The water and wastewater sectors in India present a significant investment opportunity, with an estimated yearly market size of around Rs 25,000–30,000 crore, divided roughly 40:60 between water and wastewater
#EMS #wabag #wpil #ION
https://www.moneycontrol.com/news/business/stocks/are-water-stocks-set-to-make-the-next-big-splash-12778361.html#google_vignette
#EMS #wabag #wpil #ION
https://www.moneycontrol.com/news/business/stocks/are-water-stocks-set-to-make-the-next-big-splash-12778361.html#google_vignette
Moneycontrol
Are water stocks set to make the next big splash?
While presenting the budget on Tuesday, Finance Minister Nirmala Sitharaman said that the Centre will be working in partnership with the state governments and Multilateral Development Banks to promote water supply, sewage treatment and solid waste management…
👍1
Credit to Shreenidhi P from X.
Ganesha Ecosphere
#GaneshaEcosphere
#Ganecos
Solid Q1FY25 👏
Small margin compression QoQ, solid uptick YoY
Rev at 336cr vs 254cr, Q4 at 305cr
PBT at 30cr vs 5cr, flat QoQ
PAT at 22.5cr vs 3.4cr, Q4 at 21.5cr
Supriya LifeSciences
#Supriya
#SupriyaLife
Solid Q1FY25 👏
Rev at 161cr vs 132cr, Q4 at 160cr
PBT at 60cr vs 43cr Q4 at 53cr
PAT at 45cr vs 29cr, Q4 at 37cr
Jyoti CNC Machines
#JyotiCNC
Rev at 361cr vs 208cr, Q4 at 450cr
PBT at 78cr vs -13cr, Q4 at 107cr
PAT at 51cr vs -13cr, Q4 at 99cr
PNC Infratech
#PNCINfra
Includes some one offs and early completion bonus
Rev at 2167cr vs 2091cr, Q4 at 2600cr
PBT at 768cr vs 262cr, Q4 at 533cr
PAT at 575cr vs 180cr, Q4 at 396cr
EMS Ltd
#EMS
Solid Q1FY25 👏
H2 heavy , so QoQ isn't comparable
Rev at 206cr vs 138cr
PBT at 49.4cr vs 30.5cr
PAT at 37.1cr vs 22.7cr
Electrotherm
#Electrotherm
Rev at 1058cr vs 931cr, Q4 at 1217cr
PBT and PAT at 109cr vs 39cr, Q4 at 104cr
Advanced Enzyme
#AdvEnzyme
Degrowth QoQ
Rev at 154cr vs 147cr, Q4 at 157cr
PBT at 41cr vs 49cr, Q4 at 55cr
PAT at35cr vs 29cr, Q4 at 30cr
Nila Infrastructures
#NilaInfra
Rev at 41cr vs 24cr, Q4 at 86fr
PBT at 6.5cr vs 0.67cr, Q4 at 7.4cr
PAT at 5cr vs 22lacs, Q4 at 5.3cr
Finolex Cables
#FinolexCables
Core business degrows
Associates and JV profit grows to 156cr vs 35cr, Q4 at 50cr
Core business PBT at 162cr vs 174cr, Q4 at 199cr
PBT at 318cr vs 210cr, Q4 at 250cr
Vinati Organics
#VinatiOrg
YoY good, QoQ bad
Rev at 524cr vs 438cr, Q4 at 550cr
PBT at 112cr vs 92cr, Q4 at 139cr
PAT at 84cr vs 69cr, Q4 at 104cr
Atul Auto
#AtulAuto
Turnaround , but down sharply QoQ
Rev at 135cr vs 60cr, Q4 at 161cr
PBT at 1.3cr vs -12cr, Q4 at 6.5cr
PAT at 0.76cr vs -9.4cr, Q4 at 4.8cr
Lumax Auto Technologies
#LumaxAutoTech
Rev at 756cr vs 531cr, Q4 at 857cr
PBT at 56.5cr vs 43cr, Q4 at 62cr
PAT at 41.6cr vs 30cr, Q4 at 51cr
HCP Plastene Bulkpack
#HCPPlastene
Turnaround qtr
Rev at 104cr vs 59cr, Q4 at 76cr
PBT at 2.8cr vs -2.6,cr, Q4 at 1.4cr
PAT at 2.1cr vs -2.4cr, Q4 at 1.2cr
Kapston Services
#Kapston
Rev at 153cr vs 113cr, Q4 at 14qcr
Margins down QoQ
PBT at 2.9cr vs 2cr, Q4 at 3.5cr
PAT at 3.3cr vs 2.7cr, Q4 at 2.7cr
AYM Syntex
#AYMSyntex
Turnaround qtr, but sharply down QoQ
Rev at 347cr vs 319cr, Q4 at 374cr
PBT at 3.5cr vs -7.3cr, Q4 at 17.4cr
Precision Wires
#PrecisionWires
Rev at 952cr vs 798cr, Q4 at 878cr
PBT at 30cr vs 22cr, Q4 at 29cr
PAT at 22 cr vs 16.5cr,flat QoQ
Indo Thai Securities
#IndoThai
Rev at 9.4cr vs 7cr, Q4 at 6.5cr
PBT at 5.9cr vs 4.2cr, Q4 at 3.5cr
Crown Lifters
#Crown
Seasonality in the business
Rev at 7.6cr vs 5cr, Q4 at 10.5cr
PBT at 2.3cr vs 1.1cr, Q4 at 3.7cr
PAT at 11cr vs 1.qcr including 12.2cr one off gains, Q4 at 1.9cr
12.2cr gains due to change in depreciation accounting
Metroglobal
#Metroglobal
Rev at 69cr vs 47cr, Q4 at 58cr
Other inc at 4.6cr vs 7.6cr QoQ
PBT at 9cr vs 2.7cr, Q4 at 10.5cr
Khaitan India
#Khaitan
Rev at 19cr vs 13cr, Q4 at 16cr
PBT at 2.1cr vs 38lacs, Q4 at 1.9cr
Modern Dairies
#ModDairies
Rev at 94cr vs 83cr, Q4 at 98cr
PBT at 3.8cr vs 2cr, Q4 at 6.3cr
HEC Infra
#HECInfra
Rev at 18cr vs 13cr, Q4 at 28cr
PBT at 1.1cr vs 26lacs, Q4 at 1.9cr
PPAP Auto
#PPAP
Turnaround, but profits are very tiny and hardly any
Very inconsistent performer despite sector having the best 3 years from FY21 to FY24
Autoline Industries
#Autoline
Another laggard that hasn't done anything over last 10 years
Rev at 151cr vs 149cr, Q4 at 189cr
PBT at 5.3cr vs 1.7cr, Q4 at 5.7cr
Ganesha Ecosphere
#GaneshaEcosphere
#Ganecos
Solid Q1FY25 👏
Small margin compression QoQ, solid uptick YoY
Rev at 336cr vs 254cr, Q4 at 305cr
PBT at 30cr vs 5cr, flat QoQ
PAT at 22.5cr vs 3.4cr, Q4 at 21.5cr
Supriya LifeSciences
#Supriya
#SupriyaLife
Solid Q1FY25 👏
Rev at 161cr vs 132cr, Q4 at 160cr
PBT at 60cr vs 43cr Q4 at 53cr
PAT at 45cr vs 29cr, Q4 at 37cr
Jyoti CNC Machines
#JyotiCNC
Rev at 361cr vs 208cr, Q4 at 450cr
PBT at 78cr vs -13cr, Q4 at 107cr
PAT at 51cr vs -13cr, Q4 at 99cr
PNC Infratech
#PNCINfra
Includes some one offs and early completion bonus
Rev at 2167cr vs 2091cr, Q4 at 2600cr
PBT at 768cr vs 262cr, Q4 at 533cr
PAT at 575cr vs 180cr, Q4 at 396cr
EMS Ltd
#EMS
Solid Q1FY25 👏
H2 heavy , so QoQ isn't comparable
Rev at 206cr vs 138cr
PBT at 49.4cr vs 30.5cr
PAT at 37.1cr vs 22.7cr
Electrotherm
#Electrotherm
Rev at 1058cr vs 931cr, Q4 at 1217cr
PBT and PAT at 109cr vs 39cr, Q4 at 104cr
Advanced Enzyme
#AdvEnzyme
Degrowth QoQ
Rev at 154cr vs 147cr, Q4 at 157cr
PBT at 41cr vs 49cr, Q4 at 55cr
PAT at35cr vs 29cr, Q4 at 30cr
Nila Infrastructures
#NilaInfra
Rev at 41cr vs 24cr, Q4 at 86fr
PBT at 6.5cr vs 0.67cr, Q4 at 7.4cr
PAT at 5cr vs 22lacs, Q4 at 5.3cr
Finolex Cables
#FinolexCables
Core business degrows
Associates and JV profit grows to 156cr vs 35cr, Q4 at 50cr
Core business PBT at 162cr vs 174cr, Q4 at 199cr
PBT at 318cr vs 210cr, Q4 at 250cr
Vinati Organics
#VinatiOrg
YoY good, QoQ bad
Rev at 524cr vs 438cr, Q4 at 550cr
PBT at 112cr vs 92cr, Q4 at 139cr
PAT at 84cr vs 69cr, Q4 at 104cr
Atul Auto
#AtulAuto
Turnaround , but down sharply QoQ
Rev at 135cr vs 60cr, Q4 at 161cr
PBT at 1.3cr vs -12cr, Q4 at 6.5cr
PAT at 0.76cr vs -9.4cr, Q4 at 4.8cr
Lumax Auto Technologies
#LumaxAutoTech
Rev at 756cr vs 531cr, Q4 at 857cr
PBT at 56.5cr vs 43cr, Q4 at 62cr
PAT at 41.6cr vs 30cr, Q4 at 51cr
HCP Plastene Bulkpack
#HCPPlastene
Turnaround qtr
Rev at 104cr vs 59cr, Q4 at 76cr
PBT at 2.8cr vs -2.6,cr, Q4 at 1.4cr
PAT at 2.1cr vs -2.4cr, Q4 at 1.2cr
Kapston Services
#Kapston
Rev at 153cr vs 113cr, Q4 at 14qcr
Margins down QoQ
PBT at 2.9cr vs 2cr, Q4 at 3.5cr
PAT at 3.3cr vs 2.7cr, Q4 at 2.7cr
AYM Syntex
#AYMSyntex
Turnaround qtr, but sharply down QoQ
Rev at 347cr vs 319cr, Q4 at 374cr
PBT at 3.5cr vs -7.3cr, Q4 at 17.4cr
Precision Wires
#PrecisionWires
Rev at 952cr vs 798cr, Q4 at 878cr
PBT at 30cr vs 22cr, Q4 at 29cr
PAT at 22 cr vs 16.5cr,flat QoQ
Indo Thai Securities
#IndoThai
Rev at 9.4cr vs 7cr, Q4 at 6.5cr
PBT at 5.9cr vs 4.2cr, Q4 at 3.5cr
Crown Lifters
#Crown
Seasonality in the business
Rev at 7.6cr vs 5cr, Q4 at 10.5cr
PBT at 2.3cr vs 1.1cr, Q4 at 3.7cr
PAT at 11cr vs 1.qcr including 12.2cr one off gains, Q4 at 1.9cr
12.2cr gains due to change in depreciation accounting
Metroglobal
#Metroglobal
Rev at 69cr vs 47cr, Q4 at 58cr
Other inc at 4.6cr vs 7.6cr QoQ
PBT at 9cr vs 2.7cr, Q4 at 10.5cr
Khaitan India
#Khaitan
Rev at 19cr vs 13cr, Q4 at 16cr
PBT at 2.1cr vs 38lacs, Q4 at 1.9cr
Modern Dairies
#ModDairies
Rev at 94cr vs 83cr, Q4 at 98cr
PBT at 3.8cr vs 2cr, Q4 at 6.3cr
HEC Infra
#HECInfra
Rev at 18cr vs 13cr, Q4 at 28cr
PBT at 1.1cr vs 26lacs, Q4 at 1.9cr
PPAP Auto
#PPAP
Turnaround, but profits are very tiny and hardly any
Very inconsistent performer despite sector having the best 3 years from FY21 to FY24
Autoline Industries
#Autoline
Another laggard that hasn't done anything over last 10 years
Rev at 151cr vs 149cr, Q4 at 189cr
PBT at 5.3cr vs 1.7cr, Q4 at 5.7cr
👍14
EMS | Management Interview
#EMS #EMSLIMITED
⚡30% growth with Revenue should hit 1000crs, which is intact
⚡Margins were guided 27% to 28% and will be maintained
⚡Majority of fund raising will be used for working capital
⚡Orderbook in the range of 2300-2400 crs till date
⚡Bid book increased from 4000crs to 10k crs 😁
⚡Going forward O&M part of the revenue will be between 10-20% in 3 to 4 years TF
#EMS #EMSLIMITED
⚡30% growth with Revenue should hit 1000crs, which is intact
⚡Margins were guided 27% to 28% and will be maintained
⚡Majority of fund raising will be used for working capital
⚡Orderbook in the range of 2300-2400 crs till date
⚡Bid book increased from 4000crs to 10k crs 😁
⚡Going forward O&M part of the revenue will be between 10-20% in 3 to 4 years TF