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

Thomas Cook
#THOMASCOOK

Solid outlook for Q4FY24 and FY25👏

20%+ topline growth with stable margins of 7-8%
Return ratios to improve well
Target to reach 15%

Strong forward bookings
All segments firing together

Cost cutting initiatives that has led to margin expansion is sticky and will continue

Sterling holidays:
Plans to add 2-3 new hotels a quarter
ARR and RevPAR will remain healthy

Travel theme is here to stay