*ITD Cementation India Ltd.* | *CMP* Rs. 83 | *M Cap* Rs. 1426 Cr | *52 W H/L* 98/42
(Nirmal Bang Retail Research)
*Result is above expectation*
Revenue from Operations came at Rs. 825.5 Cr (-16.1% QoQ, 106.7% YoY) vs expectation of Rs. 716.9 Cr, QoQ Rs. 983.9 Cr, YoY Rs. 399.4 Cr
EBIDTA came at Rs. 82.2 Cr (-27.7% QoQ, 178.2% YoY) vs expectation of Rs. 65.5 Cr, QoQ Rs. 113.8 Cr, YoY Rs. 29.6 Cr
EBITDA Margin came at 10% vs expectation of 9.1%, QoQ 11.6%, YoY 7.4%
Adj. PAT came at Rs. 17.9 Cr vs expectation of Rs. 13.4 Cr, QoQ Rs. 52.5 Cr, YoY Rs. -17 Cr
Quarter EPS is Rs. 1
Share is trading at P/E of 12.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result is above expectation*
Revenue from Operations came at Rs. 825.5 Cr (-16.1% QoQ, 106.7% YoY) vs expectation of Rs. 716.9 Cr, QoQ Rs. 983.9 Cr, YoY Rs. 399.4 Cr
EBIDTA came at Rs. 82.2 Cr (-27.7% QoQ, 178.2% YoY) vs expectation of Rs. 65.5 Cr, QoQ Rs. 113.8 Cr, YoY Rs. 29.6 Cr
EBITDA Margin came at 10% vs expectation of 9.1%, QoQ 11.6%, YoY 7.4%
Adj. PAT came at Rs. 17.9 Cr vs expectation of Rs. 13.4 Cr, QoQ Rs. 52.5 Cr, YoY Rs. -17 Cr
Quarter EPS is Rs. 1
Share is trading at P/E of 12.8x FY22E EPS
*NCC Ltd.* | *CMP* Rs. 89 | *M Cap* Rs. 5446 Cr | *52 W H/L* 100/30
(Nirmal Bang Retail Research)
*Result is marginally below expectation*
Revenue from Operations came at Rs. 1892.6 Cr (-27.7% QoQ, 60.6% YoY) vs expectation of Rs. 1978.2 Cr, QoQ Rs. 2617.7 Cr, YoY Rs. 1178.8 Cr
EBIDTA came at Rs. 199.7 Cr (-31.1% QoQ, 72.7% YoY) vs expectation of Rs. 218.9 Cr, QoQ Rs. 289.7 Cr, YoY Rs. 115.6 Cr
EBITDA Margin came at 10.6% vs expectation of 11.1%, QoQ 11.1%, YoY 9.8%
Adj. PAT came at Rs. 51.7 Cr vs expectation of Rs. 64.2 Cr, QoQ Rs. 115.5 Cr, YoY Rs. 16.9 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 13.4x FY22E EPS
(Nirmal Bang Retail Research)
*Result is marginally below expectation*
Revenue from Operations came at Rs. 1892.6 Cr (-27.7% QoQ, 60.6% YoY) vs expectation of Rs. 1978.2 Cr, QoQ Rs. 2617.7 Cr, YoY Rs. 1178.8 Cr
EBIDTA came at Rs. 199.7 Cr (-31.1% QoQ, 72.7% YoY) vs expectation of Rs. 218.9 Cr, QoQ Rs. 289.7 Cr, YoY Rs. 115.6 Cr
EBITDA Margin came at 10.6% vs expectation of 11.1%, QoQ 11.1%, YoY 9.8%
Adj. PAT came at Rs. 51.7 Cr vs expectation of Rs. 64.2 Cr, QoQ Rs. 115.5 Cr, YoY Rs. 16.9 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 13.4x FY22E EPS
*Gujarat Gas Ltd.* | *CMP* Rs. 772 | *M Cap* Rs. 53144 Cr | *52 W H/L* 772/281
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 3010.9 Cr (-12.2% QoQ, 178% YoY) vs expectation of Rs. 3016.8 Cr, QoQ Rs. 3428.9 Cr, YoY Rs. 1082.9 Cr
EBIDTA came at Rs. 722.9 Cr (30.4% QoQ, 289.2% YoY) vs expectation of Rs. 540.2 Cr, QoQ Rs. 554.3 Cr, YoY Rs. 185.7 Cr
EBITDA Margin came at 24% vs expectation of 17.9%, QoQ 16.2%, YoY 17.2%
Adj. PAT came at Rs. 476.2 Cr vs expectation of Rs. 346.2 Cr, QoQ Rs. 349.9 Cr, YoY Rs. 58.7 Cr
Quarter EPS is Rs. 6.9
Share is trading at P/E of 35.3x FY22E EPS
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 3010.9 Cr (-12.2% QoQ, 178% YoY) vs expectation of Rs. 3016.8 Cr, QoQ Rs. 3428.9 Cr, YoY Rs. 1082.9 Cr
EBIDTA came at Rs. 722.9 Cr (30.4% QoQ, 289.2% YoY) vs expectation of Rs. 540.2 Cr, QoQ Rs. 554.3 Cr, YoY Rs. 185.7 Cr
EBITDA Margin came at 24% vs expectation of 17.9%, QoQ 16.2%, YoY 17.2%
Adj. PAT came at Rs. 476.2 Cr vs expectation of Rs. 346.2 Cr, QoQ Rs. 349.9 Cr, YoY Rs. 58.7 Cr
Quarter EPS is Rs. 6.9
Share is trading at P/E of 35.3x FY22E EPS
*Accelya Solutions India Ltd.* | *CMP* Rs. 1394 | *M Cap* Rs. 2081 Cr | *52 W H/L* 1539/772
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 85.7 Cr (15.6% QoQ, 36.4% YoY) vs QoQ Rs. 74.2 Cr, YoY Rs. 62.8 Cr
EBIDTA came at Rs. 32 Cr (59.2% QoQ, 181.6% YoY) vs QoQ Rs. 20.1 Cr, YoY Rs. 11.4 Cr
EBITDA Margin came at 37.3% vs QoQ 27.1%, YoY 18.1%
Adj. PAT came at Rs. 18.4 Cr vs QoQ Rs. 10.9 Cr, YoY Rs. 3.6 Cr
Quarter EPS is Rs. 12.3
Share is trading at P/E of 49.3x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 85.7 Cr (15.6% QoQ, 36.4% YoY) vs QoQ Rs. 74.2 Cr, YoY Rs. 62.8 Cr
EBIDTA came at Rs. 32 Cr (59.2% QoQ, 181.6% YoY) vs QoQ Rs. 20.1 Cr, YoY Rs. 11.4 Cr
EBITDA Margin came at 37.3% vs QoQ 27.1%, YoY 18.1%
Adj. PAT came at Rs. 18.4 Cr vs QoQ Rs. 10.9 Cr, YoY Rs. 3.6 Cr
Quarter EPS is Rs. 12.3
Share is trading at P/E of 49.3x TTM EPS
Nureca
*E-retail + Healthcare (both booming in current environment)*
Nureca Limited, is a leading healthcare and wellness company with a product range of *over 150 SKUs* across different categories. The flagship brand is called “Dr Trust”. The company has more than *100 design patents.*
Nureca is a digital first B2C company and sells though all major e- commerce channels
___________________________
During June quarter, company launched 8 new products with total SKUs now at 150
Majority of products launched during the quarter were Nutraceuticals to capitalise on higher demand
New products have seen *strong positive response* from customers and have gained robust traction since launched
_________________________
_*Q1 update*_
✅ *Sales ₹ 119 Cr*😱😱 vs 31 Cr YoY vs 30 Cr QoQ
✅ *EBITDA ₹47.1 Cr*😵😵 vs ₹5.6 Cr QoQ vs ₹13 Cr YoY
✅PAT ₹36 Cr vs ₹5.2 Cr QoQ vs ₹9.0 Cr YoY
✅ *Q1FY22 EPS: ₹36.2*🔥🔥🔥 vs ₹4.6 QoQ vs ₹13.5 YoY
HIGHLY POSITIVE MANAGEMENT COMMENTARY: “We expect the growth momentum to *continue in coming quarters* supported by strong demand, new product launches and improved last mile reach.”
*E-retail + Healthcare (both booming in current environment)*
Nureca Limited, is a leading healthcare and wellness company with a product range of *over 150 SKUs* across different categories. The flagship brand is called “Dr Trust”. The company has more than *100 design patents.*
Nureca is a digital first B2C company and sells though all major e- commerce channels
___________________________
During June quarter, company launched 8 new products with total SKUs now at 150
Majority of products launched during the quarter were Nutraceuticals to capitalise on higher demand
New products have seen *strong positive response* from customers and have gained robust traction since launched
_________________________
_*Q1 update*_
✅ *Sales ₹ 119 Cr*😱😱 vs 31 Cr YoY vs 30 Cr QoQ
✅ *EBITDA ₹47.1 Cr*😵😵 vs ₹5.6 Cr QoQ vs ₹13 Cr YoY
✅PAT ₹36 Cr vs ₹5.2 Cr QoQ vs ₹9.0 Cr YoY
✅ *Q1FY22 EPS: ₹36.2*🔥🔥🔥 vs ₹4.6 QoQ vs ₹13.5 YoY
HIGHLY POSITIVE MANAGEMENT COMMENTARY: “We expect the growth momentum to *continue in coming quarters* supported by strong demand, new product launches and improved last mile reach.”
*Aditya Birla Capital Ltd. - C* | *CMP* Rs. 114 | *M Cap* Rs. 27536 Cr | *52 W H/L* 140/53
(Nirmal Bang Retail Research)
*Result is ok*
_Segment Revenue_
NBFC revenue came at Rs. 1380.8 Cr vs YoY Rs. 1393.9 Cr, QoQ Rs. 1379.4 Cr
Life insurance revenue came at Rs. 2038.2 Cr vs YoY Rs. 1929.6 Cr, QoQ Rs. 3244.3 Cr
Life Insurance market share declined to 4.4% vs QoQ 4.5%
Asset Management revenue came at Rs. 333.2 Cr vs YoY Rs. 258.5 Cr, QoQ Rs. 331.4 Cr
AMC AUM's came at Rs. 270360 Cr vs YoY Rs. 225713 Cr, QoQ Rs. 262875 Cr
AMC Market share was at 9.12% vs QoQ 9.20%
General insurance Broking revenue came at Rs. 147.3 Cr vs YoY Rs. 104.4 Cr, QoQ Rs. 164.6 Cr
Money Broking revenue came at Rs. 53.4 Cr vs YoY Rs. 44.3 Cr, QoQ Rs. 49.4 Cr
Health insurance revenue came at Rs. 350.1 Cr vs YoY Rs. 221.5 Cr, QoQ Rs. 424.7 Cr
Other Financial Services revenue came at Rs. 30.4 Cr vs YoY Rs. 32.1 Cr, QoQ Rs. 30 Cr
Total Income came at Rs. 4640.5 Cr vs YoY Rs. 4306.6 Cr, QoQ Rs. 5929.2 Cr
PBT came at Rs. 397.6 Cr vs YoY Rs. 284.7 Cr, QoQ Rs. 500.4 Cr
PAT came at Rs. 270.3 Cr vs YoY Rs. 198.4 Cr, QoQ Rs. 375.2 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 14.4x FY23E EPS & 2.4x trailing P/BV
(Nirmal Bang Retail Research)
*Result is ok*
_Segment Revenue_
NBFC revenue came at Rs. 1380.8 Cr vs YoY Rs. 1393.9 Cr, QoQ Rs. 1379.4 Cr
Life insurance revenue came at Rs. 2038.2 Cr vs YoY Rs. 1929.6 Cr, QoQ Rs. 3244.3 Cr
Life Insurance market share declined to 4.4% vs QoQ 4.5%
Asset Management revenue came at Rs. 333.2 Cr vs YoY Rs. 258.5 Cr, QoQ Rs. 331.4 Cr
AMC AUM's came at Rs. 270360 Cr vs YoY Rs. 225713 Cr, QoQ Rs. 262875 Cr
AMC Market share was at 9.12% vs QoQ 9.20%
General insurance Broking revenue came at Rs. 147.3 Cr vs YoY Rs. 104.4 Cr, QoQ Rs. 164.6 Cr
Money Broking revenue came at Rs. 53.4 Cr vs YoY Rs. 44.3 Cr, QoQ Rs. 49.4 Cr
Health insurance revenue came at Rs. 350.1 Cr vs YoY Rs. 221.5 Cr, QoQ Rs. 424.7 Cr
Other Financial Services revenue came at Rs. 30.4 Cr vs YoY Rs. 32.1 Cr, QoQ Rs. 30 Cr
Total Income came at Rs. 4640.5 Cr vs YoY Rs. 4306.6 Cr, QoQ Rs. 5929.2 Cr
PBT came at Rs. 397.6 Cr vs YoY Rs. 284.7 Cr, QoQ Rs. 500.4 Cr
PAT came at Rs. 270.3 Cr vs YoY Rs. 198.4 Cr, QoQ Rs. 375.2 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 14.4x FY23E EPS & 2.4x trailing P/BV
*Narayana Hrudayalaya Ltd.* | *CMP* Rs. 504 | *M Cap* Rs. 10290 Cr | *52 W H/L* 567/266
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 859.8 Cr (2.6% QoQ, 118.5% YoY) vs expectation of Rs. 726.6 Cr, QoQ Rs. 837.8 Cr, YoY Rs. 393.5 Cr
EBIDTA came at Rs. 133.7 Cr (-5.5% QoQ, -246.9% YoY) vs expectation of Rs. 106.4 Cr, QoQ Rs. 141.4 Cr, YoY Rs. -91 Cr
EBITDA Margin came at 15.5% vs expectation of 14.6%, QoQ 16.9%, YoY -23.1%
Adj. PAT came at Rs. 76.2 Cr vs expectation of Rs. 33.3 Cr, QoQ Rs. 68 Cr, YoY Rs. -119.7 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 46x FY22E EPS
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 859.8 Cr (2.6% QoQ, 118.5% YoY) vs expectation of Rs. 726.6 Cr, QoQ Rs. 837.8 Cr, YoY Rs. 393.5 Cr
EBIDTA came at Rs. 133.7 Cr (-5.5% QoQ, -246.9% YoY) vs expectation of Rs. 106.4 Cr, QoQ Rs. 141.4 Cr, YoY Rs. -91 Cr
EBITDA Margin came at 15.5% vs expectation of 14.6%, QoQ 16.9%, YoY -23.1%
Adj. PAT came at Rs. 76.2 Cr vs expectation of Rs. 33.3 Cr, QoQ Rs. 68 Cr, YoY Rs. -119.7 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 46x FY22E EPS
*Indiabulls Housing Finance Ltd. -C* | *CMP* Rs. 270 | *M Cap* Rs. 12486 Cr | *52 W H/L* 314/128
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 769.1 Cr vs YoY Rs. 727.6 Cr, QoQ Rs. 777.6 Cr
PBP came at Rs. 583.3 Cr vs YoY Rs. 600.6 Cr, QoQ Rs. 673.3 Cr
Provisions came at Rs. 213.8 Cr vs YoY Rs. 246.1 Cr, QoQ Rs. 316.5 Cr
PAT came at Rs. 281.7 Cr vs YoY Rs. 272.8 Cr, QoQ Rs. 276.2 Cr
Loan Assets came at Rs. 65438 Cr vs YoY Rs. 73129 Cr, QoQ Rs. 66047 Cr
Gross NPA (%) came at 2.86% vs QoQ 2.66%
Net NPA (%) came at 1.55% vs QoQ 1.59%
Total provisions shored up to Rs. 3,600 Cr [5.5% of loan book], which is 3.9x times of the regulatory requirement
and 159% of Gross NPAs.
Collection efficiency has normalized in June and July and is now at 98%.
Quarter EPS is Rs. 6.3
Share is trading at P/E of 7.4x FY23E EPS & 0.8x trailing P/BV
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 769.1 Cr vs YoY Rs. 727.6 Cr, QoQ Rs. 777.6 Cr
PBP came at Rs. 583.3 Cr vs YoY Rs. 600.6 Cr, QoQ Rs. 673.3 Cr
Provisions came at Rs. 213.8 Cr vs YoY Rs. 246.1 Cr, QoQ Rs. 316.5 Cr
PAT came at Rs. 281.7 Cr vs YoY Rs. 272.8 Cr, QoQ Rs. 276.2 Cr
Loan Assets came at Rs. 65438 Cr vs YoY Rs. 73129 Cr, QoQ Rs. 66047 Cr
Gross NPA (%) came at 2.86% vs QoQ 2.66%
Net NPA (%) came at 1.55% vs QoQ 1.59%
Total provisions shored up to Rs. 3,600 Cr [5.5% of loan book], which is 3.9x times of the regulatory requirement
and 159% of Gross NPAs.
Collection efficiency has normalized in June and July and is now at 98%.
Quarter EPS is Rs. 6.3
Share is trading at P/E of 7.4x FY23E EPS & 0.8x trailing P/BV
*Acrysil Ltd.* | *CMP* Rs. 647 | *M Cap* Rs. 1727 Cr | *52 W H/L* 667/79
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 97.5 Cr (-3.1% QoQ, 112.2% YoY) vs QoQ Rs. 100.6 Cr, YoY Rs. 46 Cr
EBIDTA came at Rs. 21.2 Cr (4.4% QoQ, 119.9% YoY) vs QoQ Rs. 20.3 Cr, YoY Rs. 9.7 Cr
EBITDA Margin came at 21.7% vs QoQ 20.2%, YoY 21%
Adj. PAT came at Rs. 13.5 Cr vs QoQ Rs. 13 Cr, YoY Rs. 4.6 Cr
Quarter EPS is Rs. 5.1
Share is trading at P/E of 36x TTM EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 97.5 Cr (-3.1% QoQ, 112.2% YoY) vs QoQ Rs. 100.6 Cr, YoY Rs. 46 Cr
EBIDTA came at Rs. 21.2 Cr (4.4% QoQ, 119.9% YoY) vs QoQ Rs. 20.3 Cr, YoY Rs. 9.7 Cr
EBITDA Margin came at 21.7% vs QoQ 20.2%, YoY 21%
Adj. PAT came at Rs. 13.5 Cr vs QoQ Rs. 13 Cr, YoY Rs. 4.6 Cr
Quarter EPS is Rs. 5.1
Share is trading at P/E of 36x TTM EPS
*Somany Ceramics Ltd.* | *CMP* Rs. 721 | *M Cap* Rs. 3056 Cr | *52 W H/L* 734/122
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 329.9 Cr (-41.6% QoQ, 94.7% YoY) vs expectation of Rs. 361.1 Cr, QoQ Rs. 564.6 Cr, YoY Rs. 169.4 Cr
EBIDTA came at Rs. 23.1 Cr (-74.2% QoQ, -298.8% YoY) vs expectation of Rs. 32.3 Cr, QoQ Rs. 89.6 Cr, YoY Rs. -11.6 Cr
EBITDA Margin came at 7% vs expectation of 9%, QoQ 15.9%, YoY -6.9%
Adj. PAT came at Rs. 4.5 Cr vs expectation of Rs. 9.8 Cr, QoQ Rs. 49.4 Cr, YoY Rs. -22 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 29.7x FY22E EPS
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 329.9 Cr (-41.6% QoQ, 94.7% YoY) vs expectation of Rs. 361.1 Cr, QoQ Rs. 564.6 Cr, YoY Rs. 169.4 Cr
EBIDTA came at Rs. 23.1 Cr (-74.2% QoQ, -298.8% YoY) vs expectation of Rs. 32.3 Cr, QoQ Rs. 89.6 Cr, YoY Rs. -11.6 Cr
EBITDA Margin came at 7% vs expectation of 9%, QoQ 15.9%, YoY -6.9%
Adj. PAT came at Rs. 4.5 Cr vs expectation of Rs. 9.8 Cr, QoQ Rs. 49.4 Cr, YoY Rs. -22 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 29.7x FY22E EPS
Bulk Deal as on 05-08-21
Abans Enterprises
+ 5.43 Lk @ 103.55 Astute Foodstuff Trading LLC
- 6.59 Lk @ 103.57 Yogdarshan Commercial
Trading Pvt Ltd
Cineline India
+ 2 Lk @ 93.96 Rajesh Sanghvi
+ 1.70 Lk @ 92.42 Ratnabali Investment Pvt Ltd
Gokaldas Export
+ 2.96 Lk @ 218.62 Pramerica Mutual Fund
Graphite India
+ 13.96 Lk @ 740 Emerald Matrix Holdings Pte Ltd
- 13.96 Lk @ 740 Krishna Kumar Bangur
Jbf Industries
+ 7.50 Lk @ 34.72 ICM Finance Pvt Ltd
Kpi Global
- 1.22 Lk @ 157.74 Kamal Kumar Kabra
Kwality Pharma
- 90 K @ 281.15 Ways Vinimay Pvt Ltd
TilakNagar Industries
- 13.60 Lk @ 38.47 Anand
Sbi Life Insurance
- 1.90 Crore @ 1130 CA Emerald Investment
+ 36 Lk @ 1130 ICICI Prudential Mutual Fund
+ 30 Lk @ 1130 Ghisallo Master Fund LP
+ 26 Lk @ 1130 Sbi Mutual Fund
+ 19.75 Lk @ 1130 Societe Generale
+ 14 Lk @ 1130 Integrated Core Strategies (Asia) Pte Ltd
+ 12 Lk @ 1130 Avendus Absolute Return Fund
+ 8.25 Lk @ 1130 BOFA Securities Europe Sa
+ 8 Lk @ 1130 Franklin Templeton Mutual fund
+ 8 Lk @ 1130 Birla Sun Life Mutual Fund
+ 7.5 Lk @ BNP Paribas Arbitage
+ 3.25 Lk @ 1130 Hdfc Standard Life Insurance Co Ltd
+ 3 Lk @ 1130 Kotak Mahindra Mutual Fund
+ 3 Lk @ 1130 Nippon India Mutual Fund
+ 3 Lk @ 1130 Pioneer Investment Fund
+ 2.5 Lk @ 1130 Max Life Insurance Company Ltd
+ 1.50 Lk @ 1130 Dsp Mutual Fund
+ 1.25 Lk @ 1130 Mirae Assets Mutual Fund
+ 1 Lk @ 1130 Morgan Stanley Asia Singapore Pte Ltd
+ 1 Lk @ 1130 Aditya Birla Sun Life Mutual Fund
+ 1 Lk @ 1130 Aptus Global Financial Fund
Abans Enterprises
+ 5.43 Lk @ 103.55 Astute Foodstuff Trading LLC
- 6.59 Lk @ 103.57 Yogdarshan Commercial
Trading Pvt Ltd
Cineline India
+ 2 Lk @ 93.96 Rajesh Sanghvi
+ 1.70 Lk @ 92.42 Ratnabali Investment Pvt Ltd
Gokaldas Export
+ 2.96 Lk @ 218.62 Pramerica Mutual Fund
Graphite India
+ 13.96 Lk @ 740 Emerald Matrix Holdings Pte Ltd
- 13.96 Lk @ 740 Krishna Kumar Bangur
Jbf Industries
+ 7.50 Lk @ 34.72 ICM Finance Pvt Ltd
Kpi Global
- 1.22 Lk @ 157.74 Kamal Kumar Kabra
Kwality Pharma
- 90 K @ 281.15 Ways Vinimay Pvt Ltd
TilakNagar Industries
- 13.60 Lk @ 38.47 Anand
Sbi Life Insurance
- 1.90 Crore @ 1130 CA Emerald Investment
+ 36 Lk @ 1130 ICICI Prudential Mutual Fund
+ 30 Lk @ 1130 Ghisallo Master Fund LP
+ 26 Lk @ 1130 Sbi Mutual Fund
+ 19.75 Lk @ 1130 Societe Generale
+ 14 Lk @ 1130 Integrated Core Strategies (Asia) Pte Ltd
+ 12 Lk @ 1130 Avendus Absolute Return Fund
+ 8.25 Lk @ 1130 BOFA Securities Europe Sa
+ 8 Lk @ 1130 Franklin Templeton Mutual fund
+ 8 Lk @ 1130 Birla Sun Life Mutual Fund
+ 7.5 Lk @ BNP Paribas Arbitage
+ 3.25 Lk @ 1130 Hdfc Standard Life Insurance Co Ltd
+ 3 Lk @ 1130 Kotak Mahindra Mutual Fund
+ 3 Lk @ 1130 Nippon India Mutual Fund
+ 3 Lk @ 1130 Pioneer Investment Fund
+ 2.5 Lk @ 1130 Max Life Insurance Company Ltd
+ 1.50 Lk @ 1130 Dsp Mutual Fund
+ 1.25 Lk @ 1130 Mirae Assets Mutual Fund
+ 1 Lk @ 1130 Morgan Stanley Asia Singapore Pte Ltd
+ 1 Lk @ 1130 Aditya Birla Sun Life Mutual Fund
+ 1 Lk @ 1130 Aptus Global Financial Fund
*Cipla Ltd.* | *CMP* Rs. 945 | *M Cap* Rs. 76223 Cr | *52 W H/L* 997/644
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 5504.4 Cr (19.5% QoQ, 26.6% YoY) vs expectation of Rs. 5092.8 Cr, QoQ Rs. 4606.5 Cr, YoY Rs. 4346.2 Cr
EBIDTA came at Rs. 1345.9 Cr (69% QoQ, 28.3% YoY) vs expectation of Rs. 1118.4 Cr, QoQ Rs. 796.2 Cr, YoY Rs. 1048.7 Cr
EBITDA Margin came at 24.5% vs expectation of 22%, QoQ 17.3%, YoY 24.1%
Adj. PAT came at Rs. 839.3 Cr vs expectation of Rs. 636.6 Cr, QoQ Rs. 413.4 Cr, YoY Rs. 577.9 Cr
Quarter EPS is Rs. 10.4
Share is trading at P/E of 27.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result is above expectations*
Revenue from Operations came at Rs. 5504.4 Cr (19.5% QoQ, 26.6% YoY) vs expectation of Rs. 5092.8 Cr, QoQ Rs. 4606.5 Cr, YoY Rs. 4346.2 Cr
EBIDTA came at Rs. 1345.9 Cr (69% QoQ, 28.3% YoY) vs expectation of Rs. 1118.4 Cr, QoQ Rs. 796.2 Cr, YoY Rs. 1048.7 Cr
EBITDA Margin came at 24.5% vs expectation of 22%, QoQ 17.3%, YoY 24.1%
Adj. PAT came at Rs. 839.3 Cr vs expectation of Rs. 636.6 Cr, QoQ Rs. 413.4 Cr, YoY Rs. 577.9 Cr
Quarter EPS is Rs. 10.4
Share is trading at P/E of 27.8x FY22E EPS
*Bajaj Consumer Care Ltd.* | *CMP* Rs. 273 | *M Cap* Rs. 4028 Cr | *52 W H/L* 324/162
(Nirmal Bang Retail Research)
*Result marginally below expectation*
Revenue from Operations came at Rs. 215.3 Cr (-12.5% QoQ, 9.8% YoY) vs expectation of Rs. 229.9 Cr, QoQ Rs. 246 Cr, YoY Rs. 196.1 Cr
EBIDTA came at Rs. 52.3 Cr (-13.9% QoQ, -8% YoY) vs expectation of Rs. 59.6 Cr, QoQ Rs. 60.8 Cr, YoY Rs. 56.9 Cr
EBITDA Margin came at 24.3% vs expectation of 25.9%, QoQ 24.7%, YoY 29%
Adj. PAT came at Rs. 48.9 Cr vs expectation of Rs. 55.7 Cr, QoQ Rs. 53.9 Cr, YoY Rs. 54.2 Cr
Quarter EPS is Rs. 3.3
Share is trading at P/E of 16.6x FY22E EPS
(Nirmal Bang Retail Research)
*Result marginally below expectation*
Revenue from Operations came at Rs. 215.3 Cr (-12.5% QoQ, 9.8% YoY) vs expectation of Rs. 229.9 Cr, QoQ Rs. 246 Cr, YoY Rs. 196.1 Cr
EBIDTA came at Rs. 52.3 Cr (-13.9% QoQ, -8% YoY) vs expectation of Rs. 59.6 Cr, QoQ Rs. 60.8 Cr, YoY Rs. 56.9 Cr
EBITDA Margin came at 24.3% vs expectation of 25.9%, QoQ 24.7%, YoY 29%
Adj. PAT came at Rs. 48.9 Cr vs expectation of Rs. 55.7 Cr, QoQ Rs. 53.9 Cr, YoY Rs. 54.2 Cr
Quarter EPS is Rs. 3.3
Share is trading at P/E of 16.6x FY22E EPS
Taxsutra Breaking News - Govt. withdraws retrospective amendment to 'indirect transfers' made in 2012, to now apply prospectively!!! Big impact on Vodafone tax case...
#BorosilRenewables Q1 FY22 YOY
Sales up 151%
EBITDA up 547%
Net profit 40 Cr vs - 2Cr
EBITDA Margin 45% vs 17%
NPM 29%
QoQ performance is Poor, no justification given by company.
QIP of 200 Crore raised for expansion project.
Sales up 151%
EBITDA up 547%
Net profit 40 Cr vs - 2Cr
EBITDA Margin 45% vs 17%
NPM 29%
QoQ performance is Poor, no justification given by company.
QIP of 200 Crore raised for expansion project.
*Tata Chemicals reports Q1 earnings*
🔸Net profit at Rs 342.1 cr Vs Rs 74.1 cr (YoY)
🔸Revenue up 26.8% at Rs 2,977.2 cr Vs Rs 2,348.2 cr (YOY)
🔸EBITDA up 67.1% at Rs 601.2 cr Vs Rs 359.7 cr (YoY)
🔸EBITDA margin at 20.2% Vs 15.3% (Yoy)
View: Strong result
🔸Net profit at Rs 342.1 cr Vs Rs 74.1 cr (YoY)
🔸Revenue up 26.8% at Rs 2,977.2 cr Vs Rs 2,348.2 cr (YOY)
🔸EBITDA up 67.1% at Rs 601.2 cr Vs Rs 359.7 cr (YoY)
🔸EBITDA margin at 20.2% Vs 15.3% (Yoy)
View: Strong result
REC Ltd : Revenue 9587cr vs 8109cr (QoQ) / PAT : 2247cr vs 1839cr / Interim Dividend Rs. 2/- per share