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3-May-17
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> Deep Industries Concall update: > Thermax has won export contracts of approximately USD 157 million
EBITDA de-grew by 11% QoQ, on account of delay in from a leading African conglomerate to supply 4 utility boilers, 8 heat
deployment of equipment from the supplier side due to de- recovery steam generators, and 2 flue gas steam generators for its
monitization. refinery and petrochemical project coming up in Nigeria
Other income include foreign currency gain of Rs.6 Cr.
Revenue breakup of FY17: Q4FY17 Concall Highlights of CHOLAFIN:
>Gas compression- 36% Mgt is cautiously optimistic about the performance of the Company.
>Rig Business -24% >>Mgt expects more opportunity from the eastern region.
>Gas dehydration- 40% >>No immediate plan for rising of the Capital.
Outstanding orderbook- Rs.780Cr which is to be executed in >>NIM-9.3% in 4QFY17 and 8.6% in full year.
2 years and 3 months. >>CAR-18.64% in FY17
During 4QFY17,company has received repeated orders of Rs. >>PBT rota back towards 3%.
48 Cr in Gas dehydration segment. >>VAT liability-28cr.
Management expects 2-3 tenders to be finalized by ONGC in >>In Vehicle finance portfolios write off is about 1%.
1QFY18, which was earlier expected to be finalized by >>Home equity is from banks and Vehicle business is from both banks and
March17. NBFcs.
Funds raised by QIP of Rs. 63 Cr out of which Rs. 20 Cr has >>Cost of opening and operating cost is low i.e. under 10 lakh a year.
been capitalized in order taken from Cairn India, rest amount >>Supply pressure will be in home equity from banks.
is invested in new projects. >> Mgt expects cautious plan for disbursement as it is down by 45%.
EBITDA margin in FY17: >>Larger ticket size is underperforming as compared to smaller ticket size.
>Gas compression & dehydration- 60% >>Employee cost surged due to shift of off roll employees to on roll
>Rig Business -50% employees.
Utilization level:
>Gas compression- 92% Syngene Aim to get back to around 20% revenue growth in FY18 . The
>Rig Business = 85-87% capacity that was lost due to fire would take about 12 months to rebuild
>Gas dehydration- 100% and till then the company has relocated about 500 scientist from one
Drilling of CBM blocks will begin in FY18, and campus to other facilities. They were back up and running in 3-4 weeks.
commercialization
RPG Life Sciences will beisinoptimistic
FY19. of 2018, in terms of The tie-up with the Canadia Company is a good start for the biologics
consolidation, comapny has done good consolidation last year business, said Hunt, adding that it is mainly for 5 anti-bodies. Moreover, if
. FY18 is definitely going to be better than FY17 . Consultants they are scientifically successful then it would offer second opportunity to
are working with us, team is fully prepared and getting ready do the clinical state manufacturing
to get rid of the warning letter and we will be submitting our
first product in 2018. So company is looking forward to reach
US market by 2019-2020
Narnolia Securities Ltd
F&O OPEN INTEREST ( Number of Contracts )
Individual Foreign Institutions
TRADING IDEAS
Result Q4FY17
BSE Code NSE CODE SALES SALES YoY PAT PAT YoY
531950 VERTEX 2 27.78 0 (52.00)
532323 SHIVACEM 4 (78.72) (7) 1113.33
532400 KPIT 858 2.00 54 (42.06)
532720 M&MFIN 2123 12.53 278 (32.36)
532313 MAHLIFE 327 128.69 17 (64.13)
532374 STRTECH 701 15.19 69 19.26
532642 JSWHL 10 17.44 7 17.57
532732 KKCL 130 3.32 34 55.62
533287 ZEELEARN 60 19.71 15 88.79
500425 AMBUJACEM 6530 7.58 399 41.49
506395 COROMANDEL 2302 (23.26) (85) (192.03)
523367 DCMSHRIRAM 1709 32.42 156 143.46
500096 DABUR 1915 (3.30) 333 0.49
533148 JSWENERGY 1862 (28.07) 25 (91.30)
506401 DEEPAKNTR 325 (3.22) 21 1.17
532504 NAVINFLUOR 201 5.88 29 (6.67)
532983 RPGLIFE 72 4.33 (0) (108.89)
520119 ASAL 110 60.16 (1) 105.88
513216 UTTAMSTL 899 (47.88) 139 (112.26)
500330 RAYMOND 1481 (1.99) 33 (41.48)
521248 KITEX 177 2.86 27 (39.87)
532760 DEEPIND 75 36.46 23 81.20
532706 INOXLEISUR 291 6.42 0 (98.51)
500165 KANSAINER 1085 24.84 112 (81.92)
500307 NIRLON 61 0.18 11 (192.98)
500111 RELCAPITAL 5033 79.30 417 0.48
531364 CHOICEINF 1 (10.00) 0 285.71
532343 TVSMOTOR 2845 1.69 127 (6.81)
532812 TFL 9 102.68 2 3460.00
532960 IBSEC 118 26.56 54 2181.01
533121 SQS India BFSI 58 (20.36) 4 (58.49)
Economic Calendar
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Country
2th May 17 3th May 17 4th May 17 5th May 17 6th May 17
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