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Driven by Fundamentals and Leveraging Technicals.

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KKCL

CMP - 1145

Days Low - 1141.50

Good To add at cmp & on Dips Till 1100

Test Levels # 1200/1250/1350/1400/1515++

TF - short to medium Term

S/L - 1005 on cbsl or As per Risk
#Ambika Cotton

Fresh High

2194

🔥🔥
DEEPAK NITRITE FY22 Q2

YOY 👍 & QoQ 👎

REVENUE # 1690Cr ⬆️ 70% (YOY)
⬆️ 10% (QOQ)

PAT # 254 Cr ⬆️ 49% (YOY) ⬇️15.96% (QOQ)

EBITDA # 395 Cr ⬆️ 41%

Margin # 23%

EPS # 18.65 ⬆️ 49% (YOY)
⬇️ 15.95% ( QOQ)

Net D/E Reduced to 0.03x Vs 0.37x (YOY)

PAT lower QoQ due to lower phenol spreads and increased Raw material,power,Transport cost

6 month EPS # 40

FY22 Expected EPS # 90

Stock Trading at 27x FY22.

FY23 will be inflexion year for Deepak Nitrite.

Fy22Q3 should be better in terms of phenol spreads and strong pricing in many chemicals

Once New capacity expansion ( Capex) comes in there should be series of Good Qtrs.Need to watch out for concall.

Company had Already Declared Capex of 300Cr in Deepak Nitrite for Lifescience Chemicals with end use in pharma and agrochemicals. & New capex of 700cr in Deepak phenolics which will be downstream and having applications in paints and coatings.
Both are import substitutes ( Need to watch this Development closely)

#Wealthcreatures
Kopran FY22 Q2

QoQ Good & YOY Flat

Net profit up 3% at Rs 17.1 Cr Vs Rs 16.6 cr ( YOY)

Revenue up 7.2% at Rs 127.6 Cr Vs Rs 119 cr

EBITDA up 13.2% at Rs 24 cr Vs Rs 21.2 cr

EBITDA margin at 18.8% Vs 17.8%
Wealthcreatures.com
KKCL 4.5% Hits 1st Levels 1200 High - 1218
Kewal Kiran Clothing

KKCL

FY22 Q2 Strong Numbers

Revenue 181cr vs 95cr vs 71cr YOY
PAT 27cr vs 8.54cr vs 9.16cr YOY
EPS 21.92 vs 6.93 vs 7.42 YOY

Dividend Declared - Rs.10 Per share

Company Also Declared 4:1 Bonus Shares

4 bonus shares For every 1 share held
GNFC

FY22 Q2 Super Strong numbers

REVENUE # 2095cr vs 1394cr vs 1187cr YOY

PAT # 282cr vs 241cr qoq vs 140cr YOY

EPS 18.31 vs 15.56 qoq vs 9.06 YOY

6M EPS # 33

RE Rating Candidate
NIfty Support @ 17750

Nifty Resistance @ 17950/18050
IRCTC

Govt held 100% stake in IRCTC

Dilutes 33% through making it public

Govt now wants 50% share in fees income listed entity

Chronology ko samajiye...

If that was the idea ..why dilute at the first place...this is horrible for shareholders

Monopoly thik hai
Valuation samajye.....
Don't buy any stock at any valuation