Brief India: Leskart Solutions IPO- Covered-Up Deal? and more
In this briefing: Leskart Solutions IPO- Covered-Up Deal? The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY 1. Leskart Solutions IPO- Covered-Up Deal? Lenskart Solutions (0370405Z IN) much-awaited IPO, comprising a fresh issue of INR 21.5 bn and offer for sale of 127.5 mn shares, is set to open for subscription this week. We also find it surprising to note that the company purchased Dealskart, a profitable company with EBITDA of INR 2.33 bn for an insignificant sum of INR 20 mn. Company was able to report in FY25 is mainly on account of “Other Income” by accounting for gains from lower deferred consideration to boost its Profitability. 2. The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution Wendt India completed a transformative acquisition of global “Wendt” brand IP , while Wendt GmbH (3M) initiated exit from the JV , consolidating CUMI and public ownership.
cityfalcon.com
Brief India: The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution and more
In this briefing: The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY NLC India Limited - Improved Power Generation; PAT Down Due to Lower Other Income 1. The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution Wendt India completed a transformative acquisition of global “Wendt” brand IP , while Wendt GmbH (3M) initiated exit from the JV , consolidating CUMI and public ownership. Autonomous brand/IP rights unshackle Wendt from legacy risk while maintaining technical lead . A diversified, high technology industrial revenue stream, debt-free balance sheet , and high cash conversion reinforce the investment case. Wendt India is among the highest quality plays in Indian manufacturing: sticky client relationships, sectoral diversity, and recurring cash flows balance mid-term volatility in autos/steel . 2.
cityfalcon.com
Brief Equities Bottom-Up: Heidelberg Cement India Ltd - Operating Performance Better Than Expected. and more
In this briefing: Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY NLC India Limited - Improved Power Generation; PAT Down Due to Lower Other Income APL Apollo Tubes Ltd - Resilient Q2; Growth Likely to Pick Up in H2 1. Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Volume Growth: The company reported a volume growth of 9% YoY in Q2FY26, driven by better demand in its operating region, which was above expectations. Consequently, we revise our volume growth guidance marginally higher to 4.95 mtpa from 4.8 mtpa. The company is expected to achieve a volume growth of 8% CAGR over FY25-FY27E. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.
cityfalcon.com
Brief India: Heidelberg Cement India Ltd - Operating Performance Better Than Expected. and more
In this briefing: Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY NLC India Limited - Improved Power Generation; PAT Down Due to Lower Other Income APL Apollo Tubes Ltd - Resilient Q2; Growth Likely to Pick Up in H2 1. Heidelberg Cement India Ltd - Operating Performance Better Than Expected. Volume Growth: The company reported a volume growth of 9% YoY in Q2FY26, driven by better demand in its operating region, which was above expectations. Consequently, we revise our volume growth guidance marginally higher to 4.95 mtpa from 4.8 mtpa. The company is expected to achieve a volume growth of 8% CAGR over FY25-FY27E. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.
cityfalcon.com
Brief Equities Bottom-Up: Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! and more
In this briefing: Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY NLC India Limited - Improved Power Generation; PAT Down Due to Lower Other Income APL Apollo Tubes Ltd - Resilient Q2; Growth Likely to Pick Up in H2 Coal India Ltd - Weak Q2 Inline with Expectations; Volume Growth Continues to Disappoint 1. Federal Bank Ltd. - Infusion of ‘Conviction Capital’ by Blackstone to Drive Robust Growth! Deal Details Federal Bank (FB) has announced a major capital-raising move through a preferential issue of warrants to Blackstone. Post conversion of the warrants, Blackstone will hold a 9.99% stake, making it the largest shareholder. The board approved the issue of ~27.3 Cr warrants, each carrying a right to subscribe to 1 fully paid-up equity share of the bank to Blackstone at Rs 227/share for a consideration of Rs 6,197 Cr. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
cityfalcon.com
Brief Equities Bottom-Up: Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY and more
In this briefing: Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY NLC India Limited - Improved Power Generation; PAT Down Due to Lower Other Income APL Apollo Tubes Ltd - Resilient Q2; Growth Likely to Pick Up in H2 Coal India Ltd - Weak Q2 Inline with Expectations; Volume Growth Continues to Disappoint Varun Beverages Ltd - International Fizz Cushions Domestic Slowdown; Maintain BUY 1. Mold-Tek Packaging - Performance In Line with Expectations; Maintain BUY Pharma Division – Sustained Momentum: The pharma packaging segment continued to deliver robust growth, with revenue increasing 45% QoQ to Rs 10.8 Cr, albeit on a low base (Rs 7.4 Cr in Q1FY26). Management highlighted pharma packaging as a key structural growth driver, supported by new client additions, innovative product offerings, and increasing capacity utilization (>50%). The company reiterated its FY26 revenue target of Rs 35 Cr, with a peak potential of Rs 55–60 Cr at current capacity, indicating a meaningful contribution to margin expansion over the medium term.
cityfalcon.com
Mold-Tek Packaging announces stellar Q1FY26 Results, PAT stood at Rs 22.40 crore
Hyderabad (Telangana) [India], July 29: Mold-Tek Packaging Limited is pleased to announce an extraordinary start to FY 2025-26, with excellent performance in the first quarter ended June 30, 2025. The Company recorded an impressive overall sales volume growth of 15%, reflecting strong momentum across all key business segments reflecting better product mix and enhanced capacity utilization.
cityfalcon.com