KRBL A conversation with the management #KRBL #StockMarket

MAYUR UNIQUOTERS Volumes this year to grow 15-20% Margins to stay b/w 17-19%, lowered from earlier guidance of 21-22% Mercedes’ offtake & PU plant utilizations were lower than expected this quarter #MayurUniquoters #StockMarket

SOMANY CERAMICS - Gas prices may have begun to peak out, need to monitor - Target 15-20% volume growth this year - Exports from unorganized players have increased this year, better opportunity for branded players to sell in India #SomanyCeramics

CUMMINS Expects growth momentum in Exports to continue Targets 500 Cr/Qtr in Exports Some supply chain issues continue, but large demand from Data centre, Telecom etc #CumminsInd #StockMarket

GREAVES COTTON Targets over 30000 units/Qtr in EVs Non-EV Biz has achieved EBITDA break-even, will sustain Will develop retail channels for Ampere, and spend 4-6% on Ads @GreavesCottonIN #StockMarket

SOMANY CERAMICS Stock +6% post numbers Key to watch: Gas prices

Indiabulls Housing - AUMs have stabilized, will grow 10% in FY23 - De-promoterisation process will take a Qtr

ARVIND FASHIONS Q1 revenue grew 40% vs Pre-Covid levels Expect cotton prices to reduce 20-30% in H2 Target 15% vs Pre-Covid revenue in FY23, digital & new businesses growth 25% Increasing distribution to smaller towns #StockMarket #ArvindFashions

HINDALCO Mgmnt speaks to us post Q1

CUES FOR TODAY SGX Nifty +200 Pts on strong Wall Street Move FIIs cautious in Index Futures and options ahead of expiry Smart money positioned itself for 17350-17650, now opening itself will be 17750 Will there be short covering? Or Profit booking?

PATANJALI FOODS Good Revenue; Edible Oil inflation hurts margins PAT aided by 5X jump in Other Income Oil Revenue +46%; EBIT -6%, Margins -200 bps Biz Supported by big expansion in Foods EBIT Food Revenue +61%; EBIT +171%, Margins 2X Big spike in Fin Cost & Other Exp #FMCGisLife

PIDILITE @StuckByFevicol #FMCGisLife Beat in Q1, but here’s why the stock is not running:

APTECH Eyeing 15-20% revenue growth in FY23 Margins will be much higher than last year May look at an acquisition in the near future The company isn’t on the block #Aptech

F&O CUES The momentum has been strong, but I’ll be monitoring these points in particular to check signs of overheating: - India Vix - Nifty Futures Premium - Nifty PCR - Midcap performance Here’s more: