Key Notes on Lumax Industries

February 10, 2025 One of the two listed entities of DK Jain Group. The group has a long vintage since 1945 Lumax Industries (LIL) demerged in 2003 is into automotive lighting solutions. The other listed entity Lumax Auto Technologies (LATL) is into plastics, mechatronics and structural and control systems LIL contributed 46% of group’s revenues … Read more

Key Notes on Datamatics

January 30, 2025 Datamatics is a Digital Technologies, Operations, and Experiences company that enables global enterprises to deploy digital technologies to enhance their productivity and customer experience Q3 FY25 revenues mix Digital Technologies 41% Digital Operations 42% Digital Experiences 15% Geographical revenue mix during Q3 FY25 USA 53% India 23% UK & Europe 13% ROW … Read more

Key notes on Ksolves India

January 21, 2025 A small size typical IT services Company Company mentions to be working in all the exciting fields like AI, Big Data etc etc etc TTM revenues are Rs 134 cr with net profits of Rs 38 cr. Company is currently valued at around Rs 1,150 cr 77% revenues are from overseas and … Read more

Key Notes on Infibeam Avenues

February 4, 2025 94% revenues from payments business CC Avenue (POS, payment gateway), BillAvenue (Bill Payments thru Bharat Bill Pay System – BBPS), Go Payments (digital financial services to unbanked) 6% from platforms business A cloud‐based, E2E SaaS platform allowing corporates to do large scale online business, manage the back‐end (orders, inventory & logistics), allow … Read more

Key Notes on Sammaan Capital

November 15, 2024 Erstwhile known as Indiabulls Housing Finance, Company is now owned majorly (33%) by the marquee institutions. Sameer Gehlaut is completely sold off. This Company like a typical Indiabulls entity had an erratic past. Was the darling of the market till ILFS crises and post that went into deep trouble. Reason – easy … Read more

Key Notes on Supreme Industries

January 20, 2025 India’s leading plastics product manufacturer, offering a wide and comprehensive range of plastic products in India. Revenue and EBIT mix during 9M ended December 2024 Plastic Piping – 67% and 67% Industrial products – 13%, 10% Packaging products – 16%, 16% Consumer products – 4%, 7% Track record During last 10 years, … Read more

Key Notes on Dixon Technologies

January 20, 2025 Incorporated in 1993, its a Electronic Manufacturing Services (EMS) company. Product verticals include consumer electronics, lighting, home appliance, CCTVs and mobile phones. Revenue and operating profit mix during 9M ended December 31, 2024 Mobiles and EMS – 84% and 75% Consumer Electronics & Appliances (LED TV & Refrigerator) – 10%, 10% Home … Read more

Key Notes on Zomato

January 20, 2025 Below expectations Q3. Revenue growth was good but profits declined sharply. Profit decline was primarily attributed towards faster (than expected) new store additions in Blinkit. Food delivery growth was muted. Quick commerce (Blinkit) is witnessing increasing competition. Outlook Management sees huge opportunity in Qcomm and hence wants to continue ramping up fast … Read more

Key Notes on Focus Lighting

November 26, 2024 Incorporated in 2005, the Company is engaged in manufacturing and trading of innovative LED lights and fixtures In last 5 years, it has started focusing on new segments like Home Lighting, Infrastructure Lighting & Railways with focus on innovative technologies like IOT. The company got listed on NSE Emerge in April 2017 … Read more