Bulk Deal as on 03-08-21
Everest Industries Ltd
+ 89 K @ 523.87 Nine Rivers Capital Holding Pvt Ltd
Gokul Agro
- 7 Lk @ 43.26 Anand Rathi Global Finance Ltd
Kovai Medical
+ 25 K @ 1494.05 Rajasthan Global Securities Pvt Ltd
- 74K @ 1521.68 Rajasthan Global Securities Pvt Ltd
Kwality Pharma
- 90 K @ 257.1 Ways Vinimay Pvt Ltd
Sanghi Ind
+ 14.89 Lk @ 75.12 Navodaya Enterprises
Ugro Capital
+ 5 Lk @ 119 GKK Capital Markets Pvt Ltd
- 10.42 Lk @ 119.02 Abakkus Growth Fund
Vishal Fabrics
+ 4.32 Lk @ 123.95 Nandan Industries Pvt Ltd
Zota Healthcare
- 2.40 Lk @ 338.59 Mudupulavemula Surendranadha Reddy
Everest Industries Ltd
+ 89 K @ 523.87 Nine Rivers Capital Holding Pvt Ltd
Gokul Agro
- 7 Lk @ 43.26 Anand Rathi Global Finance Ltd
Kovai Medical
+ 25 K @ 1494.05 Rajasthan Global Securities Pvt Ltd
- 74K @ 1521.68 Rajasthan Global Securities Pvt Ltd
Kwality Pharma
- 90 K @ 257.1 Ways Vinimay Pvt Ltd
Sanghi Ind
+ 14.89 Lk @ 75.12 Navodaya Enterprises
Ugro Capital
+ 5 Lk @ 119 GKK Capital Markets Pvt Ltd
- 10.42 Lk @ 119.02 Abakkus Growth Fund
Vishal Fabrics
+ 4.32 Lk @ 123.95 Nandan Industries Pvt Ltd
Zota Healthcare
- 2.40 Lk @ 338.59 Mudupulavemula Surendranadha Reddy
Result Highlights
Bharti Airtel Ltd.: Net Revenue at Rs. 26853.6 crore, +12.2% YoY and +4.3% QoQ. EBITDA at Rs. 12980.3 crore, +24.7% YoY and +5.3% QoQ. EBITDA Margin at 48.3%, +486 bps YoY and +44 bps QoQ. Net Profit at Rs. 941.4 crore, Rs. -15191.2 crore YoY and -37.7% QoQ.
Adani Enterprises Ltd.: Net Revenue at Rs. 12578.8 crore, +138.9% YoY and -7% QoQ. EBITDA at Rs. 796.4 crore, Rs. -64.0 crore YoY and -11.9% QoQ. EBITDA Margin at 6.3%, +512 bps YoY and -35 bps QoQ. Net Profit at Rs. 265.6 crore, Rs. -65.7 crore YoY and -20.1% QoQ.
Adani Ports and Special Economic Zone Ltd.: Net Revenue at Rs. 4556.8 crore, +98.8% YoY and +26.3% QoQ. EBITDA at Rs. 2231.7 crore, +63.2% YoY and -3.4% QoQ. EBITDA Margin at 49%, -1068 bps YoY and -1508 bps QoQ. Net Profit at Rs. 1341.7 crore, +77% YoY and +1.6% QoQ.
Dabur India Ltd.: Net Revenue at Rs. 2611.5 crore, +31.9% YoY and +11.8% QoQ. EBITDA at Rs. 552.0 crore, +32.5% YoY and +24.8% QoQ. EBITDA Margin at 21.1%, +10 bps YoY and +220 bps QoQ. Net Profit at Rs. 438.3 crore, +28.4% YoY and +16.2% QoQ.
Arth: Meaning to money
Tata Consumer Products Ltd.: Net Revenue at Rs. 3008.5 crore, +10.9% YoY and -0.9% QoQ. EBITDA at Rs. 399.5 crore, -17.2% YoY and +33.1% QoQ. EBITDA Margin at 13.3%, -451 bps YoY and +339 bps QoQ. Net Profit at Rs. 200.2 crore, -42.1% YoY and +169.3% QoQ.
Indian Overseas Bank: NII at Rs. 1496.6 crore, +6% YoY and +6.7% QoQ. Net Profit at Rs. 326.6 crore, +170.6% YoY and -6.6% QoQ. GNPA at 11.48x, Vs 13.90x YoY and 11.69x QoQ. NNPA at 3.15x, Vs 5.10x YoY and 3.58x QoQ.
Godrej Properties Ltd.: Net Revenue at Rs. 86.2 crore, +19.2% YoY and -80.1% QoQ. EBITDA at Rs. -63.5 crore, Rs. -53.5 crore YoY, Rs. -154.1 crore QoQ. Net Profit at Rs. 17.0 crore, Rs. -20.2 crore YoY, Rs. -191.6 crore QoQ.
Bank Of India: NII at Rs. 3144.6 crore, -9.7% YoY and +7.1% QoQ. Net Profit at Rs. 720.0 crore, -14.7% YoY and +187.8% QoQ. GNPA at 13.51x, Vs 13.91x YoY and 13.77x QoQ. NNPA at 3.35x, Vs 3.58x YoY and 3.35x QoQ.
Alkyl Amines Chemicals Ltd.: Net Revenue at Rs. 391.8 crore, +59.8% YoY and +2.5% QoQ. EBITDA at Rs. 110.7 crore, +43.1% YoY and -17% QoQ. EBITDA Margin at 28.3%, -331 bps YoY and -664 bps QoQ. Net Profit at Rs. 78.5 crore, +48.8% YoY and -15.2% QoQ.
Kajaria Ceramics Ltd.: Net Revenue at Rs. 561.7 crore, +102.4% YoY and -41% QoQ. EBITDA at Rs. 80.5 crore, Rs. -7.6 crore YoY and -57.9% QoQ. EBITDA Margin at 14.3%, +1705 bps YoY and -572 bps QoQ. Net Profit at Rs. 41.5 crore, Rs. -32.9 crore YoY and -68.4% QoQ.
IIFL Wealth Management Ltd.: Net Revenue at Rs. 382.6 crore, +9.5% YoY and -8.9% QoQ. Net Profit at Rs. 116.9 crore, +42% YoY and +13.1% QoQ.
Elgi Equipments Ltd.: Net Revenue at Rs. 489.4 crore, +71.1% YoY and -19.8% QoQ. EBITDA at Rs. 32.1 crore, +270.2% YoY and -59.4% QoQ. EBITDA Margin at 6.6%, +353 bps YoY and -640 bps QoQ. Net Profit at Rs. 12.0 crore, Rs. -8.7 crore YoY and -72.3% QoQ.
Kalpataru Power Transmission Ltd.: Net Revenue at Rs. 3204.0 crore, +37.5% YoY and -21.6% QoQ. EBITDA at Rs. 306.0 crore, +10.1% YoY and -32.7% QoQ. EBITDA Margin at 9.6%, -238 bps YoY and -159 bps QoQ. Net Profit at Rs. 78.0 crore, +178.6% YoY and -58.3% QoQ.
Shipping Corporation Of India Ltd.: Net Revenue at Rs. 1027.8 crore, -10.1% YoY and +17.4% QoQ. EBITDA at Rs. 335.3 crore, -33.6% YoY and +50.2% QoQ. EBITDA Margin at 32.6%, -1156 bps YoY and +713 bps QoQ. Net Profit at Rs. 158.5 crore, -52.9% YoY and +84.8% QoQ.
Nocil Ltd.: Net Revenue at Rs. 344.5 crore, +223.4% YoY and +7% QoQ. EBITDA at Rs. 73.4 crore, +820.1% YoY and +40.3% QoQ. EBITDA Margin at 21.3%, +1382 bps YoY and +506 bps QoQ. Net Profit at Rs. 47.4 crore, +296.7% YoY and +27% QoQ.
Kirloskar Brothers Ltd.: Net Revenue at Rs. 626.6 crore, +37.7% YoY and -27% QoQ. EBITDA at Rs. 25.5 crore, Rs. -0.6 crore YoY and -71.4% QoQ. EBITDA Margin at 4.1%, +420 bps YoY and -632 bps QoQ. Net Profit at Rs. 11.8 crore, Rs. -18.3 crore YoY and -85.8% QoQ.
Arth: Meaning to money
Whatsapp: 9702784241
Bharti Airtel Ltd.: Net Revenue at Rs. 26853.6 crore, +12.2% YoY and +4.3% QoQ. EBITDA at Rs. 12980.3 crore, +24.7% YoY and +5.3% QoQ. EBITDA Margin at 48.3%, +486 bps YoY and +44 bps QoQ. Net Profit at Rs. 941.4 crore, Rs. -15191.2 crore YoY and -37.7% QoQ.
Adani Enterprises Ltd.: Net Revenue at Rs. 12578.8 crore, +138.9% YoY and -7% QoQ. EBITDA at Rs. 796.4 crore, Rs. -64.0 crore YoY and -11.9% QoQ. EBITDA Margin at 6.3%, +512 bps YoY and -35 bps QoQ. Net Profit at Rs. 265.6 crore, Rs. -65.7 crore YoY and -20.1% QoQ.
Adani Ports and Special Economic Zone Ltd.: Net Revenue at Rs. 4556.8 crore, +98.8% YoY and +26.3% QoQ. EBITDA at Rs. 2231.7 crore, +63.2% YoY and -3.4% QoQ. EBITDA Margin at 49%, -1068 bps YoY and -1508 bps QoQ. Net Profit at Rs. 1341.7 crore, +77% YoY and +1.6% QoQ.
Dabur India Ltd.: Net Revenue at Rs. 2611.5 crore, +31.9% YoY and +11.8% QoQ. EBITDA at Rs. 552.0 crore, +32.5% YoY and +24.8% QoQ. EBITDA Margin at 21.1%, +10 bps YoY and +220 bps QoQ. Net Profit at Rs. 438.3 crore, +28.4% YoY and +16.2% QoQ.
Arth: Meaning to money
Tata Consumer Products Ltd.: Net Revenue at Rs. 3008.5 crore, +10.9% YoY and -0.9% QoQ. EBITDA at Rs. 399.5 crore, -17.2% YoY and +33.1% QoQ. EBITDA Margin at 13.3%, -451 bps YoY and +339 bps QoQ. Net Profit at Rs. 200.2 crore, -42.1% YoY and +169.3% QoQ.
Indian Overseas Bank: NII at Rs. 1496.6 crore, +6% YoY and +6.7% QoQ. Net Profit at Rs. 326.6 crore, +170.6% YoY and -6.6% QoQ. GNPA at 11.48x, Vs 13.90x YoY and 11.69x QoQ. NNPA at 3.15x, Vs 5.10x YoY and 3.58x QoQ.
Godrej Properties Ltd.: Net Revenue at Rs. 86.2 crore, +19.2% YoY and -80.1% QoQ. EBITDA at Rs. -63.5 crore, Rs. -53.5 crore YoY, Rs. -154.1 crore QoQ. Net Profit at Rs. 17.0 crore, Rs. -20.2 crore YoY, Rs. -191.6 crore QoQ.
Bank Of India: NII at Rs. 3144.6 crore, -9.7% YoY and +7.1% QoQ. Net Profit at Rs. 720.0 crore, -14.7% YoY and +187.8% QoQ. GNPA at 13.51x, Vs 13.91x YoY and 13.77x QoQ. NNPA at 3.35x, Vs 3.58x YoY and 3.35x QoQ.
Alkyl Amines Chemicals Ltd.: Net Revenue at Rs. 391.8 crore, +59.8% YoY and +2.5% QoQ. EBITDA at Rs. 110.7 crore, +43.1% YoY and -17% QoQ. EBITDA Margin at 28.3%, -331 bps YoY and -664 bps QoQ. Net Profit at Rs. 78.5 crore, +48.8% YoY and -15.2% QoQ.
Kajaria Ceramics Ltd.: Net Revenue at Rs. 561.7 crore, +102.4% YoY and -41% QoQ. EBITDA at Rs. 80.5 crore, Rs. -7.6 crore YoY and -57.9% QoQ. EBITDA Margin at 14.3%, +1705 bps YoY and -572 bps QoQ. Net Profit at Rs. 41.5 crore, Rs. -32.9 crore YoY and -68.4% QoQ.
IIFL Wealth Management Ltd.: Net Revenue at Rs. 382.6 crore, +9.5% YoY and -8.9% QoQ. Net Profit at Rs. 116.9 crore, +42% YoY and +13.1% QoQ.
Elgi Equipments Ltd.: Net Revenue at Rs. 489.4 crore, +71.1% YoY and -19.8% QoQ. EBITDA at Rs. 32.1 crore, +270.2% YoY and -59.4% QoQ. EBITDA Margin at 6.6%, +353 bps YoY and -640 bps QoQ. Net Profit at Rs. 12.0 crore, Rs. -8.7 crore YoY and -72.3% QoQ.
Kalpataru Power Transmission Ltd.: Net Revenue at Rs. 3204.0 crore, +37.5% YoY and -21.6% QoQ. EBITDA at Rs. 306.0 crore, +10.1% YoY and -32.7% QoQ. EBITDA Margin at 9.6%, -238 bps YoY and -159 bps QoQ. Net Profit at Rs. 78.0 crore, +178.6% YoY and -58.3% QoQ.
Shipping Corporation Of India Ltd.: Net Revenue at Rs. 1027.8 crore, -10.1% YoY and +17.4% QoQ. EBITDA at Rs. 335.3 crore, -33.6% YoY and +50.2% QoQ. EBITDA Margin at 32.6%, -1156 bps YoY and +713 bps QoQ. Net Profit at Rs. 158.5 crore, -52.9% YoY and +84.8% QoQ.
Nocil Ltd.: Net Revenue at Rs. 344.5 crore, +223.4% YoY and +7% QoQ. EBITDA at Rs. 73.4 crore, +820.1% YoY and +40.3% QoQ. EBITDA Margin at 21.3%, +1382 bps YoY and +506 bps QoQ. Net Profit at Rs. 47.4 crore, +296.7% YoY and +27% QoQ.
Kirloskar Brothers Ltd.: Net Revenue at Rs. 626.6 crore, +37.7% YoY and -27% QoQ. EBITDA at Rs. 25.5 crore, Rs. -0.6 crore YoY and -71.4% QoQ. EBITDA Margin at 4.1%, +420 bps YoY and -632 bps QoQ. Net Profit at Rs. 11.8 crore, Rs. -18.3 crore YoY and -85.8% QoQ.
Arth: Meaning to money
Whatsapp: 9702784241
Summary:- *FIIs buying across the board F&O and Cash* – *Index Future bought 2536 Cr.* saw net long at 67 K (31 K long add), *Stock Futures bought 473 Cr. * net long at 0.96 Vs. 0.89 long (add 0.07) lakh contract, *buying in cash today 2116 Cr* (last 5 days cash selling -6411 Cr.) *PE writers* add aggressive positions 15900-16100; *PCR_OI moves further at 1.65*; VIX closed above 13 - CE writers add 35 Lakh Shares at 16100-16250 zone; *PE writers add 175 lakh Shares 15900-16100*; VIX closed above 13 – above Option and FIIs data implies *new support base 16000 Index will move towards 16250-16300*
Breaking News - Chemplast Sanmar IPO Confirmed
Issue Dates : 10 - 12 August
Issue Size : 3,850 Crore
Retail Quota : 10% of Issue Size
Registrar of the Issue : Kfintech
It's 7th IPO to get confirmed in August, Many more expected👍
: Breaking News - Aptus Value Housing Finance IPO Confirmed
Issue Dates : 10 - 12 August
Issue Size : Fresh Issue ₹ 500 Crore + 6,45,90,695 Shares as OFS
Retail Quota : 35% of Issue Size, Registrar : Kfintech
It's 8th IPO to get confirmed in August.
Issue Dates : 10 - 12 August
Issue Size : 3,850 Crore
Retail Quota : 10% of Issue Size
Registrar of the Issue : Kfintech
It's 7th IPO to get confirmed in August, Many more expected👍
: Breaking News - Aptus Value Housing Finance IPO Confirmed
Issue Dates : 10 - 12 August
Issue Size : Fresh Issue ₹ 500 Crore + 6,45,90,695 Shares as OFS
Retail Quota : 35% of Issue Size, Registrar : Kfintech
It's 8th IPO to get confirmed in August.
BREAKING NEWS - CHEMPLAST SANMAR IPO CONFIRMED
ISSUE DATES :- 10 - 12 AUGUST
ISSUE SIZE :- 3,850 CRORE
RETAIL QUOTA :- 10% OF ISSUE SIZE
ISSUE DATES :- 10 - 12 AUGUST
ISSUE SIZE :- 3,850 CRORE
RETAIL QUOTA :- 10% OF ISSUE SIZE
*Bharti Airtel Ltd.* | *CMP* Rs. 580 | *M Cap* Rs. 318538 Cr | *52 W H/L* 639/394
(Nirmal Bang Retail Research)
ARPU came at Rs 146vs expectation of Rs 145 , QoQ Rs 145 , YoY Rs 137.9
*Result is marginally ahead of expectations*
Revenue from Operations came at Rs. 26853.6 Cr (4.3% QoQ, 12.2% YoY) vs expectation of Rs. 26256.6 Cr, QoQ Rs. 25747.3 Cr, YoY Rs. 23938.7 Cr
EBIDTA came at Rs. 12980.3 Cr (5.3% QoQ, 24.7% YoY) vs expectation of Rs. 12675.6 Cr, QoQ Rs. 12331.9 Cr, YoY Rs. 10407.9 Cr
EBITDA Margin came at 48.3% vs expectation of 48.3%, QoQ 47.9%, YoY 43.5%
Adj. PAT came at Rs. 910.9 Cr vs expectation of Rs. 293.3 Cr, QoQ Rs. 318.8 Cr, YoY Rs. -4187.4 Cr
Quarter EPS is Rs. 1.7
Share is trading at P/E of 60.3x FY22E EPS
(Nirmal Bang Retail Research)
ARPU came at Rs 146vs expectation of Rs 145 , QoQ Rs 145 , YoY Rs 137.9
*Result is marginally ahead of expectations*
Revenue from Operations came at Rs. 26853.6 Cr (4.3% QoQ, 12.2% YoY) vs expectation of Rs. 26256.6 Cr, QoQ Rs. 25747.3 Cr, YoY Rs. 23938.7 Cr
EBIDTA came at Rs. 12980.3 Cr (5.3% QoQ, 24.7% YoY) vs expectation of Rs. 12675.6 Cr, QoQ Rs. 12331.9 Cr, YoY Rs. 10407.9 Cr
EBITDA Margin came at 48.3% vs expectation of 48.3%, QoQ 47.9%, YoY 43.5%
Adj. PAT came at Rs. 910.9 Cr vs expectation of Rs. 293.3 Cr, QoQ Rs. 318.8 Cr, YoY Rs. -4187.4 Cr
Quarter EPS is Rs. 1.7
Share is trading at P/E of 60.3x FY22E EPS
*Dhampur Sugar Mills Ltd.* | *CMP* Rs. 345 | *M Cap* Rs. 2290 Cr | *52 W H/L* 395/125
(Nirmal Bang Retail Research)
*Result ok* Crushing season ended early, lower Sugar and power profit is compensated by Ethanol
Revenue from Operations came at Rs. 810.8 Cr (-23.3% QoQ, -24.9% YoY) vs QoQ Rs. 1056.9 Cr, YoY Rs. 1079 Cr
EBIDTA came at Rs. 102.5 Cr (-35.2% QoQ, -10% YoY) vs QoQ Rs. 158.3 Cr, YoY Rs. 113.9 Cr
EBITDA Margin came at 12.6% vs QoQ 15%, YoY 10.6%
Adj. PAT came at Rs. 43.6 Cr vs QoQ Rs. 91.4 Cr, YoY Rs. 54.8 Cr
Quarter EPS is Rs. 6.6
Share is trading at P/E of 7.5x FY22E EPS
(Nirmal Bang Retail Research)
*Result ok* Crushing season ended early, lower Sugar and power profit is compensated by Ethanol
Revenue from Operations came at Rs. 810.8 Cr (-23.3% QoQ, -24.9% YoY) vs QoQ Rs. 1056.9 Cr, YoY Rs. 1079 Cr
EBIDTA came at Rs. 102.5 Cr (-35.2% QoQ, -10% YoY) vs QoQ Rs. 158.3 Cr, YoY Rs. 113.9 Cr
EBITDA Margin came at 12.6% vs QoQ 15%, YoY 10.6%
Adj. PAT came at Rs. 43.6 Cr vs QoQ Rs. 91.4 Cr, YoY Rs. 54.8 Cr
Quarter EPS is Rs. 6.6
Share is trading at P/E of 7.5x FY22E EPS
*Prataap Snacks Ltd.* | *CMP* Rs. 732 | *M Cap* Rs. 1717 Cr | *52 W H/L* 827/485
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 279.6 Cr (-9.7% QoQ, 42.9% YoY) vs expectation of Rs. 272.1 Cr, QoQ Rs. 309.5 Cr, YoY Rs. 195.7 Cr
EBIDTA came at Rs. 11.1 Cr (-20.4% QoQ, 34.5% YoY) vs expectation of Rs. 4.8 Cr, QoQ Rs. 13.9 Cr, YoY Rs. 8.2 Cr
EBITDA Margin came at 4% vs expectation of 1.7%, QoQ 4.5%, YoY 4.2%
Adj. PAT came at Rs. -1.6 Cr vs expectation of Rs. -4.9 Cr, QoQ Rs. 7.1 Cr, YoY Rs. -6 Cr
Quarter EPS is Rs. -0.7
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 279.6 Cr (-9.7% QoQ, 42.9% YoY) vs expectation of Rs. 272.1 Cr, QoQ Rs. 309.5 Cr, YoY Rs. 195.7 Cr
EBIDTA came at Rs. 11.1 Cr (-20.4% QoQ, 34.5% YoY) vs expectation of Rs. 4.8 Cr, QoQ Rs. 13.9 Cr, YoY Rs. 8.2 Cr
EBITDA Margin came at 4% vs expectation of 1.7%, QoQ 4.5%, YoY 4.2%
Adj. PAT came at Rs. -1.6 Cr vs expectation of Rs. -4.9 Cr, QoQ Rs. 7.1 Cr, YoY Rs. -6 Cr
Quarter EPS is Rs. -0.7
*Care Ratings Ltd.* | *CMP* Rs. 764 | *M Cap* Rs. 2251 Cr | *52 W H/L* 791/296
(Nirmal Bang Retail Research)
*Result is ok*
Revenue came at Rs. 49.2 Cr (-38.2% QoQ, 31.6% YoY) vs QoQ Rs. 79.6 Cr, YoY Rs. 37.4 Cr.
QoQ growth is in line with historical trend.
EBIDTA came at Rs. 8.6 Cr (-71.7% QoQ, 71.2% YoY) vs QoQ Rs. 30.5 Cr, YoY Rs. 5 Cr
EBITDA Margin came at 17.6% vs QoQ 38.4%, YoY 13.5%
Adj. PAT came at Rs. 11 Cr vs QoQ Rs. 26.1 Cr, YoY Rs. 9.3 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 25.9x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue came at Rs. 49.2 Cr (-38.2% QoQ, 31.6% YoY) vs QoQ Rs. 79.6 Cr, YoY Rs. 37.4 Cr.
QoQ growth is in line with historical trend.
EBIDTA came at Rs. 8.6 Cr (-71.7% QoQ, 71.2% YoY) vs QoQ Rs. 30.5 Cr, YoY Rs. 5 Cr
EBITDA Margin came at 17.6% vs QoQ 38.4%, YoY 13.5%
Adj. PAT came at Rs. 11 Cr vs QoQ Rs. 26.1 Cr, YoY Rs. 9.3 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 25.9x FY22E EPS
*IIFL Wealth Management Ltd. - C* | *CMP* Rs. 1385 | *M Cap* Rs. 12180 Cr | *52 W H/L* 1444/857
(Nirmal Bang Retail Research)
*Result is flat*
Total Income came at Rs. 334.1 Cr vs YoY Rs. 254.7 Cr, QoQ Rs. 341.7 Cr
PBT came at Rs. 149.7 Cr vs YoY Rs. 106.1 Cr, QoQ Rs. 145.2 Cr
PAT came at Rs. 116.9 Cr vs YoY Rs. 82.3 Cr, QoQ Rs. 103.3 Cr
AUM came at Rs. 219183 Cr vs QoQ Rs. 201510 Cr
Recurring Revenue Assets came at Rs. 117463 Cr vs QoQ Rs. 101969 Cr
Brokerage Assets came at Rs. 117750 Cr vs QoQ Rs. 105074 Cr
Quarter EPS is Rs. 13.3
Share is trading at P/E of 22.4x FY23E EPS & 4.1x trailing P/BV
(Nirmal Bang Retail Research)
*Result is flat*
Total Income came at Rs. 334.1 Cr vs YoY Rs. 254.7 Cr, QoQ Rs. 341.7 Cr
PBT came at Rs. 149.7 Cr vs YoY Rs. 106.1 Cr, QoQ Rs. 145.2 Cr
PAT came at Rs. 116.9 Cr vs YoY Rs. 82.3 Cr, QoQ Rs. 103.3 Cr
AUM came at Rs. 219183 Cr vs QoQ Rs. 201510 Cr
Recurring Revenue Assets came at Rs. 117463 Cr vs QoQ Rs. 101969 Cr
Brokerage Assets came at Rs. 117750 Cr vs QoQ Rs. 105074 Cr
Quarter EPS is Rs. 13.3
Share is trading at P/E of 22.4x FY23E EPS & 4.1x trailing P/BV
*Everest Industries Ltd.* | *CMP* Rs. 514 | *M Cap* Rs. 804 Cr | *52 W H/L* 534/193
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 354.9 Cr (2.1% QoQ, 11.9% YoY) vs QoQ Rs. 347.7 Cr, YoY Rs. 317.1 Cr
EBIDTA came at Rs. 35.1 Cr (25.1% QoQ, -8.9% YoY) vs QoQ Rs. 28.1 Cr, YoY Rs. 38.6 Cr
EBITDA Margin came at 9.9% vs QoQ 8.1%, YoY 12.2%
Adj. PAT came at Rs. 20.4 Cr vs QoQ Rs. 12.2 Cr, YoY Rs. 20.9 Cr
Quarter EPS is Rs. 13
Share is trading at P/E of 14.4x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 354.9 Cr (2.1% QoQ, 11.9% YoY) vs QoQ Rs. 347.7 Cr, YoY Rs. 317.1 Cr
EBIDTA came at Rs. 35.1 Cr (25.1% QoQ, -8.9% YoY) vs QoQ Rs. 28.1 Cr, YoY Rs. 38.6 Cr
EBITDA Margin came at 9.9% vs QoQ 8.1%, YoY 12.2%
Adj. PAT came at Rs. 20.4 Cr vs QoQ Rs. 12.2 Cr, YoY Rs. 20.9 Cr
Quarter EPS is Rs. 13
Share is trading at P/E of 14.4x TTM EPS
*Adani Enterprises Ltd.* | *CMP* Rs. 1443 | *M Cap* Rs. 158703 Cr | *52 W H/L* 1718/164
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 12578.8 Cr (-7% QoQ, 138.9% YoY) vs QoQ Rs. 13525.1 Cr, YoY Rs. 5265.2 Cr
EBIDTA came at Rs. 853.8 Cr (-8.7% QoQ, 730.1% YoY) vs QoQ Rs. 935.6 Cr, YoY Rs. 102.9 Cr
EBITDA Margin came at 6.8% vs QoQ 6.9%, YoY 2%
Adj. PAT came at Rs. 271.5 Cr vs QoQ Rs. 413.4 Cr, YoY Rs. 29.8 Cr
Quarter EPS is Rs. 2.5
Share is trading at P/E of 111.5x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 12578.8 Cr (-7% QoQ, 138.9% YoY) vs QoQ Rs. 13525.1 Cr, YoY Rs. 5265.2 Cr
EBIDTA came at Rs. 853.8 Cr (-8.7% QoQ, 730.1% YoY) vs QoQ Rs. 935.6 Cr, YoY Rs. 102.9 Cr
EBITDA Margin came at 6.8% vs QoQ 6.9%, YoY 2%
Adj. PAT came at Rs. 271.5 Cr vs QoQ Rs. 413.4 Cr, YoY Rs. 29.8 Cr
Quarter EPS is Rs. 2.5
Share is trading at P/E of 111.5x TTM EPS
*Tata Consumer Products Ltd.* | *CMP* Rs. 767 | *M Cap* Rs. 70644 Cr | *52 W H/L* 788/409
(Nirmal Bang Retail Research)
*Result is marginally above expectations*
Revenue from Operations came at Rs. 3008.5 Cr (-0.9% QoQ, 10.9% YoY) vs expectation of Rs. 3121.8 Cr, QoQ Rs. 3037.2 Cr, YoY Rs. 2713.9 Cr
EBIDTA came at Rs. 399.5 Cr (33.1% QoQ, -17.2% YoY) vs expectation of Rs. 380.3 Cr, QoQ Rs. 300.2 Cr, YoY Rs. 482.7 Cr
EBITDA Margin came at 13.3% vs expectation of 12.2%, QoQ 9.9%, YoY 17.8%
Adj. PAT came at Rs. 189.1 Cr vs expectation of Rs. 205.9 Cr, QoQ Rs. 117.8 Cr, YoY Rs. 264.3 Cr
Quarter EPS is Rs. 2.1
Share is trading at P/E of 63.5x FY22E EPS
(Nirmal Bang Retail Research)
*Result is marginally above expectations*
Revenue from Operations came at Rs. 3008.5 Cr (-0.9% QoQ, 10.9% YoY) vs expectation of Rs. 3121.8 Cr, QoQ Rs. 3037.2 Cr, YoY Rs. 2713.9 Cr
EBIDTA came at Rs. 399.5 Cr (33.1% QoQ, -17.2% YoY) vs expectation of Rs. 380.3 Cr, QoQ Rs. 300.2 Cr, YoY Rs. 482.7 Cr
EBITDA Margin came at 13.3% vs expectation of 12.2%, QoQ 9.9%, YoY 17.8%
Adj. PAT came at Rs. 189.1 Cr vs expectation of Rs. 205.9 Cr, QoQ Rs. 117.8 Cr, YoY Rs. 264.3 Cr
Quarter EPS is Rs. 2.1
Share is trading at P/E of 63.5x FY22E EPS
*Kalpataru Power Transmission Ltd.* | *CMP* Rs. 477 | *M Cap* Rs. 7098 Cr | *52 W H/L* 496/221
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 1586 Cr (-32.1% QoQ, 8.7% YoY) vs expectation of Rs. 1757.1 Cr, QoQ Rs. 2337 Cr, YoY Rs. 1459 Cr
EBIDTA came at Rs. 162 Cr (-33.3% QoQ, 3.8% YoY) vs expectation of Rs. 152.1 Cr, QoQ Rs. 243 Cr, YoY Rs. 156 Cr
EBITDA Margin came at 10.2% vs expectation of 8.7%, QoQ 10.4%, YoY 10.7%
Adj. PAT came at Rs. 76 Cr vs expectation of Rs. 79.4 Cr, QoQ Rs. 130 Cr, YoY Rs. 69 Cr
Quarter EPS is Rs. 5.1
Share is trading at P/E of 13.4x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 1586 Cr (-32.1% QoQ, 8.7% YoY) vs expectation of Rs. 1757.1 Cr, QoQ Rs. 2337 Cr, YoY Rs. 1459 Cr
EBIDTA came at Rs. 162 Cr (-33.3% QoQ, 3.8% YoY) vs expectation of Rs. 152.1 Cr, QoQ Rs. 243 Cr, YoY Rs. 156 Cr
EBITDA Margin came at 10.2% vs expectation of 8.7%, QoQ 10.4%, YoY 10.7%
Adj. PAT came at Rs. 76 Cr vs expectation of Rs. 79.4 Cr, QoQ Rs. 130 Cr, YoY Rs. 69 Cr
Quarter EPS is Rs. 5.1
Share is trading at P/E of 13.4x FY22E EPS