News

Stainless steel sales volume up 43% MoM and up 43% YoY at 8,102 tonnes

Stainless steel average realisation down 8.3% MoM and down 4.6% YoY at ₹1.31 lakh/tonne

Aluminium foil sales volume down 3.8% MoM and up 9.1% YoY at 1,714 tonnes

Aluminium foil average realisation up 2.94% MoM and up 9.5% YoY at ₹3.71 lakh/tonne

Aurobindo Pharma Says | From Concall:

Weak Numbers Due To Lower Revlimid Generic Sales QoQ In The US

Maintain FY26 Tgt Of ‘High Single-Digit Percentage Growth Excluding Transient Product’

Management Does Not Expect Significant Contributions Ahead From Revlimid

Management Expects 8-9% EU Biz Growth In FY26

EU Growth Should Taper Off Into The Low Mid-single Digits In Subsequent Years

Parag Bhise, Nucleus Software On CNBC-TV18 Says:

Seeing Good Traction From India And Other Regions

Order Pipeline Is Strong At Current Juncture

Continue To Work On Our Fundamentals

Co Has A Huge Customer Base In West Asia & South East Asia

60% Of The Revenue Comes From India

FinnAxia Is Not A Mass Market Product, More Tilted Towards Corporate Banking Side

Neeraj Akhoury, Shree Cement on CNBC-TV18 says:

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

Net Profit up 9.6% At Rs 26.3 Cr Vs Rs 24 Cr (YoY)

Revenue up 20% At Rs 175 Cr Vs Rs 146 Cr (YoY)

EBITDA up 22% At Rs 40 Cr Vs Rs 33 Cr (YoY)

Margin At 23% Vs 22.6% (YoY)

Sanofi Consumer Healthcare shares are currently up 9%.

The company’s profit increased 109% sequentially and 21.4% from the previous year.

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.

here

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.

here

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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