Career Point Edutech Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹18.79 Cr (+70% YoY), PAT ₹8.72 Cr (+83%), PAT margin 39.64%. Asset-light model; growth strategy centres on annuity revenue.
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Q2 FY27 standalone revenue ₹18.79 Cr (+70% YoY), PAT ₹8.72 Cr (+83%), PAT margin 39.64%. Asset-light model; growth strategy centres on annuity revenue.
Q2 FY27 revenue ₹124.0 Cr (+64% YoY), EBITDA margin 14.2% (from 6.1%); H1 revenue ₹241.2 Cr, PAT ₹9.1 Cr. Project Jagriti stabilising; flexC ramp ahead of PM4.
Q2 FY27 consolidated revenue Rs 251 Cr (+11% YoY), PAT Rs 13 Cr (+14%); H1 revenue down 10% on Q1 government-project cash delays.
Record Q2 FY27: revenue Rs2,189 Cr (+42.6% YoY), EBITDA Rs257 Cr (11.8%), normalised PAT Rs143 Cr (+68.9%). EV-led growth and backward integration.
India business thrives with double-digit growth and margin expansion, while the Parador (Europe) segment remains a significant drag due to weak regional demand.
KRBL achieved record quarterly revenue despite bulk export headwinds in the Middle East, offset by a robust 33% domestic growth and improved brand realization.
Wonderla delivered strong top-line growth driven by the Chennai park's successful ramp-up, though higher depreciation from the new asset capped profit expansion.
Q2FY27 consolidated revenue ₹1,760 Cr (+45% YoY), EBITDA ₹473 Cr (27% margin), PAT ₹240 Cr (+42% YoY). Chemicals drive growth; battery materials still loss-making.
Krystal reported strong revenue growth but faced margin contraction due to initial costs from large new contracts. Management is pivoting toward higher-margin technical and urban infrastructure services.
Kopran Q2 FY27 consolidated revenue ₹21,126 Lakh (+79% YoY), EBITDA ₹1,822 Lakh (8.62%), PAT ₹439 Lakh vs prior-year loss; borrowings up.
H1FY27 consolidated revenue Rs15,991mn (+67% YoY), EBITDA Rs2,027mn (12.7% margin), PAT Rs1,118mn. Q2 posted record revenue and a 14.4% EBITDA margin.
SH Kelkar reported robust growth driven by the flavor segment, though consolidated margins remain compressed by overseas expansion costs.
Revenue hit a record ₹541 Cr, but inflation in palm oil and packaging slashed EBITDA margins to 2.4%. Management is pivoting to structural cost-cutting through a new integrated Indore facility.
Q2 FY27 consolidated PAT ₹3,867 Cr (+8% YoY), total income ₹12,055 Cr (+3%), EBITDA ₹10,166 Cr (+3%). H1 PAT ₹7,465 Cr (+4%). FY27 capex and capitalisation guidance reiterated.
Revenue grew 22% YoY, but EBITDA remains in loss as store expansion costs outpace revenue. Management is aggressive on long-term targets while ignoring near-term cash burn.
H1 FY27 revenue ₹107.9 Cr (+7% YoY), EBITDA ₹8.2 Cr at 8% margin, PAT turned positive at ₹0.2 Cr; fragrance vertical launched.
H1 FY27 consolidated total income ₹3,935 Cr; EBITDA ₹52 Cr. Cocoblu Q2 FY27 revenue ₹1,974 Cr, up 9.3% QoQ. Strategy: asset-light Gen Z brands, Middle East, drones.
Revenue grew 11.2% QoQ despite volume declines across segments by pivoting to high-margin value-added products.
Q2FY27 sales Rs 3519 Cr (+69%), EBITDA Rs 1021 Cr (+75%), PAT Rs 650 Cr (+80%). H1FY27 PAT Rs 1316 Cr (+84%); order book Rs 20178 Cr.
Q2 FY27 sales Rs1,093 Cr (+6.2% YoY), PAT Rs250 Cr (-10.0% YoY), EBITDA margin 32.5% (vs 37.8%). No explicit guidance; order book Rs1,071 Cr.
Q2 FY27 revenue Rs 4,314 mn (+52% YoY), EBITDA Rs 1,020 mn (23.6% margin), PAT Rs 485 mn (+17% YoY). Advent Rs 3,150 cr primary infusion awaits approvals.
Management is pivoting to high-margin value-added products while battling regulatory headwinds in core atta distribution.
Q2 FY27 total income ₹116.31 Cr, +56% YoY, but PAT loss ₹5.08 Cr vs ₹2.36 Cr profit; PBDIT margin 10.2% vs 15.7%. Capacity expansion drives FY27 growth.
Q2FY27 revenue INR 28,205 Mn (+24.3% YoY), EBITDA INR 5,748 Mn (20.4% margin, +103 bps), PAT INR 3,251 Mn (+29.3%). International-led growth; net debt rose on acquisition payments.
H1FY27: revenue INR 639 Cr (+33%), PAT INR 93 Cr (+32%), EBITDA margin 28%. Sales value fell 55% to INR 370 Cr; sales book INR 3,968 Cr.
Q2FY27 net profit ₹23,038 Cr (+14.28% YoY), operating profit ₹34,226 Cr (+7.28%), NII +14.69%. GNPA 1.39%, CRAR 16.09%. Profit includes one-time gains.
H1 FY27 consolidated revenue ₹55.7 Cr (+137%), EBITDA ₹8.2 Cr at 14.8% margin, PAT ₹4.75 Cr (+136%). Growth driven by powders, THA and exports; margins diluted by tungsten costs.
Q2 FY27 revenue INR 359.8 Cr (+33% YoY), PAT INR 23.7 Cr (+79%), EBITDA margin 9.3%. H1 revenue INR 666.4 Cr, PAT INR 43.9 Cr. Debt-free; seamless pipes unit due April 2027.
Rajesh Power delivered explosive 46% revenue growth, transitioning from distribution to high-voltage transmission and storage.
Q2 FY27 revenue ₹821 Cr (+38% YoY), EBITDA ₹100 Cr (+82%, 12% margin), PAT ₹48 Cr (+220%). H1 revenue ₹1,430 Cr (+22%), PAT ₹82 Cr (+310%).