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
Bharti Airtel headed for a multi-year breakout; stock can double from here
https://mybs.in/2ZgbqJk
－shared via Business Standard iPhone App
https://mybs.in/2ZgbqJk
－shared via Business Standard iPhone App
Business-Standard
Bharti Airtel headed for a multi-year breakout; stock can double from here
The Sunil Mittal-owned company reported a net profit of Rs 283.5 crore in the first quarter of the current fiscal (Q1FY22), which was much lower than the consensus estimates
Highly positive news for Vodafone Idea and Cairn
https://www.moneycontrol.com/news/business/economy/govt-introduces-taxation-laws-amendment-bill-to-nullify-retro-tax-demands-7283341.html
https://www.moneycontrol.com/news/business/economy/govt-introduces-taxation-laws-amendment-bill-to-nullify-retro-tax-demands-7283341.html
Moneycontrol
Govt Buries Ghosts Of Retrospective Tax, Tables Taxation Law Amendments In Lok Sabha
"The Bill proposes to amend the Income-tax Act, 1961 so as to provide that no tax demand shall be raised in future on the basis of the said retrospective amendment for any indirect transfer of Indian assets if the transaction was undertaken before 28th May…
Breaking news:
Indian Govt suddenly withdraws Indirect transfer capital gain provisions for years prior to 2012.
This apparently is done to give benefit to Vodafone UK, which was in litigation since 15 years with Indian income tax department. Hopefully Vodafone UK will pump more money into "Idea" now....
Cairn UK will also be a beneficiary of this...
Indian Govt suddenly withdraws Indirect transfer capital gain provisions for years prior to 2012.
This apparently is done to give benefit to Vodafone UK, which was in litigation since 15 years with Indian income tax department. Hopefully Vodafone UK will pump more money into "Idea" now....
Cairn UK will also be a beneficiary of this...