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#ExcelInd #Excel Suggested at 955, did 1760 ~> 80% Cmp 1211, support 1100/990/880 Upside 1345/1425/1550/1660/1755 Above 1775 closing, channel BO will fetch 1960/2100/2275/2450/2640/29100/3225/3500/3725/3900 Fresh view above 4000 closing #StockMarket #StockMarketIndia
Replying to @apurv_anand
#ExcelInd #ExcelIndustries Fertilizer theme is flying CMP 955 Pb 0.95 - book value 1005 Upside 1045 doable Above 1050 closing, keep 1025 cbsl Target 1130/1215/1375/1460/1565/1695/1850 #ShareView by Apurv
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#Q4FY25 Mainline #results on 14th May - BlockBuster Set - Balu Forge (#BaluForge ) Le Travenues (#Ixigo ) Blue Jet Health (#BlueJet ) KP Energy (#KPEL ) KPI Green Energy (#KPIGreen ) Vascon Engineers (#Vascon ) Solid Set - Garware Hi Tech (#GarwareHiTech ) Excel Industries (#ExcelInd ) Sharda Cropchem (#Shardacrop ) Hitachi Energy (#PowerIndia ) Tata Power (#TataPower ) Foseco (#Foseco ) Nelcast (#Nelcast ) Hikal (#Hikal ) Sai Life (#SaiLife ) Sagility (#Sagility ) BLS E-Services (#BLS ) Tilaknagar Inds (#TI ) Lupin (#Lupin ) Revenue down but Solid Margin Expansion - Ganesh Benzoplast (#GaneshBe ) Ganesh Housing (#GaneshHousing ) Graphite (#Graphite ) Good Set - JB Chemicals (#JBChem ) Sanofi India (#Sanofi ) eClerx (#eClerx ) Eicher Motors (#EicherMotors ) Jubilant Food (#Jublfood ) Chemcon Speciality (#Chemcon ) Surya Roshni (#SuryaRoshni ) Vguard Industries (#Vguard ) Asahi India Glass (#AsahiIndia ) Berger (#Berger ) Responsive Ind (#ResponsiveInd ) Ratnaveer Precision (#Ratnaveer )
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#Excel Industries Ltd πŸ§ͺ Excel Industries – FY25 & Q4 Performance Snapshot #ExcelInd #ExcelIndustries πŸ“Œ Q4 FY25 – Steady Operational Momentum πŸ”Ό Revenue: β‚Ή248 Cr (vs β‚Ή233 Cr YoY | β‚Ή196 Cr QoQ) πŸ”Ό PBT: β‚Ή16 Cr (vs β‚Ή9 Cr YoY | β‚Ή8 Cr QoQ) πŸ”Ό PAT: β‚Ή12 Cr (vs β‚Ή6.6 Cr YoY | β‚Ή6 Cr QoQ) πŸ“Œ FY25 – Massive Turnaround! πŸš€ PBT: β‚Ή113 Cr (vs β‚Ή23 Cr in FY24) πŸš€ PAT: β‚Ή85 Cr (vs β‚Ή17 Cr in FY24) 🧾 EPS: β‚Ή68 (vs β‚Ή13) πŸ’° OCF: β‚Ή62 Cr (vs β‚Ή72 Cr) πŸ’‘ Key Highlights: Profit growth has outpaced revenue – reflecting margin recovery and operational leverage FY25 marks a transformational jump in profitability OCF remains strong, funding growth internally πŸ“Œ What to Track Ahead: Sustainability of margins Expansion plans or reinvestment of FY25 windfall profits Performance of the chemical segment in the broader market cycle Excel Industries is quietly delivering strong shareholder value, with FY25 showcasing the power of operating leverage and capital efficiency. πŸ“ˆ #Q4Results #ExcelIndustries #EPSGrowth #OCF #Chemicals #FundamentalAnalysis #SmallCapStocks #TurnaroundStory #OperatingLeverage #IndiaGrowth
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Good #Q4FY25-14/05/2025 post 6pm till 10pm Tilaknagar Industries #TI #Tilaknagar #TilaknagarInd Blockbuster Q4FY25 πŸ”₯ πŸ‘ Highest ever revenue, EBITDA, PBT and PAT in comps history Rev at 881cr vs 770cr, Q3 at 805cr PBT and PAT at 77cr vs 39cr, Q3 at 54cr Solid QoQ and YoY growth OCF at 178cr vs 117crπŸ‘ Excel Industries #ExcelInd #ExcelIndustries Good Q4FY25 Rev at 248ce vs 233cr, Q3 at 196cr PBT at 16cr vs 9cr, Q3 at 8cr PAT at 12cr vs 6.6cr, Q3 at 6cr FY25 PBT at 113cr vs 23cr FY25 PAT at 85cr vs 17cr FY25 EPS at 68rs vs 13rs OCF at 62cr vs 72cr Nelcast Ltd #Nelcast Solid Q4FY25 with good margin ⏫ Great QoQ and YoY uptick in revenue, EBITDA, PBT and PAT Rev at 330cr vs 295cr, Q3 at 291cr PBT at 18cr vs 5cr, Q3 at 8cr PAT at 14cr vs 5cr, Q3 at 6cr Overall, very healthy comeback after 2 tepid qtrs OCF at 105cr vs 20crπŸ”₯ Piramal Pharma #PPLPharma #PiramalPharma Rev at 2754cr vs 2552cr, Q3 at 2204cr Higher other' income at 42cr vs 26cr Higher employee expenses,higher depreciation and higher other expenses EBITDA at 603cr vs 556cr⏫8% PBT at 272cr vs 227cr, Q3 at 66cr PAT at 153cr vs 101cr, Q3 at 4cr Q4 is the seasonally strongest qtr OCF at 892cr Hitachi energy #PowerIndia Solid Q4FY25 πŸ‘ πŸ”₯ Record set,rich valuations Rev at 1883cr vs 1695cr, Q3 at 1620cr PBT at 247cr vs 152cr, Q3 at 184cr PAT at 183cr vs 113cr, Q3 at 137cr Solid QoQ and YoY uptick OCF at 1493cr vs 252crπŸ”₯ 19246cr orderbookπŸ‘ Highest ever AGI Greenpac #AGI Partially led by higher other income Rev at 705cr vs 622cr, Q3 at 658cr Other income at 37cr vs 11cr, Q3 at 16cr EBITDA ⏫6% at 154cr PBT at 126cr vs 89cr, Q3 at 120cr PAT at 97cr vs 65cr, Q3 at 91cr OCF at 428cr vs 588cr Baazar Style #StyleBaaza Healthy operational quarter EBITDA inches up well with 100bps margin expansion Healthy topline growth QoQ not comparable as Q3 is a festive qtr Good EBITDA uptick Higher depreciation and higher finance costs in Q4FY25 Ramping up new stores Rev at 345cr vs 223cr EBITDA at 42cr vs 24cr Finance costs at 22cr vs 14cr Depreciation at 29cr vs 19cr OCF at 52cr vs 112cr Balu Forge #BaluForge Another good quarter with 10% QoQ EBITDA uptick Good Q4FY25 , good OCF generation Rev at 269cr vs 161cr, Q3 at 255cr EBITDA at 75cr⏫118% YoY,⏫11% QoQ PBT at 74cr vs 34cr, flat QoQ PAT at 63cr vs 28cr, Q3 at 59cr FY25 PAT at 204cr vs 93cr OCF at 148cr vs -32cr Vascon Engineers #Vascon Solid Q4FY25 πŸ”₯ Rev at 387cr vs 233cr, Q3 at 294cr PBT at 36cr vs 21cr, Q3 at 18cr Solid QoQ and YoY uptick PAT at 34cr vs 17cr OCF at -2cr vs -16cr NRB Bearings #NRB #NRBBearings One time exceptional loss of 48cr leads to a loss quarter Operationally, good Q4FY25 Rev at 329cr vs 284cr, Q3 at 279cr PBT at 48cr vs 33cr, Q3 at 36cr OCF at 83cr vs 115cr JB Chemicals and Pharma #JBChem Rich valuations, QoQ has seasonality Rev at 949cr vs 861cr PBT at 193cr vs 164ccr, Q3 at 217cr PAT at 145cr vs 126cr, Q3 at 162cr OCF at 902cr vs 800cr Foseco #Foseco Rev at 148cr vs 122cr, Q3 at 136cr PBT at 29cr vs 21cr, Q3 at 28cr PAT at 22cr vs 16cr, Q3 at 20cr Rama Phosphates #RamaPhos Rev at 200cr vs 186cr, Q3 at 179cr PBT at 14cr vs loss, Q3 at 5cr PAT at 5cr vs loss, Q3 at 3.6cr OCF at 40cr vs -5cr Brigade Enterprises #Brigade Rev down, margins improve PBT at 305cr. S 278cr, Q3 at 288cr PAT at 249cr vs 210cr, Q3 at 235cr OCF at 995cr vs 333cr Pre sales strong for FY25 New launch pipeline healthy Ratnaveer Precision #Ratnaveer Good YoY, QoQ slightly down Rev at 203cr vs 142cr, Q3 at 254cr PBT at 11.8cr vs 5.5cr, Q3 at 13.2cr PAT at 10.7cr vs 5.6cr, Q3 at 11.3cr OCF at 95cr vs 12cr Renuka Sugar #Renuka Rev down sharply Higher other income at 61cr vs 10cr lead to PBT of 91cr vs loss in last 2 qtrs Rev at 950cr vs 913cr Aryaman Financial Services #Aryaman Rev at 39cr vs 6cr, Q3 at 38cr PBT at 12cr vs 1.5cr, Q3 at 26cr PAT at 11cr vs 1cr, Q3 at 22cr International Conveyors #IntlConv Rev at 55cr vs 26cr, Q3 at 26cr EBITDA at 11cr vs 3cr, Q3 at 0.4cr PAT at 13cr vs 6cr
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Good #Q3FY25-7/2/25 from 6pm till 8pm Selan Exploration #Selan #SelanExploration 3rd solid quarter in a row Rev at 68cr vs 46cr, Q2 at 71cr EBITDA at 38cr vs 19cr, Q2 at 40cr PBT at 25cr vs 9cr, Q2 at 28cr PAT at 19cr vs 6cr, Q2 at 21cr Stellar YoY, small degrowth QoQ Balu Forge #BaluForge Blockbuster Q3FY25 πŸ”₯ Rev at 255cr vs 147cr, Q2 at 223cr Other income at 9cr vs 2cr QoQ PBT at 74cr vs 30cr, Q2 at 64cr PAT at 59cr vs 25cr, Q2 at 48cr Good QoQ uptick Excellent uptick YoY New capacity is active and started contributing now Viviana Power #Viviana #VivianaPower Solid Q3FY25 Rev at 36cr vs 14cr, Q2 at 32cr PBT at 4.6cr vs 2cr Q2 at 4.5cr PAT at 3.4cr vs 1.4cr, Q2 at 3.3cr 9M PBT at 10.5cr vs 3.4cr 9M PAT at 8cr vs 2.5cr Akme Fintrade #AkmeFin Rev at 28cr vs 20cr, Q2 at 24cr PBT at 12cr vs 6cr, Q2 at 10cr PAT at 9cr vs 5.4cr, Q2 at 8cr Good QoQ and YoY uptick GNPA at 2.86% vs 3.13% Dhunseri Ventures #DVL Rev at 126cr vs 56cr PBT at 76cr vs 16cr, Q2 at 37cr PAT at 93cr vs 12cr including JV profits , Q2 at 67cr Fortis healthcare #Fortis QoQ down, YoY good Rev at 1928cr vs 1679cr, Q2 at 1988cr. PBT at 253cr vs 171cr, Q2 at 316cr PAT at 254cr vs 134cr, Q2 at 194cr Advani Hotels #AdvaniHotels Rev at 35cr vs 32cr, Q2 at 17cr PBT at 16cr vs 12.7cr, Q2 at loss PAT at 12cr vs 9.3cr, Q2 at loss Diffusion Engineers #Diffusion Rev at 232cr vs 153cr, Q2 at 204cr PBT at 31cr vs 22cr, Q2 at 30cr PAT at 23cr vs 15cr Q2 at 21.6cr #Sicagen Rev down at 210cr vs 227cr PBT at 5.5cr vs 3.2cr, Q2 at 5.8cr #StarlogEnt Rev at 4.5cr vs 2.4cr, Q2 at 2.7cr PBT at 1.4cr vs loss in last 2 qtrs Artemis Electricals #ArtemisElectrical Rev at 18cr vs 14cr, Q2 at 4cr PBT at 3.5cr vs 1.8cr, Q2 at 1cr 25cr equity capital!!!! Decent: #JupiterLifeline #AstraMicro #Kross #ExcelInd #InoxIndia #KovaiMedical
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Some of the positional / long term bets in my other portfolio #IRFC leading at top with 170% gains even after such a big correction #wipro #radico #excelind #lalpath
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If breaks out then expecting 3x in 1 year A case study of Excel Industries with chart & detailed video Sectors:-All hot sectors like Agrochemicals, API and other pharma, Waste Management,Biocides ,Polymer additives. CMP :-1657 High / Low :-β‚Ή 1,760 / 699 Debt Free Market Cap:- 2083 crores FII holdings Increrased in september quarter Promoters :-52.56% Reserves :- 1584 cr OPM:- september quarter 18% OPM:- yearly wise 3% Excel Industries Ltd. has been a pioneer in innovation, steadily advancing the nation's technological knowledge through their expertise, and has made innumerable front-line advancements in chemical processes since the founding year in 1941. As a company, Excel Industries Ltd. adopts a sustainable approach that aims to prevent urban pollution by foraying into environmental & biotechnological advancements in chemical manufacturing. This has helped create a cutting-edge waste management solution that will be the start of a new era of growth in manufacturing. Disclaimer:- Only for Educational purpose and is not a buy or sell recommendation. Please consult your SEBI registered advisor before taking any financial decision #StocksToWatch #Excelind #ExcelIndustry #niftyfuture #fertilizerstocks #nifty50 #GIFTNIFTY #Wastemanagement #InvestmentOpportunity Sources (credits) :- screener.in/company/EXCELIND… and official website of the company For charts :- Trading view For more details check its official website excelind.co.in/ youtube.com/watch?v=ObzYFzZe…
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#Q2FY25 Mainline #results on 12th Nov - Blockbuster set - Excel Industries (#ExcelInd ) BSE (#BSE ) Ashoka Buildcon (#AshokaBuildcon ) KNR Constrcution (#knrconstruction ) Kirloskar Oil (#KirloskarOil ) P N Gadgil Jewellers (#PNGadgil ) Ganesha Ecosphere (#GaneshaEco )
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4-Excel Industries #ExcelInd Blockbuster Q2FY25 πŸ‘ Rev at 268cr vs 198cr, Q1 at 265cr PAT at 36cr vs 1.7cr, β«πŸπŸŽπŸπŸ•%
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Good #Q2FY25-12/11/24 from 6pm till 8pm Alpex Solar(SME) #Alpex #AlpexSolar Blockbuster H1FY25 πŸ‘ πŸ‘ Beats H2FY24 by big margin too Rev at 265ce vs 204cr, H2 at 200cr PBT at 38cr vs 14cr, H2 at 23cr Solid vs H2FY24 πŸ”₯πŸ‘ PAT at 25cr vs 10cr, H2 at 19cr OCF at31cr vs -13crπŸ‘ Shivalic Power Control (SME) #SPCL #ShivalicPower H2 heavy Good H1FY25 Rev at 53cr vs 31cr PBT at 8cr vs 4.7cr Margin expansion PAT at 6.4cr vs 3.3cr OCF at -15cr vs -8cr #EIHLtd Solid Q2FY25 πŸ‘ Rev at 588cr vs 530cr, Q1 at 526cr PBT at 169cr vs 126cr, Q1 at 130cr PAT at 132vr vs 94cr⏫40% #BSE Blockbuster Q2FY25 πŸ‘ πŸ”₯ Rev at 818cr vs 367cr, Q1 at 674cr PBT at 432cr vs 162cr, Q1 at 326cr PAT at 345cr vs 118cr, Q1 at 264cr #IndoTech Blockbuster Q2FY25 πŸ‘ Rev at 146cr vs 95cr, Q1 at 82cr PBT at 24cr vs 11cr Q1 at 8cr Solid margin expansion QoQ and YoY πŸ”₯ PAT at 17.7cr vs 7cr, Q1 at 6cr #MarineElectricals Blockbuster Q2FY25 Rev at 184crvvs 137cr, Q1 at 138cr PBT at 16cr vs 7cr,Q1 at 10cr PAT at 13cr vs 5cr, Q1 at 7cr Excel Industries #ExcelInd Blockbuster Q2FY25 πŸ‘ Rev at 268cr vs 198cr, Q1 at 265cr PBT at 47cr vs 2cr, Q1 at 41cr PAT at 36cr vs 1.7cr, Q1 at 31cr #AshokaBuildcon Blockbuster Q2FY25 πŸ‘ Rev at 2488cr vs 2154cr PBT at 539cr vs 166cr, Q1 at 226crπŸ”₯πŸ‘ PAT at 462cr vs 106cr, Q1 at 158cr OCF at 284cr RNFI Services (SME) #RNFI Rev at 460cr vs 530cr, H2 at 412cr PBT at 12cr vs 8cr, H2 at 5cr PAT at 9cr vs 5.5cr H2 at 4cr #BracePort(SME) Good H1FY25 Rev at 49cr vs 19cr, H2 at 36cr PBT at 4.8cr vs 2.3cr, H2 at 4.2cr PAT at 3.6cr vs 1.7cr, H2 at 3.1cr #Pokarna Solid Q2FY25 πŸ”₯ Rev at 251cr vs 192cr, Q1 at 200cr PBT at 68cr vs 45cr Q1 at 52cr PAT at 45cr vs 33cr, Q1 at 33cr OCF at 65cr vs 123cr #IonExchange Rev at 644cr vs 532cr, Q1 at 567cr PBT at 68cr vs 58cr, Q1 at 62cr OCF at -22cr vs 65cr #Entero Rev ay 1300cr vs 996cr, Q1 at 1097cr PBT at 34cr vs 7cr Q1 at 27cr PAT at 26cr vs 5cr, Q1 at 20cr Solid QoQ uptick πŸ”₯ Shree Karni Fabcom(SME) #ShreeKarni Rev at 76cr vs 61cr PBT at 6.5cr vs 4cr, H2 at 12cr PAT at 4.8cr vs 2cr, H2 at 10cr #PennarInd Rev down PBT at 36cr vs 30cr, Q1 at 35cr #Positron(SME) Rev at 70cr vs 50cr, H2 at 84cr PBT at 6.3cr vs 2.7cr, H2 at 9cr #Kontor(SME) Rev at 8cr vs 5cr, H2 at 7cr PBT at 1.9cr vs 1.2cr, H2 at 1.4cr #Neogen Rev at 193cr vs 161cr, Q1 at 180cr PBT at 15cr vs 11cr, Q1 at 16cr OCF at 72cr vs -48cr #Olatech(SME) Rev a 11cr vs 7cr, H2 at 9cr PBT at 4cr vs 1.7cr, H2 at 2.4cr PAT at 3.3cr vs 1.2cr, H2 at 1.7cr OCF at 1cr #Sunteck Rev at 169cr vs 25cr Q1 at 316cr PBT at 36cr vs loss, Q1 at 29cr PAT at 34cr vs loss Q1 at 22cr OCF at 94cr vs 26cr #ZodiacEnergy Rev at 52cr vs 34cr, Q1 at 79cr PBT at 3.7cr vs 1.7cr, Q1 at 3.2cr PAT at 2.5cr vs 1.5cr,flat QoQ OCF at -62cr.Needs close tracking #IGPetro Rev at 582cr vs 501cr, Q1 at 585cr PBT at 34cr vs 14cr, Q1 at 45cr Margins down QoQ #Cupid SOLID Q2FY25 πŸ‘ But huge equity capital Rev at 41cr vs 34cr, Q1 at 39cr PBT at 14cr vs 6.4cr, Q1 at 10.5cr PAT at 10cr vs 5cr, Q1 at 8cr OCF at 15cr vs 8cr #STAL(SME) H1FY25: Rev at 43cr vs 37cr PBT at 2.3cr vs loss OCF at -25cr #BharatRasayan Rev at 334cr vs 266cr, Q1 at 288cr PBT at 54cr vs 11cr, Q1 at 36cr PAT at 32cr vs 6cr, Q1 at 43cr #Amrutanjan Rev at 110cr vs 99cr, Q1 at 83cr PBT at 16cr vs 9cr, Q1 at 6cr PAT at 12cr vs 7cr, Q1 at 5cr OCF at 16cr vs 19cr #PearlGlobal Rev at 1201cr vs 960cr PBT at 67cr vs 45cr,flat QoQ PAT at 56cr vs 38cr, Q1 at 61cr #TritonValves Rev at 119cr vs 102cr PBT at 2.7cr vs 1.1cr, Q1 at 2.4cr #AstalLabs PBT at 2.7cr vs 55lacs, Q1 at 2.3cr #InvestmentTrustofIndia Rev at 111cr vs 70cr PBT at 19.5cr vs 8.6cr, Q1 at 14cr PAT at 20cr vs 10cr, Q1 at 13cr #TBZ Rev at 567cr vs 480cr, Q1 at 596cr PBT at 17cr vs 12cr, Q1 at 23cr OCF at 1cr vs -1.4cr #KronoxLab Rev flat PBT at 8.8cr vs 5.9cr, Q1 at 8.3cr #UnitedDrilling Rev at 49cr vs 31cr, Q1 at 54cr PBT at 6cr vs 3.5cr,flat QoQ PAT at 4cr vs 2.9cr,flat QoQ OCF at 34cr vs -16cr #Aksharchem #Haldyn
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