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Securities in Ban For Trade Date 10-MAY-2021: F&O Segment.

BHEL
NATIONALUM
SUNTV
TATACHEM

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*navin fluorine international ltd.* | *cmp* rs. 3370 | *m cap* rs. 16682 cr | *52 w h/l* 3370/1375
(nirmal bang retail research)
*result is in-line with expectations*
revenue from operations came at rs. 336.4 cr (8.8% qoq, 21.6% yoy) vs expectation of rs. 310.9 cr, qoq rs. 309.1 cr, yoy rs. 276.6 cr
ebidta came at rs. 84.2 cr (4.7% qoq, 22.5% yoy) vs expectation of rs. 79.7 cr, qoq rs. 80.5 cr, yoy rs. 68.8 cr
ebitda margin came at 25% vs expectation of 25.6%, qoq 26%, yoy 24.9%
adj. pat came at rs. 59.3 cr vs expectation of rs. 56.9 cr, qoq rs. 58.9 cr, yoy rs. 272.7 cr
quarter eps is rs. 12
share is trading at p/e of 59.4x fy22e eps

*godrej agrovet ltd.* | *cmp* rs. 515 | *m cap* rs. 9892 cr | *52 w h/l* 569/349
(nirmal bang retail research)
*result is marginally above expectations*
revenue from operations came at rs. 1462.5 cr (-4.2% qoq, -10.1% yoy) vs expectation of rs. 1463.1 cr, qoq rs. 1526.2 cr, yoy rs. 1627.7 cr
ebidta came at rs. 112.2 cr (-0.2% qoq, -11.1% yoy) vs expectation of rs. 106.2 cr, qoq rs. 112.4 cr, yoy rs. 126.3 cr
ebitda margin came at 7.7% vs expectation of 7.3%, qoq 7.4%, yoy 7.8%
adj. pat came at rs. 63.4 cr vs expectation of rs. 53.3 cr, qoq rs. 61.6 cr, yoy rs. 84.5 cr
quarter eps is rs. 3.3
share is trading at p/e of 25.9x fy22e eps

*kansai nerolac paints ltd.* | *cmp* rs. 591 | *m cap* rs. 31850 cr | *52 w h/l* 680/333
(nirmal bang retail research)
*result is in-line with expectations*
revenue from operations came at rs. 1330.5 cr (-9.7% qoq, 34.7% yoy) vs expectation of rs. 1257.1 cr, qoq rs. 1473.4 cr, yoy rs. 988 cr
ebidta came at rs. 203.4 cr (-29.8% qoq, 59.1% yoy) vs expectation of rs. 202 cr, qoq rs. 289.8 cr, yoy rs. 127.8 cr
ebitda margin came at 15.3% vs expectation of 16.1%, qoq 19.7%, yoy 12.9%
adj. pat came at rs. 127.8 cr vs expectation of rs. 130.6 cr, qoq rs. 201.9 cr, yoy rs. 71.5 cr
quarter eps is rs. 2.4
share is trading at p/e of 47.4x fy22e eps

*ultratech cement ltd.* | *cmp* rs. 6485 | *m cap* rs. 187192 cr | *52 w h/l* 7056/3231
(nirmal bang retail research)
off-take came at 27.8mnt vs expectation of 27mnt, qoq 23.88mnt, yoy 21.44mnt
*result ahead of expectation*
revenue from operations came at rs. 14405.6 cr (17.6% qoq, 34.1% yoy) vs qoq rs. 12254.1 cr, yoy rs. 10745.6 cr
ebidta came at rs. 3690.4 cr (19.3% qoq, 51.1% yoy) vs qoq rs. 3094.3 cr, yoy rs. 2442.7 cr
ebitda margin came at 25.6% vs qoq 25.3%, yoy 22.7%
adj. pat came at rs. 1775.2 cr vs qoq rs. 1584.3 cr, yoy rs. 3242.8 cr
quarter eps is rs. 61.5
share is trading at ev/ebitda of 15.2 fy23 ebitda

*cholamandalam investment & finance company ltd. -s* | *cmp* rs. 569 | *m cap* rs. 46660 cr | *52 w h/l* 588/120
(nirmal bang retail research)
*result is below expectations* due to higher opex and higher provisions
nii came at rs. 1342 cr vs expectation of rs. 1333 cr, yoy rs. 1015 cr, qoq rs. 1364 cr
pbp came at rs. 828 cr vs expectation of rs. 962 cr, yoy rs. 614 cr, qoq rs. 996 cr
provision came at rs. 504 cr vs expectation of rs. 277 cr, yoy rs. 557 cr, qoq rs. 445 cr
provision was high as co made covid provisions of rs. 350 cr during the qtr taking total contingent provisions to rs. 1100 cr (1.4% of aum)
pat came at rs. 243 cr vs expectation of rs. 456 cr, yoy rs. 43 cr, qoq rs. 409 cr
aum came at rs. 76529 cr vs yoy rs. 66943 cr, qoq rs. 75813 cr
disbursement came at rs. 8071 cr vs yoy rs. 5663 cr, qoq rs. 7926 cr
gross npa (%) came at 3.96% vs qoq 3.75%
net npa (%) came at 2.21% vs qoq 2.27%
quarter eps is rs. 3
share is trading at p/e of 21.1x fy22e eps & 4.9x trailing p/bv

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MARKET WIZARD NEWSLETTER ISSUE 9

Fundamental Stocks

▶️ Star Cements
▶️ Satia Industries
▶️ Tide Water Oil Company (India) Limited
▶️ Castrol India Limited

Technical Stocks

▶️ Himatsingka Seida Limited
▶️ Kolte Patil Developers Limited
▶️ Mishra Dhatu Nigam Limited
▶️ Monte Carlo Fashion Limited
▶️ Raymond Limited

TEAM MARKET WIZARD

*Avenue Supermarts Ltd.* | *CMP* Rs. 2889 | *M Cap* Rs. 187126 Cr | *52 W H/L* 3330/1900
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 7411.7 Cr (-1.7% QoQ, 18.5% YoY) vs expectation of Rs. 7477.3 Cr, QoQ Rs. 7542 Cr, YoY Rs. 6255.9 Cr
EBIDTA came at Rs. 612.7 Cr (-11.1% QoQ, 46.8% YoY) vs expectation of Rs. 573.1 Cr, QoQ Rs. 689.1 Cr, YoY Rs. 417.3 Cr
EBITDA Margin came at 8.3% vs expectation of 7.7%, QoQ 9.1%, YoY 6.7%
Adj. PAT came at Rs. 413.9 Cr vs expectation of Rs. 370.5 Cr, QoQ Rs. 447 Cr, YoY Rs. 271.3 Cr
Quarter EPS is Rs. 6.4
Share is trading at P/E of 95x FY22E EPS

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DRDO developed anti-COViD drug 2-DG comes in powder form in sachet; is taken orally by dissolving it in water: Defence Ministry

DRDO's 2-DG drug accumulates in virus infected cells; prevents virus growth by stopping viral synthesis, energy production: Defence Ministry

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▪️BANDHAN BANK Q4 : Gross NPA down to 6.81 % from 7.12 % PROFORMA (QOQ)

Net NPA up To 3.51 % from 2.36 % Proforma (QOQ)

Provision Jumps 50 % to Rs 1594 cr (QOQ)

▪️Bandhan Bank Q4 : Net Profit Down 80 % to Rs 103 cr (YOY)

NII up 5 % to Rs 1757 cr

▪️AVENUE SUPERMART Q4 : Net Profit Up 52 % to Rs 414 cr (YOY)

Revenue Up 18 % to Rs 7411 cr

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DMart Q4 results: Profit soars 53% to Rs 414 crore; over 80% stores hit by Covid 2.0
http://www.ecoti.in/0EJm5a15
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