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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
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
