Porinju Veliyath & Dolly Khanna Forum

Strong 4Q ahead; capacity additions pick up at India level

We estimate Inox Wind’s (INXW) 4QFY25 consolidated revenue of Rs 12.9bn (+144% YoY, +41% QoQ), driven by improving deliveries of 3MW WTG sets. We estimate 4QFY25 execution of 251MW, projecting a growth of 94%/33% YoY/QoQ. Consolidated ...

Revamped focus of top management, enhanced capacities, a better product mix along with acquisition of Atraco and Matrix will aid Gokex to strengthen its position in the key export markets. FTA with UK and reciprocal tariff by US can be a long-term opportunity to drive consistency in the performance ...

Niva Bupa is likely to be a beneficiary of the structural growth story of India’s under-penetrated health insurance market given its customer-centric focus, tech-based capabilities and historical growth track record. It has showcased strong CAGR of ~40% in GWP between FY20 and FY25 leading to ...

Vijay Kedia posted on twitter about how investors can spot scam companies like Gensol.

"There are many 'Gensol' still hiding in the cupboard—waiting to tumble out with time. Let’s hope it’s not too late by then.

10 Red Flags That Scream Before a Scam.

It’s wiser to be wary of companies that:

1 ...

Dolly Khanna has increased her investment in Mangalore Chemicals & Fertilizers to 2.18% as of March 31, 2025, up from 1.75% as of December 31, 2024. The ace investor now owns 25,87,360 shares of the small-cap company, up from 20,68,360 shares previously.

Mangalore Chemicals & Fertilizers is ...

We upgrade INDIGO to BUY as we believe that benign Brent crude prices amid the ongoing geopolitical turmoil and favorable domestic demand bode well for the company. We assign a TP of INR6,550 premised on 10x FY27E EV/EBITDAR. The stock currently trades at a P/E of 20x FY26 EPS and 9.7x FY26E EV ...

Order vacating injunction on Leqselvi a material positive

The US Court of Appeals has vacated the preliminary injunction against Sun Pharma’s launch of Leqselvi which was granted by the US District Court of New Jersey in Nov-24. While the decision of the US Court of Appeals now technically clears ...

Sobha Ltd (SDL) delivered a sharp sequential recovery in Q4FY25 with presales of INR 18.4bn (+24.4% QoQ, +18.1% YoY) c.50% from its new launches, supported by robust traction in Bengaluru (INR 14.1bn; ~77% of sales), alongside improved performance in Gurgaon, Hyderabad, Tamil Nadu, and Kerala. SDL’s ...

Hindustan Aeronautics (HAL) is a market leader in aerospace defense. It boasts a strong order book of INR1.8t as of 31st Mar’25, along with a promising prospect pipeline of INR6t, which is likely to be awarded over the next few years. The company is transitioning from a traditional licensed model to ...

Ashish Kacholia has bought 5,06,400 shares (5.07 per cent stake) of QUALITEK LABS LTD as of March 2025.

As per the website of Qualitek Labs, it is a NABL ISO / IEC 17025: 2017 accredited laboratory company established in 2018 by industry professionals with over a decade of experience, offers ...