Stocks in Focus on February 9: BPCL, NMDC, Torrent Pharmaceuticals, Camlin Fine Sciences to Life insurance stocks in Focus; here are the 5 Newsmakers of the Day
Domestic equity benchmarks ended the session with strong gains on Monday, February 8, 2021. The Sensex spurted 617.14 points to 51,348.77. The Nifty 50 index climbed 191.55 points to 15,115.80. The indices have surged about 10.9% in six consecutive sessions. But certain stocks came in news after the market was closed. These stocks can impact the indices when it reopens on Tuesday
Domestic equity benchmarks ended the session with strong gains on Monday, February 8, 2021. The S&P BSE Sensex spurted 617.14 points or 1.22% to 51,348.77. The Nifty 50 index climbed 191.55 points or 1.28% to 15,115.80. Both the indices attained record closing high levels. The indices have surged about 10.9% in six consecutive sessions. But certain stocks came in news after the market was closed. These stocks can impact the indices when it reopens on Tuesday, February 9, 2021. List of such five stocks:
Bharat Petroleum Corp Ltd (BPCL): The state-owned oil and gas company on Monday reported a 23.7% quarter-on-quarter rise in standalone profit at Rs 2,777.6 crore for the quarter ended December 31, 2020. It had reported a net profit of Rs 2,247.8 crore in the quarter ended September 31, 2020, of the same fiscal year. Analysts at Zee Business had earlier projected the profit at Rs 2020 crore for Q3FY21.
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Revenues from operations grew 33.1% to Rs 66,731.4 crore in the reported quarter against Rs 50,146.4 crore reported in the previous quarter. EBITDA stood at Rs 4,305.8 crore, up 11.8%, from Rs 3851.2 crore. The EBITDA margins fell to 6.5% in Q3FY21 against 7.7% reported in Q2FY21. The company has reported an exceptional loss of Rs 419.5 crore in the reported quarter against a loss of Rs 124.55 crore reported in the previous quarter. Besides, the board of the company has approved an interim dividend of Rs 16 per share.
Torrent Pharmaceuticals + NMDC + Balkrishna Industries
Torrent Pharmaceuticals: The Pharmaceutical company on Monday reported an 18% year-on-year rise in the consolidated profit at Rs 297 crore for the quarter ended December 31, 2020. It had posted a net profit of Rs 251 crore in the corresponding quarter of the last financial year. Consolidated revenue from operations grew 1.5% to Rs 1,995 crore against Rs 1,966 crore reported last year. EBITDA stood at Rs 607 crore, up 12%, from Rs 549 crore reported in Q3FY20. The margin grew to 30% in Q3FY21 against 27.5% posted in Q3FY20. The company has said, India revenues for the third quarter ended December 2020 was at Rs 930 crore, a growth of 7% against Rs 871 crore reported last year. Growth was driven by market recovery, continued momentum in chronic brands and a strong recovery in sub-chronic brands. US revenues stood at Rs 292 crore, down by 24 per cent, from Rs 381 crore reported last year. Sales were impacted by price erosion on base business and base impact of Sartan portfolio discontinuation. It added, Germany revenues grew 21% to Rs 265 crore in Q3FY21 against Rs 219 crore posted in Q3FY20. Brazil revenues at Rs 173 crore, down 8 per cent for the quarter under consideration from Rs 189 crore posted last year. Besides, the board of the company has announced an interim dividend of Rs 20 per equity share of Rs 5 fully paid up. As on December 31, 2020, 47 ANDAs were pending approval and 6 tentative approvals were received. 1 ANDA was filed during the quarter.
NMDC: The iron ore company on Monday reported a 53.3% year-on-year rise in consolidated profit at Rs 2,108.6 crore for the quarter ended December 31, 2020. It had reported a net profit of Rs 1,375 crore in the corresponding quarter last financial year. Analysts at Zee Business had earlier projected the profit at Rs 2,159 crore for Q3FY21. The consolidated revenue from operations grew by 44.9% to Rs 4,355.1 crore in the quarter under consideration from Rs 3,006.4 crore reported last year. EBITDA stood at Rs 2,766.8 crore, up 74%, from Rs 1,590.1 crore. The margin grew to 63.5% in Q3FY21 against 52.9% in Q3FY20. The company in a statement has said that Q3FY21 has been the best ever Turnover since inception. EBITDA / Ton Up 57.6% to Rs 2,980/ton against 1890/ton.
Balkrishna Industries: The tyre manufacturing company has reported a 46% year-on-year increase in consolidated profit at Rs 325 crore for the quarter ended December 31, 2020. It had posted a net profit of Rs 224 crore in the corresponding period of the last financial year. Consolidated revenues grew 32% to Rs 1,509 crore against Rs 1,155 crore reported last year. EBITDA stood at Rs 480 crore, up 39%, from Rs 346.5 crore. The margin grew to 31.6% in Q3FY21 against 29.9% reported in Q3FY20. Board has approved 3 new projects. It has also approved a CapEx plan of Rs 1,900 crore. Further, the Board of Directors has shelved the USA Project. Board of Directors has declared a 3rd Interim Dividend of Rs 5 per equity share.
Camlin Fine Sciences + Galaxy Surfactants + Gufic Bioscience + SPARC
Camlin Fine Sciences: The chemicals company on Monday reported a 5.1 times year-on-year rise in the consolidated profit at Rs 19.4 crore for the quarter ended December 31, 2020. It had reported a net profit of Rs 3.8 crore in the corresponding quarter last financial year. Consolidated revenue from operations grew 8.8% to Rs 297.9 crore in the reported quarter against Rs 273.9 crore posted last year. EBITDA stood at Rs 46.8 crore, up 59%, from Rs 29.4 crore. The margin grew to 15.7% in Q3FY21 against 10.7% reported last year.
Galaxy Surfactants: The Chemical manufacturing company has reported a 77.6% year-on-year rise in consolidated profit at Rs 85.2 crore for the quarter ended December 31, 2020. It had reported a net profit of Rs 48 crore in the same quarter last year. Consolidated revenue from operations grew 7.8% to Rs 674.7 crore in the reported quarter against Rs 625.9 crore posted last year. EBITDA stood at Rs 119.5 crore, up 45.6%, from Rs 82.1 crore posted last year. The margin grew to 17.7% in Q3FY21 against 13.1% reported in Q3FY20. The board of the company has approved a dividend of Rs 14 per share.
Gufic Biosciences: The pharmaceutical company has reported an 89% year-on-year rise in consolidated profit of Rs 13.2 crore for the quarter ended December 31, 2020. It had posted a net profit of Rs 7 crore in the corresponding quarter last year. Revenue from operations grew 47.8% to Rs 144.4 crore in the reported quarter against Rs 97.7 crore posted last year. EBITDA stood at Rs 24.5 crore, up 106%, from Rs 11.9 crore. The margin grew to 17% in Q3FY21 against 12.2% reported in Q3FY20.
Sun Pharma Advanced Research Company Ltd (SPARC): The pharma company has reported a year-on-year loss of Rs 67.6 crore for the period ended December 31, 2020, as against a net loss of Rs 55.5 crore reported in the corresponding quarter last year. Revenue grew by 12% to Rs 22 crore in the reported quarter against Rs 19.6 crore reported last year. Ebitda declined to Rs 63 against Rs 53.71 crore reported last year.
Balmer Lawrie + EID-Parry + Star Cement
Balmer Lawrie: The company has reported a 75.5% year-on-year decline in consolidated profit at Rs 7.9 crore for the quarter ended December 31, 2020. It has reported a net profit of Rs 32.2 crore in the corresponding quarter last year. Revenue from operations grew 3.6% to Rs 387.9 crore in the reported quarter against Rs 374.4 crore reported last year. EBITDA stood at Rs 23.8 crore, down 50%, from Rs 47.8 crore posted last year. The margin grew to 30% in Q3FY21 against 18.8% reported in Q3FY20.
EID-Parry: The company has reported a 32% year-on-year decline in consolidated profit at Rs 106.6 crore for the quarter ended December 31, 2020. It has reported a net profit of Rs 156.8 crore in the corresponding quarter last year. Revenue from operations grew 15.2% to Rs 4,701.2 crore against Rs 4,081.6 crore reported last year. EBITDA stood at Rs 535 crore, up 12.2%, from Rs 476.9 crore. The margin grew to 11.4% against 11.7% in Q3FY21 reported in Q3FY20. PAT boosted due to Exceptional Gain on Sale of 2% stake in Coromandel International. Performance during the quarter was impacted due to increase in Fair & Remunerative Price (FRP) without corresponding increase in the Minimum Selling Price (MSP) of Sugar and also due to the reduced sugar selling prices.
Star Cement: The cement maker has reported a 54.2% drop in standalone profit at Rs 21 crore for the quarter ended December 31, 2020. It had reported a net profit of Rs 45.9 crore in the corresponding quarter last year. Revenue fell 5.9% to Rs 403.8 crore against Rs 429.3 crore reported last year. EBITDA stood at Rs 65.2 crore, up 11.1%, from Rs 58.7 crore reported last year. The margin grew to 16.2% in Q3FY21 against 13.7% reported in Q3FY20.
Life insurance stocks in Focus: January Data
- ICICI Prudential New Business Premium increase of 18%.
- SBI Life New business Premium Increase 17.5%.
- HDFC Life New business Premium Increase 16.6%.
- Max Life New business premium Increase 15%.
- New premium of life insurance firms rises 3.7% to Rs 21,390 crore in January, Up 3.72%, from Rs 20,623.01 crore.
Bulk Deals
- NCC: Jyske Invest Fund Management bought 45.64 lakh shares (0.75%) at Rs 94.08 per share.
- Stove Kraft: Unifi Capital bought 1.81 lakh shares at Rs 428.5 per share.
- Apollo Tricoat Tubes: Promoter Saket Agarwal sold 1.86 lakh shares (0.61%) at Rs 915 per share.
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