Paluck Technologies Investor Presentation: Key Takeaways
H1 FY27: revenue ₹5,104L (+33.6%), PAT ₹509L (+41.7%), net cash ₹353L post-IPO. EBITDA margin compressed to 17.0% from 22.6%.
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- Guides 25% growth
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H1 FY27: revenue ₹5,104L (+33.6%), PAT ₹509L (+41.7%), net cash ₹353L post-IPO. EBITDA margin compressed to 17.0% from 22.6%.
H1 FY27 deck discloses no revenue, PAT or EBITDA figures. Business is ZLD/ETP EPC; 92.4% of FY26 revenue from ZLD; CRISIL BBB+/Stable.
Q2 revenue slumped 36.7% YoY due to West Asian conflict disruptions and student deferrals, though management expects a Q3 recovery.
Pace Digitek delivered strong revenue growth led by its BESS energy segment.
Q2 FY27 revenue ₹6,138 Mn (+43% YoY), EBITDA ₹508 Mn (8.3% margin), PAT ₹290 Mn; record H1 volume of 2,18,997 MT.
Management reported healthy growth despite a significant fire at the Warangal facility. R-PET demand remains strong due to government mandates, offsetting volatility in raw material and finished product prices.
Q2 FY27 total income ₹1,741 Mn (+3.1% YoY), EBITDA ₹1,365 Mn (78.40% margin), PAT ₹719 Mn. PAT fell 51.3% YoY against a prior-year ₹69.50 Cr one-time tax reversal.
IOL Chemicals delivered strong Q2 results with significant profitability improvements, driven by non-Ibuprofen API growth and cost efficiencies, despite rising raw material prices.
CDSL reports strong performance driven by record IPO activity and persistent growth in demat account additions, hitting 19.34 crore accounts.
Management is pivoting toward higher-yield segments like LAP and project finance to offset stagnant retail growth and intense banking competition.
Q2 FY27 revenue ₹2,713.5 Mn (+51% YoY), Adj. EBITDA ₹448.6 Mn (17% margin), PAT ₹219.2 Mn. H1 PAT ₹123.7 Mn after ₹333.9 Mn cyber-fraud exceptional loss. Organic NRR 116%.
CORONA delivered robust revenue growth of 22% YoY, outperforming the Indian pharmaceutical market by focusing on chronic segments. Management maintains a growth target of 1.5x the market rate.
H1 FY27 revenue rose 48.3% to ₹42.2 Cr at a ~23.6% EBITDA margin. Management commits to crossing ₹100 Cr in FY27, though nuclear and defence are only 4-5% of the ₹77.42 Cr order book.
Q2 FY27 revenue INR 1,519 Cr (+10.4% YoY), EBITDA INR 229 Cr (+18%), PAT INR 3.5 Cr vs prior loss. Growth led by SSSG recovery and cost control.
Management reported a record-breaking quarter, driven by a global PC refresh cycle and strategic pivot toward integrated services and semiconductors.
Revenue grew 14% YoY, but margins were hit by raw material inventory costs. Management expects significant margin recovery in H2.
Q2 FY27 revenue ₹5,880.97 lakh (+23.32% YoY), PAT ₹1,275.91 lakh (+27.98%), EBITDA margin 27.80% (down 120bps). Strategy: calibrated retail expansion, Delhi NCR showroom.
Advait is pivoting from an EPC-focused company to a high-margin manufacturing entity, heavily betting on green hydrogen and battery storage.
Quess Corp reported 15% revenue growth driven by record general staffing additions, though EBITDA margins remained thin at 2.1%. Management is pivoting toward higher-margin 'Quest 2.0' segments to improve profitability.
Artemis reports strong growth led by Gurgaon's record EBITDA and new Raipur operations. Aggressive expansion plans aim for 2,000 beds within five years despite regulatory drug pricing concerns.
Juniper Green Energy delivered record Q2 income and EBITDA behind massive wind capacity expansion.
Q2 FY27 revenue Rs170cr (+18% YoY), PAT Rs23cr (-30%), EBITDA margin 33.0% vs 45.1%. Mahim commercial project GDV expanded to Rs2,000cr.
Q2FY27 revenue ₹12,829L (+56% YoY), EBITDA ₹1,956L (15.2% margin), PAT ₹1,385L (+117%). H1FY27 revenue ₹24,993L (+46%). Strategy: move up value chain to 765kV/HVDC, expand pan-India.
Q2FY27 consolidated revenue ₹369.8 Cr (+7.5% YoY), EBITDA ₹71.0 Cr (+31.5%), PAT ₹31.9 Cr (+40.5%); EBITDA margin 18.7%. Diwali timing distorts comparisons. Capacity expansion ongoing.
Rainbow delivered robust 23.2% revenue growth despite a soft monsoon impacting seasonal pediatric volumes.
Revenue grew 23.1% YoY despite Gujarat floods delaying ₹180 Cr in deliveries. Management maintains a bold 40% CAGR growth aspiration while transitioning to higher-voltage transformer segments.
Gabriel India reports strong consolidated revenue growth driven by aggressive portfolio diversification through new joint ventures with Faurecia and Mando.
Q2FY27 revenue ₹40.38 Cr (+53.6% YoY), PAT ₹8.49 Cr (+55.4%), EBITDA margin 38.65%. H1 revenue ₹72.17 Cr (+47.3%). Rental-led strategy with capacity expansion.
Latent View reported modest 2% sequential growth as strong performance in Industrials and Financial Services offset sharp headwinds in its core Technology vertical.
Medi Assist reported strong H1 FY27 growth while successfully completing Paramount integration, resulting in margin recovery.