Some #Q3FY24 concall pointers:
DB Corp
#DBCORP
Record highest quarter with significant margin expansion
Believes margins might go up further from here in Q4
Expecting newsprint prices to fall further
Strong advertising revenues to continue
Industry leading performance in FM with industry leading margins
Thomas Cook
#THOMASCOOK
Record highest quarter in terms of revenue, EBITDA PBT n PAT
Margins expand well both QoQ n YoY
Efforts to sustain and improve these margins further
Forward bookings are very strong which augurs well for Q4
December had 7 days of holiday which impacted forex business slightly
Sterling Holidays will continue to improve performance
Good ARR and RevPAR growth witnessed
More resorts to be added
Jindal Saw
#JINDALSAW
Q3 had been a record quarter in comps history in terms of revenue, EBITDA, margins,PBT and PAT
Q4 is seasonally the strongest quarter and company believes this Q4 to be highest as well
Orderbook at 1.4x
Comfortable to keep it there
RM prices have stabilized which augurs well for margins
14-16% seems sustainable margins
Hunter JV should be profitable in FY25
DB Corp
#DBCORP
Record highest quarter with significant margin expansion
Believes margins might go up further from here in Q4
Expecting newsprint prices to fall further
Strong advertising revenues to continue
Industry leading performance in FM with industry leading margins
Thomas Cook
#THOMASCOOK
Record highest quarter in terms of revenue, EBITDA PBT n PAT
Margins expand well both QoQ n YoY
Efforts to sustain and improve these margins further
Forward bookings are very strong which augurs well for Q4
December had 7 days of holiday which impacted forex business slightly
Sterling Holidays will continue to improve performance
Good ARR and RevPAR growth witnessed
More resorts to be added
Jindal Saw
#JINDALSAW
Q3 had been a record quarter in comps history in terms of revenue, EBITDA, margins,PBT and PAT
Q4 is seasonally the strongest quarter and company believes this Q4 to be highest as well
Orderbook at 1.4x
Comfortable to keep it there
RM prices have stabilized which augurs well for margins
14-16% seems sustainable margins
Hunter JV should be profitable in FY25
π12β€3