SJ Logistics
#SJLogistics
#SJLOG

Blockbuster H1FY25 👏 👏🔥
Solid #Q2FY25

Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥

Rev at 124cr vs 100cr QoQ

PBT at 16.5cr vs 13.6cr QoQ

PAT at 12.7cr vs 10.7cr QoQ

H1 PBT at 30cr vs FY24 PBT of 28cr

H1 PAT at 23.4cr vs FY24 PAT of 22.6cr

H1 is 40%
H2 is 60%

Expecting better H2 vs H1

All set to do 48-50cr PAT probably for FY25

OCF at -22cr vs -39cr

Project cargo orderbook is solid and this segment is leading to solid growth and margin expansion

Hi-Tech Pipes #Q2FY25
Strong PAT and Margin 🔥🔥

Revenue declined by 5.3% to Rs.705.89 Crore

EBITDA increased by 57.66% to Rs.42.19 Crore

EBITDA/ton at Rs.3429 in Q2FY25 vs. Rs.2665 in Q2FY24

Net Profit increased by 72% to Rs.18.11 Crore

Value added products & efficient cost management activities Lead to margin increase

#hitech #StockMarket

Macpower CNC #Q2FY25
Good nos 👍

Revenue at 71 Cr vs 63 Cr YoY

PBT at 11 Cr vs 8 Cr

Net profit at 8.3 Cr vs 6.1 Cr

H1 OCF at -2.3 Cr vs 13.61 Cr

Companies with Strong #Q2FY25 Results

Ganesha Ecosphere
Artemis Medicare
Jyoti CNC
AVG Logistics
Addictive Learning
SH Kelkar
Dynamic services and Security
Karnika
Lemon Tree
Suyog Telematics
Frontier Springs
Zaggle
Avanti Feeds
RBM Infra
Capacite Infra
JG Chemicals
Garware HiTech Films
Macpower CNC
Sign Post
WOMANCART
Banco Products
Nibe Ltd
Oriana Power
PN Gadgil Jewellers
Oriental Aromatics
Alpex Solar
BSE
Indo Tech
Marine Electricals
Shivalic Power Control
Excel Industries
Ashoka Buildcon
EIH Ltd

Another solid #Q2FY25 from #Signpost

#Signpost
Signpost Ltd

Usually,Business is H2 heavy with 60% coming in H2 as marketing and advertising has heavy H2

Had highest ever Q2FY25 🔥👏

#Q2FY25:
Rev at 130cr vs 85cr
Q1 at 100cr

EBITDA at 34cr vs 12cr, almost 3x YoY
Q1 at 24cr

OPM at 26% vs 15%⏫1100bps
Q1 at 24%

PBT at 24cr vs 8cr
Q1 at 13cr

PAT at 16cr vs 6cr
Q1 at 11cr

Higher tax paid this qtr at 33%

Stock is almost at 52 week low with 52W H/L being 466/212

Prestige Estate
#Prestige
#PrestigeEstate

#Q2FY25 concall highlights

Expects strong H2 for pre sales

Guidance intact for 24,000cr-25,000cr pre sales for FY25

Strong new launches and pipeline

Launched 3 projects in Q2FY25
8600cr GDV

H1 launches of 10 million sqft
5 projects
GDV 10,000cr

3 million sqft completed in Q2FY25

Concord Enviro Systems
#ConcordEnviro
#CEWater
Recently got listed
H2 heavy business
Good Q2FY25
Rev at 162cr vs 97cr, Q1 at 103cr
PBT at 19.7cr vs 12cr, Q1 had loss of 4cr
PAT at 17.3cr vs 12cr, Q1 had 4cr loss
OCF at -2.5cr

Mamata Machinery
#Mamata
#Q2FY25
Recently got listed
Rev down at 43cr vs 45cr
H2 heavy business
Margins improve
PBT at 5.3cr vs 2.2cr, Q1 at 31lacs
PAT at 4.6cr vs 2cr Q1 at 22lacs
OCF at 1.5cr

Rajoo Engineers
#Rajoo
Rev down at 56cr vs 60cr
Margins sharply improve
Expensive valuations
PBT at 11.5cr vs 7.6cr, Q2 at 9.3cr
PAT at 9.4cr vs 6cr, Q2 at 7.9cr

Average:
Supreme Petrochem
#SupremePetro
Solid volume growth of 21%+ which is very healthy
However pricing pressure persists with higher RM cost
EBITDA and PAT ⏫5-6% despite sales⏫12%