CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 29,038
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Good nos-4th Aug till 6pm Neuland labs Marksans-pat up 120%,debt free Pi industries-pbt and Pat growth of 30-32%,q1 EPS of 10.5rs Tata consumer-very strong, pbt of 500cr vs 300cr Unichem-turnaround,small profits Zim labs-q1 eps =fy20 eps Asm technologies Vinyl chemicals
Everest industries numbers were decent Sahyadri industries delivered robust numbers-post numbers, 5th uc in a row Visaka industries results tomo HIL day after tomorrow Apart from pharma, API, agrochem n brokerages, this sector seems to be gaining traction with earnings
Excellent results from marksans pharma Growth across all geographies Debt free PAT at 50cr vs 24cr Revenues at 331cr vs 245cr Q1 eps of 1.2 vs 0.56
Good nos-3rd aug Solara-comp reiterates rev growth of 25% n ebitda growth of 25-30prcnt for fy21,q1 eps of 15.5rs Vst industries-very very good,itc had a big degrowth,vst has flat yoy rev n pat even after lockdown Nitta Gelatin- pat growth of 50prcnt with decent sales growth
Great numbers from solara active pharma Q1eps of 16rs Strides numbers day after tomorrow
Welcorp gets 1000cr order Seems to me that normalcy is returning back here Orderbook of 6200cr Net debt free.. good execution track record
Motilal Oswal on laurus labs Q4 will have most part of synthesis business getting reflected in financials as it is H2 heavy
Good set from motilalofs Excluding exceptional items, looks very very good Would ve added another 3.5-4rs to eps Q1 eps at 11.3 considering exceptional items PBT at 279cr vs 186cr
Good nos 31st July-post 5pm Dalmia sugar- awesome qtr, multifold profit growth, 15rs eps for q1 Iolcp- good qtr.pat up 45 odd percent at 127cr vs 85cr, flattish revenues Rpg life- would ve loved if the growth was better here, decent set Panchsheel organics-q4,10.5rs fy20eps
Good nos-31st July till 5pm Upl-excellent set, arysta acquisition playing well Deepak fertilizers-both IPA and fertilizers contributed well Kilpest-q1eps of 36rs!! Sbi-gnpa,nnpa reduced,ROA inched up,valns cheap Vakrangee-if anybody beleives it!! Saregama-turnaround
UPL-great set once again Beats estimates PAT up 93prcnt at 653cr vs 354cr Pbt at 801cr vs 435cr Ebitda up 30prcnt Arysta acquisition is playing out very well Should end up doing eps of 30-35 for fy21
Vaibhav global Great Q1fy21 Q1 eps of 16.4rs vs 11rs Pat at 53cr vs 36cr
Good nos 30th July post 3pm Laurus labs- q1 eps of 16, fdf segment contributes to 36% revenues Torrent pharma- 49prcnt pat growth, 32prcnt ebitda growth Essel propack-60% pbt growth Ganesh benzoplast Karur vysya bank- gnpa n nnpa has reduced after 2-3yrs Sagarsoft-flat rev
Good numbers-30th July till 3pm Polymed-consistent qtr,3rs eps q1 Ajanta Pharma-strong US sales, ebitda up 33prcnt Sequent scientific-margin expansion continues Sahyadri-q1 eps of 25, sales up 50prcnt Daawat-2.5rs eps q1,pat up 87prcnt Geshipping-476cr pat Srf-packaging segment
Daawat-SOLID set Revenue at 1220cr vs 985cr Pbt at 110cr vs 68cr Pat at 83cr vs 45cr Q1FY21 eps at 2.5rs vs 1.34re
One more positive on mastek Promoter released shares from pledge So this overhang is gone too
Stellar quarter for mastek Growth qoq and yoy Revenue up at 403cr vs 253cr PBT at 71cr vs 31cr PAT at 47cr vs 24cr Higher taxes this qtr Full qtr of impact of Evosys acquisition Q1 eps of 17rs vs 10rs Trades at fy21e p/e of 8-9x
Good numbers 29th July post 3-30 pm Bharti Airtel- operationally solid Sagar cement-ebitda growth despite sales degrowth SIS-decent pbt growth Chambal- solid set,7.2rs q1 eps Navin fluorine-36cr other income Rvnl-20prcnt profit growth, would be loved positive ocf
Chambal fertilizers Absolutely "CHAMBALIFIED" Revenue at 3246cr vs 2880cr PBT at 460cr vs 275cr PAT at 300 r vs 164cr Q1FY21 eps of 7.2rs Valuation wise it's very cheap They shud repay 1100-1200cr this time Concall will give more color
Lauruslabs Promoter releases another 25 lakh shares from pledge This is in addition to 5lakh shares that were released last week Released 12prcnt shares from pledge last month Results tomorrow 🙂
CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 29,038
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