Management interview of Kross Ltd post listing
#KROSS
Kross Ltd
Excellent growth track record for last 3 years with excess of 45% EBITDA, PBT and PAT CAGR and 34% revenue CAGR
Superior return ratios
RoE and RoCE in excess of 32%
Industry leading RoE and RoCE
To repay 90cr debt from IPO proceeds
To improve NPM by 1.5-1.8% immediately
70cr capex from IPO proceeds
To add 200-220cr incremental revenues
Should be operational by Q4FY25
Current utilisation at 70%
Industry growth at 20%
Kross clocking 40% rev CAGR and 50% EBITDA CAGR for last 3 years
Targets to do 950-1000cr revenue by end of FY26 with superior margins
Historical numbers:
Rev:
FY21 184cr
FY22 297cr
FY23 489cr
FY24 620cr
EBITDA:
FY21 19cr at 10% OPM
FY22 30cr at 10% OPM
FY23 58cr at 12% OPM
FY24 81cr at 13% OPM
Targets to take OPM to 15-16% in next 2 years
PBT:
FY21 6cr
FY22 16cr
FY23 42cr
FY24 61cr
One stock to track and see how they execute going forward
Seems to be a very capable and efficient management
Q1FY25 numbers tomorrow
Credit Shreenidhi p via x
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⚡️India's Data Center Market is projected to grow from US$ 6.9 billion in 2023 to US$ 13.96 billion by 2029, at a 12.47% CAGR.
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Piramal Pharma Says Want To Reduce Debt/EBITDA To 1x Or Less Than 1x
Want To Increase EBITDA Το 25% By 2030
Want To Focus On Innovative Work In The Contract Manufacturing Biz
Want To Be A $2 Bn Co By 2030
Guiding For Mid-Teen Growth, Improvement In EBITDA For FY25
Continuing Focus On Operational Excellence -CNBCTV18
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While prices are currently subdued, JK Cement is optimistic about a rebound in the second half of FY25.
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The company is on track to reach a capacity of 50 million tons, achieved mostly through organic growth.
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JK Cement plans to reduce costs by ₹150/ton, boosting profitability.
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