All results declared on 30th June 2020

All results declared on 30th June 2020

Pataka


Cupid: sales up 16%, ebidta up 130% at 15 cr vs 6 cr, margins at 35% vs 17.5%, pat at 10 cr vs 4 cr (8x, 28% roce) – Debt free, Promoter holding: 45.06 %, zero pledge

VV GOOD


KSE Ltd (Kerala Solvent Extractions) – largest manufacturer of compound cattle feed: sales up 25%, ebidta profit at Rs 25 cr vs loss of 6 cr, profit of 19 cr vs loss of 4 cr (10% roce)

Chamanlal Setia: sales flat, ebidta up 242% at 31 cr vs 9 cr, margins at 13.7% vs 4%, pat at 21 cr vs 3 cr (7.5x, 20% roce)

Bharat Bijlee: sales down 5%, ebidta up 60%, margins at 7.8% vs 4.6%, pat up 47% (10.6x, 8.8% roce

Deepak Fertilizers: sales flat, ebidta up 35% at 120 cr vs 88 cr, margins 9.3% vs 6.8%, pat at 22 cr vs 5 cr

Sandur Manganese: sales down 11.7%, ebidta up 31%, pat doubles , margins 22.9% vs 15.5% (4x, 38% roce)

Phuuus


Techno Elec.Engg: sales down 40%, ebidta down 80%, pat down 90% (10x, 20% roce)
Ebidta 6 cr vs 33 cr, pat 3 cr vs 30 cr

TN Newprint: sales down 14%, ebidta down 47%, pat down 87% at 2 cr vs 13 cr
Margins at 12.2% vs 19.3%

Shalimar Paints: ebidta loss of 36 cr

BGR Energy System: sales down 70%, ebidta loss at 38 cr vs profit of 129 cr

Scooters India: Last 5 qtrs ebidta margins: -19.5%, -9.9%, -18.4%, -47.3%, -7.7%

Not Bad


Godfrey Philips: sales down 4%, ebidta up 27%, margins 13.5% vs 10.2% yoy, vs 22% qoq (13.5x)

APL Apollo Tubes: sales down 10%, pat down 8% (15x, 20 roce)

Garware Tech Fibre: sales down 12.8%, ebidta up 8.5%, margins at 21.8% vs 17.6% (21x, 27% roce)

Weak


Cera Sanitary: sales down 29%, ebidta down 37% (25x)

Ingersoll-Rand: sales down 30%, ebidta down 37% (25x, 16.5% roce)

Kiri Ind: sales down 23%, ebidta down 35% (PAT due to one-off)

Time Technoplast: sales down 13%, ebidta down 37%

Varinder Bansal

Managing Partner, Pantomath Asset Management. Ex-Corporate Editor & Head of Research, CNBC-TV18

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