MOREPEN IN FOCUS

MOREPEN LABORATORIES: CO LAUNCHED FOUR NEW RX PRODUCTS IN APRIL 2025, REINFORCING ITS R&D-DRIVEN GROWTH STRATEGY AND TARGETING ?1,000 CRORE IN FORMULATION BUSINESS OVER FIVE YEARS

INDUSIND BANK : BANK HALTS ONBOARDING OF NEW MFI CLIENTS: MONEYCONTROL

INDIA PM MODI: ENEMIES OF INDIA HAVE MADE THE MISTAKE OF ATTACKING THE SOUL OF INDIA

PM MODI: THE ATTACKERS AND THEIR BACKERS WILL BE PUNISHED BEYOND THEIR IMAGINATION

NSE REVISES CRITERIA FOR LISTED SMALL COMPANIES TO SHIFT TO MAIN BOARD || SMALL COMPANIES NEED TO BE LISTED FOR 3 YEARS BEFORE SHIFTING TO MAIN BOARD

INCREASES PAID UP EQUITY REQUIREMENT TO 100 MLN INR TO BE ELIGIBLE FOR MAIN BOARD LISTING

SupremeInd reports #Q4 results

- Net Profit Down 17% At ₹294 Cr Vs ₹354.8 Cr (YoY)

- Revenue Up 0.6% At ₹3,027 Cr Vs ₹3,008 Cr (YoY)

- EBITDA Down 15% At ₹416 Cr Vs ₹491 Cr (YoY)

- Margin At 13.8% Vs 16.3% (YoY)

Net Profit: ₹295 Cr vs ₹350 Cr YoY 🔻

Revenue: ₹3,027 Cr vs ₹3,007 Cr 💵

EBITDA: ₹416 Cr vs ₹491 Cr YoY 📉

Margins: 13.75% vs 16.31% ⚖️

Rs.24 as Dividend

Pressure on margins and profitability despite steady revenue

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Supreme Industries FY25 Insights:
Capacity Expansion, Revenue Growth & Sustainability Push |

MCap 44,586.43 Cr

- Capacity expansion to 1.2M MT planned by 2025-26 with ₹1100cr capex
- FY25 revenue at ₹10,446.25cr (up 3.08% YoY); Q4 revenue at ₹3,027.07cr (up 0.64% YoY)
- Plastic goods sales grew 5.44% to 674,510 MT in FY25
- Value-added products now 39% of total turnover
- 21.45% energy from renewable sources; 100K ton carbon reduction target
- Strong financial position: ₹943.99cr cash balance, ₹4,960.53cr reserves
- Dividend payout of ₹431.89cr (1700% of face value) in FY25
- 30 manufacturing plants across India with diversified product portfolio

Elecon Engineering reports Q4 earnings :

- Net Profit Up 41.4% At ₹146.5 Cr Vs ₹103.6 Cr (YoY)

- Revenue Up 41.3% At ₹797.5 Cr Vs ₹564.6 Cr (YoY)

- EBITDA Up 44.5% At ₹195.30 Cr Vs ₹135.20 Cr (YoY)

- Margin At 24.5% Vs 24% (YoY)

YoY revenue - 529 cr Vs 479 cr ⬆️
YoY PBT - 140 cr Vs 117 cr ⬆️
YoY PAT - 108 cr Vs 90 cr ⬆️
YoY EPS - 4.79 vs 4.03 ⬆️

QoQ revenue - 529 cr Vs 508 cr ⬆️
QpQ PBT - 140 cr Vs 111 cr ⬆️
QoQ PAT - 108 cr Vs 88 cr ⬆️
QoQ EPS - 4.79 vs 3.91 ⬆️

EBiTDA and PAT margins have improved ✅

Co available at fair valuation ✅

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#PahalgamTerroristAttack | Terrorists who have perpetrated this attack will get punished beyond their imagination, says PM Modi.

#NewsFlash | Bharti Airtel writes to govt, seeks conversion of its spectrum dues into equity, sources to CNBC Awaaz

KirloskarPneu reports its #Q4 earnings

👉Net Profit Up 34.5% At ₹81 Cr Vs ₹60. 2 Cr (YoY)

👉Revenue Up 19% At ₹582.6 Cr Vs ₹490 Cr (YoY)

👉EBITDA Up 23.5% At ₹113 Cr Vs ₹91.35 Cr (YoY)

👉Margin At 19.4% Vs 18.7% (YoY)

➡️Dividend: ₹6.50
➡️OCF (FY25): ₹214.83 Cr vs ₹183.42 Cr (YoY)
➡️Net Worth: ₹1,096 Cr

📌 New Appointments:
🔹 Mrs. Varsha Purandare as Independent Director (5 yrs)
🔹 SVD & Associates appointed as Secretarial Auditor

Highest ever revenue, EBITDA, PBT and PAT in company's history 👏

💫17 percent jump in Kirloskar Pneumatic after stellar Q4 results.

⚡Net profit jumped by 86 percent on YoY basis which is simply amazing and it outperformed the expectations by a big margin.

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📡 Bharti Airtel Seeks Spectrum Dues-to-Equity Swap

👉🏻 Airtel writes to Govt, wants its spectrum dues converted into equity
👉🏻 Cites Vodafone Idea precedent where dues were similarly converted
👉🏻 Airtel’s spectrum dues till Dec'24: ₹74,000 Cr
👉🏻 Vodafone Idea dues till Dec'24: ₹1.34 Lk Cr
👉🏻 Post-conversion, Govt’s stake in Voda Idea jumped to 49% from 22.6%

🏗️ Max Estates takes over stalled Delhi One project in Noida via IBC route

👉🏻 Adds ₹2,000 Cr sales & ₹120 Cr annual rental potential
👉🏻 Mixed-use campus with ultra-luxury residences, offices, retail & club
👉🏻 2.5 Mn sq. ft. project strategically located near DND Flyway
👉🏻 NCLT & NCLAT approvals secured; revival after 7-year delay

🏨 SAMHI Hotels & GIC form $300 Mn JV for upscale hotel investments in India

👉🏻 JV starts with 5 hotels (1,000+ rooms) in Bengaluru & Pune
🔹 Includes Hyatt Regency Pune, Courtyard & Fairfield by Marriott, Westin (under dev.)

👉🏻 GIC takes significant minority stake in hotel SPVs

👉🏻 Funds to fuel capex, reduce debt & drive future acquisitions

(GIC is Singapore’s sovereign wealth fund and one of the world’s largest long-term global investors.)

🧬 Sun Pharma & Moebius Medical publish key data on MM-II, a novel non-opioid OA therapy

👉🏻 Phase 2b trial: Single MM-II injection showed 26-week pain relief in knee OA
👉🏻 Works by forming lubricative coating on cartilage — reduces friction & degeneration
👉🏻 Published in Osteoarthritis & Cartilage journal; Fast Track status granted by #USFDA
👉🏻 New data to be presented at OARSI 2025 Congress

India will identify, track and punish every terrorist, their handlers and their backers.

We will pursue them to the ends of the earth.

India’s spirit will never be broken by terrorism.

-PM Narendra Modi

ACC Q4 :

NET PROFIT AT 736 CR V 750 CR YOY

REVENUE AT 5948 CR V 5306 CR YOY

EBITDA AT 740 CR V 745 CR YOY

MARGINS AT 12.4 % V 14 % YOY

NET PROFIT INCLUDING EXCEPTIONAL ITEM OF 134 CR

PROFIT BEFORE EXCEPTIONAL ITEM AT 724 CR V 661 CR YOY

• Dividend: ₹7.50 per share declared for FY25

🔍 Key Insights for Traders and Investors

• Profitability Surge: Net profit more than doubled YoY, backed by higher volumes and operational cost controls.
• Operational Efficiency: EBITDA and margins improved YoY despite input cost challenges.
• Demand Drivers: Infrastructure and real estate demand contributed significantly to volume growth.
• Outlook: Management remains bullish on cement sector demand driven by government capex and rural housing.

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💼 Shanthi Gears Ltd | Mar 2025 Results Out

Mixed Results 😐

📊 Key Metrics

Revenue (REV):
📅 Mar 2025: ₹153.21 Cr
📅 Dec 2024: ₹157.51 Cr
📅 Mar 2024: ₹153.64 Cr
📉 🔻2.73% QoQ, 🔻0.28% YoY

Profit Before Tax (PBT):
📅 Mar 2025: ₹31.41 Cr
📅 Dec 2024: ₹35.43 Cr
📅 Mar 2024: ₹31.91 Cr
📉 🔻11.35% QoQ, 🔻1.57% YoY

Profit After Tax (PAT):
📅 Mar 2025: ₹22.46 Cr
📅 Dec 2024: ₹26.28 Cr
📅 Mar 2024: ₹25.68 Cr
📉 🔻14.54% QoQ, 🔻12.54% YoY

🤖 Key Insights:

📌 Q4 PAT saw a QoQ/YoY dip (₹22.46 Cr vs ₹26.28 Cr QoQ / ₹25.68 Cr YoY), partly due to a high 'Other Income' base in Q4FY24. However, the full-year performance showed decent growth. 📈

📌 A strong order book of ₹239 Cr provides good near-term revenue visibility, suggesting sustained demand, likely supported by the ongoing industrial capex cycle. 🏗️

📌 The impressive 75% YoY growth in Free Cash Flow is a key positive, reflecting strong cash conversion. However, the noted 16% YoY rise in trade receivables needs careful monitoring as it might stretch working capital. 👀💰

📌 The current P/E ratio around 40.6 appears consistent with its historical premium valuation. I think this reflects its market position within the Murugappa group and growth potential, though it's not cheap. 🏦

📌 Fundamentally, the company is debt-free with good return ratios (ROE ~25%). The long-term outlook seems positive, supported by infrastructure/capex tailwinds, but near-term headwinds like potential sector slowdowns and working capital management are key monitorables. 🎯

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LAURUS LABS: Q4

CONS NET PROFIT 2.34B RUPEES VS EST 1.85B

Q4 EBITDA 4.20B RUPEES VS 2.41B (YOY); EST 3.98B

Q4 EBITDA MARGIN 24.42% VS 16.77% (YOY); EST 24%

BEATS EBITDA AND MARGINS

BEATS ESTIMATES

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ADANI ENERGY Q4

NET PROFIT AT 650 CR V 361 CR YOY

REVENUE AT 6374 CR V 4706 CR YOY

EBITDA AT 2250 CR V 1565 CR YOY

MARGINS AT 35.3 % V 33.2 % YOY

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