Top Tweets for #JKCEM

5 months ago

Good #Q3FY26-17/1/2 till 6pm JK Cement #JKCement #JKCem Decent Q3FY26 with industry leading volume growth of 22% Grey cement volume growth of 22% White cement n wall putty volume growth of 12% Lower EBITDA/ton at 928Rs vs 1022Rs 2 capex commisioned 1 mnTPA cement grinding capacity at Panna 1 mnTPA cement grinding capacity at Hamirpur Rev at 3463cr vs 2930cr⏫18%, Q3 at 3019cr EBITDA at 558cr vs 492cr⏫13% YoY,⏫25% QoQ PBT at 326cr vs 278cr, Q2 at 243cr 48cr one off expenses due to new codes which leads to small dip in PAT Else nos are good and steady Good volume uptick QoQ and YoY RBL Bank #RBLBank Good improvement in asset quality and good uptick in RoA Rev at 4718cr vs 4610cr, Q2 at 3696cr Lower provisions at 639cr vs 1189cr, Q2 at 500cr PBT at 289cr vs -177cr, Q2 at 245cr PAT at 228cr vs 47cr, Q2 at 192cr RoA at 0.55% vs 0.09%, Q2 at 0.48% GNPA at 1.88% vs 2.92%, Q2 at 2.32% NNPA at 0.55% vs 0.53% 32cr one off impact on PAT NIMs improve QoQ as per guidance At 4.63% vs 4.51% QoQ Jayaswal Neco Industries #JayaswalNeco Highest ever quarterly production at 177875 MT vs 172182 MT QoQ down, YoY healthy Rev at 1727cr vs 1656cr, Q1 at 1781cr EBITDA at 310cr vs 267cr, Q2 at 331cr PBT at 109cr vs 52cr, Q2 at 142cr 9M EBITDA at 960cr vs 608cr 9M PBT at 377cr vs -33cr Netweb Technologies #Netweb Blockbuster Q3FY26 Surprises every quarter with excellent execution Top notch Rev at 805cr vs 333cr, Q2 at 304cr PBT at 98cr vs 40cr, Q2 at 42cr PAT at 73cr vs 30cr, Q2 at 33cr Solid QoQ and YoY uptick across all parameters Highest ever revenue, EBITDA, PBT and PAT in comps history Mangalam Worldwide #MWL Solid Q3FY26 Good QoQ and YoY uptick across all parameters Rev at 350cr vs 270cr, Q2 at 327cr PBT and PAT at 14cr vs 8cr, Q2 at 10cr HDFC Bank #HDFCBank QoQ flattish, YoY shows a decent expansion Asset quality good GNPA and NNPA down QoQ and YoY PPOP at 30581cr vs 27930cr, Q2 at 30940cr PBT at 20691cr vs 18340cr, Q2 at 20363cr RoA flat at 0.48% Yes Bank #YesBank Rev down PPOP at 1233cr vs 1079cr, Q2 at 1296cr Lower provisions PBT at 1212vr vs 820cr, Q2 at 877cr Good QoQ and YoY uptick Asset quality improves GNPA and NNPA down QoQ and YoY RoA at 0.9% vs 0.6% BLB India #BLB Rev at 277cr vs 73cr, Q2 at 338cr PBT at 11cr vs -6cr,flat QoQ PAT at 8.5cr vs -5cr, Q2 at 9cr Decent: #UCOBank #PunjabSindBank

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31K

Shreenidhi P

@nid_rockz

8 months ago

Good #Q2FY26-1/11/25 till 6pm JK Cement #JKCem #JKCement Solid Q2FY26 with high double digit volume growth Top notch execution 15% blended volume growth Good show in a seasonally leanest monsoon quarter Solid 370+bps margin expansion Rev at 3019cr vs 2560cr⏫18% EBITDA at 447cr vs 283cr⏫53% OPM at 14.8% vs 11% PBT at 243cr vs 53cr PAT at 159cr vs 36cr H1 PBT at 732cr vs 326cr more than 2x OCF at 509cr vs 303cr🔥 6MTPA grey cement capex on track SBFC Finance #SBFC #SBFCFin #SBFCFinance Strong Q2FY26 with good QoQ and YoY uptick Good asset quality GNPA down QoQ, slightly higher YoY NNPA down QoQ and YoY 7-8% QoQ growth continues Rev at 420cr vs 314cr, Q1 at 388cr PBT at 146cr vs 110cr, Q1 at 137cr PAT at 109cr vs 84cr, Q1 at 101cr AUM⏫29% at 9938cr 10,000cr AUM crossed in October RoE at 14.09% RoA at 4.56% Affle 3i India #Affle3i #Affle Good Q2FY26 Steady and consistent quarters Delivering good quarters for 28th quarter in a row 29% EBITDA growth with 170bps margin expansion Rev at 657cr vs 543cr, Q1 at 621cr PBT at 135cr vs 110cr, Q1 at 129cr PAT at 110cr vs 92cr, Q1 at 105cr OCF at 183cr vs 146cr Rev, EBITDA, PBT and PAT up 5% QoQ Azad Engineering #AzadEngg Rich valuations ,but consistent 25-30% growth Growth led by higher other income majorly Rev at 146cr vs 111cr, Q1 at 137cr Other income at 12cr vs 1.6cr, Q1 59cr PBT at 46cr vs 30cr, Q1 at 42cr PAT at 33cr vs 21cr, Q1 at 29cr OCF at -75cr vs 3cr Orient Cement #OrientCement Strong Q2FY26 in a seasonally lean qtr Good volume growth Rev at 643cr vs 554cr Other income at 12cr vs 3.5cr PBT at 74cr vs 3cr PAT at 49cr vs 2.3cr OCF at -56cr vs -3cr Netweb Technologies #NetWeb Super rich valuations H2 is higher vs H1 historically Rev at 303cr vs 251cr, Q1 at 301cr PBT at 42cr vs 35cr, flat QoQ PAT at 31.4cr vs 26.1cr, Q1 at 30.4cr OCF at 101cr vs -88cr GHCL Textiles #GHCLTextil Resilient quarter with decent margin expansion Rev at 338cr vs 305cr, Q1 at 268cr PBT at 21.7cr vs 15.9cr, Q1 at 18.1cr Decent uptick QoQ OCF at 59cr vs 182cr Indraprastha Medical Corporation #IndraMed Rev at 381cr vs 350cr, Q1 at 365cr PBT at 66cr vs 57cr, Q1 at 68cr PAT at 49cr vs 42cr, Q1 at 51cr OCF at 93cr vs 151cr Andhra Petrochemicals #AndhraPetro Turnaround quarter Good revenue growth,becomes profitable Rev at 167cr vs 105cr, Q1 at 141cr PBT at 1.1cr vs loss in last 3 qtrs PAT at 2.1cr vs loss in last 3 qtrs OCF at -31cr vs -37cr BLB Ltd #BLBLtd Rev at 338cr vs 171cr, Q1 at 56cr PBT at 11cr vs 4cr, Q1 at 15cr PAT at 9cr vs 3cr Q1 at 11cr OCF at -3cr vs 3cr Shree Pacetronix #ShreePacetronix Rev at 6.5cr vs 4cr, Q1 at 5.3cr PBT at 1.8cr vs 5 lacs, Q1 at 0.8cr OCF at 1.6cr vs -1.3cr Decent: #GNAAxles

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38K

Shreenidhi P

@nid_rockz

11 months ago

Good #Q1FY26-19/7/25 till 6pm JK Cement #JKCem #JKCement Solid Q1FY26 👏 Highest ever Q1 in companys history Seasonality in the business with q4 being the best qtr 19% revenue growth 🔥 75% PAT growth Rev at 3352cr vs 2807cr EBITDA at 687cr⏫42% with 20%+ OPM PBT at 489cr vs 273cr PAT at 324ce vs 185cr Solid quarter overall Vintage Coffee #VintageCoffee Solid Q1FY26 👏 Rev at 102cr vs 44cr, Q4 at 105cr PBT at 15.5cr vs 5cr Q4 at 17.2cr PAT at 14.2cr vs 4.5cr, Q4 at 15.6cr 4th great quarter in a row ICICI Bank #ICICIBank Decent Q1FY26 PPOP at 21317cr vs 18077cr, Q4 at 20052cr PBT at 19494cr vs 16761cr, Q4 at 19112cr RoA at 2.44% vs 2.36% GNPA and NNPA down YoY, NNPA slightly higher QoQ Steady set overall AU Small Finance Bank #AUSFB Rev at 5189cr vs 4278cr, Q4 at 5031cr PPOP at 1312cr vs 951cr, Q4 at 1292cr PBT at 778cr vs 668cr, Q4 at 657cr PAT at 581cr vs 503cr, Q4 at 504cr GNPA and NNPA increase QoQ and YoY Elevated provisions continue, though lesser QoQ RoA flattish Central Bank of India #CentralBank Rev slightly up PPOP at 2303cr vs 1993cr, Q4 at 2002cr Provisions lower QoQ and YoY PBT at 1782cr vs 802cr, Q4 at 1158cr GNPA and NNPA down QoQ and YoY RoA at 1.02% vs 0.82%, Q4 at 0.91% Decent/Avg: #HDFCBank Healthy PPOP growth Big increase in provisions QoQ and YoY leads to degrowth in PBT GNPA and NNPA higher Yes Bank #YesBank Rev down PPOP at 1358cr vs 885cr, Q4 at 1314cr PBT at 1074cr vs 673cr, Q4 at 996cr GNPA and NNPA down YoY,steady QoQ RoA at 0.8% vs 0.5%

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57K

Shreenidhi P

@nid_rockz

about 1 year ago

Good #Q4FY25-24/05/2025 till 9pm JK Cement #JKCem #JKCement Solid Q4FY25 with good QoQ and YoY uptick Rev at 3581cr vs 3105c4, Q3 at 2930cr PBT at 535cr vs 338cr, Q3 at 279cr PAT at 361cr vs 220cr, Q3 at 190cr OCF steady at 1939cr Frontier Springs #FrontierSprings Solid and blockbuster Q4FY25 👏 Rev at 70cr vs 44cr, Q3 at 58cr PBT at 16cr vs 6cr, Q3 at 11cr PAT at 12cr vs 5cr, Q3 at 9cr FY25 PBT at 46cr vs 17cr FY25 PAT at 35cr vs 13cr OCF at 22cr vs 11cr Purple United Sales #PurpleUnited #PurpleUTED Solid H2FY25 👏 Super scale up vs H1FY25 Great FY25 to close with, however receivables are high Rev at 73cr vs 31cr in H1FY25 EBITDA at 13.5cr. S 7cr in H1 PBT at 9.7cr vs 4.3cr in H1 PAT at 7.2cr vs 3.3cr in H1 FY25 PBT at 14cr vs 5cr FY25 PAT at 10.4cr vs 4.2cr OCF at -31cr vs -11cr(need to track H1FY26) Recievables at 60cr vs 29cr Inventory at 17cr vs 9.6cr Wonder Electricals #WEL #WonderElec Rev at 312cr vs 259cr, Q3 at 222cr PBT at 13.8cr vs 9.5cr, Q3 at 8cr PAT at 9.2cr vs 6.5cr, Q3 at 5cr OCF at -22cr vs -17cr Ruchira Papers #Ruchira Flat rev at 160cr PBT at 23cr vs 13cr, Q3 at 22cr PAT at 18cr vs 10cr, Q3 at 16cr OCF at 92cr vs 41cr Aeroflex Enterprises (Earlier name was SAT Industries) #AeroflexEnt Rev at 161cr vs 115cr, Q3 at 157cr PBT at 26.8cr vs 19.5cr, Q3 at 27cr PAT at 18.5cr vs 14.3cr, Q3 at 22cr OCF at 140cr vs -245cr Eco Recycling #EcoReco Rev at 10cr vs 8cr,flat QoQ PBT at 6.3cr vs 3.2cr, Q3 at 5.7cr PAT at 2.2cr vs 1.6cr, Q3 at 4.7cr Higher taxes paid this qtr OCF at 17cr vs -3cr Kundan Edifice #Kundan #KEL Rev at 50cr vs 43cr, H1 at 48cr PBT at 5cr vs 7 lakhs, flat vs H1 PAT at 4.2cr vs loss, H1 at 3.6cr FY25 PAT at 7.9cr vs 3cr OCF at 5cr vs -10cr Styrenix Performance Materials #Styrenix Decent Q4FY25, significant margin erosion Rev at 940cr vs 598cr, Q3 at 691cr EBITDA at 90cr vs 74cr, Q3 at 75cr PBT flat due to big increase in depreciation which is at 24cr vs 9cr OCF at 54cr vs 216cr Sarda Energy #SardaEnergy Rev at 1230cr vs 877cr, Q3 at 1310cr Sharp margin contraction Good EBITDA growth YoY EBITDA at 271cr vs 153cr⏫78% PBT at 160cr vs 129cr, Q3 at 226cr PAT at 100cr vs 88cr, Q3 at 200cr OCF at 886cr vs 742cr Indobell Insulations #Indobell Rev at 20cr vs 9cr, H1 at 5.5cr PBT at 2.5cr vs 0.7cr, H1 at 0.5cr PAT at 1.8cr vs 0.5cr, H1 at 0.4cr OCF at -4cr vs 0.25cr Receivables at 14cr vs 7cr Needs to be tracked closely Mawana Sugars #Mawana #MawanaSug Good Q4FY25 Rev at 343cr vs 322cr, Q3 at 334cr PBT at 78cr vs 63cr, Q3 at 22cr PBT at 62cr vs 47cr OCF at 114cr vs -163cr Century Extrusions #CenturyExtrusions Rev at 120cr vs 92cr, Q3 at 103cr PBT at 3.3cr vs 2.1cr, Q3 at 3cr PAT at 2.7cr vs 1.1cr, Q3 at 2.4cr OCF at 13cr vs 11cr Omfurn India #Omfurn Rev at 44cr vs 36cr, H1 at 40cr EBITDA at 5.3cr vs 2.3cr, H1 at 6cr PBT at 4.1cr vs 0.8cr, H1 at 4.7cr PAT at 3cr vs 0.7cr, H1 at 3.4cr OCF at 5.4cr Exxaro Tiles #Exxaro Good Q4FY25, 44cr equity capital Rev at 95cr vs 80cr, Q3 at 79cr PBT at 4.8cr vs 2.1cr, Q3 a 1.6cr PAT at 3.5celr vs 1.2cr, Q3 at 1.2cr Krishival Foods #Krishival Rev at 100cr vs 51cr, H1 at 73cr Margin compression vs H1FY25 PBT at 8cr vs 7cr, H1 at 11cr OCF at 47cr vs -31cr Euro Panel Products #EuroPanel Rev at 223cr vs 205cr, H1 at 200cr PBT at 15cr vs 11cr, H1 at 10cr PAT at 11cr vs 8cr, H1 at 8cr OCF steady at 34cr Mega Flex Industries #MegaFlex Rev at 43cr vs 25cr, H1 at 17cr PBT at 4.3cr vs 1.7cr, H1 at 28lacs PAT at 3.2cr vs 1.6cr, H1 at 21 lacs OCF at -4cr vs -2cr Decent/Average: #IndigoPaints #GaneshaEcosphere #NTPC #RadhikaJewel #RainbowHospital #EnergyMission

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50K

Priyanka Uppal Anand @uppal_priyankaa

over 1 year ago

Top things to know before you trade today Auto Stocks: ⬆️ #TataMotors above estimates, #VSTTillers// Citi on #Maruti 13,500 Investec on Cem stocks: #Ambuja 950, #JKCem : 5,260, #Ultractech: 12,425 Dealers expect demand revival in Q2// Govt spends tro meet budgeted targets ) Business Updates : CSB- deposits up on YoY basis, South Indian Bank (advances up by 11.94%(YoY) NMDC Ceramic Stocks : Propane price hike by Rs 103 in Morbi Region, Negative for Tiles stock Citi on Kotak mah Bank : Upgrade To 'Buy', Target At `2,070 MS on SBI CARD: Equal weight: TP 685, Cut FY25 EPS by 4.7%, reduce overspending growth to 4% from 10% JP Morgan on Premier Energies : Neutral, TGT 1148 DCX Systems : Secures $2.26 million purchase order from Elta Systems

333

Shreenidhi P

@nid_rockz

about 2 years ago

Good #Q4FY24-12/5/2024 BEML #BEML Solid set with good margin expansion EBITDA ⏫29% with margin expansion of 300bps Rev at 1513cr vs 1387cr PBT at 347cr vs 277cr, Q3 at 66cr PAT at 257cr vs 157cr, Q3 at 48cr OCF at 457cr vs 560cr Solid orderbook of 8000+cr JK Cement #JKCEM Slightly muted vs expectations However, YoY nos look too good Rev at 3105cr vs 2777cr EBITDA at 560cr vs 350cr⏫60% YoY Down 11% QoQ PBT at 337cr vs 154cr, Q3 at 408cr PAT at 220cr vs 107cr, Q3 at 283cr OCF at 1959cr vs 1377cr🔥 Grey cement saw 13% volume growth White saw 3% volume growth Combined volume growth of 12% Net D/E at 0.48x vs 0.63x

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61K

Manish Mall @_Manishh_

about 2 years ago

#BulkDeals #InsiderTrading Price * #BEML Hdfc Sells 2% now 7.24% #CAMS White Oak sell 2% now 5.28 % #JKCem Mirae now holds 2.96% Eq #metropolis Hdfc Adds 2% now 8.28% #SbiCards Icici pru now 5.18% #IEX Sbi Adds 0.36% Now 9.23% #Fortis #ProteanEgov More deals on NSE + BSE Site

_Manishh_'s tweet photo. #BulkDeals #InsiderTrading Price *
#BEML Hdfc Sells 2% now 7.24%
#CAMS White Oak sell 2% now 5.28 %
#JKCem Mirae now holds 2.96% Eq
#metropolis Hdfc Adds 2% now 8.28%
#SbiCards Icici pru now 5.18%
#IEX Sbi Adds 0.36% Now 9.23%

#Fortis #ProteanEgov

More deals on NSE + BSE Site https://t.co/qyEvuBXyqm

Shreenidhi P

@nid_rockz

over 2 years ago

JK Cement Ltd #JKCEMENT #JKCEMENTS #JKCEM Analysis and Inv PPT snippets: Solid and blockbuster #Q3FY24🔥 Record quarter in terms of revenue, EBITDA, PBT n PAT Solid margin expansion QoQ and YoY QoQ EBITDA ⏫34% QoQ PBT⏫80% Rev at 2935cr vs 2436cr⏫20% Best rev and volume growth numbers till now vs peers Shree digvijay cement had a rev and volume degrowth Ultratech had a mid single digit rev growth JK cement sees a 20% revenue growth EBITDA at 625cr vs 247cr👏⏫153% Q2 at 467cr PBT at 409cr vs 69cr👏 Q2 at 241cr Higher tax QoQ At 31% vs 27% PAT at 284cr vs 37cr👏 Q2 at 176cr No one offs Journey for 30MTPA capacity: Present capacity of 22.2 MTPA Grinding unit of 2MTPA likely to commission in July-Sept 2024 Proposed expansion in Central India of 6 MTPA 2850cr project cost 1850cr debt + internal accruals Net debt/EBITDA at 1.64x vs 2.21x YoY Net debt/Equity at 0.58x vs 0.63x YoY Overall, an amazing quarter of exponential growth for JK Cement with capex planned to add big capacity

nid_rockz's tweet photo. JK Cement Ltd
#JKCEMENT
#JKCEMENTS
#JKCEM

Analysis and Inv PPT snippets:

Solid and blockbuster #Q3FY24🔥

Record quarter in terms of revenue, EBITDA, PBT n PAT

Solid margin expansion QoQ and YoY

QoQ EBITDA ⏫34%
QoQ PBT⏫80%

Rev at 2935cr vs 2436cr⏫20%

Best rev and volume growth numbers till now vs peers

Shree digvijay cement had a rev and volume degrowth
Ultratech had a mid single digit rev growth
JK cement sees a 20% revenue growth

EBITDA at 625cr vs 247cr👏⏫153%
Q2 at 467cr

PBT at 409cr vs 69cr👏
Q2 at 241cr

Higher tax QoQ
At 31% vs 27%
PAT at 284cr vs 37cr👏
Q2 at 176cr

No one offs

Journey for 30MTPA capacity:
Present capacity of 22.2 MTPA

Grinding unit of 2MTPA likely to commission in July-Sept 2024

Proposed expansion in Central India of 6 MTPA

2850cr project cost
1850cr debt + internal accruals

Net debt/EBITDA at 1.64x vs 2.21x YoY

Net debt/Equity at 0.58x vs 0.63x YoY

Overall, an amazing quarter of exponential growth for JK Cement with capex planned to add big capacity

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31K

Sacchitanand Uttekar @USacchitanand

over 2 years ago

CNBC_Awaaz #PehlaSauda । Reco. with @_anujsinghal& @AEHarshada 🎯#CIPLA 1219 TGT HIT 1240 🟢#EICHER 3535 SL 3510 TGT 3620(P). 🟢#JKCEM 3460 SL 3445 CLBS TGT 3630 🟢#ASIANP 3090 SL 3068 TGT 3120 🟢#PAYTM 905 SL 890 TGT 930/955(P) 🟢#ATUL 6570 SL 6520 TGT 6710

kkktwits @kkktwits

over 3 years ago

#Earningswatchlist very few holding profits YOY #indhotels #tvsmotor #Maruti #mrf #hdfc #zydus #igl #icici #fed #M&M #ultratech #dalmiya #abott #ITC #jkcem #apollotyres #bhel #bharatforge #ABB #LARSEN #SIEMENS No single stock in tech holding in profits YOY except #MCX [2%]

730

Priti Tiwari (SEBI RA)

@DiscretePriti

over 3 years ago

#JKCem above 2720 🐂 #Watchlist ✨

Baiju & Bears

@BaijuBears

over 3 years ago

#JKCem Weekly breakout previous week with swing captured 10% on last three session . Entered/spotted : 2925 Friday high : 3250 10% weekly swing so far with trail SL at 3050 we will keep hold for 3600+ final. 🧚‍♂️🧚‍♂️💖💖 #investing #investors

Baiju & Bears

@BaijuBears

over 3 years ago

#JK Cement Strong weekly support at trendline, beautifully price and action. #investing #Investment 🟢🔆🔆🔆🌸

Deepika Parashar @Deepika_is_here

over 3 years ago

Cement & NBFC looks decent for Intraday Bearish Trades. #AMBUJACEM #INDIACEM #JKCEM #BAJFINANCE #MFSL

Sacchitanand Uttekar @USacchitanand

almost 4 years ago

Reco. #FirstTrade show with @AnilSinghvi_ & @deepdbhandari @ZeeBusiness ✅BUY #GRASIM 1394 SL 1380 TGT 1450 ✅BUY #PVR 1909 SL 1880 TGT 1960/2030(P) ✅BUY #JKCEM 2320 SL 2275 TGT 2455 #10KIKAAMAI ACCUMULATE #DLF TILL 300 SL 280(WCLBS) TGT 520 (+18 MONTHS)

Advait Arora

@WealthEnrich

about 4 years ago

Many #investors don't buy a stock if its in 4 digits. #Mindtree, #AlkylAmines, #Mastek, #Atul, #JKCem, #BalajiAm, #Polyplex, #SRF & many others have been #multibagger #stocks even after being Rs. 1000+ Stock price has nothing to do with its potential to give superior returns !

148

Advait Arora

@WealthEnrich

almost 5 years ago

Many #investors don't buy a stock if its in 4 digits Recently, #Mindtree, #Aarti, #AlkylAmines, #Mastek, #Atul #JKCem, #BalajiAm, #SRF & many more have been #multibagger #stocks even after being Rs. 1000+ Stock price has nothing to do with its potential to give superior returns

291

Ravi Prasad (RSP)

@Stockstudy8

over 5 years ago

Update on #RSPPICK ❤️ #Asianpaint 2080>>2433 #GpiL 340/50>>460 #Cadila 420>>475 #Jkcem 1650>>>2222 #TataChem 356 >>480 #Sunpharma 500>>568 #Camline 97/95 >>123 #Federal 40>>68 #jswsteel 300>>375 #CERA 2724 >>3300 #Philipcarbon 155>>175 #SBIN 158>>262 #DCB 65 >>117 Enjyy :)❤️

149