MANAKSIA ALUMINIUM 18.05❤️❤️

ZOOMING

ALL SET TO FIRE ✈️✈️✈️✈️✈️

MANAKSIA ALUMINIUM 18.25❤️❤️

MANAKSIA ALUMINIUM 18.35❤️❤️

ZOOMING SLOWLY

Personally bot Manaksia Aluminum at 18.3 also.

Added good qty

MANAKSIA ALUMINIUM ONCE ABOVE 18.5, UC WILL COME IN MINS 🚀🚀🚀

Small and Midcaps Recovering fast. ✈️✈️✈️

Super follow up in Makasia Aluminum

*BSE has clarified that the new rules will be Only for X, XT, Z, ZP, ZY and Y groups only and for below 1000 crs market cap cos. only...*

Revised - Introduction of Add-on Price Band Framework for BSE exclusive securities - Update

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20210811-6

BSE has modified circular which was issued on August 9th. Exchange has given more clarity on selection process of stocks nd review period.

Super Duper Aggressive Fundamental Short Term Pick

Buy Gujapollo at CMP of 230 - 232
Add more till 224
SL 218
Targets:- 240 - 244 - 247 - 250 - 253 - 257+
Above 257 we can see 265 - 280 - 300+

Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.

BSE Script Code - 522217
NSE Script Code - 14677

Personally bot 8.3k Gujapollo at avg of 229.44

High Conviction Call. Bse has clarified about circular which was released 2 days back. Midcaps will zoom ✈️✈️✈️

ADDED MORE GUJAPOLLO AGGRESSIVELY AT 229.95 - 230.2

TOTAL HOLDING OF THE DAY AT 10.8K

GUYS SAYING DONT MISS. HIGH CONVICTION BET

New rule will get affected for above 32 shares👆

*PNC Infratech Ltd.* | *CMP* Rs. 294 | *M Cap* Rs. 7542 Cr | *52 W H/L* 332/127
(Nirmal Bang Retail Research)
*Result inline with Expectation*
Revenue from Operations came at Rs. 1251.2 Cr (-23.9% QoQ, 38.2% YoY) vs expectation of Rs. 1250.5 Cr, QoQ Rs. 1644.3 Cr, YoY Rs. 905.3 Cr
EBIDTA came at Rs. 175.4 Cr (-24.5% QoQ, 46.5% YoY) vs expectation of Rs. 166.9 Cr, QoQ Rs. 232.4 Cr, YoY Rs. 119.8 Cr
EBITDA Margin came at 14% vs expectation of 13.3%, QoQ 14.1%, YoY 13.2%
Adj. PAT came at Rs. 93.3 Cr vs expectation of Rs. 95.1 Cr, QoQ Rs. 129.4 Cr, YoY Rs. 60.1 Cr
Quarter EPS is Rs. 3.6
Share is trading at P/E of 15.9x FY22E EPS

*Greaves Cotton Ltd.* | *CMP* Rs. 145 | *M Cap* Rs. 3336 Cr | *52 W H/L* 184/66
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 229 Cr (-56% QoQ, 46.7% YoY) vs QoQ Rs. 520.4 Cr, YoY Rs. 156.1 Cr
EBIDTA came at Rs. -16.9 Cr (-140.6% QoQ, -36.7% YoY) vs QoQ Rs. 41.6 Cr, YoY Rs. -26.7 Cr
EBITDA Margin came at -7.4% vs QoQ 8%, YoY -17.1%
Adj. PAT came at Rs. -26.5 Cr vs QoQ Rs. 13.2 Cr, YoY Rs. -30.9 Cr
Quarter EPS is Rs. -1.1
Share is trading at P/E of 24.4x FY22E EPS

*BAJAJ ELECTRICALS LTD.* | *CMP* Rs. 1038 | *M Cap* Rs. 11899 Cr | *52 W H/L* 1225/412
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 852.8 Cr (-32% QoQ, 40.3% YoY) vs expectation of Rs. 812.2 Cr, QoQ Rs. 1254.5 Cr, YoY Rs. 607.7 Cr
EBIDTA came at Rs. 7.1 Cr (-90% QoQ, -134.4% YoY) vs expectation of Rs. 34.2 Cr, QoQ Rs. 71.6 Cr, YoY Rs. -20.8 Cr
EBITDA Margin came at 0.8% vs expectation of 4.2%, QoQ 5.7%, YoY -3.4%
Adj. PAT came at Rs. -6.4 Cr vs expectation of Rs. 17.4 Cr, QoQ Rs. 59 Cr, YoY Rs. -41.9 Cr
Quarter EPS is Rs. -0.6
Share is trading at P/E of 44.4x FY22E EPS

*JBM Auto Ltd.* | *CMP* Rs. 484 | *M Cap* Rs. 2290 Cr | *52 W H/L* 535/205
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 546.8 Cr (-26.6% QoQ, 323.6% YoY) vs QoQ Rs. 744.9 Cr, YoY Rs. 129.1 Cr
EBIDTA came at Rs. 56.4 Cr (-33% QoQ, -811.9% YoY) vs QoQ Rs. 84.2 Cr, YoY Rs. -7.9 Cr
EBITDA Margin came at 10.3% vs QoQ 11.3%, YoY -6.1%
Adj. PAT came at Rs. 12.2 Cr vs QoQ Rs. 32.7 Cr, YoY Rs. -25.9 Cr
Quarter EPS is Rs. 2.6
Share is trading at P/E of 26.2x TTM EPS

*ISGEC Heavy Engineering Ltd.* | *CMP* Rs. 736 | *M Cap* Rs. 5412 Cr | *52 W H/L* 878/217
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1128.4 Cr (-30.2% QoQ, 7.6% YoY) vs QoQ Rs. 1617.7 Cr, YoY Rs. 1048.9 Cr
EBIDTA came at Rs. 48.2 Cr (-60.4% QoQ, -31.5% YoY) vs QoQ Rs. 121.6 Cr, YoY Rs. 70.3 Cr
EBITDA Margin came at 4.3% vs QoQ 7.5%, YoY 6.7%
Adj. PAT came at Rs. 13.6 Cr vs QoQ Rs. 63.4 Cr, YoY Rs. 41.7 Cr
Quarter EPS is Rs. 1.9
Share is trading at P/E of 24.6x TTM EPS

*Garware Technical Fibres Ltd.* | *CMP* Rs. 3300 | *M Cap* Rs. 6804 Cr | *52 W H/L* 3645/1632
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 243.1 Cr (-27.5% QoQ, 59.5% YoY) vs QoQ Rs. 335.4 Cr, YoY Rs. 152.4 Cr
EBIDTA came at Rs. 42.9 Cr (-39.5% QoQ, 139.9% YoY) vs QoQ Rs. 70.9 Cr, YoY Rs. 17.9 Cr
EBITDA Margin came at 17.7% vs QoQ 21.2%, YoY 11.7%
Adj. PAT came at Rs. 31.9 Cr vs QoQ Rs. 53.2 Cr, YoY Rs. 17.7 Cr
Quarter EPS is Rs. 15.5
Share is trading at P/E of 39.4x TTM EPS

JSPL Q1FY22 Concall Update
Outlook – Neutral
*company will not be having benefit of lower Iron ore cost old stock and higher coking coal cost will have impact on margin going forward.*
• Revenue was down by 2% QoQ due to 16% QoQ decline in sales volume facing port congestion and inventory build-up.
• EBITDA was also down 7% QoQ as volume decline was only partly offset by improvement in EBITDA/T.
• Inventory build-up due to unavailability of vessel for export and it may take 3-4 months to clear.
• The company took advantage of higher realisation from export in view of muted demand in India.
• As per management, net debt would be Rs 8000 cr by the end of FY22.
• FY22 capex target of Rs 2500 cr and capex of around Rs 18000 cr till FY27 as the company is in its Phase 2 expansion.
• The management looks to define downstream flat products expansion plan beyond Hot Strip Mill by FY23-FY24.
• For Australia coal mine, the management targets production of 1.2-1.5 mnt in CY22 and 2.0 mnt in CY23.
• On PLI scheme, the management are in initial discussion with foreign partners.
• Share is trading at EV/EBITDA of 4.35x FY23E EBITDA