Concord Enviro Systems
#ConcordEnviro
#CEWater
Recently got listed
H2 heavy business
Good Q2FY25
Rev at 162cr vs 97cr, Q1 at 103cr
PBT at 19.7cr vs 12cr, Q1 had loss of 4cr
PAT at 17.3cr vs 12cr, Q1 had 4cr loss
OCF at -2.5cr

Mamata Machinery
#Mamata
#Q2FY25
Recently got listed
Rev down at 43cr vs 45cr
H2 heavy business
Margins improve
PBT at 5.3cr vs 2.2cr, Q1 at 31lacs
PAT at 4.6cr vs 2cr Q1 at 22lacs
OCF at 1.5cr

Rajoo Engineers
#Rajoo
Rev down at 56cr vs 60cr
Margins sharply improve
Expensive valuations
PBT at 11.5cr vs 7.6cr, Q2 at 9.3cr
PAT at 9.4cr vs 6cr, Q2 at 7.9cr

Average:
Supreme Petrochem
#SupremePetro
Solid volume growth of 21%+ which is very healthy
However pricing pressure persists with higher RM cost
EBITDA and PAT ⏫5-6% despite sales⏫12%