*SRF Ltd.* | *CMP* Rs. 7845 | *M Cap* Rs. 46478 Cr | *52 W H/L* 7929/3722
(Nirmal Bang Retail Research)
*Result is inline with expectations*
Revenue from Operations came at Rs. 2699.4 Cr (3.5% QoQ, 74.7% YoY) vs expectation of Rs. 2511.3 Cr, QoQ Rs. 2607.7 Cr, YoY Rs. 1545.2 Cr
EBIDTA came at Rs. 664.4 Cr (4.7% QoQ, 78.4% YoY) vs expectation of Rs. 585.9 Cr, QoQ Rs. 634.3 Cr, YoY Rs. 372.3 Cr
EBITDA Margin came at 24.6% vs expectation of 23.3%, QoQ 24.3%, YoY 24.1%
Adj. PAT came at Rs. 395.3 Cr vs expectation of Rs. 344.3 Cr, QoQ Rs. 380.9 Cr, YoY Rs. 177.1 Cr
Quarter EPS is Rs. 66.7
Share is trading at P/E of 33.9x FY22E EPS
(Nirmal Bang Retail Research)
*Result is inline with expectations*
Revenue from Operations came at Rs. 2699.4 Cr (3.5% QoQ, 74.7% YoY) vs expectation of Rs. 2511.3 Cr, QoQ Rs. 2607.7 Cr, YoY Rs. 1545.2 Cr
EBIDTA came at Rs. 664.4 Cr (4.7% QoQ, 78.4% YoY) vs expectation of Rs. 585.9 Cr, QoQ Rs. 634.3 Cr, YoY Rs. 372.3 Cr
EBITDA Margin came at 24.6% vs expectation of 23.3%, QoQ 24.3%, YoY 24.1%
Adj. PAT came at Rs. 395.3 Cr vs expectation of Rs. 344.3 Cr, QoQ Rs. 380.9 Cr, YoY Rs. 177.1 Cr
Quarter EPS is Rs. 66.7
Share is trading at P/E of 33.9x FY22E EPS
*Apcotex Industries Ltd.* | *CMP* Rs. 348 | *M Cap* Rs. 1804 Cr | *52 W H/L* 385/108
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 185.2 Cr (-0.9% QoQ, 209.4% YoY) vs QoQ Rs. 186.9 Cr, YoY Rs. 59.9 Cr
EBIDTA came at Rs. 29.3 Cr (-2.4% QoQ, -781.1% YoY) vs QoQ Rs. 30 Cr, YoY Rs. -4.3 Cr
EBITDA Margin came at 15.8% vs QoQ 16.1%, YoY -7.2%
Adj. PAT came at Rs. 21.9 Cr vs QoQ Rs. 22.6 Cr, YoY Rs. -6.7 Cr
Quarter EPS is Rs. 4.2
Share is trading at P/E of 34.6x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 185.2 Cr (-0.9% QoQ, 209.4% YoY) vs QoQ Rs. 186.9 Cr, YoY Rs. 59.9 Cr
EBIDTA came at Rs. 29.3 Cr (-2.4% QoQ, -781.1% YoY) vs QoQ Rs. 30 Cr, YoY Rs. -4.3 Cr
EBITDA Margin came at 15.8% vs QoQ 16.1%, YoY -7.2%
Adj. PAT came at Rs. 21.9 Cr vs QoQ Rs. 22.6 Cr, YoY Rs. -6.7 Cr
Quarter EPS is Rs. 4.2
Share is trading at P/E of 34.6x FY22E EPS
*IDBI Bank Ltd. * | *CMP* Rs. 38 | *M Cap* Rs. 40859 Cr | *52 W H/L* 45/26
(Nirmal Bang Retail Research)
*Result is ok*
Net Interest Income came at Rs. 2506 Cr vs YoY Rs. 1773 Cr, QoQ Rs. 3240 Cr
Non Interest Income came at Rs. 1639 Cr vs YoY Rs. 1004 Cr, QoQ Rs. 1181 Cr
PBP came at Rs. 2776 Cr vs YoY Rs. 1326 Cr, QoQ Rs. 2879 Cr
Provisions came at Rs. 1752 Cr vs YoY Rs. 888 Cr, QoQ Rs. 2457 Cr
Adj. PAT came at Rs. 603 Cr vs YoY Rs. 144 Cr, QoQ Rs. 512 Cr
Gross NPA came at Rs. 35594 Cr vs QoQ Rs. 36212 Cr at 22.71% vs QoQ 22.37%
Net NPA came at Rs. 2053 Cr vs QoQ Rs. 2519 Cr at 1.67% vs QoQ 1.97%
Quarter EPS is Rs. 0.6
Share is trading at 1.2x trailing P/Adj. BV
(Nirmal Bang Retail Research)
*Result is ok*
Net Interest Income came at Rs. 2506 Cr vs YoY Rs. 1773 Cr, QoQ Rs. 3240 Cr
Non Interest Income came at Rs. 1639 Cr vs YoY Rs. 1004 Cr, QoQ Rs. 1181 Cr
PBP came at Rs. 2776 Cr vs YoY Rs. 1326 Cr, QoQ Rs. 2879 Cr
Provisions came at Rs. 1752 Cr vs YoY Rs. 888 Cr, QoQ Rs. 2457 Cr
Adj. PAT came at Rs. 603 Cr vs YoY Rs. 144 Cr, QoQ Rs. 512 Cr
Gross NPA came at Rs. 35594 Cr vs QoQ Rs. 36212 Cr at 22.71% vs QoQ 22.37%
Net NPA came at Rs. 2053 Cr vs QoQ Rs. 2519 Cr at 1.67% vs QoQ 1.97%
Quarter EPS is Rs. 0.6
Share is trading at 1.2x trailing P/Adj. BV
NSDL ADDS GDR TO NAMES OF THREE AC IN THE FROZEN AC LIST II ONLY GDR RELATED AC OF THESE FPI'S AFFECTED BY THE AC LEVEL FREEZE - CNBC TV 18
*Gateway Distriparks Ltd.* | *CMP* Rs. 300 | *M Cap* Rs. 3745 Cr | *52 W H/L* 325/79
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Revenue from Operations came at Rs. 329.6 Cr (-5.9% QoQ, 30.4% YoY) vs expectation of Rs. 326.3 Cr, QoQ Rs. 350.3 Cr, YoY Rs. 252.8 Cr
EBIDTA came at Rs. 89.2 Cr (-6.4% QoQ, 27.6% YoY) vs expectation of Rs. 83 Cr, QoQ Rs. 95.3 Cr, YoY Rs. 69.9 Cr
EBITDA Margin came at 27.1% vs expectation of 25.4%, QoQ 27.2%, YoY 27.6%
Adj. PAT came at Rs. 43.5 Cr vs expectation of Rs. 28.7 Cr, QoQ Rs. 46.1 Cr, YoY Rs. 11.3 Cr
Quarter EPS is Rs. 3.5
Share is trading at P/E of 32x FY22E EPS
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Revenue from Operations came at Rs. 329.6 Cr (-5.9% QoQ, 30.4% YoY) vs expectation of Rs. 326.3 Cr, QoQ Rs. 350.3 Cr, YoY Rs. 252.8 Cr
EBIDTA came at Rs. 89.2 Cr (-6.4% QoQ, 27.6% YoY) vs expectation of Rs. 83 Cr, QoQ Rs. 95.3 Cr, YoY Rs. 69.9 Cr
EBITDA Margin came at 27.1% vs expectation of 25.4%, QoQ 27.2%, YoY 27.6%
Adj. PAT came at Rs. 43.5 Cr vs expectation of Rs. 28.7 Cr, QoQ Rs. 46.1 Cr, YoY Rs. 11.3 Cr
Quarter EPS is Rs. 3.5
Share is trading at P/E of 32x FY22E EPS
BHARTI AIRTEL: CO UPGRADES ITS PREPAID PLANS TO OFFER MORE VALUE TO CUSTOMERS
Dear All,
Nirmal Bang is inviting you to a Zoom webinar.
When: Jul 29, 2021 08:45 AM India
Topic: Morning Market Update
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_WMoipfyHRb-6odmVyJwLqw
After registering, you will receive a confirmation email containing information about joining the webinar.
Nirmal Bang is inviting you to a Zoom webinar.
When: Jul 29, 2021 08:45 AM India
Topic: Morning Market Update
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_WMoipfyHRb-6odmVyJwLqw
After registering, you will receive a confirmation email containing information about joining the webinar.
Zoom Video Communications
Welcome! You are invited to join a webinar: Morning Market Update. After registering, you will receive a confirmation email about…
Bulk Deal as on 28-07-21
Aakash Exploration
+ 1.5 Lk @ 260 Thermo Pads Pvt Ltd
Anup Engineering
+ 50 K @ 1024.77 PGIM India Small Cap Fund
Apollo Tricoat
+ 2.43 Lk @ 1644.41 Fumistic Gaming LLP
Equitas Holdings
- 80 Lk @ 130 CDC Group LLP
Global Vectra
+ 75 K @ 62.8 Multiple Share & Stock Advisor Pvt Ltd
Hscl
- 25 Lk @ 52.5 Bc India Investment
Pearl Global
+ 5 Lk @ 351.2 Param Capital
Scan Steels
- 5 Lk @ 52.8 West & Best Trading Pvt Ltd
Sintercom
- 2.35 Lk @ 85.38 KIFS International LLP
Aakash Exploration
+ 1.5 Lk @ 260 Thermo Pads Pvt Ltd
Anup Engineering
+ 50 K @ 1024.77 PGIM India Small Cap Fund
Apollo Tricoat
+ 2.43 Lk @ 1644.41 Fumistic Gaming LLP
Equitas Holdings
- 80 Lk @ 130 CDC Group LLP
Global Vectra
+ 75 K @ 62.8 Multiple Share & Stock Advisor Pvt Ltd
Hscl
- 25 Lk @ 52.5 Bc India Investment
Pearl Global
+ 5 Lk @ 351.2 Param Capital
Scan Steels
- 5 Lk @ 52.8 West & Best Trading Pvt Ltd
Sintercom
- 2.35 Lk @ 85.38 KIFS International LLP
*Mahanagar Gas Ltd.* | *CMP* Rs. 1119 | *M Cap* Rs. 11053 Cr | *52 W H/L* 1284/780
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 615.5 Cr (-14.2% QoQ, 135.1% YoY) vs expectation of Rs. 617.1 Cr, QoQ Rs. 717.7 Cr, YoY Rs. 261.8 Cr
EBIDTA came at Rs. 304 Cr (-3.8% QoQ, 280% YoY) vs expectation of Rs. 274.5 Cr, QoQ Rs. 316.2 Cr, YoY Rs. 80 Cr
EBITDA Margin came at 49.4% vs expectation of 44.5%, QoQ 44.1%, YoY 30.6%
Adj. PAT came at Rs. 204.1 Cr vs expectation of Rs. 185.4 Cr, QoQ Rs. 212.8 Cr, YoY Rs. 45.3 Cr
Quarter EPS is Rs. 20.7
Share is trading at P/E of 13.3x FY22E EPS
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 615.5 Cr (-14.2% QoQ, 135.1% YoY) vs expectation of Rs. 617.1 Cr, QoQ Rs. 717.7 Cr, YoY Rs. 261.8 Cr
EBIDTA came at Rs. 304 Cr (-3.8% QoQ, 280% YoY) vs expectation of Rs. 274.5 Cr, QoQ Rs. 316.2 Cr, YoY Rs. 80 Cr
EBITDA Margin came at 49.4% vs expectation of 44.5%, QoQ 44.1%, YoY 30.6%
Adj. PAT came at Rs. 204.1 Cr vs expectation of Rs. 185.4 Cr, QoQ Rs. 212.8 Cr, YoY Rs. 45.3 Cr
Quarter EPS is Rs. 20.7
Share is trading at P/E of 13.3x FY22E EPS
*United Breweries Ltd.* | *CMP* Rs. 1466 | *M Cap* Rs. 38762 Cr | *52 W H/L* 1499/897
(Nirmal Bang Retail Research)
Volumes came at 115% vs expectation of 103.5%, QoQ 3.3%, YoY -77%
*Result is below expectations*
Revenue from Operations came at Rs. 1118 Cr (-27.6% QoQ, 120.6% YoY) vs expectation of Rs. 1183 Cr, QoQ Rs. 1543.5 Cr, YoY Rs. 506.9 Cr
EBIDTA came at Rs. 95.4 Cr (-63.5% QoQ, -199.7% YoY) vs expectation of Rs. 114.4 Cr, QoQ Rs. 261.3 Cr, YoY Rs. -95.7 Cr
EBITDA Margin came at 8.5% vs expectation of 9.7%, QoQ 16.9%, YoY -18.9%
Adj. PAT came at Rs. 30.8 Cr vs expectation of Rs. 39.1 Cr, QoQ Rs. 159 Cr, YoY Rs. -114.3 Cr
Quarter EPS is Rs. 1.2
Share is trading at P/E of 83x FY22E EPS
(Nirmal Bang Retail Research)
Volumes came at 115% vs expectation of 103.5%, QoQ 3.3%, YoY -77%
*Result is below expectations*
Revenue from Operations came at Rs. 1118 Cr (-27.6% QoQ, 120.6% YoY) vs expectation of Rs. 1183 Cr, QoQ Rs. 1543.5 Cr, YoY Rs. 506.9 Cr
EBIDTA came at Rs. 95.4 Cr (-63.5% QoQ, -199.7% YoY) vs expectation of Rs. 114.4 Cr, QoQ Rs. 261.3 Cr, YoY Rs. -95.7 Cr
EBITDA Margin came at 8.5% vs expectation of 9.7%, QoQ 16.9%, YoY -18.9%
Adj. PAT came at Rs. 30.8 Cr vs expectation of Rs. 39.1 Cr, QoQ Rs. 159 Cr, YoY Rs. -114.3 Cr
Quarter EPS is Rs. 1.2
Share is trading at P/E of 83x FY22E EPS
*Century Textiles & Industries Ltd.* | *CMP* Rs. 796 | *M Cap* Rs. 8891 Cr | *52 W H/L* 796/292
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 841.6 Cr (0.3% QoQ, 110.4% YoY) vs QoQ Rs. 839.4 Cr, YoY Rs. 399.9 Cr
EBIDTA came at Rs. 107 Cr (42.4% QoQ, 427.8% YoY) vs QoQ Rs. 75.2 Cr, YoY Rs. 20.3 Cr
EBITDA Margin came at 12.7% vs QoQ 9%, YoY 5.1%
Adj. PAT came at Rs. 21.6 Cr vs QoQ Rs. -8.4 Cr, YoY Rs. -40 Cr
Quarter EPS is Rs. 1.9
Share is trading at P/E of 36.7x FY22E EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 841.6 Cr (0.3% QoQ, 110.4% YoY) vs QoQ Rs. 839.4 Cr, YoY Rs. 399.9 Cr
EBIDTA came at Rs. 107 Cr (42.4% QoQ, 427.8% YoY) vs QoQ Rs. 75.2 Cr, YoY Rs. 20.3 Cr
EBITDA Margin came at 12.7% vs QoQ 9%, YoY 5.1%
Adj. PAT came at Rs. 21.6 Cr vs QoQ Rs. -8.4 Cr, YoY Rs. -40 Cr
Quarter EPS is Rs. 1.9
Share is trading at P/E of 36.7x FY22E EPS
*RPG Life Sciences Ltd.* | *CMP* Rs. 484 | *M Cap* Rs. 800 Cr | *52 W H/L* 509/294
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 108.1 Cr (16.6% QoQ, 18% YoY) vs QoQ Rs. 92.8 Cr, YoY Rs. 91.7 Cr
EBIDTA came at Rs. 23 Cr (81.3% QoQ, 36.2% YoY) vs QoQ Rs. 12.7 Cr, YoY Rs. 16.9 Cr
EBITDA Margin came at 21.2% vs QoQ 13.6%, YoY 18.4%
Adj. PAT came at Rs. 13.6 Cr vs QoQ Rs. 6.9 Cr, YoY Rs. 9.1 Cr
Quarter EPS is Rs. 8.2
Share is trading at P/E of 18x TTM EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 108.1 Cr (16.6% QoQ, 18% YoY) vs QoQ Rs. 92.8 Cr, YoY Rs. 91.7 Cr
EBIDTA came at Rs. 23 Cr (81.3% QoQ, 36.2% YoY) vs QoQ Rs. 12.7 Cr, YoY Rs. 16.9 Cr
EBITDA Margin came at 21.2% vs QoQ 13.6%, YoY 18.4%
Adj. PAT came at Rs. 13.6 Cr vs QoQ Rs. 6.9 Cr, YoY Rs. 9.1 Cr
Quarter EPS is Rs. 8.2
Share is trading at P/E of 18x TTM EPS
*Astec Lifesciences Ltd.* | *CMP* Rs. 1397 | *M Cap* Rs. 2737 Cr | *52 W H/L* 1530/901
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 128.7 Cr (-25.2% QoQ, 14.9% YoY) vs QoQ Rs. 171.9 Cr, YoY Rs. 111.9 Cr
EBIDTA came at Rs. 24.7 Cr (-35.4% QoQ, -12.8% YoY) vs QoQ Rs. 38.2 Cr, YoY Rs. 28.3 Cr
EBITDA Margin came at 19.2% vs QoQ 22.2%, YoY 25.3%
Adj. PAT came at Rs. 13 Cr vs QoQ Rs. 24 Cr, YoY Rs. 16.2 Cr
Quarter EPS is Rs. 6.6
Share is trading at P/E of 34.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 128.7 Cr (-25.2% QoQ, 14.9% YoY) vs QoQ Rs. 171.9 Cr, YoY Rs. 111.9 Cr
EBIDTA came at Rs. 24.7 Cr (-35.4% QoQ, -12.8% YoY) vs QoQ Rs. 38.2 Cr, YoY Rs. 28.3 Cr
EBITDA Margin came at 19.2% vs QoQ 22.2%, YoY 25.3%
Adj. PAT came at Rs. 13 Cr vs QoQ Rs. 24 Cr, YoY Rs. 16.2 Cr
Quarter EPS is Rs. 6.6
Share is trading at P/E of 34.8x FY22E EPS