Analysis of all results reported on 17th Aug 2020

Analysis of all results reported on 17th Aug 2020

Analysis of all results reported on 17th Aug 2020

PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis

GOOD
Suven Pharma
Sales up 20%, ebidta up 9%, pat flat
Stock has run up 300% from 52-week low
28x ttm p/e
56% roce

Lux Ind
Sales down 6%, ebidta up 30%, pat up 66%
Margins at 18.5% vs 13.3%
Cost control benefit + integration with another co
27x ttm p/e

WEAK
HLE Glascoat
Sales down 8%, ebidta down 4%, pat down 17%
47x ttm p/e
17% roce
40 cr ttm pat and m-cap 1745 cr

Hind Rectifiers
Sales down 30%, ebidta down 66%, pat down 93%
15x ttm p/e
Railway story which never left the station

PHUUUUUSS
Orient Paper
Sales donw 46%, ebidta loss at 16 cr vs profit at 18 cr
20x ttm p/e

Varinder Bansal

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

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