Analysis of results declared on 4th Aug 2020

Analysis of results declared on 4th Aug 2020 PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis. Godrej Cons: SOLID resultsCS on Godrej Consumer: Increases target price to Rs 830 (from Rs800)Jefferies on Godrej Consumer: Upgrade to buy & increases target price to Rs 820 from Rs 550 Tata Cons: SUPER GOOD (65x TTM) PATAKASPARC – WoW numbersVVVV lumpy numbers - profit after 8 quarters of lossesHighest profit in last…

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Analysis of results declared 3rd Aug 2020

Analysis of results declared on 3rd Aug 2020PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis GOODSolara Active Pharma ScienceNet profit up 59.4%Revenue up 5.5%Margins at 28.5% vs 23.5%Ttm p/e 19xOperating leverage delivering highest ever EBITDA in a quarterhttps://www.bseindia.com/xml-data/corpfiling/AttachLive/015008a6-4371-4af2-9ea1-b1828bf2532f.pdf OkishBSE LtdSales at 133 cr vs 161 cr due to Lower listing fess and transaction chargesEbidta at 40 cr vs 51 cr yoy, vs 8 cr qoqPat at 32 cr vs…

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Analysis of results declared on 31st July & 1st Aug 2020

Analysis of results declared on 31st July & 1st Aug 2020PS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis PATAKADeepak FertilizersSales up 23%, EBIDTA up 127% at 272 cr, margins at 19.7% vs 10.6%, PAT up 1113% at 120 cr vs 10 crFert segment sales 597 cr vs 396 cr, margins at 7.3% Vs negative 2.5%Chemical segment sales 784 cr vs 718 cr, margins at 29.3% Vs 17.4%Stock was up…

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Analysis of results declared on 30th 2020

Analysis of results declared on 30th 2020 with @AnilSinghvi_ on @ZeeBusinessPS: Data for education purpose only, use ur own discretion. Views on results may wary as per individual analysis PATAKAGE ShippingSales up 36%, EBIDTA at 610 cr vs 210 cr; margins at 57.1% vs 26.9%, PAT at 468 cr vs loss of 54 crAmbit: Operating EBITDA increased 184% YoY (above our estimate by 26%).Current historically low valuation of P/NAV of 0.4x (2-year TP: Rs463), ~40% below global peers,makes this bet…

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Analysis of results declared on 29th July 2020

Analysis of results declared on 29th July 2020 Bharti Airtel: strong internals; India Mobile EBITDA up 3% QoQ, against our anticipation of ~6% decline + higher ARPUs vs expCLSA target on airtel at 715BoFa ML: An unexpected & surprise ARPU uplift Maruti Suzuki: weak Dr Reddy's Labs: API beat Colgate-Palmoliv: better vs exp due to cut in adv cost Interglobe Aviat: weak GOODChambal Fert.Cons sales up 13%, EBIDTA up 32%, PAT up 80%Margins at 18.3% vs 15.6% yoy, vs 11%…

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Analysis of results declared on the 28th July 2020

Analysis of results declared on the 28th July 2020 SUPERTata CoffeeSales up 26%, EBIDTA up 40%, PAT up 62%Ebidta margins at 18.8% vs 16.9%21x TTM P/E Hexaware (big beat on Rev and Margins)Sales up 2% QoQ, EBIDTA up 16% QoQCC Rev dn 0.9% vs est of 7% declineEBIT margin up 140bps QoQ to 13.2% (vs. IIFLe at 10.6%)Management stated that 2Q is the bottom & expects growth in 3Q/4QDelisting process is undergoingDe-listing vs. re-rating15x FY21e EPS GOODSanofi IndiaSales down 5%,…

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Analysis of results declared on the 27th July 2020

Analysis of results declared on the 27th July 2020 GOODIndian Metals & Ferro AlloysSales down 9%, ebidta at 62 cr vs 56 cr (vvv volatile earnings)Margins at 15.4% vs 12.5%PAT at 24 cr vs 13 cr0.4 P/B OKishBELSales down 21%, EBIDTA down 57%, PAT down 73%13x TTM P/EBetter than expectations – few analysts expected co to report margins at 5-6% PfizerSales down 5%, EBIDTA up 12%, PAT up 10%TTM P/E 40x WEAKMah. SeamlessSales down 39%, EBIDTA down 56% at 104…

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Analysis of results declared on the 24th & 25th July 2020

Analysis of results declared on the 24th & 25th July 2020 This data is only for education, plz use your own discretion PATAKANA STAND OUT PERFORMANCECoromandel Int (in crop protection – last year 1 of the cos plant was shut due to a fire incident)Sales up 51%, EBIDTA up 111%, PAT up 301%Earnings growth led by higher fertilizer manufactured margins/exceptional fertilizer volume growth (partly led by favourable base & pre-buying)/reversal in crop protection earnings (last year one of the plants…

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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 GOODAgro Tech Foods.Sales up 3%, EBIDTA up 43%, PAT up 78%Ebidta margins improved to 10.4% vs 7.4% yoy, vs 5% QoQOther exp at 27 cr vs 32.5 cr40x TTM P/E OKishZensar Tech$ Rev dn 7% but ebidta up 1%, pat up 5.5% QoQEBITDA % at 14.4% vs 13.9%Net cash co with strong deal pipeline11x TTM P/E WEAKABB IndiaSales down 43%, EBIDTA…

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Analysis of results declared on 22nd July 2020

Analysis of results declared on 22nd July 2020 #excelgiri This data is only for education, plz use your own discretion OKishAstec Lifescience QoQ weakSales up 45% but down 38% QoQEBIDTA at 28 cr vs 6 cr (last qt it was 43 cr)PAT at 16 cr vs loss of 1 cr yoy, but down form 31 cr last qtrValuations rich at 33x GoodICICI SecSales up 41%, PAT up 70%Brokerage segment income at 355 cr vs 219 crBrokerage segment EBIT at 246…

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