Some more companies from the Arihant Conference:

Macpower CNC Machines
#MACPOWER
Focus to grow at 20-25% CAGR going forward
OPM is at 16-17%, aiming to take it to 25%
Backward integration to help margins
To add 2000 machines capacity every yee for next 5 years
Unexecuted orderbook at 236cr

Marksans Pharma
#MARKSANS
Expects to cross 2000cr revenue for FY24
OPM to stay at 22%
Targets to cross 3000cr revenue in next 2 years
Generics prices has eased out in US markets
Teva plant in Goa is being ramped up
To remain a zero debt company

Marvel Decor
#MARVEL
Aiming for 40% CAGR for next 5years
Plans to improve margins by 1% every year n reach 15% vs 7% at present
Expanding into GCC countries
Claims to have world's largest range of window covering products

Netweb Technologies
#NETWEB
Strategic partnerships with INTEL, Nvidia and AMD
Revenue growth for repeat customers at 80-90% with steady addition of new clients at 11% CAGR
Orderbook stands at 600cr
Aims to grow at 35-40% CAGR to reach 1500cr revenue in next 3 years

Credits: Shreenidhi P via Twitter

Netweb Technologies #Q1FY25
Strong nos 👏YoY

Total Income at 153 Cr, YoY growth of 154% o

EBITDA at ₹ 24 Cr, an increase of 164%
EBITDA margin at 15.6% vs 15.0%

Net Profit at ₹ 15 Cr, an increase of 203%

Order Book: ₹ 419 Cr

#netweb #stockmarketsindia

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

Data Center - Cost Breakup

Capex Breakup
- 60% for Servers & Networking
- 40% for Power related Infra

Running Costs Breakup
- 80% towards Power cost
- 20% for Others

Data Center play is nothing but Servers + Power theme

Server package - Netweb is the best given tie-up with all 3 Global chip companies

Power - Renewable Energy play which anyway we are playing

#Netweb

Netweb Technologies
#Netweb

Good Q3FY25,but valuations are rich

Rev at 333cr vs 253cr⏫32%
Q2 at 251cr

Other income at 1.5cr vs 4.5cr
Q2 at 2cr

PBT at 41cr vs 32cr⏫28.2%
Q2 at 34cr

PAT at 30cr vs 23cr⏫30.4%
Q2 at 25.7

9MFY25:
PBT at 96cr vs 62cr⏫55%
PAT at 71cr vs 46cr⏫54%