𝘽𝙧𝙚𝙖𝙠𝙤𝙪𝙩 𝙎𝙞𝙜𝙣𝙖𝙡𝙨 ©™🚀
Закрытый канал
📊 Technical Analysis & Trading Education Learn and understand: • Price Action • Support & Resistance • Breakouts & Trends • Candlestick Analysis • EMA & Technical Indicators • Risk Management • Trading Psychology • Trade Plannin
Больше9 900
Подписчики
-424 часа
-287 дней
-18830 дней
Архив постов
9 899
MTAR Tech reports its Q2 results;
▶️Profit Up 20% At ₹60 Cr Vs ₹50 Cr (QoQ)
▶️Revenue Up 12.7% At ₹407 Cr Vs ₹361 Cr (QoQ)
▶️EBITDA Down 8.3% At ₹99 Cr Vs ₹108 Cr (QoQ)
▶️EBITDA Margin At 24.3% Vs 29.9% (QoQ)
9 899
KRISHNA DEFENCE Q2🔥
• Net Profit: ₹15 Cr ↑119% (YoY) | ↑29% (QoQ)
• Revenue: ₹75 Cr ↑56% (YoY) | ↑31% (QoQ)
• EBITDA: ₹20 Cr ↑119% (YoY) | ↑33% (QoQ)
• Margin: 26.8% vs 19.0% (YoY) | 26.3% (QoQ)
9 899
SUNFLAG
PERFECT PATTERN OF FLAG BREAKOUT ...RTEST ALSO COMPLTED ...NOW READY FOR UPTREND ... GOOD FOR MID TERM
9 899
ORDER BOOK AND MAJOR WINS
- H1FY27 order intake reached ₹32,026 Cr
- Order intake was approximately 4.2x FY26 order intake
- Hyperscaler LTSA secured worth ₹11,500+ Cr till CY30
- Hyperscaler award secured worth ₹10,500+ Cr till FY29
- High-density fibre cable deal worth ₹2,700 Cr
- North American telecom deal worth ₹2,000 Cr
- Indian telecom order worth ₹960 Cr
9 899
STERLITE TECHNOLOGIES - Q2FY27 RESULTS
#Q2FY27
FINANCIAL PERFORMANCE
- Revenue ₹2,529 Cr, up 145% YoY and 32% QoQ
- Reported EBITDA reached ₹846 Cr
- PAT ₹517 Cr versus ₹4 Cr last year
- Record open order book of ₹35,274 Cr
EBITDA ADJUSTMENT
- Reported EBITDA includes a ₹161 Cr one-time US tariff refund
- Operational EBITDA stood at approximately ₹685 Cr
- Operational EBITDA margin reached approximately 27.1%
- Operational margin improved from 20.8% in Q1FY27
- Operational margin improved from 13.6% last year
ORDER BOOK AND MAJOR WINS
- H1FY27 order intake reached ₹32,026 Cr
- Order intake was approximately 4.2x FY26 order intake
- Hyperscaler LTSA secured worth ₹11,500+ Cr till CY30
- Hyperscaler award secured worth ₹10,500+ Cr till FY29
- High-density fibre cable deal worth ₹2,700 Cr
- North American telecom deal worth ₹2,000 Cr
- Indian telecom order worth ₹960 Cr
PRODUCT MIX AND MARKET SHARE
- Optical connectivity attach rate reached a record 24%
- Higher-value integrated connectivity products are gaining traction
- Global ex-China OFC market share increased from 7% to 9%
- North America has become a larger business contributor
- AI and data-centre connectivity offer growth opportunities
BALANCE SHEET AND CASH FLOW
- Raised ₹1,500 Cr through QIP during H1FY27
- QIP proceeds partly used to repay borrowings
- Company reported a net debt-free position
- Management reported net cash of approximately ₹703 Cr
- H1 operating cash flow reached ₹692 Cr
- Working capital absorbed approximately ₹441 Cr
CAPACITY EXPANSION AND GROWTH ROADMAP
- Targeting approximately 50% capacity expansion by FY29
- Expansion covers preform, fibre and cable capacities
- New greenfield facility planned for pre-terminated connectivity solutions
- Annual capex planned at approximately ₹1,000 Cr
- Capex roadmap covers FY27-FY29
- R&D investment targeted at approximately 2% of annual revenue
- FY29 revenue aspiration stands at ₹20,000 Cr
KEY TAKEAWAYS
- Strong order intake improves multi-year revenue visibility
- Operational EBITDA margin improved significantly
- Tariff refund boosted reported EBITDA
- Hyperscaler demand supports AI and data-centre connectivity growth
- Higher-value products are improving the business mix
- Net cash position strengthens funding flexibility
- Capacity expansion will require disciplined execution
- Working capital absorption remains an important monitorable
- Sustainability of operational margins is the key question
- Track order conversion, cash flow and capital efficiency
