
Kovaibull Trader ✅✅️
June 2, 2025 at 11:03 AM
❁Stocks❁ ❁Result❁& BREAKING News:
TITAGARH RAIL Q4 Result
NET PROFIT DOWN 18 % AT 64.5 CR (YOY), Up 3 % (QOQ)
REVENUE DOWN 4 % AT 1005 CR (YOY) ,UP 11 % (QOQ)
EBITDA DOWN 15 % AT 101.5CR (YOY),UP 1 %(QOQ)
MARGINS AT 10.1 % V 11.4 % (YOY),11.1 % (QOQ)
EASEMYTRIP Q4 Result
NET PROFIT OF 15.3 CR V 15.7 CR LOSS (YOY), DOWN 54 % (QOQ)
REVENUE DOWN 15 % AT 139.4 CR (YOY) ,DOWN 7 % (QOQ)
EBITDA DOWN 73 % AT 13.4 CR (YOY),DOWN 72 %(QOQ)
MARGINS AT 9.6 % V 29.94 % (YOY), 31.7 % (QOQ)
Jefferies On Bajaj Auto
Maintain Hold; Hike target price to Rs 8,000 from Rs 7,750
Decent Q4 led by better average selling price
Remain positive on the growth outlook for both domestic & export 2Ws
Concerned about the market share dip in domestic motorcycles and decline in volume share in India's 2W exports
Jefferies on Adani Group
FY25 was the year of consolidation for Adani Group with EBITDA growing 14% year-on-year (5yr CAGR: 25%+)
Group leverage inched up slightly as capex accelerated across entities
Raised $2bn in equity and more recently completed $750mn bond raise, subscribed by marquee global investors
FY25-FY27 EBITDA estimated to grow at 22% CAGR
Goldman Sachs On Ola Electric
Maintain Buy; Cut target price to Rs 70 from Rs 75
E-motorcycle shipments begin; EBITDA breakeven pushed out to Q2FY26
Cut FY26/27/28 revenue estimates by -19%/-12%/-11% on expectation of a higher forward warranty cost provision
NOMURA ON SAMVARDHANA
(CMP: 152.09)
TARGET PRICE: 170
MAINTAIN BUY
Strong Growth Potential Of Non-Auto And Inorganic
Q4 Margin Below Estimates But Likely To Pick Up
$108 Bn Revenue Target In Next Five-Year Plan
Current Valuation At 17.5x FY27 EPS Is Attractive, Given A 27% EPS CAGR Over FY25-27
APOLLO HOSPITALS; Apollo Hospitals Plans to Divest Apollo Cradle - ET Reports
🚼 Apollo Cradle and Children’s Hospital (ACCHL) up for sale.
💰 Valuation estimated at ₹1,000–1,200 crore.
📈 Allegro Capital appointed to manage the sale.
🏦 Sale targets leading private equity funds amid growing mother & child care market in India.
PATANJALI FOODS : Sources Says DG Investigations Sends Notice To Patanjali Ayurved Under Sec 210 Of Companies Act- CNBCTV18
MCA Investigations Initiated Based On Info Received From Other Agencies
Investigations Are Underway, Likely To Be Completed in 3 Months
Alert: Section 210 Of Indian Companies Act, 2013, Is To Investigate Into Company affairs
-Alert: Agencies (ED, I-T, GST, MCA) Have MoU On Exchange Of Info To Look Into Such Matters
RR KABEL Commissions Hybrid Power Project
RR Kabel commissioned a Hybrid Power Plant on 31 May 2025.
The plant has 6.60 MW Wind (2x3.3 MW) & 3.60 MW Solar capacity.
Located in Rajkot and Jamnagar districts, Gujarat.
Captive consumption power generation.
GENUS POWER Q4 Result
NET PROFIT UP 407 % AT 123.3 CR (YOY), UP 118 % (QOQ)
REVENUE UP 123 % AT 936 CR (YOY) ,UP 55 % (QOQ)
EBITDA UP 283 % AT 196 CR (YOY),UP 111 %(QOQ)
MARGINS AT 20.95 % V 12.2 % (YOY), 15.4 % (QOQ)