Deepak Fertilizers #Q1FY25
Strong nos + Margin Expansion 🥳🔥
Revenue is flat 2,281 Crores YoY
EBITDA at 464 Cr, 65% higher on YoY
EBITDA margin improved to 20.4% vs 12.1% YoY
Net Profit at 200 crore, 76% higher on YoY 🔥
Launched Croptek grade for Soyabean Crop and Smartek grade for Paddy-& Pulse
The National Budget has proposed Duty hikes on Ammonium Nitrate and Duty reductions on the Precious Metals used for Catalysts, both will have a positive impact
Strong nos + Margin Expansion 🥳🔥
Revenue is flat 2,281 Crores YoY
EBITDA at 464 Cr, 65% higher on YoY
EBITDA margin improved to 20.4% vs 12.1% YoY
Net Profit at 200 crore, 76% higher on YoY 🔥
Launched Croptek grade for Soyabean Crop and Smartek grade for Paddy-& Pulse
The National Budget has proposed Duty hikes on Ammonium Nitrate and Duty reductions on the Precious Metals used for Catalysts, both will have a positive impact
👍7❤1
Pricol Ltd #Q1FY25
Margin growth + Strong PAT 🥳🔥
Revenue grew by 15% to 602 Cr YoY
EBITDA grew by 21% to 80 Cr
Margin at 13.38% vs 12.74 %
Net Profit grew by 42% to 45 Cr
Margin growth + Strong PAT 🥳🔥
Revenue grew by 15% to 602 Cr YoY
EBITDA grew by 21% to 80 Cr
Margin at 13.38% vs 12.74 %
Net Profit grew by 42% to 45 Cr
👍5
Summary of good #Q1FY25 for 31/7/24
BLOCKBUSTER/V GOOD:
PNGS Gargi Fashion Jewellers
Bansal Wire
Selan Exploration
Electrosteel Castings
IIFL Securities
Kernex Microsystems
GE T&D
Greenply
Maruti Suzuki
Adani Power
GOOD:
Five Star Business Finance
Thomas Cook
ACE
Zee Entertainment
Pricol
Scan Steel
Purvankara
Crompton Consumer
Deepak Fertilizers
DECENT:
The Phoenix Mills
Elgi Equipments
Anup Engineering
GPT Infra
CSL Finance
Fino Payment
Purvankara
BLOCKBUSTER/V GOOD:
PNGS Gargi Fashion Jewellers
Bansal Wire
Selan Exploration
Electrosteel Castings
IIFL Securities
Kernex Microsystems
GE T&D
Greenply
Maruti Suzuki
Adani Power
GOOD:
Five Star Business Finance
Thomas Cook
ACE
Zee Entertainment
Pricol
Scan Steel
Purvankara
Crompton Consumer
Deepak Fertilizers
DECENT:
The Phoenix Mills
Elgi Equipments
Anup Engineering
GPT Infra
CSL Finance
Fino Payment
Purvankara
👍12
Neuland Labs #Q1FY25
Wonderful performance 🥳🔥
Revenue grew by 22% to 444 Cr YoY
EBITDA grew by 29% to 128 Cr
Margin at 28.9% vs 27.2%
Net Profit grew by 58% to 98 Cr
EPS at 76.6 rs vs 48.5 rs
Wonderful performance 🥳🔥
Revenue grew by 22% to 444 Cr YoY
EBITDA grew by 29% to 128 Cr
Margin at 28.9% vs 27.2%
Net Profit grew by 58% to 98 Cr
EPS at 76.6 rs vs 48.5 rs
👍4
HPL Electric #Q1FY25
Strong result 🔥🔥
Revenue grew by 22% to 393 Cr YoY
EBITDA grew by 40% to 56 Cr
Margin at 14.29% vs 12.48%
Net Profit grew by 145% to 17 Cr
Order book of ₹3,700+ crores
Metering & Systems segment has risen by 35.67% YoY to ₹238.67 crores
Strong result 🔥🔥
Revenue grew by 22% to 393 Cr YoY
EBITDA grew by 40% to 56 Cr
Margin at 14.29% vs 12.48%
Net Profit grew by 145% to 17 Cr
Order book of ₹3,700+ crores
Metering & Systems segment has risen by 35.67% YoY to ₹238.67 crores
👍6
Amara Raja Energy #Q1FY25
Strong nos 👍👍
Revenue at 3263 Cr vs 2796 Cr YoY
PBT at 334 Cr vs 266 Cr
Net Profit at 249 Cr vs 198 Cr
EPS at 13.61 rs vs 10.84 rs
Strong nos 👍👍
Revenue at 3263 Cr vs 2796 Cr YoY
PBT at 334 Cr vs 266 Cr
Net Profit at 249 Cr vs 198 Cr
EPS at 13.61 rs vs 10.84 rs
👍6
India Pesticides #Q1FY25
Strong PAT + margin recovery👍🔥
Total Income was Rs. 224 Cr, an increase of 9% YoY
EBITDA of Rs. 32 Cr, an increase of 22%
EBITDA margin of 14.2%
Net Profit of Rs. 19 Cr, an increase of 25%
Technicals + APIs constitute 65% of Total Revenue
Aim for Capex of ~Rs. 110 crores combining both IPL and SSL in FY25
Strong PAT + margin recovery👍🔥
Total Income was Rs. 224 Cr, an increase of 9% YoY
EBITDA of Rs. 32 Cr, an increase of 22%
EBITDA margin of 14.2%
Net Profit of Rs. 19 Cr, an increase of 25%
Technicals + APIs constitute 65% of Total Revenue
Aim for Capex of ~Rs. 110 crores combining both IPL and SSL in FY25
👍9❤1
Arrow Greentech #Q1FY25
Blockbuster performance 🥳🔥
Revenue at 66 Cr vs 44 Cr YoY
PBT at 27 Cr vs 13 Cr
Net Profit 20 Cr vs 9 Cr 🔥
Blockbuster performance 🥳🔥
Revenue at 66 Cr vs 44 Cr YoY
PBT at 27 Cr vs 13 Cr
Net Profit 20 Cr vs 9 Cr 🔥
👍7❤4
Surya Roshni #Q1FY25
Good YoY nos 👍
Revenue is flat to 1893 Cr YoY
EBITDA is up by 36% to 159 Cr
Margin at 8.37% vs 6.20%
Net Profit up by 56% to 92 Cr YoY
EBITDA per ton for the Steel Pipe and Strips segment rose by 38% YoY to ₹6,065
Cash on BS - 156 Cr
Good YoY nos 👍
Revenue is flat to 1893 Cr YoY
EBITDA is up by 36% to 159 Cr
Margin at 8.37% vs 6.20%
Net Profit up by 56% to 92 Cr YoY
EBITDA per ton for the Steel Pipe and Strips segment rose by 38% YoY to ₹6,065
Cash on BS - 156 Cr
👍7
Good #Q1FY25-13/8/24 from 4 pm till 7pm
Techno Electric
#TechnoElectric
Good set, this qtr had lower other income QoQ and YoY
H2 is heavy on execution vs H1
Rev at 375cr vs 273cr, Q4 at 439cr
Solid margin expansion QoQ and YoY
PBT at 72cr vs 46cr, Q4 at 79cr
Discontinued operations add 60cr(mainly due to recovery of interest in tranches)
PAT at 98cr vs 25cr, Q4 at 77cr👏
Allied Blenders
#ABDL
Bounceback in margins and a profitable quarter
Rev down at 1766ce vs 1908cr
EBITDA at 76cr vs 52cr, Q4 at 62cr
PBT at 15.4cr vs 1.4cr, Q4 at loss
PAT at 11cr vs loss in last 2 qtrs
Finance cost should meaningfully come down from Q2FY25
Techno Electric
#TechnoElectric
Good set, this qtr had lower other income QoQ and YoY
H2 is heavy on execution vs H1
Rev at 375cr vs 273cr, Q4 at 439cr
Solid margin expansion QoQ and YoY
PBT at 72cr vs 46cr, Q4 at 79cr
Discontinued operations add 60cr(mainly due to recovery of interest in tranches)
PAT at 98cr vs 25cr, Q4 at 77cr👏
Allied Blenders
#ABDL
Bounceback in margins and a profitable quarter
Rev down at 1766ce vs 1908cr
EBITDA at 76cr vs 52cr, Q4 at 62cr
PBT at 15.4cr vs 1.4cr, Q4 at loss
PAT at 11cr vs loss in last 2 qtrs
Finance cost should meaningfully come down from Q2FY25
👍3
Ethos Ltd #Q1FY25
Solid result 🔥🔥
Revenue at Rs. 273 crore, 19% up YoY
EBITDA at Rs. 50 crore, 29% up YoY
Margin at
Net Profit at Rs. 23 crore, 25% up YoY
Average selling price has been increased by Rs.44K to Rs 221K YoY
Second-hand segment witnessed 32% growth YoY
Solid result 🔥🔥
Revenue at Rs. 273 crore, 19% up YoY
EBITDA at Rs. 50 crore, 29% up YoY
Margin at
Net Profit at Rs. 23 crore, 25% up YoY
Average selling price has been increased by Rs.44K to Rs 221K YoY
Second-hand segment witnessed 32% growth YoY
👍6😁1
Style Baazar
One of the fastest growing value fashion retailer in eastern India, Market leader in West Bengal & Odisha
#Q1FY25
REV🔼21 % - 276 Cr
EBITDA🔼23 % - 42 Cr
PBT🔼33 % - 10 Cr
PAT - (0.4 Cr) vs 5.5 Cr
PAT impacted due to fire in one of the warehouse, insurance claim awaited
Volume Growth🔼20 % - 10.3 Mn
Store Count🔼19 %
Area🔼15 % - 1.5 MSF
Total Store Count ~ 166
4 new stores opened in Assam & WB
SSSG - 5 % vs (1 %)
ASP - 1006 vs 949
Sales Mix
- Apparels : 87 %
- General Merchandise : 13 %
Apparels
- Men : 43 %
- Women : 29 %
- Kids : 28 %
Private label contribution : 52 %
FY24
REV🔼24 % - 973 Cr
EBITDA🔼40 % - 142 Cr
PAT🔼330 % - 22 Cr
SSSG - 9.5 %
Operating leverage may continue going forward
Must be on radar
Concall on 3 rd October
#STYLEBAAZA #BaazarStyle
One of the fastest growing value fashion retailer in eastern India, Market leader in West Bengal & Odisha
#Q1FY25
REV🔼21 % - 276 Cr
EBITDA🔼23 % - 42 Cr
PBT🔼33 % - 10 Cr
PAT - (0.4 Cr) vs 5.5 Cr
PAT impacted due to fire in one of the warehouse, insurance claim awaited
Volume Growth🔼20 % - 10.3 Mn
Store Count🔼19 %
Area🔼15 % - 1.5 MSF
Total Store Count ~ 166
4 new stores opened in Assam & WB
SSSG - 5 % vs (1 %)
ASP - 1006 vs 949
Sales Mix
- Apparels : 87 %
- General Merchandise : 13 %
Apparels
- Men : 43 %
- Women : 29 %
- Kids : 28 %
Private label contribution : 52 %
FY24
REV🔼24 % - 973 Cr
EBITDA🔼40 % - 142 Cr
PAT🔼330 % - 22 Cr
SSSG - 9.5 %
Operating leverage may continue going forward
Must be on radar
Concall on 3 rd October
#STYLEBAAZA #BaazarStyle
👍11
PN Gadgil Jewellers
#PNGJL
#PNGadgil
#Q1FY25
Usually, H2 heavy business with usual QoQ margin fluctuations
Not exactly comparable QoQ
Let's see how Q2FY25 trends
Expecting it to be a strong end to Q2
Rev at 1667cr vs 1256cr⏫33%
Q1 at 1512cr
Other expenses at 52cr vs 26cr
PBT at 47.7cr vs 30.3cr⏫57%
Q4 at 73cr
Good margin expansion YoY
PAT at 35cr vs 22cr⏫59%
#PNGJL
#PNGadgil
#Q1FY25
Usually, H2 heavy business with usual QoQ margin fluctuations
Not exactly comparable QoQ
Let's see how Q2FY25 trends
Expecting it to be a strong end to Q2
Rev at 1667cr vs 1256cr⏫33%
Q1 at 1512cr
Other expenses at 52cr vs 26cr
PBT at 47.7cr vs 30.3cr⏫57%
Q4 at 73cr
Good margin expansion YoY
PAT at 35cr vs 22cr⏫59%
👍13❤1