Good
#Q4FY25-09/05/2025 post 6pm
India Shelter Finance Corporation
#IndiaShelter
Blockbuster Q4FY25
Solid QoQ and YoY uptick
Another 40% growth quarter
Good asset quality
Rev at 327cr vs 244cr, Q3 at 304cr
PBT at 140cr vs 100 r, Q3 at 124cr
PAT at 108cr vs 78cr, Q3 at 96cr
Best results from a peer group companies
Solid execution 👏
Thermax Ltd
#Thermax
Solid Q4FY25 👏
Great execution to end the year with
3000 cr revenue in a single quarter
Highest ever revenue, EBITDA and PBT in comps history
Rev at 3085cr vs 2763cr, Q3 at 2508cr
PBT at 301cr vs 251cr, Q3 at 156cr
Good QoQ and YoY uptick
PAT at 206cr vs 188cr, Q3 at 114cr
OCF at 1042cr vs 247cr🔥
Madhya Bharat Agro Products
#MBAPL
#MadhyaBharat
Rev at 297cr vs 146cr, Q3 at 284cr
EBITDA ⏫155% at 36cr
PBT at 27cr vs 8cr,flat QoQ
PAT at 14cr vs 2cr, Q3 at 8cr
Higher tax paid this qtr
Higher other income QoQ
OCF at 96cr vs 147cr
21% volume growth in SSP on full year basis
42% volume growth in NPK/DAP
Phosphoric acid capacity is operational from March 2025 and will contribute well in FY26
Sathlokhar Synergies
#SSEGL
Good H2FY25 👏
Solid orderbook providing good visibility for FY26
Rev at 257cr vs 200cr, H1 at 142cr
PBT at 35cr vs 29cr, H1 at 22cr
PAT at 26cr vs 22cr, H1 at 16cr
FY25 rev at 400cr vs 246cr
FY25 PBT at 57cr vs 35cr
FY25 PAT at 43cr vs 26cr
OCF at -90cr vs 12cr
Receivables at 135cr vs 13cr,need to track H1FY26
Quality of clients Re too good here and project execution cycle is shorter
1300 cr orderbook
27x FY25
Debt free
GRP Ltd
#GRP
Good Q4FY25 👏
Rev at 160cr vs 137cr, Q3 at 132cr
PBT at 26cr vs 18cr, Q3 at 6cr
PAT at 19.4cr vs 11.6cr, Q3 at 4.3cr
OCF at 44cr vs 27cr
HariOm Pipes
#HariOm
Solid Rev and volume growth
Higher finance cost and depreciation cost by 7.5cr lead to flat PBT and PAT
Volume growth is strong
Rev at 400cr vs 330cr, Q3 at 300cr
EBITDA at 50cr vs 42cr, Q3 at 39cr
PBT at 23cr vs 22cr, Q3 at 15cr
OCF at 78cr vs 5cr👏
Danish Power
#Danish
Solid scale up in H2FY25
Amazing growth
New capacity should take care of FY26 growth
Rev at 261cr vs 163cr in H1FY25
PBT at 51cr vs 28cr in H1
PAT at 38cr vs 21cr in H1
FY25 Rev at 425cr vs 332cr
FY25 PBT at 79cr vs 50cr
FY25 PAT at 58cr vs 38cr
OCF at -20cr vs 26cr
Shakti Pumps
#Shakti
#ShaktiPumps
Good Q4FY25 despite big base of Q4FY24
Small QoQ growth
Rev at 665cr vs 609cr, Q3 at 648cr
PBT at 150cr vs 119cr, Q3 at 142cr
PAT at 110cr vs 89cr, Q3 at 104cr
OCF at 20cr vs 50cr
CE Infosystems
#MapMyIndia
Solid Q4FY25
Good revenue uptick
Rev at 143cr vs 106cr, Q3 at 115cr
Solid growth QoQ and YoY
Other income at 23cr vs 12cr, Q3 at 9cr
PBT at 76cr vs 46cr, Q3 at 44.5cr
PAT at
JV loss at 3cr leads to PBT of 73cr
PAT at 49cr vs 38cr, Q3 at 32cr
OCF at 113cr vs 75.5cr
Master Components
#Master
Rev at 25cr vs 14cr, H1 at 18cr
PBT at 3.2cr vs 2.2cr, H1 at 2.2cr
Exceptional gains of 3cr leads to:
PAT at 4.8cr vs 1.6cr, H1 at 1.6cr
OCF steady at 2cr
Novartis
#Novartis
Flattish topline at 84cr vs 81cr
PBT at 34cr vs 21cr, Q3 at 35cr
PAT at 30cr vs 16cr, Q3 at 25cr
OCF at 74cr vs 113cr
Rex Pipes and Cables
#RexPipes
Rev down at 60cr vs 71cr
PBT at 5cr vs 3cr, H1 at 2cr
PAT at 3.5cr vs 2.3cr, H1 at 1.6cr
OCF steady at 2.3cr
Reliance Power
#RelPower
Rev down at 1978cr vs 1996cr
PBT at 67cr vs loss, Q3 at 50cr
PAT at 125cr vs -415cr, Q3 at 42cr
Tax writeback of 58cr this qtr
OCF at 1937cr vs 3173cr
Raj Oil Mills
#RajOil
Rev at 32cr vs 30cr
PBT at 1.3cr vs 13lacs, Q3 at 1.1cr
OCF at 0.3cr vs 0.7cr