Events today

Board meeting

Q1FY23 results

Clever

JSW Steel

Ultratech cement

Others

Mahindra CIE Automotive Limited

Atul Ltd

AMC HDFC

Finolex Industries Ltd.

GC Consumer

GREENPANEL Industries

NIIT Technology

Sigachi Industries

co-forged

AGM

IDBI Bank (11 a.m.)

Hitachi Energy India (11 a.m.)

Consumer Crompton Greaves (3 p.m.)

India Wendt (3 p.m.)

Oil and Gas Updates

Brent crude at $104/bbl vs. $107/bbl

Singapore GRM at $2.7/bbl vs. $3.9/bbl

Asia spot gas price at $38.1/mmBtu vs. $38.2/mmBtu

Securities transaction

GMM Pfaudler: Listing of Free Equity Shares

DII/FII data

FII bought Rs 1799.3 cr net worth of shares on July 21 (prov)

DIIs sold Rs 312.3 cr net worth of shares on July 21

FII F&O cash data:

Net purchase of index futures Rs 2449 cr

Net index options buy Rs 7416 cr

Net forward purchase on shares Rs 510 cr

Net sale of stock options Rs 66 cr

Total FII net buys Rs 10,308 cr in F&O

F&O ban

Delta Corporation

Added:- RBL Bank

Bundle/Bulk Offer

None

RESULT Q1FY23:

FRS (Consolidated, annual)

Revenue at Rs. 3894 cr vs. Rs. 2699 cr, up 44.3%

EBITDA at Rs. 994.5 cr vs. Rs. 671.5 cr, up 48.1%

EBITDA % at 25.54% vs 24.88%

Net profit at Rs. 608 cr vs. Rs. 395 cr, up 53.9%

CYENT (Consolidated, QoQ)

Revenue at Rs. 1250 cr vs. Rs. 1181 cr, up 5.8%

Net profit at Rs. 116 cr vs. Rs. 154 cr, down 24.7%

EBIT reported Rs. 143cr vs. Rs. 171, down 16%

EBIT margin 11.5% vs. 14.5%

INDIAMART INTERMESH (Consolidated, QoQ)

Revenue at Rs. 225 cr vs. Rs. 201 cr, up 12%

Net profit at Rs. 47 cr vs. Rs. 57 cr, down 19%

EBITDA at Rs.58 cr vs Rs. 54 cr, up 7%

EBITDA % at 26% vs 27%

RBL BANK (Autonomous, YoY)

NII at Rs 1027cr vs Rs 970cr, up 5.9%

PPPO at Rs 529cr vs Rs 766cr, down 30%

PAT `201cr vs Loss `459cr yoy

GNPA 4.08% vs. 4.40% qoq

NNPA 1.16% vs. 1.34% qoq

JSW Energy (Consolidated, annual)

Revenue at Rs. 3,026 cr vs. Rs. 1,727 cr, up 75.2%

Net profit at Rs. 560 cr vs. Rs. 201 cr, up 178.6%

EBITDA at Rs. 1,021 cr vs. Rs. 698 cr, up 46.3%

EBITDA % at 33.74% vs 40.42%

GUJARAT STATE FERTILIZERS AND CHEMICALS (Consolidated, annual)

Revenue at Rs. 3,018 cr vs. Rs. 1,851 cr, up 63%

Net profit at Rs. 346 cr vs. Rs. 136 cr, up 154.4%

TITLES HERE (Consolidated, annual)

Brokerage income `303cr vs `395cr, down 23%

Brokerage revenue decreased primarily due to lower retail equity volumes

Revenue at Rs. 794 cr vs. Rs. 745 cr, up 6.6%

Net profit at Rs. 273 cr vs. Rs. 310 cr, down 11.9%

Canfin Homes (Annual)

NII Rs 250 cr vs Rs 181cr, up 38%

PAT Rs 162cr vs Rs 108cr, up 50%

Himadri specialty Consumed (T/Q)

Turnover up by 8% to Rs 834 cr against Rs 773 cr

EBITDA down by 1% to Rs 43.7 cr against Rs 44.1 cr

EBITDA margin at 5.2% vs. 5.7%

Net loss of Rs 7 cr vs net profit of Rs 24 cr

Exceptional loss of Rs 25 cr due to the depreciation of a subsidiary in China

PERSISTENT SYSTEMS Q1 QOQ CONSOL

$Revenue up 11.1% to $242 million from $217 million

Revenue up 14.7% to Rs 1878cr vs Rs 1638cr

EBIT up 16.8% to Rs 269cr vs Rs 230cr

Margins at 14.3% versus 14%

PAT up 5.3% to Rs 212cr from Rs 201cr

CRISIS Q2CY22

Turnover up by 24.6% to Rs 659 cr against Rs 529 cr

Net profit up 35.6% to Rs 137 cr vs Rs 101 cr

Company announcements

FRS

Board announced 3 midstream manufacturing projects with an investment of Rs 400 cr in Dahej and an expansion project of Belting fabric with an investment of Rs 162 cr.

quick healing

Announced takeover of Rs 150 cr. To redeem 50 lakh shares at Rs 300 – 51% premium to CMP.

Cineline

Opening of a 4-screen multiplex in Punjab

Indoco Remedies

USFDA Successfully Completes Inspection of Indoco’s Clinical Research Organization – AnaCipher

The agency did not identify any objectionable conditions and made no observations.

ITI Ltd

signs a memorandum of understanding with the CDOT for the technology transfer of 4G technologies

Coromandel International

Dare Ventures, the company’s venture capital arm, is investing in Bengaluru-based biotech startup String Bio. The investment was part of the first $20 million closing of the Series B fundraising

Emma

To subscribe 30% of the capital of Cannis Lupus Services India Pvt Ltd

Note- Cannis Lupus Services is a pet care company

Welspun Corp.

Announces Commissioning of its Blast Furnace and Sinter Plant and TMT Bar Manufacturing Plant in Anjar, Gujarat, through its Wholly Owned Subsidiaries

Biocon

Three sightings were cited at the end of the USFDA inspection located in Hyderabad

LIC

Stake in GUJARAT NARMADA VALLEY FERTILIZERS AND CHEMICALS reduced from 5.7% to 3.7%

investment tube

Entered SPA for acquisition of 76% stake in Moshine Electronics Private Limited for consideration of up to Rs 8.6cr

NLC India

Investment proposal approved for establishment of Mine III at Neyveli, Tamil Nadu at an estimated cost of Rs. 3755.71 cr

Investment Proposal Approved for Establishment of 2nd Expansion of TPS II Thermal Power Plant Neyveli, Tamil Nadu Rs. 11,189.20 cr

Astron Paper and Board Mill

Reduce production quantity at plant located in Halvad, Gujarat due to modification of boiler and installation of new improved turbine

This process will reduce the company’s fuel costs and help us maintain a better environment. Full operations at Unit-1 Halvad, Gujarat will commence once the boiler modification and installation of the new upgraded turbine are completed, no later than September 15, 2022

M&Ms

Announcement of introductory prices for the automatic and 4WD variants of the Scorpio-N, reservations will start from July 30

Bharti Airtel

To hold the AGM on August 12 at 11 a.m.

Insiders

The promoter of Max Financial has issued a pledge on 6 lakh shares.

The promoter of Aurobindo Pharma has posted a pledge on 20.5 lakh shares.

Investor/analyst meeting

Call of SBI charts and payment gains on July 28

Macrotech Developers Wins July 26 Appeal

Affle (India) meeting with Franklin Templeton on July 21

SKF India wins appeal on July 28

Call to earn Ether on July 26

V-Mart Retail Investor Call with Julius Baer Wealth Advisors (India) July 22

July 26 Symphony Earnings Call

Canara Bank winning call July 25

Torrent Pharma Earnings Call July 29

APL Apollo winning call July 27

ICICI sec win appeal July 21

Anupam Rasayan India wins appeal on July 25

MOFSL Investor Revenue Call July 29

Coforge earnings call July 22

IDBI Bank Earnings Call July 21

Puravankara meeting with analysts/investors on July 22