NIFTY

AS TOLD & EXPECTED RECOVERY

NOW ABOVE 14660 CLOSE POSSIBLE # 14750/14800/14875

Strong resistance @14900/15000/15050

Mindtree - Q4FY21 (Audited –Cons)
CMP: 2,070

Total Income 2,148 Cr
2,069 Cr (3.81%) YoY | 2,085 Cr (3.02%) QoQ

Year ended: 8,119 Cr Vs. 7,840 Cr (3.5%)

Net Profit of 317.3 Cr
206.3 Cr (53.81%) YoY 326.5 Cr (-2.74%) QoQ

Year ended: 1,110 Cr Vs. 631 Cr (75.91%)

EPS (in Rs.) 19.25
12.52 YoY | 19.81 QoQ

Year ended EPS: 67.41 Vs. 38.33

View: Result is overall good. YoY revenue and profit both have up. However profit slightly declined in QoQ.

Business Updates & Highlights

EBITDA in Q4FY21 was around INR 462.6 Cr Vs. 351.2 Cr in Q4FY20 Vs. 467.9 Cr in Q3FY21 therefore up by 31.7% in YoY and slightly declined by 1.1% in QoQ. EBITDA margin in Q4FY21 stood 21.9% Vs. 17.1% in Q4FY20 Vs. 23.1% in Q3FY21. EBITDA Margin up by 490 bps on YoY and declined by 120 bps in QoQ.

Company is primarily operating into four operating segment viz. Retail -22.4%, BFS – 18.4%, Communication- 49.4%, and Travel -9.9%.

YoY topline growth for Retail – 13.2%, BFS – (7.6%), Communication – 18.1% and Travel – (37.5)%

YoY bottom line growth for Retail – 6.5%, BFS - 8.8%, Communication – 62.5% and Travel – 12.6%

Revenue by Service Line: Customer Success Q4FY21 38.4% Vs. 40.5%, Data & Intelligence: 16% Vs. 15%, Cloud: 19.4% Vs. 16.5% and Enterprise IT: 26% Vs. 28% in Q4FY20.

Revenue by Geography: North America Q4FY21 76.6% Vs. 76.7%, Europe – 7.1% Vs. 7.6%, UK & Ireland – 8.6% Vs. 7.8% and APAC – 7.7% Vs. 7.9% in Q4FY20.

Number of active clients stood as of Q4FY21 was 270 and in this quarter company has added 4 new clients and 1 client has been added for $5Mn. Although Q4FY20 company active clients was stood at 307 so its declined 37 clients during the year ended FY21.

Healthy order book of $1,382M with a growth of 12.3% for FY21. order book of $375 Mn at the end of Q4FY21

Total employees as of March 31, 2021 was 23,814 and attrition rate is 12.1%.

Finance cost is also declined in this quarter INR 11.4 Cr Vs. 12.8 Cr in YoY Vs. 12.7 Cr in QoQ therefore declined by 10.9% in YoY and 10.6% in QoQ

The Board of Directors of the Company at its meeting held on April 16, 2021 recommended for payment of Final Dividend at Rs. 17.50 per share to the shareholders for their approval at the ensuing Annual General Meeting

Financial
ROE and ROCE is around INR 30.6% and 36.7% respectively and book value per share is around INR 242 and share is currently trading at 8.6x of its book value. Company is currently trading at annualized PE (forward) of around 27 which is good as per industry benchmark. Promoter holding is around 61% in the company which is good and stable also. FIIs and mutual fund hold around 13.5% and 7.5% in the company. Net Operating cash flow as of March 2021 was INR 1996 Cr Vs. 825 Cr in March 2020 (Very Strong). Free Cash flows in Q4FY21 was INR 317 Cr Vs. 580 Cr in Q3FY21 Vs. 14.7 Cr in Q4FY20. Cash & Investment as of March 2021 was around INR 2,805 Cr Vs. 2,523 Cr in Q3FY21 Vs. 1,361 Cr in Q3FY21.

Strong Linkages with Parent: L&T acquired nearly 60% stake in Mindtree in July 2019 (currently increased to nearly 61%) and continues to be its parent.

https://wealthcreatures.com/2020/03/29/corelating-2003-to-2015-correction-the-fall-strong-bounce-back-can-history-repeat-again-aft-2020-correction/

Old Post # 29th March'20

History Repeats# Bottom Was picked.Stocks bounced Sharply.

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BEPL # Q4FY21

YOY & QOQ SUPER STRONG NUMBERS

Q4FY21 Total Income: INR 475.4 Cr Vs. 251.5 Cr in YoY Vs. 412.9 Cr in QoQ.

FY21 Total Income: INR 1,302 Cr Vs. 1,110 Cr

Q4FY21 PAT: INR 163.4 Cr Vs. 7.8 Cr in YoY Vs. 136.2 Cr in QoQ.

FY21 PAT: INR 333.4 Cr Vs. 67.5 Cr in YoY

Q4FY21 EPS: 9.85 Vs. 0.47 in YoY Vs. 8.22 Vs. QoQ

FY21 EPS: 20.13 Vs. 4.04 in YoY

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NIFTY

AGAIN RETEST 14250 ZONE

IF HELD THAN BOUNCE OR ELSE 500 TO 800 PONTS MORE PAIN COMING

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Investment Pick

CAMS

CMP - 1968

ACCMULATION ZONE - 1900 To 1970

Support@1900/1875

Test Levels # 2250/2400/2575/2727+

Longterm - 6000/7500/10000
( 3/4/5 yrs)

S/L - As per Risk or 1700 on cbsl