IndiaMART InterMesh
#IndiaMart
Rev at 354cr vs 305cr, Q2 at 347cr⏫16%
Other income lower by 20cr QoQ
Other income at 45cr vs 42cr, Q2 at 65.5cr
EBITDA at 138cr vs 86cr⏫61%, Q2 at 122cr
OPM at 39% vs 28%,Q2 at 35%
Highest ever OPM
Should normalise when customer addition gains pace
PBT at 159cr vs 109cr, Q2 at 177cr
PAT at 121cr vs 82cr, Q2 at 135cr
Collections ⏫10% at 363cr
Much better vs 5% growth in Q2FY25
Deferred revenues at 1492cr⏫17%
Paying suppliers at 214k, growing at just 1% YoY, down 2% QoQ
OCF of 114cr
Cash of 2606cr

UCO Bank
#UCOBank
Rev at 7405cr vs 6412cr, Q2 at 7071cr
PPOP at 1585cr vs 1119cr, Q2 at 1431cr
PBT at 996cr vs 776cr, Q2 at 938cr
PAT at 639cr vs 502cr, Q2 at 602cr
GNPA and NNPA down QoQ and YoY
GNPA at 2.91% vs 3.85%, Q2 at 3.18%
Asset quality and RoA steady

Decent/Too rich valuations:
#KEIInd
Rev⏫19%, EBITDA ⏫12%, PAT ⏫9%
P/E of 61x TTM