MCX #Q1FY25
Superb performance 🔥🔥

Revenue increased by 61% to 234 Cr YoY

EBITDA grew by 386% to 151 Cr

Net Profit grew by 464% to 111 Cr

EPS at 21.75 rs vs 3.86 rs

Zen Technologies #Q1FY25
Good revenue growth 👍 but margins down

Revenue grew by 92% to 254 Cr YoY

EBITDA grew by 56% to 103 Cr
Margin at 40.64% vs 49.96%

Net Profit grew by 57% to 74 Cr

Order Book - 1158 Cr

Varun Beverages #Q1FY25
Strong nos 👍

Revenue at 7333 Cr vs 5699 Cr YoY

PBT at 1663 Cr vs 1311 Cr

Net Profit at 1261 Cr vs 1005 Cr

EPS 9.63 rs vs 7.65 rs

Skipper Ltd #Q1FY25
HIghest PAT and Revenue 🔥🔥

Revenue grew by 97% to 1091 Cr YoY

EBITDA grew by 74% to 104 Cr
EBITDA Margin % 9.6% 10.8%

Net Profit grew by 99% to 32 Cr 🥳

Order Book of Rs. 5844 Cr

TCPL Packaging #Q1FY25
Strong result 🥳🔥

Total Revenue stood at 405 crore, up 9%

EBITDA stood at 71 crore, up 16%
Margins at 17.6% vs 16.5%

Net Profit stood at 32 crore, up 34%

EPS Rs. 34.9 vs Rs. 25.9

Shera Energy #Q1FY25
Excellent nos 🥳👍

Revenue grew by 46% 295 Cr YoY

EBITDA grew by 51% to 16.7 Cr
Margin at 5.6% vs 5.4%

Net Profit grew by 46% to 4.72 Cr

Electrosteel Casting #Q1FY25
Excellent result 🥳🔥

Revenue at 2011 Cr vs 1685 Cr YoY

PBT at 304 Cr vs 100 Cr

Net Profit at 226 Cr vs 75 Cr 🔥

EPS at ₹ 3.65 vs ₹ 1.26

#ELECTCAST #StockMarket

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

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

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

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

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

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

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

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 🔥

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 #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

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

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

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%