CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 53,084
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Mangalore chemicals and fertilizers #mangchefer Good q4 Rev at 603cr vs 567cr Pbt at 24cr vs 5cr Q3 PBT was 1cr PAT looks lower due to 21cr tax credit in last year q4 Good BS improvement Receivables down 60%👌 500cr vs 1446cr OCF at 962cr vs 628cr🔥 Borrowings reduced by 50
Good nos-15/5 from 5:30 till 7:45pm Dcm Nouvelle-bumper Pbt at 33cr vs 3ct,Q3 at 16cr Aym syntex-vgud Pbt at 24cr vs 4cr,Q3 at 16.5cr Ocf at 100cr Jayant agro-gud Pbt at 33cr vs 9cr,Q3 at 16.5cr Ocf not great Quickheal-v good Pbt at 54cr vs 10cr,Q3 at 17.7cr Bhageria-decent
Good nos-15/5 till 5-30pm Cheviot-v good,175rs dividend Kirloskar industries-vgood,eps of 169rs vs 98 Tasty bites-pbt at 18cr vs 11cr Geojit financial-v good,pbt of 48cr vs 25cr Udaipur cement-v gud,pbt at 20cr vs 9cr Trident-decent, down qoq Chembond-decent,debt free
Investor ppt from Ramkrishna forgings #rkforge Ebitda of 108cr vs 37cr with 21% margins-highest ever🔥 Encouraging new business wins LV segment for North America-Significant inroads-fy23 n 24 should show Results Robust export trend Privatzn of railways will help forging inds
Excellent q4 fo Ramkrishna forgings #rkforge Rev at 521cr vs 225cr Pbt at 55cr vs -96cr Q3 PBT was 25cr PAT at 36cr vs -5cr Q3 PAT was 16.6cr Q4 eps of 11.2rs Most of the improvement happened in q4 after a washout h1 So receivables look slightly higher Overall,vstrong set
Balkrishna industries #balkrisind Excellent set👌 Healthy qoq Growth Much better than peerset Rev at 1814cr vs 1437cr Pbt at 502cr vs 346cr, Q3 PBT was 427cr PAT at 380cr vs 264cr Fy21 eps of 61rs👌 Ocf at 1339cr vs 1173c
HIL Ltd #HIL Hits it outside the park!!! Fantastic q4👌👌 Reduced a lot of debt Superb ocf Rev at 452cr vs 297cr Pbt at 54cr vs 9.9cr Q3 PBT was 41cr PAT at 41cr vs 9cr Q3 pat of 30cr Q4 eps of 54rs Fy21 eps of 251rs🔥 Ocf at 292cr vs 70cr Borrowings reduced by 60%
Good nos-14/5 from 3-30 till 5pm Abcapital-good Lower impairments Pbt at 420cr vs 88cr Rev at 5591cr vs 4810cr Skf-good yoy,degrowth qoq Pbt at 138cr vs 91cr,Q3 at 179cr Ocf at 324cr Indigo paints-good,steep valns Pbt at 37cr vs 25cr Gokaldas exports-v good Pbt at 16cr vs 6cr
Good nos-14/5 from 3 till 3:30pm Escorts-good But muted outlook Rev at 2271cr vs 1416cr Pbt at 351cr vs 181cr,Q3 at 376cr Fy21 eps of 92rs Ocf at 1131cr vs 797cr Welspun-decent Margin Pressure qoq due to increased yarn prices Buyback at 120rs Pbt at 180cr vs 110cr,Q3 At 249cr
Good nos-14/5 from 2 to 3pm Vimta labs-good Rev at 60cr vs 44cr Pbt at 10cr vs 0.15cr, Q3 at 10cr Pat at 7.7cr Ocf at 37cr Saint gobain sekurit-good Sales at 38cr vs 27cr Pbt at 8cR vs 3cr, 7.5cr in Q3 Texmaxo rail-v good Pbt at 26cr vs 3cr,Q3 at 17cr Ocf at 40cr
Shakti pumps #shaktipump Q4 and fy21 numbers on Monday ie 17/5/21 In Q3 concall, Mgmnt had told that order book is v strong Big beneficiary of KUSUM Was hopeful of q3 nos sustaining Q3 was record qtr in history Rev of 317cr Ebitda 50cr vs 1cr Pbt 42cr vs -96cr Q3 Eps 14.5rs
Good nos-14/5 till 2pm Menon bearings-good Pbt at 8cr vs 4.6cr,7.6cr in Q3 The anup engg-vgood Rev at 133cr vs 71cr Pbt at 33cr vs 15cr,5cr in Q3 Ocf at 53cr Onward tech-decent Pbt at 3cr vs -14cr Ocf at 33cr vs 28cr Jindal stainless-v good Pbt at 361cr vs -17cr,Q3 at 259cr
Good nos-13/5 from 6 till 7:30pm Polycab-v good Rev at 3064cr vs 2175cr Pbt at 383cr vs 288cr,Q3 at 354cr Fy21 eps of 59rs Strong ocf Fmeg rev doubles,pbt at 24cr vs 18cr in q3 Orient bell-good Rev at 182cr vs 129cr Pbt at 13cr vs 0.28cr,Q3 at 9.4cr Ocf at 19cr vs 64cr
Good nos-13/5 till 6:15pm post 4:15 IEX-good Rev at 94cr vs 69cr PBT at 80cr vs 58cr,Q3 at 76cr Ocf at 306cr vs 126cr BSE-good Rev at 170cr vs 155cr PBT at 37cr, Q3 PBT was 26cr Fy21 eps of 33rs Piramal ent-average
Good nos-13/5 from 3:45 till 4:30 Vssl-robust Rev at 336cr vs 207cr PBT at 40cr vs 5.6cr,Q3 at 31cr Q4 eps of 6.51rs Receivables are higher owing to big q4 Vedanta-good Rev at 29065cr vs 20382cr Pbt at 6516cr vs 1863cr,Q3 at 5410cr Small reduction in debt Westlife-turnaround
Good nos-13/5 till 3:45pm Kirloskar oil engines- v good Rev at 1093cr vs 829cr Pbt at 114cr vs 63cr,Q3 at 91cr Ocf negative due to Inc recievables in fin services biz Eris-decent Rev at 280cr vs 247cr Pbt at 84cr vs 61cr,Q3 at 99cr Safari-good Pbt at 8cr vs 5.2cr Good ocf
Excellent fy21 for sagar cements #sagcem Record high revenue, ebitda, pbt and PAT in the history of the comp Fy21: Rev 1371cr Ebitda 400cr vs 185cr 29% margins PBT 281cr vs 50cr PAT 186cr vs 27cr EPS of 80rs Volume growth of 22% in q4 Ebitda/t of 1267rs 10mn my cap by 2025🔥
Vaibhav global #vaibhavgbl Good set yet again👌 Not comparable qoq-q3 is always strongest due to Christmas Rev at 665cr vs 500cr PBT at 72cr vs 48cr PAT at 60cr vs 39.7cr Fy21 eps of 84rs before adjusting for split Adjusted for split, eps is 16.5rs Ocf at 326vr vs 215cr🔥
Vaibhav global #vaibhavgbl Waiting for vaibhav global nos with the same zeal and enthusiasm that I had when waiting for mastek q4 nos Hope it would be worth the wait One of the imp core pf holding Hoping for a big growth yoy Qoq-q3 is the best ever quarter due to Christmas
Good nos-post 7 pm Very good: Sagar cement-80rs eps for fy21, record high Ebitda,pbt and PAT Kennametal india-pbt more than doubles,q4 eps of 9.8rs Jsw ispat special products-turnaround Q4 eps of almost 2rs Decent: Pidilite-inline Apollo tyres-RM pressure on margins evident
CFA Level III Candidate, MBA(Fin), Great Lakes Institute of Management, Passionate about equity investing Views personal-Not a SEBI registered advisor
Followers: 53,084
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