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
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
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
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
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
Wealthcreatures.com
https://www.bseindia.com/xml-data/corpfiling/AttachLive/a87d54a1-1113-447e-b79a-6f0cca57354d.pdf Saraswati commercial Good numbers
Saraswati commercial
ZSARA comm
Fresh ATH
11308 💚
🔐 in UC
ZSARA comm
Fresh ATH
11308 💚
🔐 in UC
Wealthcreatures.com
ZSARA COMM 62.15 ONLY BUYERS CATCH IT IF YOU CAN PURE INVESTMENT ONLY 3 TO 5 YRS HOLDING
ZSARA comm
62.15 TO 11300+++
Still Trading cheap
62.15 TO 11300+++
Still Trading cheap
Wealthcreatures.com
CDSL - Blockbuster Results💹 ~ Highest Ever REV, PAT ~ P/E will come down from 61 to 53 post 82 % EPS growth ~ On Track for 500 Cr Annualised PAT #Q1FY25 REV🔼71 % - 257 Cr PBT🔼78 % - 175 Cr PAT🔼82 % - 134 Cr EPS ~ 12.84 vs 7.04 Segmental PBT - Depository…
CDSL
FRESH ATH
2955
Soon wld trade 1:1 cum bonus
FRESH ATH
2955
Soon wld trade 1:1 cum bonus
Wealthcreatures.com
SHRIRAM PISTON ON RADAR AGAIN Patience is key ( Like Lincoln pharma) CMP - 1180 Days Low - 1159 Support @ 1080/1000 Shld be 2x/3x/5x + TF - 2/3/4 Years Fundamentally very strong 💪 Numbers are Great Consistent performer Hidden Gem 💎
After long consolidation
Shriram piston
Moving 🆙
2040
Days High - 2060
Watch out for close above 2110/2222
Shriram piston
Moving 🆙
2040
Days High - 2060
Watch out for close above 2110/2222
Wealthcreatures.com
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
POCL
15% blast 💥
1688
ADSL
DAYS high - 230
Now 5% 💚- 223
15% blast 💥
1688
ADSL
DAYS high - 230
Now 5% 💚- 223
Wealthcreatures.com
E2E Free ka maal enjoy
E2E
Another 5% UC
2163
949 To 2163 Done ✔️ Till Now
Another 5% UC
2163
949 To 2163 Done ✔️ Till Now
Wealthcreatures.com
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:…
EKC
GETTING READY FOR
52wk High 🔜/ & 190/200/224/250/300/333+
(1 To 6 Qtrs )
Longterm - 450/600/750+
GETTING READY FOR
52wk High 🔜/ & 190/200/224/250/300/333+
(1 To 6 Qtrs )
Longterm - 450/600/750+
Wealthcreatures.com
Kellton Tech Aft Hitting 184 Today Low @ 155 Now @ 160 Support @ 140-128 zone
Kellton Tech 💪
5% 💚
162
Recent Lows @ 139- 140
Taking good support around 140 zone
Again getting Ready for fresh ATH 🔜 🔜
5% 💚
162
Recent Lows @ 139- 140
Taking good support around 140 zone
Again getting Ready for fresh ATH 🔜 🔜
Wealthcreatures.com
E2E Another 5% UC 2163 949 To 2163 Done ✔️ Till Now
E2E Network preferential allotment done for 24,81,592 shares at Rs.1694.50 each raising a total of 420.51 cr
Ace investor Ashish Kacholia (Ashish R. C. Kacholia, RBA Finance) and looks like some bollywood stars also entered
Ace investor Ashish Kacholia (Ashish R. C. Kacholia, RBA Finance) and looks like some bollywood stars also entered
Wealthcreatures.com
https://nsearchives.nseindia.com/corporate/E2E_19082024132200_FinalOutcomeofBME2E.pdf
E2E
Full preferential Allotment List
Full preferential Allotment List
JUST AN OBSERVATION
Hero MotoCorp Vs OLA
Hero MotoCorp
Market cap - 1,03,760 Cr
Sales - 40,000cr
Net PROFIT - 4000cr
Reserves - 17,000cr
POSITIVE Operating Cash Flow - 5000cr
Debt (Almost Negligible) - 600cr
Ola Electric
Market cap - 64,565 Cr
Sales - 5000cr
Net LOSS - 1600cr
NEGATIVE Reserves - 2900 cr
Debt (more than sales) - 5600cr
NEGATIVE Operating Cash Flow - 600cr Approx
Within 8 Days stock moved from 72/74 Zone to 146
POWER OF 🐂 BULL MARKETS
Hero MotoCorp Vs OLA
Hero MotoCorp
Market cap - 1,03,760 Cr
Sales - 40,000cr
Net PROFIT - 4000cr
Reserves - 17,000cr
POSITIVE Operating Cash Flow - 5000cr
Debt (Almost Negligible) - 600cr
Ola Electric
Market cap - 64,565 Cr
Sales - 5000cr
Net LOSS - 1600cr
NEGATIVE Reserves - 2900 cr
Debt (more than sales) - 5600cr
NEGATIVE Operating Cash Flow - 600cr Approx
Within 8 Days stock moved from 72/74 Zone to 146
POWER OF 🐂 BULL MARKETS