▪️BEL Q1 : Cons. Net Profit Down 98 % To Rs 24.3 cr (QOQ), Down 55 % YOY

Revenue down 77 % To Rs 1575 cr (QOQ), down 4 % YOY

EBITDA loss Of Rs 3.44 cr V Rs 1832 cr Qoq, Rs 112 cr YOY

▪️BSE Q1 : Cons. net profit up 63 % To Rs 51.87 cr (QOQ), Up 60 % YOY

Revenue Up 3 % To Rs 156.94 cr (QOQ), Up 52 % YOY

EBITDA Up 11 % To Rs 41.3 cr (QOQ), Rs 13.77 cr EBITDA lozss YOY

▪️Balkrishna IND. Q1 : Cons. Net Profit down 13 % To Rs 331 cr (QOQ), Up 152 % Yoy

Revenue Up 3 % To Rs 1802 cr (QOQ), Up 91 % YOY

EBITDA down 7 % To Rs 510 cr (QOQ), Up 113 % YOY

▪️INDIGO PAINTS Q1 : Cons. Net Profit Down 53 % To Rs 11.6 cr ( QOQ) , Up 38 % YOY

Revenue down 39 % To Rs 143 cr ( QOQ), Up 49 % YOY

EBITDA Down 54 % To Rs 20.2 cr ( QOQ), Up 6 Yoy

*Tata Power Company Ltd.* | *CMP* Rs. 135 | *M Cap* Rs. 43185 Cr | *52 W H/L* 135.15/48
(Nirmal Bang Retail Research)
*Result ahead of Expectation*
Revenue from Operations came at Rs. 9968 Cr (-1.6% QoQ, 54.5% YoY) vs expectation of Rs. 9335.3 Cr, QoQ Rs. 10127.4 Cr, YoY Rs. 6453 Cr
EBIDTA came at Rs. 2324.5 Cr (47.8% QoQ, 19.2% YoY) vs expectation of Rs. 1825.1 Cr, QoQ Rs. 1573.1 Cr, YoY Rs. 1949.8 Cr
EBITDA Margin came at 23.3% vs expectation of 19.6%, QoQ 15.5%, YoY 30.2%
Adj. PAT came at Rs. 391 Cr vs expectation of Rs. 347.2 Cr, QoQ Rs. 392.9 Cr, YoY Rs. 206.6 Cr
Quarter EPS is Rs. 1.2
Share is trading at P/E of 23.2x FY22E EPS

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*Bank of Baroda Ltd.* | *CMP* Rs. 83 | *M Cap* Rs. 43103 Cr | *52 W H/L* 100/40
(Nirmal Bang Retail Research)
*Result is in line with expectations*
Net Interest Income came at Rs. 7892 Cr vs expectation of Rs. 7477 Cr, YoY Rs. 6816 Cr, QoQ Rs. 7107 Cr
Non Interest Income came at Rs. 2970 Cr vs expectation of Rs. 1502 Cr, YoY Rs. 1816 Cr, QoQ Rs. 4848 Cr
PBP came at Rs. 5707 Cr vs expectation of Rs. 4020 Cr, YoY Rs. 4320 Cr, QoQ Rs. 6266 Cr
Provisions came at Rs. 4112 Cr vs expectation of Rs. 3262 Cr, YoY Rs. 5628 Cr, QoQ Rs. 3586 Cr
Adj. PAT came at Rs. 1209 Cr vs expectation of Rs. 822 Cr, YoY Rs. -864 Cr, QoQ Rs. -1047 Cr
Gross NPA came at Rs. 63029 Cr vs QoQ Rs. 66671 Cr at 8.86% vs QoQ 8.87%
Net NPA came at Rs. 20260 Cr vs QoQ Rs. 21800 Cr at 3.03% vs QoQ 3.09%
Slippages came at Rs. 6,194 Cr (3.7%) vs for FY21 Rs. 20,005 Cr (2.8%)
SMA 1 + 2 declined to 2.68% vs QoQ 3.23%
Restructured loans stand at Rs. 15,429 Cr (2.3%)
Collection efficiency (excluding Agri) is stable at 93% as of Jun 2021, same as in Mar 2021.
Share is trading at P/E of 5.1x FY23E EPS & 0.7x trailing P/Adj. BV

*Amber Enterprises India Ltd.* | *CMP* Rs. 2976 | *M Cap* Rs. 10027 Cr | *52 W H/L* 3668/1463
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 707.9 Cr (-55.7% QoQ, 172.9% YoY) vs expectation of Rs. 888.1 Cr, QoQ Rs. 1598.4 Cr, YoY Rs. 259.5 Cr
EBIDTA came at Rs. 42.2 Cr (-70.1% QoQ, -863.4% YoY) vs expectation of Rs. 72 Cr, QoQ Rs. 141.2 Cr, YoY Rs. -5.5 Cr
EBITDA Margin came at 6% vs expectation of 8.1%, QoQ 8.8%, YoY -2.1%
Adj. PAT came at Rs. 12.4 Cr vs expectation of Rs. 34.5 Cr, QoQ Rs. 75.5 Cr, YoY Rs. -22.4 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 52.7x FY22E EPS

*DCB Bank Ltd.* | *CMP* Rs. 96 | *M Cap* Rs. 2988 Cr | *52 W H/L* 127/74
(Nirmal Bang Retail Research)
*Result is below expectations*
Net Interest Income came at Rs. 309 Cr vs expectation of Rs. 328 Cr, YoY Rs. 307 Cr, QoQ Rs. 311 Cr
Non Interest Income came at Rs. 120 Cr vs expectation of Rs. 92 Cr, YoY Rs. 78 Cr, QoQ Rs. 134 Cr
PBP came at Rs. 201 Cr vs expectation of Rs. 204 Cr, YoY Rs. 191 Cr, QoQ Rs. 205 Cr
Provisions came at Rs. 156 Cr vs expectation of Rs. 107 Cr, YoY Rs. 84 Cr, QoQ Rs. 101 Cr
Adj. PAT came at Rs. 34 Cr vs expectation of Rs. 74 Cr, YoY Rs. 79 Cr, QoQ Rs. 78 Cr
Gross NPA came at Rs. 1269 Cr vs QoQ Rs. 1083 Cr at 4.87% vs QoQ 4.09%
Net NPA came at Rs. 719 Cr vs QoQ Rs. 594 Cr at 2.82% vs QoQ 2.29%
Contingent provisions stand at Rs. 107 Cr (0.4%)
Details on slippages & restructured book are awaited
Quarter EPS is Rs. 1
Share is trading at P/E of 6.1x FY23E EPS & 1x trailing P/Adj. BV

*Ujjivan Small Finance Bank Ltd.* | *CMP* Rs. 27 | *M Cap* Rs. 4736 Cr | *52 W H/L*
(Nirmal Bang Retail Research)
*Result is below expectations*
Net Interest Income came at Rs. 384 Cr vs expectation of Rs. 465 Cr, YoY Rs. 458 Cr, QoQ Rs. 368 Cr
Non Interest Income came at Rs. 75 Cr vs YoY Rs. 29 Cr, QoQ Rs. 117 Cr
PBP came at Rs. 163 Cr vs expectation of Rs. 213 Cr, YoY Rs. 215 Cr, QoQ Rs. 159 Cr
Provisions came at Rs. 475 Cr vs expectation of Rs. 115 Cr, YoY Rs. 140 Cr, QoQ Rs. -25 Cr
There was write-off of Rs. 280 Cr in Q1.
Adj. PAT came at Rs. -233 Cr vs expectation of Rs. 62 Cr, YoY Rs. 55 Cr, QoQ Rs. 136 Cr
Gross NPA came at Rs. 1375 Cr vs QoQ Rs. 1071 Cr at 9.79% vs QoQ 7.07%
Net NPA came at Rs. 349 Cr vs QoQ Rs. 425 Cr at 2.68% vs QoQ 2.93%
Restructured book stands at 5.5%
Contingent provision stands at Rs. 250 Cr
Billing Efficiency was at 78% in June, 2021 against 94% in March, 2021; however recovered to 93% in July.
Quarter EPS is Rs. -0.5
Share is trading at P/E 8.9x FY23E EPS and trailing P/Adj BV of 2x

So far, 89% of companies in the S&P 500 in US have reported earnings this quarter, and 87% of those have beaten earnings expectations, according to FactSet. That is on track to be the best quarter for earnings surprises since at least 2008.

U.S. economy added 943,000 jobs in July, according to the Labor Department. Economists expected the economy to have added 845,000 jobs last month, according to estimates from Dow Jones. The unemployment rate dropped to 5.4%, below the estimate of 5.7%.

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MARKET WIZARD NEWSLETTER ISSUE 22

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▶️ Aarti Drugs
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*OnMobile Global Ltd.* | *CMP* Rs. 138 | *M Cap* Rs. 1443 Cr | *52 W H/L* 154/29
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 128.8 Cr (-1.5% QoQ, -8.6% YoY) vs QoQ Rs. 130.7 Cr, YoY Rs. 140.8 Cr
EBIDTA came at Rs. 14.3 Cr (-4.5% QoQ, -27.7% YoY) vs QoQ Rs. 15 Cr, YoY Rs. 19.8 Cr
EBITDA Margin came at 11.1% vs QoQ 11.4%, YoY 14%
Adj. PAT came at Rs. 9.1 Cr vs QoQ Rs. 10.3 Cr, YoY Rs. 12.1 Cr
Quarter EPS is Rs. 0.9
Share is trading at P/E of 37.7x TTM EPS

*AARTI INDUSTRIES LTD.* | *CMP* Rs. 955 | *M Cap* Rs. 34619 Cr | *52 W H/L* 955/475
(Nirmal Bang Retail Research)
*Result ahead of Expectation*
Revenue from Operations came at Rs. 1316.8 Cr (8.9% QoQ, 40.5% YoY) vs expectation of Rs. 1259.2 Cr, QoQ Rs. 1209.4 Cr, YoY Rs. 937.3 Cr
EBIDTA came at Rs. 313.8 Cr (20.6% QoQ, 72.4% YoY) vs expectation of Rs. 280.9 Cr, QoQ Rs. 260.3 Cr, YoY Rs. 182 Cr
EBITDA Margin came at 23.8% vs expectation of 22.3%, QoQ 21.5%, YoY 19.4%
Adj. PAT came at Rs. 165.1 Cr vs expectation of Rs. 145.9 Cr, QoQ Rs. 136.1 Cr, YoY Rs. 81.9 Cr
Quarter EPS is Rs. 4.6
Share is trading at P/E of 50.9x FY22E EPS

*Dynemic Products Ltd.* | *CMP* Rs. 582 | *M Cap* Rs. 659 Cr | *52 W H/L* 589/178
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 58.8 Cr (2% QoQ, 40.3% YoY) vs QoQ Rs. 57.6 Cr, YoY Rs. 41.9 Cr
EBIDTA came at Rs. 13.1 Cr (33% QoQ, 23.9% YoY) vs QoQ Rs. 9.9 Cr, YoY Rs. 10.6 Cr
EBITDA Margin came at 22.3% vs QoQ 17.1%, YoY 25.3%
Adj. PAT came at Rs. 8.7 Cr vs QoQ Rs. 5.8 Cr, YoY Rs. 7.3 Cr
Quarter EPS is Rs. 7.6
Share is trading at P/E of 22.1x TTM EPS

*Affle (India) Ltd.* | *CMP* Rs. 4178 | *M Cap* Rs. 11134 Cr | *52 W H/L* 6287/1651
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 152.5 Cr (7.7% QoQ, 69.8% YoY) vs QoQ Rs. 141.6 Cr, YoY Rs. 89.8 Cr
EBIDTA came at Rs. 35.1 Cr (1.9% QoQ, 56% YoY) vs QoQ Rs. 34.4 Cr, YoY Rs. 22.5 Cr
EBITDA Margin came at 23% vs QoQ 24.3%, YoY 25%
Adj. PAT came at Rs. 35.9 Cr vs QoQ Rs. 58.5 Cr, YoY Rs. 18.8 Cr
Quarter EPS is Rs. 13.5
Share is trading at P/E of 73x FY22E EPS

*Power Mech Projects Ltd.* | *CMP* Rs. 828 | *M Cap* Rs. 1218 Cr | *52 W H/L* 923/354
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 622.9 Cr (-17.5% QoQ, 126.5% YoY) vs QoQ Rs. 755.2 Cr, YoY Rs. 275 Cr
EBIDTA came at Rs. 66 Cr (-11.4% QoQ, -576.6% YoY) vs QoQ Rs. 74.5 Cr, YoY Rs. -13.9 Cr
EBITDA Margin came at 10.6% vs QoQ 9.9%, YoY -5%
Adj. PAT came at Rs. 31.4 Cr vs QoQ Rs. 35.7 Cr, YoY Rs. -32.6 Cr
Quarter EPS is Rs. 21.4
Share is trading at P/E of 8.9x FY22E EPS

*Indiabulls Real Estate Ltd.* | *CMP* Rs. 143 | *M Cap* Rs. 6502 Cr | *52 W H/L* 175/46
(Nirmal Bang Retail Research)
*Result ok* New Sales came at Rs.350cr vs QoQ Rs.629cr yoy Rs.20cr
Revenue from Operations came at Rs. 519.7 Cr (-29% QoQ, 986% YoY) vs QoQ Rs. 731.7 Cr, YoY Rs. 47.9 Cr
EBIDTA came at Rs. 40.6 Cr (-72.1% QoQ, -176.4% YoY) vs QoQ Rs. 145.4 Cr, YoY Rs. -53.2 Cr
EBITDA Margin came at 7.8% vs QoQ 19.9%, YoY -111.1%
Adj. PAT came at Rs. 4.8 Cr vs QoQ Rs. 94.4 Cr, YoY Rs. -94.6 Cr
Quarter EPS is Rs. 0.1
Share is trading at P/E of 62.7x TTM EPS

*Hindustan Copper Ltd.* | *CMP* Rs. 145 | *M Cap* Rs. 13973 Cr | *52 W H/L* 197/31
(Nirmal Bang Retail Research)
*Result Improved*
Revenue from Operations came at Rs. 267.6 Cr (-48.8% QoQ, -38% YoY) vs QoQ Rs. 522.2 Cr, YoY Rs. 431.4 Cr
EBIDTA came at Rs. 120.2 Cr (291.2% QoQ, 39.1% YoY) vs QoQ Rs. 30.7 Cr, YoY Rs. 86.4 Cr (higher EBITDA is on account of high inventory carried forwarded along with other cost Gross margin negative)
EBITDA Margin came at 44.9% vs QoQ 5.9%, YoY 20%
Adj. PAT came at Rs. 45.7 Cr vs QoQ Rs. -36.8 Cr, YoY Rs. 29.7 Cr
Quarter EPS is Rs. 0.5
Share is trading at P/E of 110.7x TTM EPS