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Motherson Sumi

CITI: Sell, TP Rs 215

MS: OW, TP Rs 268


Jefferies on Zomato maintain buy with Tgt price of 175

UBS on Zomato maintain buy with Tgt price of 165


Nomura on Lupin
Buy, TP Rs 1399


CITI on JSPL
Buy, TP raised to Rs 640


Mac on siemens maintain UP with Tgt price of 1520


Jp Morgan on Coal india maintain OW with Tgt price of 200


Clsa on Max financial maintain buy with Tgt price of 1350


Clsa on Powergrid maintain buy with Tgt price of 206


Ms on Titan maintain EW with Tgt price of 1358


Clsa on BEL maintain buy with Tgt price of 205


GS on Radico Khaitan maintain buy with Tgt price of 1144
Dear All,

Nirmal Bang is inviting you to a Zoom webinar.
When: Aug 12, 2021 08:45 AM India
Topic: Morning Market Update

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_-bC6tI5GSESL5nWEpmEO7g


After registering, you will receive a confirmation email containing information about joining the webinar.
*The India Cements Ltd. – S* | *CMP* Rs. 176 | *M Cap* Rs. 5462 Cr | *52 W H/L* 211/107
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 1022.5 Cr (-29.5% QoQ, 35.1% YoY) vs expectation of Rs. 1126.5 Cr, QoQ Rs. 1449.6 Cr, YoY Rs. 757 Cr
EBIDTA came at Rs. 162 Cr (-19.2% QoQ, 4% YoY) vs expectation of Rs. 193 Cr, QoQ Rs. 200.5 Cr, YoY Rs. 155.7 Cr
EBITDA Margin came at 15.8% vs expectation of 17.1%, QoQ 13.8%, YoY 20.6%
Adj. PAT came at Rs. 37.4 Cr vs expectation of Rs. 46.5 Cr, QoQ Rs. 71.6 Cr, YoY Rs. 17 Cr
Quarter EPS is Rs. 1.2
Share is trading at EV/EBITDA of 8.37x FY23E EBITDA
*Marksans Pharma Ltd.* | *CMP* Rs. 73 | *M Cap* Rs. 2988 Cr | *52 W H/L* 98/42
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 349 Cr (5.7% QoQ, 5.4% YoY) vs QoQ Rs. 330.2 Cr, YoY Rs. 331.2 Cr
EBIDTA came at Rs. 77.3 Cr (-18.9% QoQ, 10.5% YoY) vs QoQ Rs. 95.4 Cr, YoY Rs. 70 Cr
EBITDA Margin came at 22.2% vs QoQ 28.9%, YoY 21.1%
Adj. PAT came at Rs. 62.6 Cr vs QoQ Rs. 79.5 Cr, YoY Rs. 49.4 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 12.4x FY22E EPS
*Ambika Cotton Mills Ltd.* | *CMP* Rs. 1439 | *M Cap* Rs. 824 Cr | *52 W H/L* 1733/603
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 187.5 Cr (-4.3% QoQ, 89.1% YoY) vs QoQ Rs. 195.9 Cr, YoY Rs. 99.2 Cr
EBIDTA came at Rs. 56.3 Cr (16.8% QoQ, 274.9% YoY) vs QoQ Rs. 48.2 Cr, YoY Rs. 15 Cr
EBITDA Margin came at 30% vs QoQ 24.6%, YoY 15.2%
Adj. PAT came at Rs. 35.8 Cr vs QoQ Rs. 29 Cr, YoY Rs. 5 Cr
Quarter EPS is Rs. 62.6
Share is trading at P/E of 8.3x TTM EPS
*CADILA HEALTHCARE LTD.* | *CMP* Rs. 564 | *M Cap* Rs. 57739 Cr | *52 W H/L* 674/354
(Nirmal Bang Retail Research)
*Result marginally ahead of expectation*
Revenue from Operations came at Rs. 4025.4 Cr (4.6% QoQ, 10.6% YoY) vs expectation of Rs. 3948.1 Cr, QoQ Rs. 3846.7 Cr, YoY Rs. 3639.9 Cr
EBIDTA came at Rs. 933 Cr (9.1% QoQ, 14.4% YoY) vs expectation of Rs. 884.4 Cr, QoQ Rs. 855.3 Cr, YoY Rs. 815.4 Cr
EBITDA Margin came at 23.2% vs expectation of 22.4%, QoQ 22.2%, YoY 22.4%
Adj. PAT came at Rs. 564.8 Cr vs expectation of Rs. 551.1 Cr, QoQ Rs. 752.1 Cr, YoY Rs. 454 Cr
Quarter EPS is Rs. 5.5
Share is trading at P/E of 25.6x FY22E EPS
*Pidilite Industries Ltd.* | *CMP* Rs. 2201 | *M Cap* Rs. 111845 Cr | *52 W H/L* 2335/1307
(Nirmal Bang Retail Research)
*Result is marginally above expectations*
Revenue from Operations came at Rs. 1936.8 Cr (-13.4% QoQ, 120.6% YoY) vs expectation of Rs. 1840.3 Cr, QoQ Rs. 2235.5 Cr, YoY Rs. 877.8 Cr
EBIDTA came at Rs. 347.6 Cr (-24.6% QoQ, 423.7% YoY) vs expectation of Rs. 315.6 Cr, QoQ Rs. 460.8 Cr, YoY Rs. 66.4 Cr
EBITDA Margin came at 17.9% vs expectation of 17.1%, QoQ 20.6%, YoY 7.6%
Adj. PAT came at Rs. 220.1 Cr vs expectation of Rs. 226.3 Cr, QoQ Rs. 309.8 Cr, YoY Rs. 26.8 Cr
Quarter EPS is Rs. 4.3
Share is trading at P/E of 83.3x FY22E EPS
*NESCO LTD.* | *CMP* Rs. 569 | *M Cap* Rs. 4009 Cr | *52 W H/L* 697/429
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 72.7 Cr (-3.2% QoQ, 4.8% YoY) vs QoQ Rs. 75.1 Cr, YoY Rs. 69.3 Cr
EBIDTA came at Rs. 45.8 Cr (-3.7% QoQ, -7.9% YoY) vs QoQ Rs. 47.5 Cr, YoY Rs. 49.7 Cr
EBITDA Margin came at 63% vs QoQ 63.3%, YoY 71.6%
Adj. PAT came at Rs. 42.4 Cr vs QoQ Rs. 39.7 Cr, YoY Rs. 51.3 Cr
Quarter EPS is Rs. 6
Share is trading at P/E of 21.8x FY22E EPS
Correction *Cadila Healthcare Ltd.* | *CMP* Rs. 565 | *M Cap* Rs. 57841 Cr | *52 W H/L* 674/358
(Nirmal Bang Retail Research)
*Result is marginally above expectations*
Revenue from Operations came at Rs. 4025.4 Cr (9% QoQ, 14.5% YoY) vs expectation of Rs. 3948.1 Cr, QoQ Rs. 3692.3 Cr, YoY Rs. 3514.6 Cr
EBIDTA came at Rs. 933 Cr (15.9% QoQ, 18% YoY) vs expectation of Rs. 884.4 Cr, QoQ Rs. 805.3 Cr, YoY Rs. 790.5 Cr
EBITDA Margin came at 23.2% vs expectation of 22.4%, QoQ 21.8%, YoY 22.5%
Adj. PAT came at Rs. 587.2 Cr vs expectation of Rs. 551.1 Cr, QoQ Rs. 752.1 Cr, YoY Rs. 454 Cr
Quarter EPS is Rs. 5.7
Share is trading at P/E of 25.7x FY22E EPS
Forwarded from Market Wizard Private
Total bot 13.4k Gujapollo at avg of 229
VEDL 324.9❤️

89.65 TO 324.9 ✈️✈️✈️
*Novartis India Ltd.* | *CMP* Rs. 866 | *M Cap* Rs. 2138 Cr | *52 W H/L* 1099/530
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 98.1 Cr (-1.2% QoQ, 6.1% YoY) vs QoQ Rs. 99.3 Cr, YoY Rs. 92.5 Cr
EBIDTA came at Rs. 7.8 Cr (-48.7% QoQ, 87.1% YoY) vs QoQ Rs. 15.3 Cr, YoY Rs. 4.2 Cr
EBITDA Margin came at 8% vs QoQ 15.4%, YoY 4.5%
Adj. PAT came at Rs. 6.3 Cr vs QoQ Rs. 9.7 Cr, YoY Rs. 4.4 Cr
Quarter EPS is Rs. 2.5
Share is trading at P/E of 93.8x TTM EPS
*KITEX GARMENTS LTD.* | *CMP* Rs. 163 | *M Cap* Rs. 1084 Cr | *52 W H/L* 224/91
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 153.8 Cr (37.7% QoQ, 71.6% YoY) vs QoQ Rs. 111.7 Cr, YoY Rs. 89.6 Cr
EBIDTA came at Rs. 28.2 Cr (54.5% QoQ, 29.1% YoY) vs QoQ Rs. 18.3 Cr, YoY Rs. 21.9 Cr
EBITDA Margin came at 18.4% vs QoQ 16.4%, YoY 24.4%
Adj. PAT came at Rs. 20.5 Cr vs QoQ Rs. 8.3 Cr, YoY Rs. 12.7 Cr
Quarter EPS is Rs. 3.1
Share is trading at P/E of 17.4x TTM EPS
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Market Wizard pinned Deleted message
*POWER GRID 1Q NET INCOME 60.9B RUPEES, EST. 31B
*POWER GRID 1Q REV. 97.8B RUPEES, EST. 96.30B
*POWER GRID 1Q OTHER INCOME 5.09B RUPEES, -19% Y/Y

*PRESTIGE ESTATES 1Q NET INCOME 573M RUPEES
*PRESTIGE ESTATES 1Q REV. 14.2B RUPEES, +12% Y/Y
*PRESTIGE ESTATES 1Q FINANCE COST 1.32B RUPEES, -47% Y/Y
*PRESTIGE ESTATES APPROVES UP TO INR10B BONDS ISSUE
*PRESTIGE ESTATES DIV/SHR 1.50 RUPEES*

*IRB INFRA 1Q NET INCOME 719.1M RUPEES, EST. 224.8M
*IRB INFRA 1Q REV. 16.3B RUPEES, EST. 12.39B
*IRB INFRA 1Q EBITDA 7.45B RUPEES, EST. 5.41B

*GODREJ AGROVET 1Q NET INCOME 1.06B RUPEES, EST. 1.15B
*GODREJ AGROVET 1Q REV. 19.9B RUPEES, EST. 18.50B

*KRISHNA INST (KIMS Q1)
PAT Rs.891.3M vs Rs.111.3M (YoY); 578M (QoQ)
Revenue Rs.4.73B vs Rs.2.01B (YoY); 3.59B (QoQ)

*GUJARAT Alkalies Q1
PAT Rs.631.2M vs Rs.318M YoY
Revnue Rs.7.16B vs Rs.4.7B YoY

*India Glycols Q1
PAT Rs.2.11B vs Rs.43M (YoY)
Revenue Rs.16.52B vs Rs.8.16B (YoY)

*UJJIVAN SMALL FINANCE RESTRUCTURED BOOK AT INR7.69B ON JUNE 30
*UJJIVAN SMALL FINANCE BANK MICROBANKING GNPA 11.6% AS OF JUNE
*UJJIVAN SMALL FINANCE PROVISIONS ON BOOK INR11.49B AS OF JUNE

*PRICOL Q1:
PAT Rs.59.4M vs Loss Rs.309M (YoY)
Revenue Rs.3.06B vs Rs.1.06B YoY; 4.3B (QoQ)

*CAPACITE INFRAPROJECTS ORDERBOOK AT INR88.71B AT JUNE 30
M&M Q1 First Cut – Ebitda and Ebitda margin above expectation

· Net profit Rs934cr - expectation Rs835cr

· Exceptional loss Rs78.46cr,

· Ebitda Rs1631.6cr – expectation Rs1550.6cr

· Ebitda margin 13.9% vs 10.3% - expectation 12.9%

· Income Rs11763cr – expectation Rs12003.5cr
GRAPHITE INDIA: Q1 CONS NET PROFIT 150 cr VS LOSS 78 cr (YOY);EST PROFIT 71 cr | PROFIT 64 cr (QOQ)

EST: 71 cr

GRAPHITE INDIA:Q1 EBITDA RUPEES 140 cr VS -131 cr (YOY); 78 cr (QOQ) ||

Q1 EBITDA MARGIN 23% VS -32.03% (YOY); 13.81%(QOQ)
#1QWithCNBCTV18 | Sandhar Tech (Consolidated, YoY)

🔸 Net profit at ₹2.22 cr Vs loss of ₹31.01 cr

🔸Revenue at ₹410.07 cr Vs ₹129.25 cr

🔸EBITDA at ₹31.06 cr Vs EBITDA loss of ₹12.79 cr