In today’s briefing:
- Latent View Analytics Limited: Q3 FY25 Earnings Analysis
- Aegis Vopak Pre-IPO: Expanding Rapidly but Lots of Debt
- Natco Pharma Q3 FY25 Earnings Analysis: 20% Lower Circuit Post Result
- Veeda Clinical Research Ltd Pre-IPO Tearsheet
- Dhampur Bio Organics Limited: Q3 & 9M FY25 Quarterly Update
- HIL Limited: Q3 & 9M FY25 Earnings Analysis
- Globus Spirits Limited Q3 FY25: Navigating Cost Pressures & Charting Future Growth
Latent View Analytics Limited: Q3 FY25 Earnings Analysis
- Revenue rose 37.5% YoY and 9% QoQ, boosted by Decision Point contributions and a major deal win.
- Robust growth in revenue and EBITDA underscores Latent View’s ability to secure strategic client wins, strengthening its competitive edge in data analytics.
- Company is tracking towards its $ 100-110 Mn, where they have plan to reach upto $200 Mn in next 3 years.
Aegis Vopak Pre-IPO: Expanding Rapidly but Lots of Debt
- Aegis Vopak Terminals Ltd (1902844D IN) is looking to raise about US$415m in its upcoming India IPO.
- Aegis Vopak (AV) is the largest Indian third-party owner and operator (in terms of storage capacity) of tank storage terminals for liquified petroleum gas (LPG) and liquid products.
- In this note, we look at the firm’s past performance.
Natco Pharma Q3 FY25 Earnings Analysis: 20% Lower Circuit Post Result
- There will be significant drop in revenue in FY26 due to the loss of exclusivity of the key product, but company is looking for acquisition & doing R&D.
- Natco is focusing on launching the oral version of Semaglutide in the Indian market and is awaiting regulatory approvals for clinical trials.
- Primary reason of fall in revenue was the absence of sales from a key product.
Veeda Clinical Research Ltd Pre-IPO Tearsheet
- Veeda Clinical Research Ltd (3340714Z IN) (VCRL) is looking to raise about US$115m in its upcoming India IPO. The bookrunners for the deal are Axis, CLSA, IIFL, SBI.
- VCRL is a global contract research organization offering comprehensive drug development services, including non-clinical, pre-clinical, clinical trials, and studies across diverse drug types like generics, biosimilars, and medical devices.
- The company operates in key global markets, including North America, Europe, and Asia, with a presence in India.
Dhampur Bio Organics Limited: Q3 & 9M FY25 Quarterly Update
- Dhampur Bio Organics (DBOL IN)’ Q3 FY25 revenue surged 74.33% YoY, fueled by robust sugar and country liquor performance amid increased sales volumes.
- The significant revenue growth indicates strong market demand and positions DBO to transition toward value-added sugar production, mitigating commodity risks.
- Despite operational challenges and declining EBITDA margins, DBO’s strategic focus on premiumization and improved cane development underscores resilient long-term growth potential.
HIL Limited: Q3 & 9M FY25 Earnings Analysis
- HIL Ltd (HIL IN)‘s Q3 FY25 revenue grew modestly by 3% YoY, but EBITDA and PAT declined amid weak industry demand and sluggish pricing.
- Lower government spending and volatile input costs underscore significant challenges in the building solutions segment, impacting overall profitability.
- Investors should remain cautious, yet note strategic initiatives, such as distribution expansion and new product launches, offer potential for future growth.
Globus Spirits Limited Q3 FY25: Navigating Cost Pressures & Charting Future Growth
- Globus Spirits (GBSL IN)’ Q3 FY25 performance saw a 12.5% YoY revenue decline and significant cost pressures, while its consumer segment, especially luxury posted remarkable double-digit growth.
- After reduction of FCI price, Company anticipate achieving margins of Rs. 5-7 per liter from ethanol, aiming for a long-term average of Rs. 7 per liter.
- From Q4 onwards, manufacturing segment will also perform well along with growth in the consumer segment as well.
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