Top Tweets for #PALUCK

12 days ago

#SME #Paluck #PaluckTechnologies #PaluckTechnologiesLimited Paluck Technologies H1 FY27 Concall Highlights: 👉H1 FY27 & Future Outlook : ▫️H1 FY27 results: revenue from operations ₹51.04 Cr (+33.6% YoY), PAT ₹5.09 Cr (+41.7% YoY) 💠Total revenue ₹51.21 Cr vs ₹38.24 Cr in H1 FY26 💠EBITDA margin 17.0% vs 22.6% in H1 FY26; PAT margin 9.9% vs 9.4% 💠Adjusted EPS ₹2.44 vs ₹1.72 in H1 FY26 ▫️Lower H1 EBITDA margin: higher recurrence of certain expenses in H1; full-year margin expected to be unchanged ▫️Seasonality: H1 is ~40% of annual revenue and H2 ~60% 💠PAT is ~1/3 in H1 and ~2/3 in H2 💠FY26: H1 PAT ~₹3 Cr, H2 PAT ~₹10 Cr ▫️FY27 guidance: ~25% organic growth in revenue and PAT 💠Revenue ₹130–140 Cr, PAT ₹17–18 Cr 💠H2 FY27: revenue ~₹85–90 Cr, PAT ~₹12–13 Cr 💠Management called the guidance very conservative ▫️FY28 outlook: growth higher than FY27 as IPO proceeds are fully utilised 💠Growth to touch ~40% from FY28 💠FY28 revenue ballpark ₹190–200 Cr 💠5-year target of ~4x growth, subject to capital ▫️IPO proceeds: IPO in September 2026; no IPO funds used in H1 💠Utilisation to start in H2 FY27, major impact in FY28 💠Funds go to construction-equipment capex 👉Order book / projects and pipeline: ▫️Order visibility: ~₹50 Cr of recurring orders expected within 2–3 months 💠80–90% of business is recurring 💠Customer retention >90%, relationships of 10+ years 💠~7–8% inflation escalation in contracts ▫️Telecom engineering and automobile services (51% of FY26 revenue, ₹56.66 Cr): 💠O&M across 60,000+ telecom nodes in 14+ states 💠Clients: Ericsson, Nokia, ZTE, Huawei, Airtel, Vodafone, Vodafone Idea, Reliance 💠Contract tenure 4–5 years 💠H1 FY27: revenue ₹27.15 Cr (+38% YoY), PAT ₹2.03 Cr (+42% YoY) 💠Margin ~20% ▫️Construction equipment rental (49% of FY26 revenue, ₹54.44 Cr): 💠Rental since 2018 with 192 machines (92 transit mixers, 13 concrete pumps, 23 trucks) 💠Clients: Tata Projects, L&T, Megha, HCC, Shivalaya, NKC, Patel 💠Contract tenure 3–5 years 💠H1 FY27: revenue ₹24.05 Cr (+29% YoY), PAT ₹3.05 Cr (+41% YoY) 💠Margin ~35% 💠Fleet expansion to be funded from IPO proceeds, with utilisation from H2 FY27 ▫️Marquee projects served: Noida International Airport, Parliament, Bharat Mandapam, Yashobhoomi, Delhi Airport T2, RVNL tunnel project (with L&T), Neemuch, Srinagar (Patel/HCC), highways with NKC/Shivalaya, Vikram Solar (MP) ▫️Geography: South ~55%, North ~45% of business 👉Q&A : ▫️Operating cash flow and working capital: 💠Working capital absorbed ~₹10 Cr in H1 💠Inventory built up in H1, with telecom spares stocked at every location 💠Operating cash flow expected to stay negative in H2 as well 💠Inventory days to come down next year ▫️Receivables: ₹29.34 Cr at Sep 2026 vs ₹16.46 Cr at Sep 2025 💠Ageing 90–120 days, driven by one-off delays 💠Receivable days to come down in H2 💠Telecom is working-capital heavy; equipment rental is capex heavy 👉 Others : ▫️Balance sheet (Sep 30, 2026): 💠Net worth ₹79.62 Cr vs ₹35.23 Cr a year ago 💠Total debt ₹9.66 Cr (-41% YoY); D/E 0.12x vs 0.46x 💠Cash ₹13.19 Cr vs ₹0.97 Cr; net cash ₹3.53 Cr vs net debt ₹15.31 Cr 💠Current ratio 6.2x 💠Inventory ₹33.70 Cr vs ₹29.40 Cr ▫️Finance cost down 87% YoY; interest cover 24.8x vs 3.2x ▫️Debt reduction: ~₹50 Cr cut to ~₹4.5–5 Cr over 3–4 years; promoter targets zero debt ▫️FY26: revenue ₹111.09 Cr, EBITDA ₹25.10 Cr (22.59% margin), PAT ₹14.06 Cr, ROE 30.55% ▫️Business profile: incorporated 2010; 20,000+ customers served; blended margin ~23–25%; promoter-led

Nilesh Kurhade

@nileshkurhade

13 days ago

📌 Paluck Technologies Ltd informed the exchange about its approval for the financial results for the period ended September 30, 2026. #SME #PALUCK 📄🧾

nileshkurhade's tweet photo. 📌 Paluck Technologies Ltd informed the exchange about its approval for the financial results for the period ended September 30, 2026. #SME #PALUCK 📄🧾 https://t.co/kUEwwJ3IA3

Jakera Choudhury

@JakeraChoudhury

2 months ago

#Paluck (SME) is in discount

CA Sai Varun

@SaiVaru48492050

3 months ago

SME IPO GMP. Kwick Forensic Solutions IPO Price:90 GMP:70 (78%) Paluck Technologies IPO Price:48 GMP:25(52%) Disclaimer it's just an indicator. #Kwick #Paluck #SME

Chintan Parikh

@ChintanParikh10

3 months ago

#Paluck #SMEIPO #DYOR The below thread is for education purposes. this is not a apply or avoid guidance. please consult your financial advisor. Biz: Diversified engineering-services and equipment rental group (B2B and B2C) started in 2010 and grew to service 20K customers with 190+ owned fleet Main products/services: Telecom Engineering: Network build, upgrade, and O&M for OEMs Construction Equipment & RMC Rental: Concrete transportation, plant setup, and infra-equipment rental. Automobile & Power Services: Authorized service centers and dealerships for DG sets, commercial vehicles, and two-wheelers etc 1/n

ChintanParikh10's tweet photo. #Paluck #SMEIPO
#DYOR The below thread is for education purposes. this is not a apply or avoid guidance. please consult your financial advisor.

Biz:
Diversified engineering-services and equipment rental group (B2B and B2C) started in 2010 and grew to service 20K customers with 190+ owned fleet

Main products/services:
Telecom Engineering: Network build, upgrade, and O&M for OEMs

Construction Equipment & RMC Rental: Concrete transportation, plant setup, and infra-equipment rental.

Automobile & Power Services: Authorized service centers and dealerships for DG sets, commercial vehicles, and two-wheelers etc

1/n

Ashish Garg @Ashishkafunda

3 months ago

PALUCK Technologies Limited ( SME IPO ) Anchor List Out.... #Paluck #smeipo #Ipoalert

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