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Channel Posts
ITC Q3
Soft results, PAT aided by higher other income and 468 Cr Tax Credit!
🚬, Cigarette Volumes Flat vs expected 0-2% growth
🚬Mass products not doing well, Premium cigarettes selling more
Good performance from
🍪FMCG: Revenue +7.5%, EBIT +24%
🏨Hotels: Revenue +18.2%, EBIT +57%
Weak numbers from
🌾Agri: Revenue -2.2%, EBIT -13.3%
🧻Paper: Revenue -10%, EBIT -51%
@CNBCTV18Live @ITCCorpCom
#FMCGisLife
| 2 | #earnings post market (Dated 29th Jan, Till 6.30 PM)
Bajaj Finance (Mix to Weak)
Petronet LNG (YoY Flat, QoQ Good)
JP Power (Strong)
Restaurant Brand (Good)
Indocount (YoY Good, QoQ Weak)
Garware Technical (YoY Good, QoQ Weak)
Godfrey Phillips (YoY Weak, QoQ Flat)
Mahindra Logistics (Weak)
Bhageria Ind (Good Numbers) | 48 |
| 3 | Rain has commissioned the ACP plant in the US in Q1FY24. ACP is a brand new technology and is still at a nascent stage
Why do we need ACP? • ACP improves the yield or production of calcined petroleum coke (CPC) per tonne of green petroleum coke (GPC) for anhydrous carbon pellets fed into our kilns. This has a direct economic benefit for Rain Carbon by reducing the cost of raw-materials.
Hydrogenated hydrocarbon Raisin facility in Germany:
In Q2FY24, company has restarted its HHCR plant.
The post stabilization company is expecting to improve in capacity utilisation. Now approx 25 % to end of financial year approx 40% capacity utilisation.
And by Q1FY25 company expects 80% capacity utilisation.
Advantage for Rain industries Limited supply due to closure two of the four HHCR producers in Europe.
With less competition in Europe, plant’s location in Germany gives it a logistical advantage.
#Rain industry | 44 |
| 4 | #3QWithCNBCTV18 | Piramal Enterprises reports #Q3 earnings 👇
➡️Net loss of ₹2,377.6 cr vs profit of ₹3,545.4 cr (YoY)
➡️Revenue down 11.9% At ₹2,475.7 Cr Vs ₹2,811.2 Cr (YoY)
➡️Exceptional loss at ₹3,339.8 cr in respect to its investments in Alternative Investment Funds | 46 |
| 5 | Marico
#MARICO
Decent margin expansion
Sales down which was already updated by comp is quarterly update
PBT at 495cr vs 443cr, Q2 at 476cr | 54 |
| 6 | https://www-moneycontrol-com.cdn.ampproject.org/c/s/www.moneycontrol.com/news/business/budget/budget-2024-dos-and-donts-for-traders-to-protect-from-big-losses-on-budget-day-12143951.html/amp | 57 |
| 7 | Results on January 29
ITC, Bajaj Finance, NTPC, GAIL (India), Bharat Petroleum Corporation, Vodafone Idea, Aditya Birla Sun Life AMC, Adani Green Energy, Marico, Bharat Electronics, CSB Bank, Mahindra Logistics, Muthoot Microfin, Nippon Life India Asset Management, Nuvoco Vistas Corporation, Piramal Enterprises, Petronet LNG, Restaurant Brands Asia, R R Kabel, and UTI AMC will be in focus ahead of quarterly earnings on January 29. | 83 |
| 8 |  No text... | 98 |
| 9 | *Instl. Investors Equity Cash Trades Prov - 25/01/2024: Rs. Crs:*
*FIIs: Sell -2,144 (34,280-36,424)*
*DIIs: Buy +3,475 (12,354-8,879)* | 127 |
| 10 | 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 #𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄 𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬
#𝗡𝗶𝗳𝘁𝘆𝗪𝗮𝗮𝗹𝗶
𝗝𝗦𝗪 𝗦𝗧𝗘𝗘𝗟
𝗦𝗕𝗜 𝗟𝗜𝗙𝗘
#𝗩𝗮𝘆𝗱𝗮𝗪𝗮𝗮𝗹𝗶
𝗔𝗖𝗖
𝗔𝗨 𝗦𝗠𝗔𝗟𝗟 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 𝗕𝗔𝗡𝗞
𝗖𝗛𝗢𝗟𝗔𝗠𝗔𝗡𝗗𝗔𝗟𝗔𝗠 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗘
𝗛𝗣𝗖𝗟
𝗜𝗘𝗫
𝗜𝗚𝗟
𝗣𝗡𝗕
𝗦𝗕𝗜 𝗖𝗔𝗥𝗗
𝗦𝗛𝗥𝗜𝗥𝗔𝗠 𝗙𝗜𝗡𝗔𝗡𝗖𝗘
𝗦𝗬𝗡𝗚𝗘𝗡𝗘 𝗜𝗡𝗧𝗘𝗥𝗡𝗔𝗧𝗜𝗢𝗡𝗔𝗟
𝗩𝗘𝗗𝗔𝗡𝗧𝗔
#𝗞𝘂𝗰𝗵𝗖𝗮𝘀𝗵𝗪𝗮𝗮𝗹𝗶
𝗔𝗗𝗔𝗡𝗜 𝗣𝗢𝗪𝗘𝗥
𝗔𝗦𝗔𝗛𝗜 𝗜𝗡𝗗𝗜𝗔 𝗚𝗟𝗔𝗦𝗦
𝗔𝗦𝗧𝗘𝗖 𝗟𝗜𝗙𝗘
𝗖𝗬𝗜𝗘𝗡𝗧
𝗗𝗕 𝗖𝗢𝗥𝗣
𝗘𝗟𝗘𝗖𝗢𝗡 𝗘𝗡𝗚𝗜𝗡𝗘𝗘𝗥𝗜𝗡𝗚
𝗘𝗤𝗨𝗜𝗧𝗔𝗦 𝗦𝗙𝗕
𝗙𝗢𝗥𝗕𝗘𝗦 𝗖𝗢𝗠𝗣𝗔𝗡𝗬
𝗜𝗙𝗕 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗜𝗘𝗦
𝗜𝗡𝗧𝗘𝗟𝗟𝗘𝗖𝗧 𝗗𝗘𝗦𝗜𝗚𝗡
𝗜𝗢𝗡 𝗘𝗫𝗖𝗛𝗔𝗡𝗚𝗘
𝗞𝗙𝗜𝗡 𝗧𝗘𝗖𝗛
𝗟𝗧 𝗙𝗢𝗢𝗗𝗦
𝗩𝗘𝗗𝗔𝗡𝗧 𝗙𝗔𝗦𝗛𝗜𝗢𝗡𝗦
𝗡𝗢𝗩𝗔𝗥𝗧𝗜𝗦
𝗣𝗥𝗨𝗗𝗘𝗡𝗧 𝗖𝗢𝗥𝗣𝗢𝗥𝗔𝗧𝗘
𝗦𝗕𝗙𝗖 𝗙𝗜𝗡𝗔𝗡𝗖𝗘
𝗦𝗛𝗔𝗞𝗧𝗜 𝗣𝗨𝗠𝗣
𝗦𝗧𝗘𝗥𝗟𝗜𝗧𝗘 𝗧𝗘𝗖𝗛𝗡𝗢𝗟𝗢𝗚𝗜𝗘𝗦
𝗦𝗪𝗔𝗥𝗔𝗝 𝗘𝗡𝗚𝗜𝗡𝗘𝗦
𝗧𝗔𝗧𝗔 𝗧𝗘𝗖𝗛𝗡𝗢𝗟𝗢𝗚𝗜𝗘𝗦
𝗧𝗩𝗦 𝗛𝗢𝗟𝗗𝗜𝗡𝗚𝗦 | 155 |
| 11 | *DII BUY* *+6012.67*
*FII SELL* *-6934.93* | 128 |
| 12 | Tata Steel Q3 Results: Steelmaker swings to black, posts Rs 513-crore profit; revenue drops 3% YoY
https://economictimes.indiatimes.com/markets/stocks/earnings/tata-steel-q3-results-steelmaker-swings-to-black-posts-rs-513-crore-profit-revenue-drops-3-yoy/articleshow/107119208.cms
Download Economic Times App to stay updated with Business News - https://etapp.onelink.me/tOvY/135dde21 | 135 |
| 13 | Motilal Oswal Financial Services Q3 results: Net profit surges 192% to Rs 660 crore; stock soars 15%
-Net profit at Rs 660 cr vs Rs 226.4 cr (YoY) & vs Rs 531.2 cr (QoQ)
-Revenue up 8.4% at Rs 1,784.3 cr vs Rs 1,646.7 cr (QoQ) | 131 |
| 14 | *Instl. Investors EQUITY Cash Trades PROV. - 23/01/2024 : Rs. CRS. :*
*FIIS : SELL -3,115 (26,390-29,506)*
*DIIS : BUY +214 (14,854-14,639)* | 147 |
| 15 | Ashika_Result at a Glance_January 23, 2024
Axis Bank Ltd.: NII at Rs. 12532.2 crore, +9.4% YoY and +1.8% QoQ. Net Profit at Rs. 6071.1 crore, +3.7% YoY and +3.5% QoQ. GNPA at 1.58x, Vs 2.38x YoY and 1.73x QoQ. NNPA at 0.36x, Vs 0.47x YoY and 0.36x QoQ.
REC Ltd.: NII at Rs. 4398.2 crore, +20.6% YoY and +1.4% QoQ. Net Profit at Rs. 3308.4 crore, +13.5% YoY and -12.7% QoQ.
CG Power and Industrial Solutions Ltd.: Net Revenue at Rs. 1978.8 crore, +12.9% YoY, and-1.1% QoQ. EBITDA at Rs. 260.7 crore, -5.9% YoY and -15.5% QoQ. EBITDA Margin at 13.2%, -264 bps YoY and -224 bps QoQ. Net Profit at Rs. 196.6 crore, -15.7% YoY and -19.3% QoQ. Ashika
Tata Elxsi Ltd.: Net Revenue at Rs. 914.2 crore, +11.8% YoY, and+3.7% QoQ. EBITDA at Rs. 270.1 crore, +9.4% YoY and +2.5% QoQ. EBITDA Margin at 29.5%, -64 bps YoY and -34 bps QoQ. Net Profit at Rs. 206.4 crore, +6% YoY and +3.2% QoQ. Ashika
Sona BLW Precision Forgings Ltd.: Net Revenue at Rs. 781.8 crore, +15.8% YoY, and-0.7% QoQ. EBITDA at Rs. 232.5 crore, +31.8% YoY and +5.7% QoQ. EBITDA Margin at 29.7%, +361 bps YoY and +181 bps QoQ. Net Profit at Rs. 133.6 crore, +24.7% YoY and +7.7% QoQ.
Route Mobile Ltd.: Net Revenue at Rs. 1024.3 crore, +3.9% YoY, and+1% QoQ. EBITDA at Rs. 125.2 crore, +0.5% YoY and -2.3% QoQ. EBITDA Margin at 12.2%, -41 bps YoY and -41 bps QoQ. Net Profit at Rs. 113.6 crore, +33.1% YoY and +28.6% QoQ. Ashika
Granules India Ltd.: Net Revenue at Rs. 1155.6 crore, +0.8% YoY, and-2.9% QoQ. EBITDA at Rs. 250.5 crore, +8.3% YoY and +17.6% QoQ. EBITDA Margin at 21.7%, +150 bps YoY and +377 bps QoQ. Net Profit at Rs. 125.7 crore, +1.1% YoY and +23% QoQ.
The Karnataka Bank Ltd.: NII at Rs. 827.6 crore, -0.9% YoY and +0.6% QoQ. Net Profit at Rs. 331.1 crore, +10.1% YoY and +0.2% QoQ. GNPA at 3.64x, Vs 3.28x YoY and 3.47x QoQ. NNPA at 1.55x, Vs 1.66x YoY and 1.36x QoQ.
Gravita India Ltd.: Net Revenue at Rs. 757.8 crore, -4% YoY, and-9.4% QoQ. EBITDA at Rs. 80.3 crore, +3.5% YoY and +10.7% QoQ. EBITDA Margin at 10.6%, +77 bps YoY and +192 bps QoQ. Net Profit at Rs. 61.5 crore, +21.8% YoY and +4.5% QoQ. Ashika
Infibeam Avenues Ltd.: Net Revenue at Rs. 912.0 crore, +119.9% YoY, and+15.4% QoQ. EBITDA at Rs. 67.6 crore, +42.1% YoY and -3.8% QoQ. EBITDA Margin at 7.4%, -406 bps YoY and -148 bps QoQ. Net Profit at Rs. 40.8 crore, +15.3% YoY and +0.8% QoQ. Ashika
Cyient DLM Ltd.: Net Revenue at Rs. 321.0 crore, +49.7% YoY, and+10% QoQ. EBITDA at Rs. 29.4 crore, +42.6% YoY and +25% QoQ. EBITDA Margin at 9.2%, -46 bps YoY and +110 bps QoQ. Net Profit at Rs. 18.4 crore, +222.4% YoY and +25.8% QoQ. Ashika
Rallis India Ltd.: Net Revenue at Rs. 598.0 crore, -5.1% YoY, and-28.1% QoQ. EBITDA at Rs. 62.0 crore, +17% YoY and -53.4% QoQ. EBITDA Margin at 10.4%, +196 bps YoY and -562 bps QoQ. Net Profit at Rs. 24.0 crore, +9.1% YoY and -70.7% QoQ.
Lloyds Engineering Works Ltd.: Net Revenue at Rs. 201.4 crore, +244.9% YoY, and+65.4% QoQ. EBITDA at Rs. 35.7 crore, +79.6% YoY and +49.1% QoQ. EBITDA Margin at 17.7%, -1631 bps YoY and -194 bps QoQ. Net Profit at Rs. 27.1 crore, +111.9% YoY and +44.1% QoQ. | 140 |
| 16 | No text... | 120 |
| 17 | *Results on January 23*
*Axis Bank* , Indus Towers, *JSW Energy,* *L&T Finance Holdings,* *Havells India* , *Karnataka Bank,* *Mahanagar Gas* , *REC* , *Tata Elxsi, United Spirits* , CG Power and Industrial Solutions, Cyient DLM, Gandhar Oil Refinery, *Glenmark Life Sciences* , *Granules India,* ICRA, *Pidilite Industries* , Hitachi Energy India, *Rallis India,* Sona BLW Precision Forgings, Tanla Platforms, and Ugro Capital will | 127 |
| 18 | No text... | 139 |
| 19 | Tomorrow full day working
And
Monday will be non working day | 198 |
| 20 | *Hindustan Unilever Q3FY24 First Cut- Arihant Capital*
*A disappointing performance: sluggish demand sentiments continue to pave the way for HUL. De- growth and missed estimates across the board.*
*CMP: INR 2,548| Market Cap: INR 6,02,611 Cr| TP: INR 3,182*
*Consolidated Results*
• HUL’s Net Revenue de- grew 0.19% YoY to INR 15,567 Cr (-0.36% QoQ), missing our estimate of INR 15,909 by 2.15%.
• Gross Margin expanded 394bps YoY 51.96% (-1.3bps QoQ), marginally missing our estimate of 52%.
• EBITDA de-grew 0.76% YoY to INR 3,666 Cr (-3.45% QoQ) and the EBITDA Margin contracted 13bps YoY to 23.55% (-75bps QoQ), missing our estimates of INR 3,818 Cr and 24% respectively.
• PAT grew 1.09% YoY to INR 2,508 Cr (-5.16% QoQ), missing our estimate of INR 2,641 Cr by 5.04%.
• *We will revise our target price after the conference call with the management on 19th January 2024 at 6pm.*
*Dial in Numbers:*
+91 22 6280 1416
+91 22 7115 8317 | 207 |
