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Mishra dhatu nigam
#MIDHANI

Amazing amazing q4 n FY 21 nos👌
Hits it bigg

Rev at 346vr vs 204cr

PBT at 102cr vs 56cr
Q3 PBT at 80cr
24% Qoq growth 👌

PAT at 75cr vs 40cr
Q3 at 60cr

Debt free

Robust OCF despite a washout h1
Ocf of 176cr

HDFC mf continuously increased stake

*WEST COAST PAPER MILLS LTD.* | *CMP* Rs. 250 | *M Cap* Rs. 1651 Cr | *52 W H/L* 277/149
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 937 Cr (62.6% QoQ, 26.1% YoY) vs QoQ Rs. 576.1 Cr, YoY Rs. 742.9 Cr
EBIDTA came at Rs. 162.8 Cr (175.6% QoQ, -7.3% YoY) vs QoQ Rs. 59.1 Cr, YoY Rs. 175.7 Cr
EBITDA Margin came at 17.4% vs QoQ 10.3%, YoY 23.6%
Adj. PAT came at Rs. 74.9 Cr vs QoQ Rs. -2.9 Cr, YoY Rs. 119.9 Cr
Quarter EPS is Rs. 11.3

Securities in Ban For Trade Date 25-June-2021:

Nil

Bulk Deal as on 24-06-21

Deepak Spinners
+ 76 K @ 167.21 Dolly Khanna
- 41 k @ 156.43 Suvrat Jain

Eco Recycling
- 3.70 Lk @ 59.81 Bennet Coleman & Co Ltd

Hfcl Ltd
- 19 Lk @ 66.75 Indsec Sec & Finance Ltd
+ 19 K @ 66.75 parmesh finlease Ltd

N.B.I .Ind Fin Co Ltd
+ 20 K @ 2200.08 Newa Investment Pvt Ltd
- 20 K @ 2200 I K agencies Pvt Ltd

Nath Biogen
+ 1 Lk @ 420.47 M/S Prarthana Enterprises
- 1.12 Lk @ 420.6 Colin Pankaj Shah

*Everest Kanto Cylinder Ltd.* | *CMP* Rs. 104 | *M Cap* Rs. 1162 Cr | *52 W H/L* 162/16
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 284.3 Cr (15.1% QoQ, 43.1% YoY) vs QoQ Rs. 247 Cr, YoY Rs. 198.7 Cr
EBIDTA came at Rs. 40.9 Cr (-14.5% QoQ, 82.3% YoY) vs QoQ Rs. 47.9 Cr, YoY Rs. 22.5 Cr
EBITDA Margin came at 14.4% vs QoQ 19.4%, YoY 11.3%
Adj. PAT came at Rs. 14.7 Cr vs QoQ Rs. 21 Cr, YoY Rs. -1.3 Cr
Quarter EPS is Rs. 1.3
Share is trading at P/E of 20.2x TTM EPS

*Ashok Leyland Ltd.* | *CMP* Rs. 118 | *M Cap* Rs. 34639 Cr | *52 W H/L* 139/47
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 7000.5 Cr (45.4% QoQ, 82.4% YoY) vs expectation of Rs. 6686.9 Cr, QoQ Rs. 4813.5 Cr, YoY Rs. 3838.5 Cr
EBIDTA came at Rs. 534.2 Cr (110.5% QoQ, 192% YoY) vs expectation of Rs. 481.7 Cr, QoQ Rs. 253.8 Cr, YoY Rs. 183 Cr
EBITDA Margin came at 7.6% vs expectation of 7.2%, QoQ 5.3%, YoY 4.8%
Adj. PAT came at Rs. 203.8 Cr vs expectation of Rs. 187.3 Cr, QoQ Rs. 26.7 Cr, YoY Rs. 11.4 Cr
Quarter EPS is Rs. 0.7
Share is trading at P/E of 40.4x FY22E EPS

*Bodal Chemicals Ltd.* | *CMP* Rs. 106 | *M Cap* Rs. 1297 Cr | *52 W H/L* 115/51
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 432.7 Cr (18.2% QoQ, 17.4% YoY) vs QoQ Rs. 366.1 Cr, YoY Rs. 368.5 Cr
EBIDTA came at Rs. 59 Cr (52.7% QoQ, 47.7% YoY) vs QoQ Rs. 38.6 Cr, YoY Rs. 39.9 Cr
EBITDA Margin came at 13.6% vs QoQ 10.5%, YoY 10.8%
Adj. PAT came at Rs. 36.7 Cr vs QoQ Rs. 26.5 Cr, YoY Rs. 23.1 Cr
Quarter EPS is Rs. 3
Share is trading at P/E of 23.5x TTM EPS

*PTC India Ltd.* | *CMP* Rs. 104 | *M Cap* Rs. 3078 Cr | *52 W H/L* 111/39
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 3592.7 Cr (3.1% QoQ, 10.4% YoY) vs QoQ Rs. 3483.7 Cr, YoY Rs. 3255.3 Cr
EBIDTA came at Rs. 173.5 Cr (9.3% QoQ, 70% YoY) vs QoQ Rs. 158.8 Cr, YoY Rs. 102.1 Cr
EBITDA Margin came at 4.8% vs QoQ 4.6%, YoY 3.1%
Adj. PAT came at Rs. 123.6 Cr vs QoQ Rs. 113 Cr, YoY Rs. 65.2 Cr
Quarter EPS is Rs. 4.2
Share is trading at P/E of 7.2x FY22E EPS

*Oil & Natural Gas Corporation Ltd.* | *CMP* Rs. 122 | *M Cap* Rs. 153479 Cr | *52 W H/L* 129/64
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 21188.9 Cr (24.5% QoQ, -1.2% YoY) vs expectation of Rs. 21842.9 Cr, QoQ Rs. 17023.8 Cr, YoY Rs. 21456.2 Cr
EBIDTA came at Rs. 8149.4 Cr (25.2% QoQ, 46.8% YoY) vs expectation of Rs. 10332.1 Cr, QoQ Rs. 6507.6 Cr, YoY Rs. 5549.5 Cr
EBITDA Margin came at 38.5% vs expectation of 47.3%, QoQ 38.2%, YoY 25.9%
Adj. PAT came at Rs. 4120.8 Cr vs expectation of Rs. 3503.2 Cr, QoQ Rs. 1378.2 Cr, YoY Rs. 1800.8 Cr
Quarter EPS is Rs. 3.3
Share is trading at P/E of 6.8x FY22E EPS

MIDHANI Q4 ; Net Profit Up 86 % to Rs 74 cr (YOY)

Revenue Up 70 % to Rs 346 cr

Reliance AGM 2021 | RIL's pivot to clean energy makes strategic and economic sense

https://www.moneycontrol.com/news/opinion/reliance-agm-2021-rils-pivot-to-clean-energy-makes-strategic-and-economic-sense-7084231.html

*Dixon Tech*

Goldman Sachs on Dixon Tech
See significant growth opportunities under PLI & import substitution
Co addresses a market of $36bn which we expect to grow at a CAGR of 12% & reach US$73bn by FY26E
STK trading at FY23E P/E of 56.5X (vs. global peers at 11.8X)

*Vedanta*

Has been awarded the Kuraloi (A) North coal block in Odisha with a geological reserve of 1,680 million tons. The mine, with an estimated annual capacity of 8 million tons, will ensure fuel security, improve power availability and further strengthen the company’s aluminium smelter operations in Jharsuguda, the company said.

*Ashapura Minechem Q4FY21 (Consolidated, QoQ)*

Revenue down 9% at Rs 319.65 crore Vs Rs 349.70 crore

Net profit up 16% at Rs 33.78 crore Vs Rs 29.23 crore

Ebitda up 27% at Rs 47.43 crore Vs Rs 37.38 crore

Ebitda margin at 14.8% Vs 10.7%

Recommended final dividend of Re 0.50 per share

*Biden, Group of Senators Agree to Roughly $1 Trillion Infrastructure Plan*
"S&P 500 Makes Dash to Fresh Record as Biden Seals Infrastructure Deal"

https://www.investing.com/news/stock-market-news/sp-500-makes-dash-to-fresh-record-as-biden-seals-infrastructure-deal-2541724

GM jsk stock in news ubl,lichsg,tcs,infosys,hcltech,cyient,lntfin,mnmfin, bajajfin,cholainvst,jswenerg, metropolis,mishradatu,mstc,hindcopper,igl,nancoprod,hfcl, westcoast,cadila,seimen, Everest kanto. Negative stocks gmrinfra,nathbio,tskesolution. Nifty range 15650-15900.

Contrast this with an excerpt from the global wealth report by CS

“Public debt relative to GDP has risen throughout the world by 20 percentage points or more in many countries.
In essence, there has been a huge transfer from the public sector to the household sector, which is one of the reasons why household wealth has been so resilient. In one respect, these transfers overcompensated households. Generous payments have meant that disposable household income has been relatively stable and has even risen in some countries. In combination with restricted consumption opportunities, this has led to a surge in household saving, which has inflated household financial assets and caused household debts
to be lower than they would be otherwise. This increase in savings was an important source of household wealth growth last year.”

*SGX Nifty +7 pts (15846) from last trade 15839 ,*


Nikkei +184 pts ,
Hangseng +120 pts ,
Now @6.53am .


Dow +322.58 pts ,Nsdq +97.98 pts, S&P

+24.65 pts, , Bovespa +1085 pts , Ftse +35 pts  , Dax +132 pts , Cac +80 pts , Crude @ $73.22 brl (-0.08), Brent @ $75.56 brl (+0.00) , Gold @ 1774.70 (-1.89), Silver @ $25.99 (-0.06), Euro @ $1.1929, JPY @ $110.86,  INR @ 74.185






*Today's Corporate Action*

*25th  Jun Ex Date*



RSYSTEMINT

Interim Dividend - Rs. - 2.5000

SUPPETRO

Final Dividend - Rs. - 12.5000

VIMTALABS

Dividend - Rs. - 2.0000




*Today's Key Results/Board Meetings*

*25-Jun-21*




Results on June 25: ABM Knowledgeware, Alphageo (India), Apex Frozen Foods, Atul Auto, Antony Waste Handling Cell, Finolex Industries, Godfrey Phillips, HCL Infosystems, Hindustan Copper, Indraprastha Gas, Inox Wind, JSW Energy, MSTC, PNC Infratech, RailTel Corporation of India, Shree Renuka Sugars, Selan Exploration Technology, State Trading Corporation of India, Texmo Pipes & Products, and Voltamp Transformers will release quarterly earnings on June 25.


*Results on June 26:*

Ahluwalia Contracts, Andhra Cements, Future Consumer, Reliance Communications, Repco Home Finance, Shalimar Paints, and SJVN will release quarterly earnings on June 26.

Allcargo Logistics: The company's officials will meet analysts/investors on June 25.

UPL: The company's officials will meet Kotak Mahindra UK, Invesco, JM Financial, ICICI Prudential Life Insurance, SBI Life Insurance, Old Bridge Capital among others on June 25.

Antony Waste Handling Cell: The company's officials will meet analysts/investors on June 28.

Fiem Industries: The company's officials will meet analysts/investors on July 2.

Globus Spirits: The company's officials will meet analysts/investors in B&K - Trinity Digital Conference on June 25.

VRL Logistics: The company's officials will meet Mirabilh lnvestments on June 25.

Abbott India: The company's officials will meet Canara Robeco Mutual Fund, Goldman Sachs Funds, White Oak Capital, Axis Mutual Fund, Kotak Mahindra Mutual Fund, LIC Mutual Fund, ASK Investments, Tamohara Investment Managers among others, on June 28.






*Stock under F&O ban on NSE*

*25-Jun-21*



None

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🌄 *S̴h̴u̴b̴o̴u̴d̴h̴a̴y̴ : 25 Jun/आषाढ मासा (Friday) ग्रीष्म ऋतू*🙏🏻
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*Today's top News* ➣➣➣➣➣➣➣➣➣➣➣➣➣➣

1. PM Modi chaired a high-level meeting today with leaders of various political parties of Jammu and Kashmir. Detailed discussions were done on strengthening democracy in Jammu & Kashmir.

2. The former Rajya Sabha MP Ghulam Nabi Azad said that the Congress has placed five demands before the Centre. Azad, who was aided by his Congress companions Ghulam Ahmed Mir and Tara Chand, said that the meeting took place in a conducive environment and that there was no hostility. Azad also revealed that there were no restrictions in the meeting & representatives were allowed to bring up any issue speak freely without any time constraint.

3. Ghulam Nabi Azad said that
(a) Restoration of statehood is first & foremost.
(b) Conduct elections to the legislative assembly as the environment is now conducive, considering the ceasefire at LoC and the smooth conduct of DDC polls.
(c) The third demand, he said, was to restore domicile laws held by citizens of JK.
(d) Fourth is that the Centre should assist the return of Kashmiri Pandits to the valley, who have been in exile for over 30 years now.

(e) The fifth Congress demand is that political prisoners detained in the aftermath of abrogation of Article 370 should be released.

4. PM Modi said he wanted to end 'Dilli ki duri' as well as 'Dil ki duri' with J&K which has been witnessing prolonged spell of militancy and unrest.

5. Karnataka High Court granted interim relief to Twitter India's Managing Director Manish Maheshwari, directed Ghaziabad Police not to take any coercive steps against him till June 29. Twitter India's Head Manish Maheshwari, who was summoned by the Ghaziabad Police in connection with a probe related to the assault of an elderly Muslim man there recently, did not appear before them as the Karnataka high court restrained police from initiating coercive action against him.

6. The Ghaziabad Police on June 15 booked, Twitter Communications India, news website The Wire, journalists Mohammed Zubair and Rana Ayyub, besides Congress leaders Salman Nizami, Maskoor Usmani, Shama Mohamed and writer Saba Naqvi. They were booked over the circulation of a fake video in which the elderly man, Abdul Shamad Saifi, claims he was allegedly thrashed by some young men who also asked him to chant 'Jai Shri Ram' on June 5. The police said the video was shared to cause communal unrest and to create disturbance.

7. The Govt of India, Govt of Mizoram & the World Bank have signed a USD 32 million Mizoram Health Systems Strengthening Project to improve management capacity and quality of health services in Mizoram. The project will strengthen the governance & the management structure of the Department of Health + Family Welfare and its subsidiaries.

8. Pratham Pooja of Shri Amarnathji Shrine was performed on 24 June by Shri Nitishwar Kumar, Chief Executive Officer, he said that since the Yatra this year has been cancelled due to the current COVID-19 pandemic situation, the Shrine Board however is committed to carry out all religious rituals as per past practice.

9. The weather forecast says, the National Capital Delhi is likely to have thunderstorms with rain. The temperature will hover between 29 and 37 degree Celsius.

10. *What Is The Delta Plus Variant?* The Delta variant of COVID-19 or the B1.617.2 highly transmissible variant of concern (VOC). Later, the highly transmissible variant of Sars-CoV-2 mutated further into Delta Plus of AY.1 lineage. The new strain Delta Plus contains a K417N mutation in its spike protein, which has been formally designated B.1.617.2.1

11. Andhra Pradesh Inter, SSC exams 2021 cancelled, results to be based on internal assessment. The decision will impact nearly 15 lakh students who registered for AP Board Exams.