Autoline Industries #Q3FY24
Excellent PAT 👏

Revenue grew by to 152 Cr YoY

EBITDA grew by 14% to 12 Cr
Margin at 8.02% vs 7.10%

Net Profit grew by 86% to 4.83 Cr

EBITDA and PAT margin improved due to Volume growth with better product mix, increased productivity and cost optimization

Yatharth Hospitals #Q3FY24
Strong nos 👏

Revenue is Rs. 166 Cr, up 21% YoY

EBITDA is Rs. 46 Cr, up 29% YoY
EBITDA margins expanded by 160 bps YoY to 27.8%
Finance cost reduced by 97% YoY to 20 lacs P

Net Profit AT is Rs. 29 Cr, up 39%

Bed occupancy is 52%, compared to 49% in Q3FY23
ARPOB is Rs. 29,309, up 14% YoY and 6% QoQ

V2 Retail #Q3FY24
Turnaround Story 🔥🔥

Revenue is up by 56% YoY at 378 Crores

EBIDTA is up by 60% YoY at 61 Crore
Margin at 16.3% vs 15.9%

Net Profit is up by 153% to 23 Crore

Opened 14 new stores and closed 9 stores during 9M FY24
Plans to open additional 15-20 stores in next 2 Quarter

Skipper Ltd #Q3FY24
Fantastic Results 🔥🔥

Net Profit grows by 115%, stands at 20 Cr

Revenue jumps by 80%, closing at 801 Cr

EBITDA grows 77% to 70 Cr
Margin at 9.6% vs 10.2%

Order book stood at 5779 Cr

Polymer sector achieved volume increase from 15,454 MT in 9M Fy’23 to 24,654 MT in 9M FY ’24, achieving a growth of 60%

Companies with Strong #Q3FY24

Yatharth Hospitals
Autoline Industries
SMS Pharma
Happy Forgings
Frontier Springs
W S Industries
DOMS Industries
Everest Kanto Cylinder
Inox Wind
One Point
Wabag
Black Box
NCC
Astra Microwave
HMA Agro Industries
Varun Beverages
Windlas Biotech
Electrosteel Castings
Neuland Labs
Garware Hi Tech
S H Kelkar and Company
Varroc Engineering
Talbros Automotive
Deccan Health Care
Nazara Technologies
EIH Ltd
Azad Engineering
Welspun Corp
Mafatlal Industries
ASK Automotive
Salasar Techno Eng

PTC Industries #Q3FY24
Margin expansion + PAT growth 👍

Total Income at Rs. 59 Cr, down by 3%

EBITDA stood at Rs. 19 Cr, growth of 17%
Margin at 32.1% vs 26.5%

Net Profit at 8 Cr, growth of 32%

IRCTC #Q3FY24
Good nos 👍

Revenue grew by 21% to 1118 Cr YoY

EBITDA grew by21% to 393 Cr
OPM at 35.22 vs 34.97

Net Profit grew by 17% to 299 Cr

Eureka Forbes #Q3FY24
Strong growth momentum 👏

Revenue increased 14% YoY to Rs 538 Cr. Continuing businesses grew 16.8% YoY

Adj. EBITDA increased 28% YoY to Rs 53 Cr
Adj. EBITDA margin improved 111bps YoY to 9.8%

Net Profit increased 131% to Rs 22.7 Cr

Net cash positive with a surplus of Rs 60Cr vs a net debt of Rs 122Cr in Q3 FY23

Ethos Ltd #Q3FY24
Strong Growth and Margins 👏🔥

Revenue of Rs. 281.2 crore with 22% YoY growth

EBITDA grows by 28% to 51 crore
EBITDA margin 17.7% vs 16.9%

Net Profit grows by 23% to Rs. 25.5 crores

EBITDA margin continues to expand on the back of cost optimisation initiatives and operating leverage benefits

Capacite Infra #Q3FY24
Highest Ever PAT 🔥

Revenue of 481 crores, up 8% YoY

EBITDA stood at 63 crores, flat
EBIDTA Margin: 18.5% vs 20.1%

Net Profit of 29.6 crores, up 29% YoY

Order Book stood at ₹9,670 crores

HPL Electric #Q3FY24
Excellent results 🔥🔥

Revenue reached 365 Crore, growth of 21% YoY

EBITDA at 50 Crore, growth of 35%
EBIDTA margin improving to 13.60% vs 12.20%

Net Profit stood at 12 Crore, growth of 87%

Order book ₹2400+ Crore

AVG Logistics #Q3FY24
Excellent performance 👏

Revenue up by 17% to 125 Cr YoY

EBITDA up by 18% to 23 Cr
Margin at 18.47% vs 18.16%

Net Profit Up By 255% to 4.8 Cr

During Q3 fleet size increased to 550 vehicles
Co forms a strategic JV, secures a INR 150 Cr Indian Railways contract, expands cold chain fleet

Phantom Digital Effects #Q3FY24
Fantastic performance 🔥🔥

Revenue grew by 99% to 26% YoY

EBITDA grew by 102% to 12 Cr
Margin at 46.06% vs 45.24%

Net Profit grew 95% to 7.8 Cr

Companies with Strong #Q3FY24

Phantom Digital Effects
AVG Logistics
Emmbi Industries
Yatra Online
HPL Electric
Capacite Infra
Ethos Ltd
Eureka Forbes
Marksans Pharma
Maitreya Medicare
Mazagon Dock
Captain Polyplast
Skipper Ltd
V2 Retail
Fineotex Chemicals
Genesys International
Mufin Green
NMDC
KPI Green Energy
Jyoti CNC
Nuvama Wealth Management
IndoTech Transformers
Techno Electric
Ahluwalia Contracts
BOSCH
NBCC
Shaily Engineering
Thejo Engineering
Sika Interplant
Ceinsys Tech
Borosil Ltd
Lumax Auto
KIOCL
Cineline
Nile
Phoenix Mills
Seamec
Titan Biotech
Savita Oil Technologies
Advait Infratech
Bharat forge
Oriental Rail Infra

Epack Durable #Q3FY24
Turnaround nos 👏🔥

Revenue grew by 1% to 279 Cr YoY

EBITDA grew by 439% to 24 Cr
EBITDA Margins +689 Bps YoY to 8.49%

Net Profit at 5 Cr vs 6 cr of loss

manufacturing capacity has increased by 50% YoY in Q3FY24

WC Days reduced to 51 from 90 in FY23

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

EIH Ltd
#EIH
#EIHHOTEL
#EIHLTD

Record #Q3FY24 with industry leading growth rate for revenues, EBITDA,PBT and PAT🔥

Deeply undervalued vs Indian Hotels for thenkind of consistent improvement vs Indian Hotels in last 5 quartersbin a row

Superlative margins
Highest OPM

Consistent industry leading occupancy and ARR

Q4 is always a strong quarter for the hotel sector
So should have record FY24 to close with

RevPAR growth of Trident and Oberoi hotels consistently higher than industry

Q3 occupancy at 79%
RevPAR ⏫27% YoY

Indian hotel industry in upcycle with high demand and limited supply and is expected to continue like this for a year or two

Debt free with 680cr cash on hand

Solid uptick in return ratios

Healthy balance sheet

GPT Healthcare #q3fy24
Strong PAT Growth 🔥

Total Income stood at 98 crore, higher by 4.2% YoY

EBITDA stood at 22 crore, higher by 4% YoY
EBITDA margin of 23% vs 22.8%

Net Profit stood at 11.5 crore, higher by 37%

Aim to establish a chain of 150 to 200-bedded hospitals in these burgeoning markets

Upcoming hospital in Raipur is on track and is expected to be commissioned in Q4 FY 25

Exicom Tele Systems #Q3FY24
Strong PAT and Rev Growth 🔥🔥

Revenue grew by 85% to 261 Cr YoY

Net Profit grew by 107% to 13.3 Cr

Net Profit grew by107% to 13.3 Cr 🔥🔥

EPS 1.44 rs vs 1.12 rs