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
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%
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%
https://wealthcreatures.com/2020/04/06/pharma-pack-safe-bet-in-current-environment/
🎯SMS LIFESCIENCES 🎯
16% blast
Almost 6.5x Bagger
153 To 1015 Till Now ✅
🎯SMS LIFESCIENCES 🎯
16% blast
Almost 6.5x Bagger
153 To 1015 Till Now ✅
WealthCreatures
PHARMA PACK – safe Bet in current Environment
💢 AUROBINDO PHARMA 💢 CMP – 382MARKET CAP – 22400 crBOOK VALUE – 23752wk HIGH/LOW – 838/2895 Year HIGH/LOW – 895/289FACE VALUE – 1DIVIDEND YIELD – 0.65% FY2…
Wealthcreatures.com
Buy Only those stocks where valuation are resonable & Dont chase any stock at any price What happens when valution are too high & Expensive we saw in last 2 days Stay Away from such high value stock Traps.... Many stock which Run up in 2008/2012 Bull…
We would Soon update
New sets of stocks which are available at resonable valuations
Which we feel can outperform markets over a period of Time
New sets of stocks which are available at resonable valuations
Which we feel can outperform markets over a period of Time
Wealthcreatures.com
KEEP ON RADAR DARU SECTOR DECEMBER COMING NO PARTY COMPLETE WITHOUT DARU...... GM BREWERIES MCDOWELL RADICO KHAITAN PIONEER DIST NEW ADDITION GLOBUS SPIRIT ASSOCIATED ALCOHOL
MCDOWELL 5% 💚
Globus Spirit 3.5% 💚
Associated Alcohol 2% 💚
Globus Spirit 3.5% 💚
Associated Alcohol 2% 💚
Wealthcreatures.com
18426 If not taken out in next 1 to 2 week High chances Nifty Would Retest 18050 - 17970 zone again Keep close watch on Levels Below 17950 big Fall can come
NIFTY 18325 RECENT HIGH
Now Trading At Lows # 17945
17950 Crutial level
Close below that Not Good
Now Trading At Lows # 17945
17950 Crutial level
Close below that Not Good
Wealthcreatures.com
🚨🚨🚨 Big Names are Crashing Seems like Mega Bull Run Party will Halt or Pause for some time. Time wise correction will come. 🟢Sectors might change. 🟢New Opportunity will Rise 🟢Few Existing Big names will go even Much higher. 🟠Few might Pause 🔴Few…
🚨🚨🚨🚨
Hope this Alaram Helped you..!!
Trading is Art & Science..!!
Happy Trading..!!
😊😊
Hope this Alaram Helped you..!!
Trading is Art & Science..!!
Happy Trading..!!
😊😊
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
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
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
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
Wealthcreatures.com
NIFTY REACHING ATH 18521 AND ALSO OUR FAIR VALUE KEEP BOOKING PROFITS AS PER RISK MARKETS NATURE Full Teji se Full Mandi & Vice Versa..... We are concentrating on Stock Specific Action where Q2 numbers are good and commentry is good would OUTPERFORM…
Many laughed on US
WHEN WE GAVE MARKETS ARE OVER VALUED....
ALL were of the View market mein full TEJI HAI.....😊
OUR FAIR VALUE WAS 18300 AND GAVE UPDATE TO BOOK PROFIT @ 18521
AFTER OUR UPDATE NIFTY MOVED UP 80 till 18601
NIFTY NOW TRADING @ 17680
Many Stocks Down 20% To 40%+++
Those Booked profits....soon time coming for FRESH BUYING
WHEN WE GAVE MARKETS ARE OVER VALUED....
ALL were of the View market mein full TEJI HAI.....😊
OUR FAIR VALUE WAS 18300 AND GAVE UPDATE TO BOOK PROFIT @ 18521
AFTER OUR UPDATE NIFTY MOVED UP 80 till 18601
NIFTY NOW TRADING @ 17680
Many Stocks Down 20% To 40%+++
Those Booked profits....soon time coming for FRESH BUYING