Stocks to Watch: शेयर बाजार में जोरदार एक्शन देखने को मिल सकता है. इसमें चुनिंदा शेयर नतीजों और खबरों के दम पर हलचल करेंगे. इन शेयरों में RIL, BPCL, NTPC, IDFC first Bank, Dr Reddy, AU Small Finance, City union bank, M&M Finance, BEL और MGL, Gujarat gas शामिल हैं. 

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1.Reliance

Strong results from retail and oil & gas segment

Telecom segment inline

Revenues Up 12%, Profit Up 8.6%

MARGIN 17.7 % VS 18.4 %

Mixed brokerage reactions 

2.BPCL

Operationally better than estimate performance

MARGIN 12.5 % VS 14 % ( EST 9%)

Profit Rs 8501 cr v/s estimate of Rs 6370 cr

3.NTPC

Mixed results

MARGIN 25.8 % VS  22.3% (EST 25.3%)   

Profit Up 16.6% to Rs 3885 cr

Remember ~ Traders  / investors have been very bullish on power stocks in near pas so a mixed result may be taken bad

4.MGL and Gujarat gas

Mixed results

Good recovery in volumes but margin weak

MARGIN 30.5 % VS 34%

Revenues Up 2.2%, Profit Down 8.1%

Total Volumes Up 6% QoQ

Gujarat Gas   

कंपनी ने Rs 2.3/scm से इंडस्ट्रियल गैस की कीमतों में बढ़ोतरी की   

कीमत को बढ़ा के Rs 45.6/scm किया    

1 नवंबर 2023 से कीमत लागु  

5.BEL

Mixed results

Strong order book but execution still a concern

Order book as on 1st October, 2023 stood at Rs. 68728 cr

MARGIN 25 % VS 21.7 %

Revenues Up 1.2%

Profit Up 33%

6.M&M Finance

Weak results on all parameters

NIMs at 9 quarter low

NIM 6.5% v/s 6.8%

NII Up 9.6%, Profit Down 47.5% to Rs 235 cr

7.City union bank

As expected Results are weak

NIM 3.7% v/s 3.67%

NII Down 5.2%, Profit Up 1.5%

8.AU Small Finance

Results below expectations

Weak asset quality

NIM decline

NII Up 15.3%, Profit Up 16.3%

NIM 5.5% v/s 5.7%

GNPA 1.91% v/s 1.76%

9.IDFC first Bank

Mix Results, Good loan and deposit growth  ~ Brokerage raise targets 

Loan growth 26%, YoY ( Est 23%)  

Deposit growth 44%, YoY ( est 33%)  

NII Up 31.6%

Profit Up 35.2%

NIM 6.32% v/s 6.33%

Morgan Stanley on IDFC First Bank (CMP: 86.05)

Maintain Equalweight, Target raised to 90 from 80

10.Dr Reddy

Bachupally फैसिलिटी में USFDA ने रूटीन cGMP जांच पूरी की  

बचुपल्ली फैसिलिटी को फॉर्म 483 के साथ 10 आपत्तियां जारी  

USFDA ने 19-27 अक्टूबर 2023 के बीच जाँच की