Rattan India Q4 : Net Profit of Rs 39 cr Against Rs 511 cr Loss last year

Revenue Up 193 % to Rs 862 cr

Birla Cable Q4 : Net Profit of Rs 6.32 cr Against Rs 9 lkh last year

Revenue Up 100 % to Rs 118 cr

Revathy Equipment Q4 ; Net loss Of Rs 1.37 cr against Rs 8 cr Profit last year

Revenue Up 30 % to Rs 60 cr

The situation is so grim that North Korean farmers were reportedly asked to contribute 2 litres of their urine every day to help produce fertilizer. #NorthKorea #FoodCrisis

https://www.cnbctv18.com/world/north-korea-food-crisis-a-kg-of-bananas-costs-rs-3336-black-tea-at-rs-5167-kim-jong-un-calls-situation-tense-9713821.htm?utm_source=telegramapp&utm_medium=social&utm_campaign=telegram

*Nava Bharat Ventures Q4FY21 (Consolidated, QoQ)*

Revenue up 4% at Rs 688.66 crore Vs Rs 660.12 crore

Net profit down 1% at Rs 159.41 crore Vs Rs 161.78 crore

Ebitda down 5% at Rs 260.22 crore Vs Rs 272.99 crore

Ebitda margin at 37.8% Vs 41.4%

View: Result is below expectation in all parameters. Share support 100

*Tube Investments of India Q4FY21 (Consolidated, QoQ)*

Revenue up 61% at Rs 2,732.82 crore Vs Rs 1,699.99 crore

Net profit up 34% at Rs 143.84 crore Vs Rs 107.35 crore

Ebitda up 14% at Rs 263.44 crore Vs Rs 230.56 crore

Ebitda margin at 9.6% Vs 13.6%

Recommended a final dividend of Rs 1.50 per share To raise Rs 200 crore by way of issue of privately placed secured NCDs

View: Result is overall good, however margin contracted due to higher cost.

*Datamatics Global Services: To complete the acquisition of 49.50% stake in Cybercom Datamatics Information Solutions by September 30*

Nazara Technologies Slips After CLSA's Sell Call

Shares of the Rakesh Jhunjhunwala-backed firm fell as much as 5.9% after CLSA initiated coverage on the stock with a 'sell' rating and a target price of Rs 1,095, implying a potential downside of 34%.

The brokerage firm cited e-sports still being a niche nascent market in India and the expected intensification of competition from the likes of Jio Games, MPL, Paytm First Games and Dream 11 in the gaming sector as reasons for its bearish rating.

In its report, CLSA added that Nazara's stock valuation is expensive and carries a "hefty scarcity premium of 3x to CLSA’s India coverage".

*Praj Industries' Shishir Joshipura believes that the company has exhibited 'power of resilience' over the years. He says, "It has taken 35+ years of commitment, teamwork, and passion to grow company and that the pandemic has forced resilience in human race." However, there is a need to take actions to reduce emission footprint, bio-fuels will address clean house gas emission. He also talks about the ethanol blending target being brought forward much, says that it was a much-needed move! "Every country must find ways to best utilise technology.Tech can enable preserving natural resources, The sugar waste must be utilised for other purposes and there is a need to address issue to use residue waste, and a need for sustainable eco-system to overcome policy hurdles*

Vodafone Idea : sources says Co. planning for QIP of Rs 5000- 7000

Possibly May Get FDI aporoval From telcome ministry

Religare plans Rs.2,000-Cr IPO for health insurance arm Care

Publicly listed Religare Enterprises (REL) is considering an initial public offer (IPO) of up to INR 2,000 crore for its health insurance subsidiary Care Health Insurance, where it plans to issue fresh shares. REL is in talks with investment banks for the proposed listing and the IPO may be launched around the end of this fiscal.

REL owns an around 70% stake in the firm while Kedara Capital has around 18% stake.

HDFC Bank recommended dividend of Rs. 6.50 per equity share of face value of Re.1/- each.

The record date has been fixed as June 30, 2021 for the purpose of ascertaining the entitlement of the dividend.

PSP Projects Ltd. | CMP Rs. 441 | M Cap Rs. 1588 Cr | 52 W H/L 531/337
(Nirmal Bang Retail Research)
Result in line with expectation
Revenue from Operations came at Rs. 500.7 Cr (28.3% QoQ, 9.7% YoY) vs expectation of Rs. 515.1 Cr, QoQ Rs. 390.2 Cr, YoY Rs. 456.4 Cr
EBIDTA came at Rs. 62.1 Cr (32.2% QoQ, 22.8% YoY) vs expectation of Rs. 64.4 Cr, QoQ Rs. 46.9 Cr, YoY Rs. 50.5 Cr
EBITDA Margin came at 12.4% vs expectation of 12.5%, QoQ 12%, YoY 11.1%
Adj. PAT came at Rs. 40.7 Cr vs expectation of Rs. 40.3 Cr, QoQ Rs. 30.7 Cr, YoY Rs. 34.3 Cr
Quarter EPS is Rs. 11.3
Share is trading at P/E of 10.5x FY22E EPS

Ruchira Papers Ltd. | CMP Rs. 86 | M Cap Rs. 209 Cr | 52 W H/L 89/43
(Nirmal Bang Retail Research)
Result Improved
Revenue from Operations came at Rs. 141 Cr (20.5% QoQ, 31.2% YoY) vs QoQ Rs. 117 Cr, YoY Rs. 107.5 Cr
EBIDTA came at Rs. 16.8 Cr (216.1% QoQ, 212.6% YoY) vs QoQ Rs. 5.3 Cr, YoY Rs. 5.4 Cr
EBITDA Margin came at 11.9% vs QoQ 4.5%, YoY 5%
Adj. PAT came at Rs. 9.9 Cr vs QoQ Rs. 0.4 Cr, YoY Rs. 0.6 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 41.5x TTM EPS

Gujarat Fluorochemicals Ltd. | CMP Rs. 1145 | M Cap Rs. 12578 Cr | 52 W H/L 1199/335
(Nirmal Bang Retail Research)
Result has improved
Revenue from Operations came at Rs. 840.3 Cr (32.5% QoQ, 32.8% YoY) vs QoQ Rs. 634.2 Cr, YoY Rs. 632.7 Cr
EBIDTA came at Rs. 196.1 Cr (38.3% QoQ, 716.6% YoY) vs QoQ Rs. 141.8 Cr, YoY Rs. 24 Cr
EBITDA Margin came at 23.3% vs QoQ 22.4%, YoY 3.8%
Adj. PAT came at Rs. 110.3 Cr vs QoQ Rs. -480.4 Cr, YoY Rs. 28.5 Cr (Last quarter loss was on account of Tax w/back)
Quarter EPS is Rs. 10
Share is trading at P/E of 26.6x FY22E EPS

Kokuyo Camlin Ltd. | CMP Rs. 69 | M Cap Rs. 688 Cr | 52 W H/L 75/50
(Nirmal Bang Retail Research)
Result has improved
Revenue from Operations came at Rs. 132.1 Cr (31% QoQ, -8.5% YoY) vs QoQ Rs. 100.8 Cr, YoY Rs. 144.4 Cr
EBIDTA came at Rs. 11.1 Cr (43.1% QoQ, 72.4% YoY) vs QoQ Rs. 7.7 Cr, YoY Rs. 6.4 Cr
EBITDA Margin came at 8.4% vs QoQ 7.7%, YoY 4.4%
Adj. PAT came at Rs. 5 Cr vs QoQ Rs. 1.3 Cr, YoY Rs. -0.3 Cr
Quarter EPS is Rs. 0.5
Share is trading at P/E of -47x TTM EPS

*Insecticides (India) Ltd.* | *CMP* Rs. 750 | *M Cap* Rs. 1486 Cr | *52 W H/L* 750.45/392
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 255.6 Cr (-14.6% QoQ, 7.1% YoY) vs QoQ Rs. 299.2 Cr, YoY Rs. 238.7 Cr
EBIDTA came at Rs. 28.7 Cr (90.4% QoQ, -1257% YoY) vs QoQ Rs. 15.1 Cr, YoY Rs. -2.5 Cr
EBITDA Margin came at 11.2% vs QoQ 5%, YoY -1%
Adj. PAT came at Rs. 18.8 Cr vs QoQ Rs. 6.1 Cr, YoY Rs. -7.1 Cr
Quarter EPS is Rs. 9.5
Share is trading at P/E of 15.5x FY22E EPS

*Timken India Ltd.* | *CMP* Rs. 1384 | *M Cap* Rs. 10410 Cr | *52 W H/L* 1450/856
(Nirmal Bang Retail Research)
*Result inline with Expectation*
Revenue from Operations came at Rs. 475.4 Cr (23.9% QoQ, 17.2% YoY) vs expectation of Rs. 433.9 Cr, QoQ Rs. 383.6 Cr, YoY Rs. 405.5 Cr
EBIDTA came at Rs. 86.9 Cr (29.5% QoQ, -7.4% YoY) vs expectation of Rs. 83.7 Cr, QoQ Rs. 67.1 Cr, YoY Rs. 93.8 Cr
EBITDA Margin came at 18.3% vs expectation of 19.3%, QoQ 17.5%, YoY 23.1%
Adj. PAT came at Rs. 52.9 Cr vs expectation of Rs. 58.7 Cr, QoQ Rs. 37.2 Cr, YoY Rs. 61.3 Cr
Quarter EPS is Rs. 7
Share is trading at P/E of 41.6x FY22E EPS

*NTPC LTD.* | *CMP* Rs. 114 | *M Cap* Rs. 110106 Cr | *52 W H/L* 121/78
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 26566.9 Cr (8.4% QoQ, -2.5% YoY) vs expectation of Rs. 27830.8 Cr, QoQ Rs. 24509.3 Cr, YoY Rs. 27246.9 Cr
EBIDTA came at Rs. 6507.8 Cr (-11.7% QoQ, -11.1% YoY) vs expectation of Rs. 8337.9 Cr, QoQ Rs. 7367.1 Cr, YoY Rs. 7317.8 Cr
EBITDA Margin came at 24.5% vs expectation of 30%, QoQ 30.1%, YoY 26.9%
Adj. PAT came at Rs. 4771.6 Cr vs expectation of Rs. 3347.8 Cr, QoQ Rs. 2393 Cr, YoY Rs. -599.9 Cr
Quarter EPS is Rs. 4.9
Share is trading at P/E of 7.2x FY22E EPS

*Oriental Carbon & Chemicals Ltd.* | *CMP* Rs. 1088 | *M Cap* Rs. 1087 Cr | *52 W H/L* 1161/645
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 118.5 Cr (1.4% QoQ, 23.8% YoY) vs QoQ Rs. 116.9 Cr, YoY Rs. 95.7 Cr
EBIDTA came at Rs. 38.1 Cr (-6.7% QoQ, 40.1% YoY) vs QoQ Rs. 40.8 Cr, YoY Rs. 27.2 Cr
EBITDA Margin came at 32.2% vs QoQ 34.9%, YoY 28.4%
Adj. PAT came at Rs. 27.8 Cr vs QoQ Rs. 29 Cr, YoY Rs. 18.4 Cr
Quarter EPS is Rs. 27.8
Share is trading at P/E of 13.8x TTM EPS