ABM KNOWLEDGE 127 ❤️

LAMBODHARA 68❤️❤️

Short Term Super Duper Stock

Buy PG Foils (BSE - 526747) at CMP of 99.5 - 100.5 and dips till 94
Sl 90
Targets:- 102 - 103 - 104 - 05
Above 105 we can see 110 - 114+

Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.

Guys my personal feeling we can see some selling in midcap and smallcap


Keep booking partial gains and keep some cash in hand to buy at lower levels.


Stay lite ....
Midcap and smallcap may see some selling pressure.


Always remeber
CASH IS KING

https://youtu.be/A2CBHbuiR64

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*Dilip Buildcon Ltd.* | *CMP* Rs. 544 | *M Cap* Rs. 7953 Cr | *52 W H/L* 720/243
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 2925 Cr (18.6% QoQ, 17% YoY) vs expectation of Rs. 2643.3 Cr, QoQ Rs. 2466.7 Cr, YoY Rs. 2499.7 Cr
EBIDTA came at Rs. 456.2 Cr (12.1% QoQ, 10.5% YoY) vs expectation of Rs. 432.5 Cr, QoQ Rs. 406.9 Cr, YoY Rs. 412.7 Cr
EBITDA Margin came at 15.6% vs expectation of 16.4%, QoQ 16.5%, YoY 16.5%
Adj. PAT came at Rs. 127.3 Cr vs expectation of Rs. 125.3 Cr, QoQ Rs. 111.1 Cr, YoY Rs. 110.1 Cr
Quarter EPS is Rs. 8.7
Share is trading at P/E of 13.5x FY22E EPS

*WPIL Ltd.* | *CMP* Rs. 800 | *M Cap* Rs. 784 Cr | *52 W H/L* 800/304
(Nirmal Bang Retail Research)
*Result good*
Revenue from Operations came at Rs. 353.2 Cr (37.4% QoQ, 24.8% YoY) vs QoQ Rs. 257.2 Cr, YoY Rs. 283.1 Cr
EBIDTA came at Rs. 81.5 Cr (231.9% QoQ, 48.8% YoY) vs QoQ Rs. 24.6 Cr, YoY Rs. 54.8 Cr
EBITDA Margin came at 23.1% vs QoQ 9.6%, YoY 19.4%
Adj. PAT came at Rs. 37.5 Cr vs QoQ Rs. 1.6 Cr, YoY Rs. 24.9 Cr
Quarter EPS is Rs. 38.3
Share is trading at P/E of 13.8x TTM EPS

Dear All,

Nirmal Bang is inviting you to a Zoom webinar.
When: Tomorrow, 11:30 AM India
Topic: June Month Outlook

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_rA3A3hfbR2a81KtKfRO6jg


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INTERNATIONAL FLIGHT BAN EXTENDED TILL JUNE.

DTH player Dish TV likely to go for rights issue of Rs 1,000 crore- business standard

RELIANCE: GOOGLE CEO PICHAI SAYS WORKING CLOSELY WITH JIO TO LAUNCH AFFORDABLE SMARTPHONES: PTI (CORRECT)

NSE working from disaster recovery site today Brokers are indicating margin issues today as amounts not getting reflected properly

Laurence Balanco of CLSA says:
Nifty: close above 15,375-15,524 could provide an upside target of 16,600-16,700

SBI offers significant upside as the stock continues to confirm the breakout from its 2010-2021 trading range supporting an ultimate upside target of Rs755-760

#TOP10 #StocksInFocus
1- SUN PHARMA
2- EICHER MOTORS
3- DIXON TECHNOLOGIES
4- METROPOLIS HEALTHCARE
5- CADILA HEALTHCARE
6- HESTER BIO
7- PANACEA BIOTECH
8- GLENMARK
9- REC
10- BPCL

MAHARASHTRA CMO UDDHAV THACKEREY WILL NOT OPEN MALLS AND THEATRES FOR 15 DAYS IN FIRST PHASE OF REOPNING: ABP NEWS
#PVR
#PHOENIXMILLS
#inoxtag

As per SEBI circular dated 20th July 2020
Phase 3 will be implemented from 01st June 2021 in both Cash & Derivative segments.Below are the changes applicable W.E.F. 1st June 2021

1) 75% of total Peak margin (Highest Margin utilization for the day)will be required upfront before placing any order across all segments.

2) Default Limit in all leverage products will be maximum 1.30 times

*Sun Pharma – Q4FY21 Concall Update – Nirmal Bang Sec.*
*Outlook – Near term margins hiccups however directionally Positive*
_Though management refrained from giving any guidance due to ongoing uncertainty, however the management sounded optimistic about the medium to long term prospects_

The stock is trading at 27.3x FY22E consensus earnings

• 1H was severely impacted due to pandemic. Second half witnessed gradual recovery as most countries given the lifting of the lockdown instructions in a phased manner. For Sun Pharma, sales in 2H was 8% higher than 1H
• R&D expenses are likely to remain between 8-9% of sales however during this year due to restrictions on clinical trials – the cost was lower
• *Global Specialty* - Rev in Q4 was $139mn across all markets (vs $148mn in Q3FY21 and $126mn in Q4FY20).
• Specialty R&D was 23% of total R&D
• FY21 – Illumya sales was $143mn up 51% yoy, recorded good growth despite lockdown of clinics in 1H

*US* – 32% of consol sales in Q4
• $370mn – Q4 – down 1% yoy due to Taro. Last year numbers had one-time sales; adjusting for same sales growth would have been higher
• Specialty revenues in US have grown over Q4 last year, mainly driven by Ilumya, Cequa and Absorica LD

*India branded formulations* business recorded sales growth of 32%. For Q4, while the chronic segment continued to show steady growth, the sub chronic segment witnessed a recovery
• Q4 saw normalisation of branding and travel cost
• Launched 31 products in the Indian market

Other Business
• Emerging (17% of total sales) - $192mn Q4 up 2.7% yoy, in cc 5.3% yoy
• FDs in ROW (excl US, Emg ) – 14% of total sales - $163 mn up 5.5% yoy
• API sales at Rs 435.7 cr, down 9.9% yoy
• R&D – Rs 557cr – 6.6% of sales – FY21 2149.9 cr 6.5% of sales
• Generic Pipeline – 94 ANDAs, 9 NDAs awaiting approvals
• Evaluating biosimilars for 3rd wave of biosimilars
• Guidance – refraining due to uncertainity;

*Cadila Healthcare – Q4FY21 Concall Update – Nirmal Bang Sec.*
*Outlook – Positive*

The stock is trading at 30.6x FY22E consensus earnings

Cadila reported marginally above expectations results for Q4 led by India and Emerging markets. Management attributed strong India growth to healthy traction in specialty segment which they expect to continue in the coming quarters. US sales declined 6% yoy on the back of weak flu season, absence of meaningful launches, weak flu season and lower offtake in gAsacol HD (which is expected to normalise by Q2FY22)
Cadila is in the final stages of Zycov-D vaccine trials and will submit data by next month. The company currently has an in-house capacity of 10m doses a month and has also partnered with a third-party manufacturer and can ramp up capacity to 250-300m doses a month in 4-6 months. Currently, Zycov-D is a 3 dose regimen but additional trials for a 2- dose regimen are ongoing.
Cadila launched 30 products in the US market during FY21 and aspires to launch similar number i.e ~30 products in FY22 as well which also include a complex injectable product.

Dear All,

Nirmal Bang is inviting you to a Zoom webinar.
When: Tomorrow, 11:30 AM India
Topic: June Month Outlook

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_rA3A3hfbR2a81KtKfRO6jg


After registering, you will receive a confirmation email containing information about joining the webinar.

ASTRAZENECA PHARMA: CO AND SUN PHARMA DISCONTINUE DISTRIBUTION PACT || PACT FOR THE DISTRIBUTION OF DAPAGLIFLOZIN, AN INNOVATIVE TYPE 2 DIABETES MEDICINE, IN INDIA

https://youtu.be/2aIz2d6T7iM

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*Nocil – Q4FY21 Concall Update – Nirmal Bang Sec.*
*Outlook – Positive*
Demand outlook continue to remain buoyant. Volume/Sales/Realisations have improved sequentially by 3%/17%/14%. FY21 saw 14% volume growth despite Covid19 related disruptions in 1H

The stock is trading at 25x FY22E consensus earnings

Global rubber consumption de-grow by mere ~6.5% in CY20 v/s de-growth of ~15% in H1CY20, showing strong recovery in 2H. On similar lines, India rubber consumption de-grew by ~5% in 2020. Per management, monthly rubber consumption has reached early 2019 levels. Globally, *Tyre majors are witnessing momentum in operating levels, which is positive for medium term demand outlook*. The company has taken price hikes from jan’21 which has benefitted the realisations. Nocil has taken further price hikes in Q1FY22.
ADD investigation has been delayed due to 2nd wave of Covid
*Going Forward* - Q1FY22E volumes are expected to be better than Q1FY21. As the input price are stabilising, EBITDA margins will improve gradually