DIXON=SELL= 11000+100=11100
RKFORGE = BUY = 641
BANKBARODA= BUY = 236
SUNTV = SELL = 614
MSUMI = BUY = 35.05
BEL = BUY = 369
VADILENT = SELL = 9600
POLICYBZR = BUY = 990
LODHA = BUY = 1030
LCCPROJECT= BUY = 129
JPL = BUY = -15
RELIANCE= SELL +15
Quarterly results snapshot • Results-only view, not personalized investment advice
| Company | Key takeaway | Results view | Jay’s Review — Buy / Sell / Hold |
|---|---|---|---|
| IGL | Revenue +12.2% QoQ; profit fell sharply; EBITDA moved to a loss. | Weak | AVOID / REVIEW |
| JNPR | Revenue rose about 137.9% YoY and turned profitable. | Strong improvement | BUY / STUDY |
| Reliance | Revenue +28.1%, net profit +40.6%, EBITDA +23.4%; margin eased. | Strong | BUY / STUDY |
| Phoenix Mills | Revenue +2.9%, profit +8.7%, EBITDA +6%; margin improved. | Moderately positive | HOLD / WATCH |
| Aarti Industries | Revenue +74.7%, profit +58.5%, EBITDA +40.4%; margin declined. | Positive, margin pressure | BUY / STUDY |
| TI | Revenue +13%; net profit fell 57.7%, although EBITDA rose strongly. | Mixed | HOLD / WAIT |
| JPL | Revenue +11.5%, net profit +13%, EBITDA +15.5%; margin improved. | Strong | BUY / STUDY |
| BESTAGRO | Revenue -22.4%, profit -1.8%, EBITDA -9.1%. | Weak | AVOID / REVIEW |
| GMRP&UI | Revenue -15.6%; net profit fell 82.7%; EBITDA slightly lower. | Weak | AVOID / REVIEW |
| LCCPROJECT | Revenue +34.2% and net profit +60.1%. EBITDA data not provided. | Positive, incomplete data | BUY / STUDY |
| NIACL | Revenue +2.5%, but shifted from profit to a large net loss. | Very weak | AVOID / REVIEW |
Note key:Please consult your certified consultant. This is my opinion based on the Q2 results today.
| Company | Revenue: Current vs Previous | Profit / EBITDA: Current vs Previous | Share-price change shown | Bird’s-eye verdict |
|---|---|---|---|---|
| IGL | ₹56.1B vs ₹50B QOQ (+12.2%) | EBITDA: ₹313M loss vs ₹2.95B gain; net profit ₹243.8M vs ₹1.9B QOQ | -1.70% | 🔴 Weak |
| JNPR | ₹3.45B vs ₹1.45B YOY (+137.9%) | Net profit ₹305M vs ₹184M loss | Not stated | 🟢 Good |
| Reliance | ₹3.33T vs ₹2.6T YOY (+28.1%) | Net profit ₹255.48B vs ₹181.7B (+40.6%); EBITDA ₹566.16B vs ₹458.9B (+23.4%) | -0.21% | 🟢 Good |
| Phoenix Mills (PHOENIXLTD) | ₹11.53B vs ₹11.2B YOY (+2.9%) | Net profit ₹3.26B vs ₹3B (+8.7%); EBITDA ₹7.1B vs ₹6.7B (+6.0%) | -0.64% | 🟢 Good, moderate growth |
| Aarti Industries (AARTIIND) | ₹36.68B vs ₹21B YOY (+74.7%) | Net profit ₹1.68B vs ₹1.06B (+58.5%); EBITDA ₹4.1B vs ₹2.92B (+40.4%) | -1.49% | 🟢 Good, but margin pressure |
| TI | ₹10.35B vs ₹9.16B YOY (+13.0%) | Net profit ₹223M vs ₹527M (-57.7%); EBITDA ₹1.37B vs ₹602M (+127.6%) | -3.72% | 🟡 Mixed |
| JPL | ₹405B vs ₹363.3B YOY (+11.5%) | Net profit ₹83.39B vs ₹73.79B (+13.0%); EBITDA ₹209B vs ₹181B (+15.5%) | Not stated | 🟢 Good |
| Best Agrolife (BESTAGRO) | ₹2.87B vs ₹3.7B YOY (-22.4%) | Net profit ₹376M vs ₹383M (-1.8%); EBITDA ₹561M vs ₹617M (-9.1%) | -4.83% | 🔴 Weak |
| GMR Airports (GMRP&UI) | ₹15.27B vs ₹18.1B YOY (-15.6%) | Net profit ₹1.54B vs ₹8.88B (-82.7%); EBITDA ₹3.54B vs ₹3.67B (-3.5%) | +0.62% | 🔴 Weak results despite share-price rise |
| LCC Projects (LCCPROJECT) | ₹8.86B vs ₹6.6B YOY (+34.2%) | Net profit ₹743M vs ₹464M (+60.1%); EBITDA not reported in this entry | Not stated | 🟢 Good |
| New India Assurance (NIACL) | ₹96.32B vs ₹93.98B YOY (+2.5%) | Standalone net result: ₹12.67B loss vs ₹633M profit | -4.28% | 🔴 Very weak |
| Company | Simple explanation — what matters most |
|---|---|
| IGL | Revenue increased, but the company moved from a large EBITDA gain to an EBITDA loss compared with the previous quarter. The sharp profitability deterioration is the main concern. |
| JNPR | Revenue more than doubled and the company moved from a net loss to a profit. A strong improvement, although one quarter alone cannot establish a lasting trend. |
| Reliance | Revenue, EBITDA and net profit all grew strongly. EBITDA margin slipped from 17.72% to 17.01%, so profitability per rupee of revenue eased slightly. Overall, a strong quarter with mild margin pressure. |
| Phoenix Mills | Revenue and profit increased, but growth was modest. EBITDA margin improved from 59.79% to 61.62%. Steady improvement rather than explosive growth. |
| Aarti Industries | Revenue and net profit rose sharply, but EBITDA margin declined from 13.90% to 11.18%. Business growth is strong, but the company is generating less EBITDA per rupee of revenue. |
| TI | EBITDA more than doubled, but net profit fell by nearly 58%. Investigate why stronger operating earnings did not translate into higher net profit. |
| JPL | Revenue, EBITDA and net profit all increased, while EBITDA margin improved from 49.83% to 51.64%. Growth and operating profitability are both moving in a positive direction. |
| Best Agrolife | Revenue, EBITDA and net profit all declined. Its EBITDA margin improved from 16.90% to 19.48%, but that did not offset the weaker overall numbers. Falling sales are the key warning sign. |
| GMR Airports | Revenue declined and net profit fell sharply, although EBITDA margin improved from 20.26% to 23.20%. Check whether last year's profit included exceptional items before drawing a firm conclusion. |
| LCC Projects | Revenue grew 34% and net profit grew 60%. Positive reported growth, but more operating metrics would help assess how sustainable it is. |
| New India Assurance | Revenue edged up, but the reported standalone result swung from profit to a substantial loss. Revenue growth alone does not make this a healthy result. |
| Category | Companies | Why |
|---|---|---|
| Stronger reported results | Reliance, JPL, JNPR, LCCPROJECT | Profit growth, revenue growth, or a turnaround |
| Positive but needs closer inspection | Phoenix Mills, Aarti Industries | Growth is positive, but the quality of growth or margins needs attention |
| Mixed signals | TI | EBITDA rose sharply while net profit declined |
| Weaker reported results | IGL, Best Agrolife, GMRP&UI, NIACL | Deteriorating earnings, falling revenue, or a major profit-to-loss swing |
jay start hide
jay close hidelast line
TAGS='Sharenews'
Logged out — showing 386 public records only. Login to see 437 private items.
No memories match this filter.
Jump to detailed list ↓ · 386 clickable cards
Comments (0)
No comments yet. Be the first to share your thoughts!