Market Intelligence

https://sanjay-dangi-authum-investment.medium.com/optimist-pessimist-or-pragmatist-the-market-is-for-everybody-cf0e82cd3b30

Gennext less focused on building cos, as kids of biz families keener on managing *investments* : *Kotak*

Previous Market Correction Cycles Interesting Data⏬ src : Antique

Promoter buying from open market. Source : Ekansh Mittal

https://www.moneylife.in/article/from-star-sme-ipo-to-scandal-the-unraveling-of-c2c-advanced-systems/76345.html

Nitiraj Engineers Ltd #Nitiraj 1. Expansion Plans: Factory capacity increased by 45,000 sq.ft to support growth, targeting ₹150cr+ turnover capacity with new infrastructure. 2.Growth Targets: Management reaffirmed 20-25% CAGR guidance for next 3-4 years across all business verticals. 3.Drone Business: Expect first drone revenues in FY25-26 with 12L capacity agricultural drones; DGCA-approved RPTO certification secured for pilot training. 4.German JV: Advanced negotiations for European contract manufacturing of electronic weighing scales, prototypes developed. 5.Export Strategy: Systematic export push to Middle East/Africa through dedicated team; Germany as strategic entry point. 6.Automation Focus: Security/automation products (RFID locks, smart devices) expected to drive 20-25% CAGR with hotel industry focus. 7.Margin Improvement: Guidance for 18%+ EBITDA margins through operating leverage and premium product mix. 8.Capex Plan: Annual ₹3-5cr earmarked for automation machinery and capacity upgrades. 9.Product Pipeline: December launch of upgraded jewelry scales and Q4 security automation solutions for builders. 10.Capacity Utilization: Targeting 70% utilization by FY26 through institutional orders and repeat business https://x.com/investorthings/status/1892421036429172835?t=HoUc8od8lVz1xdYJMO7tNA&s=19

Jay Bee Laminations Ltd #Jaybee 1.Capacity Expansion: Targeting 24,000 MTPA production capacity by mid-FY26 through optimization of existing units + new Unit-III. Unit-III (Noida) to commence operations by March 2025 with initial 2,000 MTPA capacity. 2.High-Voltage Segment Push: Actively supplying for 400 kV class transformers with 2-5% margin improvement expected. Plans to enter 765 kV class market - a segment with limited competition. 3.Volume Growth Guidance: Maintaining 30% Volume CAGR target for next 3 years through capacity additions and new market penetration. 4.Margin Enhancement: Focus on increasing share of value-added products (400/765 kV cores) to improve EBITDA margins to 15%+ (vs current 9.4%). 5.Export Strategy: Maintain 11-14% export contribution with focus on African and Asian markets. Exploring opportunities in US/Europe for higher-margin products. 6.Technology Upgrade: Lab equipment installation from Germany by H2FY25 to enable in-house testing (NABL accreditation planned). Reduces lead times by 15-20 days. 7.Amorphous Core Expansion: Targeting 3,000-4,000 MTPA capacity in amorphous cores within 2 years (vs current 2,000 MTPA). Margin-focused selective growth. 8.Unit-III Development: Greenfield unit to add 6,300 MTPA by H2FY25 with ₹18 crore existing orders for new product lines. Full commissioning expected by Q1FY26. 9.Raw Material Strategy: Increasing domestic procurement of CRGO steel to 60% (vs current 40%) to reduce import dependency. 10.Financial Targets: Guided ₹370 Cr revenue for FY25 (35% YoY growth) with PAT margin expansion to 9.5-10.5% range. ROE target of 22%+ through FY26 https://x.com/investorthings/status/1892148665613267186?t=TJ4JgZN8X1lrqtITxeERQg&s=19