10 Bull ki EK BEAR 🐻 KI

AAJ KA DIN WAS LIKE THAT....

LTTS

FY22Q2 Numbers

Revenue: 1608cr +22% YOY

PAT # 230cr +39%

Jubilant Ingervia numbers are okie.

Cost Of Raw material was high and was not able to pass on

Good thing Debt Reduced by 193cr

*After 'Best-Ever' Q2, L&T Infotech Expects Better Growth In Second Half Of This Fiscal*

L&T Infotech Ltd. reported its “best ever” second-quarter constant-currency revenue growth, which was broad-based and came on a high base. The software services provider saw its revenue rise 9% sequentially in constant-currency terms.

The company expects the demand to grow and is optimistic about maintaining margins despite wage hike pressures.

Sanjay Jalona, chief executive and managing director at L&T Infotech, spoke to BloombergQuint’s Niraj Shah on the earnings and the company’s outlook

*Here are the key highlights from the conversation*

Medium-Term Demand Looks Strong The company expected the growth numbers in the second half of the fiscal to be better than the first, improving the pace for the full FY22, according Jalona. In fact, he is confident that it will be strong for the next three years.

Going by brokerage estimates, L&T Infotech’s dollar revenue may grow 28% in FY22, after clocking a compounded annual growth rate of 18% from September 2019 to September 21.

*Jalona cited some of the potential key drivers*

Clients working on new business models and wanting partners who can “cocreate” with them—something he called ‘Great Structuring’.

Changing customer expectations and emergence of new areas like ESG and cloud security.

A significantly high attrition at the client side and the resultant spike in wages or “Great Resignation”, forcing clients to turn to automation.

*Margin Resilience*

The EBIT margin for the company stood at 17.21% versus 16.41% in the preceding quarter.

The share of offshore effort increased 90 basis points sequentially to 83.6%, helping with margin resilience in a post wage-hike quarter, Jalona said.

Jalona maintains that the offshore effort share will stay elevated on the back of the ‘Great Resignation’ theme playing out globally.

Larsen Infotech, however, would like to be known as a growth company, and would maintain margins in the 14-15% band and reinvest the excess in business growth, he said.

*Good Client Addition*

The company reported a deal in Europe with total a total contract value of $30 million, and multiple smaller deals with strong banners this quarter. Jalona said deal pipeline is robust with a number of large deals. The growth is constrained only because of supply constraints and would have been much better otherwise given extremely strong, secular and sustainable demand environment, he said.

Typical seasonality of the second half is better than the first, and Jaloan expects that to be true this year.

Jubilant Ingervia Capex expansion

IRCTC

MONOPOLY BUSSINESS

TODAY 15% DOWN IN LOWER CIRCUIT

VALUATION ALWAYS MATTER.....

If you r not making profit in this Rally

Than There can be Problem in

Stock selection

Style of Investment

Style of Trading

Selling Too Early or Buying Too late with stretch valution or in last leg of rally

Not Following S/L or Risk Management

Not booking Profits/ Being Very Greedy & falling in love with Stocks & Not able To sell stocks

If Still you not making Good Money...
STOP TRADING & INVESTMENT & CHANGE YOUR STYLE

COZ WHEN MARKET WOULD CORRECT YOU WOULD MAKE HUGE LOSS

THINK ABOUT IT??

LINK TO JOIN FREE TELEGRAM CHANNEL

t.me/wealthcreature

DEEPAK FERTLISER
600Cr QIP @ 415

Nifty not down much

But huge profit booking in stocks

Hope this help you

Those waiting to buy in SALE

Sale just started

STOCKS ARE HAMMERED 🔨

Espically f&o stocks

Cash stocks are stable or down where numbers are not in line with expectation

STAY CALM

ALL WLD recover

If longterm Don't Panic

This are part of Markets

Bear this

Full teji se full mandi....

2 days Game change

I sensed early so Gave update

I keep remembering this

Profit booking very much important

HOPE

ALL NEW COMMERS NOW KNOW F&O KA PAIN


Stay away from it....if don't have knowledge

Short Term Panic Done ✔

Nifty jab tak 18300 not breaking trend won't change

Aaj many good Quality stocks made huge Low & Now recovering

THOSE WAITING FOR LONGTIME

TIME TO ADD 50% QTY

DEEPAK NITRITE ( pure Delivery)

CMP - 2666
Low - 2633

Support @ 2550/2500
One can add 50% Near support levels

IRCTC

PERFECT EXAMPLE

High - 6396

In just 2 days Now @ 4374

Valuation always matter....

When valuation Grows too You need To sell

Support @ 4250/4190

If support hold should bounce Till 5000 - 5400 levels

Mastek

Support @ 2900/2835

We feel After concall Stock Should Stablise @ by next Qtr or even before that we wld see 3300 - 3600 zone

Stock had a Great move before results 3000 to 3669

Numbers are Flat QoQ
But YOY its Good

Cash flow is good
Need to watch management commentry

Deal wins are Good

Those had patience wld Be benefited

Don't for we recommend @ 169 and it had Journey from 169 To 3669 in just 18 months

So 20% Fall from highs are good & healthy correction

We are confident amount management and future growth

If one can ignore daily price moves

Good bussiness would mint good money

Just wait for a day or two before anything Buying.....

Markets not showing strength...

Even Individual stocks are not showing much strength

We Feel & Have a view party should get over soon and we are headed for lower levels and TIME WISE CORRECTION