*Sonata Software Ltd.* | *CMP* Rs. 587 | *M Cap* Rs. 6173 Cr | *52 W H/L* 634/185
(Nirmal Bang Retail Research)
Dollar revenue came at $ 44 mn vs expectation of $ 42.3 mn, QoQ $ 41 mn, YoY $ 44.4 mn
*Result is above expectations*
Revenue from Operations came at Rs. 1075.7 Cr (-23% QoQ, 15.8% YoY) vs expectation of Rs. 1004.9 Cr, QoQ Rs. 1396.2 Cr, YoY Rs. 928.7 Cr
EBIDTA came at Rs. 103.1 Cr (-7.1% QoQ, 24.1% YoY) vs expectation of Rs. 100.6 Cr, QoQ Rs. 110.9 Cr, YoY Rs. 83 Cr
EBITDA Margin came at 9.6% vs expectation of 10%, QoQ 7.9%, YoY 8.9%
Adj. PAT came at Rs. 83.1 Cr vs expectation of Rs. 68.1 Cr, QoQ Rs. 53.8 Cr, YoY Rs. 61.8 Cr
Quarter EPS is Rs. 7.9
Share is trading at P/E of 19.4x FY22E EPS
*IT Services*
Revenue from Operations came at Rs. 319 Cr (6% QoQ, -2% YoY) vs QoQ Rs. 300.9 Cr, YoY Rs. 325.5 Cr
EBIDTA excl other income came at Rs. 71.6 Cr (-14.6% QoQ, 19.1% YoY) vs QoQ Rs. 83.9 Cr, YoY Rs. 60.1 Cr
EBITDA Margin came at 22.4% vs QoQ 27.9%, YoY 18.5%
Adj. PAT came at Rs. 60.5 Cr vs QoQ Rs. 41.4 Cr, YoY Rs. 45.2 Cr
*Domestic Business*
Revenue from Operations came at Rs. 761.5 Cr (-30.7% QoQ, 25.5% YoY) vs QoQ Rs. 1099.4 Cr, YoY Rs. 607 Cr
EBIDTA came at Rs. 31.8 Cr (16.5% QoQ, 37.1% YoY) vs QoQ Rs. 27.3 Cr, YoY Rs. 23.2 Cr
EBITDA Margin came at 4.2% vs QoQ 2.5%, YoY 3.8%
Adj. PAT came at Rs. 22.6 Cr vs QoQ Rs. 12.4 Cr, YoY Rs. 16.6 Cr Share is trading at 19.4x FY22 EPS
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
(Nirmal Bang Retail Research)
Dollar revenue came at $ 44 mn vs expectation of $ 42.3 mn, QoQ $ 41 mn, YoY $ 44.4 mn
*Result is above expectations*
Revenue from Operations came at Rs. 1075.7 Cr (-23% QoQ, 15.8% YoY) vs expectation of Rs. 1004.9 Cr, QoQ Rs. 1396.2 Cr, YoY Rs. 928.7 Cr
EBIDTA came at Rs. 103.1 Cr (-7.1% QoQ, 24.1% YoY) vs expectation of Rs. 100.6 Cr, QoQ Rs. 110.9 Cr, YoY Rs. 83 Cr
EBITDA Margin came at 9.6% vs expectation of 10%, QoQ 7.9%, YoY 8.9%
Adj. PAT came at Rs. 83.1 Cr vs expectation of Rs. 68.1 Cr, QoQ Rs. 53.8 Cr, YoY Rs. 61.8 Cr
Quarter EPS is Rs. 7.9
Share is trading at P/E of 19.4x FY22E EPS
*IT Services*
Revenue from Operations came at Rs. 319 Cr (6% QoQ, -2% YoY) vs QoQ Rs. 300.9 Cr, YoY Rs. 325.5 Cr
EBIDTA excl other income came at Rs. 71.6 Cr (-14.6% QoQ, 19.1% YoY) vs QoQ Rs. 83.9 Cr, YoY Rs. 60.1 Cr
EBITDA Margin came at 22.4% vs QoQ 27.9%, YoY 18.5%
Adj. PAT came at Rs. 60.5 Cr vs QoQ Rs. 41.4 Cr, YoY Rs. 45.2 Cr
*Domestic Business*
Revenue from Operations came at Rs. 761.5 Cr (-30.7% QoQ, 25.5% YoY) vs QoQ Rs. 1099.4 Cr, YoY Rs. 607 Cr
EBIDTA came at Rs. 31.8 Cr (16.5% QoQ, 37.1% YoY) vs QoQ Rs. 27.3 Cr, YoY Rs. 23.2 Cr
EBITDA Margin came at 4.2% vs QoQ 2.5%, YoY 3.8%
Adj. PAT came at Rs. 22.6 Cr vs QoQ Rs. 12.4 Cr, YoY Rs. 16.6 Cr Share is trading at 19.4x FY22 EPS
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*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
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All the posts appearing in the channel are only for educational and informational purposes.
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*Sagar Cements Ltd.* | *CMP* Rs. 804 | *M Cap* Rs. 1890 Cr | *52 W H/L* 829/255
(Nirmal Bang Retail Research)
*Result marginally below expectation*
Revenue from Operations came at Rs. 417.7 Cr (14.8% QoQ, 37.6% YoY) vs expectation of Rs. 403.5 Cr, QoQ Rs. 363.7 Cr, YoY Rs. 303.6 Cr
Volume came at 1.02mnT vs QoQ 0.86mnT and YoY 0.84mnT
Realisation came at Rs. 4083.71 Cr vs QoQ Rs 4226.14 Cr, YoY Rs 3627.22 Cr
EBIDTA came at Rs. 104.3 Cr (-0.2% QoQ, 133.5% YoY) vs expectation of Rs. 108.7 Cr, QoQ Rs. 104.4 Cr, YoY Rs. 44.7 Cr
EBITDA Margin came at 25% vs expectation of 27%, QoQ 28.7%, YoY 14.7%
EBIDTA/Tonne came at Rs 1019.34 Cr vs QoQ Rs 1213.33 Cr, YoY Rs 533.5 Cr
Adj. PAT came at Rs. 50 Cr vs expectation of Rs. 51.8 Cr, QoQ Rs. 49.7 Cr, YoY Rs. 1.3 Cr
Quarter EPS is Rs. 21.3
Share is trading at P/E of 12.4x FY22E EPS
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
(Nirmal Bang Retail Research)
*Result marginally below expectation*
Revenue from Operations came at Rs. 417.7 Cr (14.8% QoQ, 37.6% YoY) vs expectation of Rs. 403.5 Cr, QoQ Rs. 363.7 Cr, YoY Rs. 303.6 Cr
Volume came at 1.02mnT vs QoQ 0.86mnT and YoY 0.84mnT
Realisation came at Rs. 4083.71 Cr vs QoQ Rs 4226.14 Cr, YoY Rs 3627.22 Cr
EBIDTA came at Rs. 104.3 Cr (-0.2% QoQ, 133.5% YoY) vs expectation of Rs. 108.7 Cr, QoQ Rs. 104.4 Cr, YoY Rs. 44.7 Cr
EBITDA Margin came at 25% vs expectation of 27%, QoQ 28.7%, YoY 14.7%
EBIDTA/Tonne came at Rs 1019.34 Cr vs QoQ Rs 1213.33 Cr, YoY Rs 533.5 Cr
Adj. PAT came at Rs. 50 Cr vs expectation of Rs. 51.8 Cr, QoQ Rs. 49.7 Cr, YoY Rs. 1.3 Cr
Quarter EPS is Rs. 21.3
Share is trading at P/E of 12.4x FY22E EPS
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
Telegram
Market Wizard
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Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
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