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Reema Tendulkar
5,966 posts
@Reematendulkar

Reema Tendulkar

@Reematendulkar
CNBC TV18 Anchor and Editor- Tech & Telecom- follow me on insta handle instagram.com/reema_tendulka…
Mumbai, India
Joined September 2013
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  • @Reematendulkar
    Reema Tendulkar
    @Reematendulkar
    56m
    Milky Mist up 10% post strong Q1 Stk at 232 vs Issue Price at 140 We chat with the mgmt today and guidance is strong FY27 revenue growth seen 33–35% (Co has been growing at 30%+) Yogurt is a major growth driver: yogurt grew ~150% last quarter, with earlier capacity
  • @Reematendulkar
    Reema Tendulkar
    @Reematendulkar
    1h
    Why Happiest Minds share price slipped 9% post deal with ITC infotech - We specifically ask the mgmt on the 2 concerns in our interview #1: No premium Promoters get cash at ~Rs 395 for a 22% stake Happiest Shareholder get a swap into a newly listed ITC Infotech with Implied
    @CNBCTV18News
    CNBC-TV18
    @CNBCTV18News
    1h
    Happiest Minds: ITC Infotech To Acquire 22.1% Stake For Rs 1,329 Cr Co-Chairman & CEO, Joseph Anantharaju & MD, Venkatraman Narayanan To @CNBCTV18News - ITC will hold approx 74% of the combined company post-integration - There will be no open offer under the current
    00:00
  • @Reematendulkar
    Reema Tendulkar
    @Reematendulkar
    16h
    Happiest Minds - ITC infotech deal announced as reported by Vivek Iyer on @CNBCTV18News Ashok Soota to sell 22.106% of Happiest Minds to ITC Infotech for ₹1,329.7 crore. The promoter of happiest Minds currently holds 44.21% They sell roughly half of their existing stake for
    4
  • @Reematendulkar
    Reema Tendulkar
    @Reematendulkar
    23h
    IGL price hike explained by ICICI Securities Probal Sen IGL Q1 gross margin fell to ~₹12/SCM and EBITDA to ~₹3.4/SCM. The latest hike could improve gross margin by ~₹1.2–1.3/SCM to ~₹13.5/SCM. Q2 EBITDA is likely around ₹4.5–5/SCM, versus ₹3.4/SCM in Q1. Company’s
    @CNBCTV18News
    CNBC-TV18
    @CNBCTV18News
    Aug 31
    IGL Hikes Delhi CNG Price | ICICI Securities’ Probal Sen To @CNBCTV18News - Even with the CNG price hike, margin may improve by just Rs 1.20-1.30/scm - There will still be margin compression despite price hikes @Reematendulkar @_prashantnair #CNBCTV18Market WATCH:
  • @Reematendulkar
    Reema Tendulkar
    @Reematendulkar
    Aug 31
    CapriGlobal to @cnbctv18 Management is contemplating a capital raise to fund its growth targets. Currently in discussions with Jefferies and Citi. Management says it is good to go for the next 2–4 quarters Discussions are still preliminary. Growth targets: ₹40,000 cr → ₹1
    @CNBCTV18News
    CNBC-TV18
    @CNBCTV18News
    Aug 31
    #OnCNBCTV18 | #CapriGlobal’s FY27 Outlook MD, Rajesh Sharma To @CNBCTV18News - Should be able to cross Rs 1 lakh AUM in the next 3 years - Gold loan can be 50-55% of AUM in about 3 years - May look at fund raise in next 2-4 quarters @Reematendulkar @Nigel__DSouza