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Few Ways To Make Money Don't be a Blind Bull.... Be an Opportunistic investor. Don't go for BAAP STRATEGY ( Buy at any price ) Don't go for BAF STRATEGY ( Buy and forget don't work everytime) Strategy 1 can follow - - Investment during panic & Review…
Few Ways To Make Money

Don't be a Blind Bull....
Be an Opportunistic investor.

Don't go for BAAP STRATEGY
( Buy at any price )

Don't go for BAF STRATEGY
( Buy and forget don't work everytime)

Strategy 1 can follow - - Investment during panic & Review Regularly
Wealthcreatures.com
GOLDIAM 165 To 236 Done ✔️ till now Expecting 300/333/444/500+
Goldiam Intl

Fresh High

252

Management is optimistic about the future outlook of Goldiam International. The company is set to launch its India B2C LGD Retail under the brand 'ORIGEM' and plans to open 3-5 stores in Q3 FY25, with a total of 15 stores planned for Phase 1.

The focus is on prioritizing top-line growth while maintaining the current EBITDA margin range of 18-22%. Goldiam International aims for a revenue growth target of 15-20% or more for FY25. However, concerns remain regarding declining LGD prices, high cost of gold, and competition in the Indian retail jewelry market.
EKC FY25 Q1

Good numbers

🔹Q1 REVENUE CONS 346 cr VS 271 cr YoY ⬆️
🔹Q4 REVENUE CONS 326 cr QoQ ⬆️

🔹Q1 PAT CONS 28 cr VS 22 cr YoY ⬆️
🔹Q4 PAT CONS 13 cr QoQ ⬆️
Wealthcreatures.com
Sarla poly @ 92.70 at Lower circuit even after good Q1 numbers I see this as opportunity 1-2 good Qtrs and stock wld be Rerated hugely
Sarla Poly

Another 5% Down

88

Support @ 80/76.50

Stock in ASM

That’s the Reason for down

Utilise this as dip to add more

Textile # Good Numbers #Opportunity
Everest Kanto Cylinder Limited (EKC) Q1 FY25 Earnings Call Key Takeaways

Financial Performance:

- Consolidated Revenue: Rs. 343 crore, up 28% YoY
- Standalone Revenue: Rs. 196 crore, up 18% YoY
- Consolidated EBITDA Margin: 12%
- Standalone EBITDA Margin: 9.4%
- Consolidated PAT: Rs. 28 crore, margin of 8%
- Standalone PAT: Rs. 11.7 crore, margin of 6%
- EPS (Diluted): Rs. 2.50 (Consolidated), Rs. 1.04 (Standalone)
- Gross Debt: Rs. 0 (Standalone), Working Capital Debt of $5 Million (Standalone)
- Cash Position: Rs. 50 Crore (Standalone), similar level in Dubai

Operational Performance:

- Strong start to the year driven by rising demand in domestic and international markets
- CNG segment volume increased both YoY and QoQ
- India and USA businesses witnessed strong growth of 18% and 63% YoY, respectively
- UAE business revenue increased by 6% YoY

Future Outlook:

- Management remains confident in the long-term growth potential of seamless gas cylinders in India
- Strong government commitment to eco-friendly natural gas, fiscal incentives, and ongoing CNG infrastructure development support a favorable environment for CNG vehicles
- Expanding green hydrogen applications present a significant long-term opportunity
- Two new manufacturing facilities in Egypt and Mundra (India) are expected to begin operations by the end of the fiscal year, focusing on high-pressure gas cylinders for CNG and industrial applications
- Revenue growth guidance of 15-20% for the full year
- EBITDA margins are expected to improve from current levels

Concerns:

- Margin compression in Q1 compared to the previous year, attributed to product mix and challenges in the commercial segment
- Uncertainty regarding the adoption rate and potential impact of electric vehicles on the CNG market
- Execution of large projects in the USA remains a key variable for revenue and profitability, as it is a project-based business with potential for delays

Other Important Points:

- Launch of the world's first CNG motorcycle in India by Bajaj, for which EKC is supplying cylinders, presents a potential new growth avenue. However, it's too early to assess the impact
- EKC is actively monitoring utilization rates before deciding on further capacity expansion
- The company expects to remain debt-free despite the announced capex plans
- CNG station additions in India are progressing well, with 300-500 new stations added annually
- The company is closely watching the global situation, particularly the Russia-Ukraine war, for its potential impact on CNG prices
Nifty close above 24550 needed for next Upmove

Any close below 23875 would make up think 🤔

Till time Trading zone

23875 - 24550
On Radar again

ADSL
cmp - 212.85
Support @ 197/181

POCL
CMP -1475
Support@1400/1315

Looking good for 10%~20%~30%~40% + Upmove in coming few months/Qtrs
RBI meeting banks today To discuss

SIP GROWTH CONTINUES