Adani Power
Adani Transmission
Adani Total Gas
Adani Green


*All stocks are shifted to T2T*


T2T means.. you cannot sell share same day, even within 2 days.. For E.g. Bought on Monday it cannot be sold before Wednesday...
Big Breaking-- NSDL has frozen the accounts of three foreign funds - Albula Investment Fund, Cresta Fund and APMS Investment Fund — which together own over Rs 43,500 crore worth of shares in four Adani Group companies.

https://youtu.be/ATqyeMBIku0

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*ADANI PORTS: DEMAT ACCOUNT IN WHICH FUNDS HOLD SHRS NOT FROZEN

Registrar clarified to Adani Group that all 3 FPI accounts are ACTIVE

*Globus Spirits Ltd.* | *CMP* Rs. 408 | *M Cap* Rs. 1175 Cr | *52 W H/L* 423/97
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 356.7 Cr (12.7% QoQ, 31.4% YoY) vs QoQ Rs. 316.4 Cr, YoY Rs. 271.5 Cr
EBIDTA came at Rs. 90.6 Cr (34.3% QoQ, 156.3% YoY) vs QoQ Rs. 67.5 Cr, YoY Rs. 35.3 Cr
EBITDA Margin came at 25.4% vs QoQ 21.3%, YoY 13%
Adj. PAT came at Rs. 50.6 Cr vs QoQ Rs. 38.2 Cr, YoY Rs. 19.4 Cr
Quarter EPS is Rs. 17.6
Share is trading at P/E of 8.3x TTM EPS

*IDFC Ltd.* | *CMP* Rs. 57 | *M Cap* Rs. 9155 Cr | *52 W H/L* 60/17
(Nirmal Bang Retail Research)
*Result has improved*
*Result is insignificant as IDFC Ltd is the holding Co of IDFC Bank Ltd. IDFC Bank has already declared its result which was ok*
Revenue from Operations came at Rs. 127.8 Cr (23.1% QoQ, 171.5% YoY) vs QoQ Rs. 103.8 Cr, YoY Rs. 47.1 Cr
EBIDTA came at Rs. 65.3 Cr (23.6% QoQ, -378.1% YoY) vs QoQ Rs. 52.8 Cr, YoY Rs. -23.5 Cr
EBITDA Margin came at 51.1% vs QoQ 50.9%, YoY -49.9%
Adj. PAT came at Rs. 41.1 Cr vs QoQ Rs. -205.6 Cr, YoY Rs. -240.5 Cr
Quarter EPS is Rs. 0.3
Share is trading at P/E of -27.2x TTM EPS

*Kajaria Ceramics Ltd.* | *CMP* Rs. 1037 | *M Cap* Rs. 16497 Cr | *52 W H/L* 1037/343
(Nirmal Bang Retail Research)
*Result marginally ahead of Expectation*
Revenue from Operations came at Rs. 952.5 Cr (13.6% QoQ, 46.1% YoY) vs expectation of Rs. 877 Cr, QoQ Rs. 838.3 Cr, YoY Rs. 652 Cr
EBIDTA came at Rs. 190.9 Cr (5% QoQ, 104.5% YoY) vs expectation of Rs. 181.3 Cr, QoQ Rs. 181.8 Cr, YoY Rs. 93.4 Cr
EBITDA Margin came at 20% vs expectation of 20.7%, QoQ 21.7%, YoY 14.3%
Adj. PAT came at Rs. 127.1 Cr vs expectation of Rs. 113.8 Cr, QoQ Rs. 118.9 Cr, YoY Rs. 49.6 Cr
Quarter EPS is Rs. 8
Share is trading at P/E of 43.5x FY22E EPS

DCM SHRIRAM: CO MEET WILL BE HELD ON TUESDAY, THE 29TH JUNE 2021, INTER-ALIA TO CONSIDER A PROPOSAL FOR SUB-DIVISION OF THE NOMINAL VALUE OF THE EQUITY SHARES IN THE COMPANY FROM RS. 10 PER SHARE TO RS. 2 PER SHARE

ABB: CO COMMISSIONS DIGITAL PLATFORM INTEGRATION FOR SUNFLAG STEEL TO ENABLE BETTER METALS PLANT DECISION MAKING

LUPIN: CO GETS UK MARKETING AUTHORIZATION FOR GENERIC FOSTAIR
FOSTAIR HAD 18 BILLION SALES

LAURUS LABS: CO PROMOTER RELEASES PLEDGE 1.7M SHARES OR 0.32% STAKE ON 11TH JUNE

SHRIRAM TRANSPORT: CO RAISES RUPEES 19.99B VIA QIP ROUTE || BOARD ALSO APPROVES PREFERENTIAL ISSUE TO SHRIRAM CAPITAL (PROMOTER) FOR RUPEES 5B

INDIA (MAY) WPI INFLATION (YOY) ACTUAL: 12.94% VS 10.49% PREVIOUS; EST 13.40%

Sebi fines Santosh Kamath, Sanjay Sapre and other debt fund managers in Franklin case

https://economictimes.indiatimes.com/mf/mf-news/sebi-fines-santosh-kamath-sanjay-sapre-and-other-debt-fund-managers-in-franklin-case/articleshow/83513486.cms

Download Economic Times App to stay updated with Business News -
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Result Highlights

JK Cement Ltd.: Net Revenue at Rs. 2134.2 crore, Rs. 1545.7 crore YoY, Rs. 1832.7 crore QoQ (+38.1% YoY, +16.4% QoQ). EBITDA at Rs. 444.4 crore, Rs. 352.1 crore YoY, Rs. 450.3 crore QoQ (+26.2% YoY, -1.3% QoQ). EBITDA Margin at 20.8%, -196 bps YoY and -375 bps QoQ. Net Profit at Rs. 214.3 crore, Rs. 160.8 crore YoY, Rs. 217.3 crore QoQ (+33.3% YoY, -1.4% QoQ).

Anupam Rasayan India Ltd.: Net Revenue at Rs. 271.7 crore, Rs. 157.1 crore YoY, Rs. 184.1 crore QoQ (+73% YoY, +47.6% QoQ). EBITDA at Rs. 63.0 crore, Rs. 32.7 crore YoY, Rs. 53.4 crore QoQ (+92.5% YoY, +18.1% QoQ). EBITDA Margin at 23.2%, +235 bps YoY and +-580 bps QoQ. Net Profit at Rs. 22.1 crore, Rs. 10.4 crore YoY, Rs. 21.7 crore QoQ (+113.3% YoY, +2.3% QoQ). Ashika

Minda Industries Ltd.: Net Revenue at Rs. 2238.3 crore, Rs. 1339.0 crore YoY, Rs. 2031.2 crore QoQ (+67.2% YoY, +10.2% QoQ). EBITDA at Rs. 301.6 crore, Rs. -18.9 crore YoY, Rs. 278.9 crore QoQ (+8.1% QoQ). EBITDA Margin at 13.5%, +1489 bps YoY and +-26 bps QoQ. Net Profit at Rs. 142.4 crore, Rs. 18.9 crore YoY, Rs. 127.7 crore QoQ (+652.4% YoY, +11.4% QoQ).

VRL Logistics Ltd.: Net Revenue at Rs. 600.2 crore, Rs. 497.8 crore YoY, Rs. 563.4 crore QoQ (+20.6% YoY, +6.5% QoQ). EBITDA at Rs. 95.6 crore, Rs. 56.6 crore YoY, Rs. 98.8 crore QoQ (+68.9% YoY, -3.2% QoQ). EBITDA Margin at 15.9%, +456 bps YoY and +-160 bps QoQ. Net Profit at Rs. 37.2 crore, Rs. 2.1 crore YoY, Rs. 39.7 crore QoQ (+1637.3% YoY, -6.5% QoQ).

Capacite Infraprojects Ltd.: Net Revenue at Rs. 369.0 crore, Rs. 307.2 crore YoY, Rs. 305.8 crore QoQ (+20.1% YoY, +20.7% QoQ). EBITDA at Rs. 66.4 crore, Rs. 47.6 crore YoY, Rs. 54.6 crore QoQ (+39.5% YoY, +21.6% QoQ). EBITDA Margin at 18%, +250 bps YoY and +14 bps QoQ. Net Profit at Rs. 24.5 crore, Rs. 4.0 crore YoY, Rs. 15.3 crore QoQ (+507.4% YoY, +59.9% QoQ). Ashika

Care Ratings Ltd.: Net Revenue at Rs. 79.6 crore, Rs. 66.0 crore YoY, Rs. 55.6 crore QoQ (+20.6% YoY, +43.1% QoQ). EBITDA at Rs. 30.6 crore, Rs. 15.2 crore YoY, Rs. 18.3 crore QoQ (+101.7% YoY, +67.4% QoQ). EBITDA Margin at 38.4%, +1544 bps YoY and +557 bps QoQ. Net Profit at Rs. 26.5 crore, Rs. 15.7 crore YoY, Rs. 18.9 crore QoQ (+68.9% YoY, +39.9% QoQ).

Lumax Auto Technologies Ltd.: Net Revenue at Rs. 388.0 crore, Rs. 272.7 crore YoY, Rs. 365.2 crore QoQ (+42.3% YoY, +6.2% QoQ). EBITDA at Rs. 42.7 crore, Rs. 14.6 crore YoY, Rs. 38.0 crore QoQ (+192% YoY, +12.6% QoQ). EBITDA Margin at 11%, +565 bps YoY and +62 bps QoQ. Net Profit at Rs. 24.9 crore, Rs. 6.2 crore YoY, Rs. 25.4 crore QoQ (+299.1% YoY, -1.9% QoQ).

Indian Hume Pipe Company Ltd.: Net Revenue at Rs. 458.7 crore, Rs. 396.9 crore YoY, Rs. 279.9 crore QoQ (+15.6% YoY, +63.9% QoQ). EBITDA at Rs. 49.2 crore, Rs. 58.2 crore YoY, Rs. 28.9 crore QoQ (-15.4% YoY, +70.3% QoQ). EBITDA Margin at 10.7%, -393 bps YoY and 41 bps QoQ. Net Profit at Rs. 38.5 crore, Rs. 25.3 crore YoY, Rs. 4.4 crore QoQ (+51.7% YoY, +767.4% QoQ).

Securities in Ban For Trade Date 15-June-2021:


CANBANK
IBULLHSGFIN
NATIONALUM
PNB
SUNTV

*Added PNB*
*Deleted BHEL*

NSDL says accounts of foreign funds invested in Adani companies are not frozen

https://www.moneycontrol.com/news/business/markets/nsdl-says-accounts-of-foreign-funds-invested-in-adani-companies-are-not-frozen-7034331.html

*Coal India Ltd.* | *CMP* Rs. 159 | *M Cap* Rs. 98172 Cr | *52 W H/L* 165/110
(Nirmal Bang Retail Research)
*Result above expectation*
Revenue from Operations came at Rs. 26700.1 Cr (12.7% QoQ, -3.1% YoY) vs expectation of Rs. 26397 Cr, QoQ Rs. 23686 Cr, YoY Rs. 27568.2 Cr
Off-Take came at 164.9 mnt vs QoQ 153.5 mnt, YoY 164.3 mnt
Realisation stood at Rs. 1486.5 Cr vs QoQ Rs. 1414.2 Cr, YoY Rs. 1557.7 Cr
EBIDTA came at Rs. 6382.1 Cr (23.6% QoQ, -5.2% YoY) vs expectation of Rs. 5922.5 Cr, QoQ Rs. 5164.8 Cr, YoY Rs. 6728.9 Cr
EBITDA Margin came at 23.9% vs expectation of 22.4%, QoQ 21.8%, YoY 24.4%
EBITDA per tonne stood at Rs.387.1 vs QoQ Rs. 336.5, YoY Rs. 409.5
Adj. PAT came at Rs. 4586.8 Cr vs expectation of Rs. 4357 Cr, QoQ Rs. 3085.4 Cr, YoY Rs. 4638 Cr
Quarter EPS is Rs. 7.4
Share is trading at P/E of 7.1x FY22E EPS

*CARE Q4FY21 Concall Update*
(Nirmal Bang Securities)
*Outlook : Long Term Positive*
• Corporate bond issuances were at the highest levels at 7.63 lac cr (+12% YoY) and were tilted towards the finance sector.
• Co has a strong positioning in both the dominant areas of BFSI and Infra.
• Co has recruited many top management personnel some of which are Chief of Ratings, Chief of IT, CEO for analytics subsidiary.
• Co will try and increase its market share by doing the basics right and giving full freedom to ratings analysts without putting pressure on them, increase brand awareness by conducting industry webinars.
• Employee expenses which increased to runrate of 30cr during the qtr are likely to increase further with salary hikes in current year (from earlier range of 24-26cr per qtr).
• Rather than bank loan ratings, Care will target the bond markets and new products like Reits & Invits where competition is lower.
• Care believes wholesale credit growth will bounce back as few sectors are likely to face supply shortages.
• Atleast one third of the business should come from outside of ratings business in the next 3 years. This would be from advisory, risk solutions and analytics.

Stock is trading at P/E of 20x FY22E EPS

*SAGAR CEMENTS*
Board meet on July-1 to consider Stock Split

Current Face Value of Rs 10 each



*ROYAL_ORCHID_HOTELS*
Rating Agency ICRA Revises Outlook
From Stable To Negative; Rating Re-Affirmed

*DLINK_INDIA*
OHM INVESTMENT CORPORATION Bought 3 Lakh Shares Rs 121.57/ Share

*VGUARD_INDUSTRIES*
➖
Promoter CHITTILAPPILLY THOMAS KOCHUOUSEPH Sold 50 Lakh Shares

➕
Chunk Bought By SBI MUTUAL FUND