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HCL Tech Q1FY22 result

- Net profit of Rs 3,205 Cr, 9.35% up 🔼 YoY

- Total income of Rs 20,323 Cr against Rs 18,137 Cr last year

- Reported an EPS of Rs 11.81

- Total expense of Rs 16,223 Cr against Rs 14,275 Cr a year back
*At the root of this economic catastrophe is a bizarre overnight flip by Rajapaksa’s government on 29 April to ban the import of chemical fertilisers and any other agrochemicals to make the Indian Ocean nation the first in the world to practice organic-only agriculture.*
The result: prices of daily food items like sugar, rice and onions have soared over twice, with sugar even touching record Rs 200/kg; kerosene oil and cooking gas prices are surging; tea crops are predicted to fail in October; and there are fears over a hit to production of other crucial export crops like cinnamon, pepper, rubber, cardamom, cloves, nutmeg, betel leaves, cocoa, and vanilla.


https://theprint.in/world/how-sri-lankas-overnight-flip-to-total-organic-farming-has-led-to-an-economic-disaster/728414/
Brief thread on CAMS vs HDFC AMC

There are few retail investors having doubt of misunderstanding that CAMS is in same business as HDFC AMC as both look like assets management companies

CAMS is not AMC but its RTA

but they depend on growth of Client's AMC businesses (HDFC MF, Aditya Birla MF etc)

CAMS is RTA, which provides related services that will give constant, regular income - sticky business as mobility is not easy and it is a fraction of cost for AMCs. They are foraying into other areas like payment, etc.

HDFC AMC success is based on getting more customers, good performance of their schemes, competition is flaring up with so many low cost MF schemes launched by competition (Navi, Zerodha, Paytm etc).


As an investor, I am more keen on CAMS - its market leadership, and in general MFs have long growth path ahead. Its akin to a platform business.


CAMS is registrar, while HDFC asset management is a mutual fund house managing their fund schemes

Registrar business is very cumbersome and has entry barriers. CAMS does a bit of MF business side by side ( MF distribution channel ) whereas HDFC AMC is not involved in registrar business.

Cams has 70% market share in MF registry business. NBFC account aggregation and insurance repository are both evolving with long run way ahead.


HDFC AMC are investors in CAMS .
VST Tillers Tractors

The company has entered into an agreement with ETG (Export Trading Group), for distribution of its tractors, power tillers, power reapers and diesel engines in the Southern African markets including South Africa, Namibia, Botswana, Zimbabwe, Swaziland, and Zambia.
*Nuvoco Vistas Corporation Ltd.* | *CMP* Rs. 567 | *M Cap* Rs. 20265 Cr | *52 W H/L* 578/471
(Nirmal Bang Retail Research)
*Result Improved*
Revenue from Operations came at Rs. 2203 Cr (-16.3% QoQ, 161.8% YoY) vs QoQ Rs. 2631.6 Cr, YoY Rs. 841.5 Cr
EBIDTA came at Rs. 514.3 Cr (-1.9% QoQ, 318.5% YoY) vs QoQ Rs. 524.1 Cr, YoY Rs. 122.9 Cr
EBITDA Margin came at 23.3% vs QoQ 19.9%, YoY 14.6%
Adj. PAT came at Rs. 114.3 Cr vs QoQ Rs. 37.5 Cr, YoY Rs. -91.4 Cr
Quarter EPS is Rs. 3.4
National Aluminium has declared the dividend of Rs.1 and ex date will be 23rd Sep.
GM jsk stock in news ril,vatech,jainirr,trivenitur,grmover,vst,asianpaint, welspunndia,alembicphar,alhuwalia,tarc,cadila, equitas small,hul,nazaratec,nuvoco. Negative stocks DishTV,dhampur,thyrocare. Nifty range 17300-17450.
_*Bulk Deal & Insider Trade Update*_

Bulk Deals
*Balrampur Chini Mills : Balrampur Chini Mills Ltd Buy 1129869 Shares @ Rs. 366.53

*Wonderla Holidays Ltd. : Valuequest India Moat Fund Limited Sell 348251 Shares @ Rs. 238.11
Ashika

Insider Trade
Acquisition*
*Veda Nilesh Gupta Promoter Acquisition 2650 shares of Lupin Ltd. on 03-Sep-21

*Neel Deshbandhu Gupta Promoter Acquisition 2650 shares of Lupin Ltd. on 03-Sep-21

*ADVENTZ FINANCE PRIVATE LIMITED Promoter Group Acquisition 5000 shares of Mangalore Chemicals & Fertilizers Ltd. on 03-Sep-21

*Urmila Bhuwalka Promoter Group Acquisition 27736 shares of Jindal Steel & Power Ltd.

*BHARAT P MEHTA Promoter Group Acquisition 2500 shares of Sasken Technologies Ltd on 03-Sep-21

*DIPAK HARKISAN DESAI Promoter Group Acquisition 2758 shares of Sasken Technologies Ltd on 02-Sep-21

*Infinite Trade and Investments Limited Promoter Group Acquisition 520000 shares of Adani Green Energy Ltd on 03-Sep-21

**Disposal
*Nilesh D. Gupta Promoter Disposal 5300 shares of Lupin Ltd. on 03-Sep-21

*HARKISAN GIRDHARLAL DESAI Promoter Group Disposal 2758 shares of Sasken Technologies Ltd on 02-Sep-21

*SBI Life Insurance Company Limited Promoter Group Disposal 300000 shares of Sbi Cards And Payment Services Ltd on 03-Sep-21

*Mrudula Sushilkumar Parekh Promoter Group Disposal 200000 shares of Pidilite Industries Ltd.

*Promoter Group Disposal 34972999 shares of Thyrocare Technologies Ltd

Pledge
*Siddeshwari Tradex Private Limited Promoter Group Pledge 500000 shares of Jindal Steel & Power Ltd. on 03-Sep-21

*Rashmi Saluja Director Pledge 1425000 shares of Religare Enterprises Ltd. on 02-Sep-21

*Aura Securities Private Limited Promoter Pledge 2600000 shares of Arvind Fashions Ltd on 03-Sep-21

Revoke
*OPJ Trading Private Limited Promoter Group Revoke 1710000 shares of Jindal Steel & Power Ltd. on 31-Aug-21

*Siddeshwari Tradex Private Limited Promoter Group Revoke 250000 shares of Jindal Steel & Power Ltd. on 02-Sep-21
Ashika

Dividend Update
*Anjani Portland Cement Ltd. Final Dividend Rs. 5 Ex Date 07-Sep-2021
*Ashok Alco-Chem Ltd. Final Dividend Rs. 0.5 Ex Date 07-Sep-2021
*Axtel Industries Ltd. Dividend Rs. 3 Ex Date 07-Sep-2021
*Baid Leasing & Finance Company Ltd. Final Dividend Rs. 0.5 Ex Date 07-Sep-2021
*Beardsell Ltd. Dividend Rs. 0.1 Ex Date 07-Sep-2021
*Capri Global Capital Ltd. Dividend Rs. 0.4 Ex Date 07-Sep-2021
*Compuage Infocom Ltd. Final Dividend Rs. 0.2 Ex Date 07-Sep-2021
*Compucom Software Ltd. Final Dividend Rs. 0.3 Ex Date 07-Sep-2021
*Coromandel Agro Products & Oils Ltd. Final Dividend Rs. 2 Ex Date 07-Sep-2021
*Cybertech Systems & Software Ltd. Final Dividend Rs. 1 Ex Date 07-Sep-2021
*Goodricke Group Ltd. Dividend Rs. 3 Ex Date 07-Sep-2021
*Jeevan Scientific Technology Ltd. Dividend Rs. 0.5 Ex Date 07-Sep-2021
*KIOCL Ltd Final Dividend Rs. 1.64 Ex Date 07-Sep-2021
*Panasonic Carbon India Company Ltd. Dividend Rs. 12 Ex Date 07-Sep-2021
*Parag Milk Foods Ltd. Final Dividend Rs. 0.5 Ex Date 07-Sep-2021
*Praxis Home Retail Ltd. Right Issue of Equity Shares Ex Date 07-Sep-2021
#N/A
*Radix Industries (India) Ltd. Final Dividend Rs. 0.5 Ex Date 07-Sep-2021
*Shivalik Bimetal Controls Ltd. Final Dividend Rs. 0.3 Ex Date 07-Sep-2021
*Swan Energy Ltd. Dividend Rs. 0.1 Ex Date 07-Sep-2021
*Triveni Turbine Ltd. Final Dividend Rs. 1.2 Ex Date 07-Sep-2021
*63 Moons Technologies Ltd. Dividend Rs. 2 Ex Date 08-Sep-2021
*Acrysil Ltd. Final Dividend Rs. 1.2 Ex Date 08-Sep-2021
*Ajmera Realty & Infra India Ltd. Final Dividend Rs. 1.4 Ex Date 08-Sep-2021
*Asian Granito India Ltd. Right Issue of Equity Shares Ex Date 08-Sep-2021
*Bannari Amman Spinning Mills Ltd. Right Issue of Equity Shares Ex Date 08-Sep-2021
*B&A Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Creative Castings Ltd. Final Dividend Rs. 10 Ex Date 08-Sep-2021
*Dhanvarsha Finvest Ltd. Final Dividend Rs. 0.05 Ex Date 08-Sep-2021
*Dhunseri Investments Ltd. Dividend Rs. 2.5 Ex Date 08-Sep-2021
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07:27
*Everest Organics Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Filatex India Ltd. Final Dividend Rs. 0.4 Ex Date 08-Sep-2021
*Flex Foods Ltd. Dividend Rs. 1 Ex Date 08-Sep-2021
*Garware Technical Fibres Ltd. Final Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Genus Power Infrastructures Ltd. Dividend Rs. 0.5 Ex Date 08-Sep-2021
*Glenmark Pharmaceuticals Ltd. Final Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Gowra Leasing & Finance Ltd. Dividend Rs. 1 Ex Date 08-Sep-2021
*Gujarat State Fertilizers & Chemicals Ltd. Dividend Rs. 2.2 Ex Date 08-Sep-2021
*Gujarat State Petronet Ltd. Dividend Rs. 2 Ex Date 08-Sep-2021
*Gujarat Gas Ltd. Dividend Rs. 2 Ex Date 08-Sep-2021
*Gujarat Intrux Ltd. Final Dividend Rs. 3 Ex Date 08-Sep-2021
*Gulf Oil Lubricants India Ltd. Final Dividend Rs. 9 Ex Date 08-Sep-2021
*Gulshan Polyols Ltd. Final Dividend Rs. 0.4 Ex Date 08-Sep-2021
*Hisar Metal Industries Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*IOL Chemicals & Pharmaceuticals Ltd. Final Dividend Rs. 2 Ex Date 08-Sep-2021
*ISGEC Heavy Engineering Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Jaysynth Dyestuff (India) Ltd. Dividend Rs. 0.2 Ex Date 08-Sep-2021
*Kamdhenu Ltd. Final Dividend Rs. 0.8 Ex Date 08-Sep-2021
*Lotus Eye Hospital And Institute Ltd. Final Dividend Rs. 0.5 Ex Date 08-Sep-2021
*Lohia Securities Ltd. Final Dividend Rs. 2.7 Ex Date 08-Sep-2021
*Mangalore Chemicals & Fertilizers Ltd. Dividend Rs. 1 Ex Date 08-Sep-2021
*Mangalam Cement Ltd. Dividend Rs. 1.5 Ex Date 08-Sep-2021
*Maris Spinners Ltd. Dividend Rs. 1 Ex Date 08-Sep-2021
*Mazda Ltd. Final Dividend Rs. 11 Ex Date 08-Sep-2021
*Mahindra Holidays & Resorts India Ltd. Bonus issue 1:2 Ex Date 08-Sep-2021
*Mitsu Chem Plast Ltd. Final Dividend Rs. 0.2 Ex Date 08-Sep-2021
*MOIL Ltd. Final Dividend Rs. 4.9 Ex Date 08-Sep-2021
*Mukand Ltd. Dividend Rs. 1 Ex Date 08-Sep-2021
*Nitin Spinners Ltd. Dividend Rs. 1.5 Ex Date 08-Sep-2021
*NTPC Ltd. Final Dividend Rs. 3.15 Ex Date 08-Sep-2021
*Oil & Natural Gas Corporation Ltd. Final Dividend Rs. 1.85 Ex Date 08-Sep-2021
*Pilani Investment & Industries Corporation Ltd. Final Dividend Rs. 15 Ex Date 08-Sep-2021
*Pondy Oxides & Chemicals Ltd. Final Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Power Grid Corporation Of India Ltd. Final Dividend Rs. 3 Ex Date 08-Sep-2021
*Premier Polyfilm Ltd. Dividend Rs. 0.5 Ex Date 08-Sep-2021
*PSP Projects Ltd. Final Dividend Rs. 4 Ex Date 08-Sep-2021
*PTC India Ltd. Final Dividend Rs. 5.5 Ex Date 08-Sep-2021
*Ram Ratna Wires Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Rishiroop Ltd. Buy Back of Shares Ex Date 08-Sep-2021
*RJ Shah & Company Ltd. Dividend Rs. 2.5 Ex Date 08-Sep-2021
#N/A
*Sahyadri Industries Ltd. Final Dividend Rs. 3.5 Ex Date 08-Sep-2021
*Salasar Techno Engineering Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Sequent Scientific Ltd. Final Dividend Rs. 0.5 Ex Date 08-Sep-2021
*Shree Ganesh Remedies Ltd. Final Dividend Rs. 1.75 Ex Date 08-Sep-2021
*Singer India Ltd. Final Dividend Rs. 0.5 Ex Date 08-Sep-2021
*Sumedha Fiscal Services Ltd. Final Dividend Rs. 1 Ex Date 08-Sep-2021
*Supershakti Metaliks Ltd. Final Dividend Rs. 0.5 Ex Date 08-Sep-2021
*Tribhovandas Bhimji Zaveri Ltd. Final Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Themis Medicare Ltd. Final Dividend Rs. 4.3 Ex Date 08-Sep-2021
*Triveni Engineering & Industries Ltd. Final Dividend Rs. 1.75 Ex Date 08-Sep-2021
*TV Today Network Ltd. Final Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Uflex Ltd. Dividend Rs. 2.5 Ex Date 08-Sep-2021
*Ugar Sugar Works Ltd. Final Dividend Rs. 0.2 Ex Date 08-Sep-2021
*Vedanta Ltd. Interim Dividend Rs. 18.5 Ex Date 08-Sep-2021
*Vipul Organics Ltd. Final Dividend Rs. 0.9 Ex Date 08-Sep-2021
*Good Morning*
• End Game of U.S. Withdrawal Wasn’t What Anyone Saw: Jaishankar
• India Asks Power Cos to Boost Output From Captive Coal Mines
• RBI Announces Additional Operations to Mop Up Excess Liquidity
• India Bond-Earnings Yield Gap in Uncomfortable Zone: Jefferies
• Palm Oil Prices Extend Advance on Positive India Demand Outlook
• India Cumulative Monsoon Rainfall 9% Below Normal as of Sept. 6
• India Stocks Extend Record Run as Realty, Tech Stocks Gain
• Global Funds Sell Net INR5.89B of India Stocks on Monday: NSE
o Domestic funds buy net 5.47b rupees of stocks
• Foreign Investors Sell Net INR6.35B of India Equities on Sept. 3
• Foreigners Buy Net INR48B of Indian Equity Derivatives Monday
• Gold Retreats From Near Seven-Week High as Dollar Rebounds
• Working at fast pace to restore air traffic to pre-COVID-19 levels: Scindia: PTI
• Sugar output may drop to 30.5 mn tn next season with more cane diversion to ethanol: PTI
• PM Modi to chair BRICS Summit on Thursday: PTI
• Ashapura Minechem (ASMN): Says its operations in Guinea continue to be normal
• Dish TV (DITV): Says Yes Bank (YES) seeks to replace some directors
• Nuvoco Vistas Corp (NUVOCO): 1Q group net income 1.14b rupees vs 913.8m year ago; revenue INR22.03b vs 8.42b y/y