*Sheela Foam Ltd.* | *CMP* Rs. 2103 | *M Cap* Rs. 10263 Cr | *52 W H/L* 2382/1222
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 732.7 Cr (-11.3% QoQ, 45.3% YoY) vs QoQ Rs. 825.9 Cr, YoY Rs. 504.1 Cr
EBIDTA came at Rs. 84.1 Cr (-41.6% QoQ, 13.8% YoY) vs QoQ Rs. 143.9 Cr, YoY Rs. 73.9 Cr
EBITDA Margin came at 11.5% vs QoQ 17.4%, YoY 14.7%
Adj. PAT came at Rs. 58.4 Cr vs QoQ Rs. 99.3 Cr, YoY Rs. 43.7 Cr
Quarter EPS is Rs. 12
Share is trading at P/E of 34.3x FY22E EPS
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 732.7 Cr (-11.3% QoQ, 45.3% YoY) vs QoQ Rs. 825.9 Cr, YoY Rs. 504.1 Cr
EBIDTA came at Rs. 84.1 Cr (-41.6% QoQ, 13.8% YoY) vs QoQ Rs. 143.9 Cr, YoY Rs. 73.9 Cr
EBITDA Margin came at 11.5% vs QoQ 17.4%, YoY 14.7%
Adj. PAT came at Rs. 58.4 Cr vs QoQ Rs. 99.3 Cr, YoY Rs. 43.7 Cr
Quarter EPS is Rs. 12
Share is trading at P/E of 34.3x FY22E EPS
*SH Kelkar – Q4FY21 Concall Update – Nirmal Bang Sec.*
*Outlook – Neutral for near term*
The stock is trading at 15.5x FY22E consensus earnings
• Q4 was impacted due to Covid disruptions however growth momentum is expected to continue as demand is recovering across customer segments
• The company has witnessed normalisation in demand and enquiries in both domestic and international markets
• CFF delivered healthy performance on the back of steady demand. Situation in Europe is improving – expect whole region to open by July-August.
• Maintain long term sales growth cagr of 12% however difficult to give any short-term guidance. *Q1 is expected to soft and growth is likely to resume from Q2 onwards*
• CFS + Nova – would grow by 10% CAGR
• *Gross margins are expected to maintain at ~42-43% in FY22 however it is likely to improve to 45% over 5 yrs*
• The company has been appointed as an exclusive distributor for Isobionics Santalol in India. This new fragrance ingredient is an alternative to sandalwood oil and is produced from renewable sources. Sandalwood market in India is Rs 100cr+. This deal can give further boost to growth
• *Fragrance Division* - The Company saw improved wins from existing and new large and mid-sized FMCG customers in the domestic markets. In addition, normalisation in demand across domestic and international markets assisted growth. Higher operating leverage resulted in improved yoy profitability performance
• *Flavour Division* - The segment witnessed steady offtake in domestic and European markets during the quarter. *Though margins during the quarter were impacted, the Company anticipates Qo-Q improvement, going forward*
• By investing small amount like Rs 4-5 cr can increase capacity by 30-40%. The company doesn’t need large capex
*Outlook – Neutral for near term*
The stock is trading at 15.5x FY22E consensus earnings
• Q4 was impacted due to Covid disruptions however growth momentum is expected to continue as demand is recovering across customer segments
• The company has witnessed normalisation in demand and enquiries in both domestic and international markets
• CFF delivered healthy performance on the back of steady demand. Situation in Europe is improving – expect whole region to open by July-August.
• Maintain long term sales growth cagr of 12% however difficult to give any short-term guidance. *Q1 is expected to soft and growth is likely to resume from Q2 onwards*
• CFS + Nova – would grow by 10% CAGR
• *Gross margins are expected to maintain at ~42-43% in FY22 however it is likely to improve to 45% over 5 yrs*
• The company has been appointed as an exclusive distributor for Isobionics Santalol in India. This new fragrance ingredient is an alternative to sandalwood oil and is produced from renewable sources. Sandalwood market in India is Rs 100cr+. This deal can give further boost to growth
• *Fragrance Division* - The Company saw improved wins from existing and new large and mid-sized FMCG customers in the domestic markets. In addition, normalisation in demand across domestic and international markets assisted growth. Higher operating leverage resulted in improved yoy profitability performance
• *Flavour Division* - The segment witnessed steady offtake in domestic and European markets during the quarter. *Though margins during the quarter were impacted, the Company anticipates Qo-Q improvement, going forward*
• By investing small amount like Rs 4-5 cr can increase capacity by 30-40%. The company doesn’t need large capex
👉 *LIC’s* increased the stake in the following companies
1. Rail Vikas Nigam Ltd
2. New India Assurance
3. Bajaj Auto
4. Tata Communications
5. Jammu and Kashmir Bank
6. Adani Total Gas
7. Alembic Pharmaceuticals
8. PI Industries
9. Aurobindo Pharma
10. Biocon
1. Rail Vikas Nigam Ltd
2. New India Assurance
3. Bajaj Auto
4. Tata Communications
5. Jammu and Kashmir Bank
6. Adani Total Gas
7. Alembic Pharmaceuticals
8. PI Industries
9. Aurobindo Pharma
10. Biocon
Week Ahead 🎪🎪🎪
-India to release GDP figures (Monday)
-RBI monetary policy on June 4th
-US jobs report and worldwide manufacturing and services PMIs
-US stock markets will be closed on Monday for the Memorial Day holiday
-India to release GDP figures (Monday)
-RBI monetary policy on June 4th
-US jobs report and worldwide manufacturing and services PMIs
-US stock markets will be closed on Monday for the Memorial Day holiday
⚡Three stories to begin your day:
1. Nokia refused Android
2. Yahoo refused Google
3. 97% of the Indians refused Stock Markets
And you all know what happened...
1. Nokia refused Android
2. Yahoo refused Google
3. 97% of the Indians refused Stock Markets
And you all know what happened...
Government to increase minimum air fares by around 13-15% for domestic flights w.e.f June 1.
Air fares were capped since May 2020. Government has raised air fares two times already in 2021
Air fares were capped since May 2020. Government has raised air fares two times already in 2021
Jindal Poly Q4FY21
Q4 Revenue 1,150 Cr Vs. 882 Cr YoY Vs. 1,069 Cr QoQ
FY21 Revenue: 4,082 Cr Vs. 3,546 Cr
Q4FY21 PAT: 230 Cr Vs. 139 Cr YoY Vs. 183 Cr QoQ
FY21 PAT: 788 Cr Vs. 489 Cr
EPS Q4: 52.6 Vs. 31.8 Vs. 41.8
EPS FY21: 180.6 Vs. 111.6
Net Ocf: 911 Cr Vs. 368 Cr.
Debt paid around 550 Cr.
Recommended INR 2 Per share as an dividend of FY21.
View: Very strong quarterly performance
Q4 Revenue 1,150 Cr Vs. 882 Cr YoY Vs. 1,069 Cr QoQ
FY21 Revenue: 4,082 Cr Vs. 3,546 Cr
Q4FY21 PAT: 230 Cr Vs. 139 Cr YoY Vs. 183 Cr QoQ
FY21 PAT: 788 Cr Vs. 489 Cr
EPS Q4: 52.6 Vs. 31.8 Vs. 41.8
EPS FY21: 180.6 Vs. 111.6
Net Ocf: 911 Cr Vs. 368 Cr.
Debt paid around 550 Cr.
Recommended INR 2 Per share as an dividend of FY21.
View: Very strong quarterly performance
*Time Technoplast Ltd.* | *CMP* Rs. 87 | *M Cap* Rs. 1967 Cr | *52 W H/L* 92/28
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 951.2 Cr (13.9% QoQ, 3.8% YoY) vs QoQ Rs. 834.8 Cr, YoY Rs. 916.1 Cr
EBIDTA came at Rs. 129.1 Cr (15% QoQ, 9.3% YoY) vs QoQ Rs. 112.3 Cr, YoY Rs. 118 Cr
EBITDA Margin came at 13.6% vs QoQ 13.4%, YoY 12.9%
Adj. PAT came at Rs. 52.2 Cr vs QoQ Rs. 38.5 Cr, YoY Rs. 38.3 Cr
Quarter EPS is Rs. 2.3
Share is trading at P/E of 9.2x FY22E EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 951.2 Cr (13.9% QoQ, 3.8% YoY) vs QoQ Rs. 834.8 Cr, YoY Rs. 916.1 Cr
EBIDTA came at Rs. 129.1 Cr (15% QoQ, 9.3% YoY) vs QoQ Rs. 112.3 Cr, YoY Rs. 118 Cr
EBITDA Margin came at 13.6% vs QoQ 13.4%, YoY 12.9%
Adj. PAT came at Rs. 52.2 Cr vs QoQ Rs. 38.5 Cr, YoY Rs. 38.3 Cr
Quarter EPS is Rs. 2.3
Share is trading at P/E of 9.2x FY22E EPS
*KEI Industries Ltd.* | *CMP* Rs. 624 | *M Cap* Rs. 5610 Cr | *52 W H/L* 639/268
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 1246.3 Cr (8.1% QoQ, -1% YoY) vs expectation of Rs. 1222.5 Cr, QoQ Rs. 1152.9 Cr, YoY Rs. 1258.5 Cr
EBIDTA came at Rs. 141.6 Cr (10.4% QoQ, 16.2% YoY) vs expectation of Rs. 136.3 Cr, QoQ Rs. 128.3 Cr, YoY Rs. 121.8 Cr
EBITDA Margin came at 11.4% vs expectation of 11.1%, QoQ 11.1%, YoY 9.7%
Adj. PAT came at Rs. 90.1 Cr vs expectation of Rs. 90.3 Cr, QoQ Rs. 79.7 Cr, YoY Rs. 62 Cr
Quarter EPS is Rs. 10
Share is trading at P/E of 17x FY22E EPS
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 1246.3 Cr (8.1% QoQ, -1% YoY) vs expectation of Rs. 1222.5 Cr, QoQ Rs. 1152.9 Cr, YoY Rs. 1258.5 Cr
EBIDTA came at Rs. 141.6 Cr (10.4% QoQ, 16.2% YoY) vs expectation of Rs. 136.3 Cr, QoQ Rs. 128.3 Cr, YoY Rs. 121.8 Cr
EBITDA Margin came at 11.4% vs expectation of 11.1%, QoQ 11.1%, YoY 9.7%
Adj. PAT came at Rs. 90.1 Cr vs expectation of Rs. 90.3 Cr, QoQ Rs. 79.7 Cr, YoY Rs. 62 Cr
Quarter EPS is Rs. 10
Share is trading at P/E of 17x FY22E EPS
*Suprajit Engineering Ltd.* | *CMP* Rs. 264 | *M Cap* Rs. 3693 Cr | *52 W H/L* 310/107
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 513 Cr (1.1% QoQ, 31.9% YoY) vs expectation of Rs. 484.9 Cr, QoQ Rs. 507.3 Cr, YoY Rs. 389 Cr
EBIDTA came at Rs. 81.7 Cr (-5.4% QoQ, 48.8% YoY) vs expectation of Rs. 78 Cr, QoQ Rs. 86.4 Cr, YoY Rs. 54.9 Cr
EBITDA Margin came at 15.9% vs expectation of 16.1%, QoQ 17%, YoY 14.1%
Adj. PAT came at Rs. 57.5 Cr vs expectation of Rs. 48.6 Cr, QoQ Rs. 51.6 Cr, YoY Rs. 30.4 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 21.2x FY22E EPS
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 513 Cr (1.1% QoQ, 31.9% YoY) vs expectation of Rs. 484.9 Cr, QoQ Rs. 507.3 Cr, YoY Rs. 389 Cr
EBIDTA came at Rs. 81.7 Cr (-5.4% QoQ, 48.8% YoY) vs expectation of Rs. 78 Cr, QoQ Rs. 86.4 Cr, YoY Rs. 54.9 Cr
EBITDA Margin came at 15.9% vs expectation of 16.1%, QoQ 17%, YoY 14.1%
Adj. PAT came at Rs. 57.5 Cr vs expectation of Rs. 48.6 Cr, QoQ Rs. 51.6 Cr, YoY Rs. 30.4 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 21.2x FY22E EPS
*ITD Cementation India Ltd.* | *CMP* Rs. 81 | *M Cap* Rs. 1385 Cr | *52 W H/L* 94/35
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 983.9 Cr (24.3% QoQ, 33% YoY) vs expectation of Rs. 920.9 Cr, QoQ Rs. 791.7 Cr, YoY Rs. 739.6 Cr
EBIDTA came at Rs. 113.8 Cr (60.4% QoQ, 35.2% YoY) vs expectation of Rs. 87.6 Cr, QoQ Rs. 70.9 Cr, YoY Rs. 84.2 Cr
EBITDA Margin came at 11.6% vs expectation of 9.5%, QoQ 9%, YoY 11.4%
Adj. PAT came at Rs. 52.5 Cr vs expectation of Rs. 35.9 Cr, QoQ Rs. 30 Cr, YoY Rs. 35.5 Cr
Quarter EPS is Rs. 3.1
Share is trading at P/E of 9.9x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 983.9 Cr (24.3% QoQ, 33% YoY) vs expectation of Rs. 920.9 Cr, QoQ Rs. 791.7 Cr, YoY Rs. 739.6 Cr
EBIDTA came at Rs. 113.8 Cr (60.4% QoQ, 35.2% YoY) vs expectation of Rs. 87.6 Cr, QoQ Rs. 70.9 Cr, YoY Rs. 84.2 Cr
EBITDA Margin came at 11.6% vs expectation of 9.5%, QoQ 9%, YoY 11.4%
Adj. PAT came at Rs. 52.5 Cr vs expectation of Rs. 35.9 Cr, QoQ Rs. 30 Cr, YoY Rs. 35.5 Cr
Quarter EPS is Rs. 3.1
Share is trading at P/E of 9.9x FY22E EPS
👍1
*Force Motors Ltd.* | *CMP* Rs. 1249 | *M Cap* Rs. 1624 Cr | *52 W H/L* 1560/806
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 612.5 Cr (24.7% QoQ, -6.3% YoY) vs QoQ Rs. 491.2 Cr, YoY Rs. 653.8 Cr
EBIDTA came at Rs. -36.2 Cr (-226% QoQ, -148.9% YoY) vs QoQ Rs. 28.7 Cr, YoY Rs. 74 Cr
EBITDA Margin came at -5.9% vs QoQ 5.8%, YoY 11.3%
Adj. PAT came at Rs. -53.7 Cr vs QoQ Rs. -19 Cr, YoY Rs. 25.6 Cr
Quarter EPS is Rs. -41.3
Share is trading at P/E of -13.1x TTM EPS
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 612.5 Cr (24.7% QoQ, -6.3% YoY) vs QoQ Rs. 491.2 Cr, YoY Rs. 653.8 Cr
EBIDTA came at Rs. -36.2 Cr (-226% QoQ, -148.9% YoY) vs QoQ Rs. 28.7 Cr, YoY Rs. 74 Cr
EBITDA Margin came at -5.9% vs QoQ 5.8%, YoY 11.3%
Adj. PAT came at Rs. -53.7 Cr vs QoQ Rs. -19 Cr, YoY Rs. 25.6 Cr
Quarter EPS is Rs. -41.3
Share is trading at P/E of -13.1x TTM EPS
*Jindal Poly Films Ltd.* | *CMP* Rs. 856 | *M Cap* Rs. 3749 Cr | *52 W H/L* 941/273
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1150.9 Cr (7.7% QoQ, 29% YoY) vs QoQ Rs. 1069 Cr, YoY Rs. 892.2 Cr
EBIDTA came at Rs. 243.6 Cr (-19.8% QoQ, 16.8% YoY) vs QoQ Rs. 303.6 Cr, YoY Rs. 208.6 Cr
EBITDA Margin came at 21.2% vs QoQ 28.4%, YoY 23.4%
Adj. PAT came at Rs. 230.9 Cr vs QoQ Rs. 197.2 Cr, YoY Rs. 165.9 Cr (Higher PAT is on account of higher other Income and negative finance cost)
Quarter EPS is Rs. 52.7
Share is trading at P/E of 4.7x TTM EPS
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1150.9 Cr (7.7% QoQ, 29% YoY) vs QoQ Rs. 1069 Cr, YoY Rs. 892.2 Cr
EBIDTA came at Rs. 243.6 Cr (-19.8% QoQ, 16.8% YoY) vs QoQ Rs. 303.6 Cr, YoY Rs. 208.6 Cr
EBITDA Margin came at 21.2% vs QoQ 28.4%, YoY 23.4%
Adj. PAT came at Rs. 230.9 Cr vs QoQ Rs. 197.2 Cr, YoY Rs. 165.9 Cr (Higher PAT is on account of higher other Income and negative finance cost)
Quarter EPS is Rs. 52.7
Share is trading at P/E of 4.7x TTM EPS
Money Market Update
The rupee ended at 72.43 against the U.S. Dollar on Friday as compared to Thursday's closing of 72.59.
The rupee ended at 72.43 against the U.S. Dollar on Friday as compared to Thursday's closing of 72.59.
*Ashika Global Market Update*
SGX NIFTY: -44(15419) @7:05 am *Considering Friday’s closing of 15463
DOW: +64(+0.19%)
DOW FUTURES: +16(+0.04%)
HANGSENG: -92(-0.32%)
SHANGHAI COMP: -14(-0.38%)
NIKKEI: -207(-0.733)
GOLD COMEX(USD/toz): 1907.10(+0.09%)
SILVER COMEX (USD/toz): 28.08(+0.22%)
LME COPPER(USD/MT): 10258.00(+0.36%)
LME ZINC(USD/MT): 3060.00(-0.03%)
LME ALUMINIUM(USD/MT): 2483.00(+0.08%)
BRENT CRUDE(USD/bbl): 68.75(+0.04%)
WTI CRUDE OIL(USD/bbl): 66.42(+0.15%)
USDINR: 72.43(-0.21%)
DOLLAR INDEX: 90.09(+0.06%)
US 10YRS BOND YIELD: 1.58%
INDIA 10YRS BOND YIELD: 6.00%
FII: +913
DII: +1275
FII F&O: +536
BSE CASH SEGMENT TRADED VALUE (Rs Crs): 5386
NSE CASH SEGMENT TRADED VALUE(Rs Crs): 74361
NSE ADVANCE/ DECLINE: 769/1206 (0.63)
Securities in Ban Period: SUNTV
Ashika
SGX NIFTY: -44(15419) @7:05 am *Considering Friday’s closing of 15463
DOW: +64(+0.19%)
DOW FUTURES: +16(+0.04%)
HANGSENG: -92(-0.32%)
SHANGHAI COMP: -14(-0.38%)
NIKKEI: -207(-0.733)
GOLD COMEX(USD/toz): 1907.10(+0.09%)
SILVER COMEX (USD/toz): 28.08(+0.22%)
LME COPPER(USD/MT): 10258.00(+0.36%)
LME ZINC(USD/MT): 3060.00(-0.03%)
LME ALUMINIUM(USD/MT): 2483.00(+0.08%)
BRENT CRUDE(USD/bbl): 68.75(+0.04%)
WTI CRUDE OIL(USD/bbl): 66.42(+0.15%)
USDINR: 72.43(-0.21%)
DOLLAR INDEX: 90.09(+0.06%)
US 10YRS BOND YIELD: 1.58%
INDIA 10YRS BOND YIELD: 6.00%
FII: +913
DII: +1275
FII F&O: +536
BSE CASH SEGMENT TRADED VALUE (Rs Crs): 5386
NSE CASH SEGMENT TRADED VALUE(Rs Crs): 74361
NSE ADVANCE/ DECLINE: 769/1206 (0.63)
Securities in Ban Period: SUNTV
Ashika
Paytm Ipo : The board of One97 Communications, Paytm's parent firm, gives in-principle approval for an IPO, setting the stage for what is likely to be one of India's largest public offerings.Reports
Result Today
Magma Fincorp Ltd.
Jamna Auto Industries Ltd.
Apar Industries Ltd.
Kolte Patil Developers Ltd.
Chemcon Speciality Chemicals Ltd.
Panama Petrochem Ltd.
Xchanging Solutions Ltd.
Chaman Lal Setia Exports Ltd.
Nelcast Ltd.
Asian Granito India Ltd.
Tourism Finance Corporation Of India Ltd.
Man Industries (India) Ltd.
Urja Global Ltd.
Vascon Engineers Ltd.
Astron Paper & Board Mill Ltd.
Bannari Amman Spinning Mills Ltd.
TIL Ltd.
Modison Metals Ltd.
Magma Fincorp Ltd.
Jamna Auto Industries Ltd.
Apar Industries Ltd.
Kolte Patil Developers Ltd.
Chemcon Speciality Chemicals Ltd.
Panama Petrochem Ltd.
Xchanging Solutions Ltd.
Chaman Lal Setia Exports Ltd.
Nelcast Ltd.
Asian Granito India Ltd.
Tourism Finance Corporation Of India Ltd.
Man Industries (India) Ltd.
Urja Global Ltd.
Vascon Engineers Ltd.
Astron Paper & Board Mill Ltd.
Bannari Amman Spinning Mills Ltd.
TIL Ltd.
Modison Metals Ltd.
🔹 *STOCKS TO WATCH:*
ADITYA BIRLA FASHION, ACTION CONSTRUCTION, DIVI’S LAB, SUMITOMO CHEMICAL, SMS PHARMA, AFFLE INDIA, HEIDELBERGCEMENT, SUDARSHAN CHEMICAL, ITD CEMENTATION, PRATAP SNACKS, TIME TECHNO, GLENMARK, JINDAL POLY, HIMATSINGKA SEIDE, FORTIS HEALTHCARE, BOB, INDIAN BANK
Aditya Birla Fashion: Q4 Cons Net Loss 1.38b Rupees Vs Loss 1.45b (YoY); Est Loss 360m | Profit 594m (QoQ) || Q4 Revenue 18.22b Rupees Vs 18.32b (YoY)
Action Construction Equipment: Q4 Cons Net Profit 386m Rupees Vs 136m (YoY) | 309m (QoQ) || Q4 Revenue 4.57b Rupees Vs 3.05b (YoY)
Divi’s Lab: Q4 Cons Net Profit 5.02b Rupees Vs 3.88b (YoY) | 4.71b (QoQ); Est. 4.7b || Q4 Revenue 17.88b Rupees Vs 13.9b (YoY) || Recommended Final Dividend Of 20 Rupees/Share
Sumitomo Chemical India: Q4 Cons Net Profit 541m Rupees Vs 229m (YoY); Est 370m | 541m (QoQ) || Q4 Revenue 5.34b Rupees Vs 4.47b (YoY)
SMS Pharmaceuticals: Q4 Cons Net Profit 222.1m Rupees Vs 62.5m (YoY) | 183m (QoQ) || Q4 Revenue 1.71b Rupees Vs 965m (YoY) || Dividend For The Year 2020-21 At Rupees 0.30 Per Equity Share
Affle India: Q4 Cons Net Profit 585m Rupees Vs 153m (YoY) | 306m (QoQ); Est 230m || Q4 Revenue 1.41b Rupees Vs 800m (YoY)
Heidelbergcement India: Q4 Sl Net Profit 1.4b Rupees Vs 663m (YoY); Est 710m | 636m (QoQ) || Q4 Revenue 5.81b Rupees Vs 5.10b (YoY) || Recommended Dividend 8 Rupees Per Share
Sudarshan Chemical: Q4 Cons Net Profit 534.2m Rupees Vs 273m (YoY); Est 421m | 392m (QoQ) || Q4 Revenue 5.73b Rupees Vs 4.42b (YoY)
ITD Cementation: Q4 Cons Net Profit 639.7m Rupees Vs 342m (YoY); Est 360m | 340m (QoQ) || Q4 Revenue 9.84b Rupees Vs 7.4b (YoY) || Recommendation For Payment Of Dividend At Rupees 0.12 Per Equity Share
Prataap Snacks : Q4 Cons Net Profit 71.3m Rupees Vs 197.5m (YoY); Est 10m | 45.4m (QoQ) || Q4 Revenue 3.08b Rupees Vs 3.1b (YoY) || Recommended Dividend Of Rupees 0.50 Per Share
Time Technoplast: Q4 Cons Net Profit 522m Rupees Vs 383m (YoY); Est 530m | 384m (QoQ) || Q4 Revenue 9.51b Rupees Vs 9.16b (YoY) || Recommended Final Dividend Of Rupees 0.70 Per Equity Share
Glenmark Pharma: Q4 Cons Net Profit 2.34b Rupees Vs 2.2b (YoY); Est 2.4b | 2.48b (QoQ) || Q4 Revenue 28.6b Rupees Vs 27.6b (YoY) || Recommended A Final Dividend Of Rupees 2.50 Per Equity Share
Jindal Poly Films: Q4 Cons Net Profit 2.3b Rupees Vs 1.39b (YoY) | 1.84b (QoQ) || Q4 Revenue 11.51b Rupees Vs 8.82b (YoY) || Recommended Dividend Rupees 2 Per Equity Share
Himatsingka Seide: Q4 Cons Net Profit 376m Rupees Vs Loss 688m (YoY) | Profit 451m (Qoq); Est. 370m || Q4 Revenue 7.46b Rupees Vs 4.35b (YoY) || Recommended Final Dividend Of 50 Paise/Share
Fortis Healthcare: Q4 Cons Net Profit 432m Rupees Vs Loss 445m (YoY) | Profit 299m (QoQ); est. Profit 570m || Q4 Revenue 12.52b Rupees Vs 11.13b (YoY)
Bank Of Baroda: Q4 Net Loss 10.46b Rupees Vs Profit 5.06b (YoY) | 10.61b (QoQ); Est. Profit 11b || Q4 Interest Income 166.8b Rupees Vs 186.9b (YoY) || Q4 Provisions 62.6b Rupees Vs 49.2b (YoY) || Q4 Gross Npa 8.87% Vs 8.48% (QoQ) || Q4 Net Npa 3.09% Vs 2.39% (YoY)
Indian Bank: Q4 Sl Net Profit 17.09b Rupees Vs Loss 2.18b (YoY); Est Profit 5.5b | Profit 5.14b (QoQ) || Q4 Revenue 89.04b Rupees Vs 54.93b (YoY) || Q4 Provisions 28.70b Rupees Vs 14.30b (YoY) || Q4 Net Npa 3.37% Vs 2.35% (QoQ) || Q4 Gross Npa 9.85% Vs 9.04% (QoQ) || Recommends Dividend Of 2 Rupees/Share
🔹 *Earnings Today:*
Apar Industries, Asian Granito, Auro Pharma, Honeywell Auto, Ingersoll Rand, Jamna Auto, JBF Industries, Kolte-Patil, Magma Fincorp, Narayana Hruda, Prakash Industries, Shilpa Medicare, Tourism Finance, TRF, Venus Remedies
🔹 *Stocks Ban In F&O:*
Sun TV
ADITYA BIRLA FASHION, ACTION CONSTRUCTION, DIVI’S LAB, SUMITOMO CHEMICAL, SMS PHARMA, AFFLE INDIA, HEIDELBERGCEMENT, SUDARSHAN CHEMICAL, ITD CEMENTATION, PRATAP SNACKS, TIME TECHNO, GLENMARK, JINDAL POLY, HIMATSINGKA SEIDE, FORTIS HEALTHCARE, BOB, INDIAN BANK
Aditya Birla Fashion: Q4 Cons Net Loss 1.38b Rupees Vs Loss 1.45b (YoY); Est Loss 360m | Profit 594m (QoQ) || Q4 Revenue 18.22b Rupees Vs 18.32b (YoY)
Action Construction Equipment: Q4 Cons Net Profit 386m Rupees Vs 136m (YoY) | 309m (QoQ) || Q4 Revenue 4.57b Rupees Vs 3.05b (YoY)
Divi’s Lab: Q4 Cons Net Profit 5.02b Rupees Vs 3.88b (YoY) | 4.71b (QoQ); Est. 4.7b || Q4 Revenue 17.88b Rupees Vs 13.9b (YoY) || Recommended Final Dividend Of 20 Rupees/Share
Sumitomo Chemical India: Q4 Cons Net Profit 541m Rupees Vs 229m (YoY); Est 370m | 541m (QoQ) || Q4 Revenue 5.34b Rupees Vs 4.47b (YoY)
SMS Pharmaceuticals: Q4 Cons Net Profit 222.1m Rupees Vs 62.5m (YoY) | 183m (QoQ) || Q4 Revenue 1.71b Rupees Vs 965m (YoY) || Dividend For The Year 2020-21 At Rupees 0.30 Per Equity Share
Affle India: Q4 Cons Net Profit 585m Rupees Vs 153m (YoY) | 306m (QoQ); Est 230m || Q4 Revenue 1.41b Rupees Vs 800m (YoY)
Heidelbergcement India: Q4 Sl Net Profit 1.4b Rupees Vs 663m (YoY); Est 710m | 636m (QoQ) || Q4 Revenue 5.81b Rupees Vs 5.10b (YoY) || Recommended Dividend 8 Rupees Per Share
Sudarshan Chemical: Q4 Cons Net Profit 534.2m Rupees Vs 273m (YoY); Est 421m | 392m (QoQ) || Q4 Revenue 5.73b Rupees Vs 4.42b (YoY)
ITD Cementation: Q4 Cons Net Profit 639.7m Rupees Vs 342m (YoY); Est 360m | 340m (QoQ) || Q4 Revenue 9.84b Rupees Vs 7.4b (YoY) || Recommendation For Payment Of Dividend At Rupees 0.12 Per Equity Share
Prataap Snacks : Q4 Cons Net Profit 71.3m Rupees Vs 197.5m (YoY); Est 10m | 45.4m (QoQ) || Q4 Revenue 3.08b Rupees Vs 3.1b (YoY) || Recommended Dividend Of Rupees 0.50 Per Share
Time Technoplast: Q4 Cons Net Profit 522m Rupees Vs 383m (YoY); Est 530m | 384m (QoQ) || Q4 Revenue 9.51b Rupees Vs 9.16b (YoY) || Recommended Final Dividend Of Rupees 0.70 Per Equity Share
Glenmark Pharma: Q4 Cons Net Profit 2.34b Rupees Vs 2.2b (YoY); Est 2.4b | 2.48b (QoQ) || Q4 Revenue 28.6b Rupees Vs 27.6b (YoY) || Recommended A Final Dividend Of Rupees 2.50 Per Equity Share
Jindal Poly Films: Q4 Cons Net Profit 2.3b Rupees Vs 1.39b (YoY) | 1.84b (QoQ) || Q4 Revenue 11.51b Rupees Vs 8.82b (YoY) || Recommended Dividend Rupees 2 Per Equity Share
Himatsingka Seide: Q4 Cons Net Profit 376m Rupees Vs Loss 688m (YoY) | Profit 451m (Qoq); Est. 370m || Q4 Revenue 7.46b Rupees Vs 4.35b (YoY) || Recommended Final Dividend Of 50 Paise/Share
Fortis Healthcare: Q4 Cons Net Profit 432m Rupees Vs Loss 445m (YoY) | Profit 299m (QoQ); est. Profit 570m || Q4 Revenue 12.52b Rupees Vs 11.13b (YoY)
Bank Of Baroda: Q4 Net Loss 10.46b Rupees Vs Profit 5.06b (YoY) | 10.61b (QoQ); Est. Profit 11b || Q4 Interest Income 166.8b Rupees Vs 186.9b (YoY) || Q4 Provisions 62.6b Rupees Vs 49.2b (YoY) || Q4 Gross Npa 8.87% Vs 8.48% (QoQ) || Q4 Net Npa 3.09% Vs 2.39% (YoY)
Indian Bank: Q4 Sl Net Profit 17.09b Rupees Vs Loss 2.18b (YoY); Est Profit 5.5b | Profit 5.14b (QoQ) || Q4 Revenue 89.04b Rupees Vs 54.93b (YoY) || Q4 Provisions 28.70b Rupees Vs 14.30b (YoY) || Q4 Net Npa 3.37% Vs 2.35% (QoQ) || Q4 Gross Npa 9.85% Vs 9.04% (QoQ) || Recommends Dividend Of 2 Rupees/Share
🔹 *Earnings Today:*
Apar Industries, Asian Granito, Auro Pharma, Honeywell Auto, Ingersoll Rand, Jamna Auto, JBF Industries, Kolte-Patil, Magma Fincorp, Narayana Hruda, Prakash Industries, Shilpa Medicare, Tourism Finance, TRF, Venus Remedies
🔹 *Stocks Ban In F&O:*
Sun TV
Insider Trades
Eris Lifesciences: Promoter Himanshu Shah sold 5,803 shares on May 25.
Godrej Agrovet: Promoter Godrej Industries bought 2,317 shares on May 24.
GHCL: Promoter Neelabh Dalmia bought 15,000 shares between May 25-27 and Promoter Anurag Dalmia bought 10,000 shares on May 25. Promoter Group Ram Krishna Dalmia Foundation sold 25,000 shares between May 25-27.
Kalpataru Power Transmission:Promoter Group Kalpataru Properties sold 28.88 lakh shares on May 26.
Ultramarine & Pigments: Promoter Sridhar Sundararajan sold 10,500 shares on May 27 and Promoter Jayalakshmi Venkataraman 11,000 shares on May 27.
Eris Lifesciences: Promoter Himanshu Shah sold 5,803 shares on May 25.
Godrej Agrovet: Promoter Godrej Industries bought 2,317 shares on May 24.
GHCL: Promoter Neelabh Dalmia bought 15,000 shares between May 25-27 and Promoter Anurag Dalmia bought 10,000 shares on May 25. Promoter Group Ram Krishna Dalmia Foundation sold 25,000 shares between May 25-27.
Kalpataru Power Transmission:Promoter Group Kalpataru Properties sold 28.88 lakh shares on May 26.
Ultramarine & Pigments: Promoter Sridhar Sundararajan sold 10,500 shares on May 27 and Promoter Jayalakshmi Venkataraman 11,000 shares on May 27.
OPERATOR KI KHABAR
JUNE 2021 EDITION .
1) Update- in last edition it was mentioned That sugar stocks such as Dhampur sugars ,Praj industries ,kesoram ,mawana sugars ,bajaj hindustan ,shree renuka sugars ,balrampur chini etc will show a tremendous rally and That happened ,Rally in sugar stocks is here to stay for a long time .Buy on Dips all good sugar stocks .One can expect a rally of more 30 to 50 percent in good sugar stocks .
2) Market is in complete control of bulls ,But valuations have gone very expensive .Even bad quality stocks are rallying which is a worry factor for markets ,Even Rbi has warned of bubble in Indian stock markets ,One should book profits on regular intervals .
3) Heranba Industries is catching eye of some Hni and smart investors ,At cmp of 700, stock has potential to double from here ,investors with a long term view can accumalate stock on dips .
4) Reliance industires after making a base around 1950 zones has bounced back in style ,Punters say stock can rally to 2250 to 2400 zones in coming months.
5) Update- As menetioned in last edition That Bombay dyeing has reported Bad set of numbers ,The stock has already started correcting ,cmp is 80 and stock can decline to levels of 50.Avoid any buying in the stock .
6) Time technoplast may be re rated soon ,The company is posting excellent results .AT cmp of around 85 stock can be bough on dips to 70 ,Traget for teh same is 150.
7) Precision camshafts reported dissappointing set of results ,stock can correact heavily ,stay away from the stock or exit .
8) Zee entertainment is a value Buy as per some market Pundits At cmp of 210 it is very undervalued ,stock can race to 400 if things fall in right place .Purely a stock pick for high risk taking investors .
9) Update-as mentioned in last edition That indian cements can chow a good rally ,same happened ,fundamentals of company are improving ,demand for cement is improving ,stock can rally to 300 levels in longer term ,a buy on all dips undobutedly.
10) Sun pharma is going from strength to stregth ,stock is heard to be accumalated by some smart bulls ,stock can reach 1000 to 1200 levels in medium term ,keep a eagle eye on the stock.
11) Sun tv is gaining ground ,Dmk win in tamil nadu may boost prospects for stocks ,its also undervalued ,at cmp of 540 stock can be bought on dips with a target of 900 in coming times .A value pick for value loving investors .
12) Update- Rane madras ltd reported bad set of numbers ,the stock has already started correcting after that ,the stock can correct another 30 to 50 percent from cmp of 350 ,stay away or exit.
13) Some economic experts believe that Petrol Prices can rise up to 110 rs to 115 rs per litre which may increase inflation ,this may prove dampener for markets ,keep a eye on rising petro prices.
14 ) Hind pertro ( hpcl ) is heard to be accumalated by some strong hands ,the stock seems to have made a strong base around 200 and can rally to levels of 350 to 380 in longer term ,its a fantastic buy on all dips .
15) Man infra seems to be a multibagger in making ,its involved in business of civil consturction and has a low debt ,buy around levels of 45 and on all dips to 35 with a longer term target of 200 in coming years .
16) Update- As mentioned that Rally in Aditya birla capital is bit far over stretched and stock can correct to levels of 90 to 80 ,the stock has already started showing correction.stay away or exit ,stock can even correct to levels of 70 if market shows a good correction .
17) Some smart bulls are heard to be exiting their postions from mid caps and small cap stocks ,as market is really looking expensive ,economic activity on the ground is very weak ,third wave of corona is believed to be very lethal than second wave ,some smart bulls are of the view that whenever market corrects ,the correction would be devastating .
18) Rising metal price are Hurting auto ancillary industries and stocks ,stay away from all the auto ancillary stocks .
JUNE 2021 EDITION .
1) Update- in last edition it was mentioned That sugar stocks such as Dhampur sugars ,Praj industries ,kesoram ,mawana sugars ,bajaj hindustan ,shree renuka sugars ,balrampur chini etc will show a tremendous rally and That happened ,Rally in sugar stocks is here to stay for a long time .Buy on Dips all good sugar stocks .One can expect a rally of more 30 to 50 percent in good sugar stocks .
2) Market is in complete control of bulls ,But valuations have gone very expensive .Even bad quality stocks are rallying which is a worry factor for markets ,Even Rbi has warned of bubble in Indian stock markets ,One should book profits on regular intervals .
3) Heranba Industries is catching eye of some Hni and smart investors ,At cmp of 700, stock has potential to double from here ,investors with a long term view can accumalate stock on dips .
4) Reliance industires after making a base around 1950 zones has bounced back in style ,Punters say stock can rally to 2250 to 2400 zones in coming months.
5) Update- As menetioned in last edition That Bombay dyeing has reported Bad set of numbers ,The stock has already started correcting ,cmp is 80 and stock can decline to levels of 50.Avoid any buying in the stock .
6) Time technoplast may be re rated soon ,The company is posting excellent results .AT cmp of around 85 stock can be bough on dips to 70 ,Traget for teh same is 150.
7) Precision camshafts reported dissappointing set of results ,stock can correact heavily ,stay away from the stock or exit .
8) Zee entertainment is a value Buy as per some market Pundits At cmp of 210 it is very undervalued ,stock can race to 400 if things fall in right place .Purely a stock pick for high risk taking investors .
9) Update-as mentioned in last edition That indian cements can chow a good rally ,same happened ,fundamentals of company are improving ,demand for cement is improving ,stock can rally to 300 levels in longer term ,a buy on all dips undobutedly.
10) Sun pharma is going from strength to stregth ,stock is heard to be accumalated by some smart bulls ,stock can reach 1000 to 1200 levels in medium term ,keep a eagle eye on the stock.
11) Sun tv is gaining ground ,Dmk win in tamil nadu may boost prospects for stocks ,its also undervalued ,at cmp of 540 stock can be bought on dips with a target of 900 in coming times .A value pick for value loving investors .
12) Update- Rane madras ltd reported bad set of numbers ,the stock has already started correcting after that ,the stock can correct another 30 to 50 percent from cmp of 350 ,stay away or exit.
13) Some economic experts believe that Petrol Prices can rise up to 110 rs to 115 rs per litre which may increase inflation ,this may prove dampener for markets ,keep a eye on rising petro prices.
14 ) Hind pertro ( hpcl ) is heard to be accumalated by some strong hands ,the stock seems to have made a strong base around 200 and can rally to levels of 350 to 380 in longer term ,its a fantastic buy on all dips .
15) Man infra seems to be a multibagger in making ,its involved in business of civil consturction and has a low debt ,buy around levels of 45 and on all dips to 35 with a longer term target of 200 in coming years .
16) Update- As mentioned that Rally in Aditya birla capital is bit far over stretched and stock can correct to levels of 90 to 80 ,the stock has already started showing correction.stay away or exit ,stock can even correct to levels of 70 if market shows a good correction .
17) Some smart bulls are heard to be exiting their postions from mid caps and small cap stocks ,as market is really looking expensive ,economic activity on the ground is very weak ,third wave of corona is believed to be very lethal than second wave ,some smart bulls are of the view that whenever market corrects ,the correction would be devastating .
18) Rising metal price are Hurting auto ancillary industries and stocks ,stay away from all the auto ancillary stocks .