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

Angel One
#AngelOne

Solid #Q2FY25 and H1FY25 👏👏

Highest ever set with solid uptick in revenue, EBITDA, PBT and PAT 🔥

Rev at 1515cr vs 1049cr
Q1 at 1410cr

PBT at 572cr vs 407cr
Q1 at 397cr

PAT at 423cr vs 304cr
Q1 at 293cr

Q2 EPS at 47rs vs 36rs
Q1 at 32rs

Last qtr had a good amount of one time expenses related to IPL

NEWGEN Software
#Newgen
Solid Q2FY25
Record and highest ever Q2
Rev at 361cr vs 293cr, Q1 at 314cr
PBT at 92cr vs 58cr, Q1 at 61cr
PAT at 70cr vs 47cr, Q1 at 47cr
OCF at 271cr vs 145cr🔥

HDFC AMC
#HDFCAMC
Solid #Q2FY25
Rev at 1057cr vs 765cr, Q1 at 948cr
Includes:
Other income of 171cr vs 122cr, Q1 at 173cr
PBT at 858cr vs 589cr, Q1 at 752cr
PAT at 576cr vs 437cr, Q1 at 604cr
OCF at 918cr vs 652cr🔥

Ganesh Housing Corporation
#GaneshHousing
Blockbuster #Q2FY25🔥
Highest ever Q2
Rev at 237cr vs 163cr, Q1 at 214cr
PBT at 212cr vs 119cr, Q1 at 152cr
PAT at 158cr vs 86cr, Q1 at 113cr
Solid QoQ uptick

Oberoi Realty
#OberoiRlty
Good Q2FY25
Rev at 1319cr vs 1217cr, Q1 at 1405cr
PBT at 782cr vs 598cr, Q1 at 775cr
PAT at 590cr vs 456cr, Q1 at 584cr
OCF at 1506cr vs 1471cr

IndiaMART Intermesh
#Indiamart
Blockbuster set🔥🔥
Highest ever revenue, EBITDA, PBT and PAT in any quarter 👏
Killing it with its consistency, yet again
Solid QoQ growth,bumper YoY print👏
Rev at 348cr vs 295cr, Q1 at 331cr
Other income at 65cr vs 35cr, Q1 at 53cr
PBT at 190cr vs 104cr, Q1 at 162cr
PAT at 135cr vs 69cr, Q1 at 117cr
OCF at 239cr vs 192cr

NetWeb Technologies
#Netweb
#NetwebTech
Maintains the stellar pace of growth
Another high growth, consistent quarter
Good #Q2FY25, rich valuations
H2 heavy
So Q3 and Q4 should see further growth momentum
Rev at 251cr vs 144cr, Q1 at 148cr
PBT at 34cr vs 20cr, Q1 at 21cr
PAT at 26cr vs 15cr, Q1 at 15cr
Solid orderbook,great execution
Receivables elevated, should get better after H2 numbers

Good Results so far #Q2FY25

Must be on radar🔖

Jindal Saw
#JindalSaw

Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT 👏

Highest ever Q2

Solid margins maintained consistently from last 8 qtrs

Steady orderbook with solid demand

Q2FY25:
Rev at 5602cr vs 5488cr
EBITDA at 944cr vs 826cr
PBT at 636cr vs 496cr
PAT at 475cr vs 356cr

Orderbook at $1.62 billion

Sold 49,000MT rust free pipes from South division

Prepaid 200cr loans in Oct 2024
Intends to prepay another 250cr in next few months

Good #Q2FY25-26/10/24 till 5pm

CDSL
#CDSL
Record Q2FY25 🔥 👏
Highest ever quarter
Solid QoQ and YoY uptick
Good, but not cheap at all
Steady set
Rev⏫55% at 322cr vs 207cr, Q1 at 257cr
EBITDA ⏫55% at 200cr vs 129cr
PBT at 224cr vs 145cr, Q1 at 174cr
PAT⏫49% at 162cr vs 109cr, Q1 at 134cr

Anup Engineering
#AnupEngg
Good Q2FY25
H2 should be even better 👏
Rev at 187cr vs 139cr, Q1 at 144cr
PBT at 38cr vs 29cr, Q1 at 29cr
PAT at 32cr vs 21cr, Q1 at 24cr
OCF at -16cr vs 95cr

Aelea Commodities
#ACLD
New capacity will get added from Dec which will take capacity to 140tpd vs 40tpd
Decent H1FY25
Rev at 87cr vs 63cr, H2 at 80cr
PBT at 6.8cr vs 3.7cr, H2 at 10cr
PAT at 5.6cr vs 2.8vr, Q1 at 8.3cr
OCF at -8.5cr

ICICI Bank
#ICICIBank
Steady, consistent
Big getting bigger and better
Asset quality steady and stable
Rev⏫10%, PAT⏫14.5%
PPOP ⏫13%
Deposits ⏫15.6%

Yes Bank
#YesBank
Finding back it's rhythm slowly, much more to go
Needs consistency
Rev at 5530cr vs 4785cr, Q1 at 5475cr
PPOP at 975cr vs 801cr, Q1 at 885cr
PBT at 678cr vs 300cr, Q1 at 673cr
GNPA and NNPA down QoQ and YoY
RoA at 0.5% vs 0.2%

SKP Securities
#SKPSec
Rev at 11cr vs 7cr, Q1 at 10cr
PBT at 6cr vs 4.5cr,flat QoQ
PAT at 4cr vs 2cr, Q1 at 2.2cr

Sportking
#SportKing
Rev at 651cr vs 628cr, Q1 at 634cr
PBT at 33cr vs 14cr, Q1 at 43cr
PAT at 25cr vs 8cr, Q1 at 32cr

Paramount Communication
#ParaCables
Rev at 355cr vs 252cr, Q1 at 321cr
PBT at 29cr vs 19cr, Q1 at 25cr
PAT looks flat due to 5.3cr tax paid this qtr
OCF at 57cr vs -35cr

Ambar Proteins
#Ambar
Rev at 89cr vs 68cr, Q1 at 93cr
PBT at 3.5cr vs 80lacs, Q1 at 2.2cr
PAT at 2.7cr vs 78lacs, Q1 at 1.7cr
OCF at 1.8cr vs 3.4cr

SBFC finance
#SBFC
Good show with decent QoQ uptick
Challenging qtr for peers
Delivers a good set
Rev at 213cr vs 246cr, Q1 at 297cr
PBT at 110cr vs 71cr, Q1 at 105cr
PAT at 84cr vs 52cr, Q1 at 79cr

Decent:
#REC
#RushilDecor
#Voltamp
#HariOmPipe

Credits: Shreenidhi via X

Companies with Strong #Q2FY25 result

Inox Wind
Shakti Pump
IFB Industries
CDSL
Anup Engineering
Ambar Proteins
GMR Power and Urban Infra
Macrotech Developers
Arvind Smartspaces
Krsnaa Diagnostics
Nuvama Wealth
Texmaco Rail
Urban Enviro
Sharda Cropchem
Jammu Kashmir Bank
Mason Infra
Bella Casa Fashion
Apollo Microsystems
Kamat Hotels
Kirloskar Pneumatic
EFCI
V2 Retail
Chalet Hotels
Manorama Industries
PNGS Gargi Fashion
Aster DM
Heritage Foods
KPIT Technologies
Godrej Properties
Amber Enterprises

VST Tillers Tractors #Q2FY25
Strong PAT and Margin

Net Profit grew by 23% to 45 Cr YoY

EBITDA at 64 Cr vs 57 Cr
Margin at 21.81% vs 19.50%

Revenue at 283 Cr vs 278 Cr YoY

#VST #StockMarket

SJ Logistics
#SJLogistics
#SJLOG

Blockbuster H1FY25 👏 👏🔥
Solid #Q2FY25

Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥

Rev at 124cr vs 100cr QoQ

PBT at 16.5cr vs 13.6cr QoQ

PAT at 12.7cr vs 10.7cr QoQ

H1 PBT at 30cr vs FY24 PBT of 28cr

H1 PAT at 23.4cr vs FY24 PAT of 22.6cr

H1 is 40%
H2 is 60%

Expecting better H2 vs H1

All set to do 48-50cr PAT probably for FY25

OCF at -22cr vs -39cr

Project cargo orderbook is solid and this segment is leading to solid growth and margin expansion

Hi-Tech Pipes #Q2FY25
Strong PAT and Margin 🔥🔥

Revenue declined by 5.3% to Rs.705.89 Crore

EBITDA increased by 57.66% to Rs.42.19 Crore

EBITDA/ton at Rs.3429 in Q2FY25 vs. Rs.2665 in Q2FY24

Net Profit increased by 72% to Rs.18.11 Crore

Value added products & efficient cost management activities Lead to margin increase

#hitech #StockMarket

Macpower CNC #Q2FY25
Good nos 👍

Revenue at 71 Cr vs 63 Cr YoY

PBT at 11 Cr vs 8 Cr

Net profit at 8.3 Cr vs 6.1 Cr

H1 OCF at -2.3 Cr vs 13.61 Cr

Companies with Strong #Q2FY25 Results

Ganesha Ecosphere
Artemis Medicare
Jyoti CNC
AVG Logistics
Addictive Learning
SH Kelkar
Dynamic services and Security
Karnika
Lemon Tree
Suyog Telematics
Frontier Springs
Zaggle
Avanti Feeds
RBM Infra
Capacite Infra
JG Chemicals
Garware HiTech Films
Macpower CNC
Sign Post
WOMANCART
Banco Products
Nibe Ltd
Oriana Power
PN Gadgil Jewellers
Oriental Aromatics
Alpex Solar
BSE
Indo Tech
Marine Electricals
Shivalic Power Control
Excel Industries
Ashoka Buildcon
EIH Ltd

Another solid #Q2FY25 from #Signpost

#Signpost
Signpost Ltd

Usually,Business is H2 heavy with 60% coming in H2 as marketing and advertising has heavy H2

Had highest ever Q2FY25 🔥👏

#Q2FY25:
Rev at 130cr vs 85cr
Q1 at 100cr

EBITDA at 34cr vs 12cr, almost 3x YoY
Q1 at 24cr

OPM at 26% vs 15%⏫1100bps
Q1 at 24%

PBT at 24cr vs 8cr
Q1 at 13cr

PAT at 16cr vs 6cr
Q1 at 11cr

Higher tax paid this qtr at 33%

Stock is almost at 52 week low with 52W H/L being 466/212

Prestige Estate
#Prestige
#PrestigeEstate

#Q2FY25 concall highlights

Expects strong H2 for pre sales

Guidance intact for 24,000cr-25,000cr pre sales for FY25

Strong new launches and pipeline

Launched 3 projects in Q2FY25
8600cr GDV

H1 launches of 10 million sqft
5 projects
GDV 10,000cr

3 million sqft completed in Q2FY25

Concord Enviro Systems
#ConcordEnviro
#CEWater
Recently got listed
H2 heavy business
Good Q2FY25
Rev at 162cr vs 97cr, Q1 at 103cr
PBT at 19.7cr vs 12cr, Q1 had loss of 4cr
PAT at 17.3cr vs 12cr, Q1 had 4cr loss
OCF at -2.5cr

Mamata Machinery
#Mamata
#Q2FY25
Recently got listed
Rev down at 43cr vs 45cr
H2 heavy business
Margins improve
PBT at 5.3cr vs 2.2cr, Q1 at 31lacs
PAT at 4.6cr vs 2cr Q1 at 22lacs
OCF at 1.5cr

Rajoo Engineers
#Rajoo
Rev down at 56cr vs 60cr
Margins sharply improve
Expensive valuations
PBT at 11.5cr vs 7.6cr, Q2 at 9.3cr
PAT at 9.4cr vs 6cr, Q2 at 7.9cr

Average:
Supreme Petrochem
#SupremePetro
Solid volume growth of 21%+ which is very healthy
However pricing pressure persists with higher RM cost
EBITDA and PAT ⏫5-6% despite sales⏫12%