Sumit Mehrotra (@sumitresearch) 's Twitter Profile
Sumit Mehrotra

@sumitresearch

Former Anchor @CNBC_Awaaz, @ZeeBusiness. tweets are personal

Instagram: instagram.com/sumitresearch

youtube.com/@sumitresearch…

ID: 935811748048748544

linkhttps://www.youtube.com/playlist?list=PLSbrpwmzi3x8Gcvsc6PQYDRn8Xr8n3TVd calendar_today29-11-2017 10:04:42

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26th May 2025 : Prov figs: Rs.crs* *FIIs: +136 Cr *DIIs: +1,746 Cr 2nd May : +2,770 Cr 5th May: + 498 Cr 6th May : + 3,795 Cr 7th May : +2,586 Cr 8th May : +2,008 Cr 9th May : -3,799 Cr 12th May: +1,246 Cr 13th May: -477 Cr 14th May: +932 Cr 15th May: +5,393

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Promoter selling in 10 Days प्रमोटर बेच रहे हिसा, रिटेलर देख रहे ग्रोथ गाइडेंस. 1) KPR Mill: 1107/Sh 2) JSW Infra: 288/Sh 3) Bharti Airtel: 1800/Sh 4) Wendt India: 6500/Sh 5) Paras Defence: 1664/Sh 6) Indigo: 5175/Sh 7) Sagility: 38/Sh 8) TD Power: 460/Sh 9) PG

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CON CALL 9 KPI GREEN ENERGY Financials: •Q4 FY25: Revenue ₹577.8 Cr (+97% YoY), PAT ₹104.2 Cr (+142% YoY) •FY25: Revenue ₹1,755.2 Cr (+70.3% YoY), PAT ₹325.3 Cr (+101% YoY) Business Model: •Revenue Mix: CPP 87%, IPP 13% •CPP: Fast execution, lower capex, ~20-22%

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27th May 2025 : Prov figs: Rs.crs* *FIIs: +348 Cr *DIIs: +10,104 Cr 2nd May : +2,770 Cr 5th May: + 498 Cr 6th May : + 3,795 Cr 7th May : +2,586 Cr 8th May : +2,008 Cr 9th May : -3,799 Cr 12th May: +1,246 Cr 13th May: -477 Cr 14th May: +932 Cr 15th May: +5,393

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CON CALL 10 CEAT Financials: •Record revenue of INR 13,218 Cr (+11% YoY). •FY25 PAT at INR 449.6 Cr (vs 614.5 Cr YoY). •EPS: INR 116.84; Dividend: INR 30/share. Key Segments: •Strong growth in 2W and TBR; OEM rebound in Q4. •Export growth solid YoY but Q4 saw pressure.

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28th May 2025 : Prov figs: Rs.crs* *FIIs: +4,663 Cr *DIIs: +7,912 Cr 2nd May : +2,770 Cr 5th May: + 498 Cr 6th May : + 3,795 Cr 7th May : +2,586 Cr 8th May : +2,008 Cr 9th May : -3,799 Cr 12th May: +1,246 Cr 13th May: -477 Cr 14th May: +932 Cr 15th May: +5,393

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CON CALL 11 SALZER ELECTRONICS Core Business: Strong growth in industrial switchgear (+29% YoY) and wires & cables (+14% YoY); core EBITDA margin ~9%. •Smart Meters: ₹500cr FY26 revenue target (vs ₹5cr in FY25); B2B model to AMISPs with 12–14% margin. •EV Chargers:

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CON CALL 12 SJS ENTERPRISE Q4 •Revenue crossed ₹200 Cr for the first time; up 7.3% YoY. •PAT up 24.1% YoY; margins strong (EBITDA 26.1%, PAT 16.8%). •FY25 revenue at ₹760.5 Cr (+21.1%), PAT ₹118.8 Cr (+39.2%). Key Highlights •Major Hero MotoCorp order win; exports

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30th May 2025 : Prov figs: Rs.crs* *FIIs: -6,450 Cr *DIIs: +9,096 Cr 2nd May : +2,770 Cr 5th May: + 498 Cr 6th May : + 3,795 Cr 7th May : +2,586 Cr 8th May : +2,008 Cr 9th May : -3,799 Cr 12th May: +1,246 Cr 13th May: -477 Cr 14th May: +932 Cr 15th May: +5,393

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CON CALL 13 SHARDA MOTORS •FY25 Revenue: ₹2,836.6 Cr (+1% YoY) — impacted by pass-through catalyst pricing. •Gross Profit: ₹740.3 Cr (+11% YoY) — reflects strong underlying growth. •EBITDA Margin: Improved to 14% (vs 12.9% in FY24). •PAT: ₹314.9 Cr. Strategic

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CON CALL 14 KP ENERGY(KPEL) Revenue: ₹958.5 cr (+97% YoY); PAT: ₹115.3 cr (+98% YoY); EPS: ₹17.3 •Q4 Performance: Revenue ₹408.6 cr (+88%), PAT ₹45.8 cr (+84%) •Order Book: 2.26 GW (~₹2,800 cr); execution driving reduction from ₹3,150 cr •Pipeline: 3.5 GW; ~500 MW

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CON CALL VA TECH WABAG FY25 Snapshot •Record FY25: Peak in order book, revenue, EBITDA, PAT, free cash, and net cash. •Order Intake: ₹6,000 Cr booked; ₹3,000 Cr as L1. Backlog at 4x revenue. •Margins: EBITDA at 13%, PAT at 9%. ROE 15%. Net cash positive. •Focus:

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2nd June 2025 : Prov figs: Rs.crs* *FIIs: -2,589 Cr *DIIs: +5,314 Cr 2nd May : +2,770 Cr 5th May: + 498 Cr 6th May : + 3,795 Cr 7th May : +2,586 Cr 8th May : +2,008 Cr 9th May : -3,799 Cr 12th May: +1,246 Cr 13th May: -477 Cr 14th May: +932 Cr 15th May: +5,393