IndiaMART Intermesh
#Indiamart
Blockbuster set🔥🔥
Highest ever revenue, EBITDA, PBT and PAT in any quarter 👏
Killing it with its consistency, yet again
Solid QoQ growth,bumper YoY print👏
Rev at 348cr vs 295cr, Q1 at 331cr
Other income at 65cr vs 35cr, Q1 at 53cr
PBT at 190cr vs 104cr, Q1 at 162cr
PAT at 135cr vs 69cr, Q1 at 117cr
OCF at 239cr vs 192cr

NetWeb Technologies
#Netweb
#NetwebTech
Maintains the stellar pace of growth
Another high growth, consistent quarter
Good #Q2FY25, rich valuations
H2 heavy
So Q3 and Q4 should see further growth momentum
Rev at 251cr vs 144cr, Q1 at 148cr
PBT at 34cr vs 20cr, Q1 at 21cr
PAT at 26cr vs 15cr, Q1 at 15cr
Solid orderbook,great execution
Receivables elevated, should get better after H2 numbers

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