
Inventory market necessities: Q3 outcomes, shares in information, company & coverage motion on January 24
Picture : ANI
International Cues
US manufacturing, Composite PMI
Eurozone manufacuting PMI
International Earnings
Microsoft, Basic Electrical, Johnson & Johnson, Texas Devices, Verizon Comm
India Earnings
Nifty: Maruti Suzuki
Different vital earnings outcomes at present: HDFC AMC, United Spirits, Pidilite Industries, Tata Espresso, Colgate, Sona BLW, TVS Motors, Supreme Industries, Macrotech Builders, Kaveri Seeds, House First Finance, Granules, Nazara Tech, SBI Playing cards & Cost, UCO Financial institution, Strides Pharma, Indus Towers
Others: Latent View, Tatva Chintan, Fast Heal, Motilal Oswal Monetary companies, Chalet Accommodations, PNB Housing Finance, Laxmi Organics
Company Motion
Som Distilleries to fulfill to debate fund elevating plans
Different Occasions
ECB President Lagarde deal with
India, Egypt to carry dialogue on defence ties throughout President Abdel Fattah El-Sisi’s go to
Authorities
India prime court docket to listen to a case on halting implementation of WhatsApp’s knowledge sharing coverage
NCLT to listen to on progress of Future Retail’s insolvency decision course of
2.15 pm: Training & Ability Growth Minister Dharmendra Pradhan to carry a press convention on the upcoming version of Pariksha Pe Charcha – 2023
4 pm: Prime Minister Narendra Modi will work together with Pradhan Mantri Rashtriya Bal Puraskar awardees at his residence
6 pm: India federal cupboard is prone to meet
Coprorate occasions:
11am: Customers Cease hosts convention name on 3Q FY23 earnings
2:30 pm; Tata Communications hosts convention name on 3Q FY23 earnings
4p m: SBI Playing cards hosts convention name on 3Q FY23 earnings
4:30 pm: Chalet Accommodations hosts convention name on 3Q FY23 earnings
5 pm: Granules India hosts convention name on 3Q FY23 earnings
5 pm: TVS Motor Co. host convention name on 3Q FY23 earnings
5:30 pm: PNB Housing Finance hosts convention name on 3Q FY23 earnings
6 pm: Maruti Suzuki India hosts convention name on 3Q FY23 outcomes
Straightforward Journey Planners to contemplate the proposal of acquisition
Oil & Gasoline Updates
Brent Crude at $88/bbl Vs $87/bbl
Singapore GRM at $10.6/bbl Vs $10.7/bbl
Asia Spot Gasoline costs at $23.2/mmBtu Vs $22.8/mmBtu
FII/DII Knowledge:
FIIs web SOLD Rs 219.87 cr price shares on Jan 23 (prov)
DIIs web BOUGHT Rs 434.96 cr price shares on Jan 23
FII F&O Money Knowledge:
Index futures web purchase Rs 858 cr
Index choices web purchase Rs 6359 cr
Inventory futures web purchase Rs 2239 cr
Inventory choices web promote Rs 74 cr
Complete FII web buys 9418 cr in F&O
F&O Ban:
Delta Corp, L&T Housing Finance Addition: PVR
Bulk/Block Deal
Hariom Pipes
PARTH INFIN BROKERS purchased 1.14 lk shares @ 397.75/share
Infibeam Avenues
GROW WELL INVESTMENTS purchased 1 lakh shares @ 17.68/share
HRTI PRIVATE LIMITED purchased 3.9 lakh shares @ 17.7/share
Earnings
Gland Pharma
Income declined by 12% YoY at Rs. 938 Cr
EBITDA down by 17% YoY at Rs. 290 Cr
EBITDA margin at 30.9% vs 33% YoY
Difficult enterprise atmosphere, provide chain disruptions resulting in manufacturing delays impacted efficiency
Accomplished signing the share buy settlement for the proposed acquisition of Cenexi.
India market witnessed sequential restoration of enterprise resulting from normalization of Insulin manufacturing line.
Including new capabilities of Combi-line for Microsphere, further Bag line and lyos in Pashamylaram facility
Shall be earmarking capital for additional constructing on its Biosimilar CDMO facility.
Axis Financial institution
Web Curiosity Earnings (NII) grew 32% YOY and 11% QOQ to `11,459 crores.
Web curiosity margin (NIM) for Q3FY23 stood at 4.26%, up 73 bps YOY and 30 bps QOQ.
Provisions at 1438cr vs 550cr QOQ
PAT at 5853CR vs 3614Cr
GNPA at 2.38% vs 2.50% QoQ
NNPA at 0.47% vs 0.51% QoQ
CASA grew 10% YOY and 4% QOQ, CASA ratio stood at 44%, up 18 bps YOY & 48 bps QOQ
PAT pushed by robust NII development, greater charges and moderation in working bills
Poonawalla Fincorp
Standalone Rev at Rs. 460 Cr vs 367 Cr, up 25% YoY
Standalone PAT at 150 Cr vs 80 Cr, up 87% YoY
Jammu & Kashmir Financial institution
PAT at 311.6Cr vs 174Cr YoY
GNPA at 7.25% vs 7.67% QoQ
NNPA at 2.08% vs 2.10%
NII at Rs. 1257 Cr vs 993 Cr YoY
Permitted the issuance and allotment of upto Seven Crore fairness shares of face worth of Re.1/- every (aggregating upto Rs 300 crores)
Butterfly Gandhimathi
Income flat at Rs. 248 Cr vs 246 Cr YoY
EBITDA up 9% YoY at Rs. 22 Cr vs 20 Cr YoY
PAT at Rs. 11.7 Cr up 28.7% YoY
EBITDA margin at 8.7% vs 8.01% YoY
Jindal Stainless Metal (Hisar)
Income at Rs. 4285 cr vs Rs. 4173 cr, up2.7% YoY
EBITDA at Rs. 367 cr vs Rs. 569 cr, down 35.5% YoY
PAT at Rs. 343 cr vs Rs. 515 cr, down 33.4% YoY
EBITDA Margin at 8.6% vs 13.6%, down 507 bps YoY
IIFL Securities Ltd
Standalone Rev at Rs. 314 Cr vs 266 Cr, up 18% YoY
Standalone PAT at Rs. 66 Cr, vs 62 Cr up 6.5% YoY
Board declared an interim dividend of Rs. 3/- per fairness share
Amber Enterprise
Income at Rs. 1348 Cr vs 974 Cr, up 38% YoY
EBITDA at 78 Cr vs 73 Cr, up 6.6% YoY
PAT at Rs. 15 Cr vs 32 Cr, down 54% YoY
EBITDA margin at 5.8% vs 7.5% YoY
Prudent Company Advisory
Standalone Rev at Rs. 138 Cr vs 111 Cr YoY
PAT at 20 Cr vs 17 Cr YoY
Jindal Drilling
Cons Rev at Rs. 138 Cr vs Rs. 116 Cr YoY
PAT at Rs. 9 Cr vs 2 Cr YoY
KEI Industries
Cons Rev at Rs. 1784 Cr vs Rs. 1564 Cr, up 14% YoY
EBITDA at Rs. 182 Cr vs Rs. 157 Cr, up 15.5% YoY
PAT at Rs. 128 Cr vs 101 Cr, up 26.7% YoY
EBITDA margin at 10.2% vs 10.08% YoY
third day of February, 2023 because the ‘file date’ for figuring out the shareholders entitled to obtain the interim dividend for the monetary 12 months 2022-23
Shopper Cease
Cons Income at Rs. 1137 Cr vs 958 Cr YoY
Cons PAT at Rs. 63 Cr vs 77 Cr YoY
EBITDA at Rs. 212 Cr vs 163 Cr YoY
EBITDA margin at 18.6% vs 17% YoY
Container Corp (CONCOR)
Cons Rev at 2004Cr vs 1938Cr YoY
PAT at 288Cr vs 276Cr YoY
EBITDA at 431Cr vs 461Cr YoY
Margins at 21.5% vs 23.7% YoY
Triveni Turbine
Cons Rev at Rs. 326 Cr vs 225 Cr YoY
PAT at Rs. 53 Cr vs 36 Cr YoY
EBITDA at Rs. 63 Cr vs 45 Cr YoY, up 39%
EBITDA margin at 19.3% vs 20.1%
Highest ever quarterly order reserving of ₹ 4.2 billion throughout Q3 FY 23
HFCL
Income at Rs. 1085 cr vs Rs. 1215 cr, down-10.7% YoY
EBITDA at Rs. 187 cr vs Rs. 171 cr, up9.5% YoY
PAT at Rs. 101 cr vs Rs. 81 cr, up24.7% YoY
EBITDA Margin at 17.2% vs 14%, up 319 bps YoY
Exports income in Q3FY23 grew by 19.42% Q-o-Q and by 140.38% Y-o-Y;
Income from Merchandise section in Q3FY23 stands at 64% in comparison with 42% in Q3FY22
Robust order ebook price greater than ₹7000 crores
Sagar Cements
Cons Rev at Rs. 575 Cr vs 334 Cr YoY, up 72% YoY
Lack of 27 Cr vs revenue of Rs. 9 Cr YoY
Syngene
Income at Rs. 786 cr vs Rs. 641 cr, up22.6% YoY
EBITDA at Rs. 231 cr vs Rs. 203 cr, up13.9% YoY
PAT at Rs. 110 cr vs Rs. 104 cr, up5.5% YoY
EBITDA Margin at 29.4% vs 31.7%, down -224 bps YoY
Tata Communication
Income at Rs 4528 cr vs Rs 4431 cr, up 2.2%
EBITDA at Rs 1077 cr vs Rs 1130cr, down 4.6%
EBITDA Margin at 23.8% vs 25.5%
Web revenue at Rs 394 cr vs Rs 532 cr, down 26%
Supreme Petrochemical
Income at Rs. 1180 cr vs Rs. 1296 cr, down-9% YoY
EBITDA at Rs. 119 cr vs Rs. 225 cr, down-47.1% YoY
PAT at Rs. 90 cr vs Rs. 164 cr, down-45.4% YoY
EBITDA Margin at 10.1% vs 17.4%, down -728 bps YoY
Zensar Applied sciences
Income at Rs. 1198 Cr down 3% QoQ
EBITDA at Rs. 135 Cr up 27.8% QoQ
EBIT at Rs. 85 up 51% QoQ
PAT at Rs. 76 up 35% QoQ
DCX Techniques, YoY
Rev at 355.9 cr vs 417.2 cr, down 14.68%
PAT at 17.29 cr vs 18.21 cr, down 5%
EBITDA at 27.94 cr vs 23.7 cr, up 17.89%
Margin 7.85% vs 5.68%
CORPORATE ANNOUNCEMENTS
Electronics Mart India Restricted
Has commenced the business operation of a brand new Multi Model Retailer beneath the model identify ‘ELECTRONICS MART’
Tata Motors:
Confirms delisting of its American Depositary Shares from the New York Inventory Alternate
Sterlite Applied sciences
Board assembly on 27th Jan 2023, take into account proposal of fund elevating by the use of fairness shares or different securities by rights challenge
Maruti Suzuki
Co recalled 11,177 Grand Vitara SUVs made between Aug. 8-Nov. 15 of 2022 over a potential defect within the rear seat belt mounting brackets
Radico Khaitan:
Declares profitable conversion of its 140 KLPD molasses plant at Rampur into twin feed
Submit conversion, the grain ENA manufacturing at Rampur campus will improve from 100 KLPD to ~260 KLPD
Graduation of bottling operations at Sitapur
Marks the profitable completion of the primary part of the Sitapur greenfield undertaking.
Vedanta
Mounted file date as Saturday, February 4, 2023
Dilip Buildcon
Declared as L-1 bidder for the tender floated by Madhya Pradesh Jal Nigam Maryadit, Bhopal (M.P), order price Rs. 1947.06 Crores +
RAIPUR-VISAKHAPATNAM-CG-2 HIGHWAYS LIMITED’, wholly owned subsidiary of the Firm has acquired the appointed date letter from NHAI
Shalby Ltd
Launched 14th hospital with the inauguration of SOCE – Shalby Orthopedics Centre of Excellence in Gwalior
Welspun Corp
Affiliate firm, East Pipes Built-in Firm for Business (EPIC) within the Kingdom of Saudi Arabia (KSA), has introduced signing contracts
Provide of Metal Pipes for Water Transmission with a complete worth of round SAR 569 million
Nykaa
Appoints P. Ganesh as CFO efficient Feb. 3
Oil India
Unit Numaligarh Refineryplans to close oil refinery for 40 days from March
ZENSAR TECH:
Anant v. Goenka named non-executive vice-chairman
Appoints Manish Tandon As Ceo, Managing Director
FROM AGENCIES
NCLT reserves order on Torrent plea to halt contemporary public sale for RCap; directs lenders to take care of established order
Sebi Approves Ipo Plans Of Avalon Tech, Udayshivakumar Infra
Ayush ministry indicators MoU with ITDC to advertise Medical Worth Journey in India
Spotify to chop about 6% of worker base: Businesses
NBCC India Dec whole enterprise secured at `309 cr: Businesses
Coal India arm MCL to arrange `12,000-crore energy plant in Odisha
ANALYST MEETS
Strides Pharma
Earnings name on Tuesday, January 24, 2023, at 16:30
TTK Status
Earnings Name on January 31, 2023 at 03.30 P.M.
KEC Worldwide
Convention Name on Wednesday, February 01, 2023, at 10:00 a.m. (IST) on earnings
Redington Ltd
Analyst/Traders convention name scheduled to be held on Thursday, February 2, 2023
Kaveri Seeds
Earnings name on Wednesday, twenty fifth January, 2023 from 03.00 P.M. IST
UTI Asset Administration
Incomes name scheduled on Thursday, the 2nd February, 2023 at 16:00 hrs
Hero Motocorp
Earnings convention name with analysts/ buyers is being scheduled on Wednesday, February 8, 2023,
Jindal Stainless Metal
Earnings name with buyers and analysts on Tuesday, twenty fourth January, 2023 at 04:30 P.M.
Photo voltaic Industries
Wednesday, January 25, 2023 at 05:00 p.m. to debate the Unaudited Monetary Outcomes for the quarter and 9 months ended on December 31, 2022
Sharda Cropchem
Convention name for analyst and buyers on Wednesday, twenty fifth January, 2023 at 12.00 P.M.
IEX
To fulfill Quantum Advisor Personal Restricted and Oyster Rock Capital on Jan 24th and 25th
Persistent
Scheduled to fulfill host of buyers like SBI Life, ICICI Prudential on 24th Jan
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