TCPL Packaging has a moat in cardboard packaging, especially for mobiles. The company posted 47% higher Q4 net profit of Rs. 18.51 cr. from Rs. 12.59 cr. in Q4FY21. The company is in an expansion mode. Buy for good returns.
Garware Hi Tech has proven its products prowess by competing with global brands in car films. Great results are an icing on the cake. The company’s net profit rose 32.74% to Rs 167.18 cr. on 31.71% rise in net sales to Rs 1302.63 cr. in FY22. Accumulate.
Dev Information Technology has bagged orders worth Rs 7 cr. The last mile impact with this upgradation activity will result in few government departments and citizens getting information processed effectively and quickly along with additional data security. It recently tied up with the Adani Group too. Buy.
Mishtann Foods Ltd. engaged in manufacturing and marketing of large variety of rice has bagged orders for its Mishtann brand salt from major retail stores be supplied from July 2022. The company has a stringent quality control practice and is on a growth path with several new plans. The stock is available at rock bottom prices.
Accuracy Shipping Ltd, a one stop solution for all Logistics requirements is expected to announce good Q4 & FY22 results at its board meeting on 30th May and also consider declaration of a final dividend. Good stock for your portfolio.
Vikas Lifecare’s fund-raising committee has approved the size of present tranche of QIB issue of up to Rs 50 cr. The balance of Rs 150 cr. will be raised through subsequent tranches. The floor price of the share is Rs 4.20.
Ucal Fuel Systems has notched 287% higher EPS of Rs 5.8 in Q4FY22 and 21% higher EPS of Rs 15.8 in FY22 as against an EPS of Rs 13.1 in FY21. This could take its FY23 EPS to Rs 22. Buy for a 30% gain.
Ador Fontech has notched 23% higher EPS of Rs 1.5 in Q4FY22 and 110% higher EPS of Rs 6.1 in FY22. The company has declared Rs 4/share as dividend and is expected to notch an EPS of Rs 7.5 to Rs 8 in FY23. Buy for a 30% gain.
The watch list of this market veteran includes APM Ind., Bhilwara Technical Textiles, Cinevista, Deepak Spinners, Indsil Hydro, Kinetic Engineering, Magna Electro, Patel Engineering, Polyspin Exports, Rajoo Engineers & TGV Saarc
Sasken Technologies provides product engineering and digital transformation services to global customers. The company has notched a higher EPS of Rs 18 in Q4FY22 and Rs 85 in FY22. Buy for 30% gain.
Suraj Products has notched 93% higher EPS of Rs 5.8 in Q3FY22 and 207% higher EPS of Rs 16.6 in 9MFY22 against an EPS of Rs 8 in FY21. This could take its FY22 EPS to over Rs 23. The share may appreciate by 30%.
Uflex Ltd., the market leader in flexible packaging is undergoing expansion and has notched 96% higher EPS of Rs 43.4 in Q3FY22 and 28% higher EPS of Rs 104 in 9MFY22 against EPS of Rs 117 in FY21. With a likely EPS of Rs 140 in FY22, the share may advance 40%. Buy.May 26, 2022
LG Balakrishnan & Bros, the No. 1 OEM supplier of Drive Chains with 70% market share and around 50% in the replacement market has achieved 32% higher EPS of Rs 20.2 in Q4FY22 and 144% higher EPS of Rs 78.2 in FY22 against FY21 EPS of Rs 42.5. Buy for a 25% gain.May 26, 2022
LIC Housing Finance, the largest provider of finance on existing property for business/ personal needs via its 284 offices has notched Q4 EPS of Rs 21 and FY22 EPS of Rs 43 backed by high loan demand. FY23 EPS could rise to Rs 55. Buy for a 20% gain.May 26, 2022
Nava Bharat Ventures has posted an EPS of Rs 8.56 in Q4FY22 and Rs 18 in FY22. It may notch consolidated EPS of Rs 35.7 in FY23. The company is in the process of selling its sugar plants. Buy for 25% gain.
Rajshree Sugar Chemicals, a BK Birla Group company, has turned the corner with a Q4 EPS of Rs 12.2 as compared to Rs.12.46 for FY 2021. Discerning investors can buy this share for 40% gain.
Electrosteel Casting, a 60 year old company in which Sree Kalahasti Pipes was merged last year has notched Q4 EPS of Rs 2.06 and Rs 5.8 in FY22 on an equity of Rs 59.5 crore. This could take FY23 EPS to Rs 8. Buy for 30% gain.
Control Print deals in industrial coding in which it has an almost monopoly business. It caters to FMCG and frozen food industry and has big edge over other players. The valuations too are attractive in view of the steady returns. Buy.
Welspun Corp has bagged an order of around Rs 5,000 crore for supply of pipes in US. This deal makes the largest order win in its history. In April the company had won a 26,000 MT order in North America. Buy.
Jubilant Foodworks is one of the top performing quick service restaurant (QSR) firms. It recently completed the acquisition of 49% stake from Golden Harvest QSR (Golden Harvest) in Jubilant Golden Harvest (JGH). Also, the company plans to expand its business by opening new stores. Buy.
Shyam Metalics and Energy presented sanguine results for FY22. With revenue from operations rising 65% to Rs. 10,394 crore and PAT at Rs. 2,600 crore (up by 87%) makes this company a perfect buy.
HAL recently posted excellent results for Q4FY22 with an EPS of Rs. 92.86 and Rs. 152 for the entire year. At an investor presentation, the company has guided for a much better year ahead. The share price has the potential to double in about 18 months. Buy.
Money Times has repeatedly recommended Gravita India in its columns. The results for FY22 translate into an EPS of 20.6 against Rs. 7.32 in FY21. This battery recycling company is gearing up for big expansions. Buy at every decline
SBI net profit for Q4FY22 surged 41%. It is one of the best-ever quarterly earnings which surged to Rs. 9,114 crore on record loan growth and lower provisioning. The chairman expects the momentum to continue. Add.
BOB posted a net profit of Rs. 1,779 crore in Q4FY22 against a loss of Rs. 1,047 crore in Q4FY21 on the back of lower provisions and improved loan off-take. The glorious past seems to be returning. Add.
UCO Bank logged a four-fold jump in Q4 net profit of Rs. 312 crore as contingencies were lower by 53%. For FY22, the bank’s net profit grew more than five times to Rs 930 crore from Rs 167 crore in FY21. The share may be retained.
On the rise in revenue by 54%, Hari Om Pipes recorded a 52% jump in net profit to Rs. 179 crore in Q4FY22, resulting in an EPS of Rs. 6.52. The yearly EPS stood at Rs 22.30 v/s Rs 14.68 last year. This company seems to have a great future. Buy.
UAE telecoms group has bought a 9.8% stake in Vodafone Idea for $4.4 billion. It looks like the company has apparently not lost steam. Risk bearing investors may enter with strict stop-loss limits.
KNR Constructions order book stands at Rs. 10,774 crore, giving ample visibility of future business prospects. The company is known to have good execution capabilities. The government too has decided to give a big thrust to the industry. Add.
IOC declared good results for Q4FY22 and FY22. A bonus issue in the ratio of 1:2 and a final dividend of Rs. 3.60 (taking the total to Rs. 12.60 for the full year) has been declared. The knee jerk in the markets provides good opportunity to add this share.
ONGC may soon raise its stake in Russian oil fields and considering the bidding for Shell’s 27.5% interest in Sakhalin II project and Exxon Mobil’s 30% stake in Sakhalin I. A big buy.
ITC’s profit jump by over 11% in Q4FY22 and has crossed the pre-pandemic mark. This is ample proof of the company recapturing its past glory. Add on every decline but only with a long-term approach.
JK Lakshmi Cement reported a healthy EPS of Rs. 15.61 in Q4FY22 v/s Rs. 12 in Q4FY21. The yearly figures of the company are also healthy. The rising demand for cement is also likely to result in higher prices and higher profitability. Add.
The Rupee is slipping against the US dollar. TCS is available at rock bottom prices and can be expected to take a big U turn soon. The share deserves to be accumulated
The precarious situation in the stock market has caused the LIC stock to fall sharply against its issue price. We advise investors to start accumulating in small lots and wait for an opportune time to make decent gains.
Bharat Forge expects good business from the Commercial Vehicles and Electric Vehicles to contribute significantly to its business and profitability. The future looks bright for long term investors.
NOCIL Q4 results point to double revenue and double EPS of Rs. 4.11 in Q4FY22 against Rs. 2.25 in FY21. This rubber specialty chemical manufacturer is set to reap the benefits of the ongoing geopolitical tensions during FY23. Buy.
Retail textile garment major Cantabil Retail India reported a fantastic EPS of Rs. 23.31 in FY22 v/s RS 5.92 in FY21. The share has the potential to rise by about 40% in the year. Accumulate.
Globalisation, diversification and innovation have helped Acrysil Ltd to report good earning in Q4FY22 and full year of FY 22 with its EPS jumping to Rs. 24.26 v/s Rs. 14.66 in FY21. Add.
NTPC posted 11.8% rise in Q4 consolidated net profit of Rs 5,199.5 cr. on a 22% rise in sales at Rs. 37,085 crore. Its total installed capacity has risen to 68,962 MW. A final dividend of Rs. 3 has been declared. A good long term bet around Rs. 149.
As per a market veteran, it’s time to focus on growth oriented companies. Invest 10-20% in phases in companies where you have faith in their products and co. managements. Good returns are likely by Diwali in selected growth oriented small caps and micro caps. In FY23, you can beat the Street only with smart stock selection because the markets are likely to remain volatile till 16 August
Polyspin Exports has earned a net profit of Rs 7.08 crore in 9MFY22 on a small equity of Rs 5 crore. Its Q4 results on 27th are likely to be better due to increased demand and higher margins. Buy.
Dividend paying APM Industries has reported net profit of Rs. 14.75 in FY22 against Rs. 4.79 crore in FY21, registering a jump of 208%. Ace investor Sangeetha holds 2.42% stake in the company. Buy for good dividend yield and quick returns
