Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Zen Technologies

H

Solid with amazing execution

Growth continues at staggering pace🔥🔥

Rev at 142cr vs 96cr
Q3 at 100cr

PBT at 52cr vs 33cr
Q3 at 43cr

PAT at 38cr vs 23cr
Q3 at 30cr

FY24:
PBT at 186cr vs 72cr
PAT at 130cr vs 50cr🔥🔥👏

Higher…

Zen Technologies 
#ZENTEC
#ZENTECH

Solid #Q4FY24 with amazing execution 

Growth continues at staggering pace🔥🔥

Rev at 142cr vs 96cr
Q3 at 100cr

PBT at 52cr vs 33cr
Q3 at 43cr

PAT at 38cr vs 23cr
Q3 at 30cr

FY24:
PBT at 186cr vs 72cr
PAT at 130cr vs 50cr🔥🔥👏

Higher…
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Birla Corporation


Solid set QoQ and YoY with excellent margin expansion 🔥

Record set👏

Rev at 2656cr vs 2562cr
Q3 at 2312cr

PBT at 276cr vs 96cr
Q3 at 154cr

PAT at 195cr vs 85cr
Q3 at 109cr

Q4 EPS at 25rs vs 11rs

80%+ QoQ uptick in PAT 🔥🔥

Solid OCF too
OCF…

Birla Corporation 
#BIRLACORP

Solid set QoQ and YoY with excellent margin expansion 🔥

Record set👏

Rev at 2656cr vs 2562cr
Q3 at 2312cr

PBT at 276cr vs 96cr
Q3 at 154cr

PAT at 195cr vs 85cr
Q3 at 109cr

Q4 EPS at 25rs vs 11rs

80%+ QoQ uptick in PAT 🔥🔥

Solid OCF too
OCF…
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Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Oriana Power

POWER
Inv PPT:

FY24:
Rev at 383cr vs 134cr
EBITDA at 83cr vs 20cr
PAT at 54cr vs 10cr
EPS at 33.4rs

Record year
Highest ever numbers 🔥🔥

Solid orderbook 👏

Management guidance:
Anticipates a significant increase in FY25 vs FY24

In advanced…

Oriana Power 
#ORIANA
#ORIANAPOWER
Inv PPT:

FY24:
Rev at 383cr vs 134cr
EBITDA at 83cr vs 20cr
PAT at 54cr vs 10cr
EPS at 33.4rs

Record year 
Highest ever numbers 🔥🔥

Solid orderbook 👏

Management guidance:
Anticipates a significant increase in FY25 vs FY24 

In advanced…
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Kush Thakkar(@kushthakkar183) 's Twitter Profile Photo

Shreenidhi P Last concall they said about FLAT Q due to 100% capacity they are operating and New Capex Will be operational from July

Agreed that stock moved a lot in Good expectations so some cool off must here

@nid_rockz #Shilchar Last concall they said about FLAT Q due to 100% capacity they are operating and New Capex Will be operational from July 

Agreed that stock moved a lot in Good expectations so some cool off must here
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Force Motors

MOTORS

Crazy April sales👏👏👏

Delivers a stunner 🔥

Exports see a big uptick
Domestic very good as well

Overall 44% increase in sales at 2624 units vs 1828 units

Includes:
Exports at 356 units vs 166 units ⏫114.46%
Domestic at 2268 units vs 1762…

Force Motors 
#FORCE
#FORCEMOTORS

Crazy April sales👏👏👏

Delivers a stunner 🔥

Exports see a big uptick 
Domestic very good as well

Overall 44% increase in sales at 2624 units vs 1828 units

Includes:
Exports at 356 units vs 166 units ⏫114.46%
Domestic at 2268 units vs 1762…
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Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Inox Wind


Solid with robust growth in EBITDA

3MW WTG execution leads to EBITDA of 140cr in Q4 🔥

PAT at 38cr vs loss

Single largest order of 1500 MW from CESC in Feb 24

Unexecuted orderbook at 2656 MW

Net debt at 655cr

:
Rev at 563cr vs 193cr…

Inox Wind
#INOXWIND

Solid #Q4FY24 with robust growth in EBITDA 

3MW WTG execution leads to EBITDA of 140cr in Q4 🔥

PAT at 38cr vs loss

Single largest order of 1500 MW from CESC in Feb 24

Unexecuted orderbook at 2656 MW

Net debt at 655cr

#Q4FY24:
Rev at 563cr vs 193cr…
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Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Sona BLW Precision Forgings


Inv PPT:

More than 2x in most metrics over the last 3 years👏👏

Rev 2x
EBITDA 2x
PAT 2.4x
Orderbook 1.6x

Global market share 1.6x
Product portfolio 1.8x
BEV revenue 4.3x

31% RoCE
28.5% RoE

Orders worth Rs 52 billion were…

Sona BLW Precision Forgings 
#SONACOMS
#SONABLW
Inv PPT:

More than 2x in most metrics over the last 3 years👏👏 

Rev 2x
EBITDA 2x
PAT 2.4x
Orderbook 1.6x

Global market share 1.6x
Product portfolio 1.8x
BEV revenue 4.3x

31% RoCE 
28.5% RoE 

Orders worth Rs 52 billion were…
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Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Madhusudan Masala
MASALA


H2 is the main season and company performs well

Delivers a good set

Good H1 is followed up by good H2 now👏

OCF negative
Should track H1FY25

:
Rev at 108cr vs 86cr
H1 at 54cr

PBT at 7.9cr vs 5.2cr
H1 at 4.4cr

PAT…

Madhusudan Masala
#MADHUSUDHANMASALA
#MADHUSUDHAN

H2 is the main season and company performs well

Delivers a good set

Good H1 is followed up by good H2 now👏

OCF negative 
Should track H1FY25 

#H2FY24:
Rev at 108cr vs 86cr
H1 at 54cr

PBT at 7.9cr vs 5.2cr
H1 at 4.4cr

PAT…
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UGRO Capital

CAP

Very good with solid QoQ uptick in AUM, PPOP and PBT

Highest ever revenue, PPOP, PBT and PAT in comps history 👏

AUM at 9047cr⏫49% YoY
⏫8% QoQ

Disbursements ⏫6% at 1554cr vs 1459cr

PBT at 56cr vs 34cr⏫66%
⏫21% QoQ 👏

PAT at 33cr…

UGRO Capital 
#UGRO
#UGROCAP

Very good #Q4FY23 with solid QoQ uptick in AUM, PPOP and PBT 

Highest ever revenue, PPOP, PBT and PAT in comps history 👏

AUM at 9047cr⏫49% YoY 
⏫8% QoQ 

Disbursements ⏫6% at 1554cr vs 1459cr

PBT at 56cr vs 34cr⏫66%
⏫21% QoQ 👏

PAT at 33cr…
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Shreenidhi P(@nid_rockz) 's Twitter Profile Photo

Bondada Engineering


Fab

Highest ever revenue, EBITDA, PBT and PAT ever in comps history 🔥

Solid OCF

Rev at 505cr vs 253cr
H1 at 295cr

PBT at 44cr vs 17cr
H1 at 17cr

PAT at 31cr vs 13cr
H1 at 14cr

OCF at 54cr vs -32cr

FY24 PAT at 44cr vs 16cr🔥

Bondada Engineering 
#BONDADA

Fab #H2FY24

Highest ever revenue, EBITDA, PBT and PAT ever in comps history 🔥 

Solid OCF 

Rev at 505cr vs 253cr
H1 at 295cr

PBT at 44cr vs 17cr
H1 at 17cr

PAT at 31cr vs 13cr
H1 at 14cr

OCF at 54cr vs -32cr

FY24 PAT at 44cr vs 16cr🔥
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Shreenidhi P Dmart

Same store sales growth 9.9% YOY

Store additions 41 stores
Total count 367 stores

Revenue breakup FY24 vs FY23

Food 56% / 57%
Non food 20.7%/ 21%
Apparel /GM 23% / 22.4%

in details

x.com/DMoatInvestor/…

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