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To avail the paid services of our group , everyone needs to do the following set of activities :
1) Everyone needs to fill in the Google Forms with the correct and accueate details.The form needs to be read carefully and then give upon your consent.
2)Pay us the fees of Rs.1500 each month either through Google Pay or Bank Transfers(details of payment are attached in the Google Form)
3) Upon completion of payment , take a screenshot of the acknowledgement and send it to us.It can be sent to the admin on the following numbers on the WhatsApp or Telegram :
Jimit Parekh Sir : +91 9821722433
Darpan Solanki Sir : +91 9924832776
Divesh Jain Sir: +91 9870736813
Along with the screenshot pls give us your NAME & Mobile Number to confirm with our Google Form Records.
PLS NOTE : STRICTLY ONLY MESSAGES , NO CALLS ON THE GIVEN NUMBERS.
https://docs.google.com/forms/d/e/1FAIpQLSed5g8JiIGlttu3IUlkJwnCdEMzv-1Z_hr3ylfU55pepmCb6A/viewform?usp=sf_link
Google Docs
MARKET WIZARD PREMIUM
🔴Rules & Disclaimers
📢PLS READ IT VERY CAREFULLY BEFORE AGREEING
1️⃣No phone calls or personal message to the admins.
2️⃣No chit-chat shall be entertained in the group.
3️⃣No sure shot on any views.
4️⃣Profit / loss not guaranteed.
5️⃣Those who want…
📢PLS READ IT VERY CAREFULLY BEFORE AGREEING
1️⃣No phone calls or personal message to the admins.
2️⃣No chit-chat shall be entertained in the group.
3️⃣No sure shot on any views.
4️⃣Profit / loss not guaranteed.
5️⃣Those who want…
Important Announcement 📢
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⏩GOOGLE PAY
MARKET WIZARD Mobile No - 9820456934
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SATISH KANTILAL SHETH
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Anyone paying on Old Payment Details will not be considered. Take Note for the same.
Payment Details of Market Wizard has changed. Please take note of New Payment Details.
⏩GOOGLE PAY
MARKET WIZARD Mobile No - 9820456934
⏩BANK TRANSFER
SATISH KANTILAL SHETH
ACC No - 54000371858
IFSC Code - SBIN0000552
Branch - CHINCHOLI MALAD (W)
⏩ UPI ID - marketwizard1234@okaxis
Anyone paying on Old Payment Details will not be considered. Take Note for the same.
*GMM Pfaudler Q1FY22 Concall Update*
(Nirmal Bang Securities)
*Strong growth visibility continues*
*Outlook: Positive*
• Total order inflows improved 58% YoY to Rs. 808 Cr. India inflows came at Rs. 290 Cr (+119% YoY). International inflows came at Rs. 518 Cr (+37% YoY). There was good inflow in Mavag for which co will have to expand capacity. Also, over Rs. 100 Cr orders came from L&T for heavy engineering.
• Total order book increased 39% to Rs. 1703 Cr. India order book stands at Rs. 501 Cr (+60% YoY). International order book stands at Rs. 1202 Cr (+31% YoY).
• Co’s previous revenue target of Rs 2800 cr and EBITDA margin of 16% by FY24E would stand revised upwards post acquisition of HDO Technologies last qtr. Co will share the revised guidance after a couple of qtrs.
• Acquisition of HDO Technologies in Q4FY21: Topline of 400 cr is possible in 3-5 years with some capex.
• Underlying tailwinds in domestic business remains intact for chemical and pharma clients.
• Co is adding 2 furnaces in Hyderabad & Karamsad which shall improve output.
• The new Watva facility will be used to manufacture heavy engineering equipment.
• Total net debt is at USD 43 mn or Rs. 318 Cr. Net debt in Pfaudler International is Rs. 148 Cr and in Standalone is Rs. 170 Cr.
• Conso tax rate will be at 25.7% in future.
• Q1FY22 consolidated PAT came at Rs. 32.2 Cr while EPS came at Rs. 22.0. Adjusting for normalised tax rate, PAT would be at Rs. 38.7 Cr with EPS of Rs. 26.5.
• We expect the consolidated EPS for FY22/23 to be Rs. 119/148.
Stock is trading at P/E of 31.5x FY23E EPS
(Nirmal Bang Securities)
*Strong growth visibility continues*
*Outlook: Positive*
• Total order inflows improved 58% YoY to Rs. 808 Cr. India inflows came at Rs. 290 Cr (+119% YoY). International inflows came at Rs. 518 Cr (+37% YoY). There was good inflow in Mavag for which co will have to expand capacity. Also, over Rs. 100 Cr orders came from L&T for heavy engineering.
• Total order book increased 39% to Rs. 1703 Cr. India order book stands at Rs. 501 Cr (+60% YoY). International order book stands at Rs. 1202 Cr (+31% YoY).
• Co’s previous revenue target of Rs 2800 cr and EBITDA margin of 16% by FY24E would stand revised upwards post acquisition of HDO Technologies last qtr. Co will share the revised guidance after a couple of qtrs.
• Acquisition of HDO Technologies in Q4FY21: Topline of 400 cr is possible in 3-5 years with some capex.
• Underlying tailwinds in domestic business remains intact for chemical and pharma clients.
• Co is adding 2 furnaces in Hyderabad & Karamsad which shall improve output.
• The new Watva facility will be used to manufacture heavy engineering equipment.
• Total net debt is at USD 43 mn or Rs. 318 Cr. Net debt in Pfaudler International is Rs. 148 Cr and in Standalone is Rs. 170 Cr.
• Conso tax rate will be at 25.7% in future.
• Q1FY22 consolidated PAT came at Rs. 32.2 Cr while EPS came at Rs. 22.0. Adjusting for normalised tax rate, PAT would be at Rs. 38.7 Cr with EPS of Rs. 26.5.
• We expect the consolidated EPS for FY22/23 to be Rs. 119/148.
Stock is trading at P/E of 31.5x FY23E EPS
*GMM Pfaudler Ltd. (Standalone/India)* | *CMP* Rs. 4680 | *M Cap* Rs. 6841 Cr | *52 W H/L* 6914/3316
(Nirmal Bang Retail Research)
*Result is ok*
Order inflow came at Rs. 291 Cr (+119% YoY)
Order book stands at Rs. 501 Cr (+60% YoY)
Revenue came at Rs. 171.4 Cr (-9.8% QoQ, 30.9% YoY) vs QoQ Rs. 190 Cr, YoY Rs. 130.9 Cr
EBIDTA came at Rs. 43.7 Cr (-16.4% QoQ, 80.1% YoY) vs QoQ Rs. 52.3 Cr, YoY Rs. 24.3 Cr
EBITDA Margin came at 25.5% vs QoQ 27.5%, YoY 18.6%
Adj. PAT came at Rs. 25.9 Cr vs QoQ Rs. 31.5 Cr, YoY Rs. 16.4 Cr
Quarter EPS is Rs. 17.7
*GMM Pfaudler Ltd. (International)*
Order inflow came at Rs. 518 Cr (+37% YoY)
Order book stands at Rs. 1202 Cr (+31% YoY)
Revenue came at Rs. 409 Cr (+23% YoY) vs YoY Rs. 333 Cr
EBITDA came at Rs. 40.6 Cr (+29% YoY) vs YoY Rs. 31.5 Cr
EBITDA Margin came at 9.9% vs YoY 9.5%
PBT for the qtr was at Rs. 18.1 Cr
PAT for the qtr was at Rs. 6.3 Cr
*Consolidated PAT came at Rs. 32.2 Cr; EPS came at Rs. 22.0; YoY & QoQ comparison of PAT & EPS is not possible due to lack of data*
Share is trading at P/E of 44.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ok*
Order inflow came at Rs. 291 Cr (+119% YoY)
Order book stands at Rs. 501 Cr (+60% YoY)
Revenue came at Rs. 171.4 Cr (-9.8% QoQ, 30.9% YoY) vs QoQ Rs. 190 Cr, YoY Rs. 130.9 Cr
EBIDTA came at Rs. 43.7 Cr (-16.4% QoQ, 80.1% YoY) vs QoQ Rs. 52.3 Cr, YoY Rs. 24.3 Cr
EBITDA Margin came at 25.5% vs QoQ 27.5%, YoY 18.6%
Adj. PAT came at Rs. 25.9 Cr vs QoQ Rs. 31.5 Cr, YoY Rs. 16.4 Cr
Quarter EPS is Rs. 17.7
*GMM Pfaudler Ltd. (International)*
Order inflow came at Rs. 518 Cr (+37% YoY)
Order book stands at Rs. 1202 Cr (+31% YoY)
Revenue came at Rs. 409 Cr (+23% YoY) vs YoY Rs. 333 Cr
EBITDA came at Rs. 40.6 Cr (+29% YoY) vs YoY Rs. 31.5 Cr
EBITDA Margin came at 9.9% vs YoY 9.5%
PBT for the qtr was at Rs. 18.1 Cr
PAT for the qtr was at Rs. 6.3 Cr
*Consolidated PAT came at Rs. 32.2 Cr; EPS came at Rs. 22.0; YoY & QoQ comparison of PAT & EPS is not possible due to lack of data*
Share is trading at P/E of 44.8x FY22E EPS
*Nucleus Software Exports Ltd.* | *CMP* Rs. 685 | *M Cap* Rs. 1989 Cr | *52 W H/L* 766/311
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 108.4 Cr (-12.7% QoQ, -15.5% YoY) vs QoQ Rs. 124.2 Cr, YoY Rs. 128.4 Cr
EBIDTA came at Rs. 1.7 Cr (-94.7% QoQ, -95.5% YoY) vs QoQ Rs. 31.8 Cr, YoY Rs. 37.3 Cr
EBITDA Margin came at 1.6% vs QoQ 25.6%, YoY 29.1%
Adj. PAT came at Rs. 6 Cr vs QoQ Rs. 27.4 Cr, YoY Rs. 36.3 Cr
Quarter EPS is Rs. 2.1
Share is trading at P/E of 22.7x TTM EPS
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 108.4 Cr (-12.7% QoQ, -15.5% YoY) vs QoQ Rs. 124.2 Cr, YoY Rs. 128.4 Cr
EBIDTA came at Rs. 1.7 Cr (-94.7% QoQ, -95.5% YoY) vs QoQ Rs. 31.8 Cr, YoY Rs. 37.3 Cr
EBITDA Margin came at 1.6% vs QoQ 25.6%, YoY 29.1%
Adj. PAT came at Rs. 6 Cr vs QoQ Rs. 27.4 Cr, YoY Rs. 36.3 Cr
Quarter EPS is Rs. 2.1
Share is trading at P/E of 22.7x TTM EPS
*Indostar Capital Finance Ltd. - C* | *CMP* Rs. 342 | *M Cap* Rs. 4233 Cr | *52 W H/L* 424/238
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 126.1 Cr vs YoY Rs. 149.1 Cr, QoQ Rs. 119.1 Cr
PBP came at Rs. 33 Cr vs YoY Rs. 73.8 Cr, QoQ Rs. 38.3 Cr
Provision came at Rs. 82.3 Cr vs YoY Rs. 23.2 Cr, QoQ Rs. 383.8 Cr
PAT came at Rs. -36.9 Cr vs YoY Rs. 47.2 Cr, QoQ Rs. -317.1 Cr
AUM came at Rs. 7887.7 Cr vs YoY Rs. 9809.8 Cr, QoQ Rs. 8397.6 Cr
Gross NPA (%) came at 4.5% vs QoQ 4.4%
Net NPA (%) came at 2.2% vs QoQ 2.1%
Co has restructured loans worth Rs. 289 Cr (3.7%).
Co reported more than 100% collections during the quarter.
Quarter EPS is Rs. -3
Share is trading at P/E of 19.4x FY23E EPS & 1.2x trailing P/BV
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 126.1 Cr vs YoY Rs. 149.1 Cr, QoQ Rs. 119.1 Cr
PBP came at Rs. 33 Cr vs YoY Rs. 73.8 Cr, QoQ Rs. 38.3 Cr
Provision came at Rs. 82.3 Cr vs YoY Rs. 23.2 Cr, QoQ Rs. 383.8 Cr
PAT came at Rs. -36.9 Cr vs YoY Rs. 47.2 Cr, QoQ Rs. -317.1 Cr
AUM came at Rs. 7887.7 Cr vs YoY Rs. 9809.8 Cr, QoQ Rs. 8397.6 Cr
Gross NPA (%) came at 4.5% vs QoQ 4.4%
Net NPA (%) came at 2.2% vs QoQ 2.1%
Co has restructured loans worth Rs. 289 Cr (3.7%).
Co reported more than 100% collections during the quarter.
Quarter EPS is Rs. -3
Share is trading at P/E of 19.4x FY23E EPS & 1.2x trailing P/BV