Analysis of all results reported on 19th Aug 2020

Analysis of all results reported on 19th Aug 2020

Analysis of all results reported on 19th Aug 2020

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

For all fans of Ruchi Soya Inds.
Sales at 3043 cr vs 3113 cr
Ebidta at 124 cr vs 36 cr
Pat at 12 cr vs loss of 4 cr

Good
Ashapura Minechem
Sales up 150%, ebidta up 529%, pat up 5173%
Sales at 286 cr vs 115 cr
Ebidta at 27 cr vs 4 cr
Margins at 9.6% vs 3.8%
Had made negative margins in last 3 quarters
PAT at 36 cr vs 1 cr
ROCE: -22.32 %
Promoters have pledged 65.71% of their holding

Cosmo Films
Sales down 11% but ebidta up 52%
Ebidta at 87 cr vs 57 cr
Margins at 18.1% vs 10.6%
Pat at 47 cr vs 28 cr
8x ttm pe

WEAK
Tide Water Oil
Sales fall down to 203 cr vs 339 cr
Ebidta down to 20 cr vs 33 cr
But margins maintained at 9.9% vs 9.7%

Balmer Lawrie
Sales fall down to 277 cr vs 431 cr
Ebidta loss at 2 cr vs profit at 44 cr

Asian Granito
Sales down 58%, ebidta down 89%, net loss reported
Margins at 3% vs 11%
30x ttm p/e???

PHUUUUUSSS
Kennametal India
Sales fall down to 96 cr vs 232 cr
Ebidta loss at 13 cr vs 27 cr profit
Loss of 10 cr vs profit of 18 cr
Ramky Infra
Sales down to 238 cr vs 547 cr
Ebidta at 5 cr vs 38 cr
Nmet loss at 62 cr
Last 5 quarter net loss at 320 cr (all 5 qtr loss)

V2 Retail
Sales down to 37 cr vs 202 cr
Ebidta loss at 33 lakh vs profit at 28 cr
Net loss at 9 cr
Last 2 qtarter reported loss

Varinder Bansal

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

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