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Varinder Bansal 🇮🇳 Profile picture
@varinder_bansal
Jun 26, 2020 • 4 tweets • 2 min read • Read on X
All results declared on 25th June 2020 #excelgiri

Apollo Hosp: Good
Ashok Leyland: better vs exp
CONCOR: mixed; sales down but margins improve Image
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) Image
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
All results declared on 25th June 2020 #excelgiri

Ugly
Insecticides India: reports an ebidta loss
Eimco Elecon: reports an ebidta loss
Indian Terrain: reports an ebidta loss; sales down 35%

• • •

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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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