Sridhar Balakrishnan 🇮🇳🏆💰

IDEAFORGE TECH Q3 Result

NET LOSS AT 24 CR V 14.7 CR PROFIT (YOY), 13.7 CR LOSS (QOQ)

REVENUE DOWN 81 % AT 17.6 CR (YOY) ,DOWN 53 % (QOQ)

EBITDA LOSS AT 17.4 CR V 19.5 CR PROFIT (YOY), 15.8 CR LOSS (QOQ)

MARGINS AT -98.8 % V 21.5 % (YOY), -42.5% (QOQ)

ANANT RAJ; CLARIFICATION ON MEDIA REPORTS

As AI tools become more specialized, demand for data centers and computing capacity will increase, not decrease.

The Company's real estate business is unaffected by AI developments. Focused on colocation, most capital is spent on enhancing data center capacity.

The new "Ashok Cloud" IaaS offering excludes AI, and the Company does not offer PaaS or SaaS, so AI advancements won't impact its services.

SBI CARD Q3 NET PROFIT DOWN 30 % TO 383 CR YOY, DOWN 5 % QOQ

NII UP 13 % TO 1571 CR YOY,UP 5 % QOQ


MGL Q3 :SL NET PROFIT DOWN 20% AT 225.37CR (QOQ), DOWN 29% (YOY)

REVENUE UP 3% AT 1757.58CR (QOQ) ,UP 12% (YOY)

EBITDA DOWN 21% AT 314.42CR (QOQ), DOWN 30%(YOY)

MARGINS 17.89% V 23.28% (QOQ), 28.60% (YOY)

MGL Q3 V ESTIMATES

NET PROFIT AT 225 CR V EST 185 CR

REVENUE AT 1757 CR V EST 1752 CR

EBITDA AT 314 CR V EST 285 CR

MARGINS AT 17.9 % V EST 16.3 %


BHEL Q3 :CONS NET PROFIT UP 123 % AT 134 CR (YOY), UP 27 % (QOQ)

REVENUE UP 32 % AT 7277 CR (YOY) ,UP 11 % (QOQ)

EBITDA UP 41 % AT 304.5 CR (YOY),UP 11 %(QOQ)

MARGINS AT 4.18 % V 3.92 % (YOY), 4.18 % (QOQ)


STAR HEALTH Q3 NET PROFIT DOWN 26 % TO 215 CR YOY

NET EARNED PREMIUM UP 15.4 % TO 3800 CR YOY

OPERATING PROFIT DOWN 46 % TO 152 CR YOY

UNDERWRITING LOSS AT 49 CR V UNDERWRITING PROFIT 114 CR YOY


JENBURKT PHARMA Q3 :CONS NET PROFIT UP 20 % AT 6.5 CR (YOY), DOWN 32 % (QOQ)

REVENUE UP 3 % AT 36.89 CR (YOY) ,DOWN 32 % (QOQ)

EBITDA UP 23 % AT 8.81 CR (YOY),DOWN 23 %(QOQ)

MARGINS AT 23.9 % V 20.14 % (YOY), 27.7 % (QOQ)


BAZAAR STYLE Q3 :CONS NET PROFIT DOWN 21 % AT 30.41 CR (YOY), 8.93 CR LOSS (QOQ)

REVENUE UP 24 % AT 411 CR (YOY) ,UP 32 % (QOQ)

EBITDA UP 10 % AT 83.8 CR (YOY),UP 242 %(QOQ)

MARGINS AT 20.24% V 22.75% (YOY), 7.83 % (QOQ)

HOME FIRST Q3 NET PROFIT UP 23 % TO 97.3 CR YOY, UP 6 % QOQ

NII UP 21 % TO 1631 CR YOY, UP 4 % QOQ


JSW ENERGY Q3 :CONS NET PROFIT DOWN 32 % AT 157 CR (YOY), DOWN 83 % (QOQ)

REVENUE DOWN 6 % AT 2401 CR (YOY) ,DOWN 26 % (QOQ)

EBITDA DOWN 21 % AT 876 CR (YOY),DOWN 48 %(QOQ)

MARGINS AT 36.5 % V 43.7 % (YOY), 52.05 % (QOQ)


RR KABEL Q3 :CONS NET PROFIT DOWN 9 % AT 68.5 CR (YOY), UP 38 % (QOQ)

REVENUE UP 9 % AT 1782 CR (YOY) ,DOWN 2 % (QOQ)

EBITDA DOWN 2 % AT 111 CR (YOY),UP 25 %(QOQ)

MARGINS AT 6.22 % V 6.91 % (YOY), 4.92 % (QOQ)


IDEAFORGE TECH Q3 :CONS NET LOSS AT 24 CR V 14.7 CR PROFIT (YOY), 13.7 CR LOSS (QOQ)

REVENUE DOWN 81 % AT 17.6 CR (YOY) ,DOWN 53 % (QOQ)

EBITDA LOSS AT 17.4 CR V 19.5 CR PROFIT (YOY), 15.8 CR LOSS (QOQ)

MARGINS AT -98.8 % V 21.5 % (YOY), -42.5% (QOQ)

SOM DISTILLERIES Q3:CONS NET PROFIT UP 63 % AT 899 CR (YOY), UP 143 % (QOQ)

NET REVENUE UP 13 % AT 301 CR  (YOY) ,UP 4 % (QOQ)

EBITDA UP 13  % AT 36.03 CR (YOY),UP 6 %(QOQ)

MARGINS AT 11.95 % V 11.95 % (YOY), 11.7 % (QOQ)

BHEL Q3 :CONS NET PROFIT UP 123 % AT 134 CR (YOY), UP 27 % (QOQ)

REVENUE UP 32 % AT 7277 CR (YOY) ,UP 11 % (QOQ)

EBITDA UP 41 % AT 304.5 CR (YOY),UP 11 %(QOQ)

MARGINS AT 4.18 % V 3.92 % (YOY), 4.18 % (QOQ)

Petronet LNG Wins order for sale of 250 KTA Propylene and 11 KTA Hydrogen from Petrochemical Complex at Dahej to Deepak Phenolics.

CANARA BANK Management Says Will Easily Surpass Growth Rate Of 10%

Interested In Retail Term Deposits

Have 8% Excess Statutory Liquidity Ratio In Balance Sheet

Garnering Deposits At A High Cost Is A Concern

If Liquidity Improves, Garnering Deposits Is Not A Constraint - CNBCTV18

SUZLON: Q3 CONS NET PROFIT UP 91% AT 387.7CR (YOY), UP 93% (QOQ)

REVENUE UP 91% AT CR (YOY) ,UP 42% (QOQ)

EBITDA UP 106% AT 493.5CR (YOY), UP 74%(QOQ)

MARGINS 16.62% V 15.46% (YOY), 13.55% (QOQ)

COLGATE Q3

NET PROFIT AT 322 CR V EST 337 CR

REVENUE AT 1461 CR V EST 1493 CR

EBITDA AT 454 CR V EST 473 CR

MARGINS AT 31 % V EST 31.7 %

BOSCH Q3: CONS NET PROFIT DOWN 12% AT 458.1CR (YOY), DOWN 15% (QOQ)

REVENUE UP 6% AT 4465.7CR  (YOY) ,UP 2% (QOQ)

EBITDA UP 1% AT 582.6CR (YOY), UP 4%(QOQ)

MARGINS 13.04% V 13.75% (YOY), 12.75% (QOQ)

Syrma SGS Q3: CONS NET PROFIT UP 161% AT 53CR (YOY), UP 34% (QOQ)

REVENUE UP 23% AT 869.2CR  (YOY) ,UP 4% (QOQ)

EBITDA UP 100% AT 79.06CR (YOY), UP 11%(QOQ)

MARGINS 9.09% V 5.58% (YOY), 8.52% (QOQ)

Mukesh Ambani Owned Companies

Company: % Down From High

Reliance Ind -24%
Lotus Chocolate -63%
SW Solar: -61%
NW 18 -60%
Balaji Tele -52%
Hathway Cables -47%
HFCL:-46% ( 4.90%)
Den Network -45%
Alok Ind -45%
Jio Financial -42%
RIIL -41%
Just Dial -38%
EIH -37%

*News Headlines from Business News Agencies:*

*Business Standard*

📝 RBI announces slew of measures to inject liquidity to banking system
📝 Doosan Skoda Power aims to raise up to $115 million in Prague IPO
📝 Asian healthcare market to touch $5 trillion by 2030, says BCG report
📝 Flexible workspace operators bullish on growth, raise equity: Report
📝 India, China should commit to mutual understanding not suspicion, says Chinese FM
📝 Budget 2025: Brokerages predict income tax cuts, consumption boost
📝 Omaxe to invest Rs 2,800 cr in real estate projects under BeTogether brand
📝 Slice to rebrand as Slice Small Finance Bank after North East SFB merger
📝 JSW Group to invest Rs 2,600 cr in copper mines, plant in Jharkhand
📝 Apple to improve Siri, in-house AI models before adding new tools: Report
📝 Jindal Stainless seeks nil import duty on molybdenum ore, raw materials
📝 Epigral Q3 result: PAT more than doubles to Rs 103.63 cr, shares up 5.57%
📝 LT Foods Q3 result: PAT down 5% to Rs 145 cr, total income at Rs 2,288.2 cr

*Economic Times*

📝 Tata's Air India Express to serve all three Delhi NCR airports this summer
📝 VoltUp announces successful completion $8 mn seed funding round
📝 RBI supersedes board of Aviom India Housing Finance on governance concerns
📝 Union Budget: Govt to tighten fiscal purse despite slowing economic growth, shows poll
📝 Highway development gave a boost to economic growth: IIM Bangalore Study
📝 China+1 opens larger share for India in global pharma manufacturing beyond generics: BCG report
📝 DLF aims Rs 23,000 cr from sale of remaining 247 ultra-luxury homes in Gurugram's 'Dahlias' Project
📝 ITC Hotels shares to be listed on exchanges on Jan 29
📝 Bajaj Housing Q3 PAT rises 25% YoY to Rs 548 cr
📝 Policybazaar's parent firm eyes 25% stake in PB Healthcare; to invest Rs 860 cr for establishing hospitals
📝 Arvind SmartSpaces inks pact to jointly develop 440-acre industrial park in Ahmedabad region

*Mint*

📝 Sridhar Vembu steps aside as Zoho CEO to embrace 'Chief Scientist' role
📝 PM Narendra Modi speaks with President Donald Trump: Sources
📝 TCI Q3 profit rises 27 pc to ₹102 crore on strong 3PL demand
📝 IOC Q3 Results: Net profit plummets 64% to ₹2,874 crore; stock down 4%
📝 Adani Total Gas Q3 Results: Net profit declines 19% yoy to ₹142.38 crore
📝 ACC Q3 Results: Net profit rises 103% YoY to ₹1,091.73 crore
📝 Apple seeks Indian suppliers, begins talks with Bharat Forge: Report
📝 AI alert: Chinese GenAI tools have begun to startle the world
📝 MyGate to double revenue in FY25, eyes 30-50% growth in next few years
📝 India inks ₹3,800 cr BrahMos missile deal with Indonesia
📝 Coal India Q3 result: Profit falls 17.5% YoY; dividend of ₹5.60 declared
📝 India to ditch privatisation plans, pour billions in state-run firms: Reuters

AARTIDRUGS, ABDL, ACMESOLAR, *ADANIPOWER*, *AMBUJACEM*, ARVSMART, ASAHIINDIA, ASKAUTOLTD, *BAJFINANCE*, BANSALWIRE, BLUEDART, BLUEJET, BLUESTARCO, BRIGADE, CAMS, CARTRADE, CHALET, CHOICEIN, CRAFTSMAN, DATAMATICS, DEEPAKFERT, ECLERX, FILATEX, FINOPB, FLUOROCHEM, GABRIEL, IMFA, INDIANB, JBMA, JKPAPER, JSL, JWL, KPITTECH, *MARUTI*, MASFIN, OLECTRA, ONESOURCE, ORIENTELEC, POWERINDIA, QUESS, RADICO, RAMRAT, RANEENGINE, *RAYMOND*, RBA, SAMHI, SMCGLOBAL, *SRF*, *TATAMOTORS*, TEAMLEASE, TMB, USHAMART, VAIBHAVGBL, *VOLTAS*, VSSL, WEL, WESTLIFE

*AMBUJACEM* YoY
* Revenue expected at Rs 8510 crore versus Rs 8128 crore
* EBITDA expected to be seen at Rs 1483 crore versus Rs 1732 crore
* EBITDA margin expected to be seen at 17.43% versus 21.31%
* Net profit expected to be seen at Rs 762 crore versus Rs 823 crore

*BAJFINANCE* YoY
* NII expected at Rs 10381 crore versus Rs 7655 crore
* EBIT expected to be seen at Rs 7436 crore versus Rs 6143 crore
* EBIT margin expected to be seen at 59.12% versus 66.06%
* Net profit expected to be seen at Rs 4127 crore versus Rs 3639 crore

*MARUTI* YoY
* Revenue expected at Rs 38726 crore versus Rs 33308 crore
* EBITDA expected to be seen at Rs 4498 crore versus Rs 3907 crore
* EBITDA margin expected to be seen at 11.61% versus 11.73%
* Net profit expected to be seen at Rs 3687 crore versus Rs 3130 crore

*SRF* YoY
* Revenue expected at Rs 3387 crore versus Rs 3053 crore
* EBITDA expected to be seen at Rs 565 crore versus Rs 565 crore
* EBITDA margin expected to be seen at 16.68% versus 18.53%
* Net profit expected to be seen at Rs 223 crore versus Rs 253 crore

*TATAMOTORS* YoY
* Revenue expected at Rs 116912 crore versus Rs 110577 crore
* EBITDA expected to be seen at Rs 15772 crore versus Rs 15418 crore
* EBITDA margin expected to be seen at 13.90% versus 13.94%
* Net profit expected to be seen at Rs 6643 crore versus Rs 7113 crore

*VOLTAS* QoQ
* Revenue expected at Rs 3024 crore versus Rs 2619 crore
* EBITDA expected to be seen at Rs 205 crore versus Rs 162 crore
* EBITDA margin expected to be seen at 6.78% versus 6.19%
* Net profit expected to be seen at Rs 157 crore versus Rs 134 crore