In today’s briefing:
- Kilburn Engineering Limited Q3 FY25 Update: Strategic Acquisitions and Strong Growth
- India Rural Incomes | The Tide Has Yet to Turn
- NIFTY Poised to Reignite Its Uptrend, But Faces Short-Term Obstacles
- Archean Chemical Industries Limited Q3 FY25 Analysis
- Kerala Rubber Farmers In Long Drawn Price Tussle With Tire Industry
- Patel Engineering Limited Q3 FY25: Infrastructure Focus and Growth Trajectory
Kilburn Engineering Limited Q3 FY25 Update: Strategic Acquisitions and Strong Growth
- Kilburn Engineering’s Q3 FY25 revenue rose 25.1% YoY to ₹911 million with EBITDA up 30.1%, driven by strategic acquisitions and a robust order backlog exceeding ₹3,600 million.
- Robust financials, an expanding order book, and targeted acquisitions enhance growth prospects and operational efficiency, solidifying Kilburn Engineering’s market position.
- Investors gain confidence as Kilburn Engineering’s disciplined execution and diversified strategy signal sustainable long-term revenue and margin expansion.
India Rural Incomes | The Tide Has Yet to Turn
- In this Insight, we discuss agricultural income trends and challenges focusing on income growth and farming dynamics.
- Declining cultivable land and rising input costs are affecting farmer incomes and crop yields.
- Tractor OEMs remain optimistic about growth despite challenges, driven by positive macroeconomic factors and increased financing access.
NIFTY Poised to Reignite Its Uptrend, But Faces Short-Term Obstacles
- It has been a 5-months journey for the NIFTY Index (NIFTY INDEX) , from its last peak in September 2024, to its current lows.
- Our WEEKLY model indicates a (mildly) OVERSOLD state (Friday at Close, 22929). If the index pulls back a bit more, it’s a BUY but keep reading…
- Our tactical short-term model has found limited upside for the NIFTY at the moment, so the long-waited restart of the uptrend may be a bit bumpy.
Archean Chemical Industries Limited Q3 FY25 Analysis
- Archean Chemical Industries (ACI IN)’s Q3 FY25 standalone total income reached INR 2,547 million, with EBITDA at INR 963 million (38% margin) and export markets contributing approximately 76% of revenue.
- Strong export performance and stable margins underscore resilience amid global market challenges, while strategic investments in new battery technologies promise future growth and diversification.
- The company aims to produce 20,000-25,000 tons of Bromine in FY’26 and expecting double digit growth in FY26.
Kerala Rubber Farmers In Long Drawn Price Tussle With Tire Industry
- Smallholders keep inventories as tire makers make guarded purchases
- Wintering over, next season may start by March end
- Indian Government ups Budget allocation for Rubber Board
Patel Engineering Limited Q3 FY25: Infrastructure Focus and Growth Trajectory
- PEL reported a 13.6% YoY revenue increase in Q3 FY25, with a robust order book of Rs. 16,396 crores and significant progress in hydropower, irrigation, and tunneling projects.
- Patel Engineering aims for approximately 10% growth this year, For FY26: 10-12% and For FY27, the company anticipates growth exceeding 15%.
- Also planning to realize 200Crs of Non-core assets and adding capex of 100-200Crs.
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