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Why Aether is beating NIFTY by 7%
one oil-field customer went from ₹45 cr to ₹70 cr a quarter. the share ran ahead of that, then gave most of it back in four days
9 hrs ago
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Roshan
1
1
Why jewellery stocks are beating NIFTY by 31%
TBZ up 196.5%, Shanti Gold up 98.6%, D.P. Abhushan up 72.7% in three months, while the NIFTY 500 fell 4.1%. Titan, the biggest, fell 3.8%.
Oct 26
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Roshan
4
1
Why Alivus is beating NIFTY by 17%
up 12.5% in three months while the NIFTY 500 fell 4.1%. a record April to June profit, from customers other than Glenmark, then the price held while the…
Oct 25
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Roshan
2
1
RBZ Jewellers says ₹10–12 Cr of last year's ₹55 Cr profit came from gold going up
with gold flat in April–June, sales rose 60% but OPM fell from 17.2% to 14.8% as new store costs came in
Oct 23
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Roshan
3
1
Kross made ₹20 Cr profit in July to September, up from ₹8 Cr, as truck orders came back
sales went from ₹131 Cr to ₹235 Cr. OPM 13%, still under the 14–15% they promised in May
Oct 22
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Roshan
4
1
Pipavav port handled 53% more cars in April to June, while liquid cargo fell 47%
profit ₹104 Cr to ₹148 Cr. ₹31.6 Cr of that quarter's sales was a one-time export incentive
Oct 21
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Roshan
1
1
EPL sales up 25% in April–June, profit stuck at ₹101 Cr
price rises for costlier raw material, new plants and a higher tax rate took the gain. OPM 20.5% to 18.8%
Oct 20
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Roshan
2
3
1
Valiant Organics' margin went from 12% to 18% in a year, and no call has said why
sales ₹204 Cr to ₹232 Cr, profit ₹8 Cr to ₹29 Cr in April–June. the newest company file I have is a slide deck
Oct 19
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Roshan
5
1
Divi's OPM went from 30% to 41% in April–June. They say don't expect it all year
more custom work, trial batches and a ₹500 Cr stock build. management says not to expect 68% gross margin all year
Oct 18
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Roshan
3
1
Vijaya Diagnostic's profit went up 36% without a price rise
16.5% more tests, bigger check-up packages, and costs that mostly stay fixed. OPM 39% to 43% in April–June
Oct 17
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Roshan
6
1
APL Apollo now makes ₹5,500 on every ton of pipe, up from ₹4,000
a price rise from January 2025 held, even in a quarter when tons fell 20%
Oct 16
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Roshan
1
eMudhra's OPM went from 24% to 26% in April–June, partly because it sold fewer tokens
profit ₹25 Cr to ₹32 Cr. their own software abroad looks lasting, the Cryptas business in Europe not yet
Oct 15
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Roshan
1
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