Posts in category All News
IPOs: Rs 32,000 Cr Raised in 1st Half! (25-06-2024)
IPOs: Rs 32,000 Cr Raised in 1st Half! (25-06-2024)
HBL POWER SYSTEMS: Booting-up for the Race of the Century (25-06-2024)
Kavach 4.0 looks almost complete. Current version being used is 3.2. Ongoing development seems to reason for slow execution.
“The Ministry of Railways, on Friday, informed the Cabinet Secretary that the Indian Railways plans to implement the Kavach safety system across 44,000 km of track within the next five years.”
“During a review meeting focused on Kavach 4.0, Vaishnaw instructed officials to promptly equip all locomotives with the system once it is ready. According to the report, at present, three manufacturers are producing the Kavach system, while others are in different phases of development.”
Disc: invested
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (25-06-2024)
Developers are facing longer lead times for power #transformers as manufacturing capacity for this key component in large-scale #solar projects has failed to keep pace with demand, slowing solar deployment in #India https://t.co/ZJBfdHYmov
— Mercom India (@MercomIndia) June 25, 2024
Who will be the Lok Sabha Speaker? How is the Speaker elected? Why is the post so important? (25-06-2024)
Yasho Industries (25-06-2024)
A look back at FY24
Look at the capex over FY23 and FY24. The capacity has gone up from 12.5K to 32.5K which is 2.7x in April 2024
Now let us look at the guidance for FY25. Revenues of Rs 900-950 crs in FY25 and Rs1250-1300cr in FY26 (up from 596crs in FY24) implying 60% growth in FY25 and 37% growth in FY26 and margins expected too move upto 19-20% (up from 17% margins). People can do that math
Stocks looks like a doubler to me in 2 years.
Disclosure: Invested