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*Ami Organics Ltd* Tentative

Issue Opens on: 25 August 2021
Issue Closes on: 27 August 2021
Issue Type: Book Built Issue IPO
Issue Size: 1,10,34,724 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.600 – Rs.603 Share
Discount: NIL
Market Lot: 24 Shares
Listing At: NSE, BSE
INFO EDGE: Q1 CONS NET PROFIT 1.55B RUPEES VS 936M (YOY); 3.08B (QOQ) || Q1 REVENUE 3.27B RUPEES VS 2.85B (YOY); 2.96B (QOQ)Vodafone Idea cellular (Vi) on August 14 reported a loss of Rs 7,319.1 crore for first quarter of FY 2021-22. It also reported its total debt standing at Rs 1.91 lakh crore.

This comprise deferred spectrum payment obligations of Rs 1,060.1 billion and AGR liability of Rs 621.8 billion that are due to the government and debt from banks and financial institutions of Rs 234.0 billion. Cash and cash equivalents were Rs 9.2 billion and net debt stood at Rs 1,906.7 billion.


Vi in its quarterly report (April-June 2021) stated that the revenue declined by 4.7 percent QoQ to Rs 91.5 billion on account of slowdown in economic activities due to lockdown/restrictions in several districts during the severe second wave of COVID-19. On a reported basis, EBITDA for the quarter was Rs. 37.1 billion, with EBITDA margins at 40.5 percent vs 45.9 percent in Q4FY21, said the firm. However, its net worth stands at negative Rs 455,409 million.

"The severe second wave of COVID caused significant disruptions and slowdown in economic activities. During these challenging times, VIL continued to serve its customers and community at large by providing seamless connectivity as well as maintaining superior quality of services. Vi GIGAnet’s superior network experience on both data and voice, is testified through top rankings in independent external reports. We continue to focus on executing our strategy to keep our customers ahead, and our cost optimization plan remains on track to deliver the targeted savings. We are in active discussion with potential investors for fund raising, to achieve our strategic intent," Vodafone Idea Limited's MD and CEO Ravinder Takkar said
Krebs Biotech zoomed 20% last week on news of IPCA Labs API chief now heading it. IPCA has 73 % stake in it as a promoter and now seeks to turn it around. IPCA trades at a mktcap of Rs.30000 cr. while Krebs has a meagre mktcap of Rs.300 cr. Buy Krebs for long term multi-bagger gains.

Andhra Sugars’ Q1FY22 EPS of Rs.19 was mostly from industrial chemicals like Chlor Alkalis and Soap not sugar. In short, it’s a chemical co. with available at a P/E multiple of 7, which makes it a good investment bet. The stock can easily double from hereon.

Rama Phosphates’ good quarterly numbers underscores consistent QoQ rise in the top-line and bottom-line. The stock has corrected nearly 20 % from its peak and offers a good entry opportunity for short term traders.

Mr. Parmar hired two years back from Cadila has turned around Albert David, which posted sales of Rs.80cr+ with NP of Rs.10cr and EPS of Rs.18+ for the June quarter. It is one of the cheapest pharma stocks and can deliver a quick 50% gain.

Lincoln Pharma’s promoter has hiked his stake nearly 5% in the last two quarters by buying from the open market. A good takeover candidate. Buy at every decline.

An analyst specialising in long term picks recommends TN Petro, Apex Frozen Foods, Thirumalai Chemicals, S Chand for multi-bagger gains. Previous recommendations of Jubilant Industries and Nelco both have surged 50%+ in the last 1 month.

Both Escorts and L&T not only withstood the mid-cap carnage but in fact went up. This shows their intrinsic strength. Study them for long term investment.

Shalby Ltd., which is into hospitals & medicare, has not only performed well, it is also implementing many transformation initiatives. The Healthcare sector commands premium valuation in the market.

Kirloskar Oil Engines is a scrip to watch. Its Rs.1000 cr. investment in Arka Fincap, its wholly owned subsidiary will surely bear fruits.

Coal India’s good Q1 results will improve in Q2 given the 30% higher realization in coal price and further increase in Q3 may follow given the strong demand. The stock trades at 5 times its FY22 estimated EPS of Rs.28 with 9% dividend yield. Buy for 50% gains in 1 year.

PFC posted a robust Q1 and may end FY22 with an EPS of Rs.50 and dividend yield of 9%. The power sector is faring well, which may lead to re-rating this stock. Buy for 50% gains in a year.

Gabriel India manufactures over 300 ride control products that include shock absorbers, struts, front forks, etc. This Anand group co. posted a good Q1 with PAT of Rs.12 cr. against loss of Rs. 24 cr. in Q1FY21. The stock could touch Rs.200.

Jubilant Ingrevia offers high quality ingredients used in several industries and conducts exclusive custom research & manufacturing for pharmaceutical and agrochemical customers. Its PAT has trebled and big bull, Rakesh jhunjhunwala, holds 3.14% stake in it. The stock could touch Rs. 930.

Chemcon Speciality Chemicals makes specialised chemicals HMDS, CMIC and inorganic bromides. Its Q1 revenue grew 25% to Rs.57.2 cr. from Rs. 45.7 cr. in Q1FY21. Cash profit grew 28% from Rs. 13.9 cr. to Rs.17.9 cr. but PAT jumped 52% to Rs.13.4 cr. from Rs.8.8 cr. in Q1 FY21.

Graphite India posted 19.14% growth in Q1 revenue YoY of Rs.610cr. Sequentially, revenue was up 7.96% compared to Rs.565 cr.in Q4FY21. Co. makes electrodes for electric arc furnaces in the steel industry the demand for which have been growing and its bull trend is here to stay. Buy for target of Rs 840.
BS
Garware Technical Fibres, formerly Garware Wall Ropes, has surpassed investors’ expectations posting Q1FY22 EPS of Rs. 25.09 v/s. Rs. 8.06 in Q1FY21. A must have share for the learned investor. Add.

KIC Metaliks makes pig iron in its 1,65,000 TPA mini blast furnace to manufacture hot metal built on TATA Korf Technology and sintering in its annular Sinter plant. It has notched 362% higher Q1FY22 EPS of Rs 3 (FV Rs 2), which may lead to FY22 EPS of Rs 12+. Buy for 50% gain.

Alphageo (India), a seismic survey service provider that processes and provides 2D & 3D seismic data, processing and interpretation services for oil exploration and production entities has notched Q1FY22 EPS of Rs 23 Vs – Rs 22.5 (YoY) on its small equity of Rs 6.4 cr. This could lead to an EPS of over Rs 50 in FY22 and the share could cross the Rs 600 mark. Accumulate.l

Morganite Crucible manufactures silicon carbide and clay graphite crucibles used in producing non-ferrous alloys having applications in auto, industrial machinery, sanitary, electrical equipment, railways, etc. It posted 1104% higher Q1FY22 EPS of Rs 12 on its tiny capital of Rs 2.8 cr. that could lead to FY22 EPS of Rs 60. The share can gain 75% from hereon. Buy.

Mallcom (India), the leading Personal Protective Equipment maker covering head to toe with helmets, face masks, garments, rainwear, leather gloves, nitrile gloves, shoes, etc. sold in over 50 countries has notched 67% higher Q1 EPS of Rs 8, which could lead to FY22 EPS of Rs 55 as against Rs 41 in FY21. The share may touch Rs 825 in the medium term. Add.

Savita Oil Technologies, pioneer in petroleum specialty products is now a well-diversified co. marketing its products in over 75 countries. It posted 631% higher Q1FY22 EPS of Rs 55.6 against FY21 EPS of Rs 159, which could lead to FY22 EPS of Rs 230. The share is expected to fetch a decent gain of 50%. Buy.

Nahar Industrial Enterprises, a vertically-integrated textile manufacturer, also has a 2500 TCD per day sugar unit. It has posted Q1FY22 EPS of Rs 8.7, which could lead to FY22 EPS of Rs 27+. The share is expected to double from the current level. Buy.

Dhunseri Ventures, which is in the process of setting up a 45,000 TPA polyester packaging plant at Rs 400 cr., has notched Q1FY22 consolidated EPS of Rs 27.7 against FY21 consolidated EPS of Rs 66.3. Its FY22 EPS could be over Rs 100 and the share may double from the current level.

Nile Ltd., producer of Lead and its alloys, is setting up a Lithium ion recycling plant and diversifying into natural extracts. Its 606% higher Q4FY21 EPS of Rs 19.3 and 27% higher FY21 EPS of Rs 46.2 on its small equity of Rs 3 cr. could lead to FY22 EPS of Rs 60+. This share, which touched a high of Rs 1164 on 7 Nov 2017, is all set to touch Rs 900 in the medium term.

Vindhya Telelinks, which is into telecom cables and its EPC business, has notched 116% higher Q1FY22 EPS of Rs 56 and is expected to notch FY22 EPS of Rs 300 against Rs 228 in FY21 and turn virtually debt-free with a strong cash flow within two years. A P/E of 10x could take its share price to Rs 3000 in the medium-to-long term. Add.

Technocraft Industries, which manufactures drum closures, scaffoldings, formwork, yarn & fabrics and engineering and design and has a power plant of 15 MW, has notched 145% higher Q1FY22 EPS of Rs 28.6 against FY21 EPS of Rs 53.2 and is expected to clock FY22 EPS of Rs 85. The share has the potential to touch Rs 1020 at a P/E of 12x. Buy.

Jammu & Kashmir Bank posted Q4FY21 EPS of Rs 4.5 and FY21 EPS of Rs 6, which could lead to FY22 EPS of Rs 10+. The share is expected to double from the current level.

Rain Industries, one of the largest calcined petroleum coke, cement, tar distillation and specialty chemicals manufacturer with facilities in 8 countries across 3 continents has notched 90% higher Q2CY21 EPS of Rs 7 and H1CY21 EPS of Rs 13.1, which could lead to CY21 EPS of Rs 30. The share could touch the Rs 300 mark.
*😭Stock Markets are witnessing something which is normally not seen👇*

*🀄️Food Delivery IPO is Valued 1000 times the Restuarants valuations - Zomato - HUGE LOSS MAKING COMPANY*

*🀄️Car Broker for Used & Second hand car Broker showed 100 crores of Profits - Valuations are higher than Car 🚗 Manufacturers - IPO - CARTRADE.COM*

*🀄️Insurance Brokers coming out with IPO at Valuations more than the INSURANCE COMPANIES - POLICYBAZAR.COM*

*🀄️OYO ROOMS coming out with a Huge IPO at Valuations more than TAJ AND OBEROI HOTEL GROUPS - Not owning a Single Hotel Room*

*🀄️Start ups and Online Platforms Businesses are very very Risky business - Normally less than 10% can make profits after 5-7 years - PE FUNDS AND VENTURE CAPITAL FUNDS having very RISK APPETITE can Finance such Businesses - Even Private & PSU Banks Normally avoid Financing such ventures*

*🀄️Now Mutual funds Distribution & Brokers coming out with IPO and may be the VALUATIONS may be more than the AMCs *

*🔥REQUESTING ALL RETAIL INVESTORS to please THINK, UNDERSTAND & DECIDE - WHOLE SYSTEM is out to Rob and Loot your MONEY - PROTECT YOURSELF FROM SUCH IPOs - We have seen hundreds & thousands of such IPO companies over last 3 Decades who have Vanished*

*🙏SOS TO ALL AUTHORITIES - SEBI, RBI, MOF, MCA,BSE,NSE, INVESTOR PROTECTION FORUMS AND PUBLIC TO STOP SUCH LOSS MAKING COMPANIES FROM COMING OUT WITH IPOs🙏*

CA ANIL JAIN - AHMEDABAD
*Good Morning*
• India Aims to Spend $1.4 Trillion Building Infrastructure
• Biggest Gas Producer Expects India Prices to Jump Helping Income
• Top India LNG Buyer Says High Prices Forcing Purchase Deferrals
• Vodafone Idea Posts a Loss Again as Rivals Lure Away Users
• India’s Chronic Disease Burden Helped Fuel Covid’s Brutal Waves
• Mumbai to Resume Train Services That Ferry 8 Million a Day
• India Top Court Defers Hearing Pegasus Case to Aug. 16
• Dissent In Democracy Is Vital: Bombay High Court On Partially Staying IT Rules
• Modi Sees $1.3 Billion Investment From ‘Cash-For-Clunkers’ Plan
• India’s Ola Electric Prices E-Scooter Near Traditional Bikes
• Taliban Reach Kabul, Ghani Departs as U.S. Evacuates Embassy
• The U.S. Can’t Walk Away From Afghanistan: Michael R. Bloomberg
• Crypto Market Retakes $2 Trillion Market Cap Amid Bitcoin Gains
• U.S. Yields Set to Tighten Grip on Emerging-Market Currencies
• Vodafone Idea (IDEA): 1Q net loss 73.2b rupees, est loss 63.87b
• Minda Ind (MNDA): 1Q net income 154.2m rupees, est 607.3m
• JK Cement (JKCE) 1Q Net Income Beats Estimates
• Poonawalla Fincorp (POONAWAL) 1Q Net Income Beats Estimates
• Ruchi Soya (RSI) 1Q Net Income 1.74B Rupees Vs. 122.6M Rupees Y/y
• Dilip Buildcon (DBK) 1Q Net Income Misses Estimates
• Amara Raja (AMRJ) 1Q Net Income Misses Estimates
*SGX Nifty -3 pts (16515) from last trade 16518*

Nikkei -388 pts ,
Hangseng -26 pts ,
Now @6.53am .

Dow +15.53 pts ,Nsdq +6.64 pts, S&P +7.17 pts, Bovespa +492 pts , Ftse +25 pts  , Dax +39 pts , Cac +13 pts , Crude @ $67.57 brl (-0.88), Brent @ $69.76 brl (-0.84) , Gold @ 1781.70 (+3.60), Silver @ $23.69 (-0.08), Euro @ $1.1794, JPY @ $109.54,  INR @ 74.245

*Today's Corporate Action*
*16th  Aug Ex Date*
None

*Today's Key Results/Board Meetings*
*16-Aug-21*
APCL
General

ARL
A.G.M.

INFLAME
General

POOJA
General

PRIMEFRESH
Issue Of Warrants; General

SHARP
Audited Results

SHINEFASH
Audited Results

*Stock under F&O ban on NSE*
*16-Aug-21*
1CADILAHC
2CANBK
3IBULHSGFIN
4NATIONALUM
5PNB
6RBLBANK
7SAIL
8SUNTV
Result Highlights

Info Edge (India) Ltd.: Net Revenue at Rs. 327.3 crore, +14.8% YoY and +10.4% QoQ. EBITDA at Rs. 98.7 crore, -5.1% YoY and +89.3% QoQ. EBITDA Margin at 30.2%, -634 bps YoY and +1258 bps QoQ. Net Profit at Rs. 155.3 crore, +65.8% YoY and -49.6% QoQ.

Ruchi Soya Industries Ltd.: Net Revenue at Rs. 5266.2 crore, +73.1% YoY and +8.8% QoQ. EBITDA at Rs. 331.0 crore, +168% YoY and +32.6% QoQ. EBITDA Margin at 6.3%, +223 bps YoY and +113 bps QoQ. Net Profit at Rs. 173.5 crore, Rs. 12.3 crore YoY and -44.8% QoQ.

Vodafone Idea Ltd.: Net Revenue at Rs. 9152.3 crore, -14.1% YoY and -4.7% QoQ. EBITDA at Rs. 3707.7 crore, -9.5% YoY and -15.9% QoQ. EBITDA Margin at 40.5%, +206 bps YoY and -538 bps QoQ. Net Profit at Rs. -7319.1 crore, Rs. -25460.0 crore YoY, Rs. -7022.8 crore QoQ.

JK Cement Ltd.: Net Revenue at Rs. 1714.2 crore, +70.6% YoY and -19.7% QoQ. EBITDA at Rs. 402.9 crore, +89.5% YoY and -9.3% QoQ. EBITDA Margin at 23.5%, +235 bps YoY and +268 bps QoQ. Net Profit at Rs. 190.1 crore, +280.6% YoY and -11.3% QoQ.

Minda Industries Ltd.: Net Revenue at Rs. 1602.6 crore, +242.5% YoY and -28.4% QoQ. EBITDA at Rs. 146.7 crore, Rs. -84.4 crore YoY and -51.4% QoQ. EBITDA Margin at 9.2%, +2719 bps YoY and -432 bps QoQ. Net Profit at Rs. 24.9 crore, Rs. -151.1 crore YoY and -84.8% QoQ.

Rajesh Exports Ltd.: Net Revenue at Rs. 50897.0 crore, +10.5% YoY and -21.1% QoQ. EBITDA at Rs. 301.5 crore, +62.2% YoY and -7.6% QoQ. EBITDA Margin at 0.6%, +19 bps YoY and +9 bps QoQ. Net Profit at Rs. 278.4 crore, +83% YoY and -4.9% QoQ. Ashika

Amara Raja Batteries Ltd.: Net Revenue at Rs. 1886.2 crore, +63.8% YoY and -10.3% QoQ. EBITDA at Rs. 250.0 crore, +64.2% YoY and -21% QoQ. EBITDA Margin at 13.3%, +3 bps YoY and -179 bps QoQ. Net Profit at Rs. 124.1 crore, +98.6% YoY and -34.5% QoQ.

Poonawalla Fincorp Ltd.: NII at Rs. 276.8 crore, +2.3% YoY and -14.1% QoQ. Net Profit at Rs. 64.5 crore, Rs. 34.7 crore YoY, Rs. -646.1 crore QoQ.

Sheela Foam Ltd.: Net Revenue at Rs. 551.3 crore, +104.9% YoY and -24.8% QoQ. EBITDA at Rs. 38.3 crore, +37.5% YoY and -54.5% QoQ. EBITDA Margin at 6.9%, -341 bps YoY and -454 bps QoQ. Net Profit at Rs. 25.1 crore, +112.9% YoY and -57% QoQ.

SJVN Ltd.: Net Revenue at Rs. 662.5 crore, -1.7% YoY and +42.8% QoQ. EBITDA at Rs. 508.3 crore, -1.6% YoY and +110.5% QoQ. EBITDA Margin at 76.7%, +4 bps YoY and +2466 bps QoQ. Net Profit at Rs. 342.1 crore, +12.6% YoY and -44.8% QoQ. Ashika

Dilip Buildcon Ltd.: Net Revenue at Rs. 2438.3 crore, +16.1% YoY and -22.2% QoQ. EBITDA at Rs. 456.1 crore, -1.1% YoY and -21.9% QoQ. EBITDA Margin at 18.7%, -325 bps YoY and +7 bps QoQ. Net Profit at Rs. 328.7 crore, +547.8% YoY and +76.5% QoQ.

Triveni Engineering & Industries Ltd.: Net Revenue at Rs. 1111.5 crore, -9.2% YoY and -6.4% QoQ. EBITDA at Rs. 149.6 crore, -3.9% YoY and -8.9% QoQ. EBITDA Margin at 13.5%, +74 bps YoY and -37 bps QoQ. Net Profit at Rs. 92.3 crore, +10.2% YoY and +8.6% QoQ.

Tatva Chintan Pharma Chem Ltd.: Net Revenue at Rs. 106.8 crore, +107.3% YoY and -1.7% QoQ. EBITDA at Rs. 25.8 crore, +149.6% YoY and +5.5% QoQ. EBITDA Margin at 24.2%, +409 bps YoY and +165 bps QoQ. Net Profit at Rs. 23.2 crore, +245% YoY and +9.6% QoQ.

Sterling and Wilson Solar Ltd.: Net Revenue at Rs. 1194.6 crore, +11.9% YoY and -12.5% QoQ. EBITDA at Rs. -103.7 crore, Rs. 16.6 crore YoY, Rs. -424.3 crore QoQ. Net Profit at Rs. -76.0 crore, Rs. 17.2 crore YoY, Rs. -344.8 crore QoQ.

Shilpa Medicare Ltd.: Net Revenue at Rs. 237.4 crore, +6.5% YoY and +14.1% QoQ. EBITDA at Rs. 31.9 crore, -51.5% YoY and +21.7% QoQ. EBITDA Margin at 13.4%, -1607 bps YoY and +84 bps QoQ. Net Profit at Rs. 16.1 crore, -81.2% YoY and +112.3% QoQ. Ashika

Sobha Ltd.: Net Revenue at Rs. 512.3 crore, +46.4% YoY and -7.4% QoQ. EBITDA at Rs. 201.4 crore, +4.1% YoY and +34.5% QoQ. EBITDA Margin at 39.3%, -1594 bps YoY and +1226 bps QoQ. Net Profit at Rs. 10.8 crore, +63.6% YoY and -39.7% QoQ.
Polyplex Corporation Ltd.: Net Revenue at Rs. 1439.9 crore, +24.2% YoY and +11.3% QoQ. EBITDA at Rs. 274.2 crore, -12.1% YoY and +3.9% QoQ. EBITDA Margin at 19%, -786 bps YoY and -135 bps QoQ. Net Profit at Rs. 185.7 crore, -43.7% YoY and -9.4% QoQ. Ashika

Spandana Sphoorty Financial Ltd.: NII at Rs. 290.8 crore, +20.7% YoY and -13.4% QoQ. Net Profit at Rs. 54.8 crore, -7.2% YoY and +11.2% QoQ.

Easy Trip Planners Ltd.: Net Revenue at Rs. 18.7 crore, +425.3% YoY and -67.4% QoQ. EBITDA at Rs. 5.2 crore, Rs. -4.8 crore YoY and -84% QoQ. EBITDA Margin at 27.7%, +16099 bps YoY and -2865 bps QoQ. Net Profit at Rs. 15.4 crore, Rs. 2.5 crore YoY and -49.4% QoQ. Ashika

Valiant Organics Ltd.: Net Revenue at Rs. 244.1 crore, +65.5% YoY and +4.3% QoQ. EBITDA at Rs. 49.7 crore, +6.4% YoY and -14.8% QoQ. EBITDA Margin at 20.4%, -1132 bps YoY and -457 bps QoQ. Net Profit at Rs. 28.6 crore, -3.3% YoY and -17.4% QoQ.

Uflex Ltd.: Net Revenue at Rs. 2756.6 crore, +38.3% YoY and +7.5% QoQ. EBITDA at Rs. 497.9 crore, +19.6% YoY and -2.1% QoQ. EBITDA Margin at 18.1%, -283 bps YoY and -178 bps QoQ. Net Profit at Rs. 264.3 crore, +34.5% YoY and -0.3% QoQ. Ashika

Jindal Poly Films Ltd.: Net Revenue at Rs. 1341.1 crore, +73.9% YoY and +16.5% QoQ. EBITDA at Rs. 327.0 crore, +52.4% YoY and +34.2% QoQ. EBITDA Margin at 24.4%, -343 bps YoY and +322 bps QoQ. Net Profit at Rs. 231.9 crore, +77.9% YoY and +0.6% QoQ.

Jamna Auto Industries Ltd.: Net Revenue at Rs. 295.3 crore, +352.6% YoY and -39% QoQ. EBITDA at Rs. 35.3 crore, Rs. -7.2 crore YoY and -51.1% QoQ. EBITDA Margin at 11.9%, +2299 bps YoY and -293 bps QoQ. Net Profit at Rs. 19.5 crore, Rs. -12.7 crore YoY and -59% QoQ.

Amrutanjan Health Care Ltd.: Net Revenue at Rs. 78.2 crore, +67.8% YoY and -16.8% QoQ. EBITDA at Rs. 14.6 crore, +91.4% YoY and +17.5% QoQ. EBITDA Margin at 18.6%, +229 bps YoY and +544 bps QoQ. Net Profit at Rs. 12.1 crore, +87.6% YoY and +17.9% QoQ.