Buffett on a better question to ask:

'What you should probably ask yourself is, 'who do you feel that you'd want to spend the last day of your life with them?' And then figure out a way to start meeting them tomorrow. And meet them as often as you can. Because why wait until…

Liquid Gold...

🥹

A few great Charlie Munger lines from the Berkshire movie this morning:

'Warren, if people weren't so often wrong, we wouldn't be so rich.'

'What I needed to get ahead was to compete against idiots. Luckily, there's a large supply.'

'It's not brilliance. It's avoiding…

Berkshire Hathaway's cash position reached a record $182 billion

By the end of June, cash reserves could exceed $200 billion

#BerkshireHathaway #WarrenBuffett

Anup Engineering #Q4FY24

Revenue at Rs 157 Crores, growth of 9% YoY

EBIDTA of Rs 37 Crores, growth of 24%
Margin at 23.7% vs 20.9%

Net Profit of Rs 43 Crore, growth of 121%

Order book - Rs 854 Crores

Extension of PS Bay at Kheda will be commissioned in Q1 FY25. This will…

VA TECH WABAG

Co Launches BLUE SEED - A pioneering initiative to empower promising start-ups in Water Sector

#wabag #StocksToWatch

Paras Defence

Co has received the contract from IFFCO worth Rs. 20 Crores for spraying of IFFCO Nano fertilizers

#StocksToWatch

#Coforge

Kahna kya chahte ho 2Bn ya 4Bn ya 6 Bn 🙄

Tata Power

Co Signs PPA with SJVN Limited to set up 460 MW Firm and Dispatchable Renewable Energy Project

Plant to generate nearly 3000 million units (MUs) of power and offset ~2,200 Mn. Kgs of CO2 emissions annually

With addition, the total renewables capacity of Tata power…

Rallis India

Company commissions a new automated 8000 MT Water-Soluble Fertiliser (WSF) Plant

The Company aims to become one of the top three players in the customised WSF business in India by FY28

#stocks #StockToWatch

VMS Industries #Q4Results

Revenue surged to 266 Cr, growth of 89% YoY

EBITDA reached to 1,0.5 Cr, growth of 110%

PAT surged to Rs 6 Cr, growth of 152%

Bagged New Orders worth approx. 168 Cr in June 2023.

#StockToWatch

Inox Wind

Management guidance -

800 MW for FY25 ( ~ 4100 Cr Rev )
1200 MW for FY26 ( ~ 6200 Cr Rev )

Revenue per MW ~ 5.2 Cr

EBITDA Margin would be around 14-15%

Targets to reach a portfolio of 6 GW of FY26
Current Order Book - 2.7 GW

Aims for 90 Days WC

#inoxwind …

INOX WIND #Q4FY24
Outstanding Performance 🔥🔥

Revenue jumps 190% YoY to 563 crores

EBITDA at 140 crores vs 25 Cr Loss

Net Profit at 38 crores vs 115 Cr Loss

Robust orderbook at ~ 2.7 GW, having a revenue potential > Rs 18,000 crores

Raised ~ Rs 1,300 crores from global…

Godrej Properties
#FY24 Updates

Highest ever annual sales - booking value stood at INR 22,527 crore

Highest ever annual collection of INR 11,436 crore in FY24 with YoY growth of 27%

Highest ever total net operating cashflow of INR 4,334 crore with YoY growth of 23%…

India must close gap with China on fibre deployment: Sterlite Tech MD

China is deploying 240 million fiber cable kms per year, which is nearly 12 times that of India, which has a population of comparable size.

Indian optical cable demand expected to grow 12.9% YoY in CY 2024 & at a CAGR of 15.5% through CY 2028

#Sterlite