Published on 05/08/2025 11:06 AM
Shares of Adani Ports and Special Economic Zone (APSEZ) Ltd. are trading lower on Tuesday, August 5, ahead of its June quarter results announcement. It shared its operational update for the quarter on Monday.
According to estimates from Kotak Institutional Equities, revenue growth for the quarter is likely to be 14.3% from last year to ₹8,643.9 crore.
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PK Jain, Sarda Energy & Minerals On CNBC-TV18 Says:
-We Have Capex Plans Of Rs 750–1,000 Cr For This Year
-Most Of The Capex Is Planned On The Mining Side
-Net Debt Should Come Down Drastically, Likely Below Rs 500 Cr
-Demand For Steel Remains Soft During Monsoon
-We Do Not Face Any Issues With Demand, But Prices Remain Under Pressure
-Pellet Prices Have Moved Up Recently By Rs 1,000–2,000, To Around Rs 10,000
-We Are Evaluating Whether To Go Ahead With 800 MW Capacity Instead Of The 600 MW Planned Earlier
-We Need To Get Approvals In Place, So It Will Take Some Time To Proceed With The Project.
-Assuming `6.5 Cr Per MW, Over `5,000 Cr Capex Is Planned
-It Will Take Approximately 1.5–2 Years To Obtain All Necessary Approvals
-We Are Yet To Finalise On Capacity But Will Take 2.5-3 Years To Bring It On Stream
-Expect EBITDA Of `2,000 Cr In FY26
Shares of KPI Green Energy fell as much as 4% on Tuesday, August 5, in response to the June quarter results that the company reported.
The company’s net profit grew by 68.4% from last year to ₹111.3 crore, from ₹66 crore last year. The company’s profitability was also aided by a higher other income component, which grew to ₹11.2 crore from ₹1.8 crore last year.
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Neeraj Akhoury, Shree Cement On CNBC-TV18:
Following Value Over Volumes Strategy For The Company
Will See 4-5% Volume Growth In FY26
Maintaining The Revenue Growth Guidance Of 9% For FY26
Will Maintain The Market Share For FY26
Ebitda/ tn guidance on Rs1350-1400 for FY26
Prefer Organic Growth Vs Inorganic Growth
We Are Interested In Deccan cement & JP Cement But Only At The Right Price
Believe The UAE Numbers Are Sustainable Given The Good Demand For The Products
Price Growth Has Been 9% YoY& EBITDA/ tonne Is 45% YoY In Q1FY26
KPI Green Q1
Net Profit up 68.4% At Rs 111.3 Cr Vs Rs 66 Cr (YoY)
Revenue up 73% At Rs 603 Cr Vs Rs 348 Cr (YoY)
EBITDA up 55.6% At Rs206 Cr Vs Rs 132.5 Cr (YoY)
Margin At 34.2% Vs 38% (YoY)
Aurobindo Pharma shares are down 1.27% at the moment.
The company posted a consolidated net profit of ₹824.2 crore, down 10.2% year-on-year from ₹918.2 crore. This was below the CNBC-TV18 poll estimate of ₹919.3 crore. Revenue for the quarter stood at ₹7,868 crore, reflecting a 4% rise from ₹7,567 crore in the same period last year. However, this too fell short of analysts’ projection of ₹8,215 crore. On the operating front, earnings before interest, tax, depreciation and amortisation (EBITDA) remained stable, falling 1% YoY to ₹1,603 crore from ₹1,619.6 crore, against a CNBC-TV18 estimate of ₹1,730 crore.
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