REPCO HOME Q3 HIGHLIGHTS.
Operating profits at Rs144.3 cr, up 5.5%QOQ
Provisions at Rs0.3 cr vs write back of Rs16cr QOQ
GNPA at Rs545.8 cr vs Rs552.4 crQOQ
NNPA at Rs208.6 cr vs Rs217 crQOQ
GNPA ratio at 3.86% vs 3.96% QOQ
NNPA ratio at 1.5% vs 1.6% QOQ
ROA at 3.1% vs 3.3% QOQ
NIM at 5.5% vs 5.1% QOQ
Disbursals at Rs761.3 cr, down 12.2% QOQ
Sanctions at Rs806.4cr, down 12.95%QOQ
AUM Rs14155.1 cr, up 1.37%QOQ
Ashok LEYLAND Management Says There Have been Some Delays In The Listing Of Hinduja Leyland Finance
Hopeful Of Listing Hinduja Leyland finance In Q1FY26
We Have Currently Orders Of More Than 1,800 Units For Switch Mobility
Confident & Optimistic About Growth Prospect Of Switch India
Money Will Be used For Growth & Also To Pare The Debt
Target Is To Become Positive At EBITDA Level For Switch India In 2-3 Qtrs - CNBCTV18
BHARAT FORGE Q3 HIGHLIGHTS
Q3 FY25 revenue at ₹20,959M declined due to weak EU demand and lower defense sales.
EBITDA margin held at 28.1% on a favorable mix.
PBT (before FX impact) at ₹4,530M, down 11.3% QoQ.
INDIA BIZ ; Automotive: CV demand slowed in 9M FY25 due to a high base and lower capex, but long-term outlook remains strong. PVs saw sharp YoY recovery; focus on partnerships for premium, safer vehicles.
Industrials: Q3 revenue at ₹5,126M, down due to lower defense sales. Despite slower capex, nuclear and space sectors offer long-term growth opportunities.
EXPORT BIZ ; Automotive: Export CV business steady; North America ( NA) stable, but EU and Asia weak. NA outlook improving, while EU remains uncertain. PV exports hit by weak EU recovery but supported by new orders.
Industrials: Growth across all verticals due to diversification. Aerospace set for strong traction in coming years.
Management Says Q3 FY25 revenue at ₹3,476 Cr (-10%), EBITDA at ₹638 Cr (-5%), hit by weak EU demand and defense business timing. Bharat Forge secured ₹830 Cr in new orders. Defense revenue at ₹337 Cr, with a ₹5,706 Cr order book.
On Aerospace: Investing in a machining line and ring mill for jet engine components, operational by FY27. Strong growth expected in 3-4 years.
On JS Auto: Q3 revenue up 20% to ₹166 Cr, EBITDA up 24% to ₹23 Cr. 9M FY25 orders at ₹183 Cr. Targeting ₹1,000 Cr revenue in 2-3 years.
BHARAT FORGE OUTLOOK; Looking ahead into Q4 FY25 & FY26, we expect the consolidated performance to be stable, as pockets of strength emerge from the newer businesses to offset the slowdown in the automotive sector globally.
We will undertake a thorough review of our manufacturing footprint of our overseas business with an endeavor to achieve operational stability in this challenging environment.
GRAPHITE Q3 : Managing Says Net Sales of Rs. 523 Cr (down 24.2%), EBITDA of Rs. 11 Cr, and Net Loss of Rs. 21 Cr due to lower sales. Standalone capacity utilization at 81%.
The company maintains a strong balance sheet with Rs. 3,928 Cr in cash.
Global steel demand diverges, with India seeing growth and China facing declines.
India's steel consumption grew 8% in 2024.
HITECH PIPES Q3 HIGHLIGHTS
Total sales volumes increased by 26% to 1.24 Lakh tonnes as compared to 0.98 Lakh tonnes in Q3FY24, led by increased demand for steel tubes/structural steel products.
EBITDA/ton at Rs.3,238/MT in Q3FY25 vs. Rs.3,205/MT in Q3FY24 is at par
ASHIANA HOUSING Q3 HIGHLIGHTS
Area Booked in Q3FY25 reached Rs 454.16 Crores, up from Rs 173.89 Crores in Q3FY24, though lower than Rs 672.54 Crores in Q2FY25.
The average realization price increased to Rs 6,705, compared to Rs 5,189 in Q3FY24.
EAC was 5.19 lakhs sq. ft., down from 6.01 lakhs sq. ft. in Q2FY25 due to restrictions in Delhi-NCR.
The company maintains its FY25 pre-sales guidance of Rs 2,000 Crores, depending on Ashiana Amarah Phase 5 bookings in Q4FY25.
The Chennai senior living project, 'Ashiana Swarang,' and other launches were completed.
Total revenue rose 135% to Rs 139.93 Crores, with PAT at Rs 10.89 Crores.
Pre-tax operating cash flow stood at Rs 120.42 Crores.
BIRLASOFT Says Expect Q4 To Be Muted As Furloughs Extended Into Month Of Jan - CNBCTV18
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BERGER PAINTS Q3 : Management Says Market conditions remained tough in Q3 with muted urban demand and slowdowns in key markets. Despite this, we achieved high single-digit volume growth and sequential improvements in both volume and value. The industrial segment showed signs of recovery, indicating a demand improvement cycle.
While volume grew, sales value declined due to prior price reductions and a shift to lower-value products. Profitability was impacted by price cuts, currency depreciation, and monomer cost increases. However, we saw strong growth in waterproofing, construction chemicals, and wood coatings, with industrial performance improving. Our net cash position and market share continued to strengthen.
PRINCE PIPE Q3 HIGHLIGHTS
■ Aquel by Prince
The bathware segment continues to steadily expand its footprint with an expanded presence of new showrooms across Goa, two in Jaipur, and Pune in addition to the earlier launched outlets in Hissar and New Delhi
Present across, North, West and South regions of India
Presence across more than 200 retail touchpoints as the product continues to make deep inroads into key tier 2 and tier 3 markets
Continues to build strong engagements across exhibitions and retailer meets conducted across India
■ The integrated manufacturing facility at Begusarai, Bihar is likely to be commissioned in Q4FY25
The plant will go onstream from Q1FY26 which will cater to rising demand in East India, a fast-growing market in the country
DEVYANI INT Q3 ; Management Says DIL surpassed its store expansion target, reaching 2,032 stores in Q3 2024.
The company added 111 net new stores, strengthening its QSR market position.
Revenue rose 53.5% YoY to ₹1,294 crores, with improved margins from SSSG and cost optimizations.
KFC won "Most Admired Retailer of the Year" for market expansion.
SIGNATURE GLOBAL Says Q4 Expected To Be Good, So Guidance Has Been Maintained - CNBCTV18
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HLE GLASCOAT Q3 ; Management Says Demand in the industrial chemical sector remained subdued until Q3 FY25, but the pharmaceutical segment stayed steady. With stabilizing inventory levels, a gradual recovery is expected.
The Filtration, Drying, and Other Equipment segment saw sequential growth, and the Indian Glass-Lined Equipment business is recovering, leading to improved margins. The growing order book boosts confidence in future topline and margin expansion.
Recent acquisitions are broadening our product portfolio, diversifying risks, and supporting sustainable growth. Acquiring a 26% stake in Clean Max Anchorage will optimize energy costs, reduce payback periods, and enhance profitability through sustainability initiatives.
Don't fall into narratives. Do your own due diligence. Sell early.
Management of Pakka (old name Yash Pakka) had forecasted in 2021 a turnover of 1300 Cr and PAT of 240 Cr by 2025.
Revenue and profit are flat since last 3 years, making a PAT of meagre 42 Cr.
Many have Goals in life, few can achieve.
SANSERA ENGINEERING Q3 HIGHLIGHTS
The company's performance this quarter was impacted by:
0.2% YoY decline in Auto ICE, mainly due to PV slowdown, though 2W business saw growth.
9.5% YoY growth in Auto Tech-agnostic & xEV, driven by strong xEV orders.
6.6% YoY decline in Non-Auto, primarily due to weak off-road and aerospace sectors.
Despite these factors, EBITDA margins stood at 17.5%. The Swedish subsidiary is on track for recovery.
Top 5 customers' contribution fell from 48% in 9MFY24 to 47% in 9MFY25.
The company invested Rs. 3,623 Mn in capex and plans to increase green energy usage in plants from 50% to 60% in FY25, with Karnataka’s share rising from 70% to 80%.
Butterfly should start growing double-digit next year onwards, expect 9-10% EBITDA margin going forward
Solar pumps orderbook is seeing strong growth
Kaleeswaran Arunachalam, Crompton to CNBC-TV18
If Q4 turns out as expected, we should end FY25 with more or less flat vs FY24, January is already behind us & we have seen 4-5% growth
Shenu Agarwal, Ashok Leyland to CNBC-TV18
Mr.Nikhil Chopra, CEO & Whole-Time Director of #JBPharma
💊 Will maintain an #EBITDA margin of 26-28% for FY25
💊 Aims to grow the CDMO biz to $100 m in the next 4 years vs $50 mn currently
https://youtu.be/qNzRnKMi1Cc?si=2RLeT1eqBqzl3y48
PFC Q3 : Loan growth continues to remain weak - CNBCTV18
Business Momentum
AUM at Rs503824 cr, up 2.12%QOQ
P&L momentum
NII at Rs4694.2 cr vs Rs4157.75 cr, up 12.9%YOY & vs Rs4408.3 cr, up 6.5%QOQ
Other income at Rs635.3 cr, up 21.5%YOY & down 51.4%QOQ
Opex at Rs175.7 cr, down 34.6%YOY & 54.5%QOQ
Operating profits at Rs5153.8 cr, up 16.8%YOY & down 3.3%QOQ
Provisions at Rs74.5 cr, down 262.6%YOY & vs write back of Rs124.1cr QOQ
BIRLASOFT Says Q4 will be soft but optimistic on prospects for FY26
Margins to head towards 15% in next 4 quarters
Cholamandalam CFO sees short term credit cost rise, but Q4 relief ahead
NPAs set to decline liquidity solid, and cost of funds to ease in Q1 & Q2 - NIMs looking up! 📉
IRCTC Q3 HIGHLIGHTS
Co. Reported all-time high revenue of INR 1225 crores
Internet Ticketing: Revenue of INR 353.72 crores, reflecting a 5.4% year-on-year growth. Margin remained strong at 84.7%.
Catering: Revenue rose to INR 554.81 crores, an increase of 15% quarter-on-quarter and 9% year-on-year. Margin declined to 12.19% due to low margins in the segment.
Tourism: Revenue reached INR 224 crores, marking an 80% quarter-on-quarter increase and a 16% increase year-on-year. This was driven by the operation of luxury trains like Maharaja Express and increasing business in the state tourism segment.
Rail Neer: Revenue of INR 92.3 crores, reflecting a 7% quarter-on-quarter increase and a 16% year-on-year increase.
Co. are exploring opportunities to enhance non-conventional sources of income beyond convenience fees in the internet ticketing segment.
In catering, they are focusing on creating infrastructure and a network of base kitchens to capitalize on the increasing demand for catering services.
In tourism, co. are expanding their luxury train offerings and capitalizing on the growing demand for domestic tourism.
BERGER Q3 ; Management Says Our Poland and Nepal operations performed well, with Nepal seeing a turnaround due to improved conditions.
Domestically, we inaugurated our new corporate office in Kolkata, shaped like a paint can, on Feb 10, 2025, with Dr. Shashi Panja in attendance. This facility reflects our confidence in the industry's growth.
We remain optimistic about demand, supported by favorable budget policies, infrastructure spending, and a good monsoon. The easing of price cuts also bodes well, and we look forward to launching innovative products and services soon.
BLS INT Q3 HIGHLIGHTS
The company's Revenue from Operations expanded by 17.1% YoY to Rs. 512.8 Crores in Q3FY25 from Rs. 437.9 Crores in Q3FY24.
Highest-ever Quarterly Revenue, at Rs. 512.8 Crores, up by 17.1% YoY
Company's EBITDA surged by 78.5% YoY to Rs. 158.1 Crores during the quarter as compared to Rs. 88.6 Crores in Q3FY24.
EBITDA Margin increased to 30.8% in Q3FY25 from 20.2% in Q3FY24. Margin expansion was enhanced by the ongoing transition from partner run to self-managed model and integration of newly acquired businesses.
PAT for the quarter scaled to Rs. 127.9 Crores as compared to Rs. 87.2 Crores reported in Q3FY24, a growth of 46.7% YoY.
Post acquisitions done in FY25, the company's net cash balance stood at Rs. 690 Crores as of 31st December 2024.
KEYSTONE REALTY Q3 HIGHLIGHTS
CO. achieves full-year F24 pre-sales in just 9MFY25
Pre-Sales grew 40% on YoY basis to INR 8.63 bn in Q3FY25
Added 6 projects having GDV of-INR 32.97 brn in YTD FY25
Launched 5 projects with a GDV of-INR 40.57 bn YTD FY25
Pre-Sales INR 8.63 bn (i.e. INR 863 Crores)
Collections - INR 5.42 bn (i.e. INR 542 Crores)
Operating Cash Flows - INR 0.84 bn (i.e. INR 84 Crores)
Nalco says
Price Expectations
Alumina 👉 500$/tn
Aluminum 👉 2570$/tn
Owing to captive coal, savings will be approx Rs.150-200 cr
🎯 Sustainable EBITDA margin will be 25-30%
💸 Cash in books at Rs.4000 cr
PAKKA Q4 PLANS
Broker network being built along with distribution mechanism for moulded fibre products in US
Challenges with product stabilisation and team. Effort to stabilise and launch within quarter.
Team building on. Delays in distribution and sales mechanism.
Structure and alignment being strengthened. Further progress during AOP.
Strong progress on Jagriti and Kawok. Investor roadshow planned for Q1 2025.
SIGNATUREGLOBAL Q3 HIGHLIGHTS
The company achieved significant revenue growth and profitability, with revenue from operations surging 260% YoY to INR 19.8 billion, driven by increased project completions and strong execution.
Achieved best ever pre-sales of INR 86.7 billion in 9MFY25, reflecting 178% YoY growth, with Q3 FY25 pre-sales at INR 27.7 billion.
Collections for 9M FY25 surged 54% YoY to INR 32.1 billion, with Q3 FY25 collections at INR 10.8 billion
Net debt reduced by 36% to INR 7.4 billion from INR 11.6 billion in FY24, strengthening its financial position
Management Says "Our strong 9M FY25 performance, with significant revenue growth and profitability, highlights the success of our strategic initiatives
. Pre-sales of INR 86.7 billion, driven by successful launches, reflect high market demand for quality housing in Delhi NCR.
Improved financial metrics, including better collections and debt reduction, demonstrate our commitment to operational excellence.
Our strategic presence in high-potential areas like Dwarka Expressway, Sohna corridor, and Southern Peripheral Road positions us to capitalize on market opportunities, ensuring continued growth and value creation for stakeholders."
Achieved 87% of the sales guidance for the FY25
Strong tailwinds across the region leading to sustainable growth;
For Q3'FY25, the average sales realization stood at INR 11,124 per sqft, has normalized to our core area of operation-the mid income segment
Ongoing projects are expected to be completed by coming 5-6 Quarters;
Estimated revenue recognition of c. INR 110 bn from ongoing projects';
Estimated collection of c. INR 41 bn from ongoing projects
NYKAA Q3 HIGHLIGHTS
Nykaa Beauty biz Growth
GMV rose 32% YoY to ₹33,899M in Q3FY25, driven by a 30% YoY surge in orders. The customer base expanded to 32M (Beauty) and 40M (One Nykaa).
Nykaa’s offline network grew to 221 stores across 73 cities, adding 47 stores in a year. Retail space expanded 31% YoY to 2.1 lakh sq. ft., with flagship stores boosting AOVs and profitability.
Over 200 new brands launched, including Kerastase, NARS, Tirtir, Axis-Y, and Eucerin, many ranking in the platform’s Top 100.
House of Nykaa Biz Growth
Annualized GMV hit ₹24,000M, tripling in three years. Beauty GMV reached ₹19,000M, with 49% YoY revenue growth.
Dot & Key scaled 15x in three years post-acquisition, now at ₹9,000M GMV and ₹5,100M NSV, achieving strong profitability.
Nykaa Cosmetics named Rasha Thadani as brand ambassador. Kay Beauty, India’s top celebrity beauty brand, marked its 5th anniversary with 4x GMV growth to ₹3,300M and expanded to 221 Nykaa stores and 520+ selective doors.
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