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.

BREAKING NEWS - CHEMPLAST SANMAR IPO CONFIRMED

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

*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

*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

*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

*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

*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

*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

*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

*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

*Kirloskar Brothers Ltd.* | *CMP* Rs. 425 | *M Cap* Rs. 3372 Cr | *52 W H/L* 505/98
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 626.6 Cr (-27% QoQ, 37.7% YoY) vs QoQ Rs. 858.8 Cr, YoY Rs. 454.9 Cr
EBIDTA came at Rs. 25.5 Cr (-71.4% QoQ, -4350% YoY) vs QoQ Rs. 89.2 Cr, YoY Rs. -0.6 Cr
EBITDA Margin came at 4.1% vs QoQ 10.4%, YoY -0.1%
Adj. PAT came at Rs. 12.1 Cr vs QoQ Rs. 82.9 Cr, YoY Rs. -18 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 17.7x TTM EPS

*Elgi Equipments Ltd.* | *CMP* Rs. 213 | *M Cap* Rs. 6737 Cr | *52 W H/L* 244/79
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 489.4 Cr (-19.8% QoQ, 71.1% YoY) vs QoQ Rs. 610.6 Cr, YoY Rs. 286.1 Cr
EBIDTA came at Rs. 32.1 Cr (-59.4% QoQ, 270.2% YoY) vs QoQ Rs. 79.2 Cr, YoY Rs. 8.7 Cr
EBITDA Margin came at 6.6% vs QoQ 13%, YoY 3%
Adj. PAT came at Rs. 12 Cr vs QoQ Rs. 43.4 Cr, YoY Rs. -8.7 Cr
Quarter EPS is Rs. 0.4
Share is trading at P/E of 49.5x FY22E EPS

*Bajaj Healthcare Ltd.* | *CMP* Rs. 954 | *M Cap* Rs. 1316 Cr | *52 W H/L* 1024/326
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 185.7 Cr (40.5% QoQ, 32.8% YoY) vs QoQ Rs. 132.2 Cr, YoY Rs. 139.8 Cr
EBIDTA came at Rs. 33.5 Cr (-3.2% QoQ, 32.2% YoY) vs QoQ Rs. 34.6 Cr, YoY Rs. 25.3 Cr
EBITDA Margin came at 18% vs QoQ 26.2%, YoY 18.1%
Adj. PAT came at Rs. 19.2 Cr vs QoQ Rs. 21.3 Cr, YoY Rs. 15.3 Cr
Quarter EPS is Rs. 13.9
Share is trading at P/E of 15.1x TTM EPS

*Paushak Ltd.* | *CMP* Rs. 9093 | *M Cap* Rs. 2916 Cr | *52 W H/L* 10320/3205
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 22.9 Cr (-41% QoQ, -29.1% YoY) vs QoQ Rs. 38.7 Cr, YoY Rs. 32.2 Cr
EBIDTA came at Rs. 4.8 Cr (-70.6% QoQ, -53.6% YoY) vs QoQ Rs. 16.3 Cr, YoY Rs. 10.3 Cr
EBITDA Margin came at 20.9% vs QoQ 41.9%, YoY 31.9%
Adj. PAT came at Rs. 2.9 Cr vs QoQ Rs. 11 Cr, YoY Rs. 8.6 Cr
Quarter EPS is Rs. 9.1
Share is trading at P/E of 92.3x TTM EPS

Krsnaa Diagnostics IPO Preview:
APPLY FOR LISTING GAINS AND LONG TERM

Positives:
Fastest growing Business
Strong Profit and Revenue growth
Strong Anchor Book

Negatives:
Low Promoter holding at 27%

GM jsk stock in news jkbk,drl,grinfra,tatastl,titan,sbi,apollotyre,munjalsaw,elgi, adanientp,kalpatarupower,godrejconsumer. Negative stocks dhampur,nazaratech. Nifty range 15900-16250.

SEBI to usher in T+1 settlement cycle soon https://www.thehindubusinessline.com/markets/stock-markets/sebi-to-usher-in-t1-settlement-cycle-soon/article35688395.ece?utm_campaign=amp_article_share&utm_medium=referral&utm_source=whatsapp.com

*Derivative Calculus @ 8am - Wednesday, August 04th 2021*

# Nifty August Futures ended Tuesday’s session at a premium of +19 vs premium of +25.

# The 05th August expiry Put-Call Open Interest Ratio was at 1.71 for Nifty whereas it was 1.12 for Bank Nifty.

# The 05th August expiry Put-Call Volume Ratio was at 0.90 for the Nifty and 0.80 for Bank Nifty.

# For Nifty, Maximum Call Open Interest (OI) stands at 16200 Strike Price, followed by 16300 Strike Price for 05th August Series. Short covering was seen at strike prices 15500-16000.

# Maximum Put Open Interest (OI) was seen at strike price 15900 followed by 16000 strike prices for 05th August series. Short buildup was seen at strike prices 15800-16200.

# For Bank Nifty, Maximum Call Open Interest (OI) stands at 35000 Strike Price and Maximum Put Open Interest stands at 35000 Strike Price.

# As per Tuesday’s provisional data available on the NSE, FIIs bought shares worth Rs. 2116.60 crores in the Indian equity Market. DIIs on the other hand sold shares worth Rs. 298.54 crores in the Indian Equity market.


# *Long Buildup:* FEDERALBANK, CUMMINSIND, SBILIFE, BRITANNIA.

# *Short Buildup:* VOLTAS, SRTRANSFIN, TRENT.

# *Short Covering:* INDUSINDBANK, M&M, L&T, DEEPAKNTR.

# *Long Unwinding:* AUBANK, MINDTREE, SHREECEM.


# *Stocks banned in F&O segment:* SUNTV.

# New in Ban: NIL.

# Out of Ban: NIL.

Devyani International IPO Preview:
APPLY FOR BIG LISTING GAINS AND LONG TERM

Positives:
Strong Brand
Experience Promoters
Huge growth potential
Anchor Book Impressive

Negatives:
Yet to make profits

Post Peak 16K, what will lead the market and what will pull it back? Nilesh Shah answers

https://economictimes.indiatimes.com/markets/expert-view/post-peak-16k-what-will-lead-the-market-and-what-will-pull-it-back-nilesh-shah-answers/articleshow/85001346.cms

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