Sonal Bhutra

CA|| Assistant Editor & Anchor at CNBC TV18|| Tracks Oil&Gas,Real Estate,Chemicals|| Climate Show||Mutual Funds|| E4M 40 Under 40|| Ex-EY and MOFSL

[Sonal Bhutra @sonalbhutra]

All about the new series Cut the B/S where @blitzkreigm and I break down the balance sheet, cash flow statements and P&L. Its more than what meets the eye in investing.

E/P 1: P&L vs balance Sheet vs Cash flows

https://t.co/XymadIvjWa

[CNBC-TV18 @CNBCTV18News]

#1QWithCNBCTV18 | Mold-Tek Packaging In Green After A Good Q1FY27

Lakshmana Rao Janumahanti, CMD @MoldtekPack tells @CNBCTV18News

- Volume guidance is muted owing to geopolitical risk 
- Pharma revenue will grow by 50% in FY27 
- EBITDA will grow by 30% in FY27 

WATCH: https://t.co/58IEl1LORI

@sonalbhutra @Vivekiyer72 #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

#1QWithCNBCTV18 | Knowledge Realty Trust Trades Flat Despite A Good Q1FY27

CEO, Shirish Godbole tells @CNBCTV18News

- Always open to acquisitions, if the opportunity is right
- Looking at growth via higher rent & increasing occupancy
- Will have some inorganic addition in FY27

WATCH: https://t.co/SHMkA313cq

@sonalbhutra @Vivekiyer72 #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

#1QWithCNBCTV18 | Weak Q1FY27 For Navneet Education

MD, Gnanesh Gala To @CNBCTV18News

- Publication biz will grow 10-12% in FY27
- Publication biz margin will remain at same level, expect some pressure in stationary biz

WATCH: https://t.co/1nCHptt8He

#CNBCTV18Market @ekta_batra & @vinnii_motiwala @sonalbhutra

[Sonal Bhutra @sonalbhutra]

https://t.co/uXHtOqCm5q

[CNBC-TV18 @CNBCTV18News]

"Keep Getting Badgered On Our Size & Scale... But We're Doing What No One Else Is."

@IndiGo6E MD Rahul Bhatia responds to critics over IndiGo's overwhelming market share, tells @ShereenBhan:

* We're Connecting India's Hinterland Like No One Else
* Other Airlines Can Fly On Those Routes But They Choose Not To

[Sonal Bhutra @sonalbhutra]

Bullish commentary from Mold tek packaging. Strong premiumisation to lead to better margins

[CNBC-TV18 @CNBCTV18News]

#MoldTekPackaging expects 20% earnings growth as pharma, food businesses lift margins

@sonalbhutra | @VivekIyer72

https://t.co/J2wbQiAMlb

[CNBC-TV18 @CNBCTV18News]

#KFinTechnologies expects 40% margin by FY27-end despite Ascent integration

@vinnii_motiwala | @sonalbhutra | @ekta_batra

https://t.co/XdRZZ5NhsA

[CNBC-TV18 @CNBCTV18News]

#NavneetEducation expects publication business to grow 10–12% in FY27

@ekta_batra | @sonalbhutra | @vinnii_motiwala

https://t.co/s217RvUTpG

[CNBC-TV18 @CNBCTV18News]

V-Mart Retail maintains FY27 growth guidance despite weak monsoon concerns

@vinnii_motiwala | @sonalbhutra | @ekta_batra

https://t.co/e3RmZ3DTaZ

[Sonal Bhutra @sonalbhutra]

SH Kelkar

Up 15% on the back of good numbers

[Sonal Bhutra @sonalbhutra]

Adani Ports reported EBITDA of ₹6,540 crore during the June quarter, 19% higher than the ₹5,495 crore figure it reported in the year-ago period. EBITDA margin expanded by 20 basis points.

The company maintained its full-year guidance

Adani Ports' international operations saw revenue increasing by 80% year-on-year during the quarter to ₹1,747 crore, while EBITDA for this division more than tripled in value to ₹730 crore led by strong performance in Australia and Colombo.

https://t.co/sizKsu6SDq

[Sonal Bhutra @sonalbhutra]

Humble, emotional, overwhelmed, angry, informed, hardworking, curious, frustrated yet polite.

Irfan has so many emotions in this 21 min video.

He educated himself in a way that worked for him and is asking for a better life which he is working hard.

Incredible story and this is what India needs to provide. - Opportunities for everyone. Whoever is the government.

[Pratik S Patil @Liberal_India1]

21 मिनिटांचा हा व्हिडिओ वेळ काढून नक्की बघा.

इरफान फक्त अंगणवाडीपर्यंत शिकला. त्यानंतरचं त्याचं विद्यापीठ म्हणजे Google, YouTube आणि स्वतःची जिज्ञासा.

त्याच्या बोलण्यातला अभ्यास, समाज-राजकारणाची समज, भाषेवरची पकड आणि कष्टकरी माणसांविषयीची संवेदनशीलता पाहिली की एक गोष्ट स्पष्ट होते—प्रतिभेला महागड्या पदवीची गरज नसते; संधीची गरज असते.

आणि लल्लनटॉपचा पत्रकार रजत पांडे… त्याने घेतलेली ही मुलाखत म्हणजे केवळ प्रश्नोत्तर नाही, तर एका दुर्लक्षित भारताला आवाज देण्याचा प्रयत्न आहे.

देशाच्या झोपडपट्ट्यांमध्ये, छोट्या गावांत आणि दुर्लक्षित वस्त्यांमध्ये असे कितीतरी इरफान आजही आहेत. प्रश्न त्यांच्या क्षमतेचा नाही, तर त्यांना व्यासपीठ मिळतं का याचा आहे.

[Zucker Doctor @DoctorLFC]

Boomers are calling it a masterstroke by the government.

Gen Z are calling it the greatest protest victory ever.

Gen X and Millennials who have seen everything that happened with the Jan Lokpal movement know exactly how these scripts unfortunately always play out.

[Anupam Gupta @b50]

You know what a resignation would mean, right?
1. It sets a precedent. If you fuck with the public, you will pay the price.
2. Politicians do not understand decency, morality, etc. Now they will.
3. It means large scale protests work.
4. It means nautanki, drama, reels do not work. Only work works. Honesty works.
5. It means you are answerable and accountable.

No wonder no politician in his right mind would agree to that one demand. It would shake the entire concept of politics in India.

[Zucker Doctor @DoctorLFC]

Millennials are now sandwiched between a generation that believes everything they read on WhatsApp and a generation that believes everything they see on Instagram.

[Nimesh Shah @nimeshscnbc]

Nomura on Oberoi
Buy, TP Rs 2090
Raise FY27F/28F pre-sales estimates by 14%/17%
Maintain buy as
1) Expect its pre-sales to clock a ~40% CAGR over FY26-28F,
2) co’s robust cash generation and strong balance sheet should continue to permit strong business development
3) Expect annuity and hotel income to record a 15- 20% CAGR during FY26-29F on Sky City Mall ramp-up and two new hotels coming online
starting FY27F
Stock currently trades at a 46% premium to NAV
An adverse ruling from DTCP, Haryana with respect to Gurgaon project (360 North) remains a key downside risk

Jefferies on Oberoi
Hold, TP Rs 1970
Past 3 years of project accumulation are starting to see new launches, led by the strong response to the Gurgaon project driving a near doubling of our FY27E pre-sales est to Rs130bn+. Jun'qtr, meanwhile, saw large project investments partly ahead of launches, though balance sheet is strong at <0.1x gearing.
A faster turn in the newly acquired Mumbai redevelopment projects could trigger sustained re-rating.

HSBC on Oberoi
Buy, TP Rs 2310
1Q was light on pre-sales but big bang launch of Gurugram in 2Q makes up for any apprehension
Expect an acceleration in new launches and momentum for high-quality residential products to continue
@CNBCTV18Live @sonalbhutra

[CNBC-TV18 @CNBCTV18News]

📈 Most investors know SIPs — but do you know when STPs and SWPs could be the smarter choice?

💡 Understanding the difference between SIP, STP and SWP can help you manage risk, plan your investments better, and make more informed financial decisions.

@sonalbhutra explains.

#MutualFunds #SIP #STP #SWP #PersonalFinance #Investing #cnbctv18digital

[CNBC-TV18 @CNBCTV18News]

The Climate Clock | The Business of Recycling: India's Next Big Industry? ♻️

Gold, copper, lithium and more - valuable resources are ending up in landfills. Here's why recycling could be one of India's biggest economic opportunities. @sonalbhutra discusses with Masood Mallick of Resustainability on the Climate Clock Podcast 🎙️

Watch here:
https://t.co/3k59DGy8fj

#ClimateClock #Recycling #CircularEconomy #Sustainability #ClimateChange #Lithium #Gold #Copper #GreenEconomy #cnbctv18digital

[Latha Venkatesh @latha_venkatesh]

Another important stat: the total number of PSU bank employees is less than the total number of private bank employees today, though the former account for over 60% of the banking sector's business.

[Sonal Bhutra @sonalbhutra]

More than 3lkcr quarterly revenue

O2C EBITDA at a 4 year high

Brokerages bullish