
Investing Mantra
February 10, 2025 at 06:46 AM
Margin : 18.5%➡️21.8%
PAT : 17.4➡️36.7 Cr
PAT Margin : 11.4%➡️14.5%
Orderbook : 1,687 Cr
O&M Contracts : 738 Cr
– Company Enters Renewable Energy Segment
▪︎ Rossell Techsys Limited
Blockbuster Set 🔥
Solid Growth In Topline With Significant Margin Expansion 👏
Revenue : 58➡️75.7 Cr
EBITDA : 7.1➡️14.4 Cr
Margin : 12.3%➡️19%
PAT : 1.97➡️5.2 Cr
PAT Margin : 3.4%➡️6.9%
Delivers It's First Quarterly Result Post Demerger, Market is Yet To Watch This New Kid On The Block
▪︎ Bharti Hexacom Limited
Solid Numbers 👍👏
Delivers Great Set Even At Larger Base With Margin Expansion
Revenue : 1,801➡️2,251 Cr
EBITDA : 862➡️1194 Cr
Margin : 47.9%➡️53%
PAT : 213➡️363 Cr
PAT Margin : 3.4%➡️6.9%
Customer Base : 27,071➡️28,010
ARPU : 200➡️241 👏
– Highest Homes And Office Business Customers Addition At 44k
– Company To Transfer 3,400 Telecom Tovers To Indus Towers For 1,134.1 Cr
▪︎ Akums Drugs And Pharmaceuticals Limited
Bottomline Degrowth But Strong Operational Performance 👍
Revenue : 1,083➡️1,014 Cr
EBITDA : 92.7➡️121.5 Cr
Margin : 8.6%➡️12%
PAT : 58.6➡️86.2 Cr
PAT Margin : 5.4%➡️8.5%
*The Numbers Look Bad Prima Facie, But There Are Few Adjustments Which Are Adjusted Above
▪︎ Orient Technologies Limited
Good Topline Growth But Margins Contract Sharply
Overall A Poor Set Considering Valuations
Revenue : 155.5➡️206.9 Cr
EBITDA : 16.1➡️16.3 Cr
Margin : 10.4%➡️7.9%
PAT : 10.9➡️12.9 Cr
Adj.PAT Margin : 7%➡️4.9%
*PAT Mainly Up Due To Other Income Component
0.2 Cr ➡️ 2.57 Cr
If This Is Adjusted PAT Has Degrown Even After 33% Topline Growth
– Company Aquires 60% Stake In eProtect 360° Solutions For 2.25 Cr Which is Product Line Of Cybersecurity Solutions
▪︎ Carraro India Limited
Complete Poor Show 👎
Revenue : 434➡️447 Cr
Gross Margin : 28.5%➡️26.4%
EBITDA : 42.9➡️36.5 Cr
Margin : 9.8%%➡️8.1%
PAT : 19.4➡️14.8 Cr
PAT Margin : 4.4%➡️3.3%