Phantom Awesome Results
PHANTOMFX_10112023140711_PDELQ2BMOutcome2023F.PDF (2.5 MB)
Over 20% growth Q-o-Q
Posts in category Value Pickr
Phantom Digital Effects Limited (10-11-2023)
Mrs Bectors Food Specialities: Can it beat the industry? (10-11-2023)
Mrs Bector foods Q2FY24 numbers-
Revenue +10.8% QoQ/ 19.3% YoY
EBITDA +11.6% QoQ/ 45.5% YoY
EBITDA margins 15.6% vs 15.5% QoQ & 15.6% vs 12.8% YoY.
PAT +7% QoQ/ +70% YoY.
Segment growth-
Biscuits +25% YoY stands at 259cr
Bakery +12% YoY stands at 140cr
HBL POWER SYSTEMS: Booting-up for the Race of the Century (10-11-2023)
MOA amended to include production of night vision devices, thermal imaging products etc.
Tonbo Imaging – where HBL is already invested – could production of some of Tonbo’s products be done from HBL going forward?
Thanks,
Souvik
Disc: Invested
DHP India Ltd – Regulators and Fittings (10-11-2023)
This is nothing but a jugglery made to boost profits & equity by selling old investments and re-investing more than realized cash to same asset class. Operating results otherwise are pathetic where the core business seems to have saturated with consecutively poor sales and profits.
DHP India Ltd – Regulators and Fittings (10-11-2023)
Probably increase in Mutual Fund investments.
Steel Strips Wheels Limited – Attractive Valuations (10-11-2023)
Thanks for sharing Tarun.
One additional detail which was conveyed by the management during the concall was that the effective tax rate of the company will come down from current 33℅ odd to 25℅ in FY25. This is expected to have a positive impact on the EPS from FY25 onwards.
To put it in nos -Q2FY24 EPS would have translated to Rs. 3.80 from current Rs. 3.34 due to such reduction in tax rate – resulting into an EPS growth of 13℅
Thanks,
Souvik
Disc: Invested
Shankara Build Pro – Building Materials Organised Retail (10-11-2023)
Another decent quarter. Recently, company has received the balance payment towards warrant conversion by APL Apollo, further strengthening the partnership for future growth. This equity infusion will be allocated towards debt reduction and operational requirements, bolstering the company’s financial stability
MTAR Technologies – A wager on innovation meeting economies of scale (10-11-2023)
I have exited the stock as of yesterday. I’m not comfortable with holding a 65+ PE stock with a 15% growth in top-line! Will keep it in my watch-list though and add it if things seem better.
E2E Networks Ltd – Listed small Cloud computing player (10-11-2023)
another good quarter
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (10-11-2023)
Good Quarterly Result from BCL Industries.
Note – Invested and may be biased