My Wealth Train

My Wealth Train

5/15/2025, 1:57:13 PM

JSW Energy – Q4 FY24 Results (Consolidated) Net Profit: ₹410 Cr vs ₹351 Cr (YoY) ▲16.8%; ₹170 Cr (QoQ) ▲141.2% Revenue: ₹3,190 Cr vs ₹2,756 Cr (YoY) ▲15.7% EBITDA: ₹1,210 Cr vs ₹1,175 Cr (YoY) ▲3% EBITDA Margin: 37.94% vs 42.65% (YoY) ▼471 bps Dividend: ₹2 per equity share Takeaway: Strong YoY and QoQ growth in net profit driven by revenue expansion. Slight dip in margin could indicate cost or mix-related pressure.

My Wealth Train

5/15/2025, 1:56:56 PM

Bikaji Foods – Q4 FY24 Results (Standalone) Net Profit: ₹49 Cr vs ₹116 Cr (YoY) ▼57.8%; ₹30.8 Cr (QoQ) ▲59.1% Revenue: ₹585 Cr vs ₹606 Cr (YoY) ▼3.5% EBITDA: ₹79.1 Cr vs ₹161 Cr (YoY) ▼50.9% EBITDA Margin: 13.49% vs 26.52% (YoY) ▼1,303 bps Dividend: ₹1 per equity share Takeaway: Significant YoY decline in profitability and margins despite moderate QoQ improvement in bottom line. Margins likely impacted by cost pressures or one-offs.

My Wealth Train

5/16/2025, 5:58:02 AM

SeEurekaForbes reports its Q4 earnings 👉Net Profit At ₹50 Cr Vs ₹21.4 Cr (YoY) 👉Revenue Up 10.7% At ₹612.7 Cr Vs ₹553.6 Cr (YoY) 👉EBITDA Up 44.7% At ₹77 Cr Vs ₹53.2 Cr (YoY) 👉Margin At 12.6% Vs 9.6% (YoY)

My Wealth Train

5/15/2025, 5:22:04 PM

KAYNES TECHNOLOGY INDIA – Q4 FY2025 • Revenue: ₹984 crore (YoY: ₹673 crore, +46.2%) • Net Profit (PAT): ₹116 crore (YoY: ₹81.3 crore, +42.7%; QoQ: ₹66.5 crore, +74.4%) • EBITDA: ₹168 crore (YoY: ₹95.2 crore, +76.5%) • EBITDA Margin: 17.05% vs 14.94% (YoY)

My Wealth Train

5/15/2025, 1:56:15 PM

P N Gadgil Jewellers – Q4 FY24 Results (Standalone) Net Profit: ₹62.4 Cr vs ₹54.6 Cr (YoY) ▲14.3%; ₹85.1 Cr (QoQ) ▼26.7% Revenue: ₹1,570 Cr vs ₹1,497 Cr (YoY) ▲4.9% EBITDA: ₹93.8 Cr vs ₹87.8 Cr (YoY) ▲6.8% EBITDA Margin: 5.96% vs 5.86% (YoY) ▲10 bps Takeaway: Steady growth in revenue and profitability YoY with slight margin expansion. QoQ dip in net profit may indicate seasonal effects or cost pressures.

My Wealth Train

5/15/2025, 5:39:37 PM

BLS INTERNATIONAL – Q4 FY2025 • Revenue: ₹693 crore (YoY: ₹450 crore, +54%) • Net Profit (PAT): ₹135 crore (YoY: ₹80.8 crore, +67%; QoQ: ₹121 crore, +11.6%) • EBITDA: ₹174 crore (YoY: ₹90.3 crore, +92.7%) • EBITDA Margin: 25.13% vs 20.17% (YoY) • Dividend: ₹1 per equity share (Final) ⸻ Verdict: Absolute blockbuster quarter! Every metric firing – revenue growth, margins expansion, and solid PAT jump. Continued demand in visa outsourcing and citizen services driving scale and profitability.

My Wealth Train

5/17/2025, 7:29:37 AM

Motilal Oswal Large & Midcap Fund - Apr'25 Portfolio Updates! ⬆️ Top Increases in Allocation: - Dixon Tech: +37.37% - Kaynes Tech: +30.59% - Prestige Estates: +29.62% ⬇️ Top Decreases in Allocation: - Angel One: -24.77% - Amber Enterprises: -14.61% - PTC Industries: -11.31% ❌ Complete Exit: - Coforge

My Wealth Train

5/16/2025, 1:42:02 PM

EVENING BULLETIN 🚦 *Date: 16-May-2025* 📍 *ORDER WIN* *WAAREE RENEWABLES*: Bags ₹114 crore solar EPC order under MSKVY 2.0. *ADVAIT ENERGY*: Subsidiary wins ₹129 crore solar EPCC order for 67.5 MWp project. *SEAMEC III*: Charter extended by 8 days for USD 336,000. --- 📍 *ACQUISITION* *LUMAX AUTO*: To acquire remaining 25% stake in IAC India for ₹221 crore. *AFCONS INFRA*: Promoter pledges 25% equity for ₹12,560 crore loan for group refinancing. --- 📍 *COLLABORATION* *KAUSHALYA LOGISTICS*: Ties up with Shree Cement; targets 225 depots by FY26. *LTIMINDTREE*: Launches Digital Innovation Hub in Cyprus with Eurobank & Fairfax. --- 📍 *LEADERSHIP CHANGES* *TATA CHEMICALS*: Announces senior management changes effective June 1, 2025. *SG MART*: Appoints Archit Arora as VP – Sales & Marketing. --- 📍 *NEW PROJECTS* *BOROSIL RENEWABLES*: Approves ₹950 crore expansion amid anti-dumping duties. *GACL*: Approves ₹81 crore investment for Chlorotoluene plants in Dahej. *ZOTA HEALTH CARE*: Expands Davaindia to 1,637 stores. *THOMAS COOK INDIA*: Expands to EU with new Cyprus office. --- 📍 *FUNDRAISING* *AFCONS INFRA*: Promoter pledges equity for ₹12,560 crore loan for refinancing. --- 📍 *BOUGHT / SOLD* *NBCC*: Sells 446 Noida flats for ₹1,467.9 crore via e-auction. --- 📍 *Q4 RESULTS* *JUBILANT PHARMOVA*: Reports ₹153 crore profit vs ₹58 crore loss YoY; revenue up 10%. *NUCLEUS SOFTWARE*: Posts ₹64 crore profit; margins double QoQ. *EMAMI*: Reports ₹162 crore profit; revenue up 8%, margins dip. *TEXMACO RAIL*: Profit dips 12% YoY; revenue up 18%. *SG MART*: Profit flat YoY; revenue up 25%. *GUJARAT ALKALIES*: Turns profitable with ₹8.82 crore net profit. *INDIA GLYCOLS*: Profit jumps 52% YoY. *GPT INFRA*: Profit up 50% YoY. *SAI SILKS*: Profit drops 53% YoY. --- 📍 *USFDA / REGULATORY* *VIRTUOSO OPTOELECTRONICS*: Receives ₹100 crore PLI category upgrade approval. *GENSOL ENGINEERING*: Halts operations due to SEBI order. --- 📍 *CLARIFICATION* *AKZO NOBEL INDIA*: Denies parent-linked market rumours. --- 📍 *TAX / LEGAL* *TILAKNAGAR INDUSTRIES*: Receives qualified audit opinion. *SYMPHONY*: Recovers ₹5 crore dues from Pathways Retail; legal recovery ongoing. --- 📍 *TECH ADOPTION* *PICCADILLY AGRO*: Adopts NFC tech on Indri whisky bottles. --- 📍 *MARKET EXPANSION* *V2 RETAIL*: Opens 200th store. *ZOTA HEALTH CARE*: Expands Davaindia to 1,637 stores. --- 📍 *ENTERTAINMENT* *PRITISH NANDY COMMUNICATIONS*: 'The Royals' hits Netflix Global Top 10 with 3M+ views. --- 📍 *POLICY IMPACT* *MITSUI CHEMICALS*: Assessing impact of US tariffs. *RAJNATH SINGH*: Questions IMF aid to Pakistan possibly funding terror. *BALMER LAWRIE*: Decides against share split & buyback as per govt guidelines. --- 📍 *MISCELLANEOUS* *SWIGGY, ZOMATO*: Introduce “Rain Surcharge” for premium users. *PRABHA ENERGY*: Begins gas production from North Karanpura CBM Block. *DEFENCE SECTOR*: Expects ₹30K–140K crore replenishment orders; focus on AI munitions. --- 📍 STAY UPDATED 🚦

My Wealth Train

5/15/2025, 1:56:32 PM

JSW Energy – Q4 FY24 Results (Consolidated) Net Profit: ₹410 Cr vs ₹351 Cr (YoY) ▲16.8%; ₹170 Cr (QoQ) ▲141.2% Revenue: ₹3,190 Cr vs ₹2,756 Cr (YoY) ▲15.7% EBITDA: ₹1,210 Cr vs ₹1,175 Cr (YoY) ▲3% EBITDA Margin: 37.94% vs 42.65% (YoY) ▼471 bps Dividend: ₹2 per equity share Takeaway: Strong YoY and QoQ growth in net profit driven by revenue expansion. Slight dip in margin could indicate cost or mix-related pressure.

My Wealth Train

5/15/2025, 1:35:48 PM

EVENING BULLETIN 🚦 *Date:* 15-May-2025 --- 📍 *ORDER WINS / CONTRACTS / NEW PROJECTS* *KALPATARU PROJECTS*: Secures ₹2,372 crore orders in Power T\&D and Buildings & Factories segments. *REMSONS*: Bags ₹300 crore cable supply contract from Stellantis North America. *SEPC*: Receives ₹18 crore O\&M work orders from Bajaj Energy for five plants in Uttar Pradesh. *BRAHMAPUTRA INFRA JV*: Wins ₹91.5 crore EPC contract for EMRS schools in Arunachal Pradesh. *GPT INFRA*: Gets ₹32.29 crore order from Eastern Railway for concrete sleepers. *KILBURN ENGINEERING*: Secures ₹28.21 crore worth orders across multiple product lines. *SHRADDHA PRIME*: Takes on ₹420 crore Mulund redevelopment project. *MEDICO REMEDIES*: Commissions new antibiotics plant; targets ₹25 crore revenue post-approvals. *ROYAL ORCHID HOTELS*: Launches 75-key beachfront Regenta Resort in Dapoli. *TIME TECHNOPLAST*: Achieves French certification for hydrogen composite cylinders. *HIMALAYA FOOD*: Secures export order for French fries to the US; production starts this week. --- 📍 *FUNDRAISING / EQUITY / DEBT* *GENESYS*: To raise ₹110 crore via QIP at ₹632.32/share, at a 13% discount to CMP. *BIOCON*: Eyes ₹4,500 crore QIP to increase stake in Biologics, per Kiran Mazumdar-Shaw. *AIRTEL (SINGTEL PROMOTER)*: To offload ₹8,568 crore worth shares via block deal on May 16. --- 📍 *REGULATORY APPROVALS / USFDA* *MARKSANS PHARMA*: Gets UKMHRA nod for Gabapentin oral solution via UK arm. *ALEMBIC PHARMA*: Receives USFDA approval for Rivaroxaban; to launch 2.5mg in Q1FY26. *LUPIN*: Gains USFDA approval for Rivaroxaban, expanding its US portfolio. --- 📍 *COLLABORATIONS / STRATEGIC PARTNERSHIPS* *HCLTECH & MICROSOFT*: Launch AI-driven SAP migration solution. *SBI CARD & APOLLO HEALTHCO*: Unveil co-branded Apollo SBI SELECT credit card. *INFOSYS*: Expands strategic agreement with Norway’s DNB Bank for digital transformation. --- 📍 *LEADERSHIP CHANGES / CORPORATE GOVERNANCE* *INDUSIND BANK*: Under SEBI probe for alleged insider trading violations. *PERSISTENT SYSTEMS*: Under investigation via UnitedHealth for alleged Medicare fraud. --- 📍 *EARNINGS / QUARTERLY RESULTS (Q4)* *ARVIND*: Net profit jumps to ₹151 crore vs ₹99 crore YoY; margins decline to 11.05%. *CESC*: Net falls to ₹373 crore vs ₹400 crore YoY; EBITDA doubles YoY to ₹812 crore. *WELSPUN ENTERPRISES*: Profit at ₹100 crore; revenue climbs to ₹1,021 crore. *PAGE INDUSTRIES*: Net profit at ₹160 crore; EBITDA margin improves to 21.4%. *GODREJ INDUSTRIES*: Swings to ₹183 crore profit; revenue rises 26.5% YoY. *PRICOL*: Net profit drops 15.8% YoY to ₹34.94 crore; revenue surges 32.8%. *NCC*: Net up 6.1% YoY to ₹253.8 crore; margins improve to 9.07%. *JSW ENERGY*: Profit up 16.1% YoY at ₹408 crore; strong QoQ performance. *LT FOODS*: Profit up 8% YoY at ₹160.5 crore; margins remain steady. *TEGA INDUSTRIES*: Net up 13.9% YoY at ₹101.9 crore; EBITDA grows 8%. *CROMPTON GREAVES*: Profit up 10.8% YoY at ₹169.5 crore; margins reach 12.83%. *WEBSOL ENERGY*: Swings to ₹48.2 crore profit; revenue up 596% YoY. *STEEL STRIPS*: Profit at ₹60 crore vs ₹515 crore last year, which included exceptional gains. --- 📍 *CREDIT RATINGS / FINANCIAL HEALTH* *SUNDARAM MULTI PAP*: Reduces debt to ₹4 crore; aims to become net debt-free shortly. *BOROSIL RENEWABLES*: Gains from import duties on Chinese and Vietnamese solar glass. --- 📍 *CLARIFICATIONS / TAX ORDERS / REGULATORY FILINGS* *COCHIN SHIPYARD*: Denies ₹10,000 crore project with HD Hyundai; confirms ongoing strategic talks. *MTNL-BSNL*: Aim to monetize ₹1,000 crore in land assets during the current fiscal. --- 📍 *MARKET ACTIVITY / IPOs / FII STAKE CHANGES* *NAVNEET EDUCATION*: To form US subsidiary ‘Northstar Ventures’ for e-commerce ventures. *AIRTEL*: Launches world’s first real-time fraud detection system across all digital platforms. --- 📍 *OIL & GAS / ENERGY* *HOEC*: Resumes drilling at Kharsang Block after 12 years; KSG-71 well produces 250 barrels per day. --- 📍 *STAY UPDATED 🚦