Shreenidhi P(@nid_rockz) 's Twitter Profileg
Shreenidhi P

@nid_rockz

Research Head at PINC Wealth Management

CFA Level 3 candidate,

MBA Finance from Great Lakes Institute of Management,

Passionate about equity research

ID:197627400

calendar_today02-10-2010 00:58:36

18,8K تغريدات

157,9K متابعون

165 التالية

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Polycab


Solid 👏🔥

Record set
Highest ever revenue, EBITDA, PBT n PAT in comps history

Solid uptick QoQ and YoY

Rev at 5591cr vs 4323cr
Q3 at 4340cr

PBT at 725cr vs 574cr
Q3 at 546cr

PAT at 553cr vs 428cr
Q3 at 414cr

FY24 PBT at 2359cr vs 1716cr
FY24 PAT…

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Ajmera Realty

RLTY
Inv ppt:

Robust FY24 and with:
Rev⏫99%
EBITDA ⏫99%
PBT ⏫110%
PAT ⏫94%

Ended FY24 with sales of 1017cr

Guidance for FY25E:
Pre sales of 1350cr
Launch pipeline of 4570cr
New project additions of 3500cr
D/E of 0.8x

Total revenue…

Ajmera Realty #AJMERA #AJMERARLTY Inv ppt: Robust FY24 and #Q4FY24 with: Rev⏫99% EBITDA ⏫99% PBT ⏫110% PAT ⏫94% Ended FY24 with sales of 1017cr Guidance for FY25E: Pre sales of 1350cr Launch pipeline of 4570cr New project additions of 3500cr D/E of 0.8x Total revenue…
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Good

9/5/2024 post 8pm

Quess Corp

Good set with solid margin expansion
Rev at 490cr vs 444cr, Q3 at 484cr
PBT at 100cr vs 48cr, Q3 at 79cr
PAT at 98cr vs 30cr, Q3 at 64cr
Tax benefits this qtr
OCF steady at 529cr vs 466cr

Jash Engineering

ENGG
Q4…

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Good -9/5/24 from 4pm till 8pm

Suryoday Small Finance Bank
SFB

Solid
AUM ⏫37% with good disbursements growth
Solid PPOP growth QoQ and YoY
Asset quality improves
GNPA and NNPA down QoQ and YoY 🔥
RoA improves
PPOP at 128cr vs 101cr, Q3 at…

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Good -9/5/24 till 4pm

Addictive Learning Technology

Good FY24 with exponential increase over FY23
H2FY24 vs H2FY23:
Rev at 35cr vs 16cr, H1 at 31cr
PBT at 5.3cr vs loss, H1 at 5.1cr
FY24 PBT at 10.5cr vs 3.2cr
PAT at 7.2cr vs 2.4cr
OCF at 21cr vs 1.4cr🔥…

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India Shelter housing Finance


Excellent and FY24 to end the year at

AUM at 6084cr⏫49%

RoA at 4.9%
RoE at 14%

NNPA at 0.7%
GNPA at 1%

PAT at 248cr⏫59%

10 year AUM CAGR at 48% despite maintaining asset quality steady

India Shelter housing Finance #INDIASHELTER Excellent #Q4FY24 and FY24 to end the year at AUM at 6084cr⏫49% RoA at 4.9% RoE at 14% NNPA at 0.7% GNPA at 1% PAT at 248cr⏫59% 10 year AUM CAGR at 48% despite maintaining asset quality steady
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Kalpatru Projects International


Inv ppt:

A quarter of solid execution
Great 🔥

Strong orderbook

:
Rev at 5971cr⏫22%
EBITDA at 452cr⏫36%
⏫12% QoQ

PBT at 211cr⏫103%
⏫14% QoQ

Record annual revenue
19626cr⏫20%

Annual EBITDA at…

Kalpatru Projects International #KPIL #KALPATARU Inv ppt: A quarter of solid execution Great #Q4FY24🔥 Strong orderbook #Q4FY24: Rev at 5971cr⏫22% EBITDA at 452cr⏫36% ⏫12% QoQ PBT at 211cr⏫103% ⏫14% QoQ Record annual revenue 19626cr⏫20% Annual EBITDA at…
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Viviana Power Technologies

POWER

Delivers a good and FY24

H2FY24 vs H2FY23:

Rev at 42cr vs 17cr
H1 at 23cr

PBT at 5.5cr vs 2cr
H1 at 3.3cr

PAT at 4cr vs 1.5cr
H1 at 2.5cr

FY24:
Rev at 65.5cr vs 36cr
PBT at 8.9cr vs 4cr
PAT at 6.5cr vs 3cr

OCF…

Viviana Power Technologies #VIVIANA #VIVIANAPOWER Delivers a good #H2FY24 and FY24 H2FY24 vs H2FY23: Rev at 42cr vs 17cr H1 at 23cr PBT at 5.5cr vs 2cr H1 at 3.3cr PAT at 4cr vs 1.5cr H1 at 2.5cr FY24: Rev at 65.5cr vs 36cr PBT at 8.9cr vs 4cr PAT at 6.5cr vs 3cr OCF…
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Good -8/5/24 from 4pm till 7pm

Kirloskar Oil Engine


Solid with blockbuster growth 👏
Record nos with solid margin expansion QoQ n YoY 🔥
Rev at 1667cr vs 1383cr
PBT at 182cr vs 108cr, Q3 at 152cr
PAT at 147cr vs 79cr, Q3 at 89cr
Solid…

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Good -8/5/24 till 4pm

Automobile Corporation of Goa


Good set with solid and
Solid YoY growth
Decent QoQ set, though margins are slightly down QoQ
Rev at 168cr vs 135cr, Q3 at 136cr
PBT at 14.4cr vs 9cr,Q3 at 13.1cr
PAT at 11cr vs 7.7cr,…

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Suraj estate developers

ATE

Press release:

Good and numbers with record numbers for FY24👏

Solid margin expansion witnessed in FY24
700bps margin expansion YoY 🔥

Interest costs would continue to go down from here as they repaid 308cr loan…

Suraj estate developers #SURAJEST #SURAJESTATE Press release: Good #Q4FY24 and #FY24 numbers with record numbers for FY24👏 Solid margin expansion witnessed in FY24 700bps margin expansion YoY 🔥 Interest costs would continue to go down from here as they repaid 308cr loan…
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Shri Balaji Valve Components



Good with PBT and PAT ⏫50% in H2FY24👏

vs was flat
Makes up well with a good uptick in vs

vs
Rev at 45.3cr vs 33.4cr⏫36%
H1 at 37cr⏫22%

PBT at 5.9cr vs 3.9cr⏫51%
H1…

Shri Balaji Valve Components #SBVCL #BALAJIVALVE Good #H2FY24 with PBT and PAT ⏫50% in H2FY24👏 #H1FY24 vs #H1FY23 was flat Makes up well with a good uptick in #H2FY24 vs #H2FY23 #H2FY24 vs #H2FY23 Rev at 45.3cr vs 33.4cr⏫36% H1 at 37cr⏫22% PBT at 5.9cr vs 3.9cr⏫51% H1…
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Jindal Saw


Press release:
Standalone:
Rev at 5006cr⏫7%
EBITDA at 972cr⏫44%
PBT at 710cr⏫48%
PAT at 529cr⏫48%

FY24:
EBITDA at 3226cr vs 1827cr⏫77%
PAT at 1614cr vs 714cr⏫126%

OPM at 19.43%

3 companies:
Jindal tubular
Jindal fittings
Jindal quality tubular…

Jindal Saw #JINDALSAW Press release: Standalone: Rev at 5006cr⏫7% EBITDA at 972cr⏫44% PBT at 710cr⏫48% PAT at 529cr⏫48% FY24: EBITDA at 3226cr vs 1827cr⏫77% PAT at 1614cr vs 714cr⏫126% OPM at 19.43% 3 companies: Jindal tubular Jindal fittings Jindal quality tubular…
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