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H2O Innovation Ord Shs V.HEO


Primary Symbol: HEOFF

H2O Innovation Inc. is a Canada-based water solutions company, which is focused on providing technologies and services to its customers. The Company designs and provides custom-built, and integrated water treatment solutions based on membrane filtration technology for municipal, energy and natural resources end-users. The Company’s segments include Water Technologies & Services (WTS), Specialty Products (SP), and Operation & Maintenance (O&M). WTS segment designs and builds custom water, wastewater, and water reuse systems. It is engaged in applying membrane technologies and engineering expertise to deliver equipment and services to municipal and industrial water, wastewater, and water reuse customers. SP segment manufacture and supply a complete line of specialty chemicals, consumables, and engineered products for the global water treatment industry. O&M provides contract operations and associated services for water and wastewater treatment systems.


OTCQX:HEOFF - Post by User

Post by Possibleidiot01on Feb 14, 2023 9:44am
297 Views
Post# 35284945

Q2

Q2Overall the headline results sound impressive - 27% organic growth , revenue growth of 52% but then we get to the gross profit - 26.6% vs 26.4%.
The whole situation  reads like Groundhog Day IMO despite the headlines.
The key part of the release is 

"Despite the increase in SG&A expenses, the percentage of expenses over revenues for the three and six-month periods decreased respectively by 0.4% and 1,3%, showing the scalability of the Corporation’s business model as revenues continue to grow. Investments made in sales and business development are paying off since revenues are growing faster than the SG&A ratio."

Maybe costs are gradually getting under control  and "the measures taken to mitigate price increases in raw materials and rapid inflation in wages are starting to reflect positively on our gross profit margins."
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