Short Term Bumper Aggressive Call
Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28
Sl 26
Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+
Above 42 we can see 46 - 50+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing
Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28
Sl 26
Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+
Above 42 we can see 46 - 50+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing
Market Wizard
Short Term Bumper Aggressive Call Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28 Sl 26 Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+ Above 42 we can see 46 - 50+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
Personally bot at 31 also. Byke
Market Wizard
Short Term Bumper Aggressive Call Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28 Sl 26 Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+ Above 42 we can see 46 - 50+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
BYKE UC LOCKED IN NSE
SHARES ARE STILL AVAILABLE IN BSE. DONT MISS
SHARES ARE STILL AVAILABLE IN BSE. DONT MISS
Market Wizard
Short Term Bumper Aggressive Call Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28 Sl 26 Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+ Above 42 we can see 46 - 50+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
Bot 25.5k Byke at avg of 31.03. Don't miss ❤️😍
Market Wizard
Short Term Bumper Aggressive Call Buy BYKE at CMP of 30.7 - 31.1 (UC Levels) and dips till 28 Sl 26 Targets:- 33 - 34.5 - 36 - 38 - 40 - 42+ Above 42 we can see 46 - 50+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
Added more Byke Aggressively..total holding 36.6k shares.
Market Wizard
ADDED MORE CHEMBOND AT 239 - 239.8 - 240.4 ADDING AGGRESSIVELY ✈️✈️✈️
CHEMBOND 251❤️❤️
ZOOMING
ZOOMING
Market Wizard
Super Duper Mid Term Aggressive Call Buy Chembond at CMP of 239.5 - 241 Add more till 229 Sl 216 Targets:- 245 - 248 - 251 - 254 - 258+ Above 258 we can see 270 - 285 - 300 - 333+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor…
CHEMBOND 252 ❤️❤️
BOLNA MAAT BOLA NAI THA
BOLNA MAAT BOLA NAI THA
*Aurobindo – Q1FY22 Concall Update – Nirmal Bang Sec.*
*Outlook – Neutral*
The stock is trading at 13.7x FY22E consensus earnings
• Margins impacted due to lower exports benefits and continued investments in R&D 180cr
• Purchased 9 OTC, 6 ANDAs – expect revenues of $30-35mn in 1st 12 months from OTC products
• Cronus Pharma Acquisition – formed in 2015-16
o Including US subsidiary CY20 - $13mn, 6.5mn YTD
o Filing done for 32 products, marketed 6 products
o See lot of synergies, Aurobindo would have managerial control
o 40 products are injectables out of 67 product pipelines (have addressable market share $2bn)
o From end of FY23, whole manufacturing would start contributing
o No shareholder approval required for this acquisition
o It has debt of ~Rs 165 cr
• Global injectable business $102mn
• Saw price erosions – high single digit – higher than the normal – can offset this by higher volumes and new launches
• USFDA concluded inspection of Unit 1 yesterday with 7 procedural observations
*Outlook – Neutral*
The stock is trading at 13.7x FY22E consensus earnings
• Margins impacted due to lower exports benefits and continued investments in R&D 180cr
• Purchased 9 OTC, 6 ANDAs – expect revenues of $30-35mn in 1st 12 months from OTC products
• Cronus Pharma Acquisition – formed in 2015-16
o Including US subsidiary CY20 - $13mn, 6.5mn YTD
o Filing done for 32 products, marketed 6 products
o See lot of synergies, Aurobindo would have managerial control
o 40 products are injectables out of 67 product pipelines (have addressable market share $2bn)
o From end of FY23, whole manufacturing would start contributing
o No shareholder approval required for this acquisition
o It has debt of ~Rs 165 cr
• Global injectable business $102mn
• Saw price erosions – high single digit – higher than the normal – can offset this by higher volumes and new launches
• USFDA concluded inspection of Unit 1 yesterday with 7 procedural observations
Market Wizard
Super Duper Mid Term Aggressive Call Buy Chembond at CMP of 239.5 - 241 Add more till 229 Sl 216 Targets:- 245 - 248 - 251 - 254 - 258+ Above 258 we can see 270 - 285 - 300 - 333+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor…
CHEMBOND 253.7 ❤️❤️
FIRING 🔥 ON ALL CYCLINDERS 🛢
FIRING 🔥 ON ALL CYCLINDERS 🛢
*GR Infraprojects Ltd.* | *CMP* Rs. 1661 | *M Cap* Rs. 16060 Cr | *52 W H/L* 1839/1550
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 2133.2 Cr (-18.8% QoQ, 73.2% YoY) vs QoQ Rs. 2628.4 Cr, YoY Rs. 1231.8 Cr
EBIDTA came at Rs. 345.4 Cr (-15.5% QoQ, 123.8% YoY) vs QoQ Rs. 408.9 Cr, YoY Rs. 154.4 Cr
EBITDA Margin came at 16.2% vs QoQ 15.6%, YoY 12.5%
Adj. PAT came at Rs. 203.6 Cr vs QoQ Rs. 247.3 Cr, YoY Rs. 71 Cr
Quarter EPS is Rs. 21.1
Share is trading at P/E of 18.4x FY22E EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 2133.2 Cr (-18.8% QoQ, 73.2% YoY) vs QoQ Rs. 2628.4 Cr, YoY Rs. 1231.8 Cr
EBIDTA came at Rs. 345.4 Cr (-15.5% QoQ, 123.8% YoY) vs QoQ Rs. 408.9 Cr, YoY Rs. 154.4 Cr
EBITDA Margin came at 16.2% vs QoQ 15.6%, YoY 12.5%
Adj. PAT came at Rs. 203.6 Cr vs QoQ Rs. 247.3 Cr, YoY Rs. 71 Cr
Quarter EPS is Rs. 21.1
Share is trading at P/E of 18.4x FY22E EPS
*Cheviot Company Ltd.* | *CMP* Rs. 1452 | *M Cap* Rs. 939 Cr | *52 W H/L* 1856/499
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 123.5 Cr (-21.3% QoQ, 399.8% YoY) vs QoQ Rs. 156.9 Cr, YoY Rs. 24.7 Cr
EBIDTA came at Rs. 20.8 Cr (-15.6% QoQ, 747.3% YoY) vs QoQ Rs. 24.6 Cr, YoY Rs. 2.5 Cr
EBITDA Margin came at 16.8% vs QoQ 15.7%, YoY 9.9%
Adj. PAT came at Rs. 22.2 Cr vs QoQ Rs. 25.7 Cr, YoY Rs. 12.4 Cr
Quarter EPS is Rs. 34.3
Share is trading at P/E of 11x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 123.5 Cr (-21.3% QoQ, 399.8% YoY) vs QoQ Rs. 156.9 Cr, YoY Rs. 24.7 Cr
EBIDTA came at Rs. 20.8 Cr (-15.6% QoQ, 747.3% YoY) vs QoQ Rs. 24.6 Cr, YoY Rs. 2.5 Cr
EBITDA Margin came at 16.8% vs QoQ 15.7%, YoY 9.9%
Adj. PAT came at Rs. 22.2 Cr vs QoQ Rs. 25.7 Cr, YoY Rs. 12.4 Cr
Quarter EPS is Rs. 34.3
Share is trading at P/E of 11x TTM EPS
*KNR CONSTRUCTIONS LTD.* | *CMP* Rs. 287 | *M Cap* Rs. 8060 Cr | *52 W H/L* 286.6/100
(Nirmal Bang Retail Research)
*Result ahead of Expectation*
Revenue from Operations came at Rs. 740 Cr (-20.9% QoQ, 54.4% YoY) vs expectation of Rs. 605.5 Cr, QoQ Rs. 935.8 Cr, YoY Rs. 479.4 Cr
EBIDTA came at Rs. 143.3 Cr (-21.3% QoQ, 51.9% YoY) vs expectation of Rs. 111 Cr, QoQ Rs. 182.2 Cr, YoY Rs. 94.3 Cr
EBITDA Margin came at 19.4% vs expectation of 18.3%, QoQ 19.5%, YoY 19.7%
Adj. PAT came at Rs. 73 Cr vs expectation of Rs. 57.4 Cr, QoQ Rs. 77 Cr, YoY Rs. 39.8 Cr
Quarter EPS is Rs. 2.6
Share is trading at P/E of 19x FY22E EPS
(Nirmal Bang Retail Research)
*Result ahead of Expectation*
Revenue from Operations came at Rs. 740 Cr (-20.9% QoQ, 54.4% YoY) vs expectation of Rs. 605.5 Cr, QoQ Rs. 935.8 Cr, YoY Rs. 479.4 Cr
EBIDTA came at Rs. 143.3 Cr (-21.3% QoQ, 51.9% YoY) vs expectation of Rs. 111 Cr, QoQ Rs. 182.2 Cr, YoY Rs. 94.3 Cr
EBITDA Margin came at 19.4% vs expectation of 18.3%, QoQ 19.5%, YoY 19.7%
Adj. PAT came at Rs. 73 Cr vs expectation of Rs. 57.4 Cr, QoQ Rs. 77 Cr, YoY Rs. 39.8 Cr
Quarter EPS is Rs. 2.6
Share is trading at P/E of 19x FY22E EPS