Top Tweets for #Repono
@rajuidesai Thanks sir for input.nano cap company is able to tie up with world's best warehousing company and value so less.hope it will be valued right.#repono
#Repono Limited
Key Standalone Financial Highlights – H2 FY26
* Total Income stood at ₹35.73 Cr, registering YoY growth of 22.08%
* EBITDA reported at ₹5.67 Cr, up 31.96% YoY
* EBITDA Margin stood at 15.87%, up 119 bps YoY
* Net Profit stood at ₹3.53 Cr, reflecting YoY growth of 42.90%
* Net Profit Margin stood at 9.88%, up 144 bps YoY
* EPS of ₹3.21, down by 2.73% YoY
#FinancialResults
#SME #Repono
Repono H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Projecting total revenue to reach ~66 Cr+ with potential to exceed
💠H2 has typically contributed 60-65% of annual revenue based on past trends
▫️Margins are expected to improve in H2 due to reduced one-time costs (market entry, travels, and engagements)
💠Buying equipment (forklifts and MHEs) instead of leasing and adding racking systems to warehouses, will further support this
💠Focus remains on bottom-line enhancement through asset-light approaches and selective bids
👉Order book / projects and pipeline:
▫️Current order book : ~240cr+ (execution timeline of 2-3 years)
💠Approximately ₹60-70 Cr is expected to be executed in the next 12 months
💠Contracts are typically 3-5 years, throughput-based (e.g., per KL or ton for petrol, diesel, polymers), with minimum guarantees of 80-95% to protect margins even during downtime
▫️Recent additions include upstream oil recovery at Oil India's Assam site, lube oil handling at IOCL Chennai, and detailed engineering for a warehousing industrial park
▫️Expansion in existing states (Gujarat, Karnataka, Maharashtra) and new ones (Odisha at Paradip for a major client; Haryana for cement via Adani discussions)
▫️New verticals: Cement (proposals submitted to Adani for outsourcing crushing, packaging, and logistics at 3 sites); potential in fertilizers (no significant moves yet)
▫️Pipeline:
💠 Renamed subsidiary, Repono Terminals Pvt Ltd (100% owned), is positioned for a upcoming oil terminal project (details undisclosed, but expected to close in 1-1.5 months; could require asset investment)
💠Other than that; currently bids on 3-4 projects monthly, with ~10 bids (worth ₹30-40 Cr) under evaluation; ~15-20% strike rate due to L1 bidding
💠International: Forming an entity in Saudi Arabia (Repono as majority shareholder) for O&M services; 2 rounds of client discussions completed, with at least one business expected by Mar'26 (working capital-focused, no major capex)
💠Ports/Geo-Specific: Leveraging clients for sites like Mundra (expanding warehousing), Bhiwandi, JNPT, Kerala, and regions for ammonia handling
👉 Others :
▫️Financials: H1 non-current assets rose by ~₹13 Cr due to equipment advances (contributing to negative CFO)
💠Employee costs up 10% from annual increments (now 30-40% of revenue)
💠Cost reduction: Asset purchases over leases, racking for throughput optimization
💠No dividends or acquisitions emphasized; focus on reinvestment for growth (debt/equity for large projects if needed)
💠Debt not mentioned as a priority
▫️Business Model and Operations: Provides 360-degree warehousing, liquid terminaling, O&M, consultancy, engineering, and value-added services for oil, gas, petrochemicals, and chemicals
💠Manages assets (e.g., crude oil, ethanol, polymers like PP/HDPE/PVC, specialty chemicals like phenol/acetone, carbon black)
💠Onsite vs. offsite: Offsite (e.g., Mundra, Bhiwandi) generally yields better margins, though onsite can be higher for hazardous products like carbon black; plans to expand offsite capacity
💠Revenue split: ~50% PSU (e.g., ONGC, IOCL, HPCL) and ~50% private (e.g., Deepak Phenolics, Epsilon, HPCL Mittal)
💠Client concentration; top 5-7 account for majority, but diversification efforts target smaller offsite players and new products/geos
💠Share of clients' logistics/O&M spend is small (e.g., 1% for IOCL), with significant headroom as PSUs outsource more
▫️Strategic and Risks: Asset-light approach; 5-7% excess manpower for quick mobilization
💠Brand visibility: Only in 7 years, competing with giants via reliability and ethics (no contract short-closures or safety issues)
💠Pricing constraints: L1 competitive bidding limits flexibility, but specialization in hazardous/safety-critical areas reduces competition
💠No proprietary tech mentioned beyond integrated O&M solutions
💠Risks: Low strike rate on bids due to aggressive pricing by competitors; dependency on client expansions
Repono Ltd acquires shares in Storeflex Pvt Ltd
#Repono #SharesAcquisition #Storeflex
https://t.co/k0gAyE7gXC
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Tinny SME company
Repono Ltd. (newly listed)
#Repono
Can’t say much but looks good
Keep on your redar
👉Planning to increase warehouse capacity by 10X
👉Strong ROE numbers
👉Working with strong OMCs (BP,HP, IOCL)
👉Working with German Oil company
I will add more going forward
Deep diving in its DRHP
👇 thread 🧵
#SMEStocks #NSESME #BSESME #MicrocapStocks #SmallCapIndia
#ESMFramework #SurveillanceStocks #VolatilityControl #SmartInvesting
*Today's & Aug 4th bulk /block deals*
#YatharthHospital #PSPProjects #KeralaAyurveda #MonarchSurveyors #PatelChem #SadhanaNitrochem #AEIM #ANIIntegrated #RemediumLifecare #PadamCotton #Repono #UmiyaMobile #UnisonMetals #ValiantLab #SwastikaCastal #GACMTech #MCONRasayan
#ReponoLimited
Repono Limited reports over ₹10 Cr in new contract wins post-listing, including O&M services for Oil India’s Enhanced Oil Recovery (EOR) facility and material handling operations at the MRPL Refinery in Mangalore.
#Repono #OilAndGas #ContractUpdate
TOP ANNOUNCEMENTS FOR THE DAY!
#AstraMicrowave #TeaxmacoRail #Krystal
#Vitroninfomatics #Repono #GTVengineering
Repono Ltd
Repono Ltd wins strategic contracts worth ₹10+ Cr, including operations at MRPL Refinery (₹4.92 Cr) & Oil India's EOR facility (₹5.2 Cr). Current total order book over 10 Cr
MCap: 93.99 Cr. CMP: 91.44
#REPONO #Breaking #FlashStox #StockMarket
#Repono accident.
Opens at Rs 90 against Rs 96. 6.5% discount!
Had not applied :)
In #IPOoftheDay series, Repono Limited SME closing today
Not applying because all money blocked + entry valuation seems priced in for logistics but the company has niche capabilities. Needs to be studied in detail
Discussed in detail on our space here:
https://t.co/7xM5JGFrK7
Repono Ltd IPO: 60.55x oversubscribed with a total procurement of ₹1,55.04 Cr
#repono #ipo #SEBIvsSCAM #BSE
#Repono Limited ( BSE SME IPO ) is closing today ( 30 - 07 - 25 )
Final View -
The company operates in the oil sector. Its PAT ( Profit After Tax ) for FY25 is ₹5 crore, and it has borrowings of ₹6 crore. One can consider applying in this IPO with a 5 – 10% risk, targeting a 10% listing gain. However, those who prefer safe bets may choose to avoid this IPO.
I am Not Sebi Registered ...Views are Personal . DYDD
#repono #Smeipo
Incidentally who would spend Rs.1Crore for Warehouse Management Software, in this age? Since these people are planning conventional warehouses for industrial use (not ecom use), they can very well deploy "TALLYPrime Inventory" for few thousand per month! Or Zoho? Something is wrong with this IPO! #REPONO
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