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…

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All results declared on 29th June 2020

Patata V Good (closer to Pataka but not Pataka)Bharat Dynamics: sales up 64%, ebidta up 2.3x, pat up 1.5x (16x p/e, 2.3 p/e) - Major booking of sale happened in this quarter (q is whether this will be consistent) N R Agarwal Inds: sales down 7%, ebidta up 86%, margins at 18.7% vs 9.3%, pat 37 cr vs 14 cr (25% roce, 4 p/e, 1 p/b) Linc Pen &Plast: sales down 5% but ebidta up 48%, margins 11% vs 7%,…

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All results declared on 25th & 26th June 2020

Pataka Results Sh. Jagdamba Polymers: sales up 36%, ebidta up 52%, pat up 47% (6 p/e, 47% roce)… textile and fabric finishing mill operator…zero pledge…promoter holding 73%, d.e 0.34 West coast paper: sales up 40%, pat doubles (4.3x, 27% roce), trading below BV of 196…no pledge, d/e 0.47 (issue was always sales growth for west coast (5% sales growth in 5 years – lowest in paper cos)vs JK Paper (13% sales growth in 5 years) Hudco: sales up 28%, pat…

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All results on 26th June, 2020

All results on 26th June, 2020200 cos reported results – taken cos over 50 cr m-cap only PatakaHudco: sales up 28%, pat up 87% (4x)West coast paper: sales up 40%, pat doubles (3.8x, 30% roce) GoodITC: special dividendGlenmark: ebidta up 28%, pat up 36% (18x)Hind Food: sales up 65%, ebidta up 146% (78x)CESC Ventures: ebidta up 30% (cmp 171, BV 876)Rubfila Intl: sales up 20%, ebidta up 25% (9x, 18% roce) Not BadSheela foam: sales donw 6%, margins 14.7% vs…

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All results declared on 25th June 2020

All results declared on 25th June 2020 #excelgiri Apollo Hosp: GoodAshok Leyland: better vs expCONCOR: mixed; sales down but margins improve GoodJB Chem: ebidta up 40%Garware Polyest: ebidta up 55%, pat up 23%INEOS Styrolut: ebidta 22 cr vs loss earlier (but 115x ??) Not badHAL: sales flat (high TR needs to watched – 11500 cr) WeakTTK Prestige: ebidta down 44%, pat down 80% (June qtr mein kya hoga)Apar Ind: ebidta down 21%, PAT down 46%Deccan Cements: ebidta down 60%Kirl.Pneumatic: ebidta…

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All results declared on 24th June 2020

All results declared on 24th June 2020 #excelgiriGoodSharda cropchem: sales up 15%, margins 18.7% vs 10.3% QoQBannari Amm.Sug: sales up 69%, ebidta up 33%H.G. Infra Engg: ebidta up 15% (8x) Not BadPNC Infra: sales up 6% (5x)Esab India: ebidta up 3% (30x)Indoco: ebidta up 17% (80x) WeakAsahi India Glass: sales down 17%, ebidta down 25%India cements: ebidta down 61%Tide water oil: sales down 17%, ebidta down 29%India Glycols: ebidta down 12%,pat down 33%Astra micro: margins 8.4% Vs 25% QoQ (vs…

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All results declared on 23rd June 2020

All results declared on 23rd June 2020 #excelgiri PatakaNLC India: sales up 24%, ebidta up 2.7x (5x) GoodAlkyl: sales flat but ebidta & PAT surgesBalrampur chini: sales up 32%Magadh Sugar: sales up 39%, pat up 63%Asahi Songwon: sales up 7%, ebidta up 45% (8x)Man Ind: sales up 1.5x, ebidta doublePG Electroplast: good improvement QoQ All results declared on 23rd June 2020 #excelgiri WeakHatsun: okish numbers (87x TTM???)Vardhaman Textiles: sales down 9.5%, ebidta down 14% (6.5x)Johnson Con. Hit: sales down 35%,…

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All results declared on 22nd June 2020

All results declared on 22nd June 2020 #excelgiri Good Kirloskar Ind: sales down 15% BUT margins 16% vs 8% AIA Engineering: good pickup in sales QoQ; margins maintained Avadh Sugar: sales up 45% Weak GE Power: 2.4% margins (never understood this co) JTEKT: sales down 23%, margins 9% vs 14.5%  Ugly  Kingfa Science: EBIDTA down 79%, PAT donw 95% (sales flat but huge expenses this time - other exp 26 cr vs 16.5)

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All results declared on 19th June 2020

All results declared on 19th June 2020 #excelgiri GoodDalmia Bharat: margins 17.4% vs 12%; ebidta up 40%Camlin Fine: margins 11.7% vs 6.3%; ebidta up 104%Diamines & Chem: ebidta 10 cr vs 4 cr UglyDFM Foods: sales down 17%, ebidta down 88%; margins 1.9% vs 14%Anuh Pharma: ebidta down 75%; margins 2.6% vs 9.4% WeakBajaj Electrical: sales down 27%, ebidta down 43%Kirloskar Oil: margins 9.6% vs 14.8%Novartis: sales down 15%, ebidta down 45%Unichem Labs: sales down 15%, ebidta down 47%Enil: margins…

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All results declared on 18th June 2020

All results declared on 18th June 2020 #excelgiri GoodSPIC: sales up 13%, ebidta up 43%Asian Oilfield: margin 23.5% Vs 15%GSFC: ebidta at 146 cr vs - 41 cr QoQLumax Ind: pat up 15%, ebidta up 10% WeakThermax: sales down 36%, ebidta down 63%Birgade: ebidta down 37%Caplin point: ebidta down 17%; margins 25% Vs 34.6%IRB: sales down 19%Whirlpool: ebidta down 20%Hikal: sales down 17%, ebidta down 16% UglyMOIL: sales down 43%, ebidta down 96%Guj Alkalies: sales down 24%, ebidta down 70%;…

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