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SJ Logistics
#SJLog
#SJLogistics
June SHP
Promoter increases stake by almost 2%
At 50.81% vs 49.1%
Warrant conversion done at 576rs
FY23 to FY26:
Rev from 149cr to 654cr
EBITDA from 13cr to 120cr
PBT from 10cr to 97cr
PAT from 9cr to 76cr
FY26 OCF at 21cr
FY26 PAT at 76cr
Mkt cap of 500cr
SJ Logistics
#SJLog
#SJLogistics
Scaling up NVOCC
Very good execution in FY26
Hopefully, FY27 will be equally stronger
We are delighted to welcome AL MOTHANNA as the newest addition to its growing fleet, now successfully berthed at Kandla Port. Here's to stronger connectivity and continued excellence at sea.
#SJLogistics #SJLogisolDubai #ALMothanna #KandlaPort #MaritimeLogistics
SJ Logistics
#SJLog
#SJLogistics
Further 1,15,000 warrants converted into shares by promoter
3rd time in last 5 days post results
SJ Logistics
#SJLog
#SJLogistics
2,45,000 shares converted by promoter at 576rs
H2FY26:
Rev at 371cr⏫31%
EBITDA at 69cr⏫37%
OPM at 18.7% vs 17.9%
PAT at 43cr⏫34%
FY26:
Rev at 654cr⏫30%
EBITDA at 120cr⏫59%
OPM at 18.35% vs 15%
PAT at 76cr⏫44%
Valuations:
FY26 PAT 76cr
OCF at 21cr
Mkt cap 515cr
P/E 6.7x
EV/EBITDA at 5.2x
RoCE 32%
RoE 29%
D/E 0.38x
PEG at 0.06x
Scaling up NVOCC
Growth momentum should continue in FY27 with further scale up pf operations
Healthy orderbook in ODC and Project Cargo
Higher contribution from value added and margin accretive logistics business
International expansion
SJ Logistics
#SJLog
#SJLogistics
2,45,000 shares converted by promoter at 576rs
H2FY26:
Rev at 371cr⏫31%
EBITDA at 69cr⏫37%
OPM at 18.7% vs 17.9%
PAT at 43cr⏫34%
FY26:
Rev at 654cr⏫30%
EBITDA at 120cr⏫59%
OPM at 18.35% vs 15%
PAT at 76cr⏫44%
Valuations:
FY26 PAT 76cr
OCF at 21cr
Mkt cap 515cr
P/E 6.7x
EV/EBITDA at 5.2x
RoCE 32%
RoE 29%
D/E 0.38x
PEG at 0.06x
Scaling up NVOCC
Growth momentum should continue in FY27 with further scale up pf operations
Healthy orderbook in ODC and Project Cargo
Higher contribution from value added and margin accretive logistics business
International expansion
SJ Logistics
#SJLogistics
#SJLog
Continues to deliver with good cash flows
Disciplined execution
Consistent performer with good H2FY26
Good growth vs H1FY26 and H2FY25
Rev at 371cr vs 278cr, H1 at 283cr
PBT at 56cr vs 38cr, H1 at 42cr
PAT at 42cr vs 29cr, H1 at 32cr
FY26 PBT at 97cr vs 68cr
FY27 PAT at 76cr vs 52cr
OCF at 21cr vs -52cr
Sathlokhar Synergies
#Sathlokhar
#SSEGL
Good Q4FY26
Good FY26
Highest ever set with good margin expansion
Rev at 277cr vs 186cr, Q3 at 271cr
EBITDA at 43cr vs 20cr⏫115%
OPM at 15.3% vs 10.6%
PBT at 41cr vs 21cr, Q3 at 39cr
PAT at 30cr vs 18cr, Q3 at 29cr
FY26 Rev at 820cr vs 370cr
FY26 PBT at 110cr vs 49cr
FY26 PAT at 82cr vs 34cr
More than 100% growth across rev, EBITDA, PBT and PAT
OCF at -162cr vs -96cr mainly due to inventory increase
Inventory at 138cr vs 51cr ,most of it should be executed in FY27
Receivables reduce sharply at 77cr vs 118cr
Other current assets spike up to 339cr vs 49cr. This needs clarification in tomorrow's concall
Hi Tech Pipes
#HiTechPipes
Good revenue uptick
Decent EBITDA growth
Higher finance costs and depreciation lead to flat PBT
Rev at 1480cr vs 733cr⏫102% YoY,⏫38% QoQ
EBITDA at 46cr vs 35cr⏫33% YoY,⏫11% QoQ
Finance costs at 16cr vs 7cr
Depreciation at 8cr vs 4cr
OPM down at 3.1% vs 4.7%
PBT flat at 23cr
Vinyas Innovative Technologies
#Vinyas
Good H2FY26 with good growth vs H1FY26 and H2FY25
Rev at 302cr vs 247cr, H1 at 212cr
EBITDA at 37cr vs 24cr, H1 at 21cr
PBT at 30cr vs 17cr, H1 at 13cr
OCF at -21cr vs 14cr
Danlaw Technologies
#Danlaw
Good Q4FY26
Rev at 80cr vs 62cr, Q3 at 62cr
PBT at 13cr vs 9cr, Q3 at 6cr
PAT at 9.5cr vs 6.5cr, Q3 at 4.4cr
OCF at 21cr vs 10cr
Taj GVK Hotels
#TajGVK
Good Q4FY26 with good QoQ and YoY uptick across all parameters
Rev at 159cr vs 125cr, Q3 at 136cr
PBT at 43cr vs 34cr, Q3 at 40cr
OCF at 173cr vs 116cr
#AshokLeyland
Rev at 14075cr vs 11857cr, Q3 at 11478cr
PBT at 1909cr vs 1671cr, Q3 at 1373cr
PAT at 1404cr vs 1245cr, Q3 at 796cr
OCF at 4792cr vs 7819cr
#EmamiPaper
Good Q4FY26 with solid QoQ and YoY uptick across profitability metrics
Rev at 496cr vs 474cr, Q3 at 500cr
Other income at 14cr vs 2cr
PBT at 46cr vs 4cr, Q3 at 29cr
PAT at 32cr vs 4cr, Q3 at 17cr
OCF at 197cr vs 44cr
#UdayJewellery
Solid Q4FY26 with big QoQ and YoY uptick across all parameters
Rev at 226cr vs 106cr, Q3 at 204cr
PBT at 15cr vs 3cr, Q3 at 8cr
PAT at 11cr vs 2cr, Q3 at 6cr
Inventory at 205cr vs 117cr
OCF at -107cr vs -18cr
#CordsCable
Rev at 266cr vs 233cr, Q3 at 236cr
PBT at 11cr vs 6cr, Q3 at 6.5cr
PAT at 8.2cr vs 4.3cr, Q3 at 5cr
OCF at 43cr vs 14cr
#PartyCruisers
Rev at 111cr vs 84cr, H1 at 36cr
PBT at 14cr vs 8.6cr, H1 at 3cr
PAT 10cr vs 6cr, H1 at 2.6cr
#IndNippon
India Nippon Electricals
Rev at 299cr vs 233cr, Q3 at 272cr
PBT at 35cr vs 25cr, Q3 at 33cr
OCF at 40cr vs 50cr
#Technocraft
Rev at 712cr vs 702cr, Q3 at 662cr
Good margin expansion QoQ and YoY
Other income at 14cr vs 29cr
PBT at 105cr vs 92cr, Q3 at 74cr
OCF at 243cr vs 276cr
#LordsChloro
Rev at 98cr vs 80cr, Q3 at 94cr
PBT at 6.2cr vs 3.6cr, Q3 at 4.1cr
OCF at 27cr vs 9cr
#ShivamChemicals
Rev at 152cr vs 130cr, H1 at 132cr
PBT at 5.2cr vs 2.1cr, H1 at 2.5cr
PAT at 4.2cr vs 1.5cr, H1 at 2cr
OCF at -6cr vs -14cr
#ThemisMed
Rev at 77cr vs 71cr, Q3 net 90cr
PBT at 9cr vs loss, Q3 at 10cr
9cr includes 7cr from associates/JV
OCF at -3cr vs 35cr
#BLKashyap
Rev at 364cr vs 294cr, Q3 at 324cr
Other income at 16cr vs 4cr
PBT at 27cr vs loss, Q3 at 16cr
OCF at 109cr vs 87cr
#SourceNaturalFoods
Rev at 23cr vs 18cr, Q3 at 22cr
PBT at 2cr vs 0.8cr, Q3 at 1.1cr
OCF at -2.4cr
#Balurghat
Rev at 32cr vs 26cr, Q3 at 28cr
PBT at 4.8cr vs 0.8cr, Q3 at loss
OCF at -4cr vs -8cr
Decent:
#Alkem-EBITDA below ests
#Hawkins-Rwv⏫18%, PBT ⏫14%
#HMVL
#KCP-Rev⏫6%, PBT ⏫15%
#PurpleWaveInfo-Rev flat, PBT ⏫36%
#AgarwalToughGlass-PBT⏫15%
#NaharSpng-PBT⏫11%
Good #Q4FY26-28/5/26 till 4:30pm
SJ Logistics
#SJLogistics
#SJLog
Continues to deliver with good cash flows
Disciplined execution
Consistent performer with good H2FY26
Good growth vs H1FY26 and H2FY25
Rev at 371cr vs 278cr, H1 at 283cr
PBT at 56cr vs 38cr, H1 at 42cr
PAT at 42cr vs 29cr, H1 at 32cr
FY26 PBT at 97cr vs 68cr
FY27 PAT at 76cr vs 52cr
OCF at 21cr vs -52cr
Sathlokhar Synergies
#Sathlokhar
#SSEGL
Good Q4FY26
Good FY26
Highest ever set with good margin expansion
Rev at 277cr vs 186cr, Q3 at 271cr
EBITDA at 43cr vs 20cr⏫115%
OPM at 15.3% vs 10.6%
PBT at 41cr vs 21cr, Q3 at 39cr
PAT at 30cr vs 18cr, Q3 at 29cr
FY26 Rev at 820cr vs 370cr
FY26 PBT at 110cr vs 49cr
FY26 PAT at 82cr vs 34cr
More than 100% growth across rev, EBITDA, PBT and PAT
OCF at -162cr vs -96cr mainly due to inventory increase
Inventory at 138cr vs 51cr ,most of it should be executed in FY27
Receivables reduce sharply at 77cr vs 118cr
Other current assets spike up to 339cr vs 49cr. This needs clarification in tomorrow's concall
Hi Tech Pipes
#HiTechPipes
Good revenue uptick
Decent EBITDA growth
Higher finance costs and depreciation lead to flat PBT
Rev at 1480cr vs 733cr⏫102% YoY,⏫38% QoQ
EBITDA at 46cr vs 35cr⏫33% YoY,⏫11% QoQ
Finance costs at 16cr vs 7cr
Depreciation at 8cr vs 4cr
OPM down at 3.1% vs 4.7%
PBT flat at 23cr
Vinyas Innovative Technologies
#Vinyas
Good H2FY26 with good growth vs H1FY26 and H2FY25
Rev at 302cr vs 247cr, H1 at 212cr
EBITDA at 37cr vs 24cr, H1 at 21cr
PBT at 30cr vs 17cr, H1 at 13cr
OCF at -21cr vs 14cr
Danlaw Technologies
#Danlaw
Good Q4FY26
Rev at 80cr vs 62cr, Q3 at 62cr
PBT at 13cr vs 9cr, Q3 at 6cr
PAT at 9.5cr vs 6.5cr, Q3 at 4.4cr
OCF at 21cr vs 10cr
Taj GVK Hotels
#TajGVK
Good Q4FY26 with good QoQ and YoY uptick across all parameters
Rev at 159cr vs 125cr, Q3 at 136cr
PBT at 43cr vs 34cr, Q3 at 40cr
OCF at 173cr vs 116cr
#AshokLeyland
Rev at 14075cr vs 11857cr, Q3 at 11478cr
PBT at 1909cr vs 1671cr, Q3 at 1373cr
PAT at 1404cr vs 1245cr, Q3 at 796cr
OCF at 4792cr vs 7819cr
#EmamiPaper
Good Q4FY26 with solid QoQ and YoY uptick across profitability metrics
Rev at 496cr vs 474cr, Q3 at 500cr
Other income at 14cr vs 2cr
PBT at 46cr vs 4cr, Q3 at 29cr
PAT at 32cr vs 4cr, Q3 at 17cr
OCF at 197cr vs 44cr
#UdayJewellery
Solid Q4FY26 with big QoQ and YoY uptick across all parameters
Rev at 226cr vs 106cr, Q3 at 204cr
PBT at 15cr vs 3cr, Q3 at 8cr
PAT at 11cr vs 2cr, Q3 at 6cr
Inventory at 205cr vs 117cr
OCF at -107cr vs -18cr
#CordsCable
Rev at 266cr vs 233cr, Q3 at 236cr
PBT at 11cr vs 6cr, Q3 at 6.5cr
PAT at 8.2cr vs 4.3cr, Q3 at 5cr
OCF at 43cr vs 14cr
#PartyCruisers
Rev at 111cr vs 84cr, H1 at 36cr
PBT at 14cr vs 8.6cr, H1 at 3cr
PAT 10cr vs 6cr, H1 at 2.6cr
#IndNippon
India Nippon Electricals
Rev at 299cr vs 233cr, Q3 at 272cr
PBT at 35cr vs 25cr, Q3 at 33cr
OCF at 40cr vs 50cr
#Technocraft
Rev at 712cr vs 702cr, Q3 at 662cr
Good margin expansion QoQ and YoY
Other income at 14cr vs 29cr
PBT at 105cr vs 92cr, Q3 at 74cr
OCF at 243cr vs 276cr
#LordsChloro
Rev at 98cr vs 80cr, Q3 at 94cr
PBT at 6.2cr vs 3.6cr, Q3 at 4.1cr
OCF at 27cr vs 9cr
#ShivamChemicals
Rev at 152cr vs 130cr, H1 at 132cr
PBT at 5.2cr vs 2.1cr, H1 at 2.5cr
PAT at 4.2cr vs 1.5cr, H1 at 2cr
OCF at -6cr vs -14cr
#ThemisMed
Rev at 77cr vs 71cr, Q3 net 90cr
PBT at 9cr vs loss, Q3 at 10cr
9cr includes 7cr from associates/JV
OCF at -3cr vs 35cr
#BLKashyap
Rev at 364cr vs 294cr, Q3 at 324cr
Other income at 16cr vs 4cr
PBT at 27cr vs loss, Q3 at 16cr
OCF at 109cr vs 87cr
#SourceNaturalFoods
Rev at 23cr vs 18cr, Q3 at 22cr
PBT at 2cr vs 0.8cr, Q3 at 1.1cr
OCF at -2.4cr
#Balurghat
Rev at 32cr vs 26cr, Q3 at 28cr
PBT at 4.8cr vs 0.8cr, Q3 at loss
OCF at -4cr vs -8cr
Decent:
#Alkem-EBITDA below ests
#Hawkins-Rwv⏫18%, PBT ⏫14%
#HMVL
#KCP-Rev⏫6%, PBT ⏫15%
#PurpleWaveInfo-Rev flat, PBT ⏫36%
#AgarwalToughGlass-PBT⏫15%
#NaharSpng-PBT⏫11%
SJ Logistics
#SJLogistic
#SJLog
Scaling up container business well
Further margin expansion in Q3FY26 over Q2FY26
Consolidated:
Q3FY26
Rev at 183cr⏫34%
EBITDA at 34cr⏫70%
OPM at 18.87% vs 14.92%⏫395bps
Standalone:
Rev at 124cr⏫39%
EBITDA at 20.6cr⏫73%
OPM at 16.6% vs 13.3%⏫334bps
SJ Logistics
#SJLog
#SJLogistic
#SJLogistics
Q2 and H1FY26 Concall highlights:
FY26 guidance:
35% revenue growth guidance
Did 26% in H1
12%-12.5% PAT margins for FY26
FY27 targeted revenue growth of 35-40% over FY26
H2 should be much better than H1
Good margin expansion expected for H2FY26
Q2FY26:
Rev at 157cr⏫27%
EBITDA at 28cr⏫61%
391bps margin expansion
NVOCC:
Scaling up well
H1 rev at 32cr vs 2cr
Asset light
SJ Logistics
#SJLog
#SJLogistic
#SJLogistics
Q2FY26 concall pointers:
Guidance:
FY26 rev growth to be at 35%+
Did 26% rev growth in H1
H2 should see good acceleration of close to 40%+ topline growth
PAT margins to go up further
Targeting 13-13.5% in H2
H2 is always higher than H1
Managed to grow well in H1 despite geopolitical challenges
Container business
To scale up further
H1 was very strong
Expects stronger H2
NVOCC:
Could have done 50cr in H1 if they had more slots
Project Cargo continues to grow well
Launched vessel operations in Nov
Asset light
4 vessels in December
Full impact of vessel operations to be visible in FY27
Focused on balance sheet improvement in H1FY26
All set to do:
670-680cr revenue
80-90cr PAT for FY26 as per guidance
Mkt cap of 600cr at CMP of 392Rs
SJ Logistics
#SJLog
#SJLogistics
#SJLogistic
Concall at 4pm today
Inv PPT insights:
Q2FY26:
Rev at 157cr⏫26.5%
EBITDA at 28cr⏫61%
OPM at 18% vs 14%
PAT at 18cr⏫42.5%
H1FY26:
Rev at 283cr⏫26%
EBITDA at 51cr⏫60%
PAT at 32cr⏫38%
NVOCC:
H1FY26 rev at 32cr⏫1428%
Asset light model
Asset light expansion:
NVOCC space
To operate as a carrier without owning the vessels
Signed agency agreement with Good Voyage Shipping Services to operate in Gulf and upper Gulf sectors
High volume export corridor
Higher control,better margins
Direct vessel operations:
International footprint
Currently operating chartered vessels across the Red Sea, Mediterranean,Turkish,Libyan and Russian sectors
Expanding warehouse and infrastructure footprint
Growing Global network and new market access
Receivables days reduced well in H1FY26
Focused on strengthening balance sheet
OCF at 7cr vs -52cr
SJ Logistics
#SJLogistics
#SJLog
#SJLogistic
Press release:
Highest ever revenue, EBITDA, PBT and PAT in comps history
Solid QoQ and YoY uptick across all parameters with good 350+bps YoY margin expansion
Management let's number do all the talk again
Scaling up NVOCC segment well
NVOCC segment:
H1 revenue of 32cr vs 2cr
Next in line:
To scale up air cargo segment
Q2 EBITDA at 28cr vs 17.6cr⏫61%
OPM at 18.1% vs 14.2%
PAT at 18.1cr vs 12.7cr⏫42.5%
A new chapter:
Vessel operations begin
Launch of maiden voyage under the Suez Express Service
To deepen it's presence in high potential trade lanes
Chartered vessel services started from early Nov
Q3FY26
Improved network efficiency
Disciplined focus on cost control
Balance sheet strengthening
Stronger service mix
Couple of SMEs with very good numbers:
SJ Logistics
Nisus Finance
SJ Logistics
#SJLogistic
#SJLog
#SJLogistics
Steady and consistent performer
Highest ever revenue, EBITDA, PBT and PAT in comps history
Good margin expansion
Receivables under control despite good revenue uptick
OCF at 7cr
Rev at 157cr vs 124cr⏫27%
Q1 at 126cr
EBITDA at 28cr vs 18cr⏫61%
Q1 at 22cr
PAT at 18.1cr vs 12.7cr⏫42%
Q1 at 14.2cr
Good QoQ and YoY uptick across all parameters
Nisus Finance
#Nisus
#NisusFin
Q2FY26 without the impact of acquired Company NCCL
Rev at 46cr⏫60% QoQ
EBITDA at 34cr⏫56% QoQ
PAT at 20cr⏫17% QoQ
H1FY26:
Rev at 75cr⏫118%
EBITDA at 56cr⏫117%
PAT at 37cr⏫94%
FY26 AUM target of 4000cr
Rev to be at 120-140cr with PAT margins to be maintained/would be improved
SJ Logistics
#SJLogistic
#SJLog
Solid Q2FY26
Highest ever revenue, EBITDA, PBT and PAT in comps history
Continues to deliver consistent growth
Rev at 157cr vs 124cr, Q1 at 125cr
PBT at 23cr vs 16cr, Q1 at 18cr
PAT at 18cr vs 12cr, Q1 at 14cr
H1 PBT at 42cr vs 30cr
H2 PAT at 32cr vs 23cr
OCF positive, Good improvement there
OCF at 7cr vs -115cr🔥
Nisus Finance
#Nisus
#NisusFin
Blockbuster Q2FY26 🔥
Big growth
Solid scale up happening here
Rev at 140cr vs 33cr, H2 at 32cr
PBT at 51cr vs 25cr, H1 at 16cr
PAT at 37cr vs 19cr, H2 at 14cr
Lloyds Metal and Energy
#LloydsMetal
Solid Q2FY26
Good nos in a seasonally lean qtr
Rev at 3540cr vs 1360cr, Q1 at 2377cr
PBT at 756cr vs 423cr, Q1 at 777cr
PAT at 567cr vs 301cr
Big uptick in finance costs and depreciation as new capacity starts to contribute now
OCF at -1630cr
Aditya Infotech
#CPPlus
Blockbuster Q2FY26 🔥
Valuations rich, growth is v v good
Rev at 920cr vs 669cr, Q1 at 740cr
EBITDA at 110cr vs 43cr, Q1 at 65cr
PBT at 93cr vs 28cr, Q1 at 44cr
OCF at 49cr vs -51cr
Hemant Surgical
#HemantSurgical
Good H1FY26
Rev at 64cr vs 49cr, H2 at 58cr
PBT at 7.2cr vs 4.4cr, H2 at 6cr
PAT at 5.4cr vs 3cr, H2 at 4.9cr
OCF at -11cr vs 6cr
Ram Ratna Wires
#RamRatna
Rev at 1163cr vs 939cr, Q1 at 982cr
PBT at 32cr vs 22cr, Q1 at 22cr
PAT at 22cr vs 17cr, Q1 at 16cr
OCF at -182cr vs 64cr
Hindustan Foods
#HndFoods
Rev at 1038cr vs 883cr, Q1 at 994cr
PBT at 47cr vs 32cr, Q1 at 42cr
PAT at 35cr vs 23cr, Q1 at 32cr
Good QoQ and YoY uptick across all parameters
OCF at 108cr vs 74cr
GNFC
#GNFC
Rev modest,good margin expansion QoQ and YoY
Rev at 1968xr vs 1917cr, Q1 at 1601cr
PBT at 230cr vs 135cr, Q1 at 105cr
PAT at 179cr vs 105cr, Q1 at 83cr
OCF at 314cr
Gokul Agro Resources
#GokulAgro
Solid Q2FY26
Consistent performer
Rev at 6638cr vs 4810cr, Q1 at 4924cr
PBT at 139cr vs 97cr, Q1 at 90cr
PAT at 101cr vs 71cr, Q1 at 72cr
OCF at 84cr vs 310cr
Regaal Resources
#Regaal
Rev at 320cr vs 204cr, Q1 at 247cr
PBT at 22cr vs 17cr Q1 at 12cr
Margins down. Good revenue scale up
PAT at 17cr vs 13cr, Q1 at 9cr
OCF at -18cr vs -39cr
MSTC
#MSTC
Rev at 85cr vs 77cr, Q1 at 72cr
PBT at 65cr vs 58cr, Q1 at 57cr
OCF at -173cr
Zuari Industries
#ZuariInd
Big jV profits lead to Good growth
JV profits at 187cr vs 39cr, Q1 at 35cr
PAT at 164cr vs loss in last 2 qtrs
Ashiana Housing
#AshianaHousing
Good Q2FY26
Solid QoQ and YoY uptick across all parameters
Rev at 165cr vs 54cr, Q1 at 293cr
PBT at 36cr vs loss Q1 at 18cr
2x QoQ
PAT at 28cr vs loss, Q1 at 13cr
OCF at 102cr vs -12cr
Tata Steel
#TataSteel
Solid Q2FY26
Big QoQ and YoY uptick across all parameters
Rev at 58689cr vs 53904cr
PBT at 4642cr vs 2146cr, Q1 at 3199cr
PAT at 3183cr sv 758cr, Q1 at 2007cr
OCF at 13073cr vs 6116cr🔥
HubTown
#Hubtown
Rev at 208cr vs 99cr
PBT at 58cr vs 35cr, Q1 at 72cr
PAT at 32cr vs 19cr
OCF at 93cr vs -315cr
Prospect Consumer
#Prospect
Rev at 30cr vs 13cr, H2 at 18cr
PBT at 2.7cr vs 1.4cr, H2 at 1.4cr
OCF at -1cr vs -3cr
#VindhyaTele
Vindhya Telelinks
Subsidiaries/JV profit at 36cr vs loss, Q1 at 41cr
PAT at 59cr vs 24cr,flat QoQ
Topline flattish
OCF at -230cr
Effwa Infra and Research
#Effwa
H2 heavy
Rev at 90cr vs 61cr
PBT at 13.5cr vs 6.3cr
PAT at 10cr vs 4.7cr
Data Patterns
#DataPatterns
Solid Q2FY26
Rev at 307cr vs 91cr, Q1 at 99cr
PBT at 66cr vs 40cr Q1 at 34cr
PAT at 49cr vs 30cr, Q1 at 26cr
Lumpiness every quarters here, nature of the business
OCF at -50cr vs -28cr
Indo Amines
#IndoAmines
Rev flat at 277cr vs 269cr
PBT at 25cr vs 19cr, Q1 at 35cr
OCF at -37cr
Mukka Proteins
#Mukka
Rev at 244ce vs 149cr, Q1 at 171cr
PBT at 10cr vs 0.2cr, Q1 at 3cr
OCF at -9cr
#Gloster
Rev at 360cr vs 142cr, Q1 at 305cr
PBT at 10cr vs 0.3cr, Q1 at 5cr
OCF at -85cr vs -11cr
#SumeetInd
Rev at 269cr vs 241cr, Q1 at 248cr
PBT at 10cr vs loss, Q1 at 8cr
OCF at -16cr
Good #Q2FY26-12/11/25 from 5pm till 8pm
SJ Logistics
#SJLogistic
#SJLog
Solid Q2FY26
Highest ever revenue, EBITDA, PBT and PAT in comps history
Continues to deliver consistent growth
Rev at 157cr vs 124cr, Q1 at 125cr
PBT at 23cr vs 16cr, Q1 at 18cr
PAT at 18cr vs 12cr, Q1 at 14cr
H1 PBT at 42cr vs 30cr
H2 PAT at 32cr vs 23cr
OCF positive, Good improvement there
OCF at 7cr vs -115cr🔥
Nisus Finance
#Nisus
#NisusFin
Blockbuster Q2FY26 🔥
Big growth
Solid scale up happening here
Rev at 140cr vs 33cr, H2 at 32cr
PBT at 51cr vs 25cr, H1 at 16cr
PAT at 37cr vs 19cr, H2 at 14cr
Lloyds Metal and Energy
#LloydsMetal
Solid Q2FY26
Good nos in a seasonally lean qtr
Rev at 3540cr vs 1360cr, Q1 at 2377cr
PBT at 756cr vs 423cr, Q1 at 777cr
PAT at 567cr vs 301cr
Big uptick in finance costs and depreciation as new capacity starts to contribute now
OCF at -1630cr
Aditya Infotech
#CPPlus
Blockbuster Q2FY26 🔥
Valuations rich, growth is v v good
Rev at 920cr vs 669cr, Q1 at 740cr
EBITDA at 110cr vs 43cr, Q1 at 65cr
PBT at 93cr vs 28cr, Q1 at 44cr
OCF at 49cr vs -51cr
Hemant Surgical
#HemantSurgical
Good H1FY26
Rev at 64cr vs 49cr, H2 at 58cr
PBT at 7.2cr vs 4.4cr, H2 at 6cr
PAT at 5.4cr vs 3cr, H2 at 4.9cr
OCF at -11cr vs 6cr
Ram Ratna Wires
#RamRatna
Rev at 1163cr vs 939cr, Q1 at 982cr
PBT at 32cr vs 22cr, Q1 at 22cr
PAT at 22cr vs 17cr, Q1 at 16cr
OCF at -182cr vs 64cr
Hindustan Foods
#HndFoods
Rev at 1038cr vs 883cr, Q1 at 994cr
PBT at 47cr vs 32cr, Q1 at 42cr
PAT at 35cr vs 23cr, Q1 at 32cr
Good QoQ and YoY uptick across all parameters
OCF at 108cr vs 74cr
GNFC
#GNFC
Rev modest,good margin expansion QoQ and YoY
Rev at 1968xr vs 1917cr, Q1 at 1601cr
PBT at 230cr vs 135cr, Q1 at 105cr
PAT at 179cr vs 105cr, Q1 at 83cr
OCF at 314cr
Gokul Agro Resources
#GokulAgro
Solid Q2FY26
Consistent performer
Rev at 6638cr vs 4810cr, Q1 at 4924cr
PBT at 139cr vs 97cr, Q1 at 90cr
PAT at 101cr vs 71cr, Q1 at 72cr
OCF at 84cr vs 310cr
Regaal Resources
#Regaal
Rev at 320cr vs 204cr, Q1 at 247cr
PBT at 22cr vs 17cr Q1 at 12cr
Margins down. Good revenue scale up
PAT at 17cr vs 13cr, Q1 at 9cr
OCF at -18cr vs -39cr
MSTC
#MSTC
Rev at 85cr vs 77cr, Q1 at 72cr
PBT at 65cr vs 58cr, Q1 at 57cr
OCF at -173cr
Zuari Industries
#ZuariInd
Big jV profits lead to Good growth
JV profits at 187cr vs 39cr, Q1 at 35cr
PAT at 164cr vs loss in last 2 qtrs
Ashiana Housing
#AshianaHousing
Good Q2FY26
Solid QoQ and YoY uptick across all parameters
Rev at 165cr vs 54cr, Q1 at 293cr
PBT at 36cr vs loss Q1 at 18cr
2x QoQ
PAT at 28cr vs loss, Q1 at 13cr
OCF at 102cr vs -12cr
Tata Steel
#TataSteel
Solid Q2FY26
Big QoQ and YoY uptick across all parameters
Rev at 58689cr vs 53904cr
PBT at 4642cr vs 2146cr, Q1 at 3199cr
PAT at 3183cr sv 758cr, Q1 at 2007cr
OCF at 13073cr vs 6116cr🔥
HubTown
#Hubtown
Rev at 208cr vs 99cr
PBT at 58cr vs 35cr, Q1 at 72cr
PAT at 32cr vs 19cr
OCF at 93cr vs -315cr
Prospect Consumer
#Prospect
Rev at 30cr vs 13cr, H2 at 18cr
PBT at 2.7cr vs 1.4cr, H2 at 1.4cr
OCF at -1cr vs -3cr
#VindhyaTele
Vindhya Telelinks
Subsidiaries/JV profit at 36cr vs loss, Q1 at 41cr
PAT at 59cr vs 24cr,flat QoQ
Topline flattish
OCF at -230cr
Effwa Infra and Research
#Effwa
H2 heavy
Rev at 90cr vs 61cr
PBT at 13.5cr vs 6.3cr
PAT at 10cr vs 4.7cr
Data Patterns
#DataPatterns
Solid Q2FY26
Rev at 307cr vs 91cr, Q1 at 99cr
PBT at 66cr vs 40cr Q1 at 34cr
PAT at 49cr vs 30cr, Q1 at 26cr
Lumpiness every quarters here, nature of the business
OCF at -50cr vs -28cr
Indo Amines
#IndoAmines
Rev flat at 277cr vs 269cr
PBT at 25cr vs 19cr, Q1 at 35cr
OCF at -37cr
Mukka Proteins
#Mukka
Rev at 244ce vs 149cr, Q1 at 171cr
PBT at 10cr vs 0.2cr, Q1 at 3cr
OCF at -9cr
#Gloster
Rev at 360cr vs 142cr, Q1 at 305cr
PBT at 10cr vs 0.3cr, Q1 at 5cr
OCF at -85cr vs -11cr
#SumeetInd
Rev at 269cr vs 241cr, Q1 at 248cr
PBT at 10cr vs loss, Q1 at 8cr
OCF at -16cr
Decent:
#MalpaniPipes
#PrevestDenPro
SJ Logistics
#SJLogistic
#SJLOG
#SJLogistics
Concall pointers:
FY26 guidance:
Rev growth of 35-40%
PAT margins at 12-13% vs 10% in FY25
NVOCC:
70-100cr in FY26
125cr in FY27
Targeting revenues of 1000cr by FY27
Q1 is seasonally leanest quarter
Q4 is the strongest
NVOCC expansion:
East Africa and Russia added
70-75% topline to come from project cargo in FY27
Air freight:
Gross margins at 12%
Expected to improve
Since listing till date, for last 2 years, execution has been great
Let's see how it goes from here as the base has become reasonably big
SJ Logistics
#SJLogistics
#SJLog
#SJLogistic
After delivering a great Q1FY26 in a seasonally lean qtr, management was confident of achieving 35-40% revenue growth with 12-13% PAT margins for FY26
Calculation leads to
FY26E:
Rev of 650-700cr
PAT of 80-90cr
25%+ RoE and RoCE
Current market cap of 650cr
Couple of HNIs exited the counternover last 4-5 months
Business as usual, scaling up well, disciplined execution
NVOCC segment is seeing disciplined scale up
Air Cargo should start contributing well next year
Just want to see better cash flow metrics with improved receivables here
Though, sector itself works in similar way
Guidance vs execution has been always good for SJ Logistics
Let's see how Q2 and H2 pans out here
Concall pointers:
Alpex Solar
#AlpexSolar
Confident of FY26 PAT to be atleast 2x of FY25
Orderbook and pipeline helathy
Margins should inch up gradually for next 4-6 qtrs
SJ Logistics
#SJLog
#SJLogistic
#SJLogistics
Rev growth of 35-40% over FY25
PAT margins to be at 12-13%
NVOCC rev of 80cr for FY26
Q1 is seasonally leanest qtr and Q4 is the strongest
Concall pointers:
Alpex Solar
#AlpexSolar
Confident of FY26 PAT to be atleast 2x of FY25
Orderbook and pipeline helathy
Margins should inch up gradually for next 4-6 qtrs
SJ Logistics
#SJLog
#SJLogistic
#SJLogistics
Rev growth of 35-40% over FY25
PAT margins to be at 12-13%
NVOCC rev of 80cr for FY26
Q1 is seasonally leanest qtr and Q4 is the strongest
SJ Logistics
#SJLog
#SJLogistics
Concall at 4pm today to discuss Q1FY26 numbers
Inv PPT:
Q1FY26:
Rev at 126cr⏫25%
EBITDA at 22cr vs 14cr⏫57%
OPM at 17.7% vs 14%⏫370bps
Depreciation higher at 11cr vs 2cr
PBT at 21cr vs 14cr⏫51%
PAT at 14.2cr vs 10.7cr⏫33%
Ocean cargo grew by 21.2% to 117cr vs 96cr
Air Cargo and NVOCC business combined generated 8.4cr in revenue
Historical financials:
Rev:
FY23 148cr
FY24 271cr
FY25 503cr
EBITDA and OPM:
FY23 13cr at 8.5%
FY24 29cr at 10.9%
FY25 75cr at 15%
PAT:
FY23 8.2cr
FY24 22.6cr
FY25 52.5cr
RoE 24%
RoCE 26%
WC days came down from 111 days to 94 days over tha last 3 years
Receivables and cash flows, if gets better in FY26, should augur well for SJ Logistics
But such is the business nature with logistics players
SJ Logistics
#SJLogistics
#SJLog
#SJLogistic
Concall highlights on 4th June 2025:
Amazing clarity on what they want to do, what should be the focus area and how to execute
No guidance on exact numbers
But confident to maintain solid growth trajectory which they have been consistently achieving
Better margins possible as container and air Cargo would contribute well in FY26
All required licence and compliance is in place already
Have everything in place to keep growing at a healthy pace in a bigger base now
Major activities include Ocean freight (Port to Port), and Project cargo.
Earlier, textile was a major commodity. Now offering project cargo in power transmission, agro, chemicals, earth moving equipment ODC Cargo.
Project cargo is a very consistent business with contracts lasting for 2-3 years.
100+ agency partners in place across the globe.
1st and 2nd leg Bill of lading done for Singapore based clients who mainly deal in Textiles
Containers Business - Owned, leased monthly from market, or hire purchase Contracts for 3,5, or 10 years.
NVOCC business operated within the continent. Started in FY25, full effect to be seen in FY26
Very confident of clocking healthy growth rates here
IATA impact to be seen in FY26
FY26 - Plan to increase presence in South India. No presence as of now
New locations being added within and outside India
Africa and Latin America are major revenue generators
No impact on tariffs as the US doesn't form a big part of revenues
Standalone Tax rate - 25%
FY25 capex owed to purchase of containers. Hire purchase contract for containers 5 years.
A portion of cash generated from NVOCC operations to be used for containers capex
Transmission tower projects go to Africa. Once the bill of lading is received, an invoice is generated.
Transit period from India to Latin America is 75-90 days. Once container reaches port, after 7-15 days container reaches site due to regulation and compliance.
Credit period starts 15-20 days after discharge
Margins in project cargo in transmission projects - 18%-30%
Expects this to be sustained
Project cargo - 130 to 150 days credit. Normal cargo is 90 days
No business done with 3rd party. Co. only deals with manufacturers and ship owners
No clean credit period offered unless recurring business offered by client
No bad debts recorded to date
14% EBITDA growth seen QoQ in Q4FY25. This is despite high base of Q3FY25
4% QoQ revenue growth
FY26 major focus to increase gross margins. However, no compromise will be done on topline
Last 15 days of March 2025:
A lot of consignments were shipped
So receivables appear higher
Collected 25-30% of them by May end
Not looking to raise further debt
FY26 - Margins can further increase further due to NVOCC business
Revenue in NVOCC depends on location. 1 container in Libya shipped costs USD 2,000. Libya is a specialized area. Plan to enter 4 specialized areas
Plans to enter Italy, Mombasa and East Africa.
Kuwait, Bahrain, Doha are low revenue places for Container business costing as low as USD 100
As of date, the company has 2,000+ containers.
Plans to add 2,000 containers in 2026
The utilization of containers is 90+%
Margins for NVOCC varies between 10%-15%
1 container does 5 cycles in 1 year minimum.
SJ Logistics
#SJLogistics
#SJLog
#SJLogistic
First ever concall on 4th June at 3-30pm
Press release:
FY25 revenues at 502cr⏫85.5%
FY25 EBITDA at 75cr⏫156%
FY25 PAT at 52cr⏫132%
Q4FY25:
Rev at 142cr⏫60%
EBITDA at 23cr⏫205%
PAT at 15cr⏫108%
Air Cargo:
In half yearly operations, generated 14.2cr revenue
Scaling up rapidly with toe ups across 8 international airlines
NVOCC division:
In half yearly operations, generated 16.2cr revenue
Launched NVOCC Service to Libya and commenced full scale operations in Dubai
Ocean Cargo:
87.5% growth at 472cr vs 271cr
Project Cargo:
Added ferro metal commodities division alongside it's increasing share in transmission towers
Global network:
Became members of X2 and JCTrans
Air Cargo segment gaining momentum post IATA accreditation
Good improvement in return ratios
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