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ValueSense Analytics

3 months

We are a SEBI Registered Research Analyst firm and provide following subscription service for the Indian Equity Markets. -Equity Advisory Service (10-12 Stock Recommendations every year). -Regular updates on the recommended stocks. -Book reviews. -IPO…

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ValueSense Analytics

@ValueSenseIndia

4 months

PhantomFX does a VFX Collaboration with KJR Studio: With an initial budget of ₹50 crores dedicated exclusively to the VFX and CGI of "Ayalaan 2," both PhantomFX and KJR Studio acknowledge the possibility of exceeding this figure as they spare no expense to deliver an…

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ValueSense Analytics

@ValueSenseIndia

8 months

Mold Tek Technologies 2023 Annual General Meeting notes. 1. Performance improved due to a turnaround in the Mechanical Engineering division from loss to profit. 2. Outside of the USA, doing good progress in Mexico. Touching upon Turkey and received small…

ValueSense Analytics

@ValueSenseIndia

8 months

Mold Tek Technologies Ltd. 2023 Annual Report notes. 1. The Company has shown phenomenal performance with EBIDTA margins around 30% and PAT margins around 20%, thanks to the better performance of both Civil and Mechanical divisions and strong turnaround in Mechanical Engineering…

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ValueSense Analytics

@ValueSenseIndia

11 months

Attended the Annual General Meeting of Vimta Labs Ltd. Key highlights from the Vimta Labs Ltd. AGM 2023. -Genome facility will double the capacity. -Capacity constraints in short term. -Confident of reaching Rs. 500 cr sales by FY26. -JNPT lab doing well. #StockMarketindia

ValueSense Analytics

@ValueSenseIndia

1 year

Vimta Labs Q4FY23 concall updates. -Doubling capacities in Genome Valley, Hyderabad campus. Life Sciences project will add 225,000 sq. ft additional space. -Stopped B2C clinical diagnostic business due to high competition. -To reach Rs. 500 cr sales by 2025/26. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

8 months

Nikhil Adhesives Ltd. 2023 Annual General Meeting notes. 1. Expect 10-12% volume growth in FY24. Value growth depends on product prices. 2. Started trials at Re-dispensible Polymer Powder (RDP). Our capacity is 1000 tonnes per month. Demand in India is 6000-7000 tonnes per month.…

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ValueSense Analytics

@ValueSenseIndia

3 months

P.E. Analytics (PropEquity) a Rs. 300 cr SME company. Company's latest presentation talks about it's new business verticals and the growth opportunities. -On target to achieve 100% growth in terms of Revenue for FY24. (This means that H2FY24 will be 3x…

ValueSense Analytics

@ValueSenseIndia

9 months

P.E. Analytics Ltd. (PropEquity) 2023 Annual General Meeting (AGM) Notes. 1. Nearly doubled team strength to 300 from 153. 2. 52 new clients added in the Subscription business due to a new strategy of going to smaller developers. 3. B2C business which will be launched this year.…

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ValueSense Analytics

@ValueSenseIndia

9 months

P.E. Analytics Ltd. (PropEquity) 2023 Annual General Meeting (AGM) Notes. 1. Nearly doubled team strength to 300 from 153. 2. 52 new clients added in the Subscription business due to a new strategy of going to smaller developers. 3. B2C business which will be launched this year.…

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ValueSense Analytics

@ValueSenseIndia

6 months

Markolines Pavement Technologies Ltd. Q2FY24 concall notes. Very detailed concall by the management, explaining the various aspects of business including billing cycle, payment cycle, clientele and industry insights. One can gain complete understanding of its business through…

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ValueSense Analytics

@ValueSenseIndia

8 months

Best Agrolife Ltd. 2023 Annual General Meeting notes. 1. On income tax raid: All compliances done on our end. Can't comment much right now. Will make appropriate disclosures to the exchanges. 2. Ronfen will do more than Rs. 350 cr in FY24 (last year was…

ValueSense Analytics

@ValueSenseIndia

8 months

Best Agrolife FY23 Annual Report notes. 1. Our outlook for FY24 remains ambitious. We project robust revenue growth of 30%. Anticipate sustaining an EBITDA margin of 20%. 2. Three Manufacturing facilities: Gajraula, Greater Noida, and Jammu 700+ Employees…

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ValueSense Analytics

@ValueSenseIndia

9 months

SEBI is coming out with stringent circulars very frequently now. Most of these don't make any practical sense and makes life difficult for honest and compliant members. Instead of 'Ease of Business' it is becoming more of 'Cease the Business'. for Small and Medium Enterprises.…

Aveek Mitra

@aveekmitra

9 months

SEBI has come out with a strange consultation paper seeking public comments on fee collection mechanism proposed by them for Registered Investment Advisors (RIA) & Research Analysts (RA). Don't know if anywhere in the world, regulator comes to micro manage fee collection of…

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ValueSense Analytics

@ValueSenseIndia

5 months

Stock Synopsis Markolines Pavement Technologies Ltd. (Market Cap: Rs. 260 cr, CMP: Rs. 137) Disclaimer: We write a one page brief summary in our "Stock Synopsis" report on a company we have studied. It's not a Buy/Sell recommendation. #StockMarket #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

7 months

Mold Tek Technologies Q2FY24 good results. - Sales up 23% YoY & 17% QoQ. -EBITDA up 22% YoY & 37% QoQ. -PAT up 18% YoY & 29% QoQ. Management Commentary: The growth registered in last year continued to be maintained as Mechanical Engineering Services revenues are further improving…

ValueSense Analytics

@ValueSenseIndia

10 months

Mold Tek Technology Q1FY24 good results. -Revenue' 3668.00 Lakhs (FY 22-23 Q1: '2889.62 Lakhs) up by 26.94% -PAT' 628.47 Lakhs (FY 22-23 Q1: '309.64 Lakhs) up by 102.97% -EBIDTA' 1005.62 Lakhs (FY 22-23 Q1: , 545.94 Lakhs) up by 84.20%. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

1 year

Geekay Wires Ltd. superb results for Q3FY23 despite a fire incident in the quarter. -Sales growth 61% YoY. -Gross Margins increased to 23% vs 18% QoQ & 16% YoY. -PAT growth 223% YoY & 90% QoQ. -There is an exceptional loss of Rs. 2.98 cr in Q3FY23 due to fire. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

Virtuoso Optoelectronics Ltd Q2FY24 concall notes. Good SME company in white goods segment. Expecting stronger H2FY24, maintains guidance of ₹550 crores to ₹600 crores sales in FY24. Company expanding into new product categories which will help the company in maintaining sales…

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ValueSense Analytics

@ValueSenseIndia

6 months

Garware Hi Tech Films Q2FY24 business update. -PPF business has delivered strong volume and revenue growth with committed orders from US customers and from deepening domestic distribution network. -PPF contributed 30% of the total revenue in Q2FY24 vs 16% in Q1FY24. -The PPF…

ValueSense Analytics

@ValueSenseIndia

6 months

Garware Hi Tech Films Ltd. Q2FY24 flat results. -Sales up 0.51% YoY & 4% QoQ. -EBITDA down 3% YoY & up 1.5% QoQ. -PAT down 4% YoY & up 4% QoQ. -Reduction in Debt & Interest Cost. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

8 months

Mayur Uniquoters Ltd. 2023 Annual General Meeting notes. 1. Currently operating at 75-80% capacity utilization. Looking to operationalize a plant in Mexico for expansion. Currently looking for land there. 2. OEM segment is growing really fast. Have good…

ValueSense Analytics

@ValueSenseIndia

9 months

Mayur Uniquoters Ltd. 2023 Annual Report Notes. AGM Date: 14.09.2023 at 11:00 am. 1. Total annual production capacity of 48.60 mn linear meters of PVC coated fabric & 5 mn linear meters of PU coated fabric. 2. Entered into the retail furnishing business…

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ValueSense Analytics

@ValueSenseIndia

6 months

Few good Q2FY24 results so far. Som Distilleries & Breweries Bank of Maharashtra Federal Bank PNGS GargiFashion Angel One Ceat Ltd. Zensar Tech Newgen Software Tata Metaliks Dr Agarwals eye hospital Mold Tek technology LT Foods Geekay wire Anup Engineering Amara Raja Balu Forge…

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ValueSense Analytics

@ValueSenseIndia

6 months

Natural Capsules Ltd. Q2FY24 concall notes. Concall provided good insights into the current pharma industry situation, the gelatine industry, how China has affected the prices and update on their capex. Recovery of margins looks 2-3 quarters away. 1. Faced challenges similar to…

ValueSense Analytics

@ValueSenseIndia

6 months

Natural Capsules Ltd. Q2FY24 poor results. -Sales down 17% YoY & 1% QoQ. -EBITDA down 46% YoY & 14% QoQ. -PAT down 70% YoY & 14% QoQ. -Margins at lowest in past 10 quarters. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

Panchsheel Organics Ltd. capex update. -Making substantial progress towards the launch of their advanced fermentation plant in Q1FY25. -Completed 50% of the necessary construction work on schedule. -Already initiated the procurement of machinery and equipment, focusing on…

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ValueSense Analytics

@ValueSenseIndia

8 months

Medium-density fibreboard (MDF) industry in India. MDF, an engineered wood panel formed from coalescing wood fiber, has a non-directional grain structure, ideal for cutting and machining without splinters. Its advantages over plywood include smoothness, consistency,…

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ValueSense Analytics

@ValueSenseIndia

6 months

Stock Synopsis Cineline India Ltd. (Market Cap: Rs. 393 cr) Disclaimer: We write a one page brief summary in our "Stock Synopsis" report on a company we have studied. It's not a Buy/Sell recommendation. #StockMarket #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

8 months

Best Agrolife FY23 Annual Report notes. 1. Our outlook for FY24 remains ambitious. We project robust revenue growth of 30%. Anticipate sustaining an EBITDA margin of 20%. 2. Three Manufacturing facilities: Gajraula, Greater Noida, and Jammu 700+ Employees…

ValueSense Analytics

@ValueSenseIndia

8 months

Best Agrolife latest credit rating report. Ratings reaffirmed and rating amount enhanced from Rs. 235 cr to Rs. 405 cr. 1. Sales from generic agrochemicals stood at 45.00% of total consolidated sales during FY23 (PY: 50.00%) while that from hybrid…

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ValueSense Analytics

@ValueSenseIndia

5 months

Best Agrolife acquires 99% stake in Kashmir Chemicals. -It specializes in production of pesticide formulations, including emulsified concentrates, wettable powders, and granules. -This move is expected to add Rs. 350 crores to its overall returns.

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ValueSense Analytics

@ValueSenseIndia

4 months

Stock Synopsis Frog Cellsat Ltd (Market Cap: Rs. 284 cr, CMP: Rs.184) Disclaimer: It's not a Buy/Sell recommendation. Kindly like and repost for wider investor awareness. Get our latest recommendations here: #StockMarket

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ValueSense Analytics

@ValueSenseIndia

3 months

Today's Bulk Deal on NSE. Megatherm Induction Ltd. Ashish Kacholia bought 316800 shares at Rs. 224.96 #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

Phantom Digital Effects Q2FY24 flattish results. -Sales up 25% YoY & down 26% QoQ. -EBITDA up 28% YoY & down 26% QoQ. -PAT is up 1% YoY & down 34% QoQ. -Increase in borrowings by Rs. 10 cr. *We have calculated the Q2 numbers by deducting Q1 numbers from H1 numbers reported by…

ValueSense Analytics

@ValueSenseIndia

10 months

Phantom Digital Effects Q1FY24 good results. Always good to see companies exceeding their guidance. -Sales up 94% YoY & 25% QoQ. -EBITDA up 64% YoY & 45% QoQ. -PAT up 47% YoY & 45% QoQ. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Easy Trip Planners (EaseMyTrip) Q3FY24 results, slow growth. -Sales up 18% YoY. -EBITDA up 19% YoY. -PAT up 9% YoY #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

10 months

Natural Capsules Ltd. Annual Report 2023 notes. -Pursuing next-generation machines to produce capsules with a capacity of 7.5 MCPD. -In FY24, Company will complete the installation of a new plant and commence the production of steroidal APIs in small volumes. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

7 months

Geekay Wires Ltd. Q2FY24 good results. -Sales up 4% YoY & 11% QoQ. -EBITDA growth 99% YoY. -PAT up 204% YoY & 18% QoQ. -PAT growth higher than EBITDA growth due to rise in Other Income from Rs. 2.5 cr in Q2FY23 to Rs. 7.5 cr in Q2FY24. -Export sales down 10% YoY. -Domestic Sales…

ValueSense Analytics

@ValueSenseIndia

10 months

Geekay Wires Ltd. Q1FY24 decent results. -Sales up 11% YoY & down 5% QoQ. -EBITDA up 232% YoY & 3% QoQ. -PAT up 223% YoY & down 33% QoQ. #StockMarketinda

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ValueSense Analytics

@ValueSenseIndia

7 months

Freshtrop Fruits Ltd. board meeting on 16th October 2023 to consider the matter of sale of Fresh Fruit business undertaking of the Company on slump sale basis. Company selling it's cash cow business. #StockMarket #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

9 months

Attended IOL Chemical & Pharma 2023 Annual General Meeting. AGM was very brief. Key notes from AGM. -Expect 10-15% topline growth in FY24. -Added Paracetamol in April 2022 with 1800 mtpa capacity. Expanded it to 3600 MTPA in February 2023. -At prevailing market prices looking at…

ValueSense Analytics

@ValueSenseIndia

10 months

IOL Chemical & Pharma Annual Report 2023 notes. -The capacity of Paracetamol was enhanced from 1,800 to 3,600 MTPA. -35% global market share, IOL is the largest Ibuprofen producer. AR Link: AGM Date: 10.08.2023 #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Avanti Feeds Q3FY24 good results. -Sales up 13% YoY. -EBITDA up 20% YoY. -PAT up 17% YoY. -Processed Shrimp segment EBITDA up 63% YoY & 34% QoQ. -Shrimp Feed segment EBITDA flat YoY & QoQ. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Virtuoso Optoelectronics (VOEPL) - Business Update Q3FY24. -Growth of 90.4% YoY in Total Revenue at Rs 343.85 Cr. in 9M FY24 vs Rs 180.57 Cr. in 9M FY23. -Volume Growth of 164% YoY in AC business. Volume Growth of 88% YoY in the Lighting, EMS and Component Business. -The Company…

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ValueSense Analytics

@ValueSenseIndia

8 months

Mercury Laboratories Ltd. 2023 Annual General Meeting notes. Company gave update on it's expansion plan and gave good details of it's business. 1. Growth in FY23 was due to volume growth. 2. Intent to grow at industry average of 8-10% in FY24. 3. Expanding in many countries like…

ValueSense Analytics

@ValueSenseIndia

1 year

Mercury Lab also announced Rs. 30 cr capex for manufacturing of small volume parenteral having capacity of manufacturing of 75 million annually at Unit No 2 at Baroda – Halol Road, Jarodiapura, Jarod.

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ValueSense Analytics

@ValueSenseIndia

10 months

IOL Chemical & Pharma Annual Report 2023 notes. -The capacity of Paracetamol was enhanced from 1,800 to 3,600 MTPA. -35% global market share, IOL is the largest Ibuprofen producer. AR Link: AGM Date: 10.08.2023 #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

7 months

Carysil Ltd. acquires 100% stake in “United Granite, LLC”, based at Virginia (USA) for USD 7.9 mn. The object of acquiring this Company is to get access to the kitchen top fabrication market and extend existing marketing capabilities in Kitchen segments in USA. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

3 months

Rushil Decor Ltd. Q3FY24 Concall notes: Management talks about new BIS norms in MDF, 3x revenue in 5 years and industry outlook. 1. Targeting Rs.2500 Crores turnover in the span of next five years. Now for that purpose there are couple of plans it is under consideration and…

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ValueSense Analytics

@ValueSenseIndia

6 months

Neuland Lab Q2FY24 superb results. -Sales up 42% YoY & 15% QoQ. -EBITDA up 100% YoY & 42% QoQ. -PAT up 134% YoY & 44% QoQ. -Good growth in Cash Flow from Operations. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

9 months

Amara Raja Batteries 2023 Annual Report notes. -Market share in both After Market & OEM segments moved higher. -Growing demand for fuel-efficient vehicles that comply with stringent norms, leading to a higher market share for organised battery brands.

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ValueSense Analytics

@ValueSenseIndia

3 months

Shriram Pistons & Rings Q3FY24 strong results. -Sales up 20% YoY. -EBITDA up 39% YoY. EBITDA margins improve to 23.5% from 20.28% YoY. -PAT up 44% YoY. -Interim dividend of Rs. 5 per share. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Q3FY24 some good results so far. HBL Power Parag Milk Foods Shilchar technologies Avanti feeds Artemis Medicare Aurionpro Solutions Ideaforge Technologies Dharmaj Cropguard Fairchem Organics Torrent Pharmaceuticals Blue Star Kalyan Jeweller Amara Raja Ajanta Pharma Carysil…

ValueSense Analytics

@ValueSenseIndia

3 months

Q3FY24 some good results so far. Torrent Pharmaceuticals Blue Star Kalyan Jeweller Amara Raja Ajanta Pharma Carysil Ltd Kitex garments Shriram Pistons & Rings PCBL HDFC AMC Gallant Ispat Jindal Saw Newgen Software Som Distilleries Axtel Shri Digvijay Cement Sigachi…

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ValueSense Analytics

@ValueSenseIndia

7 months

Walchandnagar Industries raising Rs. 247 cr through issue of warrants at Rs 114. Proposed investors include likes of Ashish Kacholia & Tushar Bohra. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Q3FY24 some good results so far. PCBL HDFC AMC Gallant Ispat Jindal Saw Newgen Software Som Distilleries Axtel Shri Digvijay Cement Sigachi Industries RBL Bank SG Finserv KKCL Rossari Biotech Aarti Surfactants Shakti Pumps Shriram Pistons & Rings #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

9 months

Swiss Military Consumer Goods Ltd. 2023 Annual Report notes. 1. Headquartered in New Delhi, India and incorporated in January 1989, ‘Swiss Military Consumer Goods Limited’ (formerly ‘Network Limited’) had been taken over by the present promoters in…

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ValueSense Analytics

@ValueSenseIndia

6 months

Lux Industries: SEBI gives clean chit to Lux Industries’ Udit Todi in insider trading case. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

SMS Pharmaceuticals Ltd. Q2FY24 concall notes. Expecting 10% to 15% growth going forward. Margins down due to severe pricing pressure. 1. Current capacity utilization is within the range of 50% to 60%. By end of FY25, we anticipate making a progress towards crossing the capacity…

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ValueSense Analytics

@ValueSenseIndia

10 months

Shri Bajrang Alliance Ltd.: Company has formed Strategic Partnership as an Approved Supplier with Dominos and Hong's Kitchen of Jubilant Food Works for several food items. Significant development for such a small company. Co. also did good exports in Q4FY23. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

4 months

Sigachi Industries Q3FY24 good numbers. -Sales up 61% YoY. -EBITDA up 61% YoY. -PAT up 65% YoY. -Core Business Focus: Prioritize MCC manufacturing for diverse industries, optimizing resource utilization. #stockmarkets

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ValueSense Analytics

@ValueSenseIndia

3 months

SMS Pharma Q3FY24 strong results. -Sales up 8% YoY. -EBITDA up 62% YoY. -PAT up 205% YoY. -Preferential Issue to Promoters of Rs. 114.30 crore at Rs. 127 per share. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

8 months

RKEC Projects Ltd. 2023 Annual General Meeting notes. 1. Expect considerable growth in the next 2-3 years. 2. Benchmark is to always have an order book of 3 times of revenue. 3. Enhanced Working Capital limits. It was a big deterrent to growth in the past 2-3 years. 4. Bid placed…

ValueSense Analytics

@ValueSenseIndia

8 months

RKEC Projects Ltd. 2023 Annual Report Notes. 1. Revenue include Rs. 21 cr from Arbitration awards in FY23. 2. During the year under review, the Company was awarded 1 project worth Rs 266.68 crore. It is currently working on total 8 projects amounting to Rs. 1578 crore. The…

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ValueSense Analytics

@ValueSenseIndia

6 months

Few more good Q2FY24 results so far. Axtel Industries Bliss GVS HBL Power Neuland Lab Global Education Carysil Ltd. Riba Textiles Fairchem Organics Dhanuka Agritech Cineline India Dollar Industries #StockMarketindia

ValueSense Analytics

@ValueSenseIndia

6 months

Few good Q2FY24 results so far. Som Distilleries & Breweries Bank of Maharashtra Federal Bank PNGS GargiFashion Angel One Ceat Ltd. Zensar Tech Newgen Software Tata Metaliks Dr Agarwals eye hospital Mold Tek technology LT Foods Geekay wire Anup Engineering Amara Raja Balu Forge…

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ValueSense Analytics

@ValueSenseIndia

7 months

Auto LPG Station unit economics. Pay back period for an average station is less than 18 months. Source: Confidence Petroleum investor presentation. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

8 months

Mold Tek Technologies Ltd. 2023 Annual Report notes. 1. The Company has shown phenomenal performance with EBIDTA margins around 30% and PAT margins around 20%, thanks to the better performance of both Civil and Mechanical divisions and strong turnaround in Mechanical Engineering…

ValueSense Analytics

@ValueSenseIndia

10 months

Mold Tek Technology Q1FY24 good results. -Revenue' 3668.00 Lakhs (FY 22-23 Q1: '2889.62 Lakhs) up by 26.94% -PAT' 628.47 Lakhs (FY 22-23 Q1: '309.64 Lakhs) up by 102.97% -EBIDTA' 1005.62 Lakhs (FY 22-23 Q1: , 545.94 Lakhs) up by 84.20%. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Lincoln Pharma Q3FY24 good results. -Sales up 10% YoY. -EBITDA up 24% YoY. -PAT up 30% YoY. -Targeting revenue of Rs. 750 crore in FY26. -The company has completed the expansion of its Cephalosporin plant in Mehsana, Gujarat, and has commenced commercial production, with sales…

ValueSense Analytics

@ValueSenseIndia

6 months

Lincoln Pharma Q2FY24 good results. -Sales up 12.56% YoY. -PAT up 16% YoY. -Management guided for Rs. 750 cr sales in FY26. -Cephalosporin plant is expected to contribute Rs. 150 cr sales in next 3 years. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

4 months

Ashish Kacholia increases stake in BEW Engineering Ltd. through preferential allotment, 136987 shares at not less than Rs. 1460. Company will offer, issue and allot 356164 Equity Shares at a price not less than INR 1460.00 each (Face Value of INR 10.00…

ValueSense Analytics

@ValueSenseIndia

4 months

BEW Engineering Ltd. management meeting with Ashish Kacholia on 18.01.2024. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

2 months

Morning Notes: 11.03.2024 #StockMarket

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ValueSense Analytics

@ValueSenseIndia

10 months

Chemplast Sanmar Ltd. Annual Report 2023 notes. -Investing over Rs. 1000 Crores towards expanding our capacities in the Speciality Paste PVC & CMCD. -Rs. Rs. 744 Crores Estimated Project Capex for 2023-24. -AGM Date: 11.08.2023 at 3 pm. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

9 months

Orbit Exports Ltd. 2023 Annual Report notes. 1. The Company’s revenues surged 35% over the pre-pandemic level and achieved an outstanding 53% year-over-year growth in FY 22-23, higher than the growth of the Indian textile sector growth during the year under review. This progress…

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ValueSense Analytics

@ValueSenseIndia

7 months

Evans Electric Ltd. has received a material order of Rs.3.71 Crore from Steel Authority of India Limited, Bokaro Steel Plant for site rewinding of 2 x 5000KW DC armature weighing 100 tons to be executed in 12 months. #StockMarketindia

ValueSense Analytics

@ValueSenseIndia

10 months

Evans Electric Ltd. has received a material order of Rs.12.15 cr from Maharashtra State Power Generation Company for complete Re-insulation of Unit 1 stator & repair of stator core stampings at Ghatghar Hydro Power Station. Order to be completed in 4 months. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

4 months

Jindal Saw Ltd. Q3FY24 good results. -Sales up 10% YoY & 3% QoQ. -EBITDA up 100% YoY & 23% QoQ. -PAT up 258% YoY & 44% QoQ. -Company reported growth in volumes due to strong execution resulting in improved turnover and margins. -Higher exports, improved volumes and range bound…

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ValueSense Analytics

@ValueSenseIndia

4 months

Piccadily Agro Industries Limited: Rating upgrade by Infomerics to IVR BBB+/Stable. 1. The ratings also take into account strong growth in sales in IMFL which has been boosted through its brand “INDRI” which has been recognised as one of best whisky in…

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ValueSense Analytics

@ValueSenseIndia

9 months

Chamanlal Setia Exports Q1FY24 concall notes. Very good concall to understand the current scenario in Rice Industry. Really liked the candid statements by the next generation in the business. -Focus on Bottom Line. Top Line will take care of itself. -Focus on Branded & Rice…

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ValueSense Analytics

@ValueSenseIndia

9 months

Rushil Decor Ltd. Q1FY24 concall notes. 1. For FY24 the overall revenue increase will be around 10% only. 2. Target 55,000-60,000 CBM quarterly for domestic our export volume around 12,000-15,000 per quarter. 3. EBITDA in terms of percentage, if you say, then it is around 17%…

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ValueSense Analytics

@ValueSenseIndia

3 months

Lagnam Spintex Ltd, recently doubled its production capacity from 35 tons to 70 tons per day, during trial production sold approximately 3,700 metric tons of yarn worth Rs. 92 crores. Q2FY24 sales were Rs. 92.55 cr. Exports accounted for over 45% of total turnover from the new…

ValueSense Analytics

@ValueSenseIndia

3 months

Stock Synopsis Lagnam Spintex Ltd (Market Cap: Rs. 160 cr, CMP: Rs. 90) Disclaimer: It's not a Buy/Sell recommendation. Kindly like and repost for wider investor awareness. Get our latest recommendations here: #StockMarket

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ValueSense Analytics

@ValueSenseIndia

4 months

Newgen Software Q3FY24 good results. -Strong growth trajectory with revenue growth of 27% YoY & 10% QoQ driven by broad based growth especially in the traditional markets. -Profit after Tax witnessed a growth of 44% YoY & 43% QoQ with PAT margins at 17%. -11 new customer logo…

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ValueSense Analytics

@ValueSenseIndia

1 year

Shivalik Bimetal Controls Ltd. Q4FY23 good results. -Sales up 39% YoY. -EBITDA up 47% YoY. -PAT up 48% YoY. -Rs. 44 cr capex in FY23. -Positive Cash Flow from Operations od Rs. 66 cr in FY23. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

4 months

Netweb Technologies Q3FY24 decent results. -Sales up 41% YoY & 75% QoQ. -EBITDA up 10% YoY & 78% QoQ. -PAT up 20% YoY & 72% QoQ. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

10 months

Vaibhav Global Ltd. Annual Report 2023 notes. -During FY24, Co. expects Sales growth 8%-10% range. -Mid-term outlook remains intact, expect to deliver mid-teens Sales growth. Complete Notes: AR Link: AGM Date: 02.08.2023, 09:00 am.

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ValueSense Analytics

@ValueSenseIndia

8 months

India’s textiles and apparel sector is facing a double whammy. Companies have seen a steep drop in domestic sales — some claim a fall of up to 35%. To make matters worse, a dip in global demand has made exporters dump their unsold goods in the domestic market. While this…

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ValueSense Analytics

@ValueSenseIndia

6 months

Rushil Decor Q2FY24 future guidance. -By 2029, goal is to achieve a threefold increase in turnover to more than INR 2,500 crore. -Q3FY24, the costs of raw materials have stabilized alleviating some of the earlier cost pressures & preserving profit margins. -Recent mandatory…

ValueSense Analytics

@ValueSenseIndia

6 months

Rushil Decor Q2FY24 subdued results. -Sales up 6% QoQ. -EBITDA is flat. -PAT down 13% QoQ. -MDF and Laminates segment has experienced a decline in realizations. -Raw material costs witnessed an increase, ranging from 6% to 8% during the quarter. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

1 month

Globus Spirits Ltd.: the company commenced commercial production of additional capacity at two of its existing units located at District East Singhbhum, Jharkhand and at Panagarh, Dist: Burdwan, West Bengal. With this expansion the capacity of the units is increased from 140KLPD…

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ValueSense Analytics

@ValueSenseIndia

1 year

RKEC Projects Ltd. Annual Report FY22 notes. Company has very good order book. As per Order book bifurcation, Company is moving more into bridges and related infrastructure projects. #StockMarket Key highlights from the report.

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ValueSense Analytics

@ValueSenseIndia

7 months

Rushil Decor Ltd. enhanced the outlay of Decorative Laminates project upto Rs.90 Crore (Rs. 60 cr earlier) due to increase in proposed capacity of the project.

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ValueSense Analytics

@ValueSenseIndia

3 months

Morning Notes: 26.02.2024 #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

2 months

Diamines and Chemicals Limited: Wholly Owned Subsidiary of the Company has commenced its commercial production of Specialty Chemicals at Plot No. D-II-E-16, Dahej –II Industrial Estate. Tal.: Vagra, Dist: Bharuch. #stockmarketindia

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ValueSense Analytics

@ValueSenseIndia

5 months

Easy Trip Planners (EaseMyTrip) Q2FY24 concall notes. Company reported all time high profitability due to growing customers and change in strategy of zero convenience fees & reduction in marketing budget. 1. Strategic shift towards a stronger focus on profitability rather than…

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ValueSense Analytics

@ValueSenseIndia

1 year

Riba Textiles Q4FY23 good results. -Sales up 14% QoQ. -EBITDA up 125% QoQ & 62% YoY. Margins improved to 11% vs 6% YoY. -PAT up 200% YoY. -Good Cash flow from Operations in FY23 helped in reducing Debt by Rs. 5 cr and do capex of Rs. 8 cr. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

3 months

Sportking India Ltd Q3FY24 concall notes. Company provided good insights into the current scenario for textile industry. 1. Guidance: Revenue of anything between INR2400 crores to INR2500 crores for the full year at this capacity. So we are working at almost the full capacity. At…

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ValueSense Analytics

@ValueSenseIndia

3 months

Vishnu Chemicals Q3FY24 concall notes. 1. We are growing in terms of volumes on both barium carbonate and barium sulphate. Generally speaking, there has been about a 12% to 13% decrease in product realization. 2. Overall, our endeavor is to achieve more than 16% EBITDA margin. Q1…

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ValueSense Analytics

@ValueSenseIndia

3 months

Sadhav Shipping Ltd. - SME IPO review. -Issue Price: Rs. 95 -Issue Size: Rs. 38.18 cr. -Investors may apply for medium to long term gains. -SSL is engaged in operating marine assets and related services including logistics. -It posted steady growth in its bottom line & Good…

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ValueSense Analytics

@ValueSenseIndia

2 months

Morning Notes: 15.03.2024 #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

7 months

Astral Ltd. Q2FY24 very good results. -Sales growth 16% YoY. -EBIDTA growth of 50.7% YoY. -PAT growth of 82.9% YoY. -Plumbing volume growth of 27.8% for Q2 FY 2023-24. -EBITDA growth higher due to lower base effect as margins were below historical average in Q2FY23.…

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ValueSense Analytics

@ValueSenseIndia

3 months

NGL Fine Chem Ltd. Q3FY24 investor presentation key points. 1. Accelerating CAPEX plans, aiming to complete phase 1 by the end of Q2FY25. With an investment of ₹75 crores earmarked for this phase, of which ₹45 crores have already been invested, we are laying the groundwork for…

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ValueSense Analytics

@ValueSenseIndia

7 months

Ceinsys Tech Limited has secured work allocation order from State Water and Sanitation Mission (SWSM), Water Supply and Sanitation Department (WSSD), Government of Maharashtra amounting to Rs.248.39 Crores for Appointment of System Integrators (SI’s) for IoT Deployment including…

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ValueSense Analytics

@ValueSenseIndia

7 months

Ashish Kacholia increased stake in Faze Three Ltd. in Q2FY24 (September 2023).

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ValueSense Analytics

@ValueSenseIndia

7 months

Dr Agarwal's Eye Hospital Q2FY24 superb results. -Sales growth 20% YoY & 6% QoQ. -EBITDA growth 16% YoY. -PAT growth 44% YoY & 9% QoQ. -Good Cash Flows for H2FY24. -Capex of Rs. 25 cr in H2FY24. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

Abhishek Integrations Limited (AIL) have been alloted coal/coal products of ECL through eAuction. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

9 months

Ceinsys Tech Q1FY24 very good results. -Sales growth 31% YoY. -EBITDA & PBT growth 83% YoY. -PAT growth 60% YoY. Good growth in PAT. Company didn't make any Provision for Tax last year. In Q1 company has made 24% tax provision. There is seasonality in it's numbers as Q4 numbers…

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ValueSense Analytics

@ValueSenseIndia

3 months

Stock Synopsis Lagnam Spintex Ltd (Market Cap: Rs. 160 cr, CMP: Rs. 90) Disclaimer: It's not a Buy/Sell recommendation. Kindly like and repost for wider investor awareness. Get our latest recommendations here: #StockMarket

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ValueSense Analytics

@ValueSenseIndia

5 months

Aatmaj Healthcare Ltd. Q2FY24 concall notes. Company addressed investors concerns over high debtor days and decline in revenues in H1FY24. Company also guided for revenue growing more than three time in next 3 years with healthy margins. 1. We run six hospitals where we provide…

ValueSense Analytics

@ValueSenseIndia

6 months

Aatmaj Healthcare Ltd. (Rs. 100 cr market cap) added 200 beds to it's existing 130 bed capacity. -150 bed facility at Badnawar, MP. -50 bed facility at Jambusar, Gujarat Source: #StockMarketindia #SME #SMEIPO #microcap

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ValueSense Analytics

@ValueSenseIndia

3 months

Vishnu Prakash R Punglia Q3FY24 weak results. -Sales down 13% YoY. -EBITDA down 8% YoY. -PAT down 23% YoY. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

21 days

A Rare Interview with Phil Fisher Following the 1987 Crash, by @InvestmentTalkk #StockMarket

A Rare Interview with Phil Fisher Following the 1987 Crash

Fisher Discusses Market Crashes, Avoiding Popular Stocks, Management, Circles of Competence, Waiting for Big Payoffs, Retirement, & More

www.investmenttalk.co

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ValueSense Analytics

@ValueSenseIndia

3 months

Fine Organic Industries Q3FY24 poor results. Pain continues for chemical companies in Q3 as pressure on sale & margins persists. -Sales down 35% YoY & 10% QoQ. -EBITDA down 22% YoY & 8% QoQ. -PAT down 11% YoY & 9% QoQ. -Fire incident at plant adjacent to company's small plant in…

ValueSense Analytics

@ValueSenseIndia

6 months

Stock Synopsis Fine Organic Industries Ltd. (Market Cap:Rs. 13300 cr) Disclaimer: We write a one page brief summary in our "Stock Synopsis" report on a company we have studied. It's not a Buy/Sell recommendation. #StockMarketindia #StockMarket

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ValueSense Analytics

@ValueSenseIndia

3 months

Godawari Power & Ispat Ltd. Q3FY24 good results. -Sales down 11% YoY. -EBITDA up 80% YoY. -PAT up 79% YoY. -Iron Ore prices (NMDC – Fines 64Fe) have seen a significant increase to Rs.5,110/t currently from Rs.3,660/t in Jan’23. Prices have recovered well from the lows seen post…

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ValueSense Analytics

@ValueSenseIndia

7 months

Best Agrolife Ltd's subsidiary receives patent for "Synergistic Granular Herbicidal Composition for Paddy" for 20 years. #StockMarket

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ValueSense Analytics

@ValueSenseIndia

3 months

Shri Jagdamba Polymers Q3FY24 good results, good recovery in margins. -Sales up 9% YoY. -EBITDA up 71% YoY. -PAT up 105% YoY. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

6 months

Axtel Industries Q2FY24 superb results. -Sales up 65% YoY & 45% QoQ. -EBITDA up 159% YoY & 136% QoQ. -PAT up 155% YoY & 124% QoQ. -Capex of Rs. 5.8 cr in H1FY24. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

7 months

We have released new stock report for our subscribers for long-medium term investment. Focus is on growth oriented industry leader trading at reasonable valuations and investment horizon is 2-3 years. Some key points: - Rs 2600 crore market cap stock and industry leader in…

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ValueSense Analytics

@ValueSenseIndia

3 months

Faze Three Ltd. Q3FY24 flat results. -Sales up 4% YoY & QoQ. -EBITDA flat YoY & up 4% QoQ. - PAT down 13% YoY. -PAT down mainly on account of higher depreciation and gross finance costs. #StockMarketindia #StockMarket

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ValueSense Analytics

@ValueSenseIndia

10 months

Neuland Laboratories Ltd. 2023 AGM notes. -Budgeted Rs. 100 cr capex in FY24. -RM prices are expected to be stable in FY24. -2 new molecules expected to become commercial in FY24. They are from US based Bio Pharma companies. #StockMarketindia

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ValueSense Analytics

@ValueSenseIndia

10 months

CSB Bank good results for Q1FY24. -Despite increased costs on account of higher investments made on people, distribution, systems etc, operating profit recorded a growth of 17% supported by growth in NII and other income. -NII registered a robust growth of 17% #StockMarketindia

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