Action Construction Machinery Co., Ltd. | CMP Rs. 1568 | M Cap Rs. 18672Cr | 52WH/L1695/415
(Nirmal Bang Retail Research)
Improved results
Revenue from operations was Rs 1 million. 835.8 Cr (11% QoQ, 36.2% YoY) QoQ Rs. 7,53.1 Cr, YoY Rs. 613.8 Cr
EBIDTA was INR 12.97 billion, up 26.2% quarter-on-quarter and 76.9% year-on-year, compared to INR 10.27 billion quarter-on-quarter and INR 7.33 billion year-on-year.
EBITDA margin was 15.5%, 13.6% QoQ, 11.9% YoY.
Adjustment PAT was Rs. 98.4Cr QoQ vs. Rs. 88.3Cr, YoY Rs. 47.7Cr
Quarterly EPS is 8.3 rupees
The stock is trading at a P/E ratio of 34.5 times FY2016 estimated EPS.
Fiem Industries Limited | CMP 1206 Rupees | M Cap 3174 Cr Rupees | 52 WH/L 1299/822
(Nirmal Bang Retail Research)
Improved results
Operating revenue was Rs 55.75 billion (14.5% QoQ, 27.8% YoY), compared to Rs 48.7 billion in the previous quarter and Rs 43.62 billion YoY.
EBIDTA stood at Rs 20 billion. 75.5 Cr (17% QoQ, 25.3% YoY) vs. Rs. 64.5Cr QoQ, Rs. 60.2Cr YoY
EBITDA margin was 13.5%, 13.2% QoQ, 13.8% YoY.
Adjusted PAT was Rs. 47.2Cr QoQ vs. Rs. 40.3Cr and YoY Rs. 38Cr
Quarterly EPS is Rs. 17.9
The stock is trading at a P/E ratio of 17.4 times FY25E EPS.
JK Tire & Industries Co., Ltd. | CMP Rs. 404 | M Cap Rs. 10533 Chrome | 52WH/L554/171
(Nirmal Bang Retail Research)
The result is OK
Revenue from operations was Rs 1 million. 3698.5 Cr (0.3% QoQ, 1.8% YoY) vs. Rs. 3,687.7 Cr, 3632.5Cr QoQ
EBIDTA was INR 48.12 billion (-12.5% ​​QoQ, 27.9% YoY) compared to INR 55.02 billion last quarter and INR 37.62 billion YoY.
EBITDA margin was 13%, 14.9% QoQ, 10.4% YoY.
Adjustment PAT was Rs. 193.8 Cr vs QoQ Rs. 225.3Cr, YoY Rs. 98.2Cr
Quarterly EPS is Rs. 7.4
The stock is trading at a P/E ratio of 10.8 times FY25 EPS.
Ramco System Co., Ltd. | CMP Rs. 372 | M Cap Rs. 1318 Chrome | 52WH/L450/209
(Nirmal Van Retail Research)
Results remain weak
Revenue from operations was Rs. 131.2 Cr (2.3% QoQ, 4% YoY) vs. Rs. 128.3 Cr QoQ, Rs. 126.2 Cr YoY
EBIDTA was Rs 2.1 Cr (-147.9% QoQ, -105.9% YoY) compared to -4.4 Cr in the previous quarter and -35.8 Cr YoY.
EBITDA margin was 1.6%, -3.5% QoQ, -28.4% YoY
Adjustment PAT was Rs. -23Cr vs QoQ Rs. -26.4Cr, YoY Rs. -45.6Cr
Quarterly EPS is Rs. -6.5
The stock trades at a P/E of -5.4x TTM EPS
Mayur Uniquarters Co., Ltd. | CMP Rs. 539 | M Cap Rs. 2369 Chrome | 52WH/L618/445
(Nirmal Bang Retail Research)
The result is ok
Operating revenue was Rs 22.09 billion (23.9% QoQ, 14.3% YoY), compared to Rs 17.83 billion in the previous quarter and Rs 19.32 billion YoY.
EBIDTA was INR 4.13 billion, up 16.8% quarter-on-quarter and 17.2% year-on-year, compared to INR 3.54 billion quarter-on-quarter and INR 3.52 billion year-on-year.
EBITDA margin was 18.7%, 19.8% quarter-on-quarter and 18.2% year-on-year
Adjustment PAT was Rs. 32.2Cr QoQ vs. Rs. 27.3Cr, YoY vs. Rs. 23.4Cr
Quarterly EPS is 7.3 rupees
The stock trades at a P/E of 19.3x TTM EPS
Godawari Power And Ispat Ltd. | CMP Rs. 934 | M Cap Rs. 12695 Chrome | 52WH/L950/356
(Nirmal Bang Retail Research)
The result is ok
Operating revenue was Rs 152.98 billion (16.9% QoQ, 16.2% YoY) compared to Rs 130.89 billion in the previous quarter and Rs 131.66 billion YoY.
EBIDTA stood at Rs 20 billion. 328.9 Cr (-0.6% QoQ, 22.7% YoY) vs. Rs. 3,309 Cr, QoQ 268Cr
EBITDA margin was 21.5%, 25.3% QoQ, 20.4% YoY.
Adjusted PAT was Rs. 219.8 Cr QoQ vs Rs. 2,29.3 Cr and YoY Rs. 184.3 Cr
Quarterly EPS is Rs. 16.2
The stock trades at a P/E of 13.8x TTM EPS
Azad Engineering Co., Ltd. | CMP Rs. 1542 | M Cap Rs. 9115 Chrome | 52WH/L1542/642
(Nirmal Bang Retail Research)
The result is ok
Revenue from operations was Rs 1 million. 92.8Cr (4% QoQ, 9.3% YoY) 9.3% QoQ 89.2Cr, Rs. 84.9Cr YoY
EBIDTA was Rs 3.14 billion (-4.2% QoQ, 3% YoY) compared to Rs 3.27 billion in the previous quarter and Rs 3.04 billion YoY.
EBITDA margin was 33.8%, up 36.7% from the previous quarter and 35.9% from the previous year.
Adjustment PAT was Rs. 14.9Cr QoQ vs. Rs. 16.8Cr, YoY vs. Rs. 14.8Cr
Quarterly EPS is Rs. 2.5
The stock trades at a P/E of 155.6x TTM EPS
Ircon International Ltd. | CMP Rs. 290 | M Cap Rs. 27275 Chrome | 52WH/L301/78
(Nirmal Van Retail Research)
Results slightly better than expected
Revenue from operations was Rs 1 million. 3,649 Cr (30.7% QoQ, -0.6% YoY) vs. Expected Rs. 3564 Cr, QoQ Rs. 2792.1Cr, YoY Rs. 3669.9 Cr
EBIDTA stood at Rs 20 billion. 2,466 Cr (41.6% QoQ, 23.6% YoY) vs. expected Rs. 224.6 Cr, QoQ Rs. 1,74.1Cr, YoY Rs. 199.4Cr
EBITDA margin was 6.8% versus the expected 6.3%, 6.2% sequentially, and 5.4% sequentially.
Adjusted PAT was Rs. 285.7Cr Vs. expected Rs. 242.7Cr, QoQ Rs. 185.1Cr, YoY Rs. 248.2Cr
Quarterly EPS is Rs. 3
The stock is trading at a P/E ratio of 31.3 times FY25 EPS.
Hindustan Foods Ltd | CMP Rs. 497 | M Cap Rs. 5694Cr | 52WH/L632/461
(Nirmal Van Retail Research)
Improved results
Operating revenue was Rs 73.1 billion (0.2% QoQ, 10.8% YoY), compared to Rs 72.91 billion in the previous quarter and Rs 65.97 billion in the same period last year.
EBIDTA was Rs 6.06 billion (6.7% QoQ, 23.5% YoY) compared to Rs 5.68 billion in the previous quarter and Rs 4.9 billion YoY.
EBITDA margin was 8.3%, 7.8% sequentially and 7.4% year-on-year.
Adjustment PAT was Rs. 22.9Cr QoQ vs. Rs. 22Cr, YoY vs. Rs. 20.2Cr
Quarterly EPS is Rs. 2
The stock trades at a P/E of 61.2x TTM EPS
Gulshan Polyols Co., Ltd. | CMP Rs. 197 | M Cap Rs. 1229 Chrome | 52WH/L275/158
(Nirmal Bang Retail Research)
The result is OK
Revenue from operations was INR 40.56 billion, up 9.3% quarter-on-quarter and 34.5% year-on-year, compared to INR 37.11 billion quarter-on-quarter and INR 30.15 billion year-on-year.
EBIDTA stood at Rs 20 billion. 19.3 Cr (80% QoQ, -24.6% YoY) vs. Rs. 10.7Cr QoQ, Rs. 25.6Cr YoY
EBITDA margin was 4.8%, 2.9% sequentially and 8.5% sequentially.
Adjusted PAT was Rs. 6.6Cr QoQ vs. Rs. 4.6Cr and YoY Rs. 14.4Cr
Quarterly EPS is Rs. 1.1
The stock is trading at a P/E ratio of 69.2 times TTM EPS.
