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✌️Suggestions on Strong Fundamental Companies & Technical Analysis + COMPANY NEWS & RESULTS + epaper + CONCALLS🍀

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ABSLAMC reports Q4 earnings today

👉Net Profit Up 9.4 % At ₹228 Cr Vs ₹208.4 Cr (YoY)

👉Revenue Up 17.3% At ₹429 Cr Vs ₹365.6 Cr (YoY)

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📢 Govt to Allow Chinese Firms to Apply for Electronics Component PLI via JV Route

👉🏻 Chinese cos can invest via JVs with Indian companies under PLI scheme.

👉🏻 Holding capped at 49% (some components), 26%/10% caps for others.

👉🏻 Management & control must stay with Indian entities.

👉🏻 JVs must include tech transfer clauses; FDI approval needed under Press Note 3.
🧬 Sigachi Industries Subsidiary Signs MoU with Respilon for Nanofiber Drug Delivery Tech

👉🏻 Collaboration to develop drug delivery solutions using NUENEX® nanofiber technology.

👉🏻 Focus areas: Invisible Patch and Powder-based formats.

👉🏻 Aims to revolutionize precision, non-invasive therapeutic delivery globally.
🚀 KPIT Technologies Q4FY25: Strong Growth, $280M New Deals & Strategic AI Push | MCap 34,363.93 Cr

- New engagements worth $280M secured in Q4FY25, including deals with top Asian & European carmakers.
- Net profit surged 48.9% YoY to ₹2,447M in Q4FY25.
- Revenue grew 15% YoY (constant currency) to ₹15,283.44M.
- EBITDA margin at 21.1%, with 18.4% YoY growth.
- Proposed FY25 dividend: ₹8.50/share.
- Cash reserves: ₹15,865M with zero long-term debt.
- Headcount: 12,873 (11,993 in development roles).
- Asia revenue jumped 73.3% YoY (China & India expansion).
- Passenger Cars segment revenue up 12.1% YoY.
- Effective tax rate dropped to 23.7% (vs 26.5% last quarter).
- Awards: Tech Titan for CEO Kishor Patil, Silver Shield for Financial Reporting.
- 94% employee participation in ESAT Survey 2024.
- Showcased leadership at CES 2025 & Bharat Mobility Expo.
- Collaboration with Mercedes-Benz R&D India for Software-Defined Vehicles.
Heranba Ind ; Co.s Subsidiary Starts Commercial Production at Saykha Unit Phase-I

Heranba Organics Private Limited commenced production at Saykha Unit Phase-I, Bharuch.

Expected annual revenue from the unit is ₹280–300 crore.

Production capacity of Phase-I is approximately 6000 MTPA.

Move supports Heranba’s growth strategy and regional job creation.

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IGL Q4 Update:

--Net Profit Up 22% At ₹349 Cr Vs ₹286 Cr (QoQ)

--Revenue Up 5.1% At ₹3,950.5 Cr Vs ₹3,759.4 Cr (QoQ)

--EBITDA Up 36.6% At ₹497 Cr Vs ₹364 Cr (QoQ)

--Margin At 12.6% Vs 9.7% (QoQ)

--Sales Volumes At 9.18 mmscmd Vs 9.11 mmscmd (QoQ)

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Relief For Life Insurance Companies, DFS Secy Assures Of No Action Against Bancassurance Channel
UltraTech Cement reports Q4 earnings

Net Profit at ₹2,482 cr vs CNBC-TV18 poll of ₹2,500 cr
ULTRATECH CEMENT Q4:

Q4 CONS NET PROFIT 24.8B RUPEES VS EST 25B

Q4 EBITDA 46.2B RUPEES VS EST 47B

Q4 EBITDA MARGIN 20.02% VS EST 20%

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🏗️ UltraTech Cement Hits 1GW Renewable Energy Milestone & Reports Strong Q4 Growth | MCap 3,57,417.84 Cr

- Achieved 1GW renewable energy capacity, a first for an Indian industrial company for captive use.
- Q4FY25 sales volumes hit 41.02 million metric tons, up 17% YoY.
- FY25 sales volumes reached 135.83 million metric tons, among the highest globally (excluding China).
- Consolidated Net Sales for Q4FY25: Rs. 22,788 crores (vs. Rs. 20,069 crores in Q4FY24).
- FY25 Net Sales: Rs. 74,936 crores (up from Rs. 69,810 crores in FY24).
- Q4FY25 PBIDT: Rs. 4,721 crores (up from Rs. 4,250 crores in Q4FY24).
- Q4FY25 PAT: Rs. 2,482 crores (vs. Rs. 2,258 crores in Q4FY24).
- FY25 PAT: Rs. 6,039 crores (down from Rs. 7,005 crores in FY24).
- Operating EBITDA per metric ton (excluding acquisitions): Rs. 1,270/mt, up 7% YoY & 32% QoQ.
- Board recommended dividend of Rs. 11 per share for FY25 (total Rs. 2,283.15 crores).
- Completed acquisition of 55.49% stake in The India Cements Limited (ICEM), now holds 81.49%.
- Acquired 66.34% stake in Ras Al Khaimah Co. for White Cement & Construction Materials.
- Facing CCI penalties totaling Rs. 1,616.83 crores & Rs. 68.30 crores; appeals pending in Supreme Court.
- Basic EPS for FY25: Rs. 205.30 (vs. Rs. 243.05 in FY24).
- Consolidated Revenue from Operations: Rs. 75,955.13 crores (vs. Rs. 70,908.14 crores last year).

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Tata Technologies shares gain 3% after Q4 results but analysts warn of a 30% fall
CELLECOR GADGETS: CO HAS SIGNED A STRATEGIC NON-DISCLOSURE AGREEMENT (NDA) WITH SHENZHEN H&T INTELLIGENT CONTROL CO || THE PROPOSED FACILITY WILL SPECIALIZE IN INTELLIGENT CONTROLLERS, SENSORS, CHIPS, SEMICONDUCTOR COMPONENTS, AND INTEGRATED SMART SOLUTIONS
Csb Bank Q4:

CSB Bank reports #Q4 earnings

Net Profit Up 25.7% at ₹190.4 Cr Vs ₹151.5 Cr (YoY)

NII Down 3.8% at ₹371.3 Cr Vs ₹386.1 Cr (YoY)

Net NPA at 0.52% Vs 0.64% (QoQ)

Gross NPA at 1.57% Vs 1.58% (QoQ)

Q4 Sl Net Profit 1.9b Rupees Vs 1.5b (YoY)

Q4 GNPA 1.57% Vs 1.58% (QoQ)

Q4 NNPA 0.52% Vs 0.64% (QoQ)

Q4 Interest Earned 9.8b Rupees Vs 7.94b (YoY)

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Insurance Cos in Focus

DFS Secretary assures life insurance industry on ‘no action’ against bancassurance channel

DFS: Department of Financial Services

DFS Secretary acknowledges importance of bancassurance channel for life insurance companies

DFS Secretary asks life insurers to ensure that complains of mis-selling do not rise & bancassurance channel expands3

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AB SUNLIFE AMC Q4

NET PROFIT AT 228 CR V 224 CR QOQ

REVENUE AT 427 CR V 445 CR QOQ

EBITDA AT 243 CR V 274 CR QOQ

MARGINS AT 56.8 % V 61.6 % QOQ

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Nifty snaps 2-session losing streak; RIL, Sun Pharma lead!
Here's how the markets panned out today!
#JustIn | Kirloskar Electric appoints Meena Kirloskar as Vice Chairperson of the company with immediate effect
TVS Motor delivered a very strong Q4 performance :- 📈

TVSMOTOR- 2,822.60 📈84.70 (3.09%)

Q4 SL NET PROFIT 8.5B RUPEES VS 4.85B (YOY); EST 7.71B

Q4 EBITDA 13.3B RUPEES VS 9.26B (YOY); EST 12.49B

Q4 EBITDA MARGIN 13.96% VS 11.34% (YOY); EST 13.3%

🔖EBITDA rose to 13.3 billion INR (from 9.26 billion last year), beating the 12.49 billion estimate.

🔖EBITDA margin improved to 13.96% (vs. 11.34% last year), ahead of the 13.3% forecast.

🔖Net profit jumped to 8.5 billion INR (up from 4.85 billion), above the 7.71 billion estimate.

🔖Overall, TVS Motor not only grew sharply year-over-year but also exceeded market expectations across all key metrics.

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