CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 38,207
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#amrutanjan Now if they scale up from here,can be a dark horse to watch for Healthcare/FMCG-has a mix of both V good balance sheet-zero debt V conservative management Q2 numbers were best in the history of amrutanjan Record high margins Despite lockdown,managed to do v well
#amrutanjan Consolidating well after stellar q2 From the inv presentation of amrutanjan Debt free comp with solid balance sheet Demand remains strong across all product categories Balms preferred over tablets-current trend Growth momentum can sustain n continue in Q3 n q4
#lauruslabs LAURUS labs One more important slide from acquisition ppt 2nd manufacturing facility of Richcore Lifesciences with total fermentation capacity of 1,80,000lts to be operational from Q4FY21 Present operational facility at Bengaluru has fermentn capacity of 10,750lts
Laurus labs Updates on acquisition To acquire 72.55% stake in Richcore Lifesciences 247cr consideration-to be paid entirely from internal accruals Helps Laurus to enter into unique and high growth segments and helps in diversification of revenue base Concall at 11am tomo
Macquarie on specific indian pharma companies and API players Outlook remains bright for most of these names Growth momentum should continue in h2 Atleast for LAURUS labs Solara active pharma Granules India Jubilant lifesciences
Sh kelkar concall transcript pointers: Maegins-gross and ebitda margins are largely sustainable No one offs in q2.demand remains to be healthy Capex phase is done.can do 2.5x revenues at full utilization Debt is mostly due to acquisition.will pay off 200-250cr by fy22
#visaka Disclosure for visaka industries promoter buying
#visaka Visaka industries Promoter bought 4,00,000 shares couple of days back Promoter increasing stake every quarter from March SHP: March 2020-42.46% June 2020-43.8% Sept 2020-44.5% With this 4 lakhs, it's a further increase of 1.6%
#jaysreetea Jayshree tea Monthly business updates: no impact of covid on operations Tea is labelled as essential commodity Crop loss- ensures short supply and stable prices
Jayshree tea #jaysreetea Alltime high ebitda and pat for q2 Tea proces are expected to stay stable for another 2-3qtrs atleast due to lower production Only liquid tea stock Q2: Rev at 270cr vs 200cr Pbt at 67cr vs 7cr PAT at 67cr vs 3.6cr Ocf up 2x Q2 eps of 30rs!!
#visaka Strong opening comments from visaka industries in q2 concall now Textiles segment will do well in Q3 Building materials-strong pricing power, premium segment is doing very good Q3 and q4 to be very good
Globus Spirits #globusspr Decent correction post robust q2 Q3 will have margin expansion vs q2 High teens revenue growth guidance for fy21 Vol +26%-q2 Margin To Stabilise Post Q3 and will b maintained Sales in Rajasthan contributed well and the trend is expected to continue
Amrutanjan hits 500+ from the levels of 430 after Results Hygiene products and balms doing extremely good Speaks of momentum continuing in Q3 and q4 Good guidance for fy21 Q2: Sales at 92cr vs 75cr Ebitda at 28cr vs 12cr Pbt at 31cr vs 12cr PT at 24cr vs 9cr Q2 eps of 8.1rs
From the investor presentation of amrutanjan #amrutanjan Demand remains strong across all product categories Balms preferred over tablets-current trend Growth momentum can continue in Q3 and q4 Q2fy21 Pat stood at 30cr vs 8cr Pbt stood at 40cr vs 13cr Q2 eps of 8rs
Now, mastek pledge becomes zero🙂 Only overhang that few thought, is out of the way It all comes to fundamentals now,and is on very strong footing now Evosys Acquisition is the best thing that has ever hppnd Guidance of better h2 vs h1 when h1 had been a cracker in many years
Good nos-13th nov from 4-30pm Eveready industries Kanchi karpooram Tata steel Gillanders Intense technologies Izmo-other income Andrew yule Sree rayalseema strength hypo B&A Nikhil adhesives Southern gas Kilitch drugs Polson
Good nos-13th nov till 4-30 Banco products HAL KSE Tide water oil Nirlon Mold tek packaging Everest kanto cylinder Ganesh benzoplast GP petroleums Superhouse Tyroon tea Bambino agro Tarmat Vijay solvex Suyog telematics IST
Banco products Excellent q2 Solid topline growth and excellent profit growth Superb operating cash flow PBT at 65cr vs 21cr PAT at 41cr vs 15cr Q2 eps of 5.3rs Ocf of 58cr vs 20cr H1 eps of 8rs
First report on globus spirits by ICICI direct Looking at a capex to increase capacity by 25%-95cr To fund it with internal accruals Cash flow should remain strong and will be used to retire debt Premium offering unibev-ramping up its presence in more states
CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 38,207
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