Dear Customer,
Markets always tend to be interesting with something or the other happening all the time. Our Morning Mantra is released before the opening bell and it includes the market commentary along with Corporate & Global news for the day.
- U.S. stocks closed higher on Wednesday after the Federal Reserve kept rates unchanged in its July statement and the continued recovery in oil prices encouraged investor sentiment.
| Dow Jones |
17751.4
|
+121.1
|
+0.69%
|
| Dow Futures |
17660.0
|
-22.0
|
-0.12%
|
| Hangseng |
24700.6
|
+81.1
|
+0.33%
|
| Nikkie |
20578.5
|
+275.6
|
+1.36%
|
| SGX Nifty |
8399.0
|
+19.5
|
+0.23%
|
- Asian stocks rose, following gains in global shares, as profits topped estimates and the Federal Reserve said the U.S. economy was progressing toward an interest-rate increase.
- Market is expected to open on positive note and likely to remain range bound during the day.
- Reserve Bank of India deputy governor S S Mundra says “We are seeing that there is some stability now in the (NPAs) levels. So, we will have to keep a constant watch on how things are developing,”
- The Delhi High Court has dismissed AstraZeneca's plea to block Hyderabad based Lee Pharma from making copies of its anti-diabetes drug Onglyza and left it for the patent office to decide whether to grant a compulsory licence for the medicine.
- IL&FS Transportation wins Rs 1886 cr NHAI deal in Maharashtra
- Eveready mulls entering home appliance business
| Blue Dart |
- result improved Sales came at 620cr vs qoq 571cr yoy 526cr EBITDA came at 80.5cr vs qoq 68cr yoy 57cr PAT came at 46cr vs qoq 35cr yoy 34cr
|
| Navin Fluorine |
- Result is ahead of expectations. Sales is Rs 150 cr vs exp of Rs 149 cr. QoQ Rs 146 cr YoY rs 130 cr. EBITDA is Rs 25.6 cr vs exp fo Rs 17.4 cr. QoQ Rs 18.3 cr YoY Rs 12.4 cr. PAT is Rs 18.1 cr vs exp of Rs 11.5 cr. QoQ Rs 16.6 cr YoY rs 8.5 cr
|
| Wabco |
- Result ahead of Exp Sales came at 364cr vs exp 377cr qoq 362cr yoy 305cr EBITDA came at 70cr vs exp 61cr qoq 56cr yoy 50cr PAT came at 47.5cr vs Exp 37.6cr qoq 30.4cr yoy 30.7cr
|
| Gandhi Special Tube |
|
| IFB Agro |
- Result improved. Sales came at 152cr vs came at 19.5cr vs qoq 8.8cr yoy 9cr PAT came at 7.31cr vs qoq 2.7cr yoy 3.6cr Qtr EPS Rs.7.80
|
| Allahabad Bank |
- result improved
- NII stood at 1587cr vs 1514cr exp, 1457cr qoq & 1610cr yoy
- Non Interest Income at 478cr vs 566cr qoq & 469cr yoy
- PBP at 1242cr vs cr 1039exp, 1009cr qoq & 1220cr yoy
- Prov at 855cr vs 631cr qoq & 852cr yoy
- PAT at 147cr vs 203cr qoq & 113cr yoy
- Qrtrly EPS 2.57
- GNPA 7987cr vs 8358cr qoq at 5.29% vs 5.46% qoq
- NNPA 5421cr vs 5979cr qoq at 3.67% vs 3.99% qoq
|
| IIFL (Consol) |
- result improved
- Total Income at 961cr vs, 1049cr qoq & 789cr yoy
- Net Income stood at 592cr vs, 611cr qoq & 471cr yoy
- PBT at 188cr vs 226cr qoq & 144cr yoy
- PAT at 108cr vs 132cr qoq & 94cr yoy
|
| Butterfly Gandhimati Appliance |
|
| Castrol |
- Result Marginally ahead of expectation Sales came at 920cr vs exp 904 cr qoq 795cr yoy 910cr EBITDA came at 276cr vs Exp 253cr qoq 191cr yoy 187cr partially on account of lower Ad spend which was Rs.60cr vs yoy 75cr. PAT came at 185cr vs Exp 165cr qoq 147cr yoy 125cr. Share is trading at 36 PE FY16 Earning
|
| Suryalakshmi Cotton Mills |
- result improved. Sales came at 185cr vs qoq 165cr yoy 180cr EBITDA came at 26.3cr vs qoq 11cr yoy 25cr PAT came at 6.93cr vs qoq loss of 4.53cr yoy 5.94cr.
|
| UPL |
- result inline. Sales came at 3012cr vs exp 3090cr qoq 3563cr yoy 2720cr EBITDA came at 587cr vs exp 598cr qoq 789cr yoy 523cr PAt came at 275cr vs exp 300cr qoq 440cr yoy 289cr
|
| Zydus Wellness |
- result is in-line
- Sales is Rs 103.7 cr vs exp of Rs 113.5cr. QoQ Rs 97.2 cr YoY rs 100.7 cr
- EBITDA is Rs 16.8 cr vs exp of Rs 17.6 cr. QoQ Rs 13.7 cr YoY Rs 15.4 cr
- PAT is Rs 19.5 cr vs exp of Rs 19.6 cr. QoQ Rs 20.2 cr YoY rs 17.1 cr
|
| Nirlon |
- Result ok Sales came at 56cr vs qoq 52cr yoy53cr EBITDA came at 47cr vs qoq 45cr yoy 46.5cr PAT came at 9.5cr vs qoq negative 7cr yoy 11cr
|
| Excel Crop Care |
- result ok. Sales came at 286cr vs yoy 323cr EBITDA came at 49cr vs yoy 48cr PAT Came at 32cr vs yoy 33cr
|
| Essar Oil |
- Result improved. Sales came at 16303cr vs qoq 15563cr yoy 24811cr EBITDA came at 1802cr vs qoq 1311cr yoy 1390cr PAT came at 1063cr vs qoq 546cr yoy 684cr. GRM in Q4 improved but Singapore GRM in July has come down to $5.5 vs Q1FY16 of $8+
|
| Sagar Cements |
- Result inline Sales came at 195cr vs exp 177cr qoq 191cr yoy 135cr EBITDA came at 38cr vs exp 39cr qoq 41cr yoy 42cr PAT came at 23cr vs qoq 21cr yoy negative 8.60cr
|
| Yes Bank |
- result inline
- NII stood at 1060cr vs 1009cr exp, 977cr qoq & 745cr yoy
- Non Interest Income at 545cr vs519cr exp 590cr qoq & 426cr yoy
- PBP at 908cr vs 864cr exp, 938cr qoq & 644cr yoy
- Prov 98 at cr vs 126cr qoq & 24cr yoy
- PAT at 551cr vs 548cr exp, 551cr qoq & 439cr yoy
- Qrtrly EPS 13.19
- GNPA 368cr vs 319cr qoq at 0.46% vs 0.41% qoq
- NNPA 107cr vs 88cr qoq at0.13 % vs 0.12% qoq
- O/s Rest. Book 561cr (0.17%) vs381 qoq
- NIM 3.3%
|
| Dabur India |
- result is in-line
- Sales is Rs 2064 cr vs exp of Rs 2065 cr. QoQ Rs 1945 cr YoY rs 1864 cr
- EBITDA is Rs 321.8 cr vs exp of Rs 318 cr. QoQ Rs 345.7 cr YoY Rs 268.1 cr
- PAT is Rs 261 cr vs exp of Rs 255 cr. QoQ Rs 285 cr YoY rs 211 cr
|
| SKM Egg Products |
|
| Vedanta |
- Result inline Sales came at 16952cr vs Exp 17511cr EBITDA came at 3992cr vs Exp 4275cr
|
| JSW steel |
- Result inline Sales came at 11382cr vs exp 11619cr EBITDA came at 1629cr vs exp 1533cr PAT came at negative 107cr vs Expected negative 71cr
|
| Advanta |
- Result ok Sales came at 282cr vs qoq 270cr yoy 294cr EBITDA came at 54cr vs qoq 56cr yoy 53cr PAT came at 21cr vs qoq 26cr yoy 15cr
|
| Mphasis |
- result inlineSales came at 1496cr vs qoq 1429cr yoy 1490cr EBITDA came at 211cr vs qoq 201cr yoy 247cr adj PAT came at 168cr vs qoq 177cr yoy 174cr
|
| Nestle |
- result inline Sales came at 1934cr vs Exp 2340cr lower sales is on account reversal of sales of Rs.288cr. EBITDA came inline at Rs.395cr vs Exp 385cr PAt came at negative 64cr vs exp 223cr on account of Exceptional w/off of Rs.452cr
|
| NHPC |
- result below expectation. Sales came at 1986cr vs Exp 2184cr EBITDA came at 1252cr vs exp 1453cr PAt came at 767cr vs Exp 776cr
|
| HEG |
|
- Result to be Announced (Reported PAT Rs cr)
30/7/2015
|
Jun'14
|
Mar'15
|
Exp
|
NB Insti
|
| Astra Microwave Products Ltd. |
19.1
|
5.5
|
9.8
|
na
|
| Bank Of Baroda |
1361.9
|
598.4
|
894.8
|
122.7
|
| Colgate-Palmolive (India) Ltd. |
134.9
|
163.6
|
154.4
|
143.9
|
| Dena Bank |
81.5
|
55.8
|
na
|
na
|
| Dr. Reddys Laboratories Ltd. |
550.4
|
518.8
|
540.2
|
na
|
| Essel Propack Ltd. |
26.4
|
45.4
|
38.2
|
na
|
| Exide Industries Ltd. |
185.3
|
137.6
|
181.8
|
na
|
| Gabriel India Ltd. |
13.7
|
13.0
|
15.1
|
na
|
| GATI Ltd. |
11.5
|
11.3
|
12.6
|
na
|
| Glenmark Pharmaceuticals Ltd. |
184.8
|
10.6
|
208.0
|
167.6
|
| Gujarat Pipavav Port Ltd. |
80.5
|
66.9
|
98.9
|
na
|
| Gujarat Fluorochemicals Ltd. |
44.2
|
327.7
|
na
|
na
|
| Hindustan Construction Company Ltd. |
27.1
|
20.7
|
3.5
|
na
|
| HSIL Ltd. |
15.0
|
39.8
|
24.1
|
na
|
| IDFC Ltd. |
481.7
|
382.2
|
361.0
|
na
|
| IFB Industries Ltd. |
17.4
|
1.2
|
13.6
|
na
|
| Indoco Remedies Ltd. |
20.0
|
18.8
|
23.3
|
na
|
| Ipca Laboratories Ltd. |
145.5
|
7.8
|
47.5
|
34.3
|
| ITC Ltd. |
2186.4
|
2361.2
|
2320.7
|
na
|
| JM Financial Ltd. |
58.3
|
93.0
|
na
|
na
|
| Kansai Nerolac Paints Ltd. |
73.0
|
60.4
|
84.4
|
na
|
| Kokuyo Camlin Ltd. |
3.9
|
4.3
|
na
|
na
|
| Kotak Mahindra Bank Ltd. |
698.3
|
912.6
|
735.6
|
na
|
| LG Balakrishnan & Brothers Ltd. |
15.3
|
13.1
|
15.0
|
na
|
| Mirza International Ltd. |
9.8
|
12.3
|
15.6
|
na
|
| NCC Ltd. |
-20.5
|
52.0
|
28.8
|
na
|
| Nelco Ltd. |
7.8
|
-2.6
|
na
|
na
|
| NTPC Ltd. |
2201.2
|
2944.0
|
2106.4
|
na
|
| Nucleus Software Exports Ltd. |
11.7
|
20.6
|
17.6
|
na
|
| Onmobile Global Ltd. |
-23.9
|
-14.6
|
na
|
na
|
| Oriental Bank Of Commerce |
364.5
|
-178.4
|
218.7
|
na
|
| Petronet LNG Ltd. |
156.6
|
300.8
|
161.5
|
na
|
| RSWM Ltd. |
23.6
|
24.4
|
27.9
|
na
|
| Sequent Scientific Ltd. |
-11.0
|
-21.6
|
na
|
|
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