*KAVERI SEED COMPANY LTD.* | *CMP* Rs. 684 | *M Cap* Rs. 4127 Cr | *52 W H/L* 817/463
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 629.8 Cr (880.2% QoQ, -12.5% YoY) vs QoQ Rs. 64.3 Cr, YoY Rs. 719.5 Cr
EBIDTA came at Rs. 199.6 Cr (-1361.7% QoQ, -30.4% YoY) vs QoQ Rs. -15.8 Cr, YoY Rs. 286.9 Cr
EBITDA Margin came at 31.7% vs QoQ -24.6%, YoY 39.9%
Adj. PAT came at Rs. 203.7 Cr vs QoQ Rs. -17.4 Cr, YoY Rs. 295.3 Cr
Quarter EPS is Rs. 33.8
Share is trading at P/E of 11.6x FY22E EPS
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 629.8 Cr (880.2% QoQ, -12.5% YoY) vs QoQ Rs. 64.3 Cr, YoY Rs. 719.5 Cr
EBIDTA came at Rs. 199.6 Cr (-1361.7% QoQ, -30.4% YoY) vs QoQ Rs. -15.8 Cr, YoY Rs. 286.9 Cr
EBITDA Margin came at 31.7% vs QoQ -24.6%, YoY 39.9%
Adj. PAT came at Rs. 203.7 Cr vs QoQ Rs. -17.4 Cr, YoY Rs. 295.3 Cr
Quarter EPS is Rs. 33.8
Share is trading at P/E of 11.6x FY22E EPS
*WEST COAST PAPER MILLS LTD.* | *CMP* Rs. 269 | *M Cap* Rs. 1777 Cr | *52 W H/L* 289/155
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 537.6 Cr (-42.6% QoQ, 78% YoY) vs QoQ Rs. 937 Cr, YoY Rs. 302 Cr
EBIDTA came at Rs. 100.1 Cr (-38.5% QoQ, 846.3% YoY) vs QoQ Rs. 162.8 Cr, YoY Rs. 10.6 Cr
EBITDA Margin came at 18.6% vs QoQ 17.4%, YoY 3.5%
Adj. PAT came at Rs. 31.9 Cr vs QoQ Rs. 74.9 Cr, YoY Rs. -35.6 Cr
Quarter EPS is Rs. 4.8
Share is trading at P/E of 26x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 537.6 Cr (-42.6% QoQ, 78% YoY) vs QoQ Rs. 937 Cr, YoY Rs. 302 Cr
EBIDTA came at Rs. 100.1 Cr (-38.5% QoQ, 846.3% YoY) vs QoQ Rs. 162.8 Cr, YoY Rs. 10.6 Cr
EBITDA Margin came at 18.6% vs QoQ 17.4%, YoY 3.5%
Adj. PAT came at Rs. 31.9 Cr vs QoQ Rs. 74.9 Cr, YoY Rs. -35.6 Cr
Quarter EPS is Rs. 4.8
Share is trading at P/E of 26x TTM EPS
*Bharat Dynamics Ltd.* | *CMP* Rs. 382 | *M Cap* Rs. 6996 Cr | *52 W H/L* 481/281
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 128.6 Cr (-88.7% QoQ, 308.9% YoY) vs expectation of Rs. 445.9 Cr, QoQ Rs. 1136.9 Cr, YoY Rs. 31.4 Cr
EBIDTA came at Rs. -33.7 Cr (-109.8% QoQ, -71.6% YoY) vs expectation of Rs. 34.9 Cr, QoQ Rs. 344.3 Cr, YoY Rs. -118.6 Cr
EBITDA Margin came at -26.2% vs expectation of 7.8%, QoQ 30.3%, YoY -377.1%
Adj. PAT came at Rs. -21 Cr vs expectation of Rs. 38.8 Cr, QoQ Rs. 260.4 Cr, YoY Rs. -78 Cr
Quarter EPS is Rs. -1.1
Share is trading at P/E of 15.8x FY22E EPS
(Nirmal Bang Retail Research)
*Result below expectation*
Revenue from Operations came at Rs. 128.6 Cr (-88.7% QoQ, 308.9% YoY) vs expectation of Rs. 445.9 Cr, QoQ Rs. 1136.9 Cr, YoY Rs. 31.4 Cr
EBIDTA came at Rs. -33.7 Cr (-109.8% QoQ, -71.6% YoY) vs expectation of Rs. 34.9 Cr, QoQ Rs. 344.3 Cr, YoY Rs. -118.6 Cr
EBITDA Margin came at -26.2% vs expectation of 7.8%, QoQ 30.3%, YoY -377.1%
Adj. PAT came at Rs. -21 Cr vs expectation of Rs. 38.8 Cr, QoQ Rs. 260.4 Cr, YoY Rs. -78 Cr
Quarter EPS is Rs. -1.1
Share is trading at P/E of 15.8x FY22E EPS
*TCNS Clothing Co. Ltd.* | *CMP* Rs. 569 | *M Cap* Rs. 3501 Cr | *52 W H/L* 652/326
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 93.8 Cr (-57.6% QoQ, 189.4% YoY) vs expectation of Rs. 88.4 Cr, QoQ Rs. 221.1 Cr, YoY Rs. 32.4 Cr
EBIDTA came at Rs. -44 Cr (-291.9% QoQ, 3.1% YoY) vs expectation of Rs. -18.8 Cr, QoQ Rs. 22.9 Cr, YoY Rs. -42.7 Cr
EBITDA Margin came at -46.9% vs expectation of -21.3%, QoQ 10.4%, YoY -131.7%
Adj. PAT came at Rs. -36 Cr vs expectation of Rs. -28.1 Cr, QoQ Rs. 3.9 Cr, YoY Rs. -45.3 Cr
Quarter EPS is Rs. -5.9
Share is trading at P/E of 63.3x FY22E EPS
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 93.8 Cr (-57.6% QoQ, 189.4% YoY) vs expectation of Rs. 88.4 Cr, QoQ Rs. 221.1 Cr, YoY Rs. 32.4 Cr
EBIDTA came at Rs. -44 Cr (-291.9% QoQ, 3.1% YoY) vs expectation of Rs. -18.8 Cr, QoQ Rs. 22.9 Cr, YoY Rs. -42.7 Cr
EBITDA Margin came at -46.9% vs expectation of -21.3%, QoQ 10.4%, YoY -131.7%
Adj. PAT came at Rs. -36 Cr vs expectation of Rs. -28.1 Cr, QoQ Rs. 3.9 Cr, YoY Rs. -45.3 Cr
Quarter EPS is Rs. -5.9
Share is trading at P/E of 63.3x FY22E EPS
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Scroll the table to left and you will get March 2021 portfolio
▫️Sunil Singhania
▫️Ashish Dhawan
▫️Ashish Kacholia
▫️Dilipkumar lakhi
▫️Rajeev Khanna
▫️Globe capital
▫️Mohnish pabrai
▫️Mukul Agrawal
▫️Nemish S Shah
▫️Porinju Veliyath
▫️ *President of India*
▫️R K Damani
▫️Rakesh Jhunjhunwala
▫️Satpal K
▫️Vallabh Bhansali
▫️Vijay Kedia
And many more ....
https://ticker.finology.in/investor
▫️Sunil Singhania
▫️Ashish Dhawan
▫️Ashish Kacholia
▫️Dilipkumar lakhi
▫️Rajeev Khanna
▫️Globe capital
▫️Mohnish pabrai
▫️Mukul Agrawal
▫️Nemish S Shah
▫️Porinju Veliyath
▫️ *President of India*
▫️R K Damani
▫️Rakesh Jhunjhunwala
▫️Satpal K
▫️Vallabh Bhansali
▫️Vijay Kedia
And many more ....
https://ticker.finology.in/investor
https://ticker.finology.in/
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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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In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.
Taking position is becoming risky for Intraday and F&O. There are concerns towards which side the market will show its move.
It's time now to Join Market Wizard Premium Group and also Renew your Membership to avail super gains.
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All those who make payment between 15th August to 23rd August, will be added on Evening of 23rd August, so that they can get benefit of 1 week extra calls.
Existing members you'll can renew your membership ASAP.
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*Maharashtra Seamless Ltd.* | *CMP* Rs. 319 | *M Cap* Rs. 2137 Cr | *52 W H/L* 354/198
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 690.5 Cr (-2.6% QoQ, 50.4% YoY) vs QoQ Rs. 708.6 Cr, YoY Rs. 459 Cr
EBIDTA came at Rs. 126.7 Cr (-14.5% QoQ, 25.5% YoY) vs QoQ Rs. 148.2 Cr, YoY Rs. 101 Cr
EBITDA Margin came at 18.4% vs QoQ 20.9%, YoY 22%
Adj. PAT came at Rs. 95.8 Cr vs QoQ Rs. 119.2 Cr, YoY Rs. 19.2 Cr
Quarter EPS is Rs. 14.3
Share is trading at P/E of 6.1x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 690.5 Cr (-2.6% QoQ, 50.4% YoY) vs QoQ Rs. 708.6 Cr, YoY Rs. 459 Cr
EBIDTA came at Rs. 126.7 Cr (-14.5% QoQ, 25.5% YoY) vs QoQ Rs. 148.2 Cr, YoY Rs. 101 Cr
EBITDA Margin came at 18.4% vs QoQ 20.9%, YoY 22%
Adj. PAT came at Rs. 95.8 Cr vs QoQ Rs. 119.2 Cr, YoY Rs. 19.2 Cr
Quarter EPS is Rs. 14.3
Share is trading at P/E of 6.1x TTM EPS
*ALLCARGO LOGISTICS LTD.* | *CMP* Rs. 214 | *M Cap* Rs. 5258 Cr | *52 W H/L* 218/93
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 3449.3 Cr (3% QoQ, 66% YoY) vs QoQ Rs. 3349.3 Cr, YoY Rs. 2077.6 Cr
EBIDTA came at Rs. 217.4 Cr (12.6% QoQ, 65.9% YoY) vs QoQ Rs. 193 Cr, YoY Rs. 131.1 Cr
EBITDA Margin came at 6.3% vs QoQ 5.8%, YoY 6.3%
Adj. PAT came at Rs. 72.4 Cr vs QoQ Rs. 134.9 Cr, YoY Rs. 51.4 Cr
Quarter EPS is Rs. 2.9
Share is trading at P/E of 12x FY22E EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 3449.3 Cr (3% QoQ, 66% YoY) vs QoQ Rs. 3349.3 Cr, YoY Rs. 2077.6 Cr
EBIDTA came at Rs. 217.4 Cr (12.6% QoQ, 65.9% YoY) vs QoQ Rs. 193 Cr, YoY Rs. 131.1 Cr
EBITDA Margin came at 6.3% vs QoQ 5.8%, YoY 6.3%
Adj. PAT came at Rs. 72.4 Cr vs QoQ Rs. 134.9 Cr, YoY Rs. 51.4 Cr
Quarter EPS is Rs. 2.9
Share is trading at P/E of 12x FY22E EPS
*Oil & Natural Gas Corporation Ltd.* | *CMP* Rs. 116 | *M Cap* Rs. 145931 Cr | *52 W H/L* 129/64
(Nirmal Bang Retail Research)
*Result marginally below Expectation*
Revenue from Operations came at Rs. 23021.6 Cr (8.6% QoQ, 76.9% YoY) vs expectation of Rs. 23468.3 Cr, QoQ Rs. 21188.9 Cr, YoY Rs. 13011.3 Cr
EBIDTA came at Rs. 11001.8 Cr (35% QoQ, 130.1% YoY) vs expectation of Rs. 11844.4 Cr, QoQ Rs. 8149.4 Cr, YoY Rs. 4780.8 Cr
EBITDA Margin came at 47.8% vs expectation of 50.5%, QoQ 38.5%, YoY 36.7%
Adj. PAT came at Rs. 4334.8 Cr vs expectation of Rs. 4372.1 Cr, QoQ Rs. 4120.8 Cr, YoY Rs. 496 Cr
Quarter EPS is Rs. 3.4
Share is trading at P/E of 5.6x FY22E EPS
(Nirmal Bang Retail Research)
*Result marginally below Expectation*
Revenue from Operations came at Rs. 23021.6 Cr (8.6% QoQ, 76.9% YoY) vs expectation of Rs. 23468.3 Cr, QoQ Rs. 21188.9 Cr, YoY Rs. 13011.3 Cr
EBIDTA came at Rs. 11001.8 Cr (35% QoQ, 130.1% YoY) vs expectation of Rs. 11844.4 Cr, QoQ Rs. 8149.4 Cr, YoY Rs. 4780.8 Cr
EBITDA Margin came at 47.8% vs expectation of 50.5%, QoQ 38.5%, YoY 36.7%
Adj. PAT came at Rs. 4334.8 Cr vs expectation of Rs. 4372.1 Cr, QoQ Rs. 4120.8 Cr, YoY Rs. 496 Cr
Quarter EPS is Rs. 3.4
Share is trading at P/E of 5.6x FY22E EPS
*NCL Industries Ltd.* | *CMP* Rs. 274 | *M Cap* Rs. 1238 Cr | *52 W H/L* 305/79
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 403 Cr (-0.5% QoQ, 54.5% YoY) vs QoQ Rs. 405.2 Cr, YoY Rs. 260.9 Cr
EBIDTA came at Rs. 67.9 Cr (2.8% QoQ, 5.3% YoY) vs QoQ Rs. 66 Cr, YoY Rs. 64.4 Cr
EBITDA Margin came at 16.8% vs QoQ 16.3%, YoY 24.7%
Adj. PAT came at Rs. 34.5 Cr vs QoQ Rs. 32.2 Cr, YoY Rs. 32 Cr
Quarter EPS is Rs. 7.6
Share is trading at P/E of 8.2x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 403 Cr (-0.5% QoQ, 54.5% YoY) vs QoQ Rs. 405.2 Cr, YoY Rs. 260.9 Cr
EBIDTA came at Rs. 67.9 Cr (2.8% QoQ, 5.3% YoY) vs QoQ Rs. 66 Cr, YoY Rs. 64.4 Cr
EBITDA Margin came at 16.8% vs QoQ 16.3%, YoY 24.7%
Adj. PAT came at Rs. 34.5 Cr vs QoQ Rs. 32.2 Cr, YoY Rs. 32 Cr
Quarter EPS is Rs. 7.6
Share is trading at P/E of 8.2x TTM EPS
*eClerx Services Ltd. | CMP Rs. 2172 | M Cap Rs. 7578 Cr | 52 W H/L 2380/461*
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Dollar revenue came at 64.7 mn (+1.4% QoQ). QoQ CC growth of 1.2%
Looking at near future ( 3-6 months ) deal pipeline , Management expects a growth of current quarter for near future
Revenue from Operations came at Rs. 486.2 Cr (2.8% QoQ, 44.5% YoY) vs expectation of Rs. 487.3 Cr, QoQ Rs. 472.8 Cr, YoY Rs. 336.6 Cr
EBIDTA came at Rs. 141.1 Cr (-7.5% QoQ, 73.3% YoY) vs expectation of Rs. 148.3 Cr, QoQ Rs. 152.5 Cr, YoY Rs. 81.4 Cr
EBITDA Margin came at 29% vs expectation of 30.4%, QoQ 32.3%, YoY 24.2%. Dip in margin was majorly due to wage hike . Other expense for the quarter ended June 30, 2021 includes Rs.4.8 cr related to Personiv acquisition. Full year management expects to maintain 28-32% Ebitda margin Ecluding personniv
Adj. PAT came at Rs. 91.3 Cr vs expectation of Rs. 95.6 Cr, QoQ Rs. 98.8 Cr, YoY Rs. 51.8 Cr
Quarter EPS is Rs. 26.2
Share is trading at P/E of 21.9x FY22E EPS
*Eclerx approved buy back of Rs 303 cr at a price of Rs 3200 through tender offer*
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Dollar revenue came at 64.7 mn (+1.4% QoQ). QoQ CC growth of 1.2%
Looking at near future ( 3-6 months ) deal pipeline , Management expects a growth of current quarter for near future
Revenue from Operations came at Rs. 486.2 Cr (2.8% QoQ, 44.5% YoY) vs expectation of Rs. 487.3 Cr, QoQ Rs. 472.8 Cr, YoY Rs. 336.6 Cr
EBIDTA came at Rs. 141.1 Cr (-7.5% QoQ, 73.3% YoY) vs expectation of Rs. 148.3 Cr, QoQ Rs. 152.5 Cr, YoY Rs. 81.4 Cr
EBITDA Margin came at 29% vs expectation of 30.4%, QoQ 32.3%, YoY 24.2%. Dip in margin was majorly due to wage hike . Other expense for the quarter ended June 30, 2021 includes Rs.4.8 cr related to Personiv acquisition. Full year management expects to maintain 28-32% Ebitda margin Ecluding personniv
Adj. PAT came at Rs. 91.3 Cr vs expectation of Rs. 95.6 Cr, QoQ Rs. 98.8 Cr, YoY Rs. 51.8 Cr
Quarter EPS is Rs. 26.2
Share is trading at P/E of 21.9x FY22E EPS
*Eclerx approved buy back of Rs 303 cr at a price of Rs 3200 through tender offer*
*Banco Products (India) Ltd.* | *CMP* Rs. 165 | *M Cap* Rs. 1180 Cr | *52 W H/L* 200/79
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 500.8 Cr (12.6% QoQ, 82.6% YoY) vs QoQ Rs. 444.8 Cr, YoY Rs. 274.3 Cr
EBIDTA came at Rs. 71.7 Cr (169.6% QoQ, 162.2% YoY) vs QoQ Rs. 26.6 Cr, YoY Rs. 27.4 Cr
EBITDA Margin came at 14.3% vs QoQ 6%, YoY 10%
Adj. PAT came at Rs. 45.9 Cr vs QoQ Rs. 18.4 Cr, YoY Rs. 17.6 Cr
Quarter EPS is Rs. 6.4
Share is trading at P/E of 8.3x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 500.8 Cr (12.6% QoQ, 82.6% YoY) vs QoQ Rs. 444.8 Cr, YoY Rs. 274.3 Cr
EBIDTA came at Rs. 71.7 Cr (169.6% QoQ, 162.2% YoY) vs QoQ Rs. 26.6 Cr, YoY Rs. 27.4 Cr
EBITDA Margin came at 14.3% vs QoQ 6%, YoY 10%
Adj. PAT came at Rs. 45.9 Cr vs QoQ Rs. 18.4 Cr, YoY Rs. 17.6 Cr
Quarter EPS is Rs. 6.4
Share is trading at P/E of 8.3x TTM EPS
*Forbes & Company Ltd.* | *CMP* Rs. 3090 | *M Cap* Rs. 3986 Cr | *52 W H/L* 3283/999
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 545.5 Cr (-49.2% QoQ, 29.6% YoY) vs QoQ Rs. 1072.7 Cr, YoY Rs. 421 Cr
EBIDTA came at Rs. 33.2 Cr (-69.8% QoQ, 471.8% YoY) vs QoQ Rs. 110.2 Cr, YoY Rs. 5.8 Cr
EBITDA Margin came at 6.1% vs QoQ 10.3%, YoY 1.4%
Adj. PAT came at Rs. -2 Cr vs QoQ Rs. 67.1 Cr, YoY Rs. -46 Cr
Quarter EPS is Rs. -1.6
Share is trading at P/E of 41.7x TTM EPS
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 545.5 Cr (-49.2% QoQ, 29.6% YoY) vs QoQ Rs. 1072.7 Cr, YoY Rs. 421 Cr
EBIDTA came at Rs. 33.2 Cr (-69.8% QoQ, 471.8% YoY) vs QoQ Rs. 110.2 Cr, YoY Rs. 5.8 Cr
EBITDA Margin came at 6.1% vs QoQ 10.3%, YoY 1.4%
Adj. PAT came at Rs. -2 Cr vs QoQ Rs. 67.1 Cr, YoY Rs. -46 Cr
Quarter EPS is Rs. -1.6
Share is trading at P/E of 41.7x TTM EPS
*Electrosteel Castings Ltd.* | *CMP* Rs. 36 | *M Cap* Rs. 1559 Cr | *52 W H/L* 42/14
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 1096.9 Cr (-10.7% QoQ, 232.7% YoY) vs QoQ Rs. 1228 Cr, YoY Rs. 329.7 Cr
EBIDTA came at Rs. 159.4 Cr (-7.3% QoQ, 5053.8% YoY) vs QoQ Rs. 171.9 Cr, YoY Rs. 3.1 Cr
EBITDA Margin came at 14.5% vs QoQ 14%, YoY 0.9%
Adj. PAT came at Rs. 45.5 Cr vs QoQ Rs. 42.6 Cr, YoY Rs. -37.8 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 8.6x TTM EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 1096.9 Cr (-10.7% QoQ, 232.7% YoY) vs QoQ Rs. 1228 Cr, YoY Rs. 329.7 Cr
EBIDTA came at Rs. 159.4 Cr (-7.3% QoQ, 5053.8% YoY) vs QoQ Rs. 171.9 Cr, YoY Rs. 3.1 Cr
EBITDA Margin came at 14.5% vs QoQ 14%, YoY 0.9%
Adj. PAT came at Rs. 45.5 Cr vs QoQ Rs. 42.6 Cr, YoY Rs. -37.8 Cr
Quarter EPS is Rs. 1.1
Share is trading at P/E of 8.6x TTM EPS
*Entertainment Network (India) Ltd.* | *CMP* Rs. 205 | *M Cap* Rs. 977 Cr | *52 W H/L* 227/121
(Nirmal Bang Retail Research)
*Result is broadly in-line with expectations*
Revenue from Operations came at Rs. 41.6 Cr (-58.6% QoQ, 8% YoY) vs expectation of Rs. 44.9 Cr, QoQ Rs. 100.4 Cr, YoY Rs. 38.5 Cr
EBIDTA came at Rs. -18.1 Cr (-175.1% QoQ, -30.4% YoY) vs expectation of Rs. -10.4 Cr, QoQ Rs. 24 Cr, YoY Rs. -25.9 Cr
EBITDA Margin came at -43.4% vs expectation of -23.2%, QoQ 23.9%, YoY -67.4%
Adj. PAT came at Rs. -29.4 Cr vs expectation of Rs. -24.9 Cr, QoQ Rs. 31.2 Cr, YoY Rs. -37.9 Cr
Quarter EPS is Rs. -6.2
Share is trading at P/E of -99.7x FY22E EPS
(Nirmal Bang Retail Research)
*Result is broadly in-line with expectations*
Revenue from Operations came at Rs. 41.6 Cr (-58.6% QoQ, 8% YoY) vs expectation of Rs. 44.9 Cr, QoQ Rs. 100.4 Cr, YoY Rs. 38.5 Cr
EBIDTA came at Rs. -18.1 Cr (-175.1% QoQ, -30.4% YoY) vs expectation of Rs. -10.4 Cr, QoQ Rs. 24 Cr, YoY Rs. -25.9 Cr
EBITDA Margin came at -43.4% vs expectation of -23.2%, QoQ 23.9%, YoY -67.4%
Adj. PAT came at Rs. -29.4 Cr vs expectation of Rs. -24.9 Cr, QoQ Rs. 31.2 Cr, YoY Rs. -37.9 Cr
Quarter EPS is Rs. -6.2
Share is trading at P/E of -99.7x FY22E EPS
*Spicejet Ltd.* | *CMP* Rs. 72 | *M Cap* Rs. 4318 Cr | *52 W H/L* 108/45
(Nirmal Bang Retail Research)
*Result is inline with expectation*
Net sales came at Rs. 1125 Cr (-40.4% QoQ, 116% YoY) vs expectation of Rs. 1353.4 Cr, QoQ Rs. 1888.1 Cr, YoY Rs. 520.9 Cr
EBITDAR came at Rs. -132.4 Cr (-532.7% QoQ, -4% YoY) vs expectation of Rs. -146 Cr, QoQ Rs. 30.6 Cr, YoY Rs. -138 Cr
EBITDAR with forex came at Rs. -256 Cr (-570.6% QoQ, 53.7% YoY) vs expectation of Rs. -146 Cr, QoQ Rs. 54.4 Cr, YoY Rs. -166.6 Cr
EBITDAR Margin came at -22.8% vs expectation of -10.8%, QoQ2.9%, YoY -32%
Adj. PAT came at Rs. -730.8 Cr vs expectation of Rs. -825.2 Cr, QoQ Rs. -256.7 Cr, YoY Rs. -600.5 Cr
Quarter EPS is Rs. -12.2
Share is trading at P/E of -4.8x EPS
(Nirmal Bang Retail Research)
*Result is inline with expectation*
Net sales came at Rs. 1125 Cr (-40.4% QoQ, 116% YoY) vs expectation of Rs. 1353.4 Cr, QoQ Rs. 1888.1 Cr, YoY Rs. 520.9 Cr
EBITDAR came at Rs. -132.4 Cr (-532.7% QoQ, -4% YoY) vs expectation of Rs. -146 Cr, QoQ Rs. 30.6 Cr, YoY Rs. -138 Cr
EBITDAR with forex came at Rs. -256 Cr (-570.6% QoQ, 53.7% YoY) vs expectation of Rs. -146 Cr, QoQ Rs. 54.4 Cr, YoY Rs. -166.6 Cr
EBITDAR Margin came at -22.8% vs expectation of -10.8%, QoQ2.9%, YoY -32%
Adj. PAT came at Rs. -730.8 Cr vs expectation of Rs. -825.2 Cr, QoQ Rs. -256.7 Cr, YoY Rs. -600.5 Cr
Quarter EPS is Rs. -12.2
Share is trading at P/E of -4.8x EPS
*Indian Railway Finance Corporation Ltd.* | *CMP* Rs. 24 | *M Cap* Rs. 31168 Cr | *52 W H/L* 26.6/20.5
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 1508.1 Cr vs YoY Rs. 928.5 Cr, QoQ Rs. 1537.2 Cr
PBP came at Rs. 1499.7 Cr vs YoY Rs. 889 Cr, QoQ Rs. 1486.1 Cr
Provisions came at Rs. -2.3 Cr vs YoY Rs. -2.8 Cr, QoQ Rs. 3.6 Cr
PBT came at Rs. 1502 Cr vs YoY Rs. 891.8 Cr, QoQ Rs. 1482.5 Cr
PAT from continuing and discontinuing Operations (After MI) came at Rs. 1502 Cr vs YoY Rs. 891.8 Cr, QoQ Rs. 1482.5 Cr
Based on its business model, NPA remains Nil.
Quarter EPS is Rs. 1.1
Share is trading at 0.8x trailing P/BV
(Nirmal Bang Retail Research)
*Result is ok*
NII came at Rs. 1508.1 Cr vs YoY Rs. 928.5 Cr, QoQ Rs. 1537.2 Cr
PBP came at Rs. 1499.7 Cr vs YoY Rs. 889 Cr, QoQ Rs. 1486.1 Cr
Provisions came at Rs. -2.3 Cr vs YoY Rs. -2.8 Cr, QoQ Rs. 3.6 Cr
PBT came at Rs. 1502 Cr vs YoY Rs. 891.8 Cr, QoQ Rs. 1482.5 Cr
PAT from continuing and discontinuing Operations (After MI) came at Rs. 1502 Cr vs YoY Rs. 891.8 Cr, QoQ Rs. 1482.5 Cr
Based on its business model, NPA remains Nil.
Quarter EPS is Rs. 1.1
Share is trading at 0.8x trailing P/BV