Maharashtra Seamless Ltd. | CMP Rs. 808 | M Cap Rs. 10833 Cr | 52 W H/L 1099/406
(Nirmal Bang Retail Research)
Sales volume (in kMT) came at 117 vs QoQ 107 vs YoY 97
Result has declined
Revenue from Operations came at Rs. 1214.9 Cr (-15.1% QoQ, -25.6% YoY) vs QoQ Rs. 1431.1 Cr, YoY Rs. 1632.9 Cr
EBIDTA came at Rs. 275.1 Cr (-25.6% QoQ, -14.4% YoY) vs QoQ Rs. 370 Cr, YoY Rs. 321.4 Cr
EBITDA Margin came at 22.6% vs QoQ 25.9%, YoY 19.7%
Adj. PAT came at Rs. 218.4 Cr vs QoQ Rs. 276 Cr, YoY Rs. 370 Cr
Quarter EPS is Rs. 16.3
Stock is trading at P/E of 11.4x TTM EPS

Eris Lifesciences Ltd. | CMP Rs. 908 | M Cap Rs. 12348 Cr | 52 W H/L 972/605
(Nirmal Bang Retail Research)
Result is below expectations
Revenue from Operations came at Rs. 550.9 Cr (13.3% QoQ, 36.8% YoY) vs expectation of Rs. 508.3 Cr, QoQ Rs. 486.3 Cr, YoY Rs. 402.8 Cr
EBIDTA came at Rs. 148.4 Cr (-15.4% QoQ, 24.8% YoY) vs expectation of Rs. 177.2 Cr, QoQ Rs. 175.5 Cr, YoY Rs. 118.9 Cr
EBITDA Margin came at 26.9% vs expectation of 34.9%, QoQ 36.1%, YoY 29.5%
Adj. PAT came at Rs. 71 Cr vs expectation of Rs. 90.6 Cr, QoQ Rs. 102.7 Cr, YoY Rs. 65.4 Cr
Quarter EPS is Rs. 5.2
Stock is trading at P/E of 27.2x FY25E EPS

MPS Ltd. | CMP Rs. 1636 | M Cap Rs. 2799 Cr | 52 W H/L 1885/809
(Nirmal Bang Retail Research)
Result is ok
Revenue from Operations came at Rs. 149.4 Cr (11.7% QoQ, 17.2% YoY) vs QoQ Rs. 133.8 Cr, YoY Rs. 127.5 Cr
EBIDTA came at Rs. 42.8 Cr (-4.2% QoQ, -6.3% YoY) vs QoQ Rs. 44.6 Cr, YoY Rs. 45.6 Cr
EBITDA Margin came at 28.6% vs QoQ 33.4%, YoY 35.8%
Adj. PAT came at Rs. 28.7 Cr vs QoQ Rs. 29.7 Cr, YoY Rs. 32.1 Cr
Quarter EPS is Rs. 16.8
Stock is trading at P/E of 23.6x TTM EPS

JUBILANT INGREVIA: CO EXPECTS 60% OF OVERALL BUSINESS TO COME FROM SPECIALTY CHEMICALS IN THREE YEARS || CO SAYS EBITDA MARGIN FOR SPECIALTY CHEMICALS IS EXPECTED TO BE AT LEAST 17%, 18% IN STEADY STATE - CONCALL UPDATES - CONCALL UPDATES

NELCAST: CO IS DEVELOPING NEW PRODUCTS, INCLUDING AXLES FOR FOUR-WHEEL DRIVE TRACTORS AND HEAVY COMMERCIAL VEHICLES || CO EXPECTS 20,000 TONNES IN THE CURRENT QUARTER, AND 24,000 - 25,000 TONNES IN THE SECOND HALF OF THE YEAR - CONCALL UPDATE

CERA SANITARYWARE: CO SAYS REVISED GUIDANCE FOR 16% CAGR IS BASED ON CURRENT SITUATION AND 3 - YEAR OPERATING PLAN- CONCALL UPDATE

BLOCK DEAL IN IDEA OF 19 CRORE @ 12.27 IN BSE

Aditya Birla Finance, one of the key lending partners for One 97 Communications-owned Paytm, is learnt to have invoked loan guarantees which the fintech firm had provided to the lender in lieu of repayment defaults from customers, people in the know of the matter told ET.

Others like Piramal Finance and Clix Capital have also pulled the plug on their partnerships with Noida-headquartered Paytm, signalling the stress in the company's lending business.

BULK DEAL AS ON 07-05-2024

Cartrade Tech Limited
+ 2.42 LK @ 854.93 SECTOR INVESTMENT FUNDS PLC - SECTOR GLOBAL EMERGING MARKETS FUND

Cigniti Technologies Ltd
+ 1.50 LK @ 1320.79 RAJASTHAN GLOBAL SECURITIES PVT LTD

RUDRAECO
+10 LK @ 47.08 VIVEK JAIN
-15 LK @ 47.13 DPG TEXTILE LIMITED

Mint
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POONAWALLA FINCORP: CO'S VISION FOR FY25 IS TO BE AMONGST THE TOP 3 NBFCS IN CONSUMER AND MSME SEGMENT AT RISK-CALIBRATED ACCELERATED GROWTH, TO 3X OF FY21 AUM

AMONGST THE LOWEST COF IN THE INDUSTRY AT 250 BPS REDUCTION IN BORROWING COST

BEST-IN-CLASS ASSET QUALITY; NET STAGE 3 < 1%

CO TO LAUNCH CO-BRANDED CREDIT CARD IN Q1 FY25