Jaspreet Singh

VA Tech Wabag – Key Highlights! 🎯 Valuation: Target price ₹1,870 (25x FY27E EPS) 🔸 Market Cap: ₹9,100 Cr | Enterprise Value: ₹8,885.8 Cr 🔸 Debt & Cash: ₹422.6 Cr gross debt vs ₹636.8 Cr cash (H1FY25) 🔸 52-Week Range: ₹1,944 / ₹650 per share 🌱 Growth Focus: Revenue CAGR ~16.2% | PAT CAGR ~23.7% (FY24-27E) 🔸 Strong Order Book: ₹14,263 Cr (9MFY25) | Targeting ₹16,000 Cr in FY25 🔸 ROCE Improvement: 18.3% (H1FY25) → 21.9% (FY27E) 🔸 Asset-Light Model: Higher O&M revenues to improve cash flows 🔻 Key Risks: Execution delays, and rising receivables impacting the WC cycle.

Turnaround Stories in Q3FY25! 💹 These companies reported a negative PAT 12 months ago but have achieved a positive PAT in Q3FY25.

Strong earnings, strong potential! These 13 companies delivered Q3FY25 Results - Check out their target prices...

EV Revolution: MG Speeds Past Tata! MG Motor's Windsor EV has zoomed past Tata Nexon EV to become the top-selling electric vehicle in India! As of January 31, Windsor EV has sold a whopping 13,997 units, nearly doubling the sales of its closest competitor, Tata Nexon EV. So, what's behind Windsor EV's phenomenal success? Its game-changing BaaS (battery as a service) pricing structure! Here's the winning formula: - Initial vehicle price: ₹9.99 lakhs - Battery rental model: ₹3.5 per km - Lifetime battery warranty for first owner - 60% assured buyback value after 3 yrs - Free public charging for 1st year Tata Motors, once the leader in EV sales, has slipped to second position. This shift has had a significant impact on the market, with Tata Motors' stock plummeting 40% from its life high.

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🔸 Bank of Baroda - Gross advances up 14.5% YoY to Rs 11.7 lakh cr - Asset quality improved, with GNPA reducing to 2.4%. 🔸 Hikal Ltd - The pharma business grew 10% YoY to Rs 293 cr - EBITDA margin expanded to 16.1%​. 🔸 IndusInd Bank - Advances up 12.2% YoY to Rs. 3,66,889 cr, driven by corporate loan growth of 16% YoY. 🔸 Kajaria Ceramics - Tiles sales volumes grew 7% YoY & revenue up 2.8% YoY. - Expects a 10% revenue CAGR over FY24-27. 🔸 KEC International - Order inflows for 9MFY25 rose 70% YoY to Rs 22,040 cr, strengthening the company’s project pipeline. - Revenue grew by 7% YoY. 🔸 Maruti Suzuki - Sales volume up 13% YoY to 5.66 lakh units. 🔸 Protean eGov - The company’s PAN card issuance market share increased from 52.1% to 59.2% YoY, with 1.05 crore PAN cards issued in Q3FY25. - Secured a Rs. 161 crore mandate from CERSAI to develop CKYCRR 2.0. 🔸 Tata Consumer - Consolidated revenue grew 17% YoY to Rs 4,444 cr, driven by 9% growth in India beverages and 11% in foods.

Market Alert! Did you know that despite recent market dips, over HALF of Nifty 50 companies are still trading above their long-term average valuations? A recent study reveals that 27 out of 47 Nifty companies are priced higher than their 10-year average valuations! But here's the interesting part: some companies are trading at discounted valuations, presenting potential buying opportunities! Check out the list to see which companies are trading above or below their long-term averages!

💊 Divi’s Lab Delivers Strong Q3 Growth! 🔸 Revenue is up ~25% YoY to ₹2319 crore, driven by Custom Synthesis (CS) up 44% and APIs up 8.4%. 🔸 EBITDA is up ~52% YoY to ₹743 crore, with margins expanding to 32% (+568 bps). 🔸 PAT is up ~65% YoY to ₹589 crore. 💡Our View: 🔸 Strong CS growth from phase-three project commercialization & new opportunities. 🔸 GLP-1 potential with advanced peptide synthesis capabilities. 🔸 API volumes are up despite pricing pressure. 🔸 ₹650-700 crore CS project investment set for 2027. 🔸 Kakinada project Phase-I production is underway, boosting capacity.

🚨 Budget 2025: Key Sectors! 🚨 Following sectors have positive outlook after the Union Budget 2025: 1. Footwear 2. Agriculture 3. Textile 4. Airline ancillaries 5. Hotels 6. Tourism 7. Domestic pipe manufacturers 8. Domestic agrochemical players 9. Geospatial and drone companies 10. Battery manufacturing plant companies 11. TV manufacturers 12. Metal recycler companies 13. Pharma companies importing and exporting drugs of cancer and rare diseases

🛑 Budget 2025: Key Highlights 🛑 🟢 No income tax on income up to ₹12 lakh _More disposable income for taxpayers._ ✅ Revised Tax Slabs: 🌲 0 - 4 lakh - Nil. 🌲 4 - 8 lakh - 5% 🌲 8 - 12 lakh - 10% 🌲12 - 16 lakh - 15% 🌲16 - 20 lakh - 20% 🌲20 –24 lakh - 25% 🌲Above 24 lakh - 30% Positive impact: ✅ Auto sector, especially Two-Wheeler & Passenger Vehicle space, as higher disposable income could drive demand. ✅ Consumer staple companies, as increased rural and urban consumer sentiment is expected due to tax relief and agricultural scheme benefits.