15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect

Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)

2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
3. #Olectra Greentech: Net profit at Rs 7.4 cr Vs Rs 3.6 cr (YoY) Revenue at Rs 177.3 cr Vs Rs 71.4 cr (YoY) (Positive)

4. #HFCL: Received order worth Rs 115 cr from Reliance Projects & Property Management for supply of Optical Fiber Cables. (Positive)
5.. #Centum: Announced a strategic partnership with Israel headquartered Rafael (Positive)

6. #CDSL: Becomes the first depository to successfully participate in the securities settlement of India's first EGR transaction (Positive)
7. #Satia Ind: Cons Rev 459 cr vs 186 cr, Cons PAT 50.8 cr vs 20.3 cr YoY (Positive)

8. #TataPower: Company appoints Rajiv Mehrishi as Independent Director of the co (Neutral)
9.#Sonacomstar: Net profit up 4.9% at Rs 92.5 cr Vs Rs 88.2 cr. Revenue up 13.2% at Rs 652.9 cr Vs Rs 577 cr (YoY) (Neutral)

10. #SolarInd: Company to consider raising up to Rs 100 cr via NCDs on Nov 4 (Neutral)
11. #TataPower: Profit at Rs 935.2 cr Vs Rs 506.0 cr, Revenue at Rs 14030.0 cr Vs Rs 9810.0 cr (QoQ) (Positive)

12 #JSWEnergy: Net profit up 37.3% at Rs 465.7 cr vs Rs 339.2 cr, Revenue up 14.4% at Rs 2,387.5 cr vs Rs 2,087.5 cr (YoY) (Neutral)
13. #LaurusLabs: US FDA issues Form 483 with 1 observation for Laurus Labs Parawada unit, observation is procedural in nature (Neutral)

14 #Maruti: To recall 9,925 units of Wagon R, Celerio and Ignis manufactured between August 3, 2022 and September 1, 2022. (Neutral)
15. #Intellect: Cons Rev 527 cr vs 541 cr, Cons PAT 46.0 cr vs 68.0 cr QoQ (Negative)

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More from @janak_lotwala

Oct 31
10 Financial Terms of Investing explained

2) PAT
3) ROE
5) D/E Ratio
6) Acid Test Ratio
7) Working Capital Turnover
8) PE
9) PS Ratio
10) Interest Coverage

Please note nos are from personal experience, comfort and subject to changes with learnings
1) Earnings before Interest Tax Depreciation & Amortization (EBITDA) margin -

It shows how efficiently an organization is operating.

Ratio = EBDITA / Net Sales

EBITDA = Operating Income (EBIT) + Depreciation + Amortization
EBDITA Margin of 15%+ and more is considered good.

2) PAT Margin -

Its similar to EBDITA Margin, the only difference is - it is calculated after taxes.

PAT Margin = [PAT/Total Revenues]
Read 15 tweets
Oct 30
Sunday Stocks catch up with Janak.. Let's go 🧵

Disc: Not a reco
(1/N) Auto industries focused, #KPIT Technologies’ Q2 profits surged 28%. The Company has guided for yearly profits to be higher by around 32%.
(2/N) #RIL’s Q2 profit was flat despite a 32% rise in revenue. Jio business going strong thought
Read 14 tweets
Aug 2
M&M - Will this Juggernaut Continue ? Let's look at growth engines from their Annual Report FY 22

7 Key Takeaways !!! Thread🧵Let's go...

Don't Forget to ReTweet !

Disclaimer: Personal blog and not a reco. Kindly consult your financial advisor before any investment decisions
(1/N) - Reigniting value creation:
The company’s financial performance had taken a hit in the last few years because of the losses in the international subsidiaries resulting in the ROE of the consolidated entity going down to 4.4% in F21. THEY EXITED These BUSINESSES.
Now ROE in FY-22 is around 14%. ROE for last 3 consecutive quarter ~18%
Read 18 tweets
Jul 2
5 kind of stocks that I avoid, Indian adaptation from "One up on wall street" - Peter Lynch. Thread🧵 Let's go...
(1/n) - Stock is in hot industry. While I am a believer in thematic investing. I prefer pick and shovel strategy. Not doubt EV is a hot theme. But rather than buying EV Car makers, I'll rather go for component makers

(2/n) - Next big thing... Really ? We have seen so many articles of next hdfc bank, next infosys... while no doubt companies can replicate that performance, but these stories can lead to unnecessary hype around stocks & valuation. Rings a bell ?
Read 10 tweets
Jul 2
#tatapower - Technical Analysis thread🧵3 Takeaways ?
#1. Price Action - This stock is making lower high and lower lows and will be in bearish territory till the time the diagonal trend line is broken
#2. Static support of 213 is broken which has stood multiple times. Now it will act as resistance
Read 8 tweets
Jul 1
#Reliance - Biggest Heavyweight of the market.. Tanking today.. What happened.. Shall we find out ?
🧵 Image
(1/n) Govt today announced an increase in taxes on the export of petrol, diesel, and aviation turbine fuel (ATF).
It introduced 6/L tax on petrol exports, 13/L on diesel exports. This will dent Reliance profits, of which the Oil refining business was roughly 40% in Q4.
(2/n) The government has also announced taxes on windfall gains made by crude oil producers.
Read 9 tweets

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