Sir,
When it is credited in dmart account,when happen in the demerger?who beneficiary Gujarat gas or any other gas stock,Thank You…
Demergers on the radar (17-10-2024)
Mangalam Organics Ltd. – A promising Pine chemistry story (17-10-2024)
Trend reversed from Aug,23rd, promoter bought 4% of the companys mcap at the time, shakeout happened after making new high of 720 and currently back in stage 2
Axis Bank Q2 FY25 Results Expectations: Healthy NIMs In Store? | Business News | ET Now (17-10-2024)
Neuland Laboratories Limited – Transformation towards niche APIs? (17-10-2024)
Clarification on recent news in the media / social media
This refers to the recent news in the media / social media relating to certain export data of the
products manufactured by Neuland. We would like to clarify that the export data does not necessarily
reflect the financials of the Company for any quarter. The actual shipment of the product happens as
per the requirement of the customer.
As mentioned by the Management in the previous earnings call, the revenue growth is expected to be moderate during the current financial year.
This shows the quality of management.
Infosys Q2 Preview: Rs 8 lakh crore m-cap hits record high ahead of results; analysts anticipate upgraded FY25 guidance (17-10-2024)
Infosys is expected to maintain its growth momentum, reporting a 3.1% QoQ growth in constant currency (3.6% overall growth).
Infosys Q2 Preview: Rs 8Lcrore m-cap hits new high ahead of results; analysts see upgraded FY25 guidance (17-10-2024)
Infosys is expected to maintain its growth momentum, reporting a 3.1% QoQ growth in constant currency (3.6% overall growth).
Shakti Pumps – solar shakti (power)! (17-10-2024)
My one cent… you cannot forecast numbers with certainty when it is B2G business…
JSW Energy signs its first hybrid PPA with Gujarat Urja Vikas Nigam (17-10-2024)
JSW Renew Energy Seventeen, a stepdown subsidiary of JSW Energy, has signed Power Purchase Agreement (PPA) with Gujarat Urja Vikas Nigam (GUVNL) for STU-connected 192 MW Wind-Solar Hybrid capacity. This marks the Company’s first PPA for a wind-solar hybrid capacity.
Shakti Pumps – solar shakti (power)! (17-10-2024)
Thank you for your guidance. I have further questions on this and would ask if I can ask those separately in another forum?
Sticking to Shakti Pump.
What I was reading on X and I quote:
“I can’t and no one can time the markets. I have a very simple calculation:
Total addressable market is 49 lac pumps out of which only 3.5 lacs has been installed so far. This means 90% of market or 1,47,000 cr is still open to cater.
shakti pumps has monopoly and it is going for capacity expansion so its a multi year story.
In FY25, i expect it to do 3000 cr revenues with 20% PAT or 600 cr of PAT. This will make it valued at 1 year forward PE of just 8.
We have KSB which is similar pump co at 75 PE.
This is a direct proxy to solar and water theme. 50% of cost is modules.
In 2 years, co will do 5000 cr of revenues comfortably.
So, I am very bullish and only because there is data to support it. I am not armchair analyst like Gobernn.”
Are all these highly optimistic views and one need to moderated as there will be immense competition.