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Varinder Bansal 🇮🇳 Profile picture
@varinder_bansal
Jun 25, 2020 • 5 tweets • 3 min read • Read on X
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) Image
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) Image
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%
All results declared on 24th June 2020 #excelgiri

Ugly Results
Shriram EPC: sales ⬇️62%, ebidta loss
Indo rama: ebidta losses continue big
IG Petro: ebidta ⬇️56%, pat ⬇️78%
Monte Carlo Fas: sales ⬇️73% qoq, nil ebidta vs 106 cr qoq
Kakatiya Cement: sales ⬇️28%, ebidta loss
All results declared on 24th June 2020 #excelgiri

Ugly Results

Timex Group: ebidta loss
Punjab Alkalies: sales down 27%, ebidta donw 95%

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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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