Stock market essentials for August 12: Hero MotoCorp, ONGC to declare Q1 results today

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Events Today

SJVN Limited to consider and approve the raising of funds through securitization of assets

Varroc Engineering to consider raising of funds

Results

Hero Moto

Divi’s Laboratories Ltd

Grasim Industries Ltd

Others

Apollo Tyres, PFC, Info Edge, Bharat Dynamics, Finolex Cables, NLC, Balaji Amines, Hindustan Aeronautics, Bajaj Electricals, Repco Home Finance, Amrutanjan Healthcare, Kolte-Patil, Zee Entertainment, Astral Polytechnik, India Cements, Sun TV, Shriram Properties, Varroc Engineering, Burger King, Wockhardt, Life Insurance Corporation of India, Campus Activewear, GMDC, Supriya Life Science, Muthoot Finance, Prime Focus, Indiabulls Real Estate, Inox Wind, Dilip Buildcon

AGMs

ADF Foods (10.00 am)

Gujarat Ambuja Exports (10.00 am)

Dabur India (10.30 am)

Bharti Airtel (11.00 am)

Wockhardt (11.00 am)

Avanti Feeds (11.00 am)

Andhra Paper (11.30 am)

UPL (12.30 pm)

Bata India (2.00 pm)

Matrimony.com (3.00 pm)

Oil & Gas Updates

Brent Crude at $99/bbl Vs $97/bbl

Singapore GRM at $8.9/bbl Vs $5.9/bbl

Asia Spot Gas prices at $45/mmBtu Vs $45/mmBtu

Corporate Action

Nil

DII/FII data

FIIs net bought worth Rs. 2298.08 cr of shares on Aug 11 (prov)

DIIs net sold worth Rs 729.56 cr of shares on Aug 11

FII F&O Cash Data:

Index futures net buy Rs 922 cr

Index options net buy Rs 1123 cr

Stock futures net buy Rs 983 cr

Stock options net sell Rs 174 cr

Total FII net buy Rs 2854 cr in F&O

F&O Ban

Delta Corp

Balrampur Chinni

Bulk/Block Deal

Newgen Software Tech

MASSACHUSETTS INSTITUTE OF TECHNOLOGY bought 10.1lk shares @ 370

ABU DHABI INVESTMENT AUTHORITY sold 8lk shares @ 370

PGIM INDIA MUTUAL FUND sold 4.1lk shares @ 370

RESULT Q1FY23

Apollo Hospital (Consolidated, YoY)

Revenue at Rs. 3795 cr vs Rs. 3760 cr, up 0.9%

Net Profit at Rs. 324 cr vs Rs. 501 cr, down -35.3%

EBITDA at Rs. 490.7 cr vs Rs. 519.6 cr, down -5.6%

EBITDA % at 12.93% vs 13.82%

Aurobindo Pharma (Consolidated, YoY)

Revenue at Rs. 6236 cr vs Rs. 5712 cr, up 9.2%

Net Profit at Rs. 520 cr vs Rs. 770 cr, down -32.5%

EBITDA at Rs. 965 cr vs Rs. 1210 cr, down -20.2%

EBITDA Margin 15.5% vs 21.1%

Pheonix Mills– conso YoY

Rev at 474Cr vs 204Cr

EBITDA at 323 vs 76

Margins at 56% vs 37%

PAT at 752Cr vs 35Cr loss

Exceptional Item of 557cr

Quess Corp

PAT at `67.7 cr vs `44.6 cr up 49%

Revenue at `3979 cr vs `2986 cr, up 33%

EBITDA at `153 cr vs `147 cr, up 4%

Margins at 3.8% vs 4.9%

Ugar Sugar Works (Consolidated, YoY)

Revenue at Rs. 372 cr vs Rs. 257 cr, up 44.7%

Net Profit at Rs. 5.7 cr vs Loss Rs.17cr

Centrum Capital (Consolidated, YoY)

Revenue at Rs. 277 cr vs Rs. 133 cr, up 108.3%

Loss at Rs. 114 cr vs Loss Rs. 7 cr

Provision Rs. 27.6 cr vs Rs. 78.5 cr, down -64.8% qoq

Garden Reach Shipbuilders & Engineers (YoY)

Revenue at Rs. 580 cr vs Rs. 305 cr, up 90.2%

Net Profit at Rs. 50 cr vs Rs. 20 cr, up 150%

EBITDA at Rs. 34 cr vs Rs. 2.6 cr, up 1207.7%

EBITDA % at 5.86% vs 0.85%

KSB (Consolidated, YoY)

Revenue at Rs. 448 cr vs Rs. 303 cr, up 47.9%

Net Profit at Rs. 47.4 cr vs Rs. 27.2 cr, up 74.3%

EBITDA at Rs. 60.5 cr vs Rs. 39.8 cr, up 52%

EBITDA % at 13.5% vs 13.14%

GOCL (Consolidated, YoY)

Revenue at Rs. 236.6 cr vs Rs. 141.7 cr, up 67%

Net Profit at Rs. 125 cr vs Rs. 24 cr, up 420.8%

Hindustan National Glass & Industries (YoY)

Revenue at Rs. 635 cr vs Rs. 425 cr, up 49.4%

Loss at Rs. 137 cr vs Loss Rs. 67.5 cr

Tilaknagar Industries (Consolidated, YoY)

Revenue at Rs. 480 cr vs Rs. 324 cr, up 48.1%

Net Profit at Rs. 1 cr vs Rs. 0.3 cr, up 233.3%

Suprajit Engineering (Consolidated, YoY)

Revenue at Rs. 645 cr vs Rs. 362 cr, up 78.2%

Net Profit at Rs. 27.3 cr vs Rs. 43.1 cr, down -36.7%

EBITDA at Rs. 54 cr vs Rs. 49.6 cr, up 8.9%

EBITDA Margin 8.4% vs 13.7%

GE T&D India (Consolidated, YoY)

Revenue at Rs. 593 cr vs Rs. 638 cr, down -7.1%

Net Profit at Rs. 6.3 cr vs Loss Rs. 19.2 cr

Puravankara (Consolidated, YoY)

Revenue at Rs. 215 cr vs Rs. 182 cr, up 18.1%

Net Profit at Rs. 34.4 cr vs Rs. 154 cr, down -77.7%

KNR Construction (Consolidated, YoY)

Revenue at Rs. 980 cr vs Rs. 807 cr, up 21.4%

Net Profit at Rs. 89.6 cr vs Rs. 112 cr, down -20%

EBITDA at Rs. 210.5 cr vs Rs. 202.3 cr, up 4.1%

EBITDA % at 21.48% vs 25.07%

Shilpa Medicare (Consolidated, YoY)

Revenue at Rs. 261 cr vs Rs. 237 cr, up 10.1%

Net Profit at Rs. 0.85 cr vs Rs. 1.6 cr, down -46.9%

EBITDA at Rs. 20.9 cr vs Rs. 31.9 cr, down -34.5%

EBITDA % at 8.01% vs 13.46%

Aster DM Healthcare (Consolidated, YoY)

Revenue at Rs. 2662 cr vs Rs. 2371 cr, up 12.3%

Net Profit at Rs. 79.7 cr vs Rs. 59.6 cr, up 33.7%

EBITDA at Rs. 291.8 cr vs Rs. 280.4 cr, up 4.1%

EBITDA % at 10.96% vs 11.83%

Sunteck Realty (Consolidated, YoY)

Revenue at Rs. 143.5 cr vs Rs. 92.7 cr, up 54.8%

Net Profit at Rs. 25 cr vs Rs. 3 cr, up 733.3%

EBITDA at Rs. 45.4 cr vs Rs. 20.8 cr, up 118.3%

EBITDA % at 31.64% vs 22.44%

Himadri speciality- conso YOY

Rev at 1047Cr vs 540

PAT at 38.5Cr vs 14.5Cr

EBITDA at 72Cr vs 36Cr

Margins at 7% vs 6.7%

Gujarat Ambuja Export

Rev at 1273Cr vs 1025Cr

Pat at 115Cr vs114Cr

Corporate Announcements

Aditya Birla Capital

ADIA to invest Rs 650 crore in Aditya Birla Health Insurance for 9.99% stake.

Fund infusion values Aditya Birla Health at Rs 6650 cr.

Upon the completion of the transaction, ADIA will own 9.99% stake, ABCL will hold a 45.91% stake and Momentum Metropolitan Holding will hold a 44.10% stake.

LIC

Increased shareholding in Voltas Ltd from 4.833% to 6.861%

Aurobindo Pharma

Board has taken note of the contents of the SEBI warning letter June 24, 22

Board has decided not to proceed with the restructuring of Eugia keeping in mind maximization of shareholder wealth in this current volatile economic situation

Page Industries

Due to demise of Nari Genomal on 9 August 2022, Sanjeev Genomal, Alternate Director to Mr. Nari Genomal stand ceased.

Sterling & Wilson

Shapoorji Pallonji proposes to sell as much as 2.37 million shares, representing 1.25% of Sterling & Wilson’s equity, on Aug. 12. The offer for sale will take place on Aug. 12 and Aug. 16. Floor price shall be Rs 270.

Other News

From Bloomberg

Paytm CEO Sharma Must Be Replaced With a Professional, IIAS Says
Shareholders of Paytm should vote against the reappointment of Vijay Shekhar Sharma as chief executive officer and managing director of the company and its board must bring in a professional to the role, proxy advisory firm Institutional Investor Advisory Services India Ltd. said in a note ahead of the fintech firm’s annual general meeting.

Before listing, Sharma on several instances publicly talked about the company turning profitable, and yet in FY22 it has not happened even at an EBIDTA level

IiAS says it’s raising concerns over Sharma’s ability to lead the company to the path of profitability

The advisory firm also asked shareholders to vote against the appointment of Ravi Chandra Adusumalli, managing partner of Elevation Capital, to the board of Paytm as he attended only 47% of board meetings in FY22

While recommending shareholders to vote for the reappointment of Madhur Deora as president and group chief financial officer for five years from May 20, 2022, IiAS opposed the proposed remuneration package for him, according to the note

Insiders

Companies Category No. Of Shares Activity
RPG Life Promoter 28,706 Bought
Godrej Agrovet Ltd Promoter 54,793 Bought
Avenue Supermarts Designated Person 400 Sold
L&T Designated Person 1,450 Sold
V Guard Industries Designated Person 2,000 Sold
Thomas Cook Connected Person 4,300 Sold
Mphasis Designated Person 6,000 Sold
Cyient KMP 6,000 Sold
IndusInd Bank Designated Person 7,000 Sold
Mahindra Holidays Designated Person 9,400 Sold
Aptech Designated Person 10,000 Sold
eMudhra KMP 10,000 Sold
Intellect Design Connected Person 15,000 Sold
Geojit Financial Promoter 203,238 Sold

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