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Inox Wind

Blockbuster Q2FY25
Record quarter
Rev at 732cr vs 370cr, Q1 at 639cr
EBITDA at 189cr vs 70cr⏫172%
PBT at 94cr vs -28cr, Q1 at 48cr
Almost 2x QoQ
PAT at 90cr vs -27cr, Q1 at 50cr
OCF at 23cr vs -209cr

Texmaco Rail

Solid and blockbuster Q2FY25
Rev at 1345cr vs 806cr, Q1 at 1088cr
PBT at 97cr vs 36cr, Q1 at 85cr
PAT at 72cr vs 24cr, Q1 at 60cr
OCF at -203cr vs 111cr

Inox Green Energy

Rev at 55cr vs 47cr, Q1 at 50cr
PBT at 9.7cr vs 3.9cr, Q1 at 2cr
PAT at 6cr vs 3.4cr, Q1 at 94lacs
OCF at 58cr vs 26cr

Syrma SGS

Rev at 832cr vs 711cr, Q1 at 1153cr
Sharp revenue downtick QoQ
But margins improve sharply QoQ and YoY
PBT at 51cr vs 38cr, Q1 at 29cr
PAT at 40cr vs 30cr, Q1 at 20cr
OCF at 209cr vs -32lacs

Urban Enviro Waste Management (SME)

Solid H1FY25
Rev at 72cr vs 46cr, H2 at 56cr
PBT at 10.7cr vs 5.3cr, H2 at 4.7cr
PAT at 7.6cr vs 4cr, H2 at 3cr
OCF at 3cr vs 4.4cr

Sharda Cropchem

Another steady qtr and a quarter of stability
Margins normalise
Solid margin expansion QoQ and YoY
Rev at 777cr vs 580cr, Q1 at 785cr
PBT at 46cr vs -34cr, Q1 at 31cr
PAT at 42cr vs -27cr, Q1 at 27cr
OCF at 457cr vs 169cr

Jammu Kashmir Bank

Rev at 3429cr vs 2954cr, Q1 at 3188cr
PPOP at 787cr vs 534cr, Q1 at 594cr
PAT at 551cr vs 381cr, Q1 at 415cr
GNPA and NNPA down QoQ and YoY
RoA at 1.41% vs 1.08%

Cholamandalam Finance

Decent 25% growth in PBT and PAT despite tough conditions
Some stress on asset quality
Valuations are rich

Shriram Finance

Decent set with revenue, PBT and PAT growing at 18-19%
⏫6% QoQ

UTI AMC

Flat QoQ
Rev at 540cr ve 405cr, Q1 at 533cr
PBT at 335cr vs 220cr, Q1 at 341cr
PAT at 263cr vs 182cr, Q1 at 274cr

Bank of Baroda

Steady set with PPOP ⏫18% YoY ,⏫29% QoQ
PBT and PAT ⏫20%
Asset quality strong
GNPA and NNPA down QoQ and YoY
RoA at 1.3% vs 1.14%

Mason Infra(SME)

Seasonality with H2 heavy
H1FY25:
Rev at 37cr vs 24cr
PBT at 6.3cr vs 2.5cr
PAT at 4.7cr vs 1.8cr
OCF at -10cr vs 16cr

ICRA

Rev at 126cr vs 104cr, Q1 at 114cr
PBT at 57cr vs 47cr, Q1 at 47cr
PAT at 37cr vs 32cr, Q1 at 35cr

Modi Naturals

Rev at 146cr vs 91cr,flat QoQ
PBT at 9cr vs 90lacs, Q1 at 8.7cr
PAT at 7.6cr vs 74lacs,flat QoQ
OCF at 31cr vs 11cr

Silkflex Polymers(SME)

Rev at 35cr vs 23cr,H2 at 36cr
PBT at 4.4cr vs 2.3cr,H2 at 3cr
PAT at 3.2cevve 1.7cr,H2 at 2.1cr
OCF at -14cr vs 2cr
Receivables at 13cr vs 6cr
Track H2

Taneja Aerospace

Rev at 20cr vs 7cr Q1 at 9cr
PBT at 6cr vs 4cr, Q1 at 4cr
OCF at 9cr vs 7cr

Hindustan Hardy

Rev at 20cr vs 16.5cr, Q1 at 16.5cr
PBT at 2.7cr vs 1.1cr, Q1 at 1cr
OCF at 1.5cr vs 6.3cr

Maestros Electronics

Rev at 7.3cr vs 5.7cr, Q1 at 8.7cr
PBT at 1.3cr vs 47lacs, Q1 at 1.7cr
OCF at 8.6cr vs 7.2cr

Marsons

Rev at 38cr vs 30cr QoQ
PBT and PAT at 7.5cr vs 42lacs, Q1 at 5.2cr
OCF at -31cr
Receivables at 61cr vs 14cr!!!!

Vishal Fabrics

Paid up capital of 100crs!!
Rev at 384cr vs 309cr, Q1 at 340cr
PBT at 12cr vs 6.2cr, Q1 at 8.4cr
OCF at 44cr vs -6cr

EKI Energy

Turnaround
PBT at 4.2cr vs -43cr
OCF at 32cr

Decent:

QoQ flat-Rich valuations
20% PBT growth


Led by higher other income+ tax benefits


QoQ sharply down
PBT at 13.4cr vs 9.8cr, Q1 at 25cr
OCF at 33cr vs 22cr

Bandhan Bank:
Financials for the quarter ended Sept 30, 2024
1. The Bank’s net revenue as of Q2 FY25 was Rs.3,543 crore as compared to Rs.2,984 crore in Q2 FY24; a growth of 19%.
2. Operating Profit was Rs.1,855 crore in Q2 FY25 compared to Rs.1,583 crore in Q2 FY24, up 17%.
3. The profit after tax for the quarter ended Sept 30, 2024, stood at Rs.937 crore compared to Rs 721 crore, registering a growth of 30% YoY.

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Nippon India Life Asset Management

Solid QoQ and YoY momentum
Rev at 571cr vs 397cr, Q1 at 504cr
PBT at 486cr vs 320cr, Q1 at 438cr
PAT at 360cr vs 244cr, Q1 at 332cr
OCF at 465cr vs 286cr

Jay Bee Laminations

Good H1FY25 👏
Solid margin expansion vs both comparable halfs
Topline flattish
Rev at 154cr,flat YoY, H2 at 148cr
PBT at 19.4cr vs 12cr,H2 at 13cr
PAT at 14.4cr vs 9.6cr, H2 at 9.7cr
Inventory at 90cr vs 44cr, seems H2 will have decent revenue uptick
Business is tilted towards H2

All E Technologies

Steady, consistent and solid Q2FY25
Continues to deliver a decent QoQ uptick
Inorganic acquisition opportunity would be icing on the cake
Rev at 36cr vs 29cr, Q1 at 33cr
PBT at 8.9cr vs 6.3cr, Q1 at 8.1cr
PAT at 6.7cr vs 4.8cr, Q1 at 6.2cr
OCF at 13cr vs 5cr👏

V2 Retail

H2 heavy
Q2 is always a loss qtr, however losses have hugely reduced this qtr
Rev at 380cr vs 231cr
EBITDA at 35cr vs 21cr
PBT at -2cr vs -8cr
OCF at 94cr vs 54cr

Dixon Technologies

Solid Q2FY25
Record quarter 🔥 👏
Highest ever set
Rev at 11534cr vs 4943cr, Q1 at 6579cr
PBT at 319cr vs 148cr, Q1 at 179cr
Exceptional items of 210cr lead to:
PAT of 411cr vs 113cr, Q1 at 139cr
Adj PAT at 236cr⏫109%
OCF at 402cr vs 152cr🔥

Radico Khaitan

Solid margin expansion QoQ and YoY
Rev at 3906cr vs 3569cr, Q1 at 4265cr
PBT at 112cr vs 83cr, Q1 at 101cr
PAT at 81cr vs 64cr, Q1 at 77cr
OCF at 69cr vs -41cr

HomeFirst Finance

Steady and consistent
Good Q2FY25 ,but stock is nicely valued
Rev at 374cr vs 278cr, Q1 at 341cr
PBT at 120cr vs 96cr, Q1 at 113.5cr
PAT at 92cr vs 74cr, Q1 at 88cr

Shilchar Technologies

Solid Q2FY25
Highest ever set 🔥👏
Rev at 131cr vs 106cr, Q1 at 106cr
PBT at 44cr vs 33cr, Q1 at 32cr
PAT at 33cr vs 24cr, Q1 at 24cr

IEX

Rev at 139cr vs 108cr, Q1 at 123cr
PBT at 142cr vs 110cr, Q1 at 124cr
PAT at 108cr vs 86cr, Q1 at 96cr
OCF at 113cr vs 210cr

DCB Bank

Rev at 1568cr vs 1305cr, Q1 at 1489cr
PPOP at 255cr vs 210cr, Q1 at 205cr
PBT at 210cr vs 170cr, Q1 at 177cr
GNPA and NNPA steady QoQ and YoY

Timex Group

Rev at 174cr vs 126cr, Q1 at 109cr
PBT at 24cr vs 14cr, Q1 at 3cr
PAT at 18cr vs 11cr, Q1 at 2.4cr
Growth qtr after a long gap
OCF at 22cr vs 20cr

Capital Small Finance Bank

Much better show vs peers
Rev at 249cr vs 212cr, Q1 at 235cr
Other income at 26cr vs 16cr
PBT at 48cr vs 34cr, Q1 at 42cr
GNPA and NNPA down QoQ and YoY

Digiconetnt

Blockbuster Q2FY25
Rev at 114cr vs 98cr, Q1 at 104cr
PBT at 16cr vs 16lacs, Q1 at 2.2cr
EBITDA at 22cr vs 9cr, Q1 at 12cr
PAT at 11cr vs loss, Q1 at 69lacs
OCF at 56cr vs 11cr🔥

Effwa Research

H2 heavy
Seasonality in the business
H2 usually accounts for 60-65% business
Rev at 61cr vs 33cr
PBT at 6.4cr vs 1.8cr
PAT at 4.8cr vs 1.3cr
16.7cr PBT came in H2 last year

Bikaji Foods

Rev at 931cr vs 751cr, Q1 at 780cr
PBT at 93cr vs 75cr, Q1 at 78cr
PAT at 69cr vs 60 r, Q1 at 65cr
OCF at 95cr vs 100cr


Rev at 4741cr vs 4190cr
PBT at 178cr vs 144cr
PAT at 132cr vs 107cr
Q1 is the strongest qtr and business has seasonality
OCF at 253cr vs 517cr

IXIGO

Rev at 206cr vs 164cr, Q1 at 182cr
PBT at 17.5cr vs loss, Q1 at 14.3cr
OCF at 70cr vs 19cr

Le Lavoir

Rev at 1.2cr vs 0.4cr, Q1 at 0.4cr
PBT at 0.65cr vs 0.26cr, Q1 at 0.32cr
OCF at 1cr vs 0.6cr

VR Infraspace

Rev at 13cr vs 7cr, H2 at 11.7cr
PBT at 2.3cr vs 1cr, H2 at 2.1cr
PAT at 1.7cr vs 0.8cr, H2 at 1.4cr
OCF at -19cr vs -3cr
Receivables at 9.3cr vs 7cr

Alphalogic Industries

Partially aided by higher other income
Rev at 40cr vs 20cr, Q1 at 28cr
Other income at 82lacs vs 28lacs
PBT at 2.4cr vs 1.5cr, Q1 at 1.6cr
OCF at -0.6cr vs -6.7cr

NACL Industries

Margins normalise
Rev sharply down
PBT at 20cr vs 5cr, Q1 at -26cr
OCF at 307cr vs 32cr

Strides Pharma Sciences


Rev at 1201cr vs 999cr, Q1 at 1087cr
Solid margin expansion
Life high EBITDA
EBITDA ⏫54% at 235cr
PBT at 128cr vs loss, Q1 at 97cr
PAT at 93cr vs loss, Q1 at 68cr
Solid QoQ and YoY uptick
OCF at 418cr vs 302cr👏

Privi Speciality Chemicals

Very good Q2FY25
Solid QoQ uptick and YoY momentum
Rev at 532cr vs 455cr, Q1 at 463cr
PBT at 61cr vs 40cr, Q1 at 43cr
PAT at 45cr vs 30cr, Q1 at 31cr
OCF at 120cr vs 156cr

Ramkrishna Forgings

Rev at 1053cr vs 893cr, Q1 at 959cr
PBT at 136cr vs 105cr, Q1 at 113cr
PAT at 108cr vs 79cr, Q1 at 79cr
Solid growth momentum both QoQ and YoY
OCF at 33cr vs 299cr

Tarachand InfraLogistic

Blockbuster Q2FY25
Rev at 65cr vs 49cr, Q1 at 53cr
Significant margin expansion QoQ and YoY 🔥
PBT at 9.6cr vs 3.4cr, Q1 at 6cr
PAT at 7.2cr vs 2.6cr, Q1 at 4.5cr

Kody Technolab

Blockbuster H1FY25
Rev at 40cr vs 5cr,H2 at 16cr
PBT at 13.6cr vs 1cr, H2 at 5.4cr
PAT at 10.2cr vs 80lacs, H2 at 4cr
OCF at -22cr

Adani Wilmar

Rev at 14460cr vs 12267cr, Q1 at 14168cr
PBT at 402cr vs loss, Q1 at 418cr
PAT at 311cr vs loss, Q1 at 313cr
OCF at 1698cr vs -1435cr

Asahi Songwon

QoQ slightly flattish
Rev at 14qcr vs 95cr, Q1 at 134cr
PBT at 5.4cr vs loss, Q1 at 6cr
PAT at 3.3cr vs loss, Q1 at 4.3cr
OCF at 15cr vs 8.7cr

Manba Finance

Rev at 60cr vs 40cr, Q1 at 45cr
PBT at 16cr vs 8cr, Q1 at 6cr
PAT at 11cr vs 6cr, Q1 at 5cr
GNPA and NNPA down YoY, some stress QoQ

Transport Corporation Of India

Rev at 1120cr vs 993cr, Q1 at 1045cr
PBT at 118cr vs 97cr, Q1 at 103cr
PAT at 106cr vs 86cr, Q1 at 90cr
OCF at 174cr vs 132cr

PNB Gilts

Rev at 500cr vs 346cr, Q1 at 440cr
Includes 110cr net gain on securities
PBT at 151cr vs loss, Q1 at 71cr
PAT at 115cr vs loss, Q1 at 53cr

Moschip Technologies

Rev at 125cr vs 61cr, Q1 at 80cr
PBT and PAT at 9.7cr vs 4cr, Q1 at 4cr
OCF at 16cr vs 17cr

Purity FlexPack

Rev at 37cr vs 29cr, Q1 at 28cr
PBT at 1.7cr vs 37lacs, Q1 at 71lacs
PAT at 1.3cr vs 31lacs, Q1 at 51lacs

Galaxy Cloud Kitchen

Rev at 5.7cr vs 1.3cr QoQ
PBT at 2.4cr vs loss of 52lacs, Q1 at -0.4cr
OCF at 1.4cr vs -11cr

Tourism Finance Corporation

Rev at 65cr vs 58cr, Q1 at 61cr
PBT at 33cr vs 15cr, Q1 at 32cr
PAT at 25cr vs 18cr,flat QoQ
GNPA and NNPA down YoY

Decent:
Adani Total Gas( )

Here’s a summary of Johnson Controls - Hitachi Air Conditioning India's Q2 financial results,

Net Loss: ₹30 crore vs. ₹56.4 crore loss
(YoY improvement);
₹36.1 crore profit (QoQ shift)

Revenue: ₹396 crore vs. ₹280 crore (YoY growth of 41.43%)

EBITDA Loss: ₹26.57 crore vs. ₹43.58 crore loss (YoY improvement)

Johnson Controls - Hitachi Air Conditioning India showed significant revenue growth year-over-year and improved net loss and EBITDA figures, despite a quarterly shift from profit to loss.