
Asst Editor & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Sneakers, Fitness, Keyboardist, 40 under 40, ARR/SRT/Jobs=God, #FMCGisLife
Followers: 93,724
-
KRBL A conversation with the management #KRBL #StockMarket
MAYUR UNIQUOTERS Volumes this year to grow 15-20% Margins to stay b/w 17-19%, lowered from earlier guidance of 21-22% Mercedes’ offtake & PU plant utilizations were lower than expected this quarter #MayurUniquoters #StockMarket
SOMANY CERAMICS - Gas prices may have begun to peak out, need to monitor - Target 15-20% volume growth this year - Exports from unorganized players have increased this year, better opportunity for branded players to sell in India #SomanyCeramics
CUMMINS Expects growth momentum in Exports to continue Targets 500 Cr/Qtr in Exports Some supply chain issues continue, but large demand from Data centre, Telecom etc #CumminsInd #StockMarket
GREAVES COTTON Targets over 30000 units/Qtr in EVs Non-EV Biz has achieved EBITDA break-even, will sustain Will develop retail channels for Ampere, and spend 4-6% on Ads @GreavesCottonIN #StockMarket
SOMANY CERAMICS Stock +6% post numbers Key to watch: Gas prices
Indiabulls Housing - AUMs have stabilized, will grow 10% in FY23 - De-promoterisation process will take a Qtr
PIDILITE Mgmnt says Q2 gross margins could be weaker than Q1 However, key inputs have cooled off, we may see a movement back to 20-24% in H2 Demand is strong across all categories Mgmnt says - “THE ELEPHANT IS MOVING 🐘” @StuckByFevicol #FMCGisLife https://t.co/aw35zGYhJF
ARVIND FASHIONS Q1 revenue grew 40% vs Pre-Covid levels Expect cotton prices to reduce 20-30% in H2 Target 15% vs Pre-Covid revenue in FY23, digital & new businesses growth 25% Increasing distribution to smaller towns #StockMarket #ArvindFashions
HINDALCO Mgmnt speaks to us post Q1
CUES FOR TODAY SGX Nifty +200 Pts on strong Wall Street Move FIIs cautious in Index Futures and options ahead of expiry Smart money positioned itself for 17350-17650, now opening itself will be 17750 Will there be short covering? Or Profit booking?
SGX NIFTY +200 Pts this morning!
CUES FOR TODAY Bulls Charge! SGX Nifty +200 Pts US Inflation at 8.5% vs exp 8.7% Wall Street Boom: Dow +1.6% Nasdaq +2.9% Disney +7% after hrs! FIIs +1062 Cr in Cash, sell 877 Cr in Ind Fut FIIs also sold 24k calls for expiry today Short covering or resistance at 17750-800?
PATANJALI FOODS Good Revenue; Edible Oil inflation hurts margins PAT aided by 5X jump in Other Income Oil Revenue +46%; EBIT -6%, Margins -200 bps Biz Supported by big expansion in Foods EBIT Food Revenue +61%; EBIT +171%, Margins 2X Big spike in Fin Cost & Other Exp #FMCGisLife
FIIs buy 1062 Cr in Cash today Nifty ended just flat as DIIs sell 768 Cr Some Interesting Stats - FIIs buy >1000 Cr for 4th straight day; 1st time since Feb 21 - FIIs buying streak at 9 sessions; best since Feb 21 - FIIs buy 9500 Cr in Aug so far, best monthly startsince Feb 21
PIDILITE @StuckByFevicol #FMCGisLife Beat in Q1, but here’s why the stock is not running:
APTECH Eyeing 15-20% revenue growth in FY23 Margins will be much higher than last year May look at an acquisition in the near future The company isn’t on the block #Aptech
F&O CUES The momentum has been strong, but I’ll be monitoring these points in particular to check signs of overheating: - India Vix - Nifty Futures Premium - Nifty PCR - Midcap performance Here’s more:
CUES FOR TODAY: - SGX Nifty -40 Pts as compared to NIFTY Futures Monday close - All eyes on US inflation data tonight - Nasdaq -1%; Chip stocks decline overnight - FIIs buy 1450 Cr on Monday, bought over $1Bn in Aug so far - FIIs sell 69k Puts, strong support around 17300-350
MRS BECTORS Revenue +33% at 301 Cr Margins at 4.6% vs 5% PAT -4.5% at 12.7 Cr MRS BECTORS Q1FY23 Growth led by - Price hikes - Increase in distribution - Higher supply to QSRs Gross Margins mainted despite inflation Co spends 21.1% in Other Expenses vs 16.8% YoY #FMCGisLife

Asst Editor & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Sneakers, Fitness, Keyboardist, 40 under 40, ARR/SRT/Jobs=God, #FMCGisLife
Followers: 93,724