Premier Roadlines meet highlights:
#PRLIND
#PremierRoadlines
Met Premier Roadlines management yesterday
FY24:
Rev at 229cr vs 192cr
EBITDA at 21cr vs 12cr
PAT at 13cr vs 7cr
Mkt cap 285cr
22.6xP/E FY24 EPS
FY25:
300-320cr rev guidance conservatively
350cr best case
Will b able to comment after Oct end about H2
10-11% EBITDA margins possible
Finance cost will almost halve vs last year levels
Repaid 15cr debt post IPO
Rental business:
Going at 20 lakh rev/month
Good margins here
Focus is to take comp revenues to 1000cr in 3-4 years
FY26 will be 40% higher than FY25
Margins might go up till 11.5-12% in FY26
80% repeat order track record
Seasonality in the business:
H1 is 35%
H2 is 65%
Contribution wise
Will continue to remain asset light
Project Cargo:
120cr+ order book
RoE and RoCE will continue to remain healthy
#PRLIND
#PremierRoadlines
Met Premier Roadlines management yesterday
FY24:
Rev at 229cr vs 192cr
EBITDA at 21cr vs 12cr
PAT at 13cr vs 7cr
Mkt cap 285cr
22.6xP/E FY24 EPS
FY25:
300-320cr rev guidance conservatively
350cr best case
Will b able to comment after Oct end about H2
10-11% EBITDA margins possible
Finance cost will almost halve vs last year levels
Repaid 15cr debt post IPO
Rental business:
Going at 20 lakh rev/month
Good margins here
Focus is to take comp revenues to 1000cr in 3-4 years
FY26 will be 40% higher than FY25
Margins might go up till 11.5-12% in FY26
80% repeat order track record
Seasonality in the business:
H1 is 35%
H2 is 65%
Contribution wise
Will continue to remain asset light
Project Cargo:
120cr+ order book
RoE and RoCE will continue to remain healthy
β€2π2π₯1