Artha Capital

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Results to watch out this week- 20th January, 2025 •Zomato •IRFC •Dixon Technologies •Indian Overseas Bank •IDBI Bank •Oberoi Realty •Paytm •Supreme Industries •Central Bank of India •APL Apollo Tubes •L&T Finance •Multi Commodity Exchange of India •ICICI Securities •Mangalore Refinery and Petrochemicals •Newgen Software Technologies •Karur Vysya Bank •Jammu and Kashmir Bank 21st January, 2025 •ICICI Prudential Life Insurance Company •UCO Bank •KEI Industries •Tata Technologies •Dalmia Bharat •PNB Housing Finance •Aditya Birla Real Estate •Indiamart Intermesh •India Cements •Tanla Platforms •South Indian Bank •Manorama Industries •Cyient DLM 22nd January, 2025 •HDFC Bank •Hindustan Unilever •Pidilite Industries •BPCL •Polycab India •Persistent Systems •COFORGE LIMITED •Tata Communications •HUDCO •Kaynes Technology India •Heritage Foods 23rd January, 2025 •UltraTech Cement •Adani Green Energy Limited •Dr Reddys Laboratories •Mankind Pharma •United Spirits •INDUS TOWERS •HPCL •MphasiS •Nippon Life India Asset Management •Sona BLW Precision Forgings •Syngene International •KFin Technologies •Cyient •Tejas Networks •Indian Energy Exchange •TTML •Glenmark Life Sciences •Ion Exchange •Ujjivan Small Finance Bank •V2 Retail •Greaves Cotton •SG MART 24th January, 2025 •JSW Steel •DLF •Interglobe Aviation •Godrej Consumer Products •Torrent Pharmaceuticals •Bank Of India •AU Small Finance Bank •Laurus Labs •Jindal Saw •Trident •CreditAccess Grameen •Granules India •Shakti Pumps •Intellect Design Arena •Alkyl Amines Chemicals •Orient Cement •EMS •Associated Alcohol and Breweries •Orient Green Power Company •TTK Healthcare •PNGS Gargi Fashion Jewellery •BEML Land Assets

#Nesco setting up well on charts! A move above 1015 can lead to a swift momentum up move. Keep an eye!

Results to watch out this week! 28th October, 2024 •Bharti Airtel •Sun Pharmaceutical Industries •Adani Power •Indian Oil Corporation •Ambuja Cements •Punjab National Bank •Suzlon Energy •Bharat Heavy Electricals •JSW Infrastructure •Motilal Oswal Financial Services •Federal Bank •Tata Technologies •LIC Housing Finance •Pfizer •Computer Age Management Services •Indegene •KFin Technologies •Welspun Living •Skipper •HeidelbergCement India •NOCIL •Shaily Engineering Plastics •Jain Irrigation Systems •Paras Defence and Space Technologies •Genesys International Corporation •Interarch Building Products •Ideaforge Technology 29th October, 2024 •Maruti Suzuki India •Adani Enterprises •Adani Ports and Special Economic Zone •Cipla •Canara Bank •Marico •SBI Cards & Payment Services •Voltas •Container Corporation of India •Gujarat Fluorochemicals Limited •APL Apollo Tubes •Housing & Urban Development Corporation •Kaynes Technology India •V-Guard Industries •PCBL •Asahi India Glass •Deepak Fertilisers And Petrochemicals Corporation •Genus Power Infrastructures •Symphony •Engineers India •Sheela Foam •eMudhra •Greenlam Industries •Hindustan Construction Company •MTAR Technologies •Kingfa Science & Technology 30th October, 2024 •Larsen & Toubro •The Tata Power Company •Dabur India •Aditya Birla Capital •Procter and Gamble Hygiene and Health Care •Biocon •New India Assurance Company •IRB Infrastructure Developers •Electrosteel Castings •Protean eGov Technologies •Sterlite Technologies 31st October, 2024 •Tata Investment Corporation

Results to watch out this week! 21st October, 2024 •CG Power and Industrial Solutions •Bajaj Housing Finance •Union Bank of India •360 ONE WAM •HFCL •City Union Bank •Aurionpro Solutions •Balu Forge Industries •Cyient DLM •Jana Small Finance Bank •Bhansali Engineering Polymers 22nd October, 2024 •Bajaj Finance •Adani Green Energy Limited •Zomato •Varun Beverages •Adani Energy Solutions •ICICI Prudential Life Insurance Company •INDUS TOWERS •Persistent Systems •SRF •COFORGE LIMITED •Max Financial Services •Mahindra & Mahindra Financial Services •ICICI Securities •Amber Enterprises India Limited •Chennai Petroleum Corporation •IIFL Securities Limited •Can Fin Homes •Gujarat Mineral Development Corporation 23rd October, 2024 •Hindustan Unilever •Bajaj Finserv •SBI Life Insurance Company •Pidilite Industries •TVS Motor Company •Bajaj Holdings & Investment •United Spirits •Godrej Properties •AU Small Finance Bank •Sona BLW Precision Forgings •Syngene International •TVS Holdings •Dr Lal PathLabs •Piramal Enterprises •Aster DM Healthcare Ltd •IIFL Finance •Dodla Dairy •VIP Industries •Heritage Foods •Manorama Industries •CARE Ratings •Orient Green Power Company 24th October, 2024 •ITC •Godrej Consumer Products •JSW Energy •Colgate Palmolive (India) •Adani Total Gas •Petronet LNG •United Breweries •ACC •Adani Wilmar •Radico Khaitan •Laurus Labs •PNB Housing Finance •Bikaji Foods International •Cyient •Ramkrishna Forgings •Indian Energy Exchange •Mahanagar Gas •TTML •Glenmark Life Sciences •Shilchar Technologies •DCB Bank •Max India Limited •Menon Bearings 25th October, 2024 •Coal India •JSW Steel •BEL •Interglobe Aviation •BPCL •BoB •Shriram Finance •Cholamandalam Investment and Finance Company •Torrent Pharma •Hindustan Petroleum Corporation •IDBI Bank •Poonawalla Fincorp •CreditAccess Grameen •Praj Industries •JM Financial •JSW Holdings •Intellect Design Arena •Shakti Pumps (India) •Mahindra Lifespace Developers •Mahindra Holidays and Resorts India •India Shelter Finance Corporation •MOIL •Syrma SGS Technology •ICRA •Kewal Kiran Clothing •Apollo Micro Systems •TTK Healthcare •Tatva Chintan

Results to watch out this week! 15th October, 2024 •HDFC Life Insurance •HDFC AMC •KEI Industries •Bank of Maharashtra •Newgen Software Technologies •PVR INOX •Rallis India •DB Corp •Stylam Industries 16th October,2024 •Bajaj Auto •L&T Technology Services •MphasiS •CRISIL •Himadri Specialty Chemical •South Indian Bank •Pondy Oxides & Chemicals •Accelya Solutions India 17th October, 2024 •Infosys •Axis Bank •Wipro •Nestle India •LTIMindtree •Havells •Polycab •Indian Overseas Bank •Jindal Stainless •Tata Communications •Tata Chemicals •Ceat 18th October, 2024 •Jio Financial Services •TATA Consumer •ICICI Lombard •Oberoi Realty •L&T Finance •Mangalore Refinery and Petrochemicals •Jindal Saw •Tejas Networks •Zee Entertainment Enterprises •Aether Industries 19th October, 2024 •HDFC Bank •Kotak Mahindra Bank •Tech Mahindra •Dalmia Bharat •Multi Commodity Exchange •Netweb Technologies •RBL Bank •GMDC •PC Jewelers

Marquee clients and strong order book: •The company has secured major order wins from key clients, including Reliance Industries, Ashok Leyland, Tata Advanced Systems, and notable logistics and infrastructure players such as Brit Logistics, Vinplex Logistics, and Ampin Solar. •As of September 14, 2024, its order book stands at Rs. 1,350 crores, with Rs. 634 crores in new orders added this financial year.

Market share and key metrics: •As one of the leading turnkey pre-engineered steel construction solutions providers in India, with a 6.5% market share, the company offers integrated facilities that encompass design, engineering, manufacturing, and on-site project management for the installation and erection of PEB. •In FY24, the company achieved an impressive 81% repeat orders, a testament to its strong customer relationships and service quality. Over the span from FY15 to FY24, it successfully executed 677 PEB contracts. •Ranked 3rd among integrated PEB players in India in FY23, the company boasts the second-largest aggregate installed capacity of 161,000 MTPA. •Notably, 3 out of its 5 key customer groups have been associated with the company for over five years, further highlighting its reliability and trust within the industry.

Stock to Focus : Interarch Building Products Ltd CMP- Rs 1340 Market Cap- 2246 crs PAT: FY24 86cr vs FY23 81cr Revenue: FY24 1293cr vs FY23 1124cr EBITDA: FY24 113cr vs FY23 106cr Debt is almost negligible Cash: 61cr at the end of FY24

Samhi’s marathon, at the pace of a sprint- •With 37% revenue CAGR & 45% EBITDA growth in the past decade! Samhi is a capital-efficient leader in upper upscale to midscale segments. •Samhi's acquisition & turnaround strategy has fueled its rapid expansion, now managing 4,800+ rooms across 31 hotels! •Samhi Hotels continues its impressive growth into FY25, with 302 new rooms & expansion into new markets by Q3FY25! Showcasing a revenue potential of INR 250-300Mn annually. •The company aims to leave no stones unturned to fuel Samhi’s growth. It is confident on generating significant cashflows, aiming to sit at 550-600 crores of cash in hand by the end of FY25.

Business offerings- •India's 3rd largest hotel owner & asset manager! Partnering with global brands like Hyatt, Sheraton & Marriott across 13 cities. •Powered by Samhiintel, their proprietary data-driven asset management tool. Strong leadership & governance backing it all! •They revitalize through data-driven decisions & bespoke renovation plans, boosting room rates & financial performance, believing in consistent value creation & portfolio expansion! •Strategically located in key micro-markets within metros, ensuring strong brand presence & high customer reach.

Stock to Focus : #SamhiHotels CMP: 207 Market Cap: Rs 4563 Cr REV: FY24 957cr , FY23 739cr PAT: FY24 -235cr, FY23 -339cr EBITDA : FY24 267cr, FY23 238cr - Growing balance sheet, with appx Rs 300cr of cash - Debt is high ( Rs 1860cr), managment aiming to reduce it significantly backed by strong cash generation in coming years

@Investor_Ankur India glycoll

Find Good Ethanol Stocks....Which have recently completed Capex.... #Ethanol #Emergingsector

@suru27 Aavas Financiers

Will history repeat ? Management says that in the last 10 years, they have managed it above 5%

Results to watch out this week- 12th August,2024 •Indian Railway Finance Corporation •Vodafone Idea •NMDC •Housing & Urban Development Corporation •SJVN •Voltas •National Aluminium Company •Hindustan Copper •ITI •Natco Pharma •DOMS Industries •Cera Sanitaryware •Happiest Minds Technologies •Balrampur Chini Mills •Campus Activewear •Shilchar Technologies •Gensol Engineering •Jyoti Resins and Adhesives •Rubfila International 13th August, 2024 •Hindalco Industries •Samvardhana Motherson International •GMR Airports Infrastructure •Hero Motocorp •Apollo Hospitals Enterprises •Muthoot Finance •IRCTC •Nykaa •SJVN •Gujarat Fluorochemicals Limited •NBCC (India) •Godrej Industries •Piramal Enterprises •Techno Electric & Engineering Company Ltd •Manappuram Finance •NMDC Steel •Easy Trip Planners •PTC India •MTAR Technologies •TCI Express •Shipping Corporation of India Land And Assets 14th August, 2024 •Hindustan Aeronautics •Mazagon Dock Shipbuilders •Glenmark Pharma •Ola Electric Mobility •Swan Energy •Reliance Power •RHI Magnesita India •Reliance Infra •Ethos •Gabriel India •GMR Power and Urban Infra •Lux Industries •Suprajit Engineering •PC Jeweller •Sequent Scientific •Genesys International Corporation •Orient Green Power Company •Bodal Chemicals

Results to watch out 5th August •Bharti Airtel •Oil and Natural Gas Corporation •Marico •Bharti Hexacom •Honeywell Automation •Deepak Nitrite •Motherson Sumi Wiring India •Tata Chemicals •Brigade Enterprises •Devyani International •Triveni Turbine •Schneider Electric Infrastructure •BEML •Century Plyboards •Mangalam Cement •Cupid •BLS International Services •HG Infra Engineering Ltd. •Avanti Feeds •Gujarat State Fertilizers & Chemicals •Hindustan Construction Company •Protean eGov Technologies •Paras Defence and Space Technologies 6th August •Axiscades Technologies •Power Finance Corporation •Vedanta •Tata Power Company •TVS Motor Company •Bosch •Shree Cements •Cummins India •Lupin •Linde India •PI Industries •Fortis Healthcare •Gland Pharma •Bata India •NCC •Chambal Fertilisers and Chemicals •IIFL Finance •Raymond •Bajaj Electricals •Graphite India •JM Financial 7th August •Pidilite Industries •Godrej Consumer Products •NHPC •Abbott India •Coromandel International •NLC India •Apollo Tyres •Aditya Birla Fashion & Retail •BSE Limited •Dr Lal PathLabs •BASF India •Aadhar Housing Finance •Welspun Corp •Caplin Point Laboratories •Lemon Tree Hotels •Gujarat Pipavav Port •Balaji Amines •GMM Pfaudler •Kingfa Science & Technology 8th August •Life Insurance Corporation of India •ABB India •Eicher Motors •Rail Vikas Nigam •Oil India •Bharat Forge •Cochin Shipyard •Container Corporation of India •MRF •Steel Authority of India •Page Industries •Biocon •Ircon International •Garden Reach Shipbuilders & Engineers •Gujarat State Petronet •PCBL •Minda Corporation •Birla Corporation •Galaxy Surfactants Ltd. •India Shelter Finance Corporation •NOCIL •Greaves Cotton •Dreamfolks Services •Antony Waste Handling Cell •Shankara Building Products 9th August •Grasim Industries •Zydus Lifesciences •Info Edge India •General Insurance Corporation of India •Alkem Laboratories •Berger Paints India •SJVN •Bharat Dynamics •Sun TV Network •Cholamandalam Financial Holdings •Aarti Industries •CESC •Concord Biotech •MMTC •Honasa Consumer •Engineers India •Shipping Corporation of India •C. E. Info Systems (MapmyIndia) •SG MART •Birla Cable

Results to watch out: 29th July, 2024 •Bharat Electronics •Adani Total Gas •Colgate Palmolive •Hindustan Petroleum Corporation •Indian Bank •ACC •Adani Wilmar •Whirlpool of India. •Pfizer •Data Patterns (India) •Jai Balaji Industries •ISMT •Ideaforge Technology •India Glycols •Sanghi Industries •Mangalore Chemicals and Fertilisers 30th July, 2024 •Indian Oil Corporation •Varun Beverages •GAIL India •Macrotech Developers •INDUS TOWERS •TATA Consumer Products •Torrent Power •Jindal Stainless •Exide Industries •360 ONE WAM •Castrol India •TITAGARH RAIL SYSTEMS •PTC Industries •Sapphire Foods India •eMudhra •Sterlite Technologies •Manorama Industries •Panama Petrochem •Servotech Power Systems 31st July, 2024 •Maruti Suzuki India •Mahindra and Mahindra •Coal India •Adani Power •Tata Steel •Ambuja Cements •Bank Of Baroda •Bharat Heavy Electricals •Godrej Properties •Mankind Pharma •Tata Investment Corporation •Crompton Greaves Consumer Electrical •Birlasoft •RITES •Asahi India Glass •Zee Entertainment Enterprises •Electrosteel Castings •Deepak Fertilisers And Petrochemicals Corporation •Pricol •HeidelbergCement India •Stylam Industries 1st August, 2024 •Patel Integrated Logistics •ITC •Sun Pharma •Tata Motors •Adani Enterprises •Adani Ports •Zomato •Dabur India •Max Healthcare Institute Limited •Aditya Birla Capital •Kalyan Jewellers India •Clean Science & Technology •Indegene 2nd August, 2024 •Titan Company •Hindustan Zinc •GlaxoSmithKline Pharmaceuticals •LIC Housing Finance •UPL •Delhivery •Archean Chemical Industries •Dalmia Bharat Sugar and Industries •Mold-Tek Packaging •TTK Healthcare •Dhampur Sugar Mills

#BudgetHighlights - 📈 **Rationalization of Capital Gains**: - 20% tax on short-term financial gains (previously 15%) - 12.5% tax on long-term gains for all assets (previously 10%) - Exemption limit: ₹1.25 lakh/year - Revised STT: 0.02% for futures, 0.1% for options 🏢 **Employment & Investment**: - Abolish ANGEL tax - Corporate tax for foreign firms: 35% - Lower customs duty on gold & silver 🌱 **Green Bharat Initiatives**: - Carbon neutral by 2070 - PM Suryaghar Muft Bijli Yojana: Rooftop solar panels, 300 units/month free - Pumped Storage Policy for renewables - Bharat Small Modular Reactors - NTPC-BHEL JV: 800 MW Ultra Super Critical Thermal Power Plant - Energy audits for micro & small industries 📊 **Key Takeaways**: - Inflation low & stable, 4% target - Fiscal deficit: 4.9% of GDP, aiming for 4.5% - ₹1,000 crore VC fund for space - Aatmanirbharta mission: High-yield, climate-resilient crops; natural farming for 1 crore farmers - PM Janjatiya Unnat Gram Abhiyan: 63,000 villages, 5 crore tribal people - Enhanced Mudra Loans: ₹20 lakh limit - PM Awas Yojana Urban 2.0: ₹710 lakh crore for 1 crore urban homes 👩‍🎓 **Youth Initiatives**: - ₹21.48 lakh crore for education, employment, & skilling (+30%) - Employment Linked Incentives: 1-month wage for new entrants, EPFO incentives for manufacturing, EPFO contribution reimbursements - Skilling & Loans: 20 lakh youth in 5 years, internships in top 500 companies, loans up to ₹10 lakh for higher education #Budget2024 #EconomicGrowth #GreenEnergy #YouthEmpowerment #Investment #TaxReforms #AatmanirbharBharat #Education #Employment #SustainableFuture

Results to watch out this week- 23rd July, 2024 •Hindustan Unilever •Bajaj Finance •Torrent Pharmaceuticals •United Spirits •ICICI Prudential Life Insurance Company •Mahindra & Mahindra Financial Services •ICICI Securities •ICRA •Heritage Foods •Parag Milk Foods •EKI Energy Services 24th July, 2024 •Larsen & Toubro •Axis Bank •Bajaj Finserv •SBI Life Insurance Company •Bajaj Holdings & Investment •CG Power and Industrial Solutions •Jindal Steel & Power •Petronet LNG •Federal Bank •Sona BLW Precision Forgings •Tata Teleservices (Maharashtra) •Aditya Birla Sun Life AMC •V-Guard Industries •Trident •HFCL •Ramkrishna Forgings •Indian Energy Exchange •JK Paper 25th July, 2024 •Adani Green Energy Limited •Nestle India •DLF •Tech Mahindra •Canara Bank •Ashok Leyland •MphasiS •United Breweries •AU Small Finance Bank •Motilal Oswal Financial Services •Jupiter Wagons •Laurus Labs •Cyient •PNB Housing Finance •AAVAS Financiers •Praj Industries •Glenmark Life Sciences •Mahindra Holidays and Resorts India •Ujjivan Small Finance Bank •Vardhman Special Steels 26th July, 2024 •Power Grid Corporation of India •Interglobe Aviation •Cipla •Cholamandalam Investment and Finance •IndusInd Bank •Shriram Finance •Piramal Pharma •Nuvama Wealth Management Ltd •Sanofi India •Intellect Design Arena •TTK Prestige •City Union Bank •Latent View Analytics •Equitas Small Finance Bank •Aarti Drugs