Kaynes Technologies
#Kaynes
#KaynesTech
Solid Q1FY25
Blockbuster nos, however Roch valns
But comp keeps delivering stunning set every qtr
H2 heavy and seasonality in the business
H2 is 60% usually
Rev at 503cr vs 297cr
PBT at 64cr vs 32cr⏫100%
PAT at 50.7cr vs 24.6cr⏫101%

Kaynes Technology
#Kaynes
#KaynesTech
Super Rich valuations, however good growth momentum continues
Rev at 661cr vs 509cr, Q2 at 572cr
Lower other income QoQ at 25cr vs 34cr
Big uptick in employee expenses at 58cr vs 24cr, Q2 at 40cr
That is 34cr increase YoY and 18cr increase QoQ
PBT at 81cr vs 58cr, Q2 at 76cr
PAT at 66cr vs 45cr, Q2 at 60cr
Guidance was to do 3000cr rev for FY25. To meet this, Q4 should have 1300+cr sales which seems to be a difficult target to achieve

Jindal Drilling
#JinDrill
#JindalDrilling
Healthy Q3FY25 🔥
Solid uptick aided by JV profits and core operations
Rev at 239cr vs 183cr, Q2 at 173cr
Other income at 15cr vs 6cr, Q2 at 10cr
PBT at 82cr vs 42cr, Q2 at 40cr
PAT at 66cr vs 22cr, Q2 at 34cr