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The top 9 charts as of Dec 6, 2024 for cash market trading (using Technical Analysis): 1. WABAG.NS 2. TRIVENI.NS 3. PARAS.NS 4. JKPAPER.NS 5. HERITGFOOD.NS 6. DODLA.NS 7. HUDCO.NS 8. FLAIR.NS 9. CASTROLIND.NS The top 5 charts as of Dec 6, 2024 for futures trading (using Technical Analysis): 1. IEX.NS 2. JUBLFOOD.NS 3. DELTACORP.NS 4. ZYDUSLIFE.NS 5. TATACONSUM.NS #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

The top 4 charts as of Dec 5, 2024 for futures trading (using Technical Analysis): 1. SBICARD.NS 2. M&MFIN.NS 3. RELIANCE.NS 4. ONGC.NS The top 7 charts as of Dec 5, 2024 for cash market trading (using Technical Analysis): 1. FACT.NS  2. POLICYBZR.NS  3. FINCABLES.NS  4. TRIVENI.NS  5. HUDCO.NS  6. WSTCSTPAPR.NS  7. CASTROLIND.NS #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

The top 10 charts as of Dec 2, 2024 for futures trading (using Technical Analysis): 1. IPCALAB.NS 2. RAMCOCEM.NS  3. INDUSINDBK.NS  4. GODREJCP.NS  5. TATASTEEL.NS  6. M&MFIN.NS 7. MANAPPURAM.NS 8. CROMPTON.NS 9. SBIN.NS 10. ICICIGI.NS #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

The top 2 charts as of Dec 1st, 2024 for futures trading (using Technical Analysis): 1. BATAINDIA.NS 2. JKCEMENT.NS #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

Britannia Industries ($BRITANNIA) Q2 FY25 earnings: Revenue: ₹4,566 Cr (+4.5% YoY) Volume growth: +8% PAT: ₹531 Cr (-9.6% YoY) Key moves: Price hikes, cost optimizations, & scaling Route-to-Market 2.0 initiative. Challenges: Inflation in palm oil, wheat & cocoa. Read the full report here: https://lnkd.in/e8Vp6VgN Fundamental Insights: 1. Volume Growth Sustainability: Britannia achieved 8% volume growth, a continuation of strong performance over the past quarters. However, management is cautious about sustaining this growth amidst high inflation and price increases. 2. Strategic Price Increases: The company plans a 4-5% price hike across its portfolio over the next two quarters to mitigate inflationary pressures, particularly in commodities like palm oil and wheat. 3. Rural vs. Urban Dynamics: Rural markets are growing at double the pace of urban areas, but both segments remain under pressure due to macroeconomic conditions, including high housing costs in metros. 4. Route-to-Market 2.0 Initiative: Britannia is revamping its distribution strategy to focus on high-potential outlets and improve service stratification. This initiative is expected to cover 4.5 lakh outlets across 100 cities within 12-15 months. 5. Commodity Inflation Management: Despite strategic procurement, palm oil prices have risen by 45% due to a 40% import duty and supply constraints, with flour and cocoa also experiencing significant inflation. 6. Innovation Contribution: New product launches in the last 24 months contributed 2% to revenue, showcasing successful diversification into adjacent categories like protein bars and croissants. 7. Competitive Intensity: Smaller competitors are struggling with the dual impact of inflation and demand softness, providing Britannia an opportunity to consolidate its market share through disciplined pricing. 8. Expansion of Manufacturing Capacity: New factories in Uttar Pradesh, Bihar, and Tamil Nadu, along with expansions in Maharashtra, are strengthening Britannia’s production capabilities across categories. 9. E-commerce and Quick Commerce Growth: Modern trade, e-commerce, and quick commerce channels are showing strong growth, offsetting slower trends in traditional trade. 10. Global Expansion: Strong performance in international markets like the Middle East, supported by localized product strategies. #Britannia #sharemarket #stockmarket #stockmarketsindia #nifty

The top 10 charts as of Nov 29, 2024 for futures trading (using Technical Analysis) are as follows: 1. PEL.NS 2. BALKRISIND.NS 3. MFSL.NS 4. TATAMOTORS.NS 5. AMBUJACEM.NS 6. DELTACORP.NS 7. NAUKRI.NS 8. HINDUNILVR.NS 9. MANAPPURAM.NS 10. COLPAL.NS #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

🚨 Cipla Ltd. Q2 FY25 Results Highlighted Strong Growth! 🚨 Revenue: ₹7,051 Cr (+9% YoY) EBITDA Margin: 26.7% (Record!) PAT: ₹1,303 Cr (+17% YoY) North America +5% YoY, Africa +22% YoY 📈 Strategic progress in India, US, & Africa despite Goa facility scrutiny & supply chain hurdles. Read the full report here: https://lnkd.in/eadQTeus Fundamental Insights: 1. Lanreotide Supply Challenges: The supply issues for Lanreotide are primarily due to production-related constraints at the partner’s facility, exacerbated by unexpected demand and reconfiguration of production lines. These issues are expected to resolve by Q4 FY25, with a potential market share recovery. 2. Goa Facility Regulatory Status: The Goa site, critical for launching key products like generic Abraxane, is under FDA scrutiny following six observations. The company has responded to follow-up questions and anticipates resolving the observations within six months to a year. 3. US Business Erosion and Growth: Pricing erosion in the US market was about 10% YoY and 3–5% QoQ. Despite this, differentiated assets like Albuterol saw a market share increase to 19%, while the overall US business remains steady between $230M and $240M. 4. Africa Segment Growth: The Africa region, boosted by vaccine tenders and the integration of North Africa, delivered significant growth. Management confirmed this growth is sustainable, though tender revenue may fluctuate. 5. Consumer Health Rebound: The Consumer Health segment saw a strong 21% YoY growth, supported by strategic acquisitions like Astaberry. Management expects sustained growth, driven by robust brand performance. 6. Respiratory Pipeline Developments: Cipla remains on track to file for generic Advair and Symbicort by FY27. These filings will support Cipla’s focus on expanding its respiratory portfolio. 7. Capital Allocation and M&A Strategy: Cipla plans to utilize its $1 billion cash reserve for domestic acquisitions in India’s formulations space and US institutional portfolios. Dividend payouts and potential buybacks are also under consideration. 8. Generic Advair Development: Filing batches for generic Advair are underway, and its approval is contingent on a successful FDA inspection. Launch is anticipated in H1 FY26. 9. India Market Seasonality: A weaker-than-expected acute season affected trade generics, but chronic therapies like cardiac and respiratory continued to outperform. Management expects respiratory sales to rebound in Q3 due to seasonal triggers. 10. China Facility Potential: Cipla’s new facility in China, which has received FDA approval, is expected to support global respiratory product supply, enhancing its geographical reach in emerging markets. #Cipla $CIPLA #Pharma #Earnings #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

The top 10 charts as of Nov 28, 2024 for futures trading (using Technical Analysis) are as follows: 1. #MRF 2. #SHREECEM 3. #BANKNIFTY 4. #ABB 5. #BOSCHLTD 6. #POLYCAB 7. #SIEMENS 8. #NIFTY 9. #NAUKRI 10. #INDIGO #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty

Shriram Finance ($SHRIRAMFIN) Q2 FY25: NII +16.4% YoY to ₹5,607 Cr PAT +18.3% YoY to ₹2,071 Cr Disbursements +15.5% YoY ₹22 interim dividend, 5:1 split, housing fin sale. Full report: https://lnkd.in/ebBP4UQ2 Fundamental Insights: 1. Resilient Asset Quality Amid Industry Stress: Despite increasing slippages for competitors, Shriram Finance saw improved Gross Stage 3 loans, attributed to better local economic activity and lower exposure to stressed segments like unsecured and MFI loans. 2. Operating Expense Increase Explained: The 8% QoQ rise in operating expenses was driven by higher fees paid to sourcing agents for two-wheeler and other loans, along with branding costs, which are not expected to recur at this level in future quarters. 3. Stable Asset Quality Outlook: Management expressed confidence in maintaining current asset quality levels, supported by strong economic activity, infrastructure spending, a favorable monsoon, and better Minimum Support Prices (MSP) for crops. 4. Selective Personal Loan Growth: Stress in the BNPL and small-ticket personal loan markets led the company to tighten lending criteria for existing customers. Management plans to cautiously scale this portfolio after market stabilization. 5. Gold Loan Strategy Shift: Growth in the gold loan portfolio slowed due to reduced loan-to-value (LTV) ratios (now 60%-65% from 70%-73%) to mitigate the risk of NPAs from rapidly breaching the regulatory LTV limit. 6. Used Vehicle Portfolio Advantage: The company’s focus on financing used vehicles, which benefit from higher utilization and steady pricing, contributed to lower slippage rates compared to competitors focused on new vehicles. 7. Merger-Driven Consistency: The merger of Shriram entities has contributed to operational stability and consistency in performance, with potential for further gains as cross-selling and product reach expand (Shriram Capital Limited, Shriram City Union Finance Limited and Shriram Transport Finance Company Limited merged to form “Shriram Finance Limited in Dec 2021). 8. Diversified Funding Mix: The company’s cost of liabilities remained stable at 8.97% due to a well-diversified funding structure, including term loans, securitization, and external commercial borrowings. 9. Moderate Margin Growth Expected: Net Interest Margins (NIMs) are anticipated to remain steady, with management indicating no immediate impact from potential RBI rate cuts. 10. AUM Expansion: Total AUM rose by nearly 20%, driven by strong demand across product segments. #ShriramFinance #sharemarket #stockmarketsindia #nifty #banknifty

Power Grid Corp of India Ltd. ($POWERGRID) Q2 FY25 results: Revenue: ₹11,846 Cr (+3% YoY) PAT: ₹3,793 Cr (flat YoY) ₹4,000 Cr projects commissioned in Q2 Robust ₹1.43T pipeline, with HVDC & REZ growth ahead Full report: https://lnkd.in/e7c8DXCS Fundamental Insights: 1. National Electricity Plan (NEP) Project Progress: Of the ₹9.16 lakh crore planned under NEP, ₹3 lakh crore worth of projects are already executed or tendered. The remaining ₹6.16 lakh crore is expected to be bid out in the coming years. 2. Equipment Ordering for Key Projects: Approximately 80% of the ₹1.43 lakh crore projects (excluding HVDC and offshore wind) have already been awarded, with most equipment procurement completed. 3. CapEx and Capitalization Targets: For FY2024-25, the CapEx and capitalization target is ₹18,000 crore. For FY2025-26, it is projected to increase to ₹25,000–₹30,000 crore, with further growth to ₹35,000–₹40,000 crore by FY2026-27. 4. HVDC Project Focus: The Khavda-Nagpur HVDC project is valued at ₹24,000 crore, with terminals accounting for 65%-70% of the cost. This is indicative of the high investment in advanced transmission systems. 5. Revenue Dynamics for RTM and TBCB Assets: Revenue from legacy RTM (regulated tariff mechanism) assets is gradually decreasing due to lower depreciation rates and reduced loan interest payments. This is being offset by incremental revenue from newer TBCB (tariff-based competitive bidding) projects. 6. O&M Cost Reduction: The new CERC tariff regulation for 2024–29 has reduced O&M charges by ₹600 crore for the full year, impacting profitability by approximately ₹300 crore for H1 FY2024-25. 7. Return on Equity (RoE) Observations: Analysts expressed concerns about RoE sustainability for TBCB projects due to competitive bidding. Management clarified that while tariffs might appear lower initially, incremental tariffs from newly commissioned projects will stabilize returns. 8. Smart Meter Deployment: POWERGRID is actively working on smart meter installations in Gujarat, with 63 lakh meters planned. Of this, 28 lakh meters have been awarded, with 1 lakh already installed. 9. EESL Joint Venture Losses: A ₹100 crore loss was attributed to Energy Efficiency Services Limited (EESL) in H1 FY2024-25. Efforts are ongoing to recover receivables from urban local bodies and utilities with ministry-level intervention. 10. Bid Success Rate and Future Prospects: POWERGRID expects to maintain a 50% success rate in project bids, particularly for interstate transmission systems. This aligns with a robust pipeline of ₹84,000 crore in projects currently under bidding and a potential ₹3 trillion in CapEx by 2032. #PowerGrid #sharemarket #stockmarket #stockmarketsindia #nifty #banknifty #energy