*Adani Total Gas Ltd.* | *CMP* Rs. 1252 | *M Cap* Rs. 137695 Cr | *52 W H/L* 1252/0
(Nirmal Bang Retail Research)
*Result has declined QoQ*
Revenue from Operations came at Rs. 584.5 Cr (17.8% QoQ, 26.4% YoY) vs QoQ Rs. 496.1 Cr, YoY Rs. 462.3 Cr
EBIDTA came at Rs. 204.7 Cr (-3.8% QoQ, 21.9% YoY) vs QoQ Rs. 212.8 Cr, YoY Rs. 168 Cr
EBITDA Margin came at 35% vs QoQ 42.9%, YoY 36.3%
Adj. PAT came at Rs. 143.7 Cr vs QoQ Rs. 145.9 Cr, YoY Rs. 121.4 Cr
Quarter EPS is Rs. 1.3
Share is trading at P/E of 291.2x TTM EPS

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*Block Deals Maithan Alloys*

Promoter Bhagwati Syndicate bought 1.33 lakh shares (0.46%) at Rs 838 per share. Promoter Subhas Agarwalla sold 1.33 lakh shares (0.46%) at Rs 838 per share.


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This is so humorous:


ITC at 8:59 A.M.:

"Mummy, mai zara ghoomke aatha huu".

Mummy: "Zyda duur mat jana beta".

ITC: "mai kaha jaoonga Mummy.... idhar hi aas pas 202-203 ya 199-198 tak jaake, 3:30pm tak waapas aaoonga".

Mummy: "Ghar ka number yaad rakha, 200 hai"..

*Special Note:*
👇🏻👇🏻
Are you short-tempered in your life, Do you have anger issues, Do you have lack of patience in life?
.
.
.
.
.
*Invest 1 lakh in ITC, these stocks will teach you patience.*


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*Aarti ind to consider bonus issue along with results on 11th May 2021*


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SBILIFE - RESULT INLINE WITH EXP
MAH HOLIDAYS - RESULT DECLINED
KOTAK BANK - RESULT BELOW EXP
IDBI BANK - RESULT OK
SUPREME INDUS - RESULT ABOVE EXP
TATA CHEMICALS - RESULT BELOW EXP
L&T TS - RESULT BELOW EXP
HOME FIRST FIN - RESULT OK
SKIPPER - RESULT OK
ALEMBIC PHARMA - RESULT INLINE WITH EXP
SRIPIPES - RESULT DECLINED
MOREPEN LAB - RESULT OK
DCM SHRIRAM - RESULT OK
ELANTAS BECK - RESULT DELCINED
ADANI PORT - RESULT BELOW EXP
APOLLO PIPES - RESULT OK


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FII IN DERIVATIVES SEGMENT ( PROVISIONAL ) 04- 05-2021
INDEX FUT : - 287.60
INDEX OPT : + 1870.22
STOCK FUT : + 1178.02
STOCK OPT : - 66.99

NIFTY 3 MONTH PCR @ 0.92 V/S YESTERDAY'S 1.07 & 6 TH MAY WEEKLY @ 0.83
BANK NIFTY 3 MONTH PCR @ 0.77 V/S 0.84 & 6TH MAY WEEKLY @ 1.09

Prov Data 04 - May -2021
FII/FPI Net: - 1772.37
DII Net: + 987.34.


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Unemployment in India is on the rise again as more and more states impose restrictions to curb the spread of COVID-19 in this second wave.

Data shows India’s unemployment rate has hit the highest level since June last year


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S&P Dow Jones brings bitcoin, ethereum to Wall St with cryptocurrency indexes

https://economictimes.indiatimes.com/markets/forex/sp-dow-jones-brings-bitcoin-ethereum-to-wall-st-with-cryptocurrency-indexes/articleshow/82390353.cms

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4 Equity Mutual Funds With Returns Of More Than 60% In 1-Year - Goodreturns https://www.goodreturns.in/amphtml/personal-finance/investment/4-equity-mutual-funds-with-returns-of-more-than-60-in-1-year-1209219.html

APOLLO PIPES: Q4 SL NET PROFIT 166M RUPEES VS 62M (YOY), 163M (QOQ)

APOLLO PIPES: Q4 REVENUE 1.74B RUPEES VS 941M (YOY)

SALES VOL 6% YOY
EBITDA UP 60% YOY


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#Results #Tomorrow WEDNESDAY

#NiftyWaali
Tata Steel

#VaydaWaali
Adani Enterprises
Deepak Nitrite

#CashWaali
ABB Power
Adani Green
Angel Broking
Blue Dart
Ceat
Gillette Indiaa
JM Financial
Kirloskar Ferrous
Megasoft
Oracle Financial


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CLSA on *SBI Life*: Maintains Buy call on company, raise target price at Rs 1250/Sh (Positive)

MS on *SBI Life*: Maintains Overweight call on company, target price at Rs 1275/Sh (Positive)

Nomura on *SBI Life*: Maintains Buy call on company, target price at Rs 1175/Sh (Neutral)

CLSA on *Supreme Ind*: Maintains Underweight call on company, raise target price at Rs 2150/Sh (Neutral)

CS on *SBI Life*: Maintains Neutral call on company, target price at Rs 930/Sh (Neutral)

Jefferies on *Kotak Bank*: Maintains Buy call on Bank, cut target price at Rs 2200/Sh (Neutral)

CLSA on *Kotak Bank*: Maintains Underperform call on Bank, target price at Rs 1850/Sh (Neutral)

MS on *Kotak Bank:* Maintains Equal-weight call on Bank, cut target price at Rs 1900/Sh (Negative)

HSBC on *Kotak Bank:* Maintain Reduce call on Bank, cut target price at Rs 1490/Sh (Negative)

CS on *Kotak Bank:* Maintain neutral call on Bank, target price at Rs 1680/Sh (Negative)


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*4-May: Prov Cash: Rs.crs:*
*FIIs: -1772.37* (5849.01-7621.38)
*DIIs: +987.34* (4952.60-3965.26)


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US TREASURY SECRETARY YELLEN: INTEREST RATES CAN RISE SLIGHTLY AS A CONSEQUENCE OF REALLOCATION.

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Manipal takes over Columbia Asia, emerges second largest healthcare chain

https://economictimes.indiatimes.com/industry/healthcare/biotech/healthcare/manipal-takes-over-columbia-asia-emerges-second-largest-healthcare-chain/articleshow/82324255.cms

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*Larsen & Toubro Infotech Ltd.* | *CMP* Rs. 3847 | *M Cap* Rs. 67227 Cr | *52 W H/L* 4500/1385
(Nirmal Bang Retail Research)
*Result is marginally ahead of expectation*
CC QoQ came at 4.4% vs expectation of 4%, QoQ 5.3%, YoY 4.7%
Dollar revenue came at $ 447.4 Mn,(4.6% QoQ, 9.1% YoY) vs expectation of $ 447 Mn, QoQ $ 427.8 Mn, YoY $ 409.9 Mn
Net sales came at Rs. 3269.4 Cr (3.7% QoQ, 8.5% YoY) vs expectation of Rs. 3266 Cr, QoQ Rs. 3152.8 Cr, YoY Rs. 3011.9 Cr
EBIT came at Rs. 632.9 Cr (-2.7% QoQ, 21.4% YoY) vs expectation of Rs. 616.4 Cr, QoQ Rs. 650.2 Cr, YoY Rs. 521.3 Cr
EBIT Margin came at 19.4% vs expectation of 18.9%, QoQ 20.6%, YoY 17.3%
Adj. PAT came at Rs. 545.7 Cr vs expectation of Rs. 497.4 Cr, QoQ Rs. 518.7 Cr, YoY Rs. 444.7 Cr
Quarter EPS is Rs. 31.2
Stock is trading at P/E of 30.3x FY22E EPS


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Bulk Deal as on 04-05-21

Bajaj Hindustan Sugar
- 65.02 Lk @ 9.01 Abdul Azees

Dwarikesh Sugar
- 12 Lk @ 48.03 VLS Finance Ltd

Kothari Sugar
- 4.39 Lk @ 32.34 Mt Corporation

Magma Fincorp
+ 42.50 Lk @ 111.05 Aditya Birla Sun Life Mutual Fund
+ 17.90 Lk @ 111.05 Kuwait Investment authority
+ 50 Lk @ 111.05 Nippon India Mutual Fund
+ 33.37 Lk @ 113 SMC Real Estate Advisor Pvt Ltd
+ 14.75 Lk @ 116.4 Mansi Share & Stock Advisor Pvt Ltd
+ 11.31 Lk @ 116.7 Db Int Own Trading
- 1.51 Crore @ 115.13 Lavender Investment
Ltd
- 2.33 Crore @ 111.06 True North Fund V Llp

Uttam Sugar
- 1.99 Lk @ 145.18 Rohan S hegde


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FII and DII Trading activities as on 04May2021
FII F&O (Net)+2693.65Cr
FII INDEX FUTURES-287.6Cr
FII INDEX OPTIONS+1870.22Cr
FII STOCK FUTURES+1178.02Cr
FII STOCK OPTIONS-66.99Cr
FII CASH-1772.37Cr
DII CASH+987.34Cr


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*Greaves Cotton Ltd.* | *CMP* Rs. 143 | *M Cap* Rs. 3306 Cr | *52 W H/L* 158/66
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 520.4 Cr (5.2% QoQ, 34.8% YoY) vs QoQ Rs. 494.6 Cr, YoY Rs. 386.2 Cr
EBIDTA came at Rs. 41.6 Cr (-15.3% QoQ, 76.2% YoY) vs QoQ Rs. 49.1 Cr, YoY Rs. 23.6 Cr QoQ (lower EBITDA is on account of higher losses in E Mobility though revenue grew 19% QoQ)
EBITDA Margin came at 8% vs QoQ 9.9%, YoY 6.1%
Adj. PAT came at Rs. 13.2 Cr vs QoQ Rs. 24.8 Cr, YoY Rs. 5.6 Cr Lower PAT is on account of higher Tax
Quarter EPS is Rs. 0.6
Share is trading at P/E of 21.8x FY22E EPS

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*Alembic Pharma – Q4FY21 Concall Update – Nirmal Bang Sec.*
*Outlook – Neutral for near term*
*_The company is guiding for Rs 50 EPS for FY22 against Rs 60.8 in FY21 due to US coming off from high base and new facilities are likely to start contributing by 2HFY22 at the earliest. With this background we believe the stock is likely to be range bound in near term_*

The stock is trading at 20xFY22E consensus earnings

• Capex for the quarter was Rs 178 cr and for Rs 687 cr for FY21; going forward there would be maintenance capex as major project related capex is over – could be in the range of Rs 500 -600 cr
• Financial assistance for Aleor for the quarter is Rs 20 cr and for the year is Rs 145 cr
• Borrowings – gross Rs 500 cr; net debt Rs 208 cr vs 1674 cr in FY20

*_International Business_*
• Witnessed all around growth – API, US, ex US
• New General Injectible plant – was inspected in Feb and the company received 5 inspections which as per the management are procedural in nature
• Sartans prices have come down due to higher competition however overall the lucrative opportunity lasted much more than the company had anticipated resulting in strong cash flows
• R&D for the quarter was Rs 195 cr (15% of sales) and for the year it was Rs 670 cr 12% of sales
• Filed 29 ANDAs in FY21; Received 4 approvals during the quarter; launched 3 products in Q4 and 16 for FY21; *for FY22 – it is likely to launch 15 products*
• US Generics’s revenues grew by 18% to Rs 475 cr during the quarter and Ex-USA generics continued the growth to 77% to Rs 233 cr for the quarter mainly due to weak quarter last year. *For FY22 the ex-US business is likely to grow 10-15%*
• API business grew by 38% to Rs 214 cr
• For US generics, the new base is $50-60mn quarterly run rate against earlier of $70-75 mn due to decline in prices of Sartans
• *So going forward overall US business would see a decline to muted growth*
• API – 1st half was more robust due to disruption in supplies from China which was normalised in 2H. – *API business is likely to grow by 10% in FY22*
• *Maintain Rs 50 EPS guidance for FY22 (against Rs 60.8 in FY21)*
• Expect acute growth to come back in FY22 though still early to say


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