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IPCA Labs में दमदार एक्शन
क्यों IPCA Labs ने लगाई तेज दौड़?
नतीजों के बाद गाइडेंस में क्या रहा खास?
#IPCALabs #PharmaStocks #PharmaSector #Q1Results #StockMarket #ShareMarket @AnubhutiMishraa
IPCA Labs में दमदार एक्शन
क्यों IPCA Labs ने लगाई तेज दौड़?
नतीजों के बाद गाइडेंस में क्या रहा खास?
जानिए पूरी डिटेल्स @AnubhutiMishraa से
#IPCALabs #PharmaStocks #PharmaSector #Q1Results #StockMarket #ShareMarket
Inv PPT and press release:
IPCA Labs
Susan Electricals
Kingfa Science and Technology
IPCA Labs
#IPCA
#IPCALabs
Concall pointers:
Increases both revenue and EBITDA margins guidance for FY27 after a very strong Q1FY27
Raises revenue guidance from 12-13% to 14-16% and might have more upside from this guidance as well
OPM guidance raised from 22% to 23%+
In next 3 years, OPM can move to 26%+ with standalone OPM has potential to reach 30%
15-17% growth guidance for US business for next 2 years
Domestic growth to be at 12-13%
Susan Electricals
#Susan
#SusanElectricals
Extremely strong Q1FY27 with highest ever revenue, EBITDA, PBT and PAT in comps history
Record set
Q1 is the leanest quarter
Rev at 95cr vs 25cr⏫279%
EBITDA at 11.3cr⏫980%
OPM at 11.9% vs 4%
PAT at 6.4cr vs -0.41cr
Unexecuted orderbook at 142cr
To be executed in next 3 months
Pipeline at 150cr providing strong visibility for near term growth
Capex of 4500 kmpa will increase capacity from 7500 kmpa to 12000 kmpa ⏫60% increase
Feb 2027 commisioning
High margin product mix+
Operating leverage
Kingfa Science and Technology
#Kingfa
#KingfaScience
Highest ever revenue, EBITDA, PBT and PAT in comps history
Record quarter with record margins
Rev at 689cr vs 462cr
EBITDA at 111cr vs 58cr⏫93%
OPM at 16% vs 13%
PBT at 108cr vs 54cr⏫100%
PAT at 80cr vs 40cr ⏫100%
20rs final dividend
Domestic sales 92%
Exports 8%
IPCA Labs
#IPCALabs
Press release:
Rev at 2813cr⏫20%
Formulations⏫13% at 1082cr
EBITDA at 638cr⏫50%
OPM before forex gains and other income at 22.88% vs 18.39%
PAT at 423cr⏫80%
Domestic and exports both grew at high double digits
APIs ⏫38% at 424cr
Good to excellent results so far :
IPCA Labs (#IPCA #IPCALabs)
Clean beat across the board — solid QoQ + YoY growth with nice margin expansion.
Rev 2788 cr (vs 2308), PBT 572 cr (vs 330), PAT 402 cr (vs 233). Looking healthy.
Kernex MicroSystems (#Kernex #KernexMicro)
Absolute blockbuster quarter. Numbers jumped hard.
Rev 503 cr (vs 56), EBITDA 163 cr (+1192% YoY, +55% QoQ), OPM 32%, PAT 110 cr (vs 7). Wild print.
Amagi Media Labs (#Amagi)
Decent showing.
Rev 437 cr (vs 330), PBT 40 cr (vs 6.5), PAT 34 cr (vs 4).
TVS Srichakra (#TVSSrichakra)
One of the better tyre names this season.
Rev up ~30% to 1068 cr, PBT 45 cr (vs 20), PAT 34 cr (vs 13).
Minda Corp (#MindaCorp)
Good YoY progress (small QoQ dip).
Rev 1846 cr, PBT 113 cr, PAT 206 cr.
#ResultsOnZee | IPCA Labs
कंसो मुनाफा ₹233 Cr से बढ़कर ₹402 Cr (YoY)
कंसो आय ₹2309 Cr से बढ़कर ₹2788 Cr (YoY)
कामकाजी मुनाफा ₹416 Cr से बढ़कर ₹668.8 Cr
मार्जिन 18% से बढ़कर 23.99%
#IPCALabs #IPCAResults #IPCAQ1Results #IPCAStock #IPCASHare
#IpcaLabs shares rise up to 8% after Q1 results — Net profit rises 72.5%, EBITDA up 60.8%
@ShlokaBadkar
https://t.co/YhIIFWLTgL
#IpcaLabs shares rise up to 8% after Q1 results — Net profit rises 72.5%, EBITDA up 60.8%
@ShlokaBadkar
https://t.co/fbAwrnQ2NR
Good #Q1FY27-13/08/26 till 2pm
IPCA Labs
#IPCA
#IPCALabs
Good QoQ and YoY uptick across all parameters
Good Q1FY27with significant margin expansion QoQ and YoY
Rev at 2788cr vs 2308cr, Q4 at 2388cr
PBT at 572cr vs 330cr, Q4 at 380cr
PAT at 402cr vs 233cr, Q4 is 299cr
Kernex MicroSystems
#Kernex
#KernexMicro
Blockbuster Q1FY27 with big QoQ and YoY uptick across all parameters
Rev at 503cr vs 56cr, Q4 at 255cr
EBITDA at 163cr⏫1192% YoY ⏫ 55% QoQ
OPM at 32% vs 22%
PBT at 148cr vs 9.5cr, Q4 at 92cr
PAT at 110cr vs 7cr, Q4 at 68cr
Amagi Media Labs
#Amagi
Good Q1FY27
Rev at 437cr vs 330cr, Q4 at 397cr
Other income at 18cr vs 24cr QoQ
PBT at 40cr vs 6.5cr, Q4 at 34cr
PAT at 34cr vs 4cr, Q4 at 30cr
TVS Srichakra
#TVSSrichakra
One outlier among the tyres comps
Good Q1FY27
Rev⏫30 % at 1068cr vs 819cr, Q4 at 981cr
Other income at 14cr vs 9cr QoQ
PBT at 45cr vs 20cr, Q4 at 48cr
PAT at 34cr vs 13cr, Q4 at 36cr
Minda Corp
#MindaCorp
Good YoY, small degrowth QoQ
Rev at 1846cr vs 13859cr, Q4 at 1703cr
PBT at 113cr vs 71cr, Q4 at 121cr
PAT at 206cr vs 65cr, Q4 at 124cr
Precot
#Precot
Solid Q1FY27 with good QoQ and YoY uptick across EBITDA , PBT and PAT
Rev at 236cr vs 197cr, Q4 at 250cr
PBT at 35cr vs 15cr, Q4 at 18cr
PAT at 27cr vs 11cr, Q4 at 12cr
Ingersoll Rand
#Ingersoll
Rev at 379cr vs 315cr, Q4 at 300cr
PBT at 95cr vs 80cr, Q4 at 73cr
Dhunseri Investment
#DhunseriInv
Fair value changes at 116cr vs 86cr, Q4 at -56cr
PBT at 127cr vs 75cr, Q4 at -83cr
Investment and Precision Castings
#InvPrec
Rev at 53cr vs 44cr, Q4 at 51cr
PBT at 7cr vs 3cr, Q4 at 5.5cr
PAT at 5cr vs 2.1cr, Q4 at 3.8cr
Ucal Ltd
#Ucal
Turnaround
Rev at 203cr vs 195c4, Q4 at 233cr
PBT at 7.9cr vs -4.8cr, Q4 at 4cr
PAT at 5.8cr vs loss in last 2 qtrs
Finkurve Financial Services
#Finkurve
Rev at 76cr vs 40cr, Q4 at 69cr
PBT at 11.2cr vs 6.8cr, Q4 at 10.4cr
PAT at 8.4cr vs 5cr, Q4 at 8.4cr
Zodiac Energy
#ZodiacEnergy
Good YoY, down QoQ
Rev at 142cr vs 98cr, Q4 at 211cr
PBT at 9.8cr vs 3.6cr, Q4 at 14.9cr
PAT at 7cr vs 2.6cr, Q4 at 10.6cr
Sangal Paper
#Sangal
Rev at 56cr vs 48cr, Q4 at 37cr
PBT at 3.7cr vs 1cr, Q4 at 1.3cr
PAT at 2.6cr vs 0.8cr, Q4 at 0.9cr
Rajapalayam Mills
#Rajapalyam
Turnaround
Rev at 261cr vs 198cr, Q4 at 269cr
PBT at 2.8cr vs loss in last 2 qtrs
#ShardaIspat
Rev at 71cr vs 28cr, Q4 at 67cr
PBT at 2.2cr vs 0.4cr, Q4 at 5.9cr
#PBMPoly
Rev down at 39cr vs 46cr
PBT at 3.3cr vs loss in last 2 qtrs
Decent/Avg:
#SheetalCool
#SCPL
PBT and PAT down QoQ
PBT at 9.3ce vs 7.1cr, Q4 at 11cr
#Juniper
Rev ⏫ 13%, EBITDA ⏫ 8%
Lower fin costs and lower depreciation leads to PBT at 45cr vs 35cr
#XChanging
Rev at 64cr vs 50cr, Q4 at 51cr
PBT at 20.4cr vs 18.8cr, Q4 at 21cr
#Lincoln
Rev and EBITDA ⏫15%
#Veranda
Rev at 149cr vs 106cr, Q4 at 132cr
EBITDA ⏫ 11.5%
Lower fin costs and stable depreciation lead to PBT at 30cr vs 4cr, Q4 at 28cr
#GodrejInd
EBITDA ⏫ 52%, PBT and PAT lower due to lower other income
#1QWithCNBCTV18 | #IpcaLabs reports its Q1 results:
▶️Net Profit Up 72.5% At ₹402 Cr Vs ₹233 Cr (YoY)
▶️Revenue Up 20.8% At ₹2,788 Cr Vs ₹2,309 Cr (YoY)
▶️EBITDA Up 60.8% At ₹669.5 Cr Vs ₹416.4 Cr (YoY)
▶️Margin At 24% Vs 18% (YoY)
📈Breakout And Breakout Soon 𝐒𝐭𝐨𝐜𝐤𝐬 𝐨𝐟 𝐓𝐡𝐞 𝐃𝐚𝐲!📷
1.#GRAVITA
2.#NAUKRI
3.#IPCALABS(W)
4.#CHOLAHOLDINGS
#StocksToWatch #BreakoutStocks #StocksToBuy
Intraday Large Deals
#Block #blockdeal #intraday #bigblock #LargeDeal
#JioFinancial #MuthootFinance #SyngeneIntl #OberoiRealty #YesBank #YesBank #PCJeweller #GodrejConsumer #YesBank #IpcaLabs #JioFinancial #ParasDefence #TVSMotor #MarutiSuzuki #BhartiAirtel #AxisBank #KotakNifty100 #Cupid
✨ IPCA Labs looks good for long term 🚀
#IPCALabs #StockMarket #Investing #Nifty #Pharma #SunPharma #DivisLabs
🔥Top 6 Looking strong Stocks for tomorrow 🧵
- 20-30% Upside Potential in Swing Basis for 1/2 Week.
Save it for Later 🔖
1. #Avadhsugar - Momentum start ( above -471)
2. #Prajind
Breakout & retest pattern stock
3.#Shankara
Momentum start above - 111
4. #Ipcalabs
Uptrend
🔥Top 6 Looking strong Stocks for tomorrow 🧵
- 20-30% Upside Potential in Swing Basis for 1/2 Week.
Save it for Later 🔖
1. #Avadhsugar - Momentum start ( above -471)
2. #Prajind
Breakout & retest pattern stock
3.#Shankara
Momentum start above - 111
4. #Ipcalabs
Uptrend
#IPCALABS
Cmp- 1529
Most Powerful growth and rerating trigger from their latest Q3FY26 Concall 👇
U.S. Portfolio Rebuild and Unichem Margin Normalisation
This is the real game changer.
Ipca’s Own U.S. Launch Ramp Has Just Begun
35 registrations
Only 5 commercialized
5-7 more launching over next 12-15 months
5-6 filings every year
Key insight:
The U.S. rebuild is still in early innings. Even more important:
- Current 5 molecules already 25%+ market share
- Backward integrated with better margins
- $10-11m revenue in 9M from just 5 products
This can scale meaningfully over next 2-3 years.
Unichem Margin Recovery Is a Huge Operating Leverage Story
Current:
8% EBITDA margin
Target:
15% in 2-3 years
Eventually 20%
Mechanism:
- Underutilised plants
- Ipca molecules flowing through Unichem
- Europe filings converting
- U.S. business regaining share
If Unichem goes from 8% to 15% EBITDA, consolidated margin expands sharply. That is rerating territory.
Mix Upgrade Is Structural (Not Temporary). Management clearly said: “It is pure product mix.”
Domestic shifting:
- Away from antimalarials
- Toward CNS, cardiometabolic
- Chronic faster than acute
And they gave a margin algorithm:
10-12% revenue growth is equal to 150 bps EBITDA expansion per year.
That’s powerful !!
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