CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 92,886
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ICICI bank #ICICIBANK Stellar Much better it looks vs HDFC Bank Operating profit at 11124cr vs 9890cr,q1 at 9413cr up 23% yoy PAT at 6091cr vs 4882cr,q1 at 4762cr Net NPA at 0.99% vs 1.16% in q1,lowest since 2014 PCR at 80.1% Dom loan pf up 19% NIMs at 4% vs 3.89% in q1
Good nos-23/10 till 4pm Vimta labs Pbt 14cr vs 9.8cr,q1 at 11cr Ocf 30cr vs 17cr Seshasayee paper Pbt 36cr vs 27cr,q1 at 26cr Ocf 75cr Jasch inds Pbt 5.4cr vs 2.5cr,q1 at 4.3cr Ocf 7cr Kkalpana inds Pbt 18cr vs 6cr,q1 at 14cr -ve ocf Increased receivables Imp to track fy22
Good nos-22/10 from 3-30 to 6pm Tata elxsi Robust 👌 Pbt 171cr vs 110cr,q1 at 154cr PAT 125cr vs 79cr OCF 244cr vs 186cr Control print Pbt 12cr vs 9cr,q1 at 8.6cr Pat 10cr vs 7.4cr Ocf 19cr Kirlferrous RM pressure Pbt 161cr vs 84cr,q1 186cr PAT 120cr vs 65cr Ocf 321cr vs 151cr
Good nos-22/10 from 2 to 3-30pm Apollo pipes Pbt 19cr vs 12.6cr,q1 at 12cr Ocf 15cr Tci express Pbt 45cr vs 31.5cr,q1 at 31.4cr Ocf 50cr Wendt Pbt 9.4cr vs 4.2cr,q1 at 7.2cr Ocf 15cr vs 3.7cr Sundram Clayton Pbt 373cr vs 273cr,q1 46cr Shanti gears Pbt 11cr vs 8cr,q1 11.5cr
Good nos-22/10 till 2-30pm Kajaria ceramics V good Rev 981cr vs 717cr Pbt 157cr vs 119cr,q1 at 57cr Ocf 199cr Supreme inds Rev 1932cr vs 1377cr Pbt 257cr vs 201cr,q1 at 168cr Ocf -40cr vs 509cr Mahindra Holidays Pbt 78cr vs 41cr,q1 at -19cr Ocf 226cr Decent: Stylam Polycab
Trident Ltd #trident Stellar q2fy22 👌 2nd super quarter in a row Rev at 1701cr vs 1173cr PBT at 314cr vs 138cr Q1 PBT at 274cr PAT at 234cr vs 108cr Q1 PAT at 207cr EPS at 0.47rs vs 0.21rs Q1 at 0.41rs H1 eps of 0.88rs vs 0.23rs Ocf at 740cr
Good nos-21/10 till 7pm from 4pm IEX Strong OCF,good growth 2:1 bonus Pbt 102cr vs 58cr,q1 at 81cr OCF 277cr vs 94cr Kirloskar pneumatic Rev 230cr vs 150cr Pbt 15.5cr vs 8.5cr,q1 at 9.8vr Strong OCF Lodha Pbt 295cr vs -87cr,q1 at 219cr Pat 223cr vs -362cr Strong h2 commentary
Good nos-21/10 from 2 to 3:45 Jsw Steel Solid Pbt 9188cr vs 2458cr,q1 at 8296cr Ocf at 7460cr vs 5730cr Heritage foods Pbt 54cr vs 22cr,q1 at 42cr Iifl sec Pbt 96cr vs 69cr,q1 at 87cr Ocf 119cr at 38cr CG power Pbt 143cr vs -37cr,q1 at 71cr Bororenew Pbt 48cr vs 20cr
Good nos-21/10 till 2pm Rajratan Bumper Pbt 44cr vs 19cr,q1 at 28cr Ocf 43cr vs 18cr Sterlite tech Pbt 137cr vs 80cr,q1 at 128cr Ocf 294cr vs 495cr Enkei wheels Gateway Pbt 47cr vs 15cr,q1 qt 43cr Kabra extrusion Bank of Maharashtra Reduced NPA,good RoA Pat 263cr vs 130cr
Arihant superstructures #ASL #arihantsup Record OPM Increasing trend in OPM 23% vs 19% in last q2 18% in q1 EBITDA 20cr vs 12cr Pbt 15cr vs 5cr PAT 12cr vs 4cr Q1 8cr H1FY22 sales Booking of 831units vs 321 ⬆️150% Fy21 booking was 1097units H2 should b good based on this
TT Ltd #TTL A microcap comp 2nd consecutive good qtr Into textiles(yarn manufacturing n knitting) Rev at 118cr vs 99cr PBT at 5.2cr vs -4cr Q1 PBT at 4cr H1 PBT at 9.2cr vs -9.3cr PAT at 5.2cr vs -3cr Q2 EPS of 2.42rs vs -1.24rs H1 EPS of 4.4rs vs -3rs Ocf at 11cr
Good nos-20/10 from 2 till 6-30pm Suryalakshmi cotton Pbt 7cr vs -10cr,q1 at 5.2cr PAT 4.2cr vs -6.5cr Ocf -5cr vs 44cr Deep polymers Rev at 43cr vs 8cr Pbt 4cr vs 1.2cr,q1 at 0.9cr Ocf 17cr vs 1.5cr Supreme Petro Pbt 167cr vs 112cr,q1 at 194cr Ocf 413vr vs 175cr Int div 4rs
Arihant superstructures #ASL Great set QoQ n YoY Q2 update was robust So h2 should be v good Great h1👌 Q1 had lockdown impact Rev at 88cr vs 64cr PBT at 14.6cr vs 5cr Q1 PBT at 9.6cr PAT at 12cr vs 4cr Q1 PAT at 8.3cr Q2 EPS 3rs vs 0.55 Q1 at 1.9rs H1 eps 4.82rs vs -0.9
Good nos-20/10 till 2pm Taj gvk Rev 56cr vs 11cr Pbt 5.2cr vs -13cr Ocf 13cr vs -5cr Jubilant foodworks PBT at 162cr vs 101cr,q1 at 87cr PAT 120cr vs 75cr Ocf 399cr vs 273cr Menon bearings PBT 7.7cr vs 6cr,q1 at 8.5cr Ocf 11cr Snowman Turnaround Pbt 2cr vs -1.7cr,q1 @ 1.2cr
Mastek #mastek Deal momentum is v strong Healthy traction in all verticals Got 1st logo from Canada Canada is looking good for scaling up Hoping to get first 10million dollar account in US soon US-to be 1/3rd of business in next 2yrs FY: Will grow much above industry growth
Mastek #mastek FCF at 139cr Cash at 944cr Net cash at 719cr RoE 28.7% vs 14.6% in fy20 RoCE at 31.2% vs 17.1% in fy20 Many deal wins in US n North America in all verticals UK stable QoQ North America-growth of 22% yoy and 80% QoQ Mentioned that American growth is key focus
Mastek #mastek Continues to deliver Solid QoQ growth from North America Europe &UK stable QoQ Rev at 534cr up 30.3% yoy EBITDA at 113cr vs 87cr OPM at 21.3% PBT at 108cr vs 76cr Q1 PBT at 106cr PAT at 82cr vs 59cr H1 EPS at 55 vs 37rs Dealwins robust Order backlog ⬆️23%
Good nos-19/10 from 5-30 to 8-30pm LTTS Spl div of 10rs Pbt at 314cr vs 225cr,q1 PBT at 295cr PAT 231cr vs 166cr Ups guidance to 19-20% vs 13-14% earlier Ocf at 461cr vs 680cr Tata steel BSL RM cost pressure Pbt 1836cr vs 342cr,Q1 at 2479cr OCF at 4896cr vs fy21 OCF of 8160cr
Good nos-19/10 till 5-30 ICICI securities Pbt at 471cr vs 372cr,q1 at 417cr PAT 351cr vs 278cr H1 eps at 20.5 vs 14.6rs Sonata software Pbt at 120cr vs 76cr,q1 at 115cr PAT at 91cr vs 57cr Ocf at 208cr Int div of 8rs Jagsonpal pharma Pbt 10.2cr vs 4.8cr,q1 at 9.7cr OCF 20cr
Good nos-19/10 till 3pm Tv18 V good Pbt at 231cr vs 135cr,q1 at 182cr PAT at 231cr vs 115cr Ocf at 262cr vs 400cr Network 18 Pbt at 203cr vs 96cr,q1 at 150cr PAT at 199cr vs 68cr Ocf at 276cr DCM shriram Pbt 229cr vs 154cr,q1 at 215cr PAT 158cr vs 118cr Chlorovinyl-stellar q2
CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 92,886
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