*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
(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
*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
(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
(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
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…
Proof of NTC Ind 16.6k qty buying. ❤️😍
Market Wizard
Bot 5.4k TD Power. Huge buying seen
TD POWER 224.5 UC LOCKED 🔐❤️❤️
*Hindustan Aeronautics Ltd.* | *CMP* Rs. 1096 | *M Cap* Rs. 36649 Cr | *52 W H/L* 1424/658
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1615.8 Cr (-85% QoQ, -7% YoY) vs QoQ Rs. 10738.7 Cr, YoY Rs. 1736.7 Cr
EBIDTA came at Rs. 242.5 Cr (-91.1% QoQ, -36.9% YoY) vs QoQ Rs. 2726.7 Cr, YoY Rs. 384.4 Cr
EBITDA Margin came at 15% vs QoQ 25.4%, YoY 22.1%
Adj. PAT came at Rs. 194.7 Cr vs QoQ Rs. 1620.1 Cr, YoY Rs. 148.7 Cr
Quarter EPS is Rs. 5.8
Share is trading at P/E of 10.3x FY22E EPS
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1615.8 Cr (-85% QoQ, -7% YoY) vs QoQ Rs. 10738.7 Cr, YoY Rs. 1736.7 Cr
EBIDTA came at Rs. 242.5 Cr (-91.1% QoQ, -36.9% YoY) vs QoQ Rs. 2726.7 Cr, YoY Rs. 384.4 Cr
EBITDA Margin came at 15% vs QoQ 25.4%, YoY 22.1%
Adj. PAT came at Rs. 194.7 Cr vs QoQ Rs. 1620.1 Cr, YoY Rs. 148.7 Cr
Quarter EPS is Rs. 5.8
Share is trading at P/E of 10.3x FY22E EPS
*Ashok Leyland Q1FY22 Concall Update*
(Nirmal Bang Retail Research)
*Outlook: Positive*
• Total volumes for the co were at 17,390 (+356% YoY & -61% QoQ). Demand in South India has been weaker than North and hence co lost some market share in HCVs.
• Industry has seen 8 qtrs of degrowth prior to Q1.
• Demand in July & August has been good.
• Real estate and infra remain strong. Capacity created by change in axle load norms in 2018 has been absorbed.
• If the third wave is not severe, demand revival will remain strong. Co is bullish on growth going forward.
• Bus segment continued to pull down growth in MHCV segment. Only once schools and offices open will the demand for busses come back.
• Main negatives are on (i) steel price front, (ii) semiconductor shortage, but is being managed and (iii) increase in diesel prices.
• Once demand comes back, freight rates will adjust upwards.
• Businesses of LCV business, aftermarket and defence have better margins than MHCV and these 3 businesses have done better than MHCV.
• Demand for LCV is growing driven by Ecommerce and last mile connectivity.
• With Govt. giving emphasis on infra, it will have a multiplier effect in the long run. This will increase demand for Tippers and multi axle vehicles/tractor trailers.
• ICV accounts for 35% mix while Tippers are 28% mix.
Share is trading at FY22 P/E of 41x & EV/Sales of 2.5x FY22
(Nirmal Bang Retail Research)
*Outlook: Positive*
• Total volumes for the co were at 17,390 (+356% YoY & -61% QoQ). Demand in South India has been weaker than North and hence co lost some market share in HCVs.
• Industry has seen 8 qtrs of degrowth prior to Q1.
• Demand in July & August has been good.
• Real estate and infra remain strong. Capacity created by change in axle load norms in 2018 has been absorbed.
• If the third wave is not severe, demand revival will remain strong. Co is bullish on growth going forward.
• Bus segment continued to pull down growth in MHCV segment. Only once schools and offices open will the demand for busses come back.
• Main negatives are on (i) steel price front, (ii) semiconductor shortage, but is being managed and (iii) increase in diesel prices.
• Once demand comes back, freight rates will adjust upwards.
• Businesses of LCV business, aftermarket and defence have better margins than MHCV and these 3 businesses have done better than MHCV.
• Demand for LCV is growing driven by Ecommerce and last mile connectivity.
• With Govt. giving emphasis on infra, it will have a multiplier effect in the long run. This will increase demand for Tippers and multi axle vehicles/tractor trailers.
• ICV accounts for 35% mix while Tippers are 28% mix.
Share is trading at FY22 P/E of 41x & EV/Sales of 2.5x FY22
*Akzo Nobel India Ltd.* | *CMP* Rs. 2243 | *M Cap* Rs. 10215 Cr | *52 W H/L* 2530/1835
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 626.4 Cr (-19.8% QoQ, 142.3% YoY) vs QoQ Rs. 781.4 Cr, YoY Rs. 258.5 Cr
EBIDTA came at Rs. 90.5 Cr (-20.4% QoQ, -818% YoY) vs QoQ Rs. 113.8 Cr, YoY Rs. -12.6 Cr
EBITDA Margin came at 14.5% vs QoQ 14.6%, YoY -4.9%
Adj. PAT came at Rs. 75.9 Cr vs QoQ Rs. 74.3 Cr, YoY Rs. -20.3 Cr
Quarter EPS is Rs. 16.7
Share is trading at P/E of 33.6x TTM EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 626.4 Cr (-19.8% QoQ, 142.3% YoY) vs QoQ Rs. 781.4 Cr, YoY Rs. 258.5 Cr
EBIDTA came at Rs. 90.5 Cr (-20.4% QoQ, -818% YoY) vs QoQ Rs. 113.8 Cr, YoY Rs. -12.6 Cr
EBITDA Margin came at 14.5% vs QoQ 14.6%, YoY -4.9%
Adj. PAT came at Rs. 75.9 Cr vs QoQ Rs. 74.3 Cr, YoY Rs. -20.3 Cr
Quarter EPS is Rs. 16.7
Share is trading at P/E of 33.6x TTM EPS
*Gujarat Fluorochemicals Ltd.* | *CMP* Rs. 1754 | *M Cap* Rs. 19265 Cr | *52 W H/L* 1839/401
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 911.9 Cr (8.5% QoQ, 62.9% YoY) vs QoQ Rs. 840.3 Cr, YoY Rs. 560 Cr
EBIDTA came at Rs. 243.5 Cr (24.2% QoQ, 69.5% YoY) vs QoQ Rs. 196.1 Cr, YoY Rs. 143.6 Cr
EBITDA Margin came at 26.7% vs QoQ 23.3%, YoY 25.7%
Adj. PAT came at Rs. 153.8 Cr vs QoQ Rs. 112.8 Cr, YoY Rs. 69.9 Cr
Quarter EPS is Rs. 14
Share is trading at P/E of 40.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 911.9 Cr (8.5% QoQ, 62.9% YoY) vs QoQ Rs. 840.3 Cr, YoY Rs. 560 Cr
EBIDTA came at Rs. 243.5 Cr (24.2% QoQ, 69.5% YoY) vs QoQ Rs. 196.1 Cr, YoY Rs. 143.6 Cr
EBITDA Margin came at 26.7% vs QoQ 23.3%, YoY 25.7%
Adj. PAT came at Rs. 153.8 Cr vs QoQ Rs. 112.8 Cr, YoY Rs. 69.9 Cr
Quarter EPS is Rs. 14
Share is trading at P/E of 40.8x FY22E EPS
Reminder :- All ITC shareholders, company has paid Dividend declared in last qtr today. Please check you bank and confirm the same.
*Suven Pharmaceuticals Ltd.* | *CMP* Rs. 527 | *M Cap* Rs. 13416 Cr | *52 W H/L* 575/292
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 263.8 Cr (1.8% QoQ, 10.7% YoY) vs QoQ Rs. 259.2 Cr, YoY Rs. 238.2 Cr
EBIDTA came at Rs. 114.6 Cr (22.3% QoQ, 2.3% YoY) vs QoQ Rs. 93.7 Cr, YoY Rs. 112.1 Cr
EBITDA Margin came at 43.4% vs QoQ 36.2%, YoY 47%
Adj. PAT came at Rs. 105.1 Cr vs QoQ Rs. 83.1 Cr, YoY Rs. 91.5 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 32.1x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 263.8 Cr (1.8% QoQ, 10.7% YoY) vs QoQ Rs. 259.2 Cr, YoY Rs. 238.2 Cr
EBIDTA came at Rs. 114.6 Cr (22.3% QoQ, 2.3% YoY) vs QoQ Rs. 93.7 Cr, YoY Rs. 112.1 Cr
EBITDA Margin came at 43.4% vs QoQ 36.2%, YoY 47%
Adj. PAT came at Rs. 105.1 Cr vs QoQ Rs. 83.1 Cr, YoY Rs. 91.5 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 32.1x FY22E EPS
*MAWANA SUGARS LTD.* | *CMP* Rs. 86 | *M Cap* Rs. 336 Cr | *52 W H/L* 124/22
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 360.3 Cr (1.6% QoQ, -10% YoY) vs QoQ Rs. 354.8 Cr, YoY Rs. 400.4 Cr
EBIDTA came at Rs. 12.9 Cr (-84.3% QoQ, -14.3% YoY) vs QoQ Rs. 82.3 Cr, YoY Rs. 15.1 Cr
EBITDA Margin came at 3.6% vs QoQ 23.2%, YoY 3.8%
Adj. PAT came at Rs. 1.8 Cr vs QoQ Rs. 16.8 Cr, YoY Rs. -1.7 Cr
Quarter EPS is Rs. 0.5
Share is trading at 5.9x TTM EV/EBITDA
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 360.3 Cr (1.6% QoQ, -10% YoY) vs QoQ Rs. 354.8 Cr, YoY Rs. 400.4 Cr
EBIDTA came at Rs. 12.9 Cr (-84.3% QoQ, -14.3% YoY) vs QoQ Rs. 82.3 Cr, YoY Rs. 15.1 Cr
EBITDA Margin came at 3.6% vs QoQ 23.2%, YoY 3.8%
Adj. PAT came at Rs. 1.8 Cr vs QoQ Rs. 16.8 Cr, YoY Rs. -1.7 Cr
Quarter EPS is Rs. 0.5
Share is trading at 5.9x TTM EV/EBITDA
*KCP Ltd.* | *CMP* Rs. 162 | *M Cap* Rs. 2089 Cr | *52 W H/L* 169/56
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 548.1 Cr (3.1% QoQ, 58.3% YoY) vs QoQ Rs. 531.5 Cr, YoY Rs. 346.2 Cr
EBIDTA came at Rs. 131.3 Cr (-4.5% QoQ, 58.2% YoY) vs QoQ Rs. 137.4 Cr, YoY Rs. 83 Cr
EBITDA Margin came at 24% vs QoQ 25.9%, YoY 24%
Adj. PAT came at Rs. 72.9 Cr vs QoQ Rs. 75.2 Cr, YoY Rs. 24.8 Cr
Quarter EPS is Rs. 5.7
Share is trading at P/E of 9.6x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 548.1 Cr (3.1% QoQ, 58.3% YoY) vs QoQ Rs. 531.5 Cr, YoY Rs. 346.2 Cr
EBIDTA came at Rs. 131.3 Cr (-4.5% QoQ, 58.2% YoY) vs QoQ Rs. 137.4 Cr, YoY Rs. 83 Cr
EBITDA Margin came at 24% vs QoQ 25.9%, YoY 24%
Adj. PAT came at Rs. 72.9 Cr vs QoQ Rs. 75.2 Cr, YoY Rs. 24.8 Cr
Quarter EPS is Rs. 5.7
Share is trading at P/E of 9.6x TTM EPS
Mid Term Aggressive Call
Buy TVS ELECT at CMP of 190.5 - 191.5 and dips till 182
Sl 174
Targets:- 198 - 202 - 205 - 208 - 212 - 215 - 220+
Above that we can see 230 - 240 - 255+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.
High conviction Call. Covered in Newsletter also. Don't miss
Buy TVS ELECT at CMP of 190.5 - 191.5 and dips till 182
Sl 174
Targets:- 198 - 202 - 205 - 208 - 212 - 215 - 220+
Above that we can see 230 - 240 - 255+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.
High conviction Call. Covered in Newsletter also. Don't miss
Market Wizard
Mid Term Aggressive Call Buy TVS ELECT at CMP of 190.5 - 191.5 and dips till 182 Sl 174 Targets:- 198 - 202 - 205 - 208 - 212 - 215 - 220+ Above that we can see 230 - 240 - 255+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor…
Bot 13.7k TVS Elect. Huge buying. I will buy more once above 192. Yesterday shared Chembond at 240 as high conviction and today made 257. Same way I feel TVS Elect will rocket 🚀
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📢 If stock markets excite you, install Telegram app on your mobile/desktop and join our two Telegram Channels
➡️ @TELEGRAM
➡️https://t.me/marketswizard
👆 *Learning and earning group*
➡️https://t.me/BooksMakeIndiaRead
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Market Wizard
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Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
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Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
*Tube Investments of India Ltd.* | *CMP* Rs. 1238 | *M Cap* Rs. 23871 Cr | *52 W H/L* 1450/488
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 2437.5 Cr (-10.8% QoQ, 433.6% YoY) vs QoQ Rs. 2732.8 Cr, YoY Rs. 456.8 Cr
EBIDTA came at Rs. 280.5 Cr (6.5% QoQ, -926.5% YoY) vs QoQ Rs. 263.4 Cr, YoY Rs. -33.9 Cr
EBITDA Margin came at 11.5% vs QoQ 9.6%, YoY -7.4%
Adj. PAT came at Rs. 120 Cr vs QoQ Rs. 166.7 Cr, YoY Rs. -55.8 Cr
Quarter EPS is Rs. 6.2
Share is trading at P/E of 41.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 2437.5 Cr (-10.8% QoQ, 433.6% YoY) vs QoQ Rs. 2732.8 Cr, YoY Rs. 456.8 Cr
EBIDTA came at Rs. 280.5 Cr (6.5% QoQ, -926.5% YoY) vs QoQ Rs. 263.4 Cr, YoY Rs. -33.9 Cr
EBITDA Margin came at 11.5% vs QoQ 9.6%, YoY -7.4%
Adj. PAT came at Rs. 120 Cr vs QoQ Rs. 166.7 Cr, YoY Rs. -55.8 Cr
Quarter EPS is Rs. 6.2
Share is trading at P/E of 41.8x FY22E EPS
*Borosil Ltd.* | *CMP* Rs. 220 | *M Cap* Rs. 2509 Cr | *52 W H/L* 220/
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 137.9 Cr (-25.1% QoQ, 145.8% YoY) vs QoQ Rs. 184.1 Cr, YoY Rs. 56.1 Cr
EBIDTA came at Rs. 17.6 Cr (-46.1% QoQ, -477.4% YoY) vs QoQ Rs. 32.7 Cr, YoY Rs. -4.7 Cr
EBITDA Margin came at 12.8% vs QoQ 17.8%, YoY -8.3%
Adj. PAT came at Rs. 3.7 Cr vs QoQ Rs. 18.6 Cr, YoY Rs. -7.5 Cr Lower PAT is on account of higher Tax
Quarter EPS is Rs. 0.3
Share is trading at P/E of 47.1x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 137.9 Cr (-25.1% QoQ, 145.8% YoY) vs QoQ Rs. 184.1 Cr, YoY Rs. 56.1 Cr
EBIDTA came at Rs. 17.6 Cr (-46.1% QoQ, -477.4% YoY) vs QoQ Rs. 32.7 Cr, YoY Rs. -4.7 Cr
EBITDA Margin came at 12.8% vs QoQ 17.8%, YoY -8.3%
Adj. PAT came at Rs. 3.7 Cr vs QoQ Rs. 18.6 Cr, YoY Rs. -7.5 Cr Lower PAT is on account of higher Tax
Quarter EPS is Rs. 0.3
Share is trading at P/E of 47.1x TTM EPS