Investing Mantra
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%

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