HUL vs ITC: Stock and Business comparison
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HUL vs ITC: Stock and Business comparison
Hindustan Unilever Limited (HUL) and ITC are two of the biggest FMCG companies in India. The stock performance of the two companies, though, have been in
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*Today's Corporate Action*
*20th May Ex Date*
GREENCREST
Consolidation of Shares
IRCON
Bonus issue 1:1
JOSTS
Stock Split From Rs.10/- to Rs.5/-
MINDSPACE
Income Distribution
*Today's Key Results/Board Meetings*
*20-May-21*
AEL
General
AMARDEE
Audited Results
AMRAAGRI
Audited Results
BIRET
Audited Results
BOSCHLTD
Audited Results; Dividend
CMMHOSP
General
COSMOFILMS
Audited Results
DISAQ
A.G.M.; Audited Results; Final Dividend
ECOBOAR
General
ELECTCAST
Audited Results; Dividend
EMKAY
Audited Results;
Final Dividend
EPL
Audited Results;
Final Dividend
EXPLEOSOL
Audited Results
GIPCL
Audited Results; Dividend
HAVELLS
Audited Results;
Final Dividend
HINDPETRO
Audited Results;
Final Dividend
IL&FSENGG
General
INDINFR
Audited Results
JKLAKSHMI
Audited Results; Dividend
KNRCON
Audited Results;
Final Dividend
LIBORD
Audited Results
LIBORDFIN
Audited Results
MANGALAM
Audited Results
MEGH
Audited Results
NDTV
Audited Results
PLASTIBLEN
Audited Results
PRESHAMET
Audited Results
RADIOCITY
Audited Results
RELAXO
Audited Results;
Final Dividend
RESPONSINF
Audited Results
RPEL
A.G.M.
STERWEB
Audited Results
THEINVEST
Audited Results
TORNTPOWER
Audited Results;
Final Dividend
TRELCHE-B
General
ULTRAMAR
Audited Results; Dividend
USHAMART
Audited Results
VIRAT
Audited Results;
Final Dividend
ZEEL
Audited Results;
Final Dividend
*Stock under F&O ban on NSE*
*20-May-21*
1CADILAHC
2NATIONALUM
3SAIL
Nikkei -121 pts
Hangseng -180 pts
Now @6.54am
Dow -164.62 pts ,Nsdq -3.90 pts, S&P -12.15 pts, Bovespa +343 pts , Ftse -84 pts , Dax -273 pts , Cac -91 pts , Crude @ $63.37 brl (-0.01), Brent @ $66.66 brl (+0.00) , Gold @ 1867.10 (-14.30), Silver @ $27.72 (-0.30), Euro @ $1.2171, JPY @ $109.26 INR @ 73.215
*Today's Corporate Action*
*20th May Ex Date*
GREENCREST
Consolidation of Shares
IRCON
Bonus issue 1:1
JOSTS
Stock Split From Rs.10/- to Rs.5/-
MINDSPACE
Income Distribution
*Today's Key Results/Board Meetings*
*20-May-21*
AEL
General
AMARDEE
Audited Results
AMRAAGRI
Audited Results
BIRET
Audited Results
BOSCHLTD
Audited Results; Dividend
CMMHOSP
General
COSMOFILMS
Audited Results
DISAQ
A.G.M.; Audited Results; Final Dividend
ECOBOAR
General
ELECTCAST
Audited Results; Dividend
EMKAY
Audited Results;
Final Dividend
EPL
Audited Results;
Final Dividend
EXPLEOSOL
Audited Results
GIPCL
Audited Results; Dividend
HAVELLS
Audited Results;
Final Dividend
HINDPETRO
Audited Results;
Final Dividend
IL&FSENGG
General
INDINFR
Audited Results
JKLAKSHMI
Audited Results; Dividend
KNRCON
Audited Results;
Final Dividend
LIBORD
Audited Results
LIBORDFIN
Audited Results
MANGALAM
Audited Results
MEGH
Audited Results
NDTV
Audited Results
PLASTIBLEN
Audited Results
PRESHAMET
Audited Results
RADIOCITY
Audited Results
RELAXO
Audited Results;
Final Dividend
RESPONSINF
Audited Results
RPEL
A.G.M.
STERWEB
Audited Results
THEINVEST
Audited Results
TORNTPOWER
Audited Results;
Final Dividend
TRELCHE-B
General
ULTRAMAR
Audited Results; Dividend
USHAMART
Audited Results
VIRAT
Audited Results;
Final Dividend
ZEEL
Audited Results;
Final Dividend
*Stock under F&O ban on NSE*
*20-May-21*
1CADILAHC
2NATIONALUM
3SAIL
World Markets
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Sgxnifty + 4 (15053)
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Dow Fut - 70
Dollar Index 90.14
Dow - 165
Nasdaq - 4
Dax - 273
Nikkei - 80
Hangseng - 253
Sgxnifty + 4 (15053)
Brent Crude 66.87
Dow Fut - 70
Dollar Index 90.14
*Gravita India Ltd.* | *CMP* Rs. 115 | *M Cap* Rs. 794 Cr | *52 W H/L* 123/32
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 438.3 Cr (17.3% QoQ, 15.6% YoY) vs QoQ Rs. 373.6 Cr, YoY Rs. 379.3 Cr
EBIDTA came at Rs. 42.3 Cr (28.9% QoQ, 45.8% YoY) vs QoQ Rs. 32.8 Cr, YoY Rs. 29 Cr
EBITDA Margin came at 9.6% vs QoQ 8.8%, YoY 7.6%
Adj. PAT came at Rs. 21.4 Cr vs QoQ Rs. 15.7 Cr, YoY Rs. 17.8 Cr
Quarter EPS is Rs. 3.1
Share is trading at P/E of 15.1x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 438.3 Cr (17.3% QoQ, 15.6% YoY) vs QoQ Rs. 373.6 Cr, YoY Rs. 379.3 Cr
EBIDTA came at Rs. 42.3 Cr (28.9% QoQ, 45.8% YoY) vs QoQ Rs. 32.8 Cr, YoY Rs. 29 Cr
EBITDA Margin came at 9.6% vs QoQ 8.8%, YoY 7.6%
Adj. PAT came at Rs. 21.4 Cr vs QoQ Rs. 15.7 Cr, YoY Rs. 17.8 Cr
Quarter EPS is Rs. 3.1
Share is trading at P/E of 15.1x TTM EPS
*Endurance Technologies Ltd.* | *CMP* Rs. 1357 | *M Cap* Rs. 19086 Cr | *52 W H/L* 1540/602
(Nirmal Bang Retail Research)
*Result is marginally ahead of expectation*
Revenue from Operations came at Rs. 2132.9 Cr (4.5% QoQ, 33.6% YoY) vs expectation of Rs. 1979.7 Cr, QoQ Rs. 2040.9 Cr, YoY Rs. 1596.8 Cr
EBIDTA came at Rs. 332.2 Cr (-5.7% QoQ, 39.7% YoY) vs expectation of Rs. 316.4 Cr, QoQ Rs. 352.1 Cr, YoY Rs. 237.9 Cr
EBITDA Margin came at 15.6% vs expectation of 16%, QoQ 17.3%, YoY 14.9%
Adj. PAT came at Rs. 187.4 Cr vs expectation of Rs. 149.5 Cr, QoQ Rs. 201.3 Cr, YoY Rs. 106.8 Cr
Quarter EPS is Rs. 13.3
Share is trading at P/E of 27.2x FY22E EPS
(Nirmal Bang Retail Research)
*Result is marginally ahead of expectation*
Revenue from Operations came at Rs. 2132.9 Cr (4.5% QoQ, 33.6% YoY) vs expectation of Rs. 1979.7 Cr, QoQ Rs. 2040.9 Cr, YoY Rs. 1596.8 Cr
EBIDTA came at Rs. 332.2 Cr (-5.7% QoQ, 39.7% YoY) vs expectation of Rs. 316.4 Cr, QoQ Rs. 352.1 Cr, YoY Rs. 237.9 Cr
EBITDA Margin came at 15.6% vs expectation of 16%, QoQ 17.3%, YoY 14.9%
Adj. PAT came at Rs. 187.4 Cr vs expectation of Rs. 149.5 Cr, QoQ Rs. 201.3 Cr, YoY Rs. 106.8 Cr
Quarter EPS is Rs. 13.3
Share is trading at P/E of 27.2x FY22E EPS
*Vishnu Chemicals Ltd.* | *CMP* Rs. 355 | *M Cap* Rs. 424 Cr | *52 W H/L* 370/112
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 213.6 Cr (59.7% QoQ, 36.2% YoY) vs QoQ Rs. 133.7 Cr, YoY Rs. 156.8 Cr
EBIDTA came at Rs. 24.7 Cr (63.5% QoQ, 56% YoY) vs QoQ Rs. 15.1 Cr, YoY Rs. 15.8 Cr
EBITDA Margin came at 11.6% vs QoQ 11.3%, YoY 10.1%
Adj. PAT came at Rs. 10.9 Cr vs QoQ Rs. 3.7 Cr, YoY Rs. 5.1 Cr
Quarter EPS is Rs. 9.1
Share is trading at P/E of 12.3x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 213.6 Cr (59.7% QoQ, 36.2% YoY) vs QoQ Rs. 133.7 Cr, YoY Rs. 156.8 Cr
EBIDTA came at Rs. 24.7 Cr (63.5% QoQ, 56% YoY) vs QoQ Rs. 15.1 Cr, YoY Rs. 15.8 Cr
EBITDA Margin came at 11.6% vs QoQ 11.3%, YoY 10.1%
Adj. PAT came at Rs. 10.9 Cr vs QoQ Rs. 3.7 Cr, YoY Rs. 5.1 Cr
Quarter EPS is Rs. 9.1
Share is trading at P/E of 12.3x TTM EPS
*JK Tyre & Industries Ltd.* | *CMP* Rs. 124 | *M Cap* Rs. 3053 Cr | *52 W H/L* 147/48
(Nirmal Bang Retail Research)
*Result improved* *Company has reduced debt by around Rs.1000cr*
Revenue from Operations came at Rs. 2927.3 Cr (5.7% QoQ, 63.1% YoY) vs QoQ Rs. 2769.3 Cr, YoY Rs. 1794.8 Cr
EBIDTA came at Rs. 454.7 Cr (-9.1% QoQ, 119.2% YoY) vs QoQ Rs. 500.4 Cr, YoY Rs. 207.4 Cr
EBITDA Margin came at 15.5% vs QoQ 18.1%, YoY 11.6%
Adj. PAT came at Rs. 179.6 Cr vs QoQ Rs. 183.9 Cr, YoY Rs. 13.9 Cr
Quarter EPS is Rs. 7.3
Share is trading at P/E of 10.8x TTM EPS
(Nirmal Bang Retail Research)
*Result improved* *Company has reduced debt by around Rs.1000cr*
Revenue from Operations came at Rs. 2927.3 Cr (5.7% QoQ, 63.1% YoY) vs QoQ Rs. 2769.3 Cr, YoY Rs. 1794.8 Cr
EBIDTA came at Rs. 454.7 Cr (-9.1% QoQ, 119.2% YoY) vs QoQ Rs. 500.4 Cr, YoY Rs. 207.4 Cr
EBITDA Margin came at 15.5% vs QoQ 18.1%, YoY 11.6%
Adj. PAT came at Rs. 179.6 Cr vs QoQ Rs. 183.9 Cr, YoY Rs. 13.9 Cr
Quarter EPS is Rs. 7.3
Share is trading at P/E of 10.8x TTM EPS
*Crypto Currency Fall today 20---40%*
After CHINA declare Ban to crypto payment
And Tesla... Elon musk share holding in Bitcoin
Bitcoin market cap
55 lac crore
Almost 15 lac cr Loose by investors Today After ban In china
*Today Investors loose*
75 lac Crore In crypto currency
After fall in Etherium... Bnb coin and bitcoin And other coins
After CHINA declare Ban to crypto payment
And Tesla... Elon musk share holding in Bitcoin
Bitcoin market cap
55 lac crore
Almost 15 lac cr Loose by investors Today After ban In china
*Today Investors loose*
75 lac Crore In crypto currency
After fall in Etherium... Bnb coin and bitcoin And other coins
#HindCopper is Mutual Fund's Top Buy Amongst Small Cap In April-21.
Net Buying in April By MF's 218 Crore INR..💸
Net Buying in April By MF's 218 Crore INR..💸
CENTRAL BANK OF INDIA , Bank Of India , IOB : Sources says central bank of India, IOB , BANK OF INDIA name in Privatisation list
Indusind Bank says Sumant Kathpalia, MD & CEO plans to sell some shares held by him via exercise of previous ESOPs. He will sell shrs to repay loans to exercise earlier vested ESOPs
SETBACK FOR PRIVATISATION
BPCL PRIVATISATION FURTHER DELAYED
TIMELINE OF MAJOR PRIVATISATION LIKE BPCL BEING MOVED BACK:
BPCL PRIVATISATION FURTHER DELAYED
TIMELINE OF MAJOR PRIVATISATION LIKE BPCL BEING MOVED BACK:
*Heritage Foods Ltd.* | *CMP* Rs. 362 | *M Cap* Rs. 1680 Cr | *52 W H/L* 391/225
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 619.4 Cr (2.4% QoQ, -5.1% YoY) vs expectation of Rs. 632.4 Cr, QoQ Rs. 604.9 Cr, YoY Rs. 652.6 Cr
EBIDTA came at Rs. 47.8 Cr (-16.8% QoQ, -114.6% YoY) vs expectation of Rs. 81.9 Cr, QoQ Rs. 57.4 Cr, YoY Rs. -327.1 Cr
EBITDA Margin came at 7.7% vs expectation of 12.9%, QoQ 9.5%, YoY -50.1%
Adj. PAT came at Rs. 24.3 Cr vs expectation of Rs. 42.4 Cr, QoQ Rs. 26.4 Cr, YoY Rs. -209.2 Cr
Quarter EPS is Rs. 5.2
Share is trading at P/E of 11.1x FY22E EPS
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 619.4 Cr (2.4% QoQ, -5.1% YoY) vs expectation of Rs. 632.4 Cr, QoQ Rs. 604.9 Cr, YoY Rs. 652.6 Cr
EBIDTA came at Rs. 47.8 Cr (-16.8% QoQ, -114.6% YoY) vs expectation of Rs. 81.9 Cr, QoQ Rs. 57.4 Cr, YoY Rs. -327.1 Cr
EBITDA Margin came at 7.7% vs expectation of 12.9%, QoQ 9.5%, YoY -50.1%
Adj. PAT came at Rs. 24.3 Cr vs expectation of Rs. 42.4 Cr, QoQ Rs. 26.4 Cr, YoY Rs. -209.2 Cr
Quarter EPS is Rs. 5.2
Share is trading at P/E of 11.1x FY22E EPS
*Minda Corp Q4FY21 Concall Update*
(Nirmal Bang Securities)
*Revival in 2 Wheeler demand remains the key monitorable*
*Outlook: Positive in long term*
• Revenue from Operations came at Rs. 794 Cr (+7% QoQ, +14% YoY).
• 2W OEMs (52% mix) performance remains the key going forward for Minda Corp. CV segment (13% mix) is expected to turnaround in FY22. PVs formed 11% mix & Tractors 8% mix.
• Most of the wiring harness is supplied to 2W and the least to Tractors & CVs.
• Although co’s most plants are operational; in month of May, almost 75% of dealerships are closed. Hence Q1 volumes will be severely impacted.
• Shortage of semi conductors is already impacting OEM supplies and needs to be monitored from a macro perspective.
• Diecasting revenues will continue to grow at 20-25%. Within diecasting, focus is on exports which has revenue of Rs. 110 Cr. This is likely to double in 3 years.
• Co will focus on developing new products catering to EV vehicles.
• Co will focus on exports. Exports segment won orders worth Rs 242 Cr (QoQ Rs. 224 Cr). Co will be applying for the Auto PLI scheme to drive exports and is in talks with its international JV partners.
• Started supplying keyless lock sets to export clients.
• EBITDA margins were at a 5 qtr high at 11.2% despite increase in raw material costs driven by operating leverage.
• Co is targeting 12% EBITDA margin in near term along with ROCE of 20%+
• Co has a share of atleast 50% with most of the customers for most of its products. In a few products, its share is 70-80% as well.
• No customer contributes more than 15% of revenue.
Stock is trading at P/E of 14.7x FY22E EPS
(Nirmal Bang Securities)
*Revival in 2 Wheeler demand remains the key monitorable*
*Outlook: Positive in long term*
• Revenue from Operations came at Rs. 794 Cr (+7% QoQ, +14% YoY).
• 2W OEMs (52% mix) performance remains the key going forward for Minda Corp. CV segment (13% mix) is expected to turnaround in FY22. PVs formed 11% mix & Tractors 8% mix.
• Most of the wiring harness is supplied to 2W and the least to Tractors & CVs.
• Although co’s most plants are operational; in month of May, almost 75% of dealerships are closed. Hence Q1 volumes will be severely impacted.
• Shortage of semi conductors is already impacting OEM supplies and needs to be monitored from a macro perspective.
• Diecasting revenues will continue to grow at 20-25%. Within diecasting, focus is on exports which has revenue of Rs. 110 Cr. This is likely to double in 3 years.
• Co will focus on developing new products catering to EV vehicles.
• Co will focus on exports. Exports segment won orders worth Rs 242 Cr (QoQ Rs. 224 Cr). Co will be applying for the Auto PLI scheme to drive exports and is in talks with its international JV partners.
• Started supplying keyless lock sets to export clients.
• EBITDA margins were at a 5 qtr high at 11.2% despite increase in raw material costs driven by operating leverage.
• Co is targeting 12% EBITDA margin in near term along with ROCE of 20%+
• Co has a share of atleast 50% with most of the customers for most of its products. In a few products, its share is 70-80% as well.
• No customer contributes more than 15% of revenue.
Stock is trading at P/E of 14.7x FY22E EPS
*Prism Johnson Ltd.* | *CMP* Rs. 144 | *M Cap* Rs. 7248 Cr | *52 W H/L* 144/29
(Nirmal Bang Retail Research)
*Result*
Revenue from Operations came at Rs. 1850.2 Cr (21.3% QoQ, 24.8% YoY) vs expectation of Rs. 1652.4 Cr, QoQ Rs. 1525.4 Cr, YoY Rs. 1483.1 Cr
EBIDTA came at Rs. 237.5 Cr (24.8% QoQ, 76.8% YoY) vs expectation of Rs. 231.4 Cr, QoQ Rs. 190.3 Cr, YoY Rs. 134.3 Cr
EBITDA Margin came at 12.8% vs expectation of 14%, QoQ 12.5%, YoY 9.1% (lower EBITDA margin as compared to Expected is on account of lower margin in Tiles business Cement margin seems to be in line)
Adj. PAT came at Rs. 143.8 Cr vs expectation of Rs. 78 Cr, QoQ Rs. 67.2 Cr, YoY Rs. -20.4 Cr (Higher PAT is on account of w/back of tax in current Quarter and loss last year was on account of higher Tax)
Quarter EPS is Rs. 2.9
Share is trading at EV/EBITDA of 9.1x FY22E EBITDA
(Nirmal Bang Retail Research)
*Result*
Revenue from Operations came at Rs. 1850.2 Cr (21.3% QoQ, 24.8% YoY) vs expectation of Rs. 1652.4 Cr, QoQ Rs. 1525.4 Cr, YoY Rs. 1483.1 Cr
EBIDTA came at Rs. 237.5 Cr (24.8% QoQ, 76.8% YoY) vs expectation of Rs. 231.4 Cr, QoQ Rs. 190.3 Cr, YoY Rs. 134.3 Cr
EBITDA Margin came at 12.8% vs expectation of 14%, QoQ 12.5%, YoY 9.1% (lower EBITDA margin as compared to Expected is on account of lower margin in Tiles business Cement margin seems to be in line)
Adj. PAT came at Rs. 143.8 Cr vs expectation of Rs. 78 Cr, QoQ Rs. 67.2 Cr, YoY Rs. -20.4 Cr (Higher PAT is on account of w/back of tax in current Quarter and loss last year was on account of higher Tax)
Quarter EPS is Rs. 2.9
Share is trading at EV/EBITDA of 9.1x FY22E EBITDA