Analysis of all results reported on 18th Aug 2020

Analysis of all results reported on 18th Aug 2020

Analysis of all results reported on 18th Aug 2020

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

Good
KNR Construction
Sales down 1.5%, ebidta up 12.3%, pat up 8.8%
Margins at 25% vs 21.8%
12x ttm p/e

Uflex
Sales up 0.7%, ebidta up 52%, pat up 116%
Margins at 20.9% vs 13.8%
Stock up from 118 to 338
6.6x ttm p/e
Packaging cos have done v well this quarter

FACT
Sales up 57% at 552 cr, ebidta at 32 cr profit vs loss of 11 cr
Margins at 6.2% vs negative 3.2%
Co has done 17% margins in March 2020
Stock up from 21 to 50

OKish
Guj Inds. Power
Sales down 5%, ebidta down 18%, pat down 29%
3.4x p/e ttm
0.5 p/b
15% roce

WEAK
Indo Count Inds.
Sales down 35%, ebidta down 45%, pat down 48%

PHUUUUUSSS
TCNS Clothing
Sales down 88% at 32 cr vs 280 cr
ebidta loss at 43 cr vs profit at 58 cr
net loss at 45 cr vs profit at 20 cr
last 2 quarters co has reported loss

Precision Camshf
Sales down 51%, ebidta loss at 35 lakh vs profit of 27 cr

Varinder Bansal

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

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