Vijay Bhanushali

almost 2 years ago

@Fintech00 INDUSIND BANK

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v_j_22 retweeted

almost 2 years ago

SJVN: Total Capacity till date = 2466 MW Target at the end of this FY = 5000+ MW !! Source: Concall Transcript

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v_j_22 retweeted

almost 2 years ago

CMS Info Systems Ltd - 95% Growth in new order wins in FY24 ! Source: Annual Report 2023-24

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v_j_22 retweeted

almost 2 years ago

Q1 FY25 Shareholding: Agro Tech Foods - Viral Amal Parikh enters with 3.55% stake (8,64,626 shares)

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v_j_22 retweeted

about 2 years ago

March '24 Shareholding: Shriram Properties - Mathew Cyriac enters with 2.42% stake (41,24,000 shares)

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v_j_22 retweeted

ANI

@ANI

over 2 years ago

#WATCH | Prime Minister Narendra Modi pays tribute to meditation guru SN Goenka on the occasion of his birth centenary celebrations.

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over 2 years ago

@rahul2506 Sharmaji always rocks in cricket and in market

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v_j_22 retweeted

over 2 years ago

Rishabh Instruments Limited - Q1FY24 ConCall Updates (5th October 2023): Financial Performance (YoY) - Revenue rose 38% to Rs 172.5 cr vs Rs 124.6 cr EBITDA remained flattish around Rs 20.7 cr PAT came down to Rs 8.1 cr vs Rs 10.7 cr ESOP costs and provision for additional liabilities impacted the bottom line About the Company - Rishabh Instruments has core competence in manufacturing, design and development of Test and Measuring Instruments and Industrial Control Products Other than the Indian operations, Lumel SA & Lumel Alucast are its two entities based in Europe Lumel SA is the electronics business whereas Lumel Alucast is involved in aluminum die castings Management Guidance - Forecasted revenue growth for the year is 22% Will definitely do better than these estimates, not indicating any slowdown in H2 ESOP costs will be Rs 21 cr this year, and will go down subsequently as they amortized over the next four years Adjusted EBITDA margins (after ESOP costs) to be around 18% Expecting organic growth to continue in this range for the medium both on the top and bottom line Have inorganic growth opportunities on the horizon as well Capex Plans - Current balanced utilization is 60% but de-bottlenecking some areas operating at 80% So plan to invest about Rs 63 cr from IPO proceeds to increase production capacity which will bring the balanced utilization to 50% R&D spends account for 2.5-3% of revenues Don't have any PLI scheme benefits as of yet, but have got approval for MSIP scheme which provides 25% cash assistance for all investments Have applied for similar schemes in Europe which can give benefits of 30%-40% New Products - Solar String Inverter - First company to completely make it in India Once development is finished and costs are reduced, it has potential to grow even 100-200% every year Two other companies also working on it but market potential is too huge to have any real competition Marg Software - Developed by a subsidiary called Energy Solutions Labs It tracks consumption patterns for energy efficiency analysis Can be easily connected with other electronic devices using IOT technology This company has recently launched 4-5 very innovative projects in Europe which are into electrical cars Since these are first time products, they currently have a learning curve going on and will be visible in numbers in a couple of quarters Other than the above, Rishabh is already the largest producer of Analog Panel Meters in the World and is also very strongly positioned in the Current Transformers segment globally

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almost 3 years ago

@Jagadeesh0203 REC LTD??

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v_j_22 retweeted

almost 3 years ago

Midhani Ltd - Q1FY24 ConCall Updates (22nd August 2023): Financial Performance (YoY) - Revenue rose 63.3% to Rs 187.7 cr EBITDA grew 22.6% to Rs 49.6 cr PAT was flattish at Rs 18.54 cr vs Rs 17.7 cr Margins were impacted due to elevated RM costs as they are a bit specialized

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v_j_22 retweeted

almost 3 years ago

Renault, one of the main customers on the export side, was down about 25-26% in terms of demand No visibility to their revival as yet Rico has asked for better pricing to make up for the volume loss, else will re-purpose the equipment for new programs with other customers

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v_j_22 retweeted

almost 3 years ago

Also had pricing issues with Hero, so took a bold decision to temporarily halt some supply to them Hero accounts for about 35% of company's total revenue Rico has been losing money on a few products supplied to them In the next 10 to 15 days, expect some settlement on pricing

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v_j_22 retweeted

almost 3 years ago

VA Tech Wabag - Q1FY24 ConCall Updates (14th August 2023): Financial Performance (YoY) - Revenue was down 12.5% at Rs 553 cr EBITDA margins improved to 11.9% vs 9.5% PAT jumped by 65% to Rs 50 cr Lower topline was due to strategic focus on E&P projects and muted Europe growth

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