Analysis of results declared on 23rd July 2020

Analysis of results declared on 23rd July 2020

Analysis of results declared on 23rd July 2020

This data is only for education, plz use your own discretion

GOOD
Agro Tech Foods.
Sales up 3%, EBIDTA up 43%, PAT up 78%
Ebidta margins improved to 10.4% vs 7.4% yoy, vs 5% QoQ
Other exp at 27 cr vs 32.5 cr
40x TTM P/E

OKish
Zensar Tech
$ Rev dn 7% but ebidta up 1%, pat up 5.5% QoQ
EBITDA % at 14.4% vs 13.9%
Net cash co with strong deal pipeline
11x TTM P/E

WEAK
ABB India
Sales down 43%, EBIDTA down 81%, PAT down 77%
PAT at 16 cr vs 130 cr
Margins at 2.4% vs 7.2%
55x TTM P/E

Mahindra EPC
Sales down 13% yoy, down 44% QoQ
EBIDTA down 16% Yoy, down 74% QoQ
Remains a hope story since last decade
March 2019 sales 260 cr, march 2020 at 284 cr

GM Breweries
Sales down 77%, EBIDTA down 81%, PAT down 85%

PHUUUS
Tube Investments
Sales down 67%, ebidta loss at 34 cr
Cycles and Accessories sales to 100.6 cr vs 290 cr
Engineering sales down to 164 cr vs 656 cr
Metal Formed Products sales down to 180 cr vs 412 cr
All segments reported negative ebit

SKF India
Sales down 61%, reports an EBIDTA Loss vs profit of 15 cr
37x TTM P/E

Supreme Petroch.
Sales down 62%, reports an ebidta loss of 3 cr vs profit of 68 cr
18x TTM P/E

Foseco India
Sales down 68%, reports an ebidta loss of 5 cr vs profit of 13 cr
21x TTM P/E

Vardhman Acrylic
Sales down 63%, ebidta down 91%, pat down 96%
Margins at 5% vs 25%

KCP Sugar &Inds.
Ebidta loss at 11 cr vs profit of 33 cr yoy, vs loss of 2 cr qoq

Varinder Bansal

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

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