Latest news with #MukulMahavirAgrawal
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Business Standard
04-08-2025
- Business
- Business Standard
Mukul Agrawal portfolio smallcap stock zooms 20% after Q1 results; details
Shares of Sarda Energy & Minerals has zoomed 20% at ₹527.10 in Monday's intra-day trade with a combined 3.82 million shares or 1.08% of total equity of the company changed hands on the NSE and BSE. SI Reporter Mumbai Sarda Energy & Minerals share price today: Shares of Sarda Energy & Minerals zoomed 20 per cent at ₹527.10 on the BSE in Monday's intra-day trade amid heavy volumes after the company reported earnings for the quarter ended June 2025 (Q1FY26). The stock price of smallcap iron & steel products company is quoting at its highest level since April 2025. It had hit a 52-week high of ₹565.55 on March 19, 2025. At 09:29 AM, Sarda Energy & Minerals was quoting 15 per cent higher at ₹504, as compared to 0.31 per cent rise in the BSE Sensex. The average trading volumes on the counter jumped over 13-fold. A combined 3.82 million equity shares representing 1.08 per cent of total equity of the company have changed hands on the NSE and BSE. CATCH STOCK MARKET LATEST UPDATES LIVE Sarda Energy & Minerals Q1 results In April to June 2025 quarter (Q1FY26) Sarda Energy & Minerals reported consolidated profit after tax (PAT) stood at ₹437 crore. The company had posted a PAT of ₹198 crore a year ago and ₹ 100 crore in the previous quarter. The company's revenue from operations stood at ₹1,633 crore in Q1FY26, against ₹926 crore in Q1FY25 and ₹1,239 crore in Q4FY25. The Energy segment emerges as the growth engine contributing ₹800 crore in revenue (47 per cent of consolidated revenue) and ₹467 crore in Ebitda (67 per cent of consolidated Ebitda), thus transforming SEML into an energy powerhouse. Metals segment also posted a steady performance despite lower realizations, with stable volume growth, reflecting operational resilience, the company said. On August 21, 2024, Sarda Energy & Minerals completed acquisition of SKS Power Generation (Chhattisgarh) Limited (SKS) pursuant to the Resolution Plan (RP) as approved by the National Company Law Tribunal vide its order dated August 13, 2024, under Corporate Insolvency and Resolution Process (CIRP) of the Insolvency and Bankruptcy Code, 2016 (IBC). ALSO READ | Pursuant to the RP, Sarda Energy & Minerals amalgamated the whole of the undertaking of SKS along with all the properties, assets, liabilities, permits, licenses, investments etc. with itself as a going concern w.e.f. appointed date of September 1, 2024. Results of the current and immediate previous quarter includes the numbers of SKS, hence not comparable with the first quarter of the previous periods, the company said in note of accounts. Mukul Mahavir Agrawal held over 1 per cent holding in Sarda Energy & Minerals Investor Mukul Mahavir Agrawal held over 1 per cent holding in Sarda Energy & Minerals at the end of June 2025 quarter. As per shareholding pattern, Mukul Agrawal held 4 million equity shares or 1.14 per cent holding in Sarda Energy & Minerals. According to information available, Mukul Mahavir Agrawal holds over 1 per cent holding in other notable listed companies, including Radico Khaitan, Hind Rectifiers, InfoBean Technologies, BSE, Neuland Laboratories, Nuvama Wealth Management, PTC Industries and LT Foods. ALSO READ | About Sarda Energy & Minerals Sarda Energy & Minerals Limited (SEML) is an energy and minerals company with operational iron ore and coal mines in Chhattisgarh and Thermal and Hydropower generation plants in different locations across India, with a growing portfolio of mineral and energy assets. It has a total operational Thermal Power capacity of 761.50 MW and Hydropower capacity of 167 MW. It is also an integrated steel producer of long steel products having a steel manufacturing facility at Raipur, Chhattisgarh and a leading producer and exporter of ferro alloys with manufacturing facilities at Raipur & Vizag.
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Business Standard
30-07-2025
- Business
- Business Standard
Mukul Agrawal portfolio stock zooms 45% in 3 days, hits new high
Hind Rectifiers share price today Shares of Hind Rectifiers hit a new high of ₹1,952.95, as they rallied 14 per cent on the BSE in Wednesday's intra-day trade after the company reported strong earnings for the quarter ended June 2025 (Q1FY26). The stock had surged 20 per cent on Tuesday. In the past three trading days, it has gained 45 per cent. Hind Rectifiers was trading higher for the fifth straight trading day, zooming 49 per cent during the period. In the past one year, the stock has outperformed the market by surging 165 per cent, as compared to 0.01 per cent decline in the BSE Sensex. Meanwhile, shares of Hind Rectifiers zoomed 144 per cent from its 5-month low of ₹801.15 touched on March 4, 2025. At 11:17 AM; Hind Rectifiers was quoting 12 per cent higher at ₹1,919.50, as compared to 0.20 per cent rise in the benchmark index. The average trading volumes at the counter jumped multiple-fold, with a combined 1.73 million equity shares changing hands on the NSE and BSE. Investor Mukul Mahavir Agrawal held over 1 per cent holding in Hind Rectifiers at the end of June 2025 quarter. As per shareholding pattern, Mukul Agrawal held 250,000 equity shares or 1.46 per cent holding in Hind Rectifiers. According to information available, Mukul Mahavir Agrawal also held over 1 per cent stake in other notable listed companies, including InfoBean Technologies, BSE, Neuland Laboratories, Radico Khaitan, Nuvama Wealth Management, PTC Industries and LT Foods. Q1 results - Hind Rectifiers Hind Rectifiers, a leading manufacturer of power semiconductor, power electronic equipment and railway transportation equipment, reported a strong 85.5 per cent year-on-year (YoY) jump in its consolidated profit after tax at ₹12.8 crore, driven by improved operational efficiencies and financial discipline. Revenue from operations grew by 58.5 per cent YoY to ₹214.8 crore in Q1FY26 compared to ₹135.5 crore in Q1FY25. Earnings before interest, taxes, depreciation, and amortization (EBITDA) increased by 66.9 per cent YoY to ₹24.2 crore, reflecting optimum product mix and cost optimization. EBITDA margins improved 60 bps YoY to 11.3 per cent in Q1FY26 from 10.7 per cent in Q1FY25. Strong order book position Hind Rectifiers has a robust order book of ₹1,025 crore as of June 30, 2025, primarily driven by railway sector expansion and government initiatives. The company has secured two notable orders amounting to ₹127 crore and ₹101 crore respectively from Indian Railways for locomotive products. The company said it has received a significant order from Indian Railways for a next-generation propulsion system designed specifically for passenger locomotives, while actively pursuing additional opportunities beyond the existing order book. Hind Rectifiers - Outlook Hind Rectifier's stronghold in the locomotive, railway coach, industrial rectification, and pollution control markets speaks for its leadership and credibility With the government pushing forward on electrification, locomotive production, and infrastructure modernization, demand across the sector is on the rise. This wave of change presents Hind Rectifiers with significant opportunities to capture a larger share of existing markets and to pioneer innovative solutions in new sectors. The launch of advanced trains like the Vande Bharat and the rise of private rolling stock manufacturers are shifting the market's dynamics, the company said on outlook in FY25 annual report.
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Business Standard
29-07-2025
- Business
- Business Standard
These 2 Mukul Agrawal portfolio stocks zoom up to 20%. Do you own?
Shares of Hind Rectifiers (up 20 per cent at ₹1,711.65) and InfoBeans Technologies (up 10 per cent at ₹625.60) have hit their respective all-time highs and locked in their respective upper circuit on the BSE in Tuesday's intra-day trade. Investor Mukul Mahavir Agrawal held over 1 per cent holding in InfoBeans Technologies and Hind Rectifiers at the end of the June 2025 quarter. In InfoBeans Technologies, Mukul Agrawal held 1.06 million equity shares or 4.38 per cent stake, the shareholding pattern data shows. He held 250,000 equity shares or 1.46 per cent holding in Hind Rectifiers. According to information available, Agrawal holds over 1 per cent holdings in other notable listed companies, including BSE, Neuland Laboratories, Radico Khaitan, Nuvama Wealth Management, PTC Industries and LT Foods. Track LIVE Stock Market Updates Here InfoBeans Technologies' share price zooms 66% in 2 weeks In the past two weeks, shares of InfoBeans Technologies zoomed 66 per cent from a level of ₹378. It has more than doubled, or up 132 per cent from its 52-week low of ₹269.95, touched on April 7, 2025. InfoBeans Technologies, a global Artificial Intelligence (AI)-led software engineering company, reported robust earnings for the quarter ended June 2025 (Q1FY26). The company's revenue grew a 23 per cent year-over-year (Y-o-Y) at ₹124 crore while profitability significantly improved, with an 89 per cent boost in earnings before interest, taxes, depreciation, and amortisation (Ebitda) at ₹36 crore. It saw a 200 per cent leap in profit after tax (PAT) at ₹23 crore compared to the same period last year. The management said demand across all geographies contributed to revenue growth, and cost optimisation efforts led to an improvement in Ebitda and PAT. During the quarter, InfoBeans signed 6 new clients, out of which 3 of them are large enterprise clients and onboarded 67 new team members. InfoBeans Technologies' strong alliances with leading cloud platforms like Salesforce and ServiceNow, investments in AI-based technologies, and a talented engineering team enable the company to deliver outcome-driven solutions. This approach has resulted in 95 per cent of the company's clients returning to it for additional work each year. Hind Rectifiers shares zoom 114% from March lows Shares of Hind Rectifiers zoomed 114 per cent from their five-month low price of ₹801.15 touched on March 4, 2025. The company reported an 84 per cent Y-o-Y jump in its consolidated net profit and 58 per cent Y-o-Y growth in operational revenue. Hind Rectifier's stronghold in the locomotive, railway coach, industrial rectification, and pollution control markets speaks for its leadership and credibility. With the government pushing forward on electrification, locomotive production, and infrastructure modernisation, demand across the sector is on the rise. This wave of change presents Hind Rectifiers with significant opportunities to capture a larger share of existing markets and to pioneer innovative solutions in new sectors. The launch of advanced trains like the Vande Bharat and the rise of private rolling stock manufacturers are shifting the market's dynamics, the company said in its outlook in the FY25 annual report.
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Business Standard
25-07-2025
- Business
- Business Standard
Mukul Agrawal portfolio stock up 87% from April; what's behind the rally?
Tatva Chintan Pharma Chem share price today Shares of Tatva Chintan Pharma Chem hit a 52-week high of ₹1,139, as they surged 12 per cent on the BSE in Friday's intra-day trade in an otherwise weak market. A sharp surge in stock price after the company reported healthy earnings for the quarter ended June 2025 (Q1FY26). The stock price of the smallcap specialty chemicals surpassed its previous high of ₹1,101.40 touched on September 25, 2024. It has zoomed by 87 per cent from its 52-week low of ₹610 hit on April 7, 2025. At 09:40 AM; Tatva Chintan Pharma Chem was trading 10 per cent higher at ₹1,119.15, as compared to 0.35 per cent decline in the BSE Sensex. Q1 results - Tatva Chintan Pharma Chem For the April to June 2025 quarter (Q1FY26), Tatva Chintan Pharma Chem reported 33.7 per cent year-on-year (YoY) jump in consolidated profit after tax at ₹6.65 crore. Revenue from operations grew 10.8 per cent at ₹116.86 crore. Earnings before interest, taxes, depreciation, and amortization (EBITDA) grew 37.4 per cent YoY at ₹17.33 crore; margins improvement 280 bps at 14.8 per cent. The company manufactures Structure Directing Agents (SDA), Phase Transfer Catalysts, Electrolyte Salts for Super Capacitor Batteries and Pharma & Agro Intermediates and Specialty Chemicals. Trends in specialty chemicals landscape The Indian chemical industry got advantage vs China due to Trust deficit between China and the US; stringent environmental regulations since 2015 and large-scale shutdowns in China; customers preference to de-risk the supply chain led to China+1 policy; geopolitical shift after the outbreak of Covid-19 and increased cost of labour. With an increasing awareness of the ill effects of certain chemicals on humans and the environment, there is a growing trend in the chemicals industry to shift towards what is known as 'green' chemicals or more accurately sustainable chemistry. Meanwhile, China holds 39% share in the global chemical industry of which exportable specialty chemicals accounts for ~15-17 per cent while India accounts for merely 1-2 per cent indicating widespread opportunity. The spillover impact of China's declining competitiveness has set the stage for India to intensify its effort to capture larger market share, the company said. Meanwhile, during FY 25, one of the major products of the company SDA (Structure Directing Agents) saw moderation in offtake from its major export destination which is China. Due to higher adoption of LNG Powered trucks by Chinese companies, the company saw substantial decline in SDA demand from Chinese consumers. Further, the Group will be entering into the commercial phase of new products in FY 26 and offtake of new products will be crucial for improvement of business risk profile, Crisil Ratings said in its rationale. Mukul Mahavir Agrawal holds over 1 per cent holding in Tatva Chintan Pharma Chem Investor Mukul Mahavir Agrawal held 300,000 equity shares or 1.28 per cent stake in Tatva Chintan Pharma Chem at the end of June 2025 quarter, the shareholding pattern data shows. Mukul Agrawal held NIL or less than 1 per cent holding in the company at the end of March 2025 quarter, the data shows. According to information available, Mukul Mahavir Agrawal holds over 1 per cent stake in other notable listed companies, including BSE, Neuland Laboratories, Radico Khaitan, Nuvama Wealth Management, PTC Industries and LT Foods.
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Business Standard
25-07-2025
- Business
- Business Standard
Mukul Agrawal portfolio smallcap stock soars 12%; zooms 87% from April low
Tatva Chintan Pharma Chem share price today Shares of Tatva Chintan Pharma Chem hit a 52-week high of ₹1,139, as they surged 12 per cent on the BSE in Friday's intra-day trade in an otherwise weak market. A sharp surge in stock price after the company reported healthy earnings for the quarter ended June 2025 (Q1FY26). The stock price of the smallcap specialty chemicals surpassed its previous high of ₹1,101.40 touched on September 25, 2024. It has zoomed by 87 per cent from its 52-week low of ₹610 hit on April 7, 2025. At 09:40 AM; Tatva Chintan Pharma Chem was trading 10 per cent higher at ₹1,119.15, as compared to 0.35 per cent decline in the BSE Sensex. Q1 results - Tatva Chintan Pharma Chem For the April to June 2025 quarter (Q1FY26), Tatva Chintan Pharma Chem reported 33.7 per cent year-on-year (YoY) jump in consolidated profit after tax at ₹6.65 crore. Revenue from operations grew 10.8 per cent at ₹116.86 crore. Earnings before interest, taxes, depreciation, and amortization (EBITDA) grew 37.4 per cent YoY at ₹17.33 crore; margins improvement 280 bps at 14.8 per cent. Trends in specialty chemicals landscape The Indian chemical industry got advantage vs China due to Trust deficit between China and the US; stringent environmental regulations since 2015 and large-scale shutdowns in China; customers preference to de-risk the supply chain led to China+1 policy; geopolitical shift after the outbreak of Covid-19 and increased cost of labour. With an increasing awareness of the ill effects of certain chemicals on humans and the environment, there is a growing trend in the chemicals industry to shift towards what is known as 'green' chemicals or more accurately sustainable chemistry. Meanwhile, China holds 39% share in the global chemical industry of which exportable specialty chemicals accounts for ~15-17 per cent while India accounts for merely 1-2 per cent indicating widespread opportunity. The spillover impact of China's declining competitiveness has set the stage for India to intensify its effort to capture larger market share, the company said. Meanwhile, during FY 25, one of the major products of the company SDA (Structure Directing Agents) saw moderation in offtake from its major export destination which is China. Due to higher adoption of LNG Powered trucks by Chinese companies, the company saw substantial decline in SDA demand from Chinese consumers. Further, the Group will be entering into the commercial phase of new products in FY 26 and offtake of new products will be crucial for improvement of business risk profile, Crisil Ratings said in its rationale. Mukul Mahavir Agrawal holds over 1 per cent holding in Tatva Chintan Pharma Chem Investor Mukul Mahavir Agrawal held 300,000 equity shares or 1.28 per cent stake in Tatva Chintan Pharma Chem at the end of June 2025 quarter, the shareholding pattern data shows. Mukul Agrawal held NIL or less than 1 per cent holding in the company at the end of March 2025 quarter, the data shows. According to information available, Mukul Mahavir Agrawal holds over 1 per cent stake in other notable listed companies, including BSE, Neuland Laboratories, Radico Khaitan, Nuvama Wealth Management, PTC Industries and LT Foods.
