CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 77,260
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Good nos-28/7 from 2 till 3:30pm Moldtek packaging Pbt at 16.5cr vs 2cr,q4 pbt at 23.6cr Grindwell norton Pbt at 87cr vs 32cr,q4 at 110cr Birlasoft Pbt 151cr vs 80cr,q4 at 137cr Robust dealwins Usha martin Pbt 69cr vs 13cr,q4 at 80cr Tci express Pbt at 31cr vs 1cr,q4 at 55cr
Good nos-28/7 till 2:30 Srf Pbt at 534cr vs 226cr,q4 at 512cr Greenpanel Pbt at 41cr vs -38cr,Q4 at 85cr Geojit Pbt at 51cr vs 33 r,q4 at 47cr Pfizer Pbt at 269cr vs 173cr,q4 at 132cr Century textiles Pbt at 62cr vs -35 r,Q4 at 26cr Welspun india EBITDA at 450cr vs 238cr
Good nos-28/7 till 1:30pm Gateway distriparks Pbt at 43cr vs 15cr,q4 pbt at 48.6cr PAT at 44cr vs 11cr Apcotex Pbt at 27.5cr vs -7cr,q4 at 28cr Rev at 187cr vs 61cr Pat at 22cr vs -16cr Teamlease Pbt at 24cr vs 18cr,q4 at 25cr IDBI Bank PPOP at 28cr vs 13cr
Godawari Power & ispat #GPIL Snippets from inv ppt Debt free-standalone Consol D/E 0.15x Exiting non core business Hira Ferro alloys to b a subsidiary frm q2 28cr EBITDA n 24.3% OPM Q1 EBITDA of 573cr up 354% New capacities in fy22-low cost capex Q2 realizatns n volumes>Q1
GNA Axles #GNA Guidance of 35% growth considering that domestic CV business won't pick up for fy22 However, optimistic about recovery in h2 So guidance has upside risk Tractor+exports very strong trends Momentum to sustain n get better Edelweiss upgrades and sees a rerating
Good nos-27/7 from 5:15 to 6:15pm Rubfila Rev at 98cr vs 43cr Pbt at 17cr vs 2.3cr,q4 pbt at 15cr Pat 12cr vs 1.2cr Ramco industries Pbt at 72cr vs 52cr, q4 pbt at 47cr PAT 42cr vs 35cr BLS international Rev at 182cr vs 55cr Pbt at 21cr vs 4cr,q4 pbt at 16cr Pat 20cr vs -0.8cr
Godawari Power & ispat #GPIL Bumper q1fy22 Repaid a lot of debt Fin cost at 10cr vs 36cr Rev at 1127cr vs 675cr PBT at 562cr vs 64cr Q4 PBT was 452cr Big jump qoq👌 PAT at 427cr vs 41cr👌 Q4 pat at 327cr Q1FY22 EPS of 123.5rs👌 Fy21 eps at 181rs Interim dividend of 5
Good nos-27/7 from 3 to 5:30 Tips industries Rev 29cr vs 15.6cr Pbt 19cr vs 8.5cr,q4 at 21.7cr Dalmia bharat-qoq degrowth Pbt at 372cr vs 299cr,q4 at 417cr IndusInd bank PPOP at 3185cr vs 2927cr PBT at 1341cr vs 668cr Npas under control Decent set: Torrent Pharma Granules
Good nos-27/7 from 2:15 to 3:30pm Monarch networth Pbt at 19cr vs 2.6cr,q4 at 17.5cr PAT at 13.5cr vs 1.8cr Kpr mills Pbt at 224cr vs 79cr,q4 at 238cr Other Income 37cr vs 6cr PAT at 168cr vs 60.3cr Filatex Pbt at 76cr vs -37cr,q4 at 173cr Pat 52cr vs -28cr Elantas beck
Good nos-27/7 from 1 to 2:15 Sanofi Pbt at 243cr vs 185cr,q4 at 195cr H1 Ocf at 512cr vs 294cr Arihant capital Pbt at 15cr vs 7cr,q4 at 14.3cr Pat at 12cr vs 5cr Sharda cropchem Pbt at 66cr vs 34.6cr,q4 at 167cr Rev at 629cr vs 398cr Bhageria inds Pbt 17cr vs 7cr,q4 at 25cr
Good nos-27/7 from 12:30 till 1:10pm Apar inds-v good Rev at 1291cr vs 1821cr Pbt at 79cr vs -30cr,q4 at 64cr Lux inds Pbt at 85cr vs 49cr,q4 at 124cr Ttk prestige Pbt at 31cr vs 2cr,q4 at 85cr Canara Bank PPOP at 5750cr vs 4285cr Pbt at 2022cr vs 459cr Nnpa at 3.46% vs 3.95%
Good nos-27/7 till 12:45pm Gm Breweries Pbt at 16cr vs 3cr,q4 at 53cr Pat at 12cr vs 2.4cr Morepen labs Pbt at 39cr vs 19cr,q4 at 28cr Pat at 30cr vs 19cr Greenlam Pbt at 22.5cr vs -10cr,q4 at 40cr Pat at 17cr vs -7cr The Anup engg Pbt at 10cr vs 7cr,q4 at 33cr PAT 8cr vs 5cr
GNA Axles #GNA V v bullish commentary Conservative revenue growth guidance of 35% for fy22👌 Next 2-3 qtrs are going to b v strong Europe-stable North America-v strong Utilization-70-75% Added 20% extra capacity Another 10% by end of fy22 Might do 60-63rs eps for fy22e
GNA Axles #GNA When analyst estimates get it all wrong(by hugggee margin) Projection vs delivery: Despite 2months washout cuz of lockdown Estimates of Sharekhan: EBITDA of 10.8vr PAT of 9cr And GNA delivers: EBITDA 54cr PAT 30cr 17% OPM despite RM challenges Q1 EPS 14rs🙂
Good nos-26/7 from 5:30 to 7:30pm Jindal stainless Rev at 4042cr vs 1385cr Pbt at 431cr vs -163cr,q4 at 361 r Pat at 305cr vs -124cr VLS finance Pbt at 80cr vs 5cr,q4 pbt at 107cr Pat at 72cr vs 12cr Kabra exteusiontechnik Bad qoq Pbt at 4cr vs 0.07cr,q4 at 15cr Pat at 2.7cr
Good nos-26/7 from 4 to 5:30pm Kpit technologies Rev at 580cr vs 495cr PBT at 77.5cr vs 29cr,q4 at 59cr PAT at 60cr vs 24cr,q4 at 52cr DLF Rev at 1242cr vs 647cr Pbt at 285cr vs -180cr,q4 at 418cr Vishal fabrics Pbt at 14cr vs -7.7cr,q4 at 23.7cr PAT at 10cr vs -9cr
Good nos-26/7 from 2:30 to 4pm Visaka Pbt 55cr vs 46cr,q4 at 42cr PAT 41cr vs 34cr Scan steel Pbt 29cr vs 1.6cr,q4 at 29.5cr PAT 22cr vs 0.18cr Udaipur cement Ebitda 43cr vs 29cr Pbt 23cr vs 6cr,q4 at 26cr Apollo pipes Pbt 12cr vs 3cr,Q4 at 23cr Vedanta Pbt 7304cr vs 2033cr
Kirloskar ferrous #kirlfer Amazing quarter Despite lockdown/restrictions/oxygen availability Rev at 823cr vs 213cr Pbt at 186cr vs -12cr Q4 PBT at 170cr PAT at 140cr vs -17cr Q4 pat at 135cr Q1 EPS of 10rs Fy21 eps of 21rs👌
Good nos-26/7 till 2:30 Rkforge Pbt at 37cr vs -45cr,q4 at 53cr Coromandel-v good Pbt at 445cr vs 337cr,q4 at 213cr PAT at 337cr vs 250cr Jtl infra Pbt at 11cr vs 1.6cr,q4 at 15cr PAT at 8cr vs 1.2cr Phillips carbon Pbt at 131cr vs 3cr,q4 at 161cr Pat at 104cr vs 2.5cr
GNA Axles #GNA Pleasant surprise-qoq growth despite lockdown/restrictions for 2 months Strong demand-exports-very good Traction Holds on to margins despite higher RM prices Record high EBITDA, PBT n PAT in any qtr Q1 EPS of 14rs Fy22 will be v good Q1 Ebitda 54cr vs 6cr
CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 77,260
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