Daily Brief Industrials: Delhivery , Creek & River, EJ Holdings Inc, Shin Pro Maint, Tokai Holdings, Vp PLC, Builders Firstsource, Wee Hur Holdings and more

• Electronic payments and consumption surged post the GST rate cut, with Delhivery reporting a record 104 million shipments in September 2025.
• The Ecom Express integration and festive demand have positioned Delhivery for volume leadership and margin expansion.
• With strong execution and improving capital efficiency, Delhivery is set to consolidate its dominance in India’s third-party logistics market.

• Sales increased by JPY2.3bn (+8.7% YoY), with growth in Creative (Japan) and Medical Staffing segments, despite operating profit decline.
• Progress toward FY02/26 forecast: 46.8% sales, 42.8% operating profit, 42.2% recurring profit, 69.2% net income achieved.
• CRES segment sales were JPY411mn (20x YoY), with an operating loss of JPY467mn, reflecting new subsidiary performance.

• E-J Holdings reported Q1 FY05/26 revenue of JPY4.3bn, a 39.1% YoY increase, with operating loss of JPY1.5bn.
• Orders received totaled JPY11.8bn, a 31.5% YoY increase, due to Tokyo Soil Research Co., Ltd. consolidation.
• Losses at all profit levels due to government-related revenue concentration in Q4 and consistent fixed costs.

• Revenue increased 17.0% YoY to JPY15.4bn, driven by strong Emergency and Preventive Maintenance Services performance.
• Operating profit rose 25.6% YoY to JPY1.2bn, with an OPM increase of 0.5pp YoY to 7.5%.
• Shin Maint Holdings expanded market share by acquiring new customers and projects from competitors, enhancing sales activities.

Key points (machine generated)

• TOKAI Holdings Corporation reported record Q1 FY3/26 results with net sales of ¥58,128 million and operating profit of ¥3,941 million.
• Growth was driven by the energy business, supported by a customer base of approximately 3.44 million and favorable market conditions.
• For FY3/26, the company projects net sales of ¥253,000 million and operating profit of ¥17,500 million, with a focus on a 40-50% dividend payout ratio.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

• Vp has delivered a resilient H1 performance against a backdrop of ongoing market challenges.
• Full year expectations are reiterated, with improving prospects for Rail and Water in particular.
• The Brandon Hire Station recovery plan is on course to complete by the end of the year, and the search is underway for Anna Bielby’s successor as CEO, who will inherit a business in strong shape.

Key points (machine generated)

• Builders FirstSource is the largest U.S. supplier of structural building materials and services, with 2024 net sales of $16.4 billion.
• Revenue is primarily generated from new single-family construction (71%), with diverse product offerings including lumber, windows, and manufactured products.
• Analysts consider BLDR undervalued due to expected housing starts and operational efficiencies, with chairman Paul Levy recently investing $55 million in the company.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying.
• Marco Polo Marine secured S$100 million in ship chartering contracts and expanded its fleet with new vessels.
• Frencken Group focuses on sustainable expansion with new manufacturing facilities and aims to boost semiconductor competitiveness by 2027.