Thread by @varinder_bansal

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)

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)

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

All results declared on 14th July 2020 #excelgiri

WEAK
Fineotex Chem March end
Sales down 13%, ebidta down 12.5%, reports a net loss of 6.3 cr

PHUUUUS RESULTS

Rel. Indl. Infra June end
Stock has moved from Rs 162 to Rs 458 (52-week high 480)
Sales down 36%, ebidta down 42%
M-cap 692 cr, June qtr pat at Rs 1 cr
March 2010 pat at 22 cr and now at Rs 8 cr
TTM P/E 71x
Investments at 266 cr, net fixed assets at 65 cr

PHUUUUS RESULTS
Khadim March end
Sales down 23%, ebidta loss at 8 cr, net loss 20 cr
Borrowings increased from 109 cr to 287 cr
M-cap 210 cr, margins fallen from 11% to 4% (7% in 2019 – so don’t blame covid alone)

PHUUUUS RESULTS

Natl. Peroxide March
Sales down 31%, ebidta down 60%, pat down 83% (37x p/e)
62% margins in June 2018 and now at 20% (last quarter was negative)

Opto Circuits March
Sales down 43%, ebidta loss 1.1 cr vs profit at 14.2 cr, net loss at 116.4 cr vs profit of 11 cr