*State Bank of India Ltd.* | *CMP* Rs. 203 | *M Cap* Rs. 180723 Cr | *52 W H/L* 351/149
(Nirmal Bang Retail Research)
*Result is above expectations*
Net Interest Income came at Rs. 28182 Cr vs expectation of Rs. 27089 Cr, YoY Rs. 24600 Cr, QoQ Rs. 26642 Cr
Non Interest Income came at Rs. 8528 Cr vs expectation of Rs. 8081 Cr, YoY Rs. 8538 Cr, QoQ Rs. 7957 Cr
PBP came at Rs. 16460 Cr vs expectation of Rs. 15978 Cr, YoY Rs. 14714 Cr, QoQ Rs. 16521 Cr
Provisions came at Rs. 10118 Cr vs expectation of Rs. 12054 Cr, YoY Rs. 13139 Cr, QoQ Rs. 12501 Cr
Bank made covid provisions of Rs. 239 Cr taking cumulative covid provisions to Rs. 3,247 Cr (0.14% of AUM)
Adj. PAT came at Rs. 4574 Cr vs expectation of Rs. 3518 Cr, YoY Rs. 3012 Cr, QoQ Rs. 4189 Cr
Gross NPA came at Rs. 125863 Cr vs QoQ Rs. 129661 Cr at 5.28% vs QoQ 5.44%
Net NPA came at Rs. 36451 Cr vs QoQ Rs. 42704 Cr at 1.59% vs QoQ 1.86%
Share is trading at P/E of 8.7x FY22E EPS & 0.5x trailing P/Adj. BV (adj. for subsidiaries value)

# Collection efficiency data is awaited

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BULK DEAL IN ADANIPORT OF 3.02 CRORE @ 352 IN BSE
CMP 353

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*Datamatics Global Services Ltd.* | *CMP* Rs. 74 | *M Cap* Rs. 436 Cr | *52 W H/L* 90/27
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 285.6 Cr (3.1% QoQ, -3.7% YoY) vs QoQ Rs. 277.1 Cr, YoY Rs. 296.7 Cr
EBIDTA came at Rs. 33.1 Cr (16% QoQ, -1.6% YoY) vs QoQ Rs. 28.6 Cr, YoY Rs. 33.7 Cr
EBITDA Margin came at 11.6% vs QoQ 10.3%, YoY 11.3%
Adj. PAT came at Rs. 17 Cr vs QoQ Rs. 14.1 Cr, YoY Rs. 19.9 Cr
Quarter EPS is Rs. 2.9
Share is trading at P/E of 7.8x TTM EPS

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SBI: Jul-Sep provisions 101.2 bln rupees vs 131.4 bln
SBI: Jul-Sep NPA provisions 56.2 bln rupees vs 110.4 bln
SBI: Total COVID-19 provision at 32.5 bln rupees as on Sep 30
SBI: Jul-Sep COVID-19 provision at 2.4 bln rupees

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*SBI:* Jul-Sep net profit 45.7 bln rupees vs 30.1 bln
Analysts estimated SBI Jul-Sep net profit 33.52 bln rupees
SBI: Jul-Sep total income 753.4 bln rupees vs 728.5 bln
SBI gross NPA ratio 5.28% as on Sep 30 vs 5.44% quarter ago
SBI net NPA ratio 1.59% as on Sep 30 vs 1.86% quarter ago
SBI: Basel III capital adequacy ratio 14.72% as on Sep 30

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*How USA appoints it's President?*

American people will vote on 3 Nov. They will vote for electors. Electors are like MP /MLA in India.

*These electors will vote on 14 dec and decide who will win Trump or Biden*

The counting for votes by people will began on 4th nov and has to be completed by 8th dec.

Once that counting is done, the electors of each state will get the data of who the people of that state wants to see as president.

(During last election Hillary Clinton had got more vote from people, but the electors choose Trump and he won the election)

On 14th dec the electors will vote and elect the president of USA.

To become president a person needs more than 270 electors vote out of total of 538.

The exit poll will be published by news channels as soon as election is over on 3nd nov.
But that will not be final result.the final result will come on 14th dec .

*In short Markets will react twice once on 4th nov on exit poll and other on 14-15th dec after declaration of result.*

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*Asahi India Glass Ltd.* | *CMP* Rs. 222 | *M Cap* Rs. 5397 Cr | *52 W H/L* 277/118
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 638.8 Cr (179.9% QoQ, -1.1% YoY) vs QoQ Rs. 228.2 Cr, YoY Rs. 645.8 Cr
EBIDTA came at Rs. 122.2 Cr (-494.1% QoQ, 12.8% YoY) vs QoQ Rs. -31 Cr, YoY Rs. 108.3 Cr
EBITDA Margin came at 19.1% vs QoQ -13.6%, YoY 16.8%
Adj. PAT came at Rs. 37.3 Cr vs QoQ Rs. -62.7 Cr, YoY Rs. 29.2 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 26.4x FY22E EPS

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BULK DEAL IN POWERGRID OF 50.10 LK @ 177.15 IN NSE
CMP 177.5 -1.5%

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On Lighter Note

Trump Or Biden jo bhi ae ITC ko koi hila k batae.

😂😂😂

*Visaka Industries Ltd.* | *CMP* Rs. 357 | *M Cap* Rs. 575 Cr | *52 W H/L* 387/94
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 226.2 Cr (-20.7% QoQ, -1% YoY) vs QoQ Rs. 285.2 Cr, YoY Rs. 228.4 Cr
EBIDTA came at Rs. 40.6 Cr (-30.4% QoQ, 122.3% YoY) vs QoQ Rs. 58.3 Cr, YoY Rs. 18.3 Cr
EBITDA Margin came at 17.9% vs QoQ 20.4%, YoY 8%
Adj. PAT came at Rs. 22.3 Cr vs QoQ Rs. 34.4 Cr, YoY Rs. 13.2 Cr
Quarter EPS is Rs. 13.9
Share is trading at P/E of 8.1x FY22E EPS

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*Jyothy Labs Ltd.* | *CMP* Rs. 133 | *M Cap* Rs. 4884 Cr | *52 W H/L* 185/85
(Nirmal Bang Retail Research)
*Result inline with expectation*
Revenue from Operations came at Rs. 504.5 Cr (16.5% QoQ, 6.2% YoY) vs expectation of Rs. 494.7 Cr, QoQ Rs. 432.9 Cr, YoY Rs. 474.9 Cr
EBIDTA came at Rs. 87.4 Cr (14.3% QoQ, 11.1% YoY) vs expectation of Rs. 85.7 Cr, QoQ Rs. 76.5 Cr, YoY Rs. 78.7 Cr
EBITDA Margin came at 17.3% vs expectation of 17.3%, QoQ 17.7%, YoY 16.6%
Adj. PAT came at Rs. 60.1 Cr vs expectation of Rs. 58.7 Cr, QoQ Rs. 52.3 Cr, YoY Rs. 55.7 Cr
Quarter EPS is Rs. 1.6
Share is trading at P/E of 21.6x FY22E EPS

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*Adani Enterprises Ltd.* | *CMP* Rs. 349 | *M Cap* Rs. 38383 Cr | *52 W H/L* 349/116
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 9126.4 Cr (73.3% QoQ, 7.8% YoY) vs QoQ Rs. 5265.2 Cr, YoY Rs. 8464.2 Cr
EBIDTA came at Rs. 751.2 Cr (630.3% QoQ, 68.7% YoY) vs QoQ Rs. 102.9 Cr, YoY Rs. 445.3 Cr
EBITDA Margin came at 8.2% vs QoQ 2%, YoY 5.3%
Adj. PAT came at Rs. 362.4 Cr vs QoQ Rs. 29.8 Cr, YoY Rs. 179.2 Cr
Quarter EPS is Rs. 3.3
Share is trading at P/E of 43.6x TTM EPS

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*Hikal Ltd.* | *CMP* Rs. 175 | *M Cap* Rs. 2158 Cr | *52 W H/L* 205/57
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 371.9 Cr (5.4% QoQ, 15.8% YoY) vs QoQ Rs. 352.8 Cr, YoY Rs. 321.1 Cr
EBIDTA came at Rs. 69.8 Cr (32.8% QoQ, 19.6% YoY) vs QoQ Rs. 52.5 Cr, YoY Rs. 58.4 Cr
EBITDA Margin came at 18.8% vs QoQ 14.9%, YoY 18.2%
Adj. PAT came at Rs. 27 Cr vs QoQ Rs. 15 Cr, YoY Rs. 21.8 Cr
Quarter EPS is Rs. 2.2
Share is trading at P/E of 22.8x TTM EPS

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*Garware Technical Fibres Ltd.* | *CMP* Rs. 1963 | *M Cap* Rs. 4299 Cr | *52 W H/L* 2250/873
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 268.3 Cr (76.1% QoQ, 15.4% YoY) vs QoQ Rs. 152.4 Cr, YoY Rs. 232.4 Cr
EBIDTA came at Rs. 57.3 Cr (220.5% QoQ, 39.2% YoY) vs QoQ Rs. 17.9 Cr, YoY Rs. 41.2 Cr
EBITDA Margin came at 21.4% vs QoQ 11.7%, YoY 17.7%
Adj. PAT came at Rs. 44.4 Cr vs QoQ Rs. 17.7 Cr, YoY Rs. 46.2 Cr
Quarter EPS is Rs. 20.3
Share is trading at P/E of 33.9x TTM EPS

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*Greenply Industries Ltd.* | *CMP* Rs. 79 | *M Cap* Rs. 969 Cr | *52 W H/L* 179/70
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 295.5 Cr (122.7% QoQ, -22.3% YoY) vs QoQ Rs. 132.7 Cr, YoY Rs. 380.3 Cr
EBIDTA came at Rs. 32.3 Cr (-1240.9% QoQ, -27.9% YoY) vs QoQ Rs. -2.8 Cr, YoY Rs. 44.9 Cr
EBITDA Margin came at 10.9% vs QoQ -2.1%, YoY 11.8%
Adj. PAT came at Rs. 18.6 Cr vs QoQ Rs. -11.3 Cr, YoY Rs. 26.4 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 11.6x FY22E EPS

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*Sundram Fasteners Ltd.* | *CMP* Rs. 431 | *M Cap* Rs. 9055 Cr | *52 W H/L* 533/249
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 766.9 Cr (177.1% QoQ, 0% YoY) vs expectation of Rs. 716.8 Cr, QoQ Rs. 276.7 Cr, YoY Rs. 766.8 Cr
EBIDTA came at Rs. 161 Cr (2909.5% QoQ, 16.7% YoY) vs expectation of Rs. 117.8 Cr, QoQ Rs. 5.4 Cr, YoY Rs. 138 Cr
EBITDA Margin came at 21% vs expectation of 16.4%, QoQ 1.9%, YoY 18%
Adj. PAT came at Rs. 97.4 Cr vs expectation of Rs. 52.2 Cr, QoQ Rs. -23.5 Cr, YoY Rs. 71.1 Cr
Quarter EPS is Rs. 4.6
Share is trading at P/E of 23x FY22E EPS

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*Praj Industries Ltd.* | *CMP* Rs. 74 | *M Cap* Rs. 1348 Cr | *52 W H/L* 130/43
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 260.2 Cr (100.9% QoQ, -11.5% YoY) vs QoQ Rs. 129.6 Cr, YoY Rs. 294.1 Cr
EBIDTA came at Rs. 17.5 Cr (-217.9% QoQ, 9.3% YoY) vs QoQ Rs. -14.9 Cr, YoY Rs. 16.1 Cr
EBITDA Margin came at 6.7% vs QoQ -11.5%, YoY 5.5%
Adj. PAT came at Rs. 11.4 Cr vs QoQ Rs. -10.5 Cr, YoY Rs. 16.1 Cr
PAT declined YoY due to lower other income and lower tax rate in base year
Quarter EPS is Rs. 0.6
Share is trading at P/E of 15.3x FY22E EPS

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*Balrampur Chini Mills Ltd.* | *CMP* Rs. 149 | *M Cap* Rs. 3129 Cr | *52 W H/L* 195/69
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 1289.8 Cr (-9.8% QoQ, 50.5% YoY) vs QoQ Rs. 1430.3 Cr, YoY Rs. 857 Cr
EBIDTA came at Rs. 127.7 Cr (-41.3% QoQ, -17.3% YoY) vs QoQ Rs. 217.5 Cr, YoY Rs. 154.6 Cr
EBITDA Margin came at 9.9% vs QoQ 15.2%, YoY 18%
Adj. PAT came at Rs. 78.3 Cr vs QoQ Rs. 139.1 Cr, YoY Rs. 99.8 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 4.7x FY22E EPS

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