Anand Rathi Share & Stock Brokers Ltd. Share Price

Anand Rathi Share & Stock Brokers Issues ₹1 Crore NCDs

Infrastructure — ARSS Infrastructure Projects Ltd.

ARSS Infra ₹130.53 Crore Railway Order Puts Stock in Focus

🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥

🔹 #SGMART — 🚀 118% EBITDA growth outlook; ₹300 Cr EBITDA target for FY27 🔹 #SENORES — 💊 Targeting 30–40% revenue growth and 50–60% PAT growth in FY27 🔹 #SAKAR — 🧬 25% revenue CAGR with 50%+ PAT growth; oncology business ramp-up is a key catalyst 🔹 #SGFIN — 💰 Targeting 43% PAT growth and ₹225 Cr PAT in FY27 🔹 #SHADOWFAX — 🚚 FY27 revenue growth guidance upgraded sharply to 38–40% 🔹 #NEOGEN — 🔋 ~40% revenue growth expected, supported by battery-chemical expansion 🔹 #HFCL — 🌐 FY27 revenue growth guidance doubled to 40% from 20% 🔹 #SAHASRA — ⚡ Targeting 100% revenue growth and ₹275–300 Cr revenue in FY27 🔹 #SANGAMIND — 📈 Management targeting 100% PAT growth in FY27 🔹 #JSFB — 🏦 80%+ PAT growth outlook, with strong loan and deposit growth targets 🔹 #MOTILALOFS — 🏠 Housing finance AUM expected to grow 20%+ annually over the next 2–3 years 🔹 #BORORENEW — ☀️ Targeting 60% revenue & EBITDA growth; 600 TPD capacity expansion planned 🔹 #MBAPL — 🌾 >50% revenue growth expected in FY27, led by the Dhule SSP ramp-up 🔹 #ATLANTAELE — ⚡ Management sees ~40% revenue CAGR over the next 3 years 🔹 #NETWEB — 🖥️ 35–40% revenue growth outlook with healthy margin expectations 🔹 #SYRMA — 🔌 30–35%+ growth opportunity with strong FY27 targets 🔹 #JUBLINGREA — 🧪 32–40% EBITDA growth target; ₹750–800 Cr EBITDA outlook 🔹 #KRISHANA — 🌱 30–35% revenue growth guidance for FY27 🔹 #ARSSBL — 📊 30–35% PAT growth expected in FY27 🔹 #CGCL — 💰 30%+ AUM CAGR targeted through FY28 🔹 #SOBHA — 🏗️ 30%+ pre-sales growth target for FY27

KSE Q1 FY26: Profit Collapse, Margins Near Zero, Dairy Expansion Focus

KSE reported a very weak Q1 FY26 with profits and margins collapsing despite modest revenue growth. Rising costs and operational inefficiencies weighed heavily on performance. 📊 Q1 FY26 Financial Snapshot Net Profit: ₹9M vs ₹386M (YoY -98%). Revenue: ₹4.54B vs ₹4.16B (YoY +9%). EBITDA: ₹2M vs ₹496M (YoY -99%). EBITDA Margin: ~0.04% vs 11.9% (YoY sharp decline). 📌 Fundamentals & Ratios Debt-to-Equity: ~0.3, conservative leverage. P/E Ratio: ~12–14, valuation under pressure due to earnings collapse. ROE: ~2–3%, very weak capital efficiency. EBITDA Margin: ~0.04%, near breakeven. Dividend Yield: ~0.5%, modest payout but sustainability questionable. 🐄 Key Projects & Business Drivers Animal Feed & Dairy: Core business in cattle feed and milk products. Expansion in Value-Added Dairy: Push into branded milk, ghee, and butter. Distribution Network: Strong presence in South India. Agri-Linkages: Integration with farmers for raw material sourcing. Diversification: Exploring packaged food and allied agri-products. ⚠️ Risks & Watchpoints Margin Collapse: Severe cost pressures and inefficiencies. Raw Material Volatility: Prices of agri-inputs and dairy feed. Demand Cyclicality: Dependent on rural consumption trends. Competition: Intense rivalry in dairy and feed segments. Execution Risks: Need to stabilize operations and improve efficiency.

🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥

🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥 !SGMART