Some #Q3FY24 concall pointers:

DB Corp
#DBCORP
Record highest quarter with significant margin expansion
Believes margins might go up further from here in Q4
Expecting newsprint prices to fall further
Strong advertising revenues to continue
Industry leading performance in FM with industry leading margins

Thomas Cook
#THOMASCOOK
Record highest quarter in terms of revenue, EBITDA PBT n PAT
Margins expand well both QoQ n YoY
Efforts to sustain and improve these margins further
Forward bookings are very strong which augurs well for Q4
December had 7 days of holiday which impacted forex business slightly
Sterling Holidays will continue to improve performance
Good ARR and RevPAR growth witnessed
More resorts to be added

Jindal Saw
#JINDALSAW
Q3 had been a record quarter in comps history in terms of revenue, EBITDA, margins,PBT and PAT
Q4 is seasonally the strongest quarter and company believes this Q4 to be highest as well
Orderbook at 1.4x
Comfortable to keep it there
RM prices have stabilized which augurs well for margins
14-16% seems sustainable margins
Hunter JV should be profitable in FY25

Tejas Networks
#TejasNetworks
#TejasNet
Blockbuster Q2FY25 🔥👏
Rev at 2695cr vs 395cr, Q1 at 1496cr
Other income at 156cr vs 66cr(PLI benefits)
PBT at 411cr vs loss, Q1 at 121cr
3.5x QoQ!!!🔥🔥
PAT at 275cr vs -12cr, Q1 at 77cr
OCF at -682cr as most of the revenue uptick happened in Q2

Jindal Saw
#JindalSaw
Fantastic Q2FY25 on a very high base👏
Delivering consistent and steady set every quarter
Beats its own best qtr
Highest ever Q2
Rev at 5571cr vs 5466cr, Q1 at 4939cr
Solid margin expansion YoY
Holds on to 17% OPM
Solid debt reduction QoQ and YoY
Prepaid 200cr in October
Will prepay another 250cr soon
PBT at 643cr vs 495cr, Q1 at 588cr
PAT at 475cr vs 355cr, Q1 at 416cr
Solid QoQ uptick in PBT and PAT 🔥
OCF at 1169cr vs 787cr👏👏

Jindal Saw
#JindalSaw

Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT 👏

Highest ever Q2

Solid margins maintained consistently from last 8 qtrs

Steady orderbook with solid demand

Q2FY25:
Rev at 5602cr vs 5488cr
EBITDA at 944cr vs 826cr
PBT at 636cr vs 496cr
PAT at 475cr vs 356cr

Orderbook at $1.62 billion

Sold 49,000MT rust free pipes from South division

Prepaid 200cr loans in Oct 2024
Intends to prepay another 250cr in next few months