Lemon Tree Hotels Ltd
Sector: Hotels
Lemon Tree Hotels delivered strong financial performance in Q3FY25, with revenue
rising 25% QoQ and 22% YoY to Rs. 355.2 Crs. EBITDA grew by 41% QoQ and 30% YoY
to Rs.184.8 Crs, with EBITDA margins expanding by 588 bps QoQ and 316 bps YoY to
51.9%. Profit After Tax (PAT) surged by 128% QoQ and 82% YoY to Rs. 79.9 Crs, while
cash profit increased by 65% QoQ and 49% YoY to Rs.114.9 Crs. Management and
franchise fees from third-party-owned hotels stood at Rs. 18.4 Crs, reflecting a 24%
YoY growth, while fees from Fleur Hotels reached Rs.25.3 Crs, marking a 45% YoY
increase.
07-Feb-2025
Recommended Price (₹)
139
Buy
52 Week H/L (₹)
162.25-112.3
Mastek Ltd
Sector: IT
Revenue growing 11% YoY to Rs. 869.5 Crs, remaining flat on a QoQ basis, and
achieving a 9.4% YoY increase in US dollar terms to $103 million. EBITDA margin stood
at a healthy 16.2%, absorbing the impact of salary hikes and currency headwinds,
showcasing resilience in operations. Profit After Tax (PAT) grew significantly by 26%
YoY to Rs. 94.7 Crs, reflecting strong profitability. The company maintains a solid order
book of $250 million, with an additional $40 million deal expected in Q4FY25,
indicating strong future revenue visibility.
16-Jan-2025
Recommended Price (₹)
3351
Buy
52 Week H/L (₹)
3375-2137.25
Lemon Tree Hotels Ltd
Sector: Hotels
Lemon Tree Hotels reported strong results during Q2FY25 wherein the company
recorded its highest ever Q2 quarter revenue which grew by 24% YoY to Rs 284 cr.
EBITDA for the quarter stood at Rs 131 cr which grew by 26% YoY. EBITDA margin
stood at 46.1% which grew by ~61 bps YoY. During the quarter company incurred a
renovation expense of Rs 8 cr, excluding the impact of this the Net EBITDA margin
would have been ~48.9%. PAT for the quarter stood at Rs 35 cr which grew by 33%
YoY. PAT margin stood at 12.3% which grew by ~83 bps YoY. Company reduced its
debt by Rs. 90 cr from Rs 1,913 cr as of 30th September 2023 to Rs 1,823 cr as of 30th
September 2024. Cost of debt stood at 8.68% which decreased by 16 bps YoY.
18-Nov-2024
Recommended Price (₹)
122
Buy
52 Week H/L (₹)
158.05-112.05
Protean eGov Technologies Ltd
Sector: IT/ITES
Protean reported a weak quarterly performance were its revenue from operations
degrew by 7% YoY and but grew by 12% QoQ to Rs 220 cr. The decrease in revenue
on YoY basis was due to 16% degrowth in each of tax services and identity services
business due to higher base effect same quarter last year. EBITDA for the quarter
degrew by 13% YoY but grew by 109% YoY to Rs 32 cr. EBITDA margin was down by
109 bps YoY but increased by 671 bps YoY to 14.4%. PAT for the quarter degrew by
14% YoY but grew by 33% QoQ to Rs 28 cr along with a PAT margin of 12.8%.
06-Nov-2024
Recommended Price (₹)
1967
Buy
Paradeep Phosphates Ltd
Sector: Fertilizer
Paradeep Phosphates Limited (PPL) reported healthy growth in profitability in
Q2FY25 led by strong volume growth across its portfolio of DAP and NPK fertilizers.
Revenue from operations for the quarter grew by 4% YoY and 62% QoQ to Rs 3,844
cr. EBITDA for the quarter grew by 66% YoY and 189% QoQ to Rs 425 cr, coupled
with an expansion in EBITDA margin of 412 bps YoY and 488 Bps QoQ, where EBITDA
margin stood at 11.1%. EBITDA/ton (derived) stood at Rs 4,912 which grew by 55%
YoY. PAT for the quarter grew by 155% YoY and 4,131% QoQ to Rs 228 cr and PAT
margin stood at 5.9% which grew by 346 bps YoY.
29-Oct-2024
Ugro Capital Ltd
Sector: NBFC
Ugro reported healthy numbers for Q2FY25 wherein its AUM crossed the Rs 10,000 cr
mark and reached Rs 10,517 cr and grew by 34% YoY and 10% QoQ. During the quarter
company also recorded it lifetime highest net loans disbursement of Rs 1,971 cr which
was driven by volumes across all of its products.
23-Oct-2024
Recommended Price (₹)
237
Buy
52 Week H/L (₹)
314.85-213.15
Mastek Ltd
Sector: IT
Revenue increased by 7% QoQ and 13% YoY to Rs.867 crore, while EBITDA raised by
15% QoQ and 16% YoY to Rs.143 crore, improving the EBITDA margin to 16.5%, up
from 15.2% in Q1 FY25 and 16.1% in Q4 FY24. Net profit before exceptional item grew
by 63% QoQ and 68% YoY while it surged by 80% QoQ and 105% YoY to Rs.129 crore,
after one-time exceptional gain of Rs.12 crore. Days sales outstanding (DSO) increased
to 95 days from 92, primarily due to delayed collections; however, no challenges are
anticipated, and improvements are expected in H2FY25.
21-Oct-2024
Recommended Price (₹)
2879
Buy
52 Week H/L (₹)
3147-2105.95
PNB Housing Finance Ltd
Sector: Housing Finance Company
PNB Housing Finance, promoted by Punjab National Bank, is the third-largest housing
finance company in India, boasting an outstanding AUM of Rs. 71,243 Crs as of FY24,
up from Rs. 65,977 Crs in FY22. The company also ranks third in loan book size at Rs.
65,358 Crs and is the largest by deposits at Rs. 17,783 Crs.
08-Oct-2024
Recommended Price (₹)
934
Buy
52 Week H/L (₹)
1201.45-600.4
Paradeep Phosphates Ltd
Sector: Fertilizer
Paradeep Phosphates Limited (PPL) is Indias second largest private sector company in
phosphatic fertilizers. Its primary products include a variety of phosphatic fertilizers,
such as Di-Ammonium Phosphate (DAP) and several grades of NPK (Nitrogen,
Phosphorus, Potassium), as well as Urea. PPL operates two major manufacturing
facilities: one in Paradeep, Odisha, with a capacity of 1.8 Mn MT, and another in
Zuarinagar, Goa, with a capacity of 1.2 Mn MT.
01-Oct-2024
52 Week H/L (₹)
98.3-58.7
Protean eGov Technologies Ltd
Sector: IT/ITES
Protean is one of the key IT-enabled solutions companies in India having extensive
experience in creating digital public infrastructure and developing innovative citizencentric
e-governance solutions. Their expertise helps streamline and enhance
governance for government agencies, citizens, and businesses.
19-Sep-2024
Recommended Price (₹)
2001
Buy
Mastek Ltd
Sector: IT
Mastek, a leader in digital engineering and cloud transformation, operates globally,
with revenue from UK-&-Europe (56.90%), US (27.20%), and AMEA (15.90%). Despite
sector challenges, Mastek maintains resilience, boasting a strong order backlog of Rs.
2,169 Crs and 13 deal wins.
24-Jul-2024
Recommended Price (₹)
2664
Buy
52 Week H/L (₹)
3147-1964
Happiest Minds Technologies Ltd
Sector: IT
Happiest Minds Technologies Limited provides next-gen IT solutions, leveraging cloud
computing, social media, mobility, analytics, unified communications, and IoT. The
company specializes in Digital Transformation, Product Engineering, Infrastructure
Management, Security, Testing, and Consulting, serving industries like Retail/CPG,
BFSI, Travel, Manufacturing, and Media.
11-Jun-2024
Recommended Price (₹)
908
Buy
52 Week H/L (₹)
1022.3-738.05
Raymond Ltd
Sector: Garments, Apparels and Real Estate
Raymond Ltd. (RW IN) is a diversified group that has a strong presence in the
textiles, apparels, engineering and real estate businesses. The company started its
journey as a small woollen mill in Thane (Maharashtra) in 1925 to expand into a
mushrooming profit-making conglomerate today.
03-Jan-2024
Recommended Price (₹)
1719
Buy
52 Week H/L (₹)
2240-1092.6
Ugro Capital Ltd
Sector: NBFC
UGRO Capital Limited is a Data Tech Lending platform addressing the small business credit gap in India. It offers term loan programs, including secured and unsecured loans for MSMEs.
29-Dec-2023
Recommended Price (₹)
269
Buy
52 Week H/L (₹)
319.85-144
Shriram Properties Ltd
Sector: Real Estate
Shriram Properties Ltd (SPL) is one of the leading residential real estate
development companies in South India, primarily focused on the mid-market and
affordable housing categories. The company initiated its journey in Bengaluru in
the year 2000. We initiate coverage on Shriram Properties with a “BUY” rating and a target price of
Rs 124.
18-Sep-2023
52 Week H/L (₹)
98.39-53.25
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