of 20 %+

What do you think ?

SW Solar

CMP - 642

Support @570

CONFERENCE CALL Hilights

• 2 turnkey project wins in SA, good margin in international orders

• India EPC biz is a pillar of strength with orders worth ₹1,119 Cr

• Commenced pilot project for BESS for Reliance Industries in Jamnagar

• Stick to guidance of order inflow of ₹8,000 Cr, revenue of ₹8,000 Cr in FY25

• Final terms for Nigeria order have been negotiated, procedural steps in progress

• Final financial closure in 6 months post receiving Nigeria project

FY25 Q1

Much more to the story than just revenue growth. Some great updates this quarter:

1. Good order wins: ~1000Cr Domestic + ~1200Cr International
Unexecuted order book now at ~9400Cr. India has majority share, and also higher gross margins

2. Decent start to the year for order inflows. Q1FY25 is the second best in company's history
Annualizing the order wins this quarter puts them on target to get orders worth ~8k Cr in FY25 (as guided by the mgmt). But order wins are lumpy so this is not completely reliable

3. Reliance orders: Finally here?
Good to see a pilot project of Solar + BESS. This can potentially pave way for massive orders in the future
Lets here more from the management on the concall

4. Nigeria order: Positive update here
Terms have been negotiated. This order has the potential of generating ~2B USD (16.7K Cr INR)

Sportking good Numbers

Sportking India - First spinning company to announce results this quarter and as expected a strong Q1FY25 results with higher Sales, margins, EBITDA, PAT on both YoY & QoQ basis

Other Yar players which can report good numbers

Nitin Spinner
Vardhaman Textile
Nahar spinning
Ambika cotton
RSWM
Amarjothi spinning
GHCL

Textile stock on Radar

On Radar

Sarla poly

CMP - 98

Support @ 93/82

We can see good Q1 Numbers

Can see 10%~20%~30% ~40% plus Upmove in next 2 to 3 Qtrs

S/L - 79 on cbsl or as per Risk