Stocks in Focus on April 5: Hariom Pipe IPO, Bajaj Finance, Hindustan Zinc, Zomato, IndiGo and many more
Benchmark indices surged on Monday, April 4, 2022, supported by a rally in HDFC twins post-merger announcement.
Benchmark indices surged on Monday, April 4, 2022, supported by a rally in HDFC twins post-merger announcement. All the sectoral indices on the NSE ended in green. The S&P BSE Sensex added 1,335.05 points or 2.25% at 60,611.74. The Nifty 50 index gained 382.95 points or 2.17% at 18,053.40. Both the indices have risen about 3.5% in two consecutive sessions. But certain stocks came in the news after the market was closed. These stocks can impact the indices when it reopens on Tuesday, April 5, 2022. List of such Stocks:
Hariom Pipe Industries IPO: The Rs 130.05-crore initial public offering (IPO) of Hariom Pipe Industries closed with 3.44 times subscription on April 4, 2022, the fourth day of bidding. The portion set aside for qualified institutional buyers (QIBs) was subscribed 0.83 times and that of non-institutional investors (NIIs) was 1.93 times. The retail individual investors (RIIs) portion was subscribed 7.18 times. The issue will close today. The price band for the 85 lakhs share issue has been fixed at Rs 144-153 per share. Investors can bid for a minimum of 98 shares and in multiples of 98 shares thereafter.
Business Updates Q4FY22
Bajaj Finance: The company in its business update for the quarter ended March 31, 2022, said its new loans booked during the reported quarter stood at 6.3 MM, up 14.6%, as compared to 5.5 MM in Q4 FY21. New loans booked during FY22 were 24.7 MM, up 46.2%, as compared to 16.9 MM in FY21. Assets under management (AUM) stood at approximately Rs 1,97,500 crore as of March 31, 2022, as compared to Rs 1,52,947 crore as of March 31, 2021. Core AUM i.e. net of short-term IPO financing receivable of approximately Rs 5,400 crore as of March 31, 2022, was Rs 1,92,100 crore, a YoY growth of 26%. Core AUM addition in Q4 FY22 was approximately Rs 10,900 crore.
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Federal Bank Ltd: The private lender in its business update said its CASA deposits aggregated to Rs 67,132 crore as of March 31, 2022, a growth of 15.0% YoY over Rs 58,370 Crore as of March 31, 2021. CASA ratio reached 36.94% (FY22) from 33.81% (FY21). The bank’s total deposits aggregating to Rs 1,81,712 Crore, a growth of 5.3% over Rs 1,72,644 Crore as of March 31, 2021. The Bank’s gross advances grew by 9.5% to Rs 1,47,644 Crore from Rs 1,34,877 Crore as of March 31,2021.
IndusInd Bank Ltd: The private lender's net advances grew 13% YoY to Rs 2,39,307 crore as of March 31, 2022, as against Rs 2,12,595 crore posted as of March 31, 2021. Total deposits grew 15% YoY to Rs 2,93,685 crore as of March 31, 2022, as against Rs 2,56,205 crore posted last year. The bank's CASA ratio improved to 42.8% YoY in Q4FY22 as against 41.8% posted in Q4FY21.
AU Small Finance Bank: The private lender has reported its performance in the quarter ended March 31, 2022, and said, its total deposits stood at Rs 52,582 crore, up 46% YoY and 19% QoQ. The bank's CASA ratio grew to 37% in Q4FY22 as against 23% in Q4FY21 and 39% posted in Q3FY22. Loan AUM stood at Rs 47,843 crore, up 27% YoY as against Rs 37,712 crore and up 14% QoQ as against Rs 42,023 crore posted in Q3FY22. Gross Advances stood at Rs 46,801 crore, up 32% YoY as against Rs 35,356 crore and up 15% QoQ as against Rs 40,719 crore posted in Q3FY22. Its collection efficiency improved to 112% MoM in March 2022 as against 107% posted in February 2022. Collection efficiency is calculated with all money received during the month from borrowers (excluding foreclosure) as % of current billing for the month.
Hindustan Zinc Ltd.: The mining company has reported its production numbers for the fourth quarter ended March 31, 2022 (Q4FY22). The company said that mined metal production stood at 2,95,000 tonnes in Q4FY22, up 3% YoY, as against 2,88,000 tonnes posted in Q4FY21. Integrated saleable metal production stood at 2,60,000 tonnes in Q4FY22, up 2% YoY as against 2,56,000 tonnes. Silver integrated production stood at 162 tonnes in the reported quarter, down 20% YoY, as against 203 tonnes.
Vedanta Limited: The company in its production release for the fourth quarter ended March 31, 2022, said the cast metal aluminium production at its smelters increased 8% YoY to 5,72,000 tonnes.
MOIL: MOIL records best-ever high-grade production and sales of manganese ore in FY22. The company in its revised release said the total turnover of the company has been Rs 1,436 crore in FY 2021-22 (provisional) registering a growth of 22% in comparison to the previous year’s turnover of Rs 1,177 crore. MOIL has achieved production of 12.31 lakh MT in FY2021-22 as against 11.43 lakh MT last year, an increase of 8%. Total sales at 12.12 lakh MT are almost at the same level as the previous year of 12.18 lakh MT.
Stocks in News
Zomato: The Competition Commission of India has ordered a probe into the conduct of food aggregators Zomato and Swiggy, which are facing allegations such as delayed payment cycle, imposition of one-sided clauses and exorbitant commission. It is also alleged that these companies are using customers' data of the restaurant. These online food delivery firms are being investigated after complaints were filed by the restaurant body National Restaurants Association of India (NRAI), which represents over 50,000 restaurant operators across the country. The fair trade regulator has asked its director-general to conduct a detailed inquiry into the accusations and submit a report within 60 days. Zee Business had exclusively on February 21, 2022, reported that an investigation is going on Zomato.
Interglobe Aviation: Due to a technical snag, the Nagpur-Lucknow flight was forced to make an emergency landing on the origin again after take-off. DGCA has ordered a probe into the emergency landing of a company flight at Nagpur airport. Smoke was seen coming out of the aircraft. Besides, IndiGo announced on April 4, 2022, that it has appointed former IAS officer RK Singh as the principal adviser to the managing director of the budget carrier with immediate effect. As the principal adviser, RK Singh will be a part of IndiGo’s leadership team. In the past, RK Singh has served as joint secretary in the Ministry of Civil Aviation.
IDFC / Bandhan Bank: Deals to sell the mutual fund business of IDFC, reportedly, is in the final stages and Bandhan Bank is the frontrunner name among the interested parties. Deal size stands at Rs 4,500 crore.
Reliance Capital: The company has received 55 Expressions of Interest (EOIs) from interested parties under insolvency resolution. Prospective resolution applicant includes names like Adani Finserve, Bandhan Financial Holdings, Brookfield and Capri Global among others.
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