Good #Q4FY24-24/4/2024 from 3-30 to 6-30pm

PNGS Gargi Fashion Jewelry
PNGS Gargi
#PNGSGARGI
#GARGI
Good Q4FY24
Seasonality in the business, Q3 is always the strongest qtr due to festivities , so QoQ can't be compared
Rev at 15.3cr vs 7cr
PBT at 3.1cr vs 1.8cr
PAT at 2.3cr vs 1.3cr
Growth has been good, valuations are rich too
OCF negative mainly due to inventory

Indian Hotels
#INDIANHOTELS
Q3 is seasonally best qtr, so QoQ can't be compared
YoY nos are marginally below ests with margins missing estimates too
Rev at 1905cr vs 1625cr
EBITDA at 660cr vs 535cr
PBT at 534cr vs 400cr
PAT at 438cr vs 338cr
OCF at 1935cr vs 1618cr👏

Nippon Life India Asset management
#NIPPONAMC
Solid #Q4FY24🔥
Rev at 468cr vs 348cr, Q3 at 423cr
PBT at 374cr vs 239cr, Q3 at 358cr
PAT at 343cr vs 198cr, Q3 at 284cr
OCF at 777cr vs 586cr

Axis Bank
#AXISBANK
Rev at 37836cr vs 30018cr
PPOP at 11201cr vs 9644cr, Q3 at 9736cr
PBT at 9984cr vs 8687cr QoQ
GNPA n NNPA down QoQ and YoY
Good asset quality

MAS Financial services
#MASFIN
Rev at 346cr vs 278cr, Q3 at 334cr
PBT at 94cr vs 72cr, Q3 at 87cr
PAT at 70cr vs 56cr, Q3 at 64cr

Nippon India Life Asset Management
#NipponAMC
Blockbuster Q2FY25 🔥 👏
Solid QoQ and YoY momentum
Rev at 571cr vs 397cr, Q1 at 504cr
PBT at 486cr vs 320cr, Q1 at 438cr
PAT at 360cr vs 244cr, Q1 at 332cr
OCF at 465cr vs 286cr

Jay Bee Laminations
#JayBee
Good H1FY25 👏
Solid margin expansion vs both comparable halfs
Topline flattish
Rev at 154cr,flat YoY, H2 at 148cr
PBT at 19.4cr vs 12cr,H2 at 13cr
PAT at 14.4cr vs 9.6cr, H2 at 9.7cr
Inventory at 90cr vs 44cr, seems H2 will have decent revenue uptick
Business is tilted towards H2