Tamboli Capital: Its a Casting Company!

Result link: 9156523f-81f9-4e48-9f60-1cca193bdf71.pdf (bseindia.com)

key take away : margins dip… flattish numbers

P&L Read:

1. Gross margin down 400 bps qoq 200 yoy
2. Inventory destock helps qoq but still lower yoy
3. PBT: 4.53 vs 4.07 (qoq) but down from 5.37 yoy
4. 6month: 8.6 cr PBT vs 9.27 … so a 7% odd dip

Cash Flow Read:

• Pre wrk Cap CFO is fine…marginal 3-4% dip

• Trade recv moves up by 3cr

• CFO adjusted for Loans & Advances is healthy:
  ||6m2022|6m2021|
  |—|—|—|
  |CFO|1751|2648|
  |Loans & Advances|-389|-1912|
  |Adj CFO|1362|736|

CFI : bought 4.84 cr PPE

B/S PPE goes up by 2 cr odd from 28 cr to 30 cr.

Disc: invested