askbiswanath2025

askbiswanath2025

​Jupiter Wagons Limited (JWL) is an Indian company specializing in the manufacture of railway wagons, passenger coaches, and related components. They cater to clients such as Indian Railways and private wagon owners. Business Model & Competitive Edge :- JWL operates in multiple segments, including the production of open and covered wagons, passenger coaches,...

askbiswanath2025

Bikaji Foods leverages its heritage and robust supply chain to maintain a stronghold in India’s snack market. Strategic post-IPO investments in innovation and global outreach position it for sustained growth amidst competitive and evolving consumer landscapes. Recent Developments: - New Launches: Expanded into ready-to-eat meals and premium snack segments. -...

askbiswanath2025

Industry Tailwinds 1. Organized Retail Shift - Migration from unorganized (65-70%) to organized jewelry retail 2.Wedding Market Growth - Indian wedding industry expanding at 25-30% annually 3.Premiumization Trend - Growing preference for branded, design-focused jewelry 4.Lifestyle Product Expansion - Opportunity in adjacent lifestyle categories 5.Digital...

askbiswanath2025

Bearish Risks : High Valuations: Nifty 50 P/E ~22x (above 10year avg. of 20x). Global Macro Risks: US Fed rate cuts delayed, geopolitical tensions (China, Middle East). Sector Specific Pressures: IT (slow growth), FMCG (Rural demand lag). 1. Growth Guidance & PLI Scheme Revenue Growth (FY25–27E): 15–18% CAGR (store expansion + SSSG). EBITDA...

askbiswanath2025

1. Short Term (2025-2026): Cautiously Optimistic Bullish Factors: Strong GDP Growth (6.57%): India remains the fastest growing major economy. Corporate Earnings Growth (12-15% CAGR): Driven by banking, consumer, and infrastructure sectors. FII Inflows Returning: Global funds shifting back to EM equities, including India. Election...

askbiswanath2025

IFB Industries Limited originally known as Indian Fine Blanks Limited started its operations in India in 1974 in collaboration with Heinrich Schmid AG of Switzerland. It is engaged in the business of manufacturing diverse parts and accessories for motor vehicles etc. and home appliances products. Home Appliances Division (82% of revenue) - covers domestic...

askbiswanath2025

Whirlpool of India Ltd is one of the leading manufacturers and marketers of major home appliances in the country. Promoted by Whirlpool Corporation, USA, the company is a leading global kitchen and laundry appliances manufacturer. Its brand portfolio includes Whirlpool, KitchenAid, Maytag, Consum, Brastemp, and Amana. In 2023, it reported sales of approximately...

askbiswanath2025

Amber Enterprises India Ltd incorporated in 1956, has a 23.6% share in the total Room Air Conditioner market and is a prominent solution provider for the Air conditioner OEM/ODM Industry in India. Amber Enterprises is India’s largest player in the Room AC (RAC) outsourced manufacturing space, with:- ~60% market share in RAC contract manufacturing. Clients...

askbiswanath2025

Saksoft Ltd is engaged in providing business intelligence and information management solutions predominantly to mid-tier companies based out of USA and UK. It was established in 1999 by Autar Krishna and his son Mr Aditya Krishna. The company is a leading Digital Transformation Solution Partner for clients across various countries. It provides services like...

askbiswanath2025

KPI Green Energy Ltd incorporated in 2008, is part of KP Group. They develop, build, own, manage, and maintain renewable power facilities (solar and wind solar hybrid power project) as an Independent Power Producer (IPP) and as a service provider to Captive Power Producers (CPPs) under the ‘Solarism’ brand. The company develops solar and hybrid power plants under...

askbiswanath2025

Sula Vineyards Limited incorporated in 2003, is India's largest wine producer and seller as of March 31, 2022. The company also distributes wines under a bouquet of popular brands including "RASA," "Dindori", "The source," "Satori", "Madera" & "Dia" with its flagship brand "Sula" being the "category creator" of wine in India. Production of wine, import and...

askbiswanath2025

TARC Ltd. (The Anant Raj Corporation) started out as a construction and contracting company and evolved to become one of the largest real estate development companies and land bank holders in the New Delhi Metropolitan Area. The company‘s key developments are across verticals like Residential, Hospitality, Commercial and Retail projects. The name of the company...

askbiswanath2025

JTL Infra Ltd is an integrated manufacturer and supplier of steel tubes, pipes and allied products with manufacturing facilities in India. The company's product offerings include Electric Resistance Welding (ERW) black and hollow steel tubes, pipes, and value-added products such as solar module mounting structures/panels and hot-dipped galvanized steel tubes and...

askbiswanath2025

KPIT is a global technology company with software solutions that will help mobility leapfrog towards autonomous, clean, smart and connected future. With 13000+ Automobelievers across the globe, specializing in embedded software, AI & Digital solutions, KPIT enables customers accelerate implementation of next generation mobility technologies . With development...

askbiswanath2025

Electronics Mart India Limited incorporated in 1980,is the 4th largest consumer durable and electronics retailer in India. The company offers a diversified range of products with a focus on large appliances (air conditioners, televisions, washing machines, and refrigerators), mobiles and small appliances, IT, and others. The company's offering includes more...

askbiswanath2025

CDSL's market share in demat accounts has shown a consistent upward trend over the years. Here's a breakdown of the changes: Overall Market Share: * In **FY 2018-19, CDSL held 48% of the total demat accounts in India. * This increased to 52%in FY 2019-20. * By FY 2020-21, CDSL's market share had grown to 61%. * It further rose to 70% in...

askbiswanath2025

Time Technoplast Limited held a conference call on February 12, 2025, to discuss their Q3 and 9 Months FY '25 earnings. Management, led by Managing Director Bharat Kumar Vageria, presented the company's financial performance, highlighting a 14% volume growth and an 11% revenue increase over the nine-month period. They also noted a significant 28% rise in profit...

askbiswanath2025

Based on the historical Data, NTPC has a comprehensive renewable energy expansion strategy with the ambitious goal of achieving **60 GW of renewable capacity by 2032 . This strategy involves several key components and focuses heavily on its subsidiary, NTPC Green Energy Limited (NGEL). Here is an outline of NTPC's renewable energy expansion strategy: 1. ...