Stock Market Live Updates 21 May 2024: Sensex, Nifty open flat; ONGC gains
Sanghvi Movers Ltd. | CMP Rs. 1280 | M Cap Rs. 5541 Cr | 52 W H/L 1433/366
(Nirmal Bang Retail Research)
Result has declined
Revenue from Operations came at Rs. 165.4 Cr (-1% QoQ, 30.4% YoY) vs QoQ Rs. 167 Cr, YoY Rs. 126.8 Cr
EBIDTA came at Rs. 92.1 Cr (-19.8% QoQ, 20.2% YoY) vs QoQ Rs. 114.8 Cr, YoY Rs. 76.6 Cr
EBITDA Margin came at 55.7% vs QoQ 68.7%, YoY 60.4%
Adj. PAT came at Rs. 47.7 Cr vs QoQ Rs. 61.3 Cr, YoY Rs. 33.9 Cr
Quarter EPS is Rs. 11
Stock is trading at P/E of 29.5x TTM EPS
Crompton Greaves Consumer Electricals Ltd. | CMP Rs. 339 | M Cap Rs. 21776 Cr | 52 W H/L 345/252
(Nirmal Bang Retail Research)
Result is marginally above expectations
Revenue from Operations came at Rs. 1961 Cr (15.9% QoQ, 9.5% YoY) vs expectation of Rs. 1952.4 Cr, QoQ Rs. 1692.7 Cr, YoY Rs. 1791 Cr
EBIDTA came at Rs. 203.6 Cr (35.9% QoQ, -3.7% YoY) vs expectation of Rs. 194.8 Cr, QoQ Rs. 149.8 Cr, YoY Rs. 211.4 Cr
EBITDA Margin came at 10.4% vs expectation of 10%, QoQ 8.8%, YoY 11.8%
Adj. PAT came at Rs. 138.4 Cr vs expectation of Rs. 119.5 Cr, QoQ Rs. 86 Cr, YoY Rs. 131.2 Cr
Quarter EPS is Rs. 2.2
Stock is trading at P/E of 30.7x FY26E EPS
V-Guard Industries Ltd. | CMP Rs. 376 | M Cap Rs. 16311 Cr | 52 W H/L 375.5/239
(Nirmal Bang Retail Research)
Result is marginally above expectations
Revenue from Operations came at Rs. 1342.8 Cr (15.2% QoQ, 17.8% YoY) vs expectation of Rs. 1291.3 Cr, QoQ Rs. 1165.4 Cr, YoY Rs. 1140.1 Cr
EBIDTA came at Rs. 127.9 Cr (25.8% QoQ, 29.6% YoY) vs expectation of Rs. 122.7 Cr, QoQ Rs. 101.6 Cr, YoY Rs. 98.7 Cr
EBITDA Margin came at 9.5% vs expectation of 9.5%, QoQ 8.7%, YoY 8.7%
Adj. PAT came at Rs. 76.2 Cr vs expectation of Rs. 75 Cr, QoQ Rs. 58.2 Cr, YoY Rs. 52.7 Cr
Quarter EPS is Rs. 1.8
Stock is trading at P/E of 48.4x FY25E EPS
Biocon Ltd. | CMP Rs. 305 | M Cap Rs. 36618 Cr | 52 W H/L 315/218
(Nirmal Bang Retail Research)
Result ahead of Expectation
Revenue from Operations came at Rs. 3917.1 Cr (-0.9% QoQ, 3.8% YoY) vs expectation of Rs. 3890.3 Cr, QoQ Rs. 3953.7 Cr, YoY Rs. 3773.9 Cr
EBIDTA came at Rs. 915.9 Cr (-1.2% QoQ, -8.2% YoY) vs expectation of Rs. 810.2 Cr, QoQ Rs. 926.8 Cr, YoY Rs. 997.3 Cr
EBITDA Margin came at 23.4% vs expectation of 20.8%, QoQ 23.4%, YoY 26.4%
Adj. PAT came at Rs. 135.5 Cr vs expectation of Rs. 140.3 Cr, QoQ Rs. 638.8 Cr, YoY Rs. 316.2 Cr
Quarter EPS is Rs. 1.1
Stock is trading at P/E of 39.4x FY25E EPS
Triveni Turbine Ltd. | CMP Rs. 605 | M Cap Rs. 19232 Cr | 52 W H/L 613/312
(Nirmal Bang Retail Research)
Result is broadly inline with expectation
Revenue from Operations came at Rs. 458.1 Cr (6.1% QoQ, 23.9% YoY) vs expectation of Rs. 478.1 Cr, QoQ Rs. 431.7 Cr, YoY Rs. 369.8 Cr
EBIDTA came at Rs. 89.8 Cr (7.3% QoQ, 35.4% YoY) vs expectation of Rs. 92.2 Cr, QoQ Rs. 83.7 Cr, YoY Rs. 66.3 Cr
EBITDA Margin came at 19.6% vs expectation of 19.3%, QoQ 19.4%, YoY 17.9%
Adj. PAT came at Rs. 76 Cr vs expectation of Rs. 75.4 Cr, QoQ Rs. 68.2 Cr, YoY Rs. 55.5 Cr
Quarter EPS is Rs. 2.4
Stock is trading at P/E of 54.8x FY25E EPS
Container Corporation Of India Ltd. | CMP Rs. 1037 | M Cap Rs. 63184 Cr | 52 W H/L 1088/610
(Nirmal Bang Retail Research)
Result below Expectation
Revenue from Operations came at Rs. 2317.6 Cr (5.1% QoQ, 7% YoY) vs expectation of Rs. 2361.7 Cr, QoQ Rs. 2205.1 Cr, YoY Rs. 2166 Cr
EBIDTA came at Rs. 489 Cr (-4.4% QoQ, 10% YoY) vs expectation of Rs. 542.7 Cr, QoQ Rs. 511.7 Cr, YoY Rs. 444.7 Cr
EBITDA Margin came at 21.1% vs expectation of 23%, QoQ 23.2%, YoY 20.5%
Adj. PAT came at Rs. 294.5 Cr vs expectation of Rs. 365.3 Cr, QoQ Rs. 334.4 Cr, YoY Rs. 279.7 Cr
Quarter EPS is Rs. 4.8
Stock is trading at P/E of 40.5x FY25E EPS
Vodafone Idea Ltd. | CMP Rs. 13 | M Cap Rs. 87559 Cr | 52 W H/L 18/7
(Nirmal Bang Retail Research)
ARPU came at Rs 146 vs expectation of Rs 148 , QoQ Rs 145 , YoY Rs 135
Result is inline with expectations
Revenue from Operations came at Rs. 10606.8 Cr (-0.6% QoQ, 0.7% YoY) vs expectation of Rs. 10695.6 Cr, QoQ Rs. 10673.1 Cr, YoY Rs. 10531.9 Cr
EBIDTA came at Rs. 4335.8 Cr (-0.3% QoQ, 3% YoY) vs expectation of Rs. 4321.3 Cr, QoQ Rs. 4350.4 Cr, YoY Rs. 4210.3 Cr
EBITDA Margin came at 40.9% vs expectation of 40.4%, QoQ 40.8%, YoY 40%
Adj. PAT came at Rs. -7674.6 Cr vs expectation of Rs. -7557.1 Cr, QoQ Rs. -7741.4 Cr, YoY Rs. -6396.5 Cr
Quarter EPS is Rs. -1.2
Stock is trading at P/E of -2.3x FY25E EPS
Restaurant Brands Asia Ltd. | CMP Rs. 103 | M Cap Rs. 5103 Cr | 52 W H/L 138/95
(Nirmal Bang Retail Research)
Result is ahead of expectations
Revenue from Operations came at Rs. 597.1 Cr (-1.2% QoQ, 16.2% YoY) vs expectation of Rs. 589.9 Cr, QoQ Rs. 604.2 Cr, YoY Rs. 514 Cr
EBIDTA came at Rs. 69.2 Cr (1.3% QoQ, 152.9% YoY) vs expectation of Rs. 58.5 Cr, QoQ Rs. 68.4 Cr, YoY Rs. 27.4 Cr
EBITDA Margin came at 11.6% vs expectation of 9.9%, QoQ 11.3%, YoY 5.3%
Adj. PAT came at Rs. -85.3 Cr vs expectation of Rs. -54.4 Cr, QoQ Rs. -36.2 Cr, YoY Rs. -73.4 Cr
Quarter EPS is Rs. -1.7
Stock is trading at P/E of -38.2x FY25E EPS
DCW Ltd. | CMP Rs. 52 | M Cap Rs. 1534 Cr | 52 W H/L 72/42
(Nirmal Bang Retail Research)
Result has improved
Revenue from Operations came at Rs. 621.7 Cr (56.3% QoQ, 5.7% YoY) vs QoQ Rs. 397.8 Cr, YoY Rs. 588.1 Cr
EBIDTA came at Rs. 63.4 Cr (226.9% QoQ, -36.2% YoY) vs QoQ Rs. 19.4 Cr, YoY Rs. 99.4 Cr
EBITDA Margin came at 10.2% vs QoQ 4.9%, YoY 16.9%
Adj. PAT came at Rs. 15.3 Cr vs QoQ Rs. -11.2 Cr, YoY Rs. 35.4 Cr
Quarter EPS is Rs. 0.5
Stock is trading at P/E of 91.5x TTM EPS
Prince Pipes and Fittings Ltd. | CMP Rs. 660 | M Cap Rs. 7296 Cr | 52 W H/L 776/505
(Nirmal Bang Retail Research)
Result is below expectations
Revenue from Operations came at Rs. 740.1 Cr (19.6% QoQ, -3.2% YoY) vs expectation of Rs. 691.4 Cr, QoQ Rs. 618.6 Cr, YoY Rs. 764.4 Cr
EBIDTA came at Rs. 92.3 Cr (21.9% QoQ, -37.8% YoY) vs expectation of Rs. 92.8 Cr, QoQ Rs. 75.7 Cr, YoY Rs. 148.3 Cr
EBITDA Margin came at 12.5% vs expectation of 13.4%, QoQ 12.2%, YoY 19.4%
Adj. PAT came at Rs. 54.7 Cr vs expectation of Rs. 53.1 Cr, QoQ Rs. 37.6 Cr, YoY Rs. 94.1 Cr
Quarter EPS is Rs. 4.9
Stock is trading at P/E of 31.7x FY25E EPS
DCX Systems Ltd. | CMP Rs. 321 | M Cap Rs. 3573 Cr | 52 W H/L 393/178
(Nirmal Bang Retail Research)
Result is declining
Revenue from Operations came at Rs. 746.2 Cr (276.6% QoQ, 46.2% YoY) vs QoQ Rs. 198.2 Cr, YoY Rs. 510.5 Cr
EBIDTA came at Rs. 37.9 Cr (159.2% QoQ, -17.4% YoY) vs QoQ Rs. 14.6 Cr, YoY Rs. 45.9 Cr
EBITDA Margin came at 5.1% vs QoQ 7.4%, YoY 9%
Adj. PAT came at Rs. 33 Cr vs QoQ Rs. 13.4 Cr, YoY Rs. 41.1 Cr
Quarter EPS is Rs. 3
Stock is trading at P/E of 47.2x TTM EPS
Ratnamani Metals & Tubes Ltd. | CMP Rs. 3150 | M Cap Rs. 22080 Cr | 52 W H/L 3939/2129
(Nirmal Bang Retail Research)
Result above expectations
Revenue from Operations came at Rs. 1495.7 Cr (19% QoQ, -0.2% YoY) vs expectation of Rs. 1324.2 Cr, QoQ Rs. 1257.3 Cr, YoY Rs. 1499.1 Cr
EBIDTA came at Rs. 245.7 Cr (22.6% QoQ, -18.3% YoY) vs expectation of Rs. 237.3 Cr, QoQ Rs. 200.3 Cr, YoY Rs. 300.6 Cr
EBITDA Margin came at 16.4% vs expectation of 17.9%, QoQ 15.9%, YoY 20%
Adj. PAT came at Rs. 192.2 Cr vs expectation of Rs. 163 Cr, QoQ Rs. 132.9 Cr, YoY Rs. 191.6 Cr
Quarter EPS is Rs. 27.4
Stock is trading at EV/EBITDA of 18x FY26E EBITDA
Jain Irrigation Systems Ltd. | CMP Rs. 69 | M Cap Rs. 4632 Cr | 52 W H/L 73/35
(Nirmal Bang Retail Research)
Result improved
Revenue from Operations came at Rs. 1726.6 Cr (27.2% QoQ, -1.1% YoY) vs QoQ Rs. 1357.8 Cr, YoY Rs. 1745.4 Cr
EBIDTA came at Rs. 224.2 Cr (35.8% QoQ, 67.3% YoY) vs QoQ Rs. 165.1 Cr, YoY Rs. 134 Cr
EBITDA Margin came at 13% vs QoQ 12.2%, YoY 7.7%
Adj. PAT came at Rs. -8.8 Cr vs QoQ Rs. 9.8 Cr, YoY Rs. 983.7 Cr
Quarter EPS is Rs. -0.1
Stock is trading at P/E of 102.4x TTM EPS
Patel Engineering Ltd. | CMP Rs. 59 | M Cap Rs. 4982 Cr | 52 W H/L 79/20
(Nirmal Bang Retail Research)
Result improved
Revenue from Operations came at Rs. 1343.2 Cr (26.6% QoQ, 3.5% YoY) vs QoQ Rs. 1061 Cr, YoY Rs. 1298 Cr
EBIDTA came at Rs. 237.6 Cr (67.2% QoQ, 31.6% YoY) vs QoQ Rs. 142.1 Cr, YoY Rs. 180.6 Cr
EBITDA Margin came at 17.7% vs QoQ 13.4%, YoY 13.9%
Adj. PAT came at Rs. 79.9 Cr vs QoQ Rs. 31.9 Cr, YoY Rs. 77.9 Cr
Quarter EPS is Rs. 0.9
Stock is trading at P/E of 26.5x TTM EPS
Ujjivan Small Finance Bank Ltd. | CMP Rs. 53 | M Cap Rs. 10464 Cr | 52 W H/L 63/26
(Nirmal Bang Retail Research)
Result is above expectations
Disbursements came at Rs. 6681 Cr vs YoY Rs. 6001 Cr, QoQ Rs. 5675 Cr
Advances came at Rs. 29779 Cr (24% YoY, 7.2% QoQ)
Net Interest Income came at Rs. 934 Cr vs YoY Rs. 738 Cr, QoQ Rs. 860 Cr
NIM came at 9.4% vs QoQ 8.8%
Non Interest Income came at Rs. 236 Cr vs YoY Rs. 179 Cr, QoQ Rs. 185 Cr
PBP came at Rs. 519 Cr vs YoY Rs. 411 Cr, QoQ Rs. 457 Cr
Provisions came at Rs. 79 Cr vs expectation of Rs. 79 Cr, YoY Rs. -2 Cr, QoQ Rs. 63 Cr
Credit Cost came at 1.1% vs YoY 0%, QoQ 0.9%
Adj. PAT came at Rs. 330 Cr vs expectation of Rs. 308 Cr, YoY Rs. 310 Cr, QoQ Rs. 300 Cr
Gross NPA came at Rs. 613 Cr vs QoQ Rs. 571 Cr at 2.23% vs QoQ 2.18%
Net NPA came at Rs. 76 Cr vs QoQ Rs. 43 Cr at 0.28% vs QoQ 0.17%
ROA came at 3.4% vs QoQ 3.1%
Quarter EPS is Rs. 1.7
Stock is trading at P/E 7.7x FY25E EPS and trailing P/Adj BV of 1.9x
Tide Water Oil Company (India) Ltd. | CMP Rs. 1937 | M Cap Rs. 3375 Cr | 52 W H/L 1937/858
(Nirmal Bang Retail Research)
Result improved
Revenue from Operations came at Rs. 486.8 Cr (-1.9% QoQ, 3.6% YoY) vs QoQ Rs. 496.5 Cr, YoY Rs. 469.9 Cr
EBIDTA came at Rs. 47.2 Cr (13.5% QoQ, 15.7% YoY) vs QoQ Rs. 41.6 Cr, YoY Rs. 40.8 Cr
EBITDA Margin came at 9.7% vs QoQ 8.4%, YoY 8.7%
Adj. PAT came at Rs. 42.9 Cr vs QoQ Rs. 33.6 Cr, YoY Rs. 34.4 Cr
Quarter EPS is Rs. 24.6
Stock is trading at P/E of 23.6x TTM EPS
Dodla Dairy Ltd | CMP Rs. 1011 | M Cap Rs. 6015 Cr | 52 W H/L 1084/475
(Nirmal Bang Retail Research)
Result ok
Revenue from Operations came at Rs. 787.5 Cr (5.4% QoQ, 8.7% YoY) vs QoQ Rs. 746.8 Cr, YoY Rs. 724.3 Cr
EBIDTA came at Rs. 75.4 Cr (-8.9% QoQ, 123.7% YoY) vs QoQ Rs. 82.8 Cr, YoY Rs. 33.7 Cr
EBITDA Margin came at 9.6% vs QoQ 11.1%, YoY 4.7%
Adj. PAT came at Rs. 46.8 Cr vs QoQ Rs. 41.3 Cr, YoY Rs. 22.5 Cr
Quarter EPS is Rs. 7.9
Stock is trading at P/E of 27.9x FY25E EPS
Data Patterns (India) Ltd. | CMP Rs. 2959 | M Cap Rs. 16566 Cr | 52 W H/L 3210/1512
(Nirmal Bang Retail Research)
Result is below expectations
Order book stood at Rs. 1083 Cr vs QoQ Rs. 963 Cr & YoY Rs. 924 Cr
Order inflow was at Rs. 294 Cr vs QoQ Rs. 99 Cr & YoY Rs. 221 Cr
Order inflow in FY24 was at Rs. 670 Cr Vs Rs. 901 Cr in FY23
Revenue from Operations came at Rs. 182.3 Cr (30.7% QoQ, -1.5% YoY) vs expectation of Rs. 243.9 Cr, QoQ Rs. 139.5 Cr, YoY Rs. 185.1 Cr
EBIDTA came at Rs. 93 Cr (54.9% QoQ, 26.8% YoY) vs expectation of Rs. 97.7 Cr, QoQ Rs. 60 Cr, YoY Rs. 73.4 Cr
EBITDA Margin came at 51% vs expectation of 40.1%, QoQ 43%, YoY 39.6%
Adj. PAT came at Rs. 71.1 Cr vs expectation of Rs. 77.3 Cr, QoQ Rs. 51 Cr, YoY Rs. 55.4 Cr
Quarter EPS is Rs. 12.7
Stock is trading at P/E of 65.6x FY26E EPS
