Avantel Ltd
#Avantel

Solid start to #Q2FY25

Good results with solid growth in revenue, EBITDA, PBT and PAT

Despite 2x growth in employee expenses YoY and 55% growth QoQ

Rev at 77cr vs 54cr
Q1 at 52cr

Employee expenses at 16cr vs 8.8cr
Q1 at 10.4cr

PBT at 31.5cr vs 22.2cr
Q1 at 11cr

PAT at 23cr vs 17cr
Q1 at 7.4cr

OCF at 18.4cr

H1FY25:
Rev at 129cr vs 123cr
PBT at 42.4cr vs 33.5cr
PAT at 30.2cr vs 24cr

Receivables at 93cr as on sept 2024
Was 64cr in FY24
Needs to be monitored closely

Aimco Pesticides
#Aimco
#AimcoPesticides
Turnaround Q3FY25
Rev at 50.5cr vs 44cr, Q2 at 55cr
PBT at 59lacs vs -2cr, Q2 at -1.4cr
PAT at 52lacs vs -1.5cr, Q2 at -1cr

Sigachi Industries
#Sigachi
Rev at 139cr vs 111cr, Q2 at 125cr
PBT at 26.7cr vs 19.7cr, Q2 at 26.5cr
PAT at 20.5cr vs 16.1cr, Q2 at 21cr
Other income was v big in Q2
At 14.6cr in Q2 vs 2cr in Q3
Excluding that, QoQ growth is huge

Avantel
#Avantel
Rev at 71cr vs 59cr, Q2 at 77cr
PBT at 28cr vs 22cr, Q2 at 31.5cr
PAT at 20cr vs 16cr, Q2 at 22.9cr
Lumpy QoQ depending on product mix usually
Not cheap at these valuations