-
VRIGHT EXCHANGE posted an update in the group Research and Investment Spot
3 months, 1 week agoStocks-in-focus and key updates with sentiment indicators (👍🏼 Positive | 🤞🏼 Neutral | 👎🏿 Negative):
Infrastructure, EPC & Construction
PNC Infratech: Bags ₹2,956 Cr mining services order from SECL. 👍🏼Omaxe Ltd: Gets ₹500 Cr investment from Oaktree for large-scale projects. 👍🏼
HG Infra: Acquires Angul Sundargarh Transmission, enabling further growth. 👍🏼
Mazagon Dock: Net Profit down 35% YoY to ₹452.15 Cr. 👎🏿
Energy & Renewables
NTPC Green Energy: Net Profit ↑59% YoY to ₹220.48 Cr, Revenue ₹680.21 Cr. 👍🏼Waaree Energies: Net Profit ↑89.1% YoY to ₹745.2 Cr; Revenue ₹4,425.83 Cr. 👍🏼
Adani Total Gas: Net Profit ↓4%, Revenue up YoY. 🤞🏼
GAIL (India): Net Profit ↓8% YoY to ₹1,886 Cr. 🤞🏼
Solarium Green Energy: Secures orders worth ₹26.6 Cr from NTPC Vidyut Vyapar Nigam. 👍🏼
Oil & Natural Gas Corp (ONGC): Signs offshore block agreement with RIL & BP. 👍🏼
Auto & EV
Kinetic Engineering: Revives iconic DX Scooter for the EV market; ₹249 Cr expansion plan. 👍🏼Motherson Wiring: Mixed views from brokerages; Buy and Neutral calls. 🤞🏼
Chemicals, Agro & Fertilisers
Indian Phosphate: Starts operations at Cuddalore facility. 👍🏼Punjab Chemicals: Signs 3 MoUs for high-value agrochemicals with overseas clients. 👍🏼
Paradeep Phosphates: Net Profit jumps to ₹255.85 Cr vs ₹5.38 Cr YoY. 👍🏼
NACL: Net Profit ₹13 Cr vs loss of ₹20.8 Cr; Revenue ↑38% YoY. 👍🏼
PCBL Chemical: Incorporates US subsidiary to expand in North America. 🤞🏼
Laxmi Organics: Net Profit down 38%; Revenue also declines. 👎🏿
Chemplast Sanmar: Net loss ₹64.3 Cr vs profit ₹23.9 Cr YoY. 👎🏿
Banking & Finance
IndusInd Bank: Net Profit ↓72% YoY to ₹604 Cr; mixed brokerage sentiment. 🤞🏼Five Star Finance: GNPA rises from 1.79% to 2.46%; Net Profit ↑6%. 👎🏿
Muthoot Finance: Appoints new Chief Risk Officer, Mr. Thomas Kokkoth. 🤞🏼
Real Estate & Housing Finance
Lodha Developers: Gets Buy call from MOSL; Target ₹1,870. 👍🏼Home First Finance: Target ₹1,650 from Bernstein. 👍🏼
Sanghi Industries: Net Loss narrows to ₹75.4 Cr from ₹88.8 Cr YoY. 🤞🏼
Pharma & Healthcare
Torrent Pharma: Net Profit ↑19.9% YoY to ₹548 Cr; revenue ₹3,178 Cr. 🤞🏼Marksans Pharma: Unifi Capital buys 72.41 lakh shares @ ₹232. 👍🏼
Astec LifeSciences: Net loss ₹33 Cr vs ₹39.7 Cr last year. 🤞🏼
Senores Pharmaceuticals: USFDA inspection with 3 minor observations. 🤞🏼
Alembic Pharma: Ex-Date for ₹11 dividend. 🤞🏼
FMCG, Retail & Lifestyle
Cosmo First (Zigly): Acquires Santa Animal Healthcare in Bengaluru. 👍🏼Arvind Fashion: Net Profit ↑9.7x YoY to ₹12.6 Cr; Revenue ↑16%. 👍🏼
United Spirits: Hold rating by CLSA with ₹1,238 TP. 🤞🏼
Radico Khaitan: CLSA initiates Outperform with TP ₹3,098. 👍🏼
Thangamayil Jewellery: Net Profit ↓19% YoY to ₹45.7 Cr. 🤞🏼
Engineering, Industrials & Tools
KEC International: Net Profit ↑43% YoY to ₹125 Cr; Revenue ₹5,023 Cr. 👍🏼Sunita Tools: Invests in Hyprix Aviation for defence-tech innovation. 🤞🏼
Taparia Tools: Ex-Date for ₹25 dividend. 🤞🏼
Telecom & Digital Infra
Railtel Corp: Net Profit ↑36% YoY to ₹66.10 Cr; Revenue up to ₹743.81 Cr. 👍🏼Quess Corp: Flat earnings; Net Profit ₹51 Cr. 🤞🏼
Packaging, Paper & Boards
JK Paper: Net Profit ↓42% to ₹81.2 Cr YoY. 👎🏿Greenlam Industries: Gets extended incentive package from AP govt. 👍🏼
IT, Platforms & Others
Macfos: Slightly better earnings; Net Profit ₹5.04 Cr. 🤞🏼Eco Recycling: Marginal dip in profits; ₹7.8 Cr vs ₹7.99 Cr YoY. 🤞🏼
Epigral: Board meet scheduled to discuss fundraising. 🤞🏼
Specialty & Materials
20 Microns: Slight dip in profit; ₹16.8 Cr vs ₹17.9 Cr. 🤞🏼Permanent Magnets: Ex-Date for ₹2 dividend. 🤞🏼
Consumer Durables & Writing
Flair Writing: Net Profit ₹28.6 Cr vs ₹26.5 Cr; Revenue ↑16%. 🤞🏼Capital Goods
Amber Enterprises: Neutral stance by JP Morgan; TP ₹7,350. 🤞🏼Apar Industries: Ex-date for ₹51 dividend. 🤞🏼
Building Materials
Orient Bell: Credit rating downgraded by CRISIL. 👎🏿Corporate Actions – Dividend / Rights / Ex-Dates
Dividend Ex-Dates (Today):Apar Ind: ₹51
Alembic Pharma: ₹11
Bosch: ₹512
Eveready: ₹1.5
GPT Healthcare: ₹1.5
Inox Wind (Rights): 5:78
Rane Holdings: ₹38
Rane Madras: ₹8
SRF: ₹4
Taparia Tools: ₹25
Dividend Ex-Dates (Tomorrow):
Aurionpro: ₹1
BASF India: ₹20
Cravatex: ₹12.5
EIH Ltd: ₹1.5
Hawkins Cookers: ₹130
JB Chemicals: ₹7
MM Forgings: ₹4
NOCIL: ₹2
Permanent Magnets: ₹2
VRL Logistics: ₹10

