Mayank Patwardhan

Mayank Patwardhan

Mayank Patwardhan

Shreenidhi P

Shreenidhi P

@nid_rockz

8 Feb 2025

Good #Q3FY25-8/2/2025 till 8pm Jyoti CNC Machines #JyotiCNC Good Q3FY25 Decent QoQ uptick Rev at 450cr vs 377cr, Q2 at 431cr No other income in Q3FY25 Other income at Q2FY25 was 11cr PBT at 93cr vs 64cr, Q2 at 88cr adj for other income PAT at 80cr vs 48cr, Q2 at 76cr Solid YoY, decent QoQ Valuations expensive Long runway for growth 9M PBT at 271cr vs 77cr 9m PAT at 207cr vs 51cr FY24 PAT was 151cr Already did 57cr additional PAT 8in 9MFY25 than entire FY24 combined Affle India #Affle Solid, steady, consistent Good Q3FY25 🔥 Great QoQ uptick Decent margin expansion QoQ and YoY Rev at 602cr vs 498cr, Q2 at 542cr Other income at 21cr vs 10cr Q2 at 29cr PBT at 124c4 vs 83cr, Q2 at 113cr PAT at 100cr vs 77cr, Q2 at 92cr PAT of 100cr in a single qtr for the first time Atul Auto #AtulAuto Good Q3FY25 Rev at 195cr vs 154cr, Q2 at 181cr PBT at 10cr vs 6.6cr, Q2 at 6.5cr PAT at 7cr vs 4.5cr, Q2 at 4.6cr Shaily Engineering Plastics #Shaily Good Q3FY25 Valuations Rich Rev at 197cr vs 158cr, Q2 at 192cr PBT at 32cr vs 19cr, Q2 at 27cr Good QoQ and YoY uptick in revenue, EBITDA PBT and PAT PAT at 25cr vs 15cr, Q2 at 22cr Jayant Agro Organics #JayantAgro Rev at 579cr vs 429cr, Q2 at 598cr PBT at 18.6cr vs 12.5cr, Q2 at 18.2cr PAT at 13.8cr vs 9.5cr, Q2 at 13.5cr Kapston Services #Kapston Good Q3FY25 Rev at 182cr vs 137cr, Q2 at 168cr PBT at 3.6cr vs 2.2cr, Q2 at 3.3cr PAT at 4.5cr vs 2.6cr, Q2 at 3.9cr Delivering steady qtrs consistently Arrow Greentech #ArrowGreentech YoY good , QoQ down Rev at 55cr vs 25cr, Q2 at 65cr PBT at 18cr vs 6cr, Q2 at 26cr PAT at 13cr vs 5cr, Q2 at 19cr Sarda Energy #SardaEnergy Good Q3FY25 Other income at 0 vs 51cr in Q2FY25 Rev at 1309cr vs 914cr, Q2 at 1151cr PBT at 226cr vs 143c4, Q2 at 276cr Flat QoQ adjusted for other income PAT at 200cr vs 114cr, Q2 at 203cr Brainbees Solutions #FirstCry Good Q3FY25 with healthy rev and EBITDA growth Rev at 2172cr vs 1900cr, Q2 at 1904cr EBITDA at 152cr vs 93cr, Q2 at 87cr Solid QoQ and YoY uptick in EBITDA and revenue PBT at 6.4cr vs -43cr, Q2 at -50cr Loss after tax at 14cr vs loss of 48cr Suraksha Diagnostics #Suraksha Rich valuations, seasonality in the business Q3 is dull qtr for diagnostic companies QoQ Rev at 60cr vs 52cr PBT at 8c vs 6cr, Q2 at 13.6cr PAT at 6cr vs 4.5cr, Q2 at 10cr Paras Defence #ParasDefence #Paras Rev at 85cr vs 64cr, Q2 at 87cr PBT at 19cr vs 8cr, Q2 at 18cr PAT at 14cr vs 6cr, Q2 at 13cr Rich valuations Meghmani Organics #MeghOrg #MOL Finally a turnaround Rev at 568cr vs 351cr, Q2 at 543cr PBT at 7.4cr vs -48cr, Q2 at -9cr Solitaire machine Tools #SMT #SolitaireMachine Rev at 7cr vs 6cr, Q2 at 4cr PBT at 1cr vs 0.5cr, Q2 at 0.6cr Tirupati Starch #TirupatiStarch Rev at 99cr vs 86cr, Q2 at 103cr Solid margin expansion PBT at 8.8cr vs 1.1cr, Q2 at 32lacs PAT at 7.4cr vs 1cr, Q2 at 66lacs Sejal Glass #SejalGlass Rev at 61cr vs 47cr, flat QoQ PBT and PAT at 3.4cr vs 0.9cr, Q2 at 2.6cr Sakar Healthcare #SakarHeatlh Rev at 43cr vs 37cr,flat QoQ EBITDA at 12cr vs 9cr, Q2 at 11.5cr PBT at 5.5cr vs 3cr, Q2 at 5.1cr PAT at 4.5cr vs 2cr, Q2 at 4.8cr Ambar Protein #Ambar Rev at 112cr vs 86cr, Q2 at 89cr PBT at 4cr vs 2.8cr, Q2 at 3.5cr PAT at 2.8cr vs 1.6cr, Q2 at 2.7cr #ConstronicsInfra Constronics Infra Rev at 16cr vs 14cr QoQ,last year Q3 had nothing PBT at 1.7cr vs 1.2cr QoQ #TexelIndustries Texel Industries Rev at 26cr vs 21cr Q2 at 28cr PBT at 1.8cr vs -1.7cr, Q2 at 0.8cr Oceanic Foods #Oceanic Rev at 36cr vs 28cr,flat QoQ PBT at 1.6cr vs 1cr, Q2 at 1.3cr #ExxaroTiles Huge equity!! Rev at 79cr vs 65cr, Q2 at 60cr PBT at 1.6cr vs 39lacs, Q2 at 73lacs Decent: #IceMake

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