Share Market For Doctors
February 14, 2025 at 02:46 AM
Z-Tech Q3FY25 Concall Highlights
Growth and Expansion Plans:
* The company is diversifying into fast-forward sports arenas, pet parks, and international expansion.
* The company plans to make fast-forward sports arenas independent, as well as integrate them into larger parks.
* They plan to develop pet parks, aimed at a discerning class of customers.
* International expansion is being explored, with active leads in Dubai.
* The company is building a team for international marketing.
* They are focusing on expanding into Gujarat and Maharashtra.
* The company is entering Haryana and Bihar in a big way.
* There are several leads from Kerala.
* The company is also considering building a park in Bangalore.
* There are 23 upcoming theme park projects, in addition to the 11 ongoing ones.
* The total order book is 154 crores as of December 31st.
* 60% of the geotechnical order book is expected to be executed in the next financial year.
* The company has maintenance rights on three completed theme park projects, with operating rights on three others.
* Of the 11 current projects, nine are on operating models.
* The company estimates that each park will generate 2 to 6 crores of annual revenue.
* The company is aiming for 160-180 crores of revenue and 40-50 crores of profit next year.
* The company is planning to build a separate team to focus on the international market starting in April.
* The company aims to build 100 theme parks in the next three years and to execute two parks every month.
Fast Forward Sports Arenas:
* The company is conducting trials of its first fast-forward sports arena.
* Pricing will be competitive due to cost sharing with the government.
Noida Park:
* The opening of Noida Park has been delayed due to pollution issues in Delhi, but it is expected to open in the second half of March.
Shivalaya Park:
* Shivalaya Park has become a popular destination, listed among the top 10 places to visit in Prayagraj.
* The administration has been careful about opening the park on big days.
* Shivala Park has had 450,000 paid visitors in two months, generating approximately 2.75 crores in revenue.
* Ticket prices are 50 rupees on weekdays and 100 rupees on weekends.
Financial Guidance:
* The company is on track to achieve 20 crores in profit and 100-110 crores in revenue for the financial year 2025.
* The company expects to add another 30 crores in theme park orders and 20 crores in geotechnical and water orders in Q4.
* Next year, the company aims to double profits and grow the top line by 60-80%.
Other Key Points:
* The company has received payments for a project in Delhi.
* They are looking at two acquisition opportunities related to water and theme parks.
* The company is exploring ways to develop normal land into green spaces.
* They are also looking at sewage recycling opportunities.
* The company is open to splitting the business if it maximizes shareholder value.
#ztech #ztech
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