Good
#Q4FY25-29/4/2025 till 7pm
Trent
#Trent
Decent, valuations continue to remain rich
Q3 is always a heavy qtr, QoQ comparison won't make sense
Rev at 4216cr vs 3298cr
PBT at 417cr vs 301cr
Last year Q4 had a big one off gains of 576cr
Margins steady
Valuations rich
Growth has been good
OCF at 1660cr vs 1348cr
IndiaMART Intermesh
#IndiaMart
Rev at 355cr vs 314cr,flat QoQ
Other income at 109cr vs 77cr, Q3 at 45cr
PBT at 218cr vs 139cr, Q3 at 159cr
PAT at 181cr vs 109cr, Q3 at 121cr
Deferred revenue β«17% at 1678cr
Collections β«12% to 541cr
Standalone collectionsβ«9% at 506cr
Paying suppliersβ«1% only which is the only negative
50rs total div including 20rs special dividend
Schaeffler
#Schaeffler
Better quater in a tough environment
Rev at 2174cr vs 1873cr, Q3 at 2136cr
PBT at 341cr vs 298cr, Q3 at 326cr
PAT at 252cr vs 220cr, Q3 at 237cr
Aryaman Capital Markets
#Aryaman
Rev at 50cr vs 13cr, H1 at 24cr(includes 25cr dividend income)
Dividend income at 25cr vs 5cr leads to PBT of 19cr vs 4cr, H1 at 8cr
PAT at 17cr vs 4cr, H1 at 6cr
Capital Small Finance Bank
#CapitalSFB
Rev at 257cr vs 224cr, Q3 at 253cr
PPOP at 47cr vs 39cr, Q3 at 48cr
PAT at 34cr vs 28cr,flat QoQ
RoA at 1.36% vs 1.23%
Asset quality steady
GNPA and NNPA down QoQ and YoY
Five Star Business Finance
#FiveStarBusiness
Rev at 752cr vs 616cr, Q3 at 727cr
PBT at 371cr vs 313cr, Q3 at 365cr
PAT at 279cr vs 236cr, Q3 at 274cr
GNPA and NNPA up YoY
GNPA at 1.79% vs 1.38%
NNPA at 0.88% vs 0.63%
Orbit Exports
#OrbitExports
#OrbitExp
Rev at 52cr vs 47cr, Q3 at 55cr
PBT at 9cr vs 7cr,flat QoQ
PAT at 6.6cr vs 5.6cr,flat QoQ
OCF at 33cr vs 41cr
CFF Fluid Control
#CFFFluid
Good vs last year H2, down vs H1
Rev at 66cr vs 47cr, H1 at 80cr
PBT at 14cr vs 10cr, H1 at 19cr
PAT at 10cr vs 7cr, H1 at 14cr
OCF at -3cr vs -27cr
Decent:
#JanaSFB
#AmbujaCements
#FedFina
#JayBeeLaminations
#DelphiWorld