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Bullboard - Stock Discussion Forum H2O Innovation Ord Shs 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... see more

OTCQX:HEOFF - Post Discussion

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Post by Possibleidiot01 on Feb 14, 2023 9:44am

Q2

Overall 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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