Multibagger Stock IdeaSβ„’οΈπŸ“ˆπŸ’°πŸŽ―
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Long Term and Short term investment ideas and studies

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Relaxo Footwears #Q2FY24
Robust recovery πŸ‘πŸ‘


Revenue at Rs. 715 crores, grew by 7% YoY

EBITDA stood at Rs. 92 crores & grew by 54%
Margins at 12.8% up 392 bps

Net Profit stood at Rs. 44 crores & grew by 97%
Margins at 6.2% up 283 bps
πŸ‘4
PSP Projects #Q2FY24
Strong results 🀩🀩


Revenue grew by 70% to 607 Cr YoY

EBITDA grew by 91% to 73 Cr
Margin 12.15% vs 10.83%

Net profit grew by 72% to 39 Cr

Outstanding order book 4,898 Cr
During Q2, the company was awarded 9 projects
πŸ‘5
IEX #Q2FY24
Decent result πŸ‘πŸ‘

Revenue grew by 17% to 133 Cr YoY

EBITDA grew by 19% to 116 Cr
Margin 87.5% vs 85.67%

Net Profit grew by 21% to 71 Cr YoY

During Q2, Exchange recorded a trading volume of 26.53 BU, growth of 15%
❀3πŸ‘1
Escorts Kubota #Q2FY24 
Strong recovery in Margin and profitabilityπŸ”₯πŸ”₯


Revenue grew by 9% to 2060 Cr YoY

EBITDA grew by 74% to 260 Cr
Margin 12.7% vs 7.9%

Net profit grew by 126% to 223 Cr

Tractor volumes down by 7% to 22,024 units YoY
Construction Equipment volumes up by 72% at 1,577 units
Railway equipments up by 29% to  234 Cr
πŸ‘4
Satia Industries #Q2FY24

Revenue at 373 Cr, a decline of 19% YoY

EBITDA at 86 Cr, down by 7%
Margins improved by 290 bps to 23.1%

Net Profit down by 6% to 48 Cr

Revenue is down due to reduction in
paper prices
During Q2, company has prepaid term loans of 28 Cr
Company is targeting ~200 bps improvement in the EBITDA margins in FY24 over FY23
πŸ‘12
Jamna Auto #Q2FY24
Strong margins and PAT Growth πŸ”₯πŸ”₯πŸ”₯


Revenue grew by 10% to 607 Cr YoY

EBITDA grew by 28% to 81 Cr
Margin 13.3% vs 11.4%

Net Profit grew by 35% to 50 Cr

CV production grew by 8% YoY
M&HCV production grew by 17%
Bikaji Foods #Q2FY24
Strong margin improvement and PAT growth πŸ”₯πŸ”₯


Revenue grew 5% YoY to Rs. 608 Cr
Volume growth of 5.1% YoY

EBITDA grew 36% to Rs. 88 Cr
Margin of 14.4% (up 330bps YoY and 80bps QoQ)
led by operating efficiency and superior mix combined with the impact of favorable raw material prices

Net Profit grew 46% YoY to Rs. 60 Cr

Increased Direct Coverage by 46k outlets in Q2; on track to reach 2.5 lakh outlets by FY24
πŸ‘2
RR Kabel #Q2FY24
Excellent EBITDA and PAT growth πŸ”₯πŸ”₯


Revenue grew by 18% to 1609 Cr YoY

EBITDA grew by 93% to 121 Cr
Margin 7.5% vs 4.6%

Net Profit grew by 112% to 74 Cr

W&C segment registered ~24% growth in H1 FY24
FMEG segment registered ~20% growth in H1 FY24
πŸ‘5
UNO Minda #Q2FY24
Highest Revenue and PAT everπŸ”₯πŸ”₯


Revenue of 3621 Cr, YoY growth 26%

EBITDA of 402 Cr, YoY growth 26%
Margin 7.1% vs 6.3%

PAT at 225 Cr, YoY growth 32%

Announced capex of 542 Cr for new Greenfield 4Wheeler Alloy wheel Plant with capacity of 120,000 GDC alloy wheels per month
πŸ‘2
Trident #Q2FY24
Recovery in Topline and margin expansion
πŸ”₯πŸ”₯

Revenue 1797 Cr vs 1437 Cr YoY, growth of 25%

PBT 130 Cr vs 49 Cr, growth of 165%

Net Profit 90 Cr vs 37 Cr, growth of 143%

EPS 0.18 vs 0.07

Yarn segment grew by 15% to 834 Cr
Towel segment grew by 18% to 707 Cr
Badsheet segment grew by 52% to 334 Cr
πŸ‘10