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Good Morning to all the dear members and my colleagues

In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.

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Mid Term Fundamental Pick

Buy NTC Ind at CMP of 77.5 - 79 and dips of 70
Sl 65
Targets:- 82 - 83.5 - 85 - 87 - 88+
Above 88 we can see 92 - 97 - 103 - 108+

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

Bse - 526723
Market Wizard
Mid Term Fundamental Pick Buy NTC Ind at CMP of 77.5 - 79 and dips of 70 Sl 65 Targets:- 82 - 83.5 - 85 - 87 - 88+ Above 88 we can see 92 - 97 - 103 - 108+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing. Bse…
Personally bot NTC Ind at 78. Quality Fundamental Stock. Mid Term and delivery players can buy for Targets of 100+. No one can give more be so transparent and honest as we are. Le lena badme bolna maat bola nai tha ❤️
Strict Warning ⚠️

Guys please don't call for basic queries and trade management. If you can't manage your risk, better don't trade. Calling again and again won't help. Any members found calling any of admins will be removed now without intimation. 6 calls in span of 5 mins is heights of stupidity.

Strict Warning ⚠️
Forwarded from Market Wizard Private
Added more 10k at 77.5 - 78.1
NTC IND ❤️
BHARTI AIRTEL: CO AND JIO CONCLUDE SPECTRUM TRADING AGREEMENT II CO HAS RECEIVED RS. 1004.8 CRORES (NET OF TAX) FROM JIO FOR THE PROPOSED TRANSFER. IN ADDITION, JIO WILL ASSUME FUTURE LIABILITIES OF RS. 469.3 CRORES RELATING TO THE SPECTRUM
INDIA PM MODI: INDIA AUTO SCRAPPAGE POLICY TO BRING RUPEES 100B INVESTMENT
BPCL ANNOUNCED 58 RS DIVIDEND PER SHARE
BPCL ANNOUNCED 58 RS DIVIDEND PER SHARE EX DATE 16 SEP 2021
*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


*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

*Hindustan Construction Company Ltd.* | *CMP* Rs. 10 | *M Cap* Rs. 1540 Cr | *52 W H/L* 16/5
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 2453.9 Cr (4.2% QoQ, 46.4% YoY) vs QoQ Rs. 2354.2 Cr, YoY Rs. 1675.9 Cr
EBIDTA came at Rs. 158.4 Cr (60.8% QoQ, -363.8% YoY) vs QoQ Rs. 98.5 Cr, YoY Rs. -60.1 Cr
EBITDA Margin came at 6.5% vs QoQ 4.2%, YoY -3.6%
Adj. PAT came at Rs. 180 Cr vs QoQ Rs. 104.5 Cr, YoY Rs. -166.9 Cr
Quarter EPS is Rs. 1.2
Share is trading at P/E of 141.4x TTM EPS

*RSWM Ltd.* | *CMP* Rs. 356 | *M Cap* Rs. 838 Cr | *52 W H/L* 439/69
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 741.9 Cr (-11.2% QoQ, 243.7% YoY) vs QoQ Rs. 835.6 Cr, YoY Rs. 215.8 Cr
EBIDTA came at Rs. 81.5 Cr (-26.8% QoQ, -263% YoY) vs QoQ Rs. 111.3 Cr, YoY Rs. -50 Cr
EBITDA Margin came at 11% vs QoQ 13.3%, YoY -23.2%
Adj. PAT came at Rs. 36.9 Cr vs QoQ Rs. 71.4 Cr, YoY Rs. -66.1 Cr
Quarter EPS is Rs. 15.7
Share is trading at P/E of 6.8x TTM EPS

*Schneider Electric Infrastructure Ltd.* | *CMP* Rs. 126 | *M Cap* Rs. 3006 Cr | *52 W H/L* 147/68
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 288.2 Cr (16.6% QoQ, 38.5% YoY) vs QoQ Rs. 247.2 Cr, YoY Rs. 208 Cr
EBIDTA came at Rs. -1.9 Cr (-61% QoQ, -85% YoY) vs QoQ Rs. -4.9 Cr, YoY Rs. -12.7 Cr
EBITDA Margin came at -0.7% vs QoQ -2%, YoY -6.1%
Adj. PAT came at Rs. 16.1 Cr vs QoQ Rs. -10.6 Cr, YoY Rs. -29.4 Cr
Quarter EPS is Rs. 0.7
Share is trading at P/E of 54.6x TTM EPS

*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
*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
*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
*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
Market Wizard
Bot 5.4k TD Power. Huge buying seen
TD POWER 224.5 UC LOCKED 🔐❤️❤️