Capacite Infra #Q3FY24
Highest Ever PAT 🔥
Revenue of 481 crores, up 8% YoY
EBITDA stood at 63 crores, flat
EBIDTA Margin: 18.5% vs 20.1%
Net Profit of 29.6 crores, up 29% YoY
Order Book stood at ₹9,670 crores
Highest Ever PAT 🔥
Revenue of 481 crores, up 8% YoY
EBITDA stood at 63 crores, flat
EBIDTA Margin: 18.5% vs 20.1%
Net Profit of 29.6 crores, up 29% YoY
Order Book stood at ₹9,670 crores
👍3❤1
HPL Electric #Q3FY24
Excellent results 🔥🔥
Revenue reached 365 Crore, growth of 21% YoY
EBITDA at 50 Crore, growth of 35%
EBIDTA margin improving to 13.60% vs 12.20%
Net Profit stood at 12 Crore, growth of 87%
Order book ₹2400+ Crore
Excellent results 🔥🔥
Revenue reached 365 Crore, growth of 21% YoY
EBITDA at 50 Crore, growth of 35%
EBIDTA margin improving to 13.60% vs 12.20%
Net Profit stood at 12 Crore, growth of 87%
Order book ₹2400+ Crore
👍5❤1😱1
AVG Logistics #Q3FY24
Excellent performance 👏
Revenue up by 17% to 125 Cr YoY
EBITDA up by 18% to 23 Cr
Margin at 18.47% vs 18.16%
Net Profit Up By 255% to 4.8 Cr
During Q3 fleet size increased to 550 vehicles
Co forms a strategic JV, secures a INR 150 Cr Indian Railways contract, expands cold chain fleet
Excellent performance 👏
Revenue up by 17% to 125 Cr YoY
EBITDA up by 18% to 23 Cr
Margin at 18.47% vs 18.16%
Net Profit Up By 255% to 4.8 Cr
During Q3 fleet size increased to 550 vehicles
Co forms a strategic JV, secures a INR 150 Cr Indian Railways contract, expands cold chain fleet
👍5❤2
Phantom Digital Effects #Q3FY24
Fantastic performance 🔥🔥
Revenue grew by 99% to 26% YoY
EBITDA grew by 102% to 12 Cr
Margin at 46.06% vs 45.24%
Net Profit grew 95% to 7.8 Cr
Fantastic performance 🔥🔥
Revenue grew by 99% to 26% YoY
EBITDA grew by 102% to 12 Cr
Margin at 46.06% vs 45.24%
Net Profit grew 95% to 7.8 Cr
❤3
Companies with Strong #Q3FY24
Phantom Digital Effects
AVG Logistics
Emmbi Industries
Yatra Online
HPL Electric
Capacite Infra
Ethos Ltd
Eureka Forbes
Marksans Pharma
Maitreya Medicare
Mazagon Dock
Captain Polyplast
Skipper Ltd
V2 Retail
Fineotex Chemicals
Genesys International
Mufin Green
NMDC
KPI Green Energy
Jyoti CNC
Nuvama Wealth Management
IndoTech Transformers
Techno Electric
Ahluwalia Contracts
BOSCH
NBCC
Shaily Engineering
Thejo Engineering
Sika Interplant
Ceinsys Tech
Borosil Ltd
Lumax Auto
KIOCL
Cineline
Nile
Phoenix Mills
Seamec
Titan Biotech
Savita Oil Technologies
Advait Infratech
Bharat forge
Oriental Rail Infra
Phantom Digital Effects
AVG Logistics
Emmbi Industries
Yatra Online
HPL Electric
Capacite Infra
Ethos Ltd
Eureka Forbes
Marksans Pharma
Maitreya Medicare
Mazagon Dock
Captain Polyplast
Skipper Ltd
V2 Retail
Fineotex Chemicals
Genesys International
Mufin Green
NMDC
KPI Green Energy
Jyoti CNC
Nuvama Wealth Management
IndoTech Transformers
Techno Electric
Ahluwalia Contracts
BOSCH
NBCC
Shaily Engineering
Thejo Engineering
Sika Interplant
Ceinsys Tech
Borosil Ltd
Lumax Auto
KIOCL
Cineline
Nile
Phoenix Mills
Seamec
Titan Biotech
Savita Oil Technologies
Advait Infratech
Bharat forge
Oriental Rail Infra
👍15❤6
Epack Durable #Q3FY24
Turnaround nos 👏🔥
Revenue grew by 1% to 279 Cr YoY
EBITDA grew by 439% to 24 Cr
EBITDA Margins +689 Bps YoY to 8.49%
Net Profit at 5 Cr vs 6 cr of loss
manufacturing capacity has increased by 50% YoY in Q3FY24
WC Days reduced to 51 from 90 in FY23
Turnaround nos 👏🔥
Revenue grew by 1% to 279 Cr YoY
EBITDA grew by 439% to 24 Cr
EBITDA Margins +689 Bps YoY to 8.49%
Net Profit at 5 Cr vs 6 cr of loss
manufacturing capacity has increased by 50% YoY in Q3FY24
WC Days reduced to 51 from 90 in FY23
👍5
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
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
👍12❤3
EIH Ltd
#EIH
#EIHHOTEL
#EIHLTD
Record #Q3FY24 with industry leading growth rate for revenues, EBITDA,PBT and PAT🔥
Deeply undervalued vs Indian Hotels for thenkind of consistent improvement vs Indian Hotels in last 5 quartersbin a row
Superlative margins
Highest OPM
Consistent industry leading occupancy and ARR
Q4 is always a strong quarter for the hotel sector
So should have record FY24 to close with
RevPAR growth of Trident and Oberoi hotels consistently higher than industry
Q3 occupancy at 79%
RevPAR ⏫27% YoY
Indian hotel industry in upcycle with high demand and limited supply and is expected to continue like this for a year or two
Debt free with 680cr cash on hand
Solid uptick in return ratios
Healthy balance sheet
#EIH
#EIHHOTEL
#EIHLTD
Record #Q3FY24 with industry leading growth rate for revenues, EBITDA,PBT and PAT🔥
Deeply undervalued vs Indian Hotels for thenkind of consistent improvement vs Indian Hotels in last 5 quartersbin a row
Superlative margins
Highest OPM
Consistent industry leading occupancy and ARR
Q4 is always a strong quarter for the hotel sector
So should have record FY24 to close with
RevPAR growth of Trident and Oberoi hotels consistently higher than industry
Q3 occupancy at 79%
RevPAR ⏫27% YoY
Indian hotel industry in upcycle with high demand and limited supply and is expected to continue like this for a year or two
Debt free with 680cr cash on hand
Solid uptick in return ratios
Healthy balance sheet
👍6❤2
GPT Healthcare #q3fy24
Strong PAT Growth 🔥
Total Income stood at 98 crore, higher by 4.2% YoY
EBITDA stood at 22 crore, higher by 4% YoY
EBITDA margin of 23% vs 22.8%
Net Profit stood at 11.5 crore, higher by 37%
Aim to establish a chain of 150 to 200-bedded hospitals in these burgeoning markets
Upcoming hospital in Raipur is on track and is expected to be commissioned in Q4 FY 25
Strong PAT Growth 🔥
Total Income stood at 98 crore, higher by 4.2% YoY
EBITDA stood at 22 crore, higher by 4% YoY
EBITDA margin of 23% vs 22.8%
Net Profit stood at 11.5 crore, higher by 37%
Aim to establish a chain of 150 to 200-bedded hospitals in these burgeoning markets
Upcoming hospital in Raipur is on track and is expected to be commissioned in Q4 FY 25
❤6👍1
Exicom Tele Systems #Q3FY24
Strong PAT and Rev Growth 🔥🔥
Revenue grew by 85% to 261 Cr YoY
Net Profit grew by 107% to 13.3 Cr
Net Profit grew by107% to 13.3 Cr 🔥🔥
EPS 1.44 rs vs 1.12 rs
Strong PAT and Rev Growth 🔥🔥
Revenue grew by 85% to 261 Cr YoY
Net Profit grew by 107% to 13.3 Cr
Net Profit grew by107% to 13.3 Cr 🔥🔥
EPS 1.44 rs vs 1.12 rs
👍2