Enser Communications, Srivari Spices & Foods Excellent Results And Vertoz Advertising Good to Excellent Results
Enser Communications Ltd.
Recent filing: (EXCELLENT RESULTS) For the half year ending Sep-24 for Enser Communications, Sales up 2.2x YoY from INR 18.09 Cr in Sep-23 to INR 39.02 Cr in Sep-24. Similarly, Net Profit up 2.3x from INR 2.14 Cr to INR 4.85 Cr. On a HoH basis, Sales up 39% and Net Profit up 52%.
SUMMARY: 4y Operating Profit uptrend | 3h Operating Profit uptrend | Excellent Sep-24 results | PE 31.8x (Sector PE range 30-50) | IT
- MCap of INR 261 Crore (share price = INR 300/ share) (as on 12th Nov ‘24)
- TTM PE 31.8x (as on 12th Nov ‘24) Retail float = 16.7% (Sep-24)
FOOD FOR THOUGHT: Highly competitive sector.
Question 1: Who are the promoters of Enser Communications?
Enser Communications is an emerging player of Business Process Management (BPM) Industry, offering cutting-edge solutions designed to enhance customer experience and drive operational excellence.
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Srivari Spices & Foods Ltd.
Recent filing: (EXCELLENT RESULTS) For the half year ending Sep-24 for Srivari Spices, Sales up 71% YoY from INR 30.95 Cr in Sep-23 to INR 52.84 Cr in Sep-24. Similarly, Net Profit up 88% from INR 2.61 Cr to INR 4.91 Cr. On a HoH basis, Sales up 12% and Net Profit up 11%.
SUMMARY: 4y Operating Profit uptrend | 4h Operating Profit uptrend | PE 22x (Sector PE range 30-70) | Excellent Sep-24 results | Expanding distribution | Fund Raise (Rights) | Consumption
FUTURE OUTLOOK: As per the Q1FY25 Concall, Company aims to maintain a growth rate of 100% YoY | Company expects to maintain or improve EBITDA margins.
- MCap of INR 206 Crore (share price = INR 240 /share) (as on 12th Nov ‘24)
- TTM PE 22x (as on 12th Nov ‘24) Retail float = 19.3% (Sep-24)
FOOD FOR THOUGHT: Negative operating Cashflows for FY24.
Question 1: Who are the promoters of Srivari Spices & Foods?
Company specializes in the production and distribution of a diverse range of organic food products, primarily focusing on spices and flour (chakki atta). These products are meticulously crafted to maintain their natural freshness, nutritional value and authenticity. Company’s commitment to using high quality, hand-piked raw materials set it products apart in terms of taste, aroma and health benefits.
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Vertoz Advertising Ltd.
Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for Vertoz, Sales up 69% YoY from INR 37.66 Cr in Sep-23 to INR 63.6 Cr in Sep-24. Similarly, Net Profit up 29% from INR 5.13 Cr to INR 6.6 Cr. On a QoQ basis, Sales up 6% and Net Profit up 15%.
SUMMARY: 3y Operating Profit uptrend | 2y Operating Profit uptrend | PE 64.9x (Sector PE range 50-100) | Excellent Sep-24 results | Fund raise | Tech Platform
FUTURE OUTLOOK: As per Q4FY24 Concall, Company expecting at least 25% to 30% CAGR growth in the next 5 years | Company anticipating PAT margin between 8% to 12% for all businesses and working towards achieving EBITDA margin between 15% to 20% | Company has 5 Data Centres and 250+ Partners.
- MCap of INR 1,473 Crore (share price = INR 17.3 / share) (as on 12th Nov ‘24)
- TTM PE of 64.9x (as on 12th Nov ‘24) Retail float = 12.3% (Sep-24)
FOOD FOR THOUGHT: Highly competitive sector
Question 1: Who are the promoters of Vertoz?
Vertoz is an ad-tech company helping businesses emerge swiftly and smartly in their digital expedition, helping them with everything right from building a website to running successful ad campaigns. In order to make the whole process hassle-free, it’s developed all the possible products and services in-house.