FY24 Result released by the company
https://nsearchives.nseindia.com/corporate/KSSLQUICKRESULTS27052024_27052024210315.pdf
Revenue up by 45%
PAT up by 42%
PAT Margin is 12.6%
FY24 Result released by the company
https://nsearchives.nseindia.com/corporate/KSSLQUICKRESULTS27052024_27052024210315.pdf
Revenue up by 45%
PAT up by 42%
PAT Margin is 12.6%
As per the result on sales of 20cr pat of 2.19 cr is possible as they have clocked margin around 12.3 % and as the company is in loss from more than 6 quarter hence tax rate is zero for them.
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Evergraph has exited completely. KA Joseph has increased his holding to 21.55%
The company is a potential candidate for rerating.
Wanted to put some more thoughts on why picked REC.
Power and Infra is going to be the extremely important over next 5 years.
India is estimated to spend at least 7 lakh crores across on power-renewable+thermal+nuclear and distribution.
So REC wants to grow loan book from $62 billion to $ 130 Billion in 6 years. that puts it at CAGR of roughly 14-15%.
Using green bonds and overseas borrowings to reduce cost of funds. Improvement in NIM and final spread.
So it will be story of scale. Non POwer Infra loans will get better pricing and NIM’s.
The cake has been eaten in the last one year since price has tripled. However i beleive there is room here for a solid 10-15% + dividends type of growth.
At portfolio level this year I have pursued and now Continuing to keep a barbell type of PF with highly risky investments in Wockpharma and HCC and a more solid companies in Tata consumer and REC/GAIL.
Will keep adding this year based on SIP.
I will be happy if I can pencil in 15% CAGR at pf level over next few years considering the good returns last few years.
Got it.
Most of borrowings are hedged. So lower cost of funds will have almost no impact on NIM in future.
For a sale of about 20 crore, PAT of 2.19 lakh is difficult to digest. Do agree if it was newly blossoming unit. Big no for a unit of 18 years old and consolidating.
Jyothy Labs -
Q4 results and concall highlights -
Q4 outcomes -
Revenues - 660 vs 617 cr, up 7 pc ( volume growth @ 7 pc )
Gross Margins @ 49.5 vs 45.7 pc
EBITDA - 108 vs 91 cr, up 19 pc ( margins @ 16 vs 15 pc )
PAT - 78 vs 59 cr, up 31 pc
Advertisement and Promotional spends @ 60 vs 46 cr ( at 9 pc of sales vs 7.5 pc of sales )
FY 24 outcomes -
Revenues - 2757 vs 2486 cr, up 11 pc ( volume growth @ 9 pc )
Gross Margins @ 49 vs 42 pc
EBITDA - 480 vs 316 cr, up 52 pc ( margins @ 17 vs 13 pc )
PAT - 369 vs 240 cr, up 54 pc
Advertisement and promotion spends @ 228 vs 174 cr, up 30 pc ( at 8.3 vs 7 pc of sales YoY )
Cash on balance sheet @ 618 cr
Breakup of revenues, full yr growth -
Fabric care ( main wash ) - 34 pc, grew by 12 pc
Fabric care ( post wash ) - 9 pc
Household Insecticides - 11 pc, sales were flat in FY 24
Personal Care - 9 pc, up 21 pc
Dishwashing - 33 pc, grew by 8 pc
Others - 4 pc
Brands … Mkt share
Exo … 14 pc
Pril … 13 pc
Ujala Detergent … 23 pc ( in Kerala )
Ujala Whitener … 84 pc
Maxo … 8 pc in Liquids, 23 pc in Coils
Other Promising brands - Henko, Ujala - Crisp and Shine, Margo, Mr White, More Light
Expanded direct distribution reach to 12 lakh outlets vs 11 lakh outlets in the previous year. Will continue to expand direct distribution by 8-10 pc / yr for the foreseeable future
New launches in FY 24 included - Henko Liquids, Ujala Liquid detergent, Margo Neem Naturals (launched 3 new Margo variants this yr)
Seeing gradual pickup in the rural markets - augurs well for next FY
Both - Ujala and Henko liquid detergents are doing well - in South of India Mkts and Modern trade
Company has lined up a few new product launches. Did not disclose their names / categories
Aiming for 16-17 pc EBITDA margins for full FY 25 after spending aggressively behind existing brands ( specially the liquid household insecticides ) and new launches
Company’s percentage of revenues from South of India @ 38-39 pc
Disc : Holding, Biased, Not SEBI registered
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