*Sundram Fasteners Ltd.* | *CMP* Rs. 750 | *M Cap* Rs. 15760 Cr | *52 W H/L* 840/276
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 1079.3 Cr (14.5% QoQ, 50% YoY) vs expectation of Rs. 1023.2 Cr, QoQ Rs. 942.2 Cr, YoY Rs. 719.6 Cr
EBIDTA came at Rs. 210.1 Cr (3.7% QoQ, 78.4% YoY) vs expectation of Rs. 222.6 Cr, QoQ Rs. 202.6 Cr, YoY Rs. 117.8 Cr
EBITDA Margin came at 19.5% vs expectation of 21.8%, QoQ 21.5%, YoY 16.4%
Adj. PAT came at Rs. 130 Cr vs expectation of Rs. 137.7 Cr, QoQ Rs. 124.2 Cr, YoY Rs. 58.1 Cr
Quarter EPS is Rs. 6.2
Share is trading at P/E of 33.4x FY22E EPS

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BHARAT FORGE ACQUIRES NOUVEAU POWER & INFRASTRUCTURE

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#Results #Tomorrow FRIDAY

#NiftyWaali
HDFC
Ultratech Cement

#VaydaWaali
Dabur India
Cholamandalam Investment
Navin Fluorine

#CashWaali
EIH
Godrej Agrovet
GE Shipping
Kansai Nerolac
Pioneer Distilleries
Steel Strips
Sutlej Textiles, etc


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Coforge concall Update
(Nirmal Bang Retail Research)
*Outlook – Positive*
FY22 - Coforge has given strong guidance of growing organic growth of at least 17% in constant currency terms. Expansion of EBITDA margin (excluding ESOP and acquisition related costs) from 18% in FY’21 to 19% in FY’22. Reversal of discounts in travel vertical, higher offshoring , higher operational efficiency will be the levers for margin expansion going ahead which will help in offsetting the wage hike which will happen this year
Coforge acquisition of slk global will have 11 months impact this year
• CC terms revenue grew by 5.1% QoQ, Dollar revenue came at $172.1 mn (+7.1% QoQ)
• order intake( $ mn) came at $ 201 mn (USA -119 , EMEA – 65, ROW-17). With this Cumulative order intake during the year is US$ 781 million
• Order executable in next 12 months came at $ 520 mn vs QoQ $ 501 mn, YoY $ 468 mn
• EBITDA Margin came in muted at 16.6% vs QoQ 16.9%.Q4FY21 had impact of 1 time bonus more than 85% of employees selective wage hike for high people
• On vertical front, BFS which grew muted QoQ is expected to rebound strongly in Q1. With vaccination happening, and with most of the customers are out of the bottom, travel vertical is expected to grow going ahead. Manufacturing, retail , govt outside india , hitech which grew QoQ, is also expected to show strong momentum going ahead.
• Robust hiring led to higher headcount in Q4FY21 at 12391 employees . Company plans to add 1000 employees next year
• Adj. PAT came at Rs. 133 Cr Quarter EPS is Rs. 21.9
• Share is trading at P/E of 34.2x FY22E EPS


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*Hikal Ltd.* | *CMP* Rs. 336 | *M Cap* Rs. 4143 Cr | *52 W H/L* 336/97
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 532.5 Cr (14.9% QoQ, 40.5% YoY) vs QoQ Rs. 463.3 Cr, YoY Rs. 379 Cr
EBIDTA came at Rs. 109.3 Cr (19.6% QoQ, 54.7% YoY) vs QoQ Rs. 91.3 Cr, YoY Rs. 70.6 Cr
EBITDA Margin came at 20.5% vs QoQ 19.7%, YoY 18.6%
Adj. PAT came at Rs. 50.9 Cr vs QoQ Rs. 40.3 Cr, YoY Rs. 24.5 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 31x FY22E EPS


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*Apcotex Industries Ltd.* | *CMP* Rs. 254 | *M Cap* Rs. 1317 Cr | *52 W H/L* 254/84
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 186.9 Cr (13.6% QoQ, 61.7% YoY) vs QoQ Rs. 164.6 Cr, YoY Rs. 115.6 Cr
EBIDTA came at Rs. 30 Cr (23.7% QoQ, 280.6% YoY) vs QoQ Rs. 24.3 Cr, YoY Rs. 7.9 Cr
EBITDA Margin came at 16.1% vs QoQ 14.8%, YoY 6.8%
Adj. PAT came at Rs. 22.6 Cr vs QoQ Rs. 16.6 Cr, YoY Rs. 3.1 Cr
Quarter EPS is Rs. 4.4
Share is trading at P/E of 33.6x FY22E EPS


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*IIFL Finance Ltd. - C * | *CMP* Rs. 266 | *M Cap* Rs. 10069 Cr | *52 W H/L* 347/58
(Nirmal Bang Retail Research)
*Result has improved*
Asset quality details are awaited
NII came at Rs. 779 Cr vs YoY Rs. 652 Cr, QoQ Rs. 743 Cr
PBP came at Rs. 389 Cr vs YoY Rs. 306 Cr, QoQ Rs. 360 Cr
Provision came at Rs. 69 Cr vs YoY Rs. 291 Cr, QoQ Rs. 11 Cr
Contingent provisions are at Rs. 248 Cr (0.7% of loans) vs QoQ Rs. 609 Cr (2.0%)
PAT came at Rs. 248 Cr vs YoY Rs. 59 Cr, QoQ Rs. 268 Cr
Quarter EPS is Rs. 6.5
Share is trading at 1.9x trailing P/BV


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*Solara Active Pharma Science ltd.* | *CMP* Rs. 1661 | *M Cap* Rs. 5968 Cr | *52 W H/L* 1661/439
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 444.2 Cr (4.1% QoQ, 49.7% YoY) vs QoQ Rs. 426.7 Cr, YoY Rs. 296.8 Cr
EBIDTA came at Rs. 99.1 Cr (-5.9% QoQ, 97.9% YoY) vs QoQ Rs. 105.3 Cr, YoY Rs. 50.1 Cr
EBITDA Margin came at 22.3% vs QoQ 24.7%, YoY 16.9%
Adj. PAT came at Rs. 56.6 Cr vs QoQ Rs. 65.8 Cr, YoY Rs. 17.8 Cr
Quarter EPS is Rs. 15.8
Share is trading at P/E of 20.7x FY22E EPS


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*Blue Star Ltd.* | *CMP* Rs. 834 | *M Cap* Rs. 8028 Cr | *52 W H/L* 1025/452
(Nirmal Bang Retail Research)
*Result is broadly in-line with expectations*
Revenue from Operations came at Rs. 1611.6 Cr (43.4% QoQ, 24% YoY) vs expectation of Rs. 1551.5 Cr, QoQ Rs. 1123.9 Cr, YoY Rs. 1299.4 Cr
EBIDTA came at Rs. 101.8 Cr (24.8% QoQ, 172.7% YoY) vs expectation of Rs. 105.7 Cr, QoQ Rs. 81.6 Cr, YoY Rs. 37.3 Cr
EBITDA Margin came at 6.3% vs expectation of 6.8%, QoQ 7.3%, YoY 2.9%
Adj. PAT came at Rs. 68 Cr vs expectation of Rs. 56.8 Cr, QoQ Rs. 36.7 Cr, YoY Rs. 9.8 Cr
Quarter EPS is Rs. 7.1
Share is trading at P/E of 40.3x FY22E EPS

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Mindtree put option call given to Premium group members yesterday where we entered at 50.1 and 45
Avg price 47.5

Here sl got hit we exited at 30

Loss of 17.5 points

Sorryy🙏🙏

Nifty bull spread call given to Premium group members where in our cost was 31 points and made a high of 84 ❤️

Net 53 points done ❤️

53*75
3975₹ profit done ❤️✅