IEX Stock Analysis - 15 Reasons to Invest & Not Invest
Written By: Stocks and Ladder
Covers:
⚡ Products & Market Segments
⚡ Financials & Valuations
⚡ 15 Reasons to Invest/Not Invest
⚡ Final Conclusion
https://finmedium.com/2021/05/indian-energy-exchange-limited-analysis/?amp
Written By: Stocks and Ladder
Covers:
⚡ Products & Market Segments
⚡ Financials & Valuations
⚡ 15 Reasons to Invest/Not Invest
⚡ Final Conclusion
https://finmedium.com/2021/05/indian-energy-exchange-limited-analysis/?amp
*Esab India Ltd.* | *CMP* Rs. 1887 | *M Cap* Rs. 2905 Cr | *52 W H/L* 2150/1020
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 207 Cr (12.5% QoQ, 18.3% YoY) vs QoQ Rs. 183.9 Cr, YoY Rs. 175 Cr
EBIDTA came at Rs. 28.8 Cr (46.3% QoQ, 15.3% YoY) vs QoQ Rs. 19.7 Cr, YoY Rs. 24.9 Cr
EBITDA Margin came at 13.9% vs QoQ 10.7%, YoY 14.3%
Adj. PAT came at Rs. 19.7 Cr vs QoQ Rs. 14.7 Cr, YoY Rs. 18.1 Cr
Quarter EPS is Rs. 12.8
Share is trading at P/E of 49x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 207 Cr (12.5% QoQ, 18.3% YoY) vs QoQ Rs. 183.9 Cr, YoY Rs. 175 Cr
EBIDTA came at Rs. 28.8 Cr (46.3% QoQ, 15.3% YoY) vs QoQ Rs. 19.7 Cr, YoY Rs. 24.9 Cr
EBITDA Margin came at 13.9% vs QoQ 10.7%, YoY 14.3%
Adj. PAT came at Rs. 19.7 Cr vs QoQ Rs. 14.7 Cr, YoY Rs. 18.1 Cr
Quarter EPS is Rs. 12.8
Share is trading at P/E of 49x TTM EPS
*Ganesha Ecosphere Ltd.* | *CMP* Rs. 613 | *M Cap* Rs. 1338 Cr | *52 W H/L* 689/154
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 249.2 Cr (6.3% QoQ, 23.6% YoY) vs QoQ Rs. 234.5 Cr, YoY Rs. 201.7 Cr
EBIDTA came at Rs. 33.1 Cr (3.6% QoQ, 84.2% YoY) vs QoQ Rs. 31.9 Cr, YoY Rs. 18 Cr
EBITDA Margin came at 13.3% vs QoQ 13.6%, YoY 8.9%
Adj. PAT came at Rs. 17.8 Cr vs QoQ Rs. 20.1 Cr, YoY Rs. 16.1 Cr
Quarter EPS is Rs. 8.2
Share is trading at P/E of 30.7x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 249.2 Cr (6.3% QoQ, 23.6% YoY) vs QoQ Rs. 234.5 Cr, YoY Rs. 201.7 Cr
EBIDTA came at Rs. 33.1 Cr (3.6% QoQ, 84.2% YoY) vs QoQ Rs. 31.9 Cr, YoY Rs. 18 Cr
EBITDA Margin came at 13.3% vs QoQ 13.6%, YoY 8.9%
Adj. PAT came at Rs. 17.8 Cr vs QoQ Rs. 20.1 Cr, YoY Rs. 16.1 Cr
Quarter EPS is Rs. 8.2
Share is trading at P/E of 30.7x TTM EPS
*Amber Enterprises India Ltd.* | *CMP* Rs. 3006 | *M Cap* Rs. 10128 Cr | *52 W H/L* 3668/1056
(Nirmal Bang Retail Research)
*Result is marginally below expectations* due to higher raw material costs
Revenue from Operations came at Rs. 1598.4 Cr (109% QoQ, 21.5% YoY) vs expectation of Rs. 1619.8 Cr, QoQ Rs. 764.7 Cr, YoY Rs. 1315.2 Cr
Gross Profit Margins came at 15.9% vs QoQ 18.5%, YoY 16.6%
EBIDTA came at Rs. 141.2 Cr (124% QoQ, 38.6% YoY) vs expectation of Rs. 147.3 Cr, QoQ Rs. 63 Cr, YoY Rs. 101.9 Cr
EBITDA Margin came at 8.8% vs expectation of 9.1%, QoQ 8.2%, YoY 7.7%
Adj. PAT came at Rs. 75.5 Cr vs expectation of Rs. 84.3 Cr, QoQ Rs. 26.9 Cr, YoY Rs. 62.8 Cr
Quarter EPS is Rs. 22.4
Share is trading at P/E of 45.7x FY22E EPS
(Nirmal Bang Retail Research)
*Result is marginally below expectations* due to higher raw material costs
Revenue from Operations came at Rs. 1598.4 Cr (109% QoQ, 21.5% YoY) vs expectation of Rs. 1619.8 Cr, QoQ Rs. 764.7 Cr, YoY Rs. 1315.2 Cr
Gross Profit Margins came at 15.9% vs QoQ 18.5%, YoY 16.6%
EBIDTA came at Rs. 141.2 Cr (124% QoQ, 38.6% YoY) vs expectation of Rs. 147.3 Cr, QoQ Rs. 63 Cr, YoY Rs. 101.9 Cr
EBITDA Margin came at 8.8% vs expectation of 9.1%, QoQ 8.2%, YoY 7.7%
Adj. PAT came at Rs. 75.5 Cr vs expectation of Rs. 84.3 Cr, QoQ Rs. 26.9 Cr, YoY Rs. 62.8 Cr
Quarter EPS is Rs. 22.4
Share is trading at P/E of 45.7x FY22E EPS
*CCL PRODUCTS (INDIA) LTD.* | *CMP* Rs. 312 | *M Cap* Rs. 4150 Cr | *52 W H/L* 327/174
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 331.6 Cr (11.9% QoQ, 25.3% YoY) vs expectation of Rs. 300.9 Cr, QoQ Rs. 296.2 Cr, YoY Rs. 264.6 Cr
EBIDTA came at Rs. 85.2 Cr (23.8% QoQ, 20.5% YoY) vs expectation of Rs. 67.8 Cr, QoQ Rs. 68.8 Cr, YoY Rs. 70.7 Cr
EBITDA Margin came at 25.7% vs expectation of 22.5%, QoQ 23.2%, YoY 26.7%
Adj. PAT came at Rs. 49.2 Cr vs expectation of Rs. 45.2 Cr, QoQ Rs. 47.1 Cr, YoY Rs. 42.2 Cr Lower PAT grwoth QoQ is on account of higher Tax
Quarter EPS is Rs. 3.7
Share is trading at P/E of 19x FY22E EPS
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 331.6 Cr (11.9% QoQ, 25.3% YoY) vs expectation of Rs. 300.9 Cr, QoQ Rs. 296.2 Cr, YoY Rs. 264.6 Cr
EBIDTA came at Rs. 85.2 Cr (23.8% QoQ, 20.5% YoY) vs expectation of Rs. 67.8 Cr, QoQ Rs. 68.8 Cr, YoY Rs. 70.7 Cr
EBITDA Margin came at 25.7% vs expectation of 22.5%, QoQ 23.2%, YoY 26.7%
Adj. PAT came at Rs. 49.2 Cr vs expectation of Rs. 45.2 Cr, QoQ Rs. 47.1 Cr, YoY Rs. 42.2 Cr Lower PAT grwoth QoQ is on account of higher Tax
Quarter EPS is Rs. 3.7
Share is trading at P/E of 19x FY22E EPS
*FTSE GEIS Jun-21 Review - INCLUSIONS*
Large Cap - GLAND
Mid Cap - IRFC
Small Cap - CAMS
Micro Cap - BURGERKING, HOMEFIRST, MAZDOCK, HEMIPROP, BECTORFOOD, STOVEKRAFT, FAIRCHEMOR, AWHCL, ANANTRAJ.
Large Cap - GLAND
Mid Cap - IRFC
Small Cap - CAMS
Micro Cap - BURGERKING, HOMEFIRST, MAZDOCK, HEMIPROP, BECTORFOOD, STOVEKRAFT, FAIRCHEMOR, AWHCL, ANANTRAJ.
*Why Shortages of a $1 Chip Sparked Crisis in Global Economy, Bloomberg*
To understand why the $450 billion semiconductor industry has lurched into crisis, a helpful place to start is a one-dollar part called a display driver.
Hundreds of different kinds of chips make up the global silicon industry, with the flashiest ones from Qualcomm Inc. and Intel Corp. going for $100 apiece to more than $1,000. Those run powerful computers or the shiny smartphone in your pocket. A display driver chip is mundane by contrast: Its sole purpose is to convey basic instructions for illuminating the screen on your phone, monitor or navigation system.
The trouble for the chip industry -- and increasingly companies beyond tech, like automakers -- is that there aren’t enough display drivers to go around. Firms that make them can’t keep up with surging demand so prices are spiking. That’s contributing to short supplies and increasing costs for liquid crystal display panels, essential components for making televisions and laptops, as well as cars, airplanes and high-end refrigerators.
To understand why the $450 billion semiconductor industry has lurched into crisis, a helpful place to start is a one-dollar part called a display driver.
Hundreds of different kinds of chips make up the global silicon industry, with the flashiest ones from Qualcomm Inc. and Intel Corp. going for $100 apiece to more than $1,000. Those run powerful computers or the shiny smartphone in your pocket. A display driver chip is mundane by contrast: Its sole purpose is to convey basic instructions for illuminating the screen on your phone, monitor or navigation system.
The trouble for the chip industry -- and increasingly companies beyond tech, like automakers -- is that there aren’t enough display drivers to go around. Firms that make them can’t keep up with surging demand so prices are spiking. That’s contributing to short supplies and increasing costs for liquid crystal display panels, essential components for making televisions and laptops, as well as cars, airplanes and high-end refrigerators.