Results declared on 15th July 2020

Results declared on 15th July 2020

V GOOD
GTPL Hathway
Sales up 10.8%, EBIDTA up 14.4%, PAT up 40%
M-cap 830 cr, down 23% from 52-week high (doubled from 52-week low)
TTM P/E 7x, TTM P/B 1x
D/E 0.5, RoCE 16%

PHUUUSS
Andrew Yule & Co
M-cap 665 cr
EBIDTA loss at 35 cr vs loss of 12 cr (4 out of 5 quarter are loss)
Net loss 30.3 cr vs loss of 5 cr
Roce 2%

Minda Corp
Sales down 9.5%, ebidta down 53%, margins at 5.5% Vs 10.7%, net loss at 300 cr
Stock still down 44% from 52-week high
TTM P/E 11, TTM P/B 1.3x, RoCE 17%

Varinder Bansal

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

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