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Varinder Bansal 🇮🇳 Profile picture
@varinder_bansal
Jun 24, 2020 • 3 tweets • 2 min read • Read on X
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 Image
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% Image
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%

• • •

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More from @varinder_bansal

Varinder Bansal 🇮🇳 Profile picture
Dec 30, 2022
Few of my learnings as an investor in 2022. A thread. 🧵
1) Investing is simple but not easy. It is very hard to become a long-term investor. Sometimes, it can be a lonely road especially when your hypothesis gets tested again and again

cont..
2)Watching the screen and trying to assess daily moves can be hugely unproductive if you are a long-term investor. Lot of people sell great businesses looking at the screen

cont..
Read 14 tweets
Varinder Bansal 🇮🇳 Profile picture
Aug 14, 2022
🧵Thread.

Tribute to Rakesh Jhunjhunwala sir by @omkaracap

60 inspiring quotes & learnings from RJ sir

RT for maximum reach
Read 21 tweets
Varinder Bansal 🇮🇳 Profile picture
Aug 14, 2022
🧵Thread.

Tribute to Rakesh Jhunjhunwala sir by
@omkaracap

60 inspiring quotes & learnings from RJ sir

RT for maximum reach
Read 17 tweets
Varinder Bansal 🇮🇳 Profile picture
Aug 14, 2022
🧵Thread.

Tribute to Rakesh Jhunjhunwala sir by @omkaracap

60 inspiring quotes & learnings from RJ sir

RT for maximum reach
Read 25 tweets
Varinder Bansal 🇮🇳 Profile picture
Mar 8, 2022
General Q: Why talks of US banning Russia oil imports?

Simple Answer: US does not get impacted economically

Sadly, it is about politics over peace talks/ effort
Fact check: US imports only 3% oil from Russia

US Oil imports from Russia in 2021, at $4.71 billion, is a 45% decline from a decade ago.
Fact check: Now, let us look at US oil exports which increased almost 3,000% due to increase in domestic production brought on by fracking + ended 4-decade-long ban on oil exports, dating back to the Arab Oil Embargo of 1973.
Read 4 tweets
Varinder Bansal 🇮🇳 Profile picture
Nov 3, 2020
Results declared on 2nd Nov #excelgiri #resultsxray

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
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
Read 14 tweets

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