Gerard Quadras

Yoo

[CNBC-TV18 @CNBCTV18Live]

#FundFlow | #FIIs net buy ₹2,684.78 crore while #DIIs net sell ₹331 crore in equities today (provisional)

[Gerard Quadras @JerryVeryHard]

#amul #cheating #JUSTICE

[Gerard Quadras @JerryVeryHard]

Found no dry fruits in my Amul Afghan Dry Fruits packet
It's really a shame, that AMUL is cheating us with the name DRY FRUITS and finding NO DRY FRUITS in it
I would request that such a REPUTATED Brand to not do such things
I am attaching more pictures...

[Gerard Quadras @JerryVeryHard]

I am attaching more pictures for your reference

[Gerard Quadras @JerryVeryHard]

INDIAN GOVERNMENT ASKS POWER FIRMS TO PLACE $33 BLN OF EQUIPMENT ORDERS THIS YEAR TO BUILD COAL POWER PLANTS, SAY SOURCES (EXCLUSIVE) : REUTERS

#KIRLOSKAR_PNEUMATIC #BHEL #Focus

[Gerard Quadras @JerryVeryHard]

Hind Rectifiers reports #Q4 earnings👇

➡️Net profit at ₹5 cr vs loss of ₹2.4 cr (YoY)
➡️Revenue up 36% at ₹151.3 cr vs ₹111.6 cr (YoY)
➡️EBITDA up 20% at ₹13.3 cr vs ₹11.1 cr (YoY)
➡️Margin at 8.8% vs 10% (YoY)

#stock #GodMorningTuesday #FOOT2RUE #TaçadePortugal

[Gerard Quadras @JerryVeryHard]

MSTC: CO SAYS IN FY '25, THEY AIM TO CONSOLIDATE OTHEIR STRENGTHS AND EXPAND INTO NEW SECTORS WITH COMPREHENSIVE OFFERINGS, ENHANCING DOMAIN EXPERTISE AND TECHNOLOGY TO YIELD TANGIBLE BENEFITS BY Q3 AND Q4 OF FY '25 - CONCALL UPDATES

[Gerard Quadras @JerryVeryHard]

PG ELECTROPLAST GUIDANCE

45% Revenue growth guidance for FY25 to 4000 Cr

Net Profit guidance - 200 Cr

Expects a slight upward bias in EBITDA margins

Capex for FY2024 will be in the range of 350-370 crores

#ThinkDeeply
#GalaxyZFlip5
#KRC20
#SRHvRR
#CasoNene

[Gerard Quadras @JerryVeryHard]

Ganesha Ecosphere #Q4FY24
Margin improved due to low raw material cost 👍

Revenue at 305 Cr vs 301 Cr YoY

PBT at 30 Cr vs 21 Cr YoY

Net Profit at 21.5 Cr vs 12.7 Cr 🔥

FY24 OCF: 43 Cr vs 20 Cr 🔥

Investment: 27 Cr vs 48 Cr
Cash: 153 Cr vs 5 Cr
#stock
#stockstobuy
#Atalanta

[Gerard Quadras @JerryVeryHard]

MAHARASHTRA SEAMLESS: Q4 CONS NET PROFIT 2.18B RUPEES VS 3.7B (YOY)

MAHARASHTRA SEAMLESS: Q4 REVENUE 12.15B RUPEES VS 16.33B (YOY)

MAHARASHTRA SEAMLESS: Q4 EBITDA 2.75B RUPEES VS 3.21B (YOY) || Q4 EBITDA MARGIN 22.64% VS 19.68% (YOY)

CO HAS RECOMMENDED A DIVIDEND OF RS 10

[Gerard Quadras @JerryVeryHard]

NGL FINE CHEM: Q4 CONS NET PROFIT 123.2M RUPEES VS 93.2M (YOY)

NGL FINE CHEM: Q4 REVENUE 997.6M RUPEES VS 738.9M (YOY)

NGL FINE CHEM: Q4 EBITDA 158.2M RUPEES VS 129.7M (YOY) || Q4 EBITDA MARGIN 15.86% VS 17.56% (YOY)

NGL FINE CHEM: CO RECOMMENDS FINAL DIVIDEND OF 1.75 RUPEES

[Gerard Quadras @JerryVeryHard]

BLOCKBUSTER Q4FY24 RESULT HAS BEEN REPORTED BY KIRLOSKAR BROTHERS 🔥🔥
Q4FY24 Net Profit Of 153 CR
VS
Q3FY24 Net Profit Of 82 CR
VS
Q4FY23 Net Profit Of 101 CR
Net profit 87% QOQ & 51% YOY
Available at a forward PE of 20
Highest ever revenue, EBITDA, net profit and margins

[Gerard Quadras @JerryVeryHard]

Axis Small cap fund bought 26 Lakh shares in Anant Raj
Data centres seems to be the next flying sector due to high demand just like the Transformer Sector

[Gerard Quadras @JerryVeryHard]

MS on Shriram Fin
Overweight Call, Target Rs 3,050
HFC Subsidiary's Valuation Has Come Below Estimate As Well As What Media Indicated
Transaction Has No Material Impact On Or Valuation
HFC Subsidiary Is Just 4% Of Our SOTP Valuation For SHMF

#StocksToBuy
#StockMarket
#MUNARS

[Gerard Quadras @JerryVeryHard]

MS on Varun Beverages
Overweight Call, Target Rs 1,701
Q1 Earnings Were 13% Ahead Of Estimate & 11% Above Consensus With Better Margins
Mgmt Optimistic On Near-Term Demand Trends In India
Mgmt Optimistic Growth Drivers In International Markets

#ShriramFinance
#stocks
#MUNARS

[Gerard Quadras @JerryVeryHard]

Jefferies on DLF
Buy, TP Rs 895
With inventory exhausted & new launch slipping to 1Q, 4Q relatively subdued; though Rs7.3bn land-sale propped up P&L to a multi-yr high
Project pipeline for FY25 is further scaled-up & at Rs360bn (4x YoY) implies a strong year ahead

[Gerard Quadras @JerryVeryHard]

MS on DLF
Equal-weight Call, Target Rs 900
Q4 Pre-Sales Lower Than Expected; FY25 Outlook Strong
FY24 pre-sales were 14% higher than guidance & 7% lower than Est
FY24 Revenue Increased 13% YoY, While EBITDA & Net Profit Were Up 23% YoY

#DLF
#StocksToBuy
#MothersDay
#stocks

[Gerard Quadras @JerryVeryHard]

CITI on Zomato
Buy, TP Raised to Rs 235
Delivered largely in-line 4Q
It also exited 4Q with Adj-EBITDA breakeven (b/e) in QC Mgmt. is sharply accelerating dark-store footprint in QC & expects to maintain Adj-EBITDA b/e in QC through FY25

#Zomato
#citi
#MothersDay
#MUNARS

[Gerard Quadras @JerryVeryHard]

CLSA on Zomato
Buy Call, Target Raised To Rs 248
Strong Guidance For Blinkit; ESOP Impacts Profit In Q4
Food Delivery Steady
ESOP Costs Impact Q4 & Are Expected To Be Higher Going Ahead
Clear Focus On Quick Commerce Growth

#StocksToBuy
#StockMarket
#StocksToWatch

[Gerard Quadras @JerryVeryHard]

Nomura on Zomato
Buy Call, Target Rs 225
Food Delivery Business Continues Steady Growth Path
Quick Commerce To Prioritise Growth While Ensuring Neutral EBITDA In The Near Term

[Gerard Quadras @JerryVeryHard]

New ESOP Pool To Incentivise Employees, Approx 2% Dilution
Expect Q-Commerce To Clock 65-99% YoY Growth In GOV In FY25-26
Expect Q-commerce CM of 4.6% & Adj EBITDA Margin Of 1.9%

[Gerard Quadras @JerryVeryHard]

Growth As Store Count Is Set To Double Next Year
Return Expectation Should Be More Modest At Least In Next Few Months

#StockMarket
#StocksToBuy
#Zomato
#blockout2024
#LeeKnowXGucci
#MothersDay
#MUNARS