Investing Simplified @InCrux7 - Twitter Profile

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about 1 year ago

Understand the balance sheet, P & L, and cash flow statements like a business man and not like an analyst. There’s a difference An analyst sees numbers and ratios. Business man sees direction, decisions and strategy.

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Investing Simplified

@InCrux7

2 days ago

EFC (I) Q4 FY26 result: Revenue Growth Achieved 292.88 crores in Q4 (YoY 39%). EBITDA Profitability Reached an EBITDA of 143.57 Crores, growing 32% (YoY). Net Profit (PAT) Recorded a Net Profit of 68.86 Crores, a 45% jump with a healthy 23.5% margin. Seat Capacity Expanded the total workspace capacity to 63,199 billed seats across 25 cities. Future Management Guidance Capacity Expansion Plan to add 18,000 to 20,000 revenue-generating seats out of a total 25,000 new capacity target. Design & Build Growth Aiming for a 40% growth rate. Furniture Vertical Growth Targeting over 50% growth by capitalizing on "Make in India" and import substitution policies. Stable Margins Confident in maintaining overall central EBITDA margins at 30% or higher. Rising Rent Prices Expect the average rent per seat to climb steadily above the current 7,250 to 7,500 range. Capital Expenditure (CAPEX) No heavy spending or new land purchases are planned; growth will be driven by existing infrastructure. Working Capital Focus Prioritizing efficient working capital management to sustain the aggressive growth in the Design and Furniture segments.

InCrux7's tweet photo. EFC (I) Q4 FY26 result:

Revenue Growth Achieved 292.88 crores in Q4 (YoY 39%).

EBITDA Profitability Reached an EBITDA of 143.57 Crores, growing 32% (YoY).

Net Profit (PAT) Recorded a Net Profit of 68.86 Crores, a 45% jump with a healthy 23.5% margin.

Seat Capacity Expanded the total workspace capacity to 63,199 billed seats across 25 cities.

Future Management Guidance
Capacity Expansion Plan to add 18,000 to 20,000 revenue-generating seats out of a total 25,000 new capacity target.

Design & Build Growth Aiming for a 40% growth rate.

Furniture Vertical Growth Targeting over 50% growth by capitalizing on "Make in India" and import substitution policies.

Stable Margins Confident in maintaining overall central EBITDA margins at 30% or higher.

Rising Rent Prices Expect the average rent per seat to climb steadily above the current 7,250 to 7,500 range.

Capital Expenditure (CAPEX) No heavy spending or new land purchases are planned; growth will be driven by existing infrastructure.

Working Capital Focus Prioritizing efficient working capital management to sustain the aggressive growth in the Design and Furniture segments.

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Investing Simplified

@InCrux7

3 days ago

V2 retail Q4 FY26 result Q4 FY26 Result Highlights Revenue Growth reached 797 crores, marking a massive 60% year-on-year increase. Profit After Tax (PAT) surged by 172% year-on-year to hit a record ₹17.5 crores. EBITDA Performance stood at 109.1 crores with margins improving to 13.7%. Sales Volume achieved a robust 53% year-on-year growth in absolute volume. Store Additions opened 33 new stores, ending the quarter with a total of 325 stores. Same Store Sales Growth (SSSG) recorded a steady 7.74% growth across mature, existing stores. Transaction Metrics: Average Bill Value rose to Rs. 925, and Average Selling Price reached Rs. 321. Full Price Sales: Maintained a highly profitable 89% contribution without relying on heavy discounting. Future Management Guidance Revenue Target: Projected to grow total revenue by at least 50% annually over the next two years. Store Expansion: Plans to open 170 to 200 new stores this year, aiming for 2,500 stores long-term. Same Store Sales Growth (SSSG): Expected to consistently maintain a steady growth rate of 8% to 10%. Gross Margins will maintain at 28% to 30%, passing any 3% to 4% raw material cost hikes directly to customers. EBITDA Margins expected to remain stable at current levels due to the costs of aggressive new store additions. Sales Efficiency Target: Aiming to reach a company-level sales target of 1,200 per square foot. Inventory Management: Plans to normalize inventory at 90 to 100 days. Business Focus: Completely transitioned away from in-house manufacturing to focus strictly on scaling the retail business. Marketing Spend will keep marketing budgets highly efficient at less than 0.5% of revenue.

InCrux7's tweet photo. V2 retail Q4 FY26 result

Q4 FY26 Result Highlights
Revenue Growth reached 797 crores, marking a massive 60% year-on-year increase.

Profit After Tax (PAT) surged by 172% year-on-year to hit a record ₹17.5 crores.

EBITDA Performance stood at 109.1 crores with margins improving to 13.7%.

Sales Volume achieved a robust 53% year-on-year growth in absolute volume.

Store Additions opened 33 new stores, ending the quarter with a total of 325 stores.

Same Store Sales Growth (SSSG) recorded a steady 7.74% growth across mature, existing stores.

Transaction Metrics: Average Bill Value rose to Rs. 925, and Average Selling Price reached Rs. 321.

Full Price Sales: Maintained a highly profitable 89% contribution without relying on heavy discounting.

Future Management Guidance
Revenue Target: Projected to grow total revenue by at least 50% annually over the next two years.

Store Expansion: Plans to open 170 to 200 new stores this year, aiming for 2,500 stores long-term.

Same Store Sales Growth (SSSG): Expected to consistently maintain a steady growth rate of 8% to 10%.

Gross Margins will maintain at 28% to 30%, passing any 3% to 4% raw material cost hikes directly to customers.

EBITDA Margins expected to remain stable at current levels due to the costs of aggressive new store additions.

Sales Efficiency Target: Aiming to reach a company-level sales target of 1,200 per square foot.

Inventory Management: Plans to normalize inventory at 90 to 100 days.

Business Focus: Completely transitioned away from in-house manufacturing to focus strictly on scaling the retail business.

Marketing Spend will keep marketing budgets highly efficient at less than 0.5% of revenue.

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@InCrux7

3 days ago

Jeena sikho lifecare Q4 FY26 Current Q4 FY26 Results: Revenue Growth Q4 revenue grew 55% to 215.5 crores, pushing total yearly revenue to 801 crores. Profit Increase Q4 net profit surged 79% to 45.35 crores, bringing the total yearly net profit to 222 crores. One-Time Q4 Expenses Profits temporarily dipped this quarter due to a 19-21 crore one-time cost for staff bonuses, new auditor lease adjustments, and extra depreciation. Current Bed Capacity Currently operating 2,300 beds across 61 hospitals and 58 clinics after recently adding 561 new beds. Temporary Patient Delay Around 250 advance patient bookings were delayed to the next quarter due to public panic from the Iran-US war. New Accounting Rule Revenue from advance patient bookings is now delayed until final billing due to strict new guidelines from the new GT auditors. Future Guidance: Massive Revenue Target Aiming to hit 3,000 crores in total revenue, split equally between products and services, within the next 3 to 5 years. Huge Profit Goal Planning to grow net profit by 4-5 times over the next 3 to 5 years, starting with a minimum 300 crore target for next year. Aggressive Bed Expansion Expanding to 2,800-3,000 beds in the next 3-4 months and targeting 7,000 to 10,000 beds in 3 to 5 years. Higher Bed Earnings Expecting daily revenue per bed to double to 8,800-9,400 soon due to new private insurance and government Ayushman Bharat schemes. New Premium Resorts Opening an ultra-luxury 42-acre wellness resort in Manali and a 4-star center in Panchkula to strictly separate preventive wellness from disease care. New Treatment Launches Launching new Ayurvedic medicine kits and hospital packages specifically for pregnancy planning, child health, and sexual wellness in June and July. International Expansion Started expanding operations into the UAE market to capture the growing global demand for Ayurvedic care.

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@InCrux7

3 days ago

@EPortmanager Very true. I have also thought of this as one of the risk.

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@InCrux7

4 days ago

Jeena sikho life care Yesterday there were around 5 lakhs seller at lower circuit of Rs. 492. All were fearful. No body was greedy to buy at Rs. 492 Today there are more than 6 lakhs buyer at Rs. 540. All are greedy today to buy at high price and nobody is fearful. It’s easier said than done : Be fearful when others are greedy and Be greedy when others are fearful. Hardly anyone follows !!!

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Investing Simplified

@InCrux7

3 days ago

@EPortmanager If business is good then why to worry what speculators are thinking and where the stock will move in short term. All that matters is whether business is good or bad !!!

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