*HSIL Ltd.* | *CMP* Rs. 173 | *M Cap* Rs. 1243 Cr | *52 W H/L* 200/47
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 633.2 Cr (16.9% QoQ, 37.3% YoY) vs QoQ Rs. 541.5 Cr, YoY Rs. 461 Cr
EBIDTA came at Rs. 96.7 Cr (2.2% QoQ, 77.9% YoY) vs QoQ Rs. 94.6 Cr, YoY Rs. 54.3 Cr
EBITDA Margin came at 15.3% vs QoQ 17.5%, YoY 11.8%
Adj. PAT came at Rs. 43.8 Cr vs QoQ Rs. 35.9 Cr, YoY Rs. 3.4 Cr
Quarter EPS is Rs. 6.1
Share is trading at P/E of 12.6x TTM EPS


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*Oriental Aromatics Ltd.* | *CMP* Rs. 866 | *M Cap* Rs. 2914 Cr | *52 W H/L* 866/133
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 221.4 Cr (16.1% QoQ, 30.5% YoY) vs QoQ Rs. 190.7 Cr, YoY Rs. 169.7 Cr
EBIDTA came at Rs. 33.3 Cr (-37.7% QoQ, -6.4% YoY) vs QoQ Rs. 53.4 Cr, YoY Rs. 35.5 Cr
EBITDA Margin came at 15% vs QoQ 28%, YoY 20.9%
Adj. PAT came at Rs. 22.4 Cr vs QoQ Rs. 36.4 Cr, YoY Rs. 23.9 Cr
Quarter EPS is Rs. 6.7
Share is trading at P/E of 28.6x TTM EPS


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*PAUSHAK LTD.* | *CMP* Rs. 7376 | *M Cap* Rs. 2366 Cr | *52 W H/L* 9479/1790
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 38.7 Cr (-4.1% QoQ, 32.3% YoY) vs QoQ Rs. 40.4 Cr, YoY Rs. 29.3 Cr
EBIDTA came at Rs. 16.3 Cr (14.8% QoQ, 107.5% YoY) vs QoQ Rs. 14.2 Cr, YoY Rs. 7.8 Cr
EBITDA Margin came at 41.9% vs QoQ 35%, YoY 26.7%
Adj. PAT came at Rs. 11 Cr vs QoQ Rs. 11.5 Cr, YoY Rs. 6.4 Cr
Quarter EPS is Rs. 34.3
Share is trading at P/E of 63.4x TTM EPS.

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*Intellect Design Arena Ltd.* | *CMP* Rs. 882 | *M Cap* Rs. 11728 Cr | *52 W H/L* 882/62
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Dollar revenue came at $ 54.1 mn vs QoQ $ 51.8 mn, YoY $ 49.7 mn
Revenue from Operations came at Rs. 397.6 Cr (4% QoQ, 11% YoY) vs expectation of Rs. 392.3 Cr, QoQ Rs. 382.2 Cr, YoY Rs. 358 Cr
EBIDTA came at Rs. 99.9 Cr (3.8% QoQ, 78.2% YoY) vs expectation of Rs. 101.3 Cr, QoQ Rs. 96.3 Cr, YoY Rs. 56.1 Cr
EBITDA Margin came at 25.1% vs expectation of 25.8%, QoQ 25.2%, YoY 15.7%
Adj. PAT came at Rs. 80.6 Cr vs expectation of Rs. 77.6 Cr, QoQ Rs. 80.4 Cr, YoY Rs. 41 Cr
Quarter EPS is Rs. 6.1
Share is trading at P/E of 36.6x FY22E EPS. https://t.me/marketswizard

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*BAN FOR 11 MAY-2021 :*

1. NATIONALUM
2. SUNTV
3. PNB


*Added PNB*

*Deleted BHEL,TATACHEM*

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HFCL:
Q4 CONS NET PROFIT 846.7M RUPEES VS 58M (YOY) | 822M (QOQ)

Q4 REVENUE 13.91B RUPEES VS 6.63B (YOY)

CO HAS RECOMMENDED A DIVIDEND OF RUPEE 0.15 PER EQUITY SHARE


FEDERAL BANK: CO TIES UP WITH MASHREQ BANK TO OFFER INSTANT MONEY TRANSFERS FROM UAE TO INDIA


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NALCO w.e.f. 11.05.2021 increased the basic price of Aluminium Metal Products by Rs.7,500/- PMT.

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*Jindal Steel Prepays $336M of Loans, Aims to Be Net-Debt Free*

Jindal Steel & Power Ltd. has made a prepayment of Rs2462cr ($336 million) to its term lenders. The latest repayment is over and above the annual committed debt reduction in the financial year 2020-21. JSPL had a debt of Rs25600cr as of Dec. 31. “In the coming quarters we intend to further strengthen our balance sheet and become net-debt free in the near future,” MD V.R. Sharma says in statement. https://t.me/marketswizard

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Dividend Announcements

👉🏻Venkys India Ltd board recommends dividend of Rs. 17

👉🏻Satia Industries Ltd board recommends dividend of Rs. 0.10

👉🏻Zydus Wellness Ltd Board recommends Final Dividend of Rs. 5

👉🏻Vinyl Chemicals India Ltd board recommends dividend of Rs. 3.75

👉🏻PPAP Automotive Limited Board approves final dividend of Rs. 1 for FY21

👉🏻Paushak Limited board recommends dividend of Rs. 6
👉🏻De Nora India Ltd Board approves dividend of Rs. 1

👉🏻Sangam Renewables Ltd Q4FY21 consolidated loss at Rs. 0.64 crore

👉🏻Chambal Fertilisers & Chemicals Ltd Board recommends Final Dividend of Rs. 4.50

👉🏻HSIL Ltd Board recommends dividend of Rs. 4
👉🏻JMC Projects India Ltd board recommends dividend of Rs. 0.70 for FY21

👉🏻HFCL Ltd board recommends dividend of Rs. 0.15 for FY21. https://t.me/marketswizard

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Life Insurance Monthly Update for Apr 2021

# April is seasonally the weakest month for insurance companies, so its relevance is low. On MoM basis, all listed companies’ APE declined between 64-73%
# Also last year’s lockdown would mean magnified growth on YoY basis

Apr 2021 APE - Total Pvt. Players increased by +79% YoY to Rs. 2,210 Cr
> Outperformers: SBI +130%, Max +126%, HDFC Life +90%
> Underperformers: ICICI +72%, Bajaj +71%


Bajaj Allianz Life Insurance Co. Ltd. (Bajaj Finserv) Apr'21 performance
• APE came at Rs. 163 Cr. vs YoY Rs. 95 Cr. (+71%) and MoM Rs. 556 Cr. (-70%)
• Apr. Month Market Share (pvt player APE) came at 7.4% vs YoY 7.7% and MoM 6.5%

SBI Life Insurance Company. Ltd. Apr'21 performance
• APE came at Rs. 432 Cr. vs YoY Rs. 187 Cr. (+130%) and MoM Rs. 1,596 Cr. (-73%)
• Apr. Month Market Share (pvt player APE) came at 19.5% vs YoY 15.2% and MoM 18.7%

ICICI Prudential Life Insurance Company. Ltd. Apr'21 performance
• APE came at Rs. 273 Cr. vs YoY Rs. 158 Cr. (+72%) and MoM Rs. 993 Cr. (-72%)
• Apr. Month Market Share (pvt player APE) came at 12.3% vs YoY 12.8% and MoM 11.6%

HDFC Life Insurance Company. Ltd. Apr'21 performance
• APE came at Rs. 436 Cr. vs YoY Rs. 230 Cr. (+90%) and MoM Rs. 1,209 Cr. (-64%)
• Apr. Month Market Share (pvt player APE) came at 19.7% vs YoY 18.7% and MoM 14.2%

Max Life Insurance Company. Ltd. Apr'21 performance
• APE came at Rs. 240 Cr. vs YoY Rs. 106 Cr. (+126%) and MoM Rs. 871 Cr. (-72%)
• Apr. Month Aprket Share (pvt player APE) came at 10.8% vs YoY 8.6% and MoM 10.2%

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Intellect design arena

#intellect

Good q4fy21 nos

Rev at 386cr vs 151cr

Pbt at 90cr vs 42cr
Q3 PBT at 86cr

PAT at 82cr vs 41cr

Eps of 6rs
Fy21 eps of 20ra

Ocf at 463cr vs 43cr. https://t.me/marketswizard

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U.S. Ford Motor Company Sales Up 65 Percent In April 2021 https://fordauthority-com.cdn.ampproject.org/v/s/fordauthority.com/2021/05/u-s-ford-motor-company-sales-numbers-figures-results-april-2021/amp/?amp_js_v=a6&amp_gsa=1&usqp=mq331AQHKAFQArABIA%3D%3D#aoh=16206727955825&referrer=https%3A%2F%2Fwww.google.com&amp_tf=From%20%251%24s&ampshare=https%3A%2F%2Ffordauthority.com%2F2021%2F05%2Fford-motor-company-sales-numbers-figures-results-april-2021-usa%2F

World Markets

Dow - 35
Nasdaq - 350
Dax + 1
Nikkei - 703
Hangseng - 566
Sgxnifty - 189 (14803)
Brent Crude 68.14
Dow Fut - 83
Dollar Index 90.26


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Stocks To Watch

Punjab National Bank: Authorised the opening of QIP of shares of the face value of Rs 2 each on May 10. The floor price fixed at Rs 35.51 per share. Capital raising committee to meet on May 14 to determine the issue price, including any discount, for the equity shares to be allotted to eligible Qualified Institutional Buyers. PNB had last raised Rs 3,788 crore through QIP in December 2020.

InterGlobe Aviation: Board approved raising up to Rs 3,000 crore via qualified institutions placement.

HUL: Has appointed Srinandan Sundaram, currently Executive Director, Customer Development as Executive Director, Foods and Refreshment with effect from July 1. Sundaram will replace Sudhir Sitapati who is leaving the organisation to pursue an external opportunity.

Indian Overseas Bank: Board to meet on May 17 to consider issuing shares to the government on a preferential basis for the capital infusion of Rs 4,100 crore received on March 31.

Bajaj Finance: Has allotted 20,000 secured NCDs of the face value of Rs 10 lakh each on a private placement basis.

Oberoi Realty: Board to meet on May 14 to consider raising funds through NCDs and equity shares.

Nxtdigital: Board to meet on May 13 to consider the proposal of fundraising by offer and issuance of fully paid-up equity shares by way of a rights issue to the eligible shareholders.

Federal-Mogul Goetze (India): Has shut down its plant at Bangalore till May 15 due to the current pandemic situation in Karnataka.

No Nifty Earnings

Non-Nifty Earnings: Aarti Industries, Alembic, Andhra Paper, BASF India, Bliss GVS Pharma, Dishman Carbogen
Amcis, Firstsource Solutions, Granules India, Godrej Consumer Products, Huhtamaki India, Kalpataru Power Transmission, KEC International, Linde India, Matrimony.com, Neuland Laboratories, Siemens, Wardwizard Innovations & Mobility

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Pledge Share Details

Emami: Promoter Sneha Gardens created a pledge of 50,000 shares on May 5.

Future Retail: Promoter Future Corporate Resources invoked pledge of 38 lakh shares on April 29. Promoters (Kishore Biyani, Akar Estate & Finance, Vijay Biyani, Anil Biyani, Gopikishan Biyani, Sunil Biyani, Rakesh Biyani, Ashni Biyani and Laxminarayan Biyani) created a pledge of 86,994 shares between April 26 and May 4.


Who's Meeting Whom

Supreme Industries: To meet ASK Investment Managers on May 11 and Kotak MF on May 12.

The Great Eastern Shipping Co: To meet Abu Dhabi Investment Authority on May 11.

Mahindra Holidays & Resorts India: To meet Enam Holdings on May 11 and Sundaram MF on May 12.


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Trading Tweaks

Ex-Date Special Dividend: Procter & Gamble Hygiene and Health Care

Ex-Date Interim Dividend: Quess Corp, Laurus Labs

Ex-Date Stock Split: Alkyl Amines Chemicals, Mayukh Dealtrade

Price Band Revised From 20% To 10%: Dhampur Sugar Mills, Dwarikesh Sugar Industries

Move Into Short-Term ASM Framework: Apcotex Industries, Mastek

Move Out Of Short-Term ASM Framework: Centrum Capital, JSW Ispat Special Products

Move Into ASM Framework: JSW Ispat Special Products, Sanghi Industries, CG Power and Industrial Solutions. https://t.me/marketswizard

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Money Market Update

The rupee ended at 73.35 against the U.S. Dollar on Monday as compared to Friday's closing of 73.51.

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GM jsk stock in news granuels, sunpharma,Tejas,jmc,hfcl, solaractive,zyduswell,vivimed, greenply,paragmilk. Negative stocks pnb,NMDC,jspl, tatastl,moil, intellect,chambal. Nifty range 14725-14950. https://t.me/marketswizard

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