Shreenidhi P
@nid_rockz
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Research Head at PINC Wealth Management CFA Level 3 candidate, MBA Finance from Great Lakes Institute of Management, Passionate about equity research
Mangalore, India
Joined October 2010
Viviana Power #VivianaPower
#Viviana Good Q3FY25 with good uptick in revenue, EBITDA PBT and PAT Q3FY25: Rev at 36cr⏫256% EBITDA at 6.2cr⏫231% PAT at 3.7cr⏫253% 9MFY25: Rev at 84cr⏫241% EBITDA at 14cr⏫262% PAT at 8.2cr⏫322% Expects growth momentum to sustain and continue into Q4FY25 Orderbook is healthy Q4 is always the heaviest quarter in terms of execution 236cr worth of projects under implementation 450cr new project bidding 9-11% PAT margins
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Selan Explorations Technologies #Selan
#SelanExploration Good Q3FY25 with good uptick in YoY rev, EBITDA, PBT and PAT 3 good quarters in a row in FY25 Rev at 64cr vs 44cr EBITDA at 22cr vs 7cr OPM at 34% vs 17% Zero debt PBT at 24cr vs 9cr PAT at 18cr vs 6cr QoQ numbers are down mainly due to 7% QoQ decline in global oil and gas prices Q3FY25 sales at 1244 boepd New.phase of development in Karjisan and Bakrol fields Karjisan: Plans to drill 2 wells in Q1FY26 All relevant statutory approvals are in place Bakrol Field Development: New field development plan submitted Plans to drill 10 new wells EC expected before Q4FY25 Expects drilling to commence by Mid FY26 New development: Duarmara field development: EC and forest clearance in place Drilling to commence by March 2025 Cambay field development: First well to be drilled in Q2FY26 subject to drill availability
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@hardeep99235218 Some front loaded costs for business expansion They are scaling up well Valns are rich
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Balu Forge #BaluForge Good Q3FY25 with highest ever revenue, EBITDA, PBT and PAT in comps history 👏 Rev at 256cr⏫74% EBITDA at 68cr vs 33cr⏫108% OPM at 26.47% vs 22.24% PAT at 59cr vs 25cr⏫134% New greenfield commisioning in full swing Integration of 7 axis CNC machining technology FY25 guidance: 55-60% revenue growth over FY24 OPM to be in the range of 25-27% 30-32% OPM for FY26 once the new plant starts contributing
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