Pirum’s Post

Snapshot of Q1 FY25:   ✅ 15% YoY revenue growth with market share gains across US, UK and Germany ✅ Enhanced gross margins from better realizations, product mix, and efficient sourcing ✅ Customer base reaches a record tally of 636k ✅ Strong balance sheet with net cash positive balance of ₹158 crores    Reaffirm our full-year revenue guidance of 14%-17% with operating leverage. The Board has declared a first interim dividend of ₹1.5 per equity share, representing a 90% payout. https://lnkd.in/g6CpyCb9 #q1fy25results #Profitability #QuarterlyResults #dividends #marketshare #ESG

As we close the earnings season for 4Q23, we continue to see differences between sales and earning per share. The top line growth has slowed down significantly from prior quarters, and the bottom line is “manufactured” to please the market. Proof of that is the chart below: it shows the median difference between Non-GAAP and GAAP (generally accepted accounting principles) compliant earnings per share. There is more than a 30% difference between both. Periodically and cyclically, companies use “adjustments” that deviate from the norm, and that typically coincide with the end of the cycle, where tight valuations push the C-suite to be creative in order to meet analysts expectations. Want to know more? join Fund@mental here https://lnkd.in/ewBZ9GK4 #iamfundamental #soyfundamental #wealthmanagement #familyoffice #financialadvisor #financialplanning #policymistake #ratecut #stagflation

Earlier this week, RapidRatings was featured in #SupplyChainDive Small suppliers (often private companies), the backbone of the global supply chain, have been hit hard by rising interest rates and overall increased costs in recent years. The financial strain is leading to a troubling rise in bankruptcies and supply chain disruptions. Find out how #RapidRatings can provide your company transparency into the financial health of key privately held suppliers to proactively manage risk. #supplychain #supplychainriskmanagement #supplychainrisk #supplierrisk #scrm #thirdpartyriskmanagement #tprm https://lnkd.in/dX_THWav

**Only put off until tomorrow what you are willing to die having left undone** United Parcel Service (UPS) has faced some challenges in the past year, causing it to underperform the broader market. However, analysts remain cautiously optimistic about the stock's future prospects. Despite its recent struggles, UPS is a well-established company in the logistics and delivery industry. As the demand for e-commerce continues to grow, UPS stands to benefit from increased package deliveries. Additionally, the company has been focusing on expanding its international operations, which could lead to further growth opportunities. While there are some concerns about rising fuel costs and potential regulatory changes in the industry, UPS has a strong track record of adapting to market dynamics and finding innovative solutions. Investors should consider the moderate optimism surrounding UPS as an opportunity to act and avoid the Fear of Missing Out (FOMO). As the healthcare landscape evolves, investing through Health Savings Accounts (HSAs) can provide long-term financial benefits. By diversifying your investment portfolio and taking advantage of tax advantages offered by HSAs, you can secure your family's health and financial well-being. Don't wait any longer! Take action today to invest in UPS and harness the power of HSA investing. #hsa #investing #healthcare #health #family #wellness 💪💰📈

After 2023 was a year in which improving valuations delivered strong gains, this year, earnings will likely have to do the heavy lifting. Read more of our weekly market commentary here: https://hubs.la/Q02gM1B30 #Cortburg

Did you know that through Q2, S&P 500 companies profit margins are now at the 2nd highest level on record? Profit margin expansion doesn’t happen if we’re in or near a recession.

After 2023 was a year in which improving valuations delivered strong gains, this year, earnings will likely have to do the heavy lifting. Read more of our weekly market commentary here: https://hubs.la/Q02gMljR0 #Cortburg

Profit margins expanded quarter over quarter by a not insignificant 0.4%, indicating companies did a good job controlling costs. More in our Weekly Market Commentary: https://lnkd.in/eZ4bTt4Z

Performance metrics are used to assess a company’s operational efficiency and financial health, offering insights to investors and managers. 💫 Earnings Per Share (EPS): Measures profitability per share. 💫 Price-to-Earnings (P/E) Ratio: Evaluates stock valuation against industry benchmarks. 💫 Dividend Payout Ratio: Indicates how much of earnings are returned to shareholders versus reinvested. 💫 Asset Turnover: Shows how efficiently assets generate revenue. Variance Analysis compares actual results to budgeted or planned figures to assess performance. It identifies: 🟡 Flexible Budget Variances: Differences between actual and expected results. 🟡 Sales Activity Variances: Impact of sales volume deviations. Analyzing these variances helps businesses detect performance issues and make strategic adjustments. #PerformanceMetrics #VarianceAnalysis #FlexibleBudget #SalesActivityVariances #EarningsPerShare #PricetoEarningsRatio #DividendPayoutRatio #AssetTurnover #financialhealth #financialanalysis #finance #financialmanagament #Balancescorecard

Discover the latest Q2 earnings insights for the S&P 500, with 75% of companies reporting an 11% year-over-year EPS growth and a 4.6% average upside surprise. Learn about sector performances, forward estimates, and the S&P 500’s price-to-earnings adjustments in this comprehensive update.