Stock market essentials for August 3: Adani Power, Vodafone Idea, Godrej Consumer to declare Q1 results today

Blue Dart Express reappoints Balfour Manuel as Managing Director for another term of five years; Jio Platforms partners with Subex HyperSense AI to augment its 5G product line.
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Results on Aug 3
Nifty
None
Others
FirstSource Solution
Prism Cement
First Source
Aditya Birla Capital Ltd
Godrej Consumer Products
BSE
Tata Coffee
Lupin Ltd
Chambal Fertiliser & Chemicals
Birlasoft
Adani Power Ltd
Inox Leisure
Adani Wilmar Ltd
KEC International Ltd/India
Adani Transmission Ltd
Vodafone Idea
PI Industries
Gujarat Pipavav Port Ltd
Gulf Oil Lubricants
Redington India Ltd
Interglobe Aviation
UFO Moviez
Paras Defence
AGM's on August 3, 2022:
Firstsource Solutions
Karur Vysya Bank
TTK Healthcare
Deepak Nitrite
BASF India
Prataap Snacks
Birlasoft
Lupin
GCPL
Other Corporate Events
Maruti- goes ex-dividend- Div Rs 60/sh
FII/DII Data:
FIIs net bought worth Rs. 825.18 cr of shares on Aug 2 (prov)
DIIs net bought worth Rs 117.79 cr of shares on Aug 2
Turnover (in ` cr)
BSE Cash: 4,680.56
NSE Cash: 62,147.32
F&O: 1,12,98,631.88
FII F&O Cash Data:
Index futures net sell Rs 2727 cr
Index options net buy Rs 5344cr
Stock futures net buy Rs 74 cr
Stock options net sell Rs 176 cr
Bulk/Block Deal:
BSE:
HCL Tech
VAMA SUNDARI INVESTMENTS (DELHI) bought 41.3lk shares @ 950
KIRAN NADAR MUSEUM OF ART sold 41.3lk shares @ 950
NSE:
Nothing significant
RESULT Q1FY23:
Thermax (Consolidated, YoY)
Revenue at Rs. 1654 cr vs Rs. 1052 cr, up 57.2%
Net Profit at Rs. 59 cr vs Rs. 42 cr, up 40.5%
EBITDA at Rs. 96 cr vs Rs. 63.1 cr, up 52.1%
EBITDA % at 5.8% vs 6%
ION Exchange (India) (Consolidated, YoY)
Revenue at Rs. 382 cr vs Rs. 314 cr, up 21.7%
Net Profit at Rs. 27 cr vs Rs. 23 cr, up 17.4%
EBITDA at Rs. 116.9 cr vs Rs. 123.5 cr, down -5.3%
EBITDA % at 30.6% vs 39.3%
Siemens
Rev from ops 3865 cr; up 51% YoY
PAT 296 cr; up 85% YoY
New Orders from continuing operations stood at Rs. 4,992 crore, registering a 20% increase YoY
The Company’s Order Backlog from continuing operations stands at an all-time high at Rs. 17,856 crore.
Co says- "While we are currently not experiencing a slowing down in Public and Private Capex spending, we are concerned about global headwinds impacting demand which could result in a slowdown in Capex spending"
Dodhla Dairy
Rev from ops 717 cr vs 512 cr YoY (up 40% YoY) vs 590 cr QoQ
PAT 25 cr vs 36 cr YoY vs 40 cr QoQ
EBITDA was at ₹ 44 cr in Q1FY23 as compared to ₹ 50 cr YoY
Co says "“The rise in procurement costs and fuel prices has kept the profitability under check during Q1FY23. However, we are confident that with the recovery in demand during the coming quarters coupled with an expected softness in the procurement cost as we enter a flush season of milk procurement, the profitability will improve in the foreseeable future"
Indus Towers
Consolidated Revenues for the quarter at Rs. 6,897 Crore vs 6797 cr, up 1% Y-o-Y
Consolidated EBITDA for the quarter at Rs. 2,322 Crore vc 3529, down 34% Y-o-Y
Consolidated Profit after Tax for the quarter at Rs. 477 Crore vs 1415 cr, down 66% Y-o-Y
Impact to profitability on account of prudent accounting practice to reflect stress on receivables from one of the major customers
Total Tower base of 186,474 with closing sharing factor of 1.80
JM Financial (Consolidated, YoY)
NII at Rs 202cr vs Rs 171cr, up 18%
Net Profit at Rs. 198 cr vs Rs. 274 cr, down -27.7%
Total Revenue at Rs 805cr vs Rs 992cr, down 19%
Geojit Financial Services ( Consolidated, YoY)
Net Profit at Rs. 22 cr vs Rs. 38 cr, down -42.1%
Revenue at Rs. 101 cr vs Rs. 121 cr, down -16.5%
Shyam Metalics and Energy (Consolidated, YoY)
EBITDA Margin 19.5% vs 28.2%
Revenue at Rs. 3223 cr vs Rs. 2465 cr, up 30.8%
Net Profit at Rs. 414 cr vs Rs. 458 cr, down -9.6%
Reported EBITDA at Rs. 628 cr vs Rs. 695 cr, down -9.6%
Declared an Interim Dividend for the financial year 2022-23 of Rs. 1.80/sh
Prakash Industries (YoY)
Revenue at Rs. 895 cr vs Rs. 1030 cr, down -13.1%
Net Profit at Rs. 43 cr vs Rs. 41 cr, up 4.9%
Sheela Foam (Consolidated, YoY)
Revenue at Rs. 729 cr vs Rs. 551 cr, up 32.3%
Net Profit at Rs. 42 cr vs Rs. 25 cr, up 68%
EBITDA at Rs. 66.2 cr vs Rs. 37.8 cr, up 75.1%
EBITDA Margin at 9.08% vs 6.86%
Walchandnagar Industries ( YoY)
Net Loss at Rs 16cr vs Rs 22cr
Revenue at Rs. 65 cr vs Rs. 51 cr, up 27.5%
Vaibhav Global (Consolidated, YoY)
Revenue at Rs. 628 cr vs Rs. 682 cr, down -7.9%
Net Profit at Rs. 19.6 cr vs Rs. 98.7 cr, down -80.1%
EBITDA at Rs. 41.9 cr vs Rs. 91.6 cr, down -54.3%
EBITDA % at 7% vs 13.43%
Adani Green (Consolidated, YoY)
Rev from ops `1635cr vs `977cr, up 67%
PAT at `214cr vs `219cr, dpwn 2%
Operational Capacity increases by 65% YoY to 5,800 MW
Sale of energy increases by 73% YoY to 3,550 mn units
Revenue from Power Supply increases by 57% YoY to Rs. 1,328 cr
Schneider Electric (YoY)
Revenue at Rs. 371 cr vs Rs. 288 cr, up 28.8%
Net Profit at Rs. 26.5 cr vs Loss Rs. 16cr
Lemon Tree Hotels (Consolidated, YoY)
Revenue at Rs. 192 cr vs Rs. 42 cr, up 357.1%
Net Profit at Rs. 13.5 cr vs Loss Rs. 60 cr
Zee Learn (Consolidated, YoY)
Revenue at Rs. 86 cr vs Rs. 65 cr, up 32.3%
Net Loss at Rs. 0.4 cr vs Rs. 1.3 cr
RPG Lifesciences ( YoY)
Revenue at Rs. 129 cr vs Rs. 108 cr, up 19.4%
Net Profit at Rs. 18.2 cr vs Rs. 13.6 cr, up 33.8%
BOSCH India (Consolidated, YoY)
Revenue at Rs. 3544 cr vs Rs. 2443 cr, up 45.1%
Net Profit at Rs. 334 cr vs Rs. 259 cr, up 29%
EBITDA at Rs. 449.6 cr vs Rs. 306.2 cr, up 46.8%
EBITDA Margin at 12.69% vs 12.53%
Voltas ( Consolidated, YoY)
Revenue at Rs. 2741 cr vs Rs. 1766 cr, up 55.2%
Net Profit at Rs. 109 cr vs Rs. 122 cr, down -10.7%
EBITDA at Rs. 149 cr vs Rs. 117.1 cr, up 27.2%
EBITDA Margin at 5.44% vs 6.63%
GATI (Consolidated, YoY)
Revenue at Rs. 431 cr vs Rs. 299 cr, up 44.1%
Net Profit at Rs. 6.6 cr vs Loss Rs. 25 cr
Star Cement (Consolidated, YoY)
Revenue at Rs. 666 cr vs Rs. 511 cr, up 30.3%
Net Profit at Rs. 67.5 cr vs Rs. 68 cr, down -0.7%
Deepak Nitrite (Consolidated, YoY)
Revenue at Rs. 2057 cr vs Rs. 1526 cr, up 34.8%
Net Profit at Rs. 234 cr vs Rs. 302 cr, down -22.5%
EBITDA at Rs. 356 cr vs Rs. 451 cr, down -21.1%
EBITDA Margin at 17.31% vs 29.55%
Ruchi Infra (Consolidated, YoY)
Revenue at Rs. 17.6 cr vs Rs. 17.2 cr, up 2.3%
Net Profit at Rs. 3.3 cr vs Rs. 1.6 cr, up 106.3%
Others Stocks in News:
Blue Dart Express
Re-appointment of Balfour Manuel as Managing Director for another term of five years
BEML
MCA approved scheme of Arrangement for Demerger of Non-core Assets between BEML (Demerged Company) and BEML Land Assets
HDFC Ltd / HDFC Bank
Change in control of HDFC AMC gets in-principal nod
Also, received in-principal approval for change in control of HDFC Capital Advisors Ltd
Subex
Jio Platforms partners with Subex HyperSense AI to augment its 5G product line
Kernex Microsystem
Integral Coach Factory, Chennai has awarded an order worth Rs. 26.74 cr for Supply, Installation and Commissioning of Train Collision Avoidance System
Voltas
Consideration for transfer of of domestic B2B businesses worth Rs 1190cr
Allcargo Logistics
Board agreed to provide in-principle approval to explore appropriate options for restructuring businesses of Gati Limited, Gati-Kintetsu Express Private Limited and Contract Logistics Business Division of the Company, to align with long-term strategic objectives.
Also accorded approval to undertake discussions KWE Kintetsu Express (India) , KWE¬Kintetsu World Express (S) PTE Ltd
Oil India
Ranjit Rath has been appointed as Managing Director of the company w.e.f. 02-Aug-2022
JM Financial
Approved partial modification in the Scheme of Arrangement to include the merger of JM Financial Capital Limited into JM Financial Services Limited.
Alert: JM Financial Services Limited is a wholly owned subsidiary (the “WOS”) of the Company and JM Financial Capital Limited is a WOS of JM Financial Services Limited.
Medicanmen Biotech
EGM to be held on Aug 26 to consider issue of shares on preferencial basis
First Source Solutions Ltd
N&R Committee approved grant of 1,385,000 stock options (each option exercisable into one equity share) to the eligible employees of the Company and its subsidiaries
OnMobile Global
Announced the appointment of Nir Efrat as the Chief Executive Officer of ONMO Inc, its direct-toconsumer social esports mobile gaming company, effective August 2, 2022. Vaibhav Global
Other News
India CCI clears Reliance strategic buying 50.1% of Sanmina -SCI: Agencies : Agencies
CCI approves acquisition of stake in IDFC AMC Ltd and IDFC AMC Trustee Company Ltd by Bandhan Financial Holdings Limited, ChrysCapital and GIC
CCI approves Composite Scheme of Arrangement and Amalgamation between Shriram Group Companies
Zomato Block Deal Total block size of $373 mn at lower-end; BofA sole book runner
Undisclosed seller puts 7.8% of Zomato shares on block
Block deal price range at `48-54/sh, discount of 2.8-13.6% to CMP
Total 61 cr Zomato shares on the block
End of Article