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Jindal Saw: PAT growth of 49% & revenue growth of 7% in H1-25 at a PE of 11
Good H1-25 with muted top-line. Indicating towards a solid FY25. Strong order book provides revenue visibility into FY25. Margins to be supported by…
16 hrs ago
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Jindal Saw: PAT growth of 49% & revenue growth of 7% in H1-25 at a PE of 11
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Northern ARC Capital: 35% PAT growth & 40% Net Interest Income growth in Q1-25 at a PE of 14
Growth of 30%+ for the last 3 years to continue in FY25. Balance sheet will grow faster than the industry growth. Demand of credit in H2 will pick up…
Oct 20
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Northern ARC Capital: 35% PAT growth & 40% Net Interest Income growth in Q1-25 at a PE of 14
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Aditya Birla Money: PAT growth of 102% & Revenue growth of 66% in H1-25 at PE of 13
BIRLAMONEY delivered PAT CAGR of 45% & Revenue CAGR of 24% for FY20-24. BIRLAMONEY in the middle of a strong run since Q4-23 delivering QoQ growth…
Oct 17
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Aditya Birla Money: PAT growth of 102% & Revenue growth of 66% in H1-25 at PE of 13
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Bank of Maharashtra: PAT growth of 45% & Net Interest Income growth of 17% in H1-25 at a PE of 9
Strong uptrend in business, sequential QoQ net profit increases since FY20. Robust guidance for FY25. Valuations reasonable given outlook. Potential for…
Oct 16
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Bank of Maharashtra: PAT growth of 45% & Net Interest Income growth of 17% in H1-25 at a PE of 9
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HDFC Asset Management Company: PAT up 29% & Revenue up 37% in H1-25 at a PE of 44
Strong growth on the back of Industry growth & increasing market share. HDFCAMC asset mix containing a higher proportion of equity compared to Industry…
Oct 15
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HDFC Asset Management Company: PAT up 29% & Revenue up 37% in H1-25 at a PE of 44
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Angel One: PAT growth of 36% & Revenue growth of 57% in H1-25 at a PE of 18
Best-ever performance across financial and operational metrics in Q2-25. H1-25 pointing towards a strong FY25 for ANGELONE. Underlying business remains…
Oct 14
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Angel One: PAT growth of 36% & Revenue growth of 57% in H1-25 at a PE of 18
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IREDA: 33% PAT growth & 35% revenue growth in H1-25 at a PE of 43
Guiding 34% AUM growth for FY24-30. Runway for growth is both long and steep. Valuations are not cheap and have priced in the future growth. Equity…
Oct 13
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IREDA: 33% PAT growth & 35% revenue growth in H1-25 at a PE of 43
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Anand Rathi Wealth: 35% PAT growth & 35% revenue growth in H1-25 at a PE of 63
Guidance of 35% PAT & Revenue growth in FY25. FY25 guidance revised upwards, yet looks conservative. Tailwinds of rising HNI population seeking wealth…
Oct 10
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Anand Rathi Wealth: 35% PAT growth & 35% revenue growth in H1-25 at a PE of 63
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Transformers & Rectifiers India: EBITDA growth of 382% & revenue growth of 90% in H1-25 at a PE of 86
FY25 revenue growth of 43% & EBITDA growth of 87-94%. FY24-27 guidance of EBITDA CAGR of 75-85% & Revenue CAGR of 52-57%. Margin expansion 10.5% to…
Oct 9
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Transformers & Rectifiers India: EBITDA growth of 382% & revenue growth of 90% in H1-25 at a PE of 86
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Real Estate Sector: Performance & Outlook
Developers optimistic about growth given robust sales pipelines, new geographic expansions, and sustained price appreciation. Regulatory hurdles, rising…
Oct 8
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Real Estate Sector: Performance & Outlook
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Ashoka Buildcon: PAT growth of 156% & revenue growth of 26% for Q1-25 at a PE of 11
Guidance of 20% revenue CAGR for FY24-26 with margin expansion. Sales of HAM & BOT to be completed within a year. Expecting order inflows of Rs…
Oct 7
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Ashoka Buildcon: PAT growth of 156% & revenue growth of 26% for Q1-25 at a PE of 11
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Automotive OEM's - Passenger Cars: Q1-25 Performance & Outlook
Indian automobile industry grappling with muted demand & supply chain disruptions. Focus on new product launches, in high-growth segments like SUVs …
Oct 6
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Automotive OEM's - Passenger Cars: Q1-25 Performance & Outlook
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