
Inventory Market Necessities for January 25: Bikaji Meals board to think about scheme of amalgamation with Hanuman Agrofood
Picture : BCCL
International Cues
US MBA mortgage purposes
International earnings
Tesla, Abbott Laboratories, Boeing
India Earnings
Nifty
Bajaj Auto, Dr. Reddy’s Laboratories, Cipla Ltd/India, Tata Motors Ltd
Others
eMudhra, Swaraj Engines, Tata Sponge Iron, CPCL, VST Industries Ltd, Arvind, Jyothy Labs, Embassy workplace parks, Jindal SAW, Equitas Holdings
Company Motion
KDDL open market Buyback opens
Aarti Surfactants rights points opens from Jan twenty fifth -Feb 03rd 2023
-Difficulty worth worth of Rs. 555/share. Difficulty measurement is Rs. 50 Cr
World Occasions
Nationwide Tourism Day celebrated in India
Porche to unveil 718 cayman GT4 RS sports activities automotive in India
CORPORATE EVENTS:
12noon. South Indian Financial institution hosts convention name on 3Q FY23 earnings
1pm: Macrotech Builders hosts convention name on 3Q FY23 earnings
2:30pm: Indus Towers hosts convention name to debate 3Q FY23 outcomes
3pm: CPR and I-MAKE hosts a panel dialogue on ‘Electoral inclusion for inside migrants’
4pm: House First Finance hosts convention name on 3Q FY23 outcomes
4pm: Pidilite Industries hosts convention name on 3Q FY23 earnings
4pm: United Spirits hosts convention name on 3Q FY23 earnings
4:30pm: Cipla hosts convention name on 3Q FY23 earnings
4:30pm: Jyothy Labs hosts convention name on 3Q FY23 outcomes
5:30pm: Torrent Prescription drugs hosts convention name on 3Q FY23 outcomes
5:30pm: VIP Industries hosts convention name on 3Q FY23 earnings
6pm: Bajaj Auto hosts convention name on 3Q FY23 earnings
6:30pm: Embassy Workplace Parks REIT convention name on 3Q FY23 outcomes
6:30pm: Tata Motors hosts convention name on 3Q FY23 earnings
7pm: Dr. Reddy’s hosts convention name on 3Q FY23 earnings
7:30pm: Ceat hosts convention name on 3Q FY23 earnings
7:30pm: Tata Elxsi hosts convention name on 3Q FY23 earnings
Oil & Gasoline Updates
Brent Crude at $86.4/bbl Vs $88/bbl
Singapore GRM at $10.6/bbl Vs $10.6/bbl
Asia Spot Gasoline costs at $22.8/mmBtu Vs $23.2/mmBtu
FII/DII Knowledge:
FIIs internet SOLD Rs 760.5 cr value shares on Jan 24 (prov)
DIIs internet BOUGHT Rs 1144.75 cr value shares on Jan 24
FII F&O Money Knowledge:
Index futures internet purchase Rs 475 cr
Index choices internet purchase Rs 10651 cr
Inventory futures internet purchase Rs 1277 cr
Inventory choices internet promote Rs 4 cr
Whole FII internet buys 12407 cr in F&O
F&O Ban:
NIL
Eliminated: Delta Corp, L&T Housing Finance, PVR
Bulk/Block Deal
Nothing Important
Earnings
Macrotech Builders
Income at Rs. 1774 cr vs Rs. 2059 cr, down-13.8% YoY
EBITDA at Rs. 405 cr vs Rs. 478 cr, down-15.3% YoY
PAT at Rs. 405 cr vs Rs. 286 cr, up41.6% YoY
EBITDA Margin at 22.8% vs 23.2%, down -39 bps YoY
United Spirits
Rev at 6609.8 Cr vs 8917 Cr YoY
PAT at 214 Cr vs 295 Cr YoY
EBITDA margin at 5.6% vs 5.8% YoY
EBITDA at 371 Cr vs 518 Cr, down 28% YoY
United Spirits To Make investments Inr150m Extra Nao Spirits
Cartrade
Income at Rs. 97 cr vs Rs. 89 cr, up9% YoY
EBITDA at Rs. 10 cr vs lack of Rs. 27 cr,
PAT at Rs. 14 cr vs lack of Rs. 19 cr
Triveni Engineering
Income at Rs. 1659 cr vs Rs. 1235 cr, up34.3% YoY
EBITDA at Rs. 194 cr vs Rs. 202 cr, down-4.3% YoY
PAT at Rs. 147 cr vs Rs. 130 cr, up13.1% YoY
EBITDA Margin at 11.7% vs 16.4%, down -471 bps YoY
License Settlement between the Firm and Lufkin Industries LLC for high-speed gears and gearboxes, has come to an finish
Modernization of three of the prevailing sugar models at Uttar Pradesh has been accomplished.
Epansion of energy transmission enterprise is nicely on observe and is anticipated to be accomplished by March’2023.
Accepted additional capex of Rs.90 crore for sugar enterprise group and Rs.100 crore for energy transmission enterprise.
Nazara Applied sciences
Income at Rs. 315 cr vs Rs. 186 cr, up69.4% YoY
EBITDA at Rs. 30 cr vs Rs. 29 cr, up3.4% YoY
PAT at Rs. 22 cr vs Rs. 17 cr, up31% YoY
EBITDA Margin at 9.6% vs 15.8%, down -613 bps YoY
Pidilite Ind
Income at Rs. 2998 cr vs Rs. 2851 cr, up5.2% YoY
EBITDA at Rs. 496 cr vs Rs. 549 cr, down-9.7% YoY
PAT at Rs. 308 cr vs Rs. 359 cr, down-14.3% YoY
EBITDA Margin at 16.5% vs 19.3%, down -272 bps YoY
Motilal Oswal Monetary Companies (Cons)
Rev at Rs. 1072 Cr vs 1025 Cr YoY
PAT at Rs. 226 Cr vs 239 Cr YoY
Declared interim dividend of Rs. 7 per share
Sona BLW (Press Launch put up earnings )
Income of Rs. 685 crores with 39% YoY progress
26% income share from Battery Electrical Autos (BEV), BEV income progress of 29% YoY
EBITDA of Rs. 186 crores with a margin of 27.2% and 43% YoY progress
PAT of Rs. 107 crores with a internet revenue margin of 15.6% and 45% YoY progress
The web order guide* elevated to Rs. 23,800 crores from Rs. 20,500 crores as of September thirtieth, 2022
TVS Motors Standalone (YoY)
Income at Rs. 6545 cr vs Rs. 5706 cr, up14.7% YoY
EBITDA at Rs. 659 cr vs Rs. 569 cr, up15.8% YoY
PAT at Rs. 352 cr vs Rs. 288 cr, up22.2% YoY
EBITDA Margin at 10.1% vs 10%, up 9 bps YoY
Interim dividend of Rs 5/sh
Appointment of Mr B Sriram as an Further Director and Non-Govt Unbiased Director
Som Distilleries
Income at Rs. 305 cr vs Rs. 153 cr, YoY
EBITDA at Rs. 17 cr vs Rs. 6 cr, YoY
PAT at Rs. 11 cr vs lack of Rs. 1 Cr YoY
EBITDA Margin at 5.5% vs 3.9%, up 162 bps YoY
Fund Elevate:Board permitted the provide and issuance of totally paid-up fairness shares of 5/- every aggregating upto Rs. 49.00 Crore
Tatva Chintan Cons YoY
Income at Rs. 121 cr vs Rs. 105 cr, up15.2% YoY
EBITDA at Rs. 18 cr vs Rs. 24 cr, down-24.7% YoY
PAT at Rs. 12 cr vs Rs. 23 cr, down-47.8% YoY
EBITDA Margin at 15% vs 22.9%, down -795 bps YoY
House First Finance
Whole Revenue up 36% at Rs. 206 Cr on YoY foundation
PAT at Rs. 59 Cr up 28% YoY
ROA at 3.8% vs 4% YoY
highest ever quarterly disbursement of INR 780 Crs.
AUM grows by ~35% y-o-y to achieve INR 6751 Crs in Dec’22
Music Broadcast
Rev at Rs. 55 Cr vs 60 Cr YoY
PAT at Rs. 4 Cr vs 9 Cr YoY
Agrotech Meals Cons YoY
Rev at Rs. 225 Cr vs 246 Cr YoY
PAT at Rs. 68 Cr vs 67 Cr
EBITDA at Rs. 15 Cr vs 15 Cr YoY
EBITDA margin at 6.7% flat YoY
Sasken Applied sciences
Rev at Rs. 123 Cr vs 106 Cr yoy
PAT at 31 Cr vs 30 Cr yoy
Indus Towers (Cons QoQ)
Income down 15 % to Rs 6765 crore vs Rs 7967 crore
EBITDA down 59% at Rs 1163 crore vs Rs 2811 crore
EBTIDA Margin at 17.2% vs 35.3%
Internet Lack of Rs 708 crore vs Internet Revenue of Rs 871 crore
Fast Heal Applied sciences
Rev at Rs. 66 Cr vs 100 Cr QoQ
Loss at 9 Cr vs 22 Cr QoQ
Laxmi Natural Industrie, YoY
Income at `655 cr vs `859 cr, down -23.75%
EBITDA at `55.3 cr vs `106.3 cr, down -47.98%
EBITDA margin at 8.44% vs 12.37%
PAT at `27.2 cr vs `70.5 cr, down -61.42%
PDS Restricted, Cons YoY
Rev at 2574 cr vs 2232 cr, up 15%
Pat at 93 cr vs 81 cr up 15%
Ebitda at 132 cr vs 104 cr, up 27%
Margin at 4.7% vs 4.1%
PDS appoints Rahul Ahuja as Group CFO”
CORPORATE ANNOUNCEMENTS
Mr.Jens Van Nieuwenborgh has been appointed as an Alternate Director to Mr.John-Eric Bertrand
Bajaj Electricals
NCLT has directed a gathering to be convened and held of the fairness shareholders of Bajaj Electricals Restricted
For the aim of contemplating, Scheme of Association between the Firm and Bajel Tasks Restricted
Assembly to be held on Thursday, March 2, 2023 at 11:00 A.M. (IST),
Eclerx Companies
Replace on tender provide buyback- To open on Feb 03rd and shut on Feb 16th
Provide For Purchase Again Of Upto 1,714,285 Shares
,At A Worth Of ₹ 1,750/-For An Combination Quantity Of Upto ₹ 300 Cr
JSW Metal
NCLT handed an order sanctioning the Scheme of Amalgamation of Asian Color Coated Ispat Restricted and Hasaud Metal Restricted with JSW Metal Coated Merchandise Restricted.
REC Ltd
Board assembly on January 30, 2023 to think about a proposal for revision in market borrowing programme of the Firm for the monetary 12 months 2022-23.
Barbeque Nation
Mr. Anurag Mittal has resigned from the workplace of Chief Monetary Officer of the Firm
Ethos Ltd
Enters Into An Unique Partnership With The Up to date Watchmaking Model Bell & Ross
Rail Vikas Nigam
Obtained LOA for ‘Provision of Computerized Block Signalling with Twin MSDAC, EI/OC Interface and Block Optimization in Arakkonam Junction
The venture value is Rs. 38 Cr
IRB Infra
Chittoor Thachur Freeway Non-public Restricted (‘the SPV’) – wholly owned subsidiary of the Firm, has obtained Appointed Date for Challenge of Growth of Six Laning of Chittoor-Thachur street
HFCL
Firm has received an Export Contract aggregating to ~INR 82.97 crores, from one of many famend Telecom Operator, for provide of Optical Fiber Cables and Equipment.
FROM AGENCIES
Bob Iger, Henry Kravis Purchase a Stake in Thrive Capital: WSJ
SEBI Places Rs 26 cr High quality on Espresso Day; Orders Restoration of Dues
State Financial institution Of India: Two Days’ Nationwide Financial institution Strike Jan 30-31
Blackstone in Talks to Promote India REIT Stake to Bain, Reuters Stories
India targets record-breaking coal output by FY23-24
Colocation case: Sebi prone to problem SAT’s aid to NSE in SC
INSIDER TRADE
Recognized Managerial Particular person/ Worker offered LLOYDS METALS AND ENERGY 3230207
Promoter Group Trident Lifeline Ltd 12000
Promoter pledge ONELIFE CAPITAL ADVISORS LTD. 5000000
Promoter offered Brandbucket Media & Expertise Ltd 6000
ANALYST MEETS
CSB Financial institution earnings name on January 30, 2023 at 05:00 pm IST
Thomas name buyers name is scheduled to be held on Friday, third February, 2023 at 03:00 p.m. IST.
‘Tata Metal 3QFY23 Earnings Dialogue’ scheduled to be held on Tuesday, February 7, 2023.
Infobeans Applied sciences earnings name on twenty fifth January, 2023 Time (IST): 5:00 PM to six:00 PM
Vimta Labs incomes name to be held on Monday, thirtieth January 2023 at 11:00 AM
Alkem Labs convention name to debate the Q3FY23 monetary outcomes shall be held on Friday, tenth February, 2023 at 05.00 p.m
IEX to fulfill Platinum Asset Administration on Jan twenty fifth
Medplus earnings name on 6th Feb 2023 at 16:00 hours
DCB Financial institution earnings name on Saturday, January 28, 2023 at 19.00 Hrs
Indian Steel and Ferro alloys incomes name scheduled on Wednesday, 1st February, 2023 at 11.00 AM
Som Distilleries earnings name scheduled on Friday, twenty seventh January, 2023 to debate monetary outcomes for Q3 FY2023 at 4:00 PM IST
Pondy Oxides Earnings Name for Q3 – FY 2022-23 scheduled on Tuesday, thirty first January 2023 at 03:00 PM
Equitas small finance financial institution intimation on Earnings Name scheduled on February 09,2023
Vardhman Particular metal incomes name on Thursday, 2nd February, 2023 at 11:00 a.m
Godrej Properties convention name with buyers and analysts to be held on Thursday, February 02, 2023 at 04:00 PM (IST).
Vardhman Textiles focus on the 3Q & 9MFY23 outcomes on Friday, twenty seventh January, 2023 at 04:30 p.m.
Mahanagar Gasoline concall is scheduled to be held on Friday, 03rd February 2023 at 04:00 PM (IST).
Matrimony ltd incomes name on February 9, 2023
Bajaj Finance incomes name on n 27 January 2023 at 6.00 p.m
Knowledge Patterns incomes name on Monday, thirtieth January, 2023 at 04:00 P.M
FIno funds concall Friday, February 03, 2023 at 4.00 p.m. IST.