In today’s briefing:
- India: March Rebalance Announcement Tomorrow; Round-Trip Trade Over US$2.5bn
- Deep Industries Limited: Q3 & 9M FY25 – Stellar Performance Driven by Strategic Growth Initiatives
- Kuantum Papers Limited Q3 Update: Navigating Market Pressures with Strategic Initiatives
- Synergy Green Industries Ltd Q3 Update: Set to Triple Capacity and Maximize Growth
India: March Rebalance Announcement Tomorrow; Round-Trip Trade Over US$2.5bn
- The Index Maintenance Sub-Committee of NSE Indices will meet on 21 February to conduct a semi-annual and quarterly review of stocks in various Nifty equity indices.
- The changes will be announced after market close tomorrow and will be implemented at the close of trading on 28 March.
- Based on the forecast index changes and capping changes for a few indices, the round-trip trade will be over US$2.5bn and many stocks will have over 0.5x ADV to trade.
Deep Industries Limited: Q3 & 9M FY25 – Stellar Performance Driven by Strategic Growth Initiatives
- Deep Industries (DEEPI IN) Q3 & 9M FY25 revenue surged 47% and EBITDA grew 53%, driven by robust order book (Rs. 2,701 crore) and major contracts like the ONGC PEC order.
- Robust growth underscores Deep Industries strategic positioning in the energy sector, with record profitability and order book expansion paving the way for long-term value creation amid favorable government initiatives.
- Company is anticipating a growth of more than 30% year-on-year for the next 3 years with target revenue of 800Cr in FY26 and margin of 45-47%.
Kuantum Papers Limited Q3 Update: Navigating Market Pressures with Strategic Initiatives
- Kauntam Papers (KAUN IN)‘s Q3 & 9M FY25 results show revenue and EBITDA declines, yet steady sales volumes, cost optimization initiatives, and ongoing mill expansion efforts.
- Strategic cost management and mill expansion position the company to mitigate revenue challenges, ensuring long-term competitiveness in a dynamic paper industry.
- Industry is also asking for anti-dumping duty on some set of paper, especially copier, to make a level playing field with imported products.
Synergy Green Industries Ltd Q3 Update: Set to Triple Capacity and Maximize Growth
- Synergy Green Industries (SYGIL IN) Q3 FY2025 results show 10.5% YoY revenue growth, 61% PBT and 128% PAT improvements, alongside capacity upgrades and increased export revenue.
- Robust financial performance and strategic CAPEX investments in capacity expansion and green initiatives strengthen Synergy’s market position amid rising renewable energy demand.
- The company has an installed capacity of 30,000 MT per annum, with an ongoing upgrade to 45,000 MT which is anticipated to start the production in Q2 FY2026.
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