EPL Just Have Broken 52 Week's HighNSE:EPL
Double digit revenue growth at 10.7%. All regions delivered strong growth.
Continued EBITDA margin improvement with Q1FY25 margin at 19.1%, an expansion of 160 bps YoY.
Absolute EBITDA grew by 20.8% YoY.
Adjusted PAT (excluding base year one off) has grown by 35.4% YoY. Reported PAT has grown by 18.2%.
Net Debt/EBITDA ratio improved to 0.67x vs 0.71x (YoY).
Return on Capital Employed (‘ROCE’) increased to 15.9% with YoY increase of 190 bp.
Company Profile
EPL manufactures multilayer plastic laminated collapsible tubes, providing specialty packaging solutions to the fast-moving consuming goods sector. EPL has 21 manufacturing plants in 11 countries across the world; the company commissioned a greenfield manufacturing unit in Brazil in FY23, with operations already getting ramped up at that unit.
Nearalltimehigh
Info Edge (India) Ltd Showing Strong Up-Side MomentumStrong operating businesses
Strong Operating Cash generation year with a run- rate of c1000 Cr plus (pre Tax) annually and growing.
Negative working capital due to advance subscription fees (Rs 925 cr as on 31/12/23)
Asset-light business models
"Zero" Debt.
Well Defined approach towards Financial Investments
AIF structure for eventual and self-sustained independent financial investment business.
Partnered with reputed Sovereign Fund (Temasek Holdings).
AIF contribution commitment is currently pegged at ~USD 212.5m
Funds created with a term of 12-14 years.
Established Dividend payout track record.
Formal dividend policy of paying 25%-40% of standalone cash PAT.
Track record of consistent dividend payout for last 16 years. Paid 28% of cash PAT as dividend till date.
Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial) as well as shiksha.com (online education information services). It also acts as an investor and has invested in many start-ups in the online space and is actively growing its investment portfolio.
Company is almost debt free.
Company has delivered good profit growth of 55.9% CAGR over last 5 years
B2B revenues (as on date) comprise ~90% of overall Naukri revenue and includes:
Resume database access (Naukri & iimjobs)
Job Posting (response management)
Employer branding (visibility)
Application tracking tools (Zwayam)
eHire - Resume short listing and Walk-ins
Assessment services (Do-select)
■ B2C includes revenue from
Job seeker services
Career enhancement services (AmbitionBox, Coding Ninjas, Naukri Learning)
NIFTY Outlook 28th November to 2nd December 2022Markets globally are looking positive due to noises growing within US Fed for loosening of the hawkish grip and slowing down of the rate hike tantrum. Sensex already made a new high and Nifty has given its highest ever monthly close last month and highest ever weekly close this week. Things right now are looking good but last week of the month can bring in some volatility and Profit booking.
Important Resistances : 18535, 18604 and finally 18984. Long Term target of Nifty 19536.
Important Supports : 18450, 18340 and finally 18133. 17973 will be a major support from now.