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Results declared on 2nd Nov #excelgiri #resultsxray
PS: Use ur own wisdom, view on results can vary person to person. I am still learning
PS: Use ur own wisdom, view on results can vary person to person. I am still learning
Strong results
Ramco Cement
Ebidta/ tonne near 2000
Sales down 4.4% yoy, Ebidta up 49% yoy, Pat up 42% yoy
Volume miss; realisations spiked 17% YoY (a major surprise)
Jefferies: raise FY21 EPS by 60%, retain Rs1,000 PT
TTM PE at 35, 12% roce
Ramco Cement
Ebidta/ tonne near 2000
Sales down 4.4% yoy, Ebidta up 49% yoy, Pat up 42% yoy
Volume miss; realisations spiked 17% YoY (a major surprise)
Jefferies: raise FY21 EPS by 60%, retain Rs1,000 PT
TTM PE at 35, 12% roce
Strong results with reasonable valuations
Coromandel Int
Sales down 5% yoy but up 43% qoq
Ebidta up 18% yoy, up 104% qoq
Pat up 17% yoy, up 135% qoq
TTM PE at 16x, 25% roce
Coromandel Int
Sales down 5% yoy but up 43% qoq
Ebidta up 18% yoy, up 104% qoq
Pat up 17% yoy, up 135% qoq
TTM PE at 16x, 25% roce
Results declared b/w 30th Oct - 1st Nov #excelgiri #resultsxray
PS: Use ur own wisdom, view on results can vary person to person. I am still learning
PS: Use ur own wisdom, view on results can vary person to person. I am still learning
Max Life: Solid results
VNB margins surprise
Market share improved to 11.1%, highest in decade
Clarity on axis-max deal
19% to to split in 3 ways
Axis Bank to acquire 9% stake in Max Life
Subsidiaries will jointly acquire 3%
Further, the group entities will acquire 7% later
VNB margins surprise
Market share improved to 11.1%, highest in decade
Clarity on axis-max deal
19% to to split in 3 ways
Axis Bank to acquire 9% stake in Max Life
Subsidiaries will jointly acquire 3%
Further, the group entities will acquire 7% later
Strong results + reasonable valuation
Motilal Oswal
M-cap 8230 cr
Total Revenue up 14% (broking up 40%)
Broking: Highest ever revenue & profit in Q2FY21
Reported pat up 108% at 296 cr (included mtm pat)
Operating pat up 33% at 123.3 cr
Net of investments, co has net cash
Motilal Oswal
M-cap 8230 cr
Total Revenue up 14% (broking up 40%)
Broking: Highest ever revenue & profit in Q2FY21
Reported pat up 108% at 296 cr (included mtm pat)
Operating pat up 33% at 123.3 cr
Net of investments, co has net cash
Analysis of all results reported on 14th Aug 2020 with @AnilSinghvi_ on @ZeeBusiness
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
#excelgiri
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
#excelgiri
Analysis of all results reported on 14th Aug 2020
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
Analysis of all results reported on 14th Aug 2020
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis
All results declared on 14th July 2020 #excelgiri
#resultsxray with @AnilSinghvi_ on @ZeeBusiness
PS: Use data at ur own discretion
GOOD
ICRA: Sales up 4%, ebidta up 19%, PAT up 32% (27x p/e, 3.7x p/b)
#resultsxray with @AnilSinghvi_ on @ZeeBusiness
PS: Use data at ur own discretion
GOOD
ICRA: Sales up 4%, ebidta up 19%, PAT up 32% (27x p/e, 3.7x p/b)
All results declared on 14th July 2020 #excelgiri
WASH-OUT QUARTER
Oberoi Realty June end
Sales down 80%, EBIDTA down 75%, PAT down 81%
TTM P/E 22, P/B 1.6x
Century Textiles June end
Sales down 34%, EBIDTA down 89%, reports a net loss at 40 cr (TTM P/B 1)
WASH-OUT QUARTER
Oberoi Realty June end
Sales down 80%, EBIDTA down 75%, PAT down 81%
TTM P/E 22, P/B 1.6x
Century Textiles June end
Sales down 34%, EBIDTA down 89%, reports a net loss at 40 cr (TTM P/B 1)
All results declared on 14th July 2020 #excelgiri
WASH-OUT QUARTER
Delta Corp June end
Sales down 74%, reports an ebidta loss at 33 cr, net loss as well
Online skill gaming reports net revenue of 48cr vs 35cr last year
Casino gaming division 0 revenue. Vs run rate of 160-180cr
WASH-OUT QUARTER
Delta Corp June end
Sales down 74%, reports an ebidta loss at 33 cr, net loss as well
Online skill gaming reports net revenue of 48cr vs 35cr last year
Casino gaming division 0 revenue. Vs run rate of 160-180cr
All results declared on 29th June 2020 #excelgiri
V Good
Bharat Dynamics: sales up 64%, ebidta up 2.3x, pat up 1.5x (16x p/e, 2.3 p/e) (q is whether this will be consistent)
N R Agarwal: sales down 7%, ebidta up 86%, margins18.7% vs 9.3%, pat 37 cr vs 14 cr (29% roce, 4 p/e)
V Good
Bharat Dynamics: sales up 64%, ebidta up 2.3x, pat up 1.5x (16x p/e, 2.3 p/e) (q is whether this will be consistent)
N R Agarwal: sales down 7%, ebidta up 86%, margins18.7% vs 9.3%, pat 37 cr vs 14 cr (29% roce, 4 p/e)
All results declared on 29th June 2020 #excelgiri
V GOOD
Linc Pen &Plast: sales down 5% but ebidta up 48%, margins 11% vs 7%, pat 5 cr vs 1 cr (15x)
7 years sales 300 to 400 cr
Margins 5% to 10%
Cfo highest in 2019
V GOOD
Linc Pen &Plast: sales down 5% but ebidta up 48%, margins 11% vs 7%, pat 5 cr vs 1 cr (15x)
7 years sales 300 to 400 cr
Margins 5% to 10%
Cfo highest in 2019
All results declared on 29th June 2020 #excelgiri
Phuus
Raymond: sales down 30%, ebidta loss of 7 cr vs profit of 167 cr (1.3 d/e)
Venky’s India: sales down 20%, ebidta loss of 118 cr vs profit of 60 cr
Shakti Pumps: sales down 41%, ebidta loss of 3 cr vs profit of 28 cr
Phuus
Raymond: sales down 30%, ebidta loss of 7 cr vs profit of 167 cr (1.3 d/e)
Venky’s India: sales down 20%, ebidta loss of 118 cr vs profit of 60 cr
Shakti Pumps: sales down 41%, ebidta loss of 3 cr vs profit of 28 cr
All results declared on 26th June 2020 #excelgiri
Over 200 results declared 😅
Pataka Results
Hudco: sales up 28%, pat up 87% (4x)
West coast paper: sales up 40%, pat doubles (3.8x, 30% roce)
Over 200 results declared 😅
Pataka Results
Hudco: sales up 28%, pat up 87% (4x)
West coast paper: sales up 40%, pat doubles (3.8x, 30% roce)
All results declared on 26th June 2020 #excelgiri
Good
ITC: special dividend
Glenmark: ebidta up 28%, pat up 36% (18x)
Hind Food: sales up 65%, ebidta up 146% (78x)
CESC Ventures: ebidta up 30% (cmp 171, BV 876)
Rubfila Intl: sales up 20%, ebidta up 25% (9x, 18% roce)
Good
ITC: special dividend
Glenmark: ebidta up 28%, pat up 36% (18x)
Hind Food: sales up 65%, ebidta up 146% (78x)
CESC Ventures: ebidta up 30% (cmp 171, BV 876)
Rubfila Intl: sales up 20%, ebidta up 25% (9x, 18% roce)
All results declared on 26th June 2020 #excelgiri
Not Bad
Sheela foam: sales donw 6%, margins 14.7% vs 10.7% (35x)
Bharat rasayan: sales & ebidta flat, pat up 23%
Sunflag iron: sales down 18% but ebidta up 52%
Ugar sugar: margins 24% vs 19%
Not Bad
Sheela foam: sales donw 6%, margins 14.7% vs 10.7% (35x)
Bharat rasayan: sales & ebidta flat, pat up 23%
Sunflag iron: sales down 18% but ebidta up 52%
Ugar sugar: margins 24% vs 19%
All results declared on 25th June 2020 #excelgiri
Apollo Hosp: Good
Ashok Leyland: better vs exp
CONCOR: mixed; sales down but margins improve
Apollo Hosp: Good
Ashok Leyland: better vs exp
CONCOR: mixed; sales down but margins improve
All results declared on 25th June 2020 #excelgiri
Good
JB Chem: ebidta up 40%
Garware Polyest: ebidta up 55%, pat up 23%
INEOS Styrolut: ebidta 22 cr vs loss earlier (but 115x ??)
Not bad
HAL: sales flat (high TR needs to watched – 11500 cr)
Good
JB Chem: ebidta up 40%
Garware Polyest: ebidta up 55%, pat up 23%
INEOS Styrolut: ebidta 22 cr vs loss earlier (but 115x ??)
Not bad
HAL: sales flat (high TR needs to watched – 11500 cr)
All results declared on 25th June 2020 #excelgiri
Weak
TTK Prestige: ebidta down 44%, pat down 80% (June qtr mein kya hoga)
Apar Ind: ebidta down 21%, PAT down 46%
Deccan Cements: ebidta down 60%
Kirl.Pneumatic: ebidta down 27%
Arvind Smart: pat down 15%
Goldiam Int: ebidta loss
Weak
TTK Prestige: ebidta down 44%, pat down 80% (June qtr mein kya hoga)
Apar Ind: ebidta down 21%, PAT down 46%
Deccan Cements: ebidta down 60%
Kirl.Pneumatic: ebidta down 27%
Arvind Smart: pat down 15%
Goldiam Int: ebidta loss
All results declared on 24th June 2020 #excelgiri
Good
Sharda cropchem: margins 18.7% vs 10.3% QoQ
Bannari Amm.Sug: sales up 69%, ebidta up 33%
H.G. Infra Engg: ebidta up 15% (8x)
Not Bad
PNC Infra: sales up 6% (5x)
Esab India: ebidta up 3% (30x)
Indoco: ebidta up 17% (80x)
Good
Sharda cropchem: margins 18.7% vs 10.3% QoQ
Bannari Amm.Sug: sales up 69%, ebidta up 33%
H.G. Infra Engg: ebidta up 15% (8x)
Not Bad
PNC Infra: sales up 6% (5x)
Esab India: ebidta up 3% (30x)
Indoco: ebidta up 17% (80x)
All results declared on 24th June 2020 #excelgiri
Weak Results
Asahi India Glass: sales ⬇️17%, ebidta ⬇️25%
India cements: ebidta ⬇️61%
Tide water oil: sales ⬇️17%, ebidta ⬇️29%
India Glycols: ebidta ⬇️12%,pat ⬇️33%
Astra micro: margins 8.4% Vs 25% QoQ (vs 17% yoy)
Weak Results
Asahi India Glass: sales ⬇️17%, ebidta ⬇️25%
India cements: ebidta ⬇️61%
Tide water oil: sales ⬇️17%, ebidta ⬇️29%
India Glycols: ebidta ⬇️12%,pat ⬇️33%
Astra micro: margins 8.4% Vs 25% QoQ (vs 17% yoy)
All results declared on 24th June 2020 #excelgiri
Weak Results
Sanghi Ind: sales ⬇️20%, pat ⬇️40%
Sandesh: sales ⬇️24%, pat ⬇️37%
The Anup Eng: ebidta ⬇️13%, pat ⬇️25%
Weak Results
Sanghi Ind: sales ⬇️20%, pat ⬇️40%
Sandesh: sales ⬇️24%, pat ⬇️37%
The Anup Eng: ebidta ⬇️13%, pat ⬇️25%
All results declared on 23rd June 2020 #excelgiri
Pataka
NLC India: sales up 24%, ebidta up 2.7x (5x)
Good
Alkyl: sales flat but ebidta & PAT surges
Balr chini: sales up 32%
Magadh Sugar: sales up 39%, pat up 63%
Asahi Songwon: sales up 7%, ebidta up 45%
Man Ind: sales up 1.5x
Pataka
NLC India: sales up 24%, ebidta up 2.7x (5x)
Good
Alkyl: sales flat but ebidta & PAT surges
Balr chini: sales up 32%
Magadh Sugar: sales up 39%, pat up 63%
Asahi Songwon: sales up 7%, ebidta up 45%
Man Ind: sales up 1.5x
All results declared on 23rd June 2020 #excelgiri
Weak
Hatsun: okish numbers (87x TTM???)
Vardhaman Textiles: sales ⬇️9.5%, ebidta ⬇️14% (6.5x)
Johnson Con. Hit: sales ⬇️35%, ebidta ⬇️65%
Finolex Ind: sales ⬇️20%, ebidta ⬇️29% (16x)
GMDC: sales ⬇️22%, ebidta ⬇️down 80%
Weak
Hatsun: okish numbers (87x TTM???)
Vardhaman Textiles: sales ⬇️9.5%, ebidta ⬇️14% (6.5x)
Johnson Con. Hit: sales ⬇️35%, ebidta ⬇️65%
Finolex Ind: sales ⬇️20%, ebidta ⬇️29% (16x)
GMDC: sales ⬇️22%, ebidta ⬇️down 80%
Weak (cont....)
DB Corp: ebidta down 37% (5x)
Honda Siel: sales down 15%, ebidta down 57%
GM Brweries: ebidta down 33%
Eih associated hotel: ebidta down 37%
Career Point: sales down 33%
Ugly
Bhagiradha Chem: sales down 70%; ebidta down 94%
DB Corp: ebidta down 37% (5x)
Honda Siel: sales down 15%, ebidta down 57%
GM Brweries: ebidta down 33%
Eih associated hotel: ebidta down 37%
Career Point: sales down 33%
Ugly
Bhagiradha Chem: sales down 70%; ebidta down 94%
All results declared on 18th June 2020 #excelgiri
Good
SPIC: sales up 13%, ebidta up 43%
Asian Oilfield: margin 23.5% Vs 15%
GSFC: ebidta at 146 cr vs - 41 cr QoQ
Lumax Ind: pat up 15%, ebidta up 10%
Good
SPIC: sales up 13%, ebidta up 43%
Asian Oilfield: margin 23.5% Vs 15%
GSFC: ebidta at 146 cr vs - 41 cr QoQ
Lumax Ind: pat up 15%, ebidta up 10%
All results declared on 18th June 2020 #excelgiri
Last 5 qtrs absolute sales + ebidta margins
Weak
Thermax: sales ⬇️36%, ebidta ⬇️63%
Birgade: ebidta ⬇️37%
Caplin point: ebidta ⬇️17%; margins 25% Vs 34.6%
IRB: sales ⬇️19%
Hikal: sales down 17%, ebidta ⬇️16%
Last 5 qtrs absolute sales + ebidta margins
Weak
Thermax: sales ⬇️36%, ebidta ⬇️63%
Birgade: ebidta ⬇️37%
Caplin point: ebidta ⬇️17%; margins 25% Vs 34.6%
IRB: sales ⬇️19%
Hikal: sales down 17%, ebidta ⬇️16%
Ugly
MOIL: sales⬇️43%, ebidta ⬇️96%
Guj Alk: sales ⬇️24%, ebidta ⬇️70%
Bajaj cons: ebidta ⬇️70%; margns 12.6% vs 31%
VST Till, Thomas cook: ebidta loss
CARE: ebidta ⬇️70%, pat ⬇️60%
Amrutanjan Health: sales ⬇️31%, ebidta ⬇️40%
Capacit'e.: pat ⬇️85%
MOIL: sales⬇️43%, ebidta ⬇️96%
Guj Alk: sales ⬇️24%, ebidta ⬇️70%
Bajaj cons: ebidta ⬇️70%; margns 12.6% vs 31%
VST Till, Thomas cook: ebidta loss
CARE: ebidta ⬇️70%, pat ⬇️60%
Amrutanjan Health: sales ⬇️31%, ebidta ⬇️40%
Capacit'e.: pat ⬇️85%
All results declared on 17th June 2020 #excelgiri
GOOD
JK Cement: margins at 22.8% vs 18.4%, sales flat
Mangalam cement: ebidta up 134%; sales down 7%
Welsun corp: margins 10.9% vs 1.2%
ITD Cementation: sales up 25%, margin at 11.4% Vs -ve
Muthoot: gold
IGL: good margins
GOOD
JK Cement: margins at 22.8% vs 18.4%, sales flat
Mangalam cement: ebidta up 134%; sales down 7%
Welsun corp: margins 10.9% vs 1.2%
ITD Cementation: sales up 25%, margin at 11.4% Vs -ve
Muthoot: gold
IGL: good margins
All results declared on 17th June 2020 #excelgiri
5 qtrs absolute sales & ebidta margins
Bad
FDC: margins 8.8% vs 15.9%
Thirumalia chem: ebidta down 69%, margins 4.1% Vs 11.7%
HEG: big big loss
Prataap snacks: margins 4.4% Vs 7.3%
Wheels india: sales down 35%, ebidta down 45%
5 qtrs absolute sales & ebidta margins
Bad
FDC: margins 8.8% vs 15.9%
Thirumalia chem: ebidta down 69%, margins 4.1% Vs 11.7%
HEG: big big loss
Prataap snacks: margins 4.4% Vs 7.3%
Wheels india: sales down 35%, ebidta down 45%
All results declared on 17th June 2020 #excelgiri
Ugly
Cummins India: ebidta down 61%, margins at 6.4% vs 12.9%
Aban: ebidta loss of 7422 cr on sales of 354 cr??
Ugly
Cummins India: ebidta down 61%, margins at 6.4% vs 12.9%
Aban: ebidta loss of 7422 cr on sales of 354 cr??
