• VRIGHT EXCHANGE posted an update in the group Research and Investment Spot

    3 months, 1 week ago

    Stocks-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