Friends, sharing Sovrenn Times of yesterday to spread awareness about Sovrenn Times. We have also clubbed Sovrenn Education and Sovrenn Times together so that one has access to both education and information at an excellent price making Sovrenn Times really powerful.
#HGInfra: Company has received Letter of Acceptance from North Central Railways for redevelopment of Kanpur Central Railway Station worth INR 677 Cr over 36 months.
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#TaylormadeRenewables: The Company has been selected as Technology Deployment Partner (TDP) of Bhabha Atomic Research Centre (BARC).
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#BaluForge: Ecotek General Trading LLC bought 14.5L shares at INR 109/share, aggregating to INR 15.8Cr. Tano Investment Opportunity Funds sold the same quantity of shares at the same price.
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#Exhicon: Vijay Kumar Pahwa bought 64k shares at INR 139/share, aggregating to INR 89L
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Macro news: Vehicle sales for Mar’23 up by 10% on a YOY basis
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This COMPANY is on track to achieve an annual revenue target of INR 3,300 Cr in FY25, INR 5,700 Cr in FY26 and INR 7,200Cr in FY27. (FY24Revenue: 1,745Cr).
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✍️Company Description
Sky Gold Limited specializes in designing, manufacturing, and marketing lightweight 18 & 22-carat gold jewellery. Operating on a B2B model, it supplies leading retailers like Malabar Gold, Joyalukkas, and Kalyan Jewellers. Its products are available in over 2,000 showrooms across India and 500+ globally.
🔸Key Metrics
Stock Name: Sky Gold Ltd.
Sector: Consumption
CMP: 322
Market Cap: 4,717Cr
FY24Revenue: 1,745Cr (v/s 1,154Cr in FY23)
FY23PAT: 40Cr (v/s 19Cr in FY23)
Q3FY25Revenue: 998Cr (v/s 460Cr in Q3FY24)
Q3FY24Revenue: 37Cr (v/s 9 Cr in Q3FY24)
This COMPANY gave the REVENUE GUIDANCE of 15% with an EBITDA margin of 20% to 21%.
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✍️Company Description
Tega Industries ltd. is a global leader in the field of designing and manufacturing of critical consumables for the mineral processing, mining and material handling industries.
🔸Key Metrics
Stock Name: Tega Industries Ltd.
Sector: Capital Goods
CMP: 1,509
Market Cap: 10,043C4
Promoter Holding: 74.8%
FY24Revenue: 1,493Cr (v/s 1,214Cr in FY23)
FY24PAT: 194Cr (v/s 184Cr in FY23)
Q3FY25Revenue: 409Cr (v/s 309Cr in Q3FY24)
Q3FY25PAT: 54Cr (v/s 36Cr in Q3FY24)
This COMPANY has an order book of 11,499Cr as on Dec-24. It also gave EXCELLENT RESULT.
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✍🏻Company Description
Transrail Lighting Ltd. is one of the leading Indian engineering, procurement and construction (“EPC”) companies with primary focus on power transmission and distribution business and integrated manufacturing facilities for lattice structures, conductors & monopoles
🔸Key Metrics
Stock Name: Transrail Lighting Ltd.
Sector: Power
CMP: 517
Market Cap: 6,942Cr
FY24Revenue: 4077Cr (v/s 3152Cr in FY23)
FY24PAT: 233Cr (v/s 108Cr in FY23)
Q3FY25Revenue: 1358Cr (v/s 837Cr in Q3FY4)
Q3FY25PAT: 93Cr (v/s 49Cr in Q3FY24)
This COMPANY with Current Capacity is adequate to achieve REVENUES of INR 2,500 Cr this year (82% GROWTH)
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✍️Company Description
Shakti Pumps India Ltd. is a leading integrated player manufacturer of solar/electricity operating submersible pumps and motor-in-house in India, catering to customers across the globe.
🔸Key Metrics
Company Name: Shakti Pumps (India) Ltd.
Sector: Capital Goods - Non Electrical Equipments
CMP: Rs. 992
Market Cap: 12,014Cr
Promoter Holding: 51.6%
FY24 Revenue: 1,371Cr (v/s 968Cr in FY23)
FY24 PAT: 24Cr (v/s 142Cr FY23)
Q3FY25 Revenue: 649Cr (v/s 496Cr in Q3FY24) Q3FY25 PAT: 104Cr (v/s 45Cr in Q3FY24)
✍️Company Description
Kay Cee Energy Ltd is an EPC company providing specialized services of construction and commissioning of power transmission and distribution system including overhead and underground lines, substation construction, automation etc. to various government authorities and private entities.
🔸Key Metrics
Stock Name: Kay Cee Energy and Infra Ltd
Sector: Power EPC
CMP: Rs. 338
Market Cap: 370Cr
Promoter Holding: 70.4%
FY24 Revenue: 64.5 Cr (v/s 61 Cr in FY23)
FY24 PAT: 7 Cr (v/s 6 Cr in FY23)
H1FY25 Revenue: 37 Cr (v/s 24 Cr in H1FY24)
H1FY25 PAT: 5 Cr (v/s 3 Cr in H1FY24)
This COMPANY targets INR 900 REVENUE Cr by FY27 with a Revenue CAGR of 25%+ and 18% EBITDA
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✍️Company Description
Tinna Rubber and Infrastructure Ltd is a recycler of End of Life Tyres (ELT) and producer of Crumb Rubber, MRP, and CRM. A pioneer in recycled rubber, Tinna serves the Infrastructure, Industrial, Consumer, and Steel sectors, ensuring high quality and reliability.