Category: Quarterly Result Analysis

Q2FY21 Quarterly Result Analysis

Reading Time: 2 minutes GMM Pfaudler has been in the news for the wrong reasons with respect to its crashing share price. The share price fell from almost ₹7000 level to current 3500 levels. But if you look at the quarterly performance, after 3 quarters of stagnation, the revenue grew by almost 22%. To add to this the margins […]

Polycab India Ltd- Q2FY21 Analysis

Reading Time: < 1 minute While the first quarter(Q1FY21) was a washout with a 50% decline in sales on account of 2 months of lockdown. I was amazed by the recovery amidst the ongoing pandemic and intermittent lockdowns across the country in Q2FY21. And that is true for many other publicly listed companies I track. While the B2B segment of […]

VIP Industries Ltd & Safari Industries Ltd- Q1FY21 Analysis

Reading Time: < 1 minute Given that Q1 is always the best quarter for the company, VIP Industries have stocked itself with inventory to the core to be prepared for the demand. But looking at the Q1 sales which is done by 93%, the management now expect this inventory to last for the entire year.  Now, there has been drastic […]

Balaji Amines Ltd and Alkyl Amines Chemicals Ltd- Q4FY20 Analysis

Reading Time: 2 minutes Since Acetonitrile is a commodity product, its prices are derived by supply-demand dynamics. So, for prices to go up either demand goes up or supply goes down. In case of Acetonitrile, it was the later. Acetonitrile can be manufactured by 2 process:  1) As a byproduct in the manufacturing of Acrylonitrile. 2) By the reaction […]

Deepak Nitrite Ltd- Q4FY20 Analysis

Reading Time: < 1 minute As of today the total capacity are running at 70% capacity utilization. The management said that they are not facing any problem with respect to raw material or labor. The biggest challenge has been logistics but they are seeing normalization there.  During the quarter, the company lost revenue of ₹52 cr & EBITDA of 30 […]

CreditAccess Grameen Limited- Q4FY20 Analysis

Reading Time: < 1 minute According to the management, with the moratorium, reduction in any sort of discretionary expenses as well as most of the rural business activity starting 1st week of May 2020, the borrowers would be well placed to clear the dues. Also, most of the rural activities came under essential ones.  During the moratorium months of Apr-May, […]

GMM Pfaudler Ltd- Q4FY20 Analysis

Reading Time: 6 minutes Advertisements GMM Pfaudler Ltd had another subdued quarter mainly due to high capacity utilization and the loss of business due to lockdown impacting the entire supply-chain. I will explain more about the Q4Fy20 performance in the blog “GMM Pfaudler Ltd- Q4FY20 Analysis”. I also have written one more blog on the company :  GMM Pfaudler […]

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