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Petronet LNG (PETLNG)
Petronet LNG (PETLNG) CMP: | 242 Target: | 275 (14%) Target Period: 12 months HOLD February 14, 2021 Sales volume dips; margins drive profitability... Particulars Ss Petronet LNG reported a mixed set of Q3FY21 numbers. While sales volume Particu lar Am o u n t was below estimates, blended margins were ahead of expectations. Total Market Capitaliz ation (₹ Crore) 36,315.0 volumes were flattish YoY and down 7.5% QoQ to 235 tbtu due to lower Total Debt (FY 20) (₹ Crore) 3,440.2 regas volumes. Revenues were down 17.8% YoY to | 7328.2 crore (I-direct Cash and Investments (FY 20) ( ₹ Crore) 4,432.0 estimate: | 7591 crore). EBITDA was | 1335.3 crore, up 20.6% YoY, down EV (₹ Crore) 35,323.2 2% QoQ (our estimate: | 1215.4 crore). Blended margins were at 52 week H/L 285/171 ₹ | 63.2/mmbtu on account of inventory gains and higher margin on spot Equity capital ( Crore) 1,500.0 Face value (₹) 1 0.0 volumes (our estimate: | 54.8/mmbtu). PAT increased 30.1% YoY to | 878.5 s ss crore (our estimate: | 761.7 crore). On a QoQ basis, it dipped 5.3%. Update Result Key Highlights Higher spot LNG prices lead to dip in regas volumes QoQ Results were a mixed bag as Petronet LNG’s total volumes were below our estimates on account of lower blended margins were ahead of regasification volumes from Dahej terminal. Total sales volumes came in at estimates while regas volume 235 tbtu, compared to 233 tbtu in Q3FY20 (up 0.9% YoY) and 254 tbtu in were lower than expected Q2FY21 (down 7.5% QoQ). -
MAHANAGAR GAS LIMITED MAHANAGAR (GAIL, Govt
MAHANAGAR GAS LIMITED MAHANAGAR (GAIL, Govt. of Maharashtra & BGAPH Enterprise) GAS Ref: MGL/CS/SE/2018/160 Date: July 10, 2018 To, Head, Listing Compliance Department Head, Listing Compliance Department BSE Limited National Stock Exchange of India Ltd P. J. Towers, Exchange Plaza, Bandra —Kuria Complex, Dalai Street, Bandra (East), Mumbai - 400 001 Mumbai - 400051 Scrip Code/Symbol: 539957; MGL Script Symbol: MGL Sub: Regulation 30 of SEBI (LODR) Regulations, 2015 — Investors Presentation. Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith an Investors Presentation. You are requested to take the above information on your records and disseminate the same on your website. Thanking you, Yours sincerely, For Mahanagar Gas Limited 1 ,6 Alok Mishra Company Secretary and Compliance Officer Encl. : As above Regd. Office: MGL House, Block G-33, Bandra - Kuria Complex, Bandra (East), Mumbai - 400 051.1 T +91 22 6678 5000 F +91 22 2654 0092 I E [email protected] I W www.mahanagargas.com CIN No. L40200MH1995PLC088133 I An ISO 9001, 14001 & OHSAS 18001 Certified Company PRESENTATION TO INVESTORS MGL : An Introduction 2 One of the largest CGD Companies in India Attractive Sole authorized distributor of CNG and PNG in Mumbai, its Adjoining Areas and Raigad Market with more than 23 year track record in Mumbai (1) Low-Cost Gas Cost-effective availability of domestic natural gas with sourcing flexibility Availability Strong CNG supplied to over 0.61 mn vehicles and PNG to approximately 1.03 mn domestic Customer households(2) Base Infrastructure Over 5,042 kms of pipeline(2) with infrastructure exclusivity(3) and 223 CNG filling stations(2) Exclusivity Commitment Safety management systems to seek to ensure safe, reliable and uninterrupted distribution to Health and of gas Safety Robust Revenue CAGR (FY13-18): 10.2% Return on Net Worth (FY17): 19.1% Financial Total cash balance of INR 8.1bn(4,5) Performance Net worth of INR 21.0 bn(5) BG Asia Pacific Holding Pte. -
SAP HANA® Services Products
® SAP HANA Services A research report U.S. 2018 comparing provider strengths, challenges and competitive differentiators Quadrant Report Customized report courtesy of: June 2018 Note: Only use before TOC ISG Provider Lens™ Quadrant Report | June 2018 Section Name About this Report Information Services Group, Inc. is solely responsible for the content of this report. ISG Provider Lens™ delivers leading-edge and actionable research studies, reports and consulting services focused on technology and service providers’ strengths and Unless otherwise cited, all content, including illustrations, research, conclusions, weaknesses and how they are positioned relative to their peers in the market. These assertions and positions contained in this report were developed by and are the sole reports provide influential insights accessed by our large pool of advisors who are property of Information Services Group, Inc. actively advising outsourcing deals as well as large numbers of ISG enterprise clients who are potential outsourcers. This report includes research from the ISG Provider Lens™ program, ongoing ISG Research programs, interviews with ISG advisors, briefings with services providers For more information, please email [email protected], call +1.203.454.3900, and analysis of publicly available market information from multiple sources. The data or visit ISG Provider Lens™. collected for this report represents information that was current as of April 20th, 2018. ISG recognizes that mergers and acquisitions may have taken place since that time; those changes are not reflected in this report. The lead author for this report is Douglas Pollei. The report was edited by Jan Erik Aase and John Burnell. The primary researchers were Shashank Rajmane ISG Research™ provides subscription research, advisory consulting and executive and Bhanwar Chauhan. -
Nominee List
NOMINEE LIST Best financial reporting (large cap) Cipla Hindalco Industries Hindustan Unilever Infosys Kotak Mahindra Bank Mahindra & Mahindra Piramal Enterprises Tata Steel Vedanta Best financial reporting (small to mid-cap) CEAT Everest Industries Hikal Hindustan Foods IIFL Holdings KEC International Minda Industries Raymond The Phoenix Mills Zensar Technologies Best investor meetings (large cap) Bharti Airtel Hindustan Unilever Infosys Lupin Mahindra & Mahindra Piramal Enterprises Best investor meetings (mid-cap) Balkrishna Industries IIFL Holdings Mindtree RPG Group Sterlite Technologies The Phoenix Mills NOMINEE LIST Best investor meetings (small cap) Amber Enterprises India Equitas Holdings Greenlam Industries Music Broadcast Navin Fluorine International NOCIL Raymond Zensar Technologies Best investor relations officer (large cap) Bharti Airtel Komal Sharan Bharti Airtel Aparna Vyas Garg Bharti Infratel Surabhi Chandna Cipla Naveen Bansal HDFC Conrad D'Souza Hindustan Unilever Suman Hegde Infosys Sandeep Mahindroo Kotak Mahindra Bank Nimesh Kampani Lupin Arvind Bothra Best investor relations officer (small to mid-cap) CEAT Pulkit Bhandari Jindal Steel & Power Nishant Baranwal Motilal Oswal Financial Services Rakesh Shinde PNB Housing Finance Deepika Gupta Padhi Raymond J Mukund RPG Group Pulkit Bhandari Schneider Electric Infrastructure Vineet Jain The Phoenix Mills Varun Parwal NOMINEE LIST Best investor relations team (large cap) Bharti Airtel Cipla Hindustan Unilever Infosys Kotak Mahindra Bank Larsen & Toubro Infotech Power -
NIFTY Midcap
February 28, 2018 The NIFTY Free Float Midcap 100 Index is designed to capture the movement of the midcap segment of the market. The NIFTY Free Float Midcap 100 Index comprises 100 tradable stocks listed on the National Stock Exchange (NSE). NIFTY Free Float Midcap 100 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base market capitalization value. NIFTY Free Float Midcap 100 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products. Index Variant: NIFTY Free Float Midcap 100 Total Returns Index. Portfolio Characteristics Statistics Since Methodology Free Float Market Capitalization QTD YTD 1 Year 5 Years Inception No. of Constituents 100 Returns (%) # -6.95 -6.95 19.32 21.13 21.70 Launch Date July 18, 2005 Since Base Date January 01, 2003 1 Year 5 Years Inception Base Value 1000 Std. Deviation * 14.40 17.13 22.66 Calculation Frequency Online Daily Beta (NIFTY 50) 1.16 0.96 0.84 Index Rebalancing Semi-Annually Correlation (NIFTY 50) 0.76 0.82 0.85 Sector Representation Fundamentals Sector Weight(%) P/E P/B Dividend Yield 47.29 2.79 0.91 FINANCIAL SERVICES 19.97 CONSUMER GOODS 13.14 Top constituents by weightage PHARMA 9.80 INDUSTRIAL MANUFACTURING 6.73 Company’s Name Weight(%) SERVICES 6.68 RBL Bank Ltd. 2.19 ENERGY 6.56 Container Corporation of India Ltd. 1.91 AUTOMOBILE 6.55 IT 6.23 Voltas Ltd. -
Indian Energy Exchange Ltd. August 13, 2018
Indian Energy Exchange Ltd. August 13, 2018 Analyst: Abhilasha Satale (022) 67141435 Q1FY19 Result Update@ Dalal&Broacha BUY Q1FY19 performance in-line with estimates Current Price 1640 - Target Price 2025 Sales improved 22.4%yoy to Rs670mn. Total volume increased by 22%yoy to 14.43BU. This was driven by increase in procurement by distribution companies. DAM volumes Upside 23% increased 19% yoy, TAM volumes increased 214% yoy. 52 Week Range 1405/1689 - Contribution from Discoms to total volumes increased from 60% to 83% and the same from open access has gone down from 40% to 17%. Increase in MCP by 50% yoy to Key Share Data Rs4.13 p.u. and increase in cross subsidy charge has deterred open access volumes. REC volumes increased by 341% yoy to 20.1lacs. Market Cap (Rs.bn) 49.74 -Subscription revenue has gone down during the quarter as 400 clients deactivated from the exchange platform. Management expects subscription revenue to increase when Market Cap (US$ bn) 0.76 MCP on exchange falls. No of o/s shares (mn) 30.3 - EBITDA increased 25% yoy. On account of higher trade volume and reduction in Face Value 10 technology cost due to acquisition of trading software technology. EBITDA margin at 83% Monthly Avg. vs 77%. - Depreciation increased by 76% yoy. On account of capital expenditures incurred during Vol(BSE+NSE) Nos FY 2017-18, mainly, on acquisition of 63Moons trading software technology. (‘000) -Tax rate has gone down from 35% to 29% yoy improving PAT by 34% yoy. BSE Code 2130 NSE Code IEX Other highlights Bloomberg IEX IN Short term market remained 10%, while exchanges gained market share: Short term transactions increased 1.5% yoy. -
Notice of 23Rd
MAHANAGAR GAS LIMITED MUMBAI Regd. Off.: MGL House, Block No: G-33, Bandra-Kurla Complex, Bandra (E), Mumbai -400051 CIN: L40200MH1995PLC088133 | Tel No. +91 22 6678 5000 | Fax: +91 22 2652 8925 Website: www.mahanagargas.com | E-mail: [email protected] To, SPECIAL BUSINESS: The Members 5. Ratification of Cost Auditor’s remuneration. NOTICE is hereby given that the Twenty-Third Annual General Meeting (AGM) of the Members of MAHANAGAR GAS LIMITED will To consider and if thought fit, to pass, with or without be held on Monday, September 17, 2018 at 11.00 a.m. at “IES Manik modification(s), the following Resolutions as an Sabhagriha” Auditorium, Vishwakarma M.D. Lotlikar Vidya Sankul, Ordinary Resolution: Opp. Lilavati Hospital, Bandra Reclamation, Bandra (West), Mumbai “RESOLVED THAT pursuant to the provisions of the Section 148 400 050, to transact the following business: and other applicable provisions, if any, of the Companies Act, 2013 (including any statutory modifications and re-enactments ORDINARY BUSINESS: thereof for the time being in force) and the Companies (Cost Audit and Records) Rules, 2014, as amended from time to 1. To consider and adopt the Audited Financial Statements time, the remuneration of H3,15,000/- (Travelling and Out of the Company for the financial year ended March 31, 2018, of Pocket expenses to be paid on actual basis) plus taxes as together with the Reports of the Board of Directors and applicable incurred in connection with the audit, payable Auditors thereon. to M/s. Dhananjay V. Joshi & Associates, Cost Accountants 2. To confirm the payment of Interim Dividend of H8.00 per (Registration No. -
Voltas Limited and Arçelik A.S. Join Forces in India Joint Venture Company to Be Established to Tap India’S Growing Consumer Durables Market
Voltas Limited and Arçelik A.S. join forces in India Joint Venture Company to be established to tap India’s growing consumer durables market Mumbai (India), May 23, 2017 Voltas Limited -- A Tata Enterprise, and Ardutch B.V. (a subsidiary of Arçelik A.S.; part of the Koç Group – Turkey’s largest industrial and services group), have agreed to establish a Joint Venture Company (JVC) in India, to enter the consumer durables market in the country. The new company to be incorporated in India will be an equal partnership joint venture. The proposed JVC will leverage the strong brand presence and wide sales and distribution network of Voltas, which is the market leader for residential air-conditioners in India, with over 20% market share. Arçelik will bring to the JVC its strong R&D and manufacturing prowess, in addition to a wide product range and global sourcing capabilities. Beko, the global brand of Arçelik A. Ş., has been the fastest growing home appliances brand of Europe for the past 7 years. The brand is the market leader in UK and the #1 freestanding white goods brand of Europe. The complementary strengths of the two partners will help build a sustainable consumer durables business in India. The proposed JVC will launch refrigerators, washing machines, microwaves and other white goods / domestic appliances in India. A manufacturing facility will be set up in the country, and the JVC will also source products from Arçelik’s global manufacturing facilities and vendor base. The Consumer Durables market in India is slated to grow by 10%-12% per annum and reach US$ 12 billion by 2027. -
Extract of Annual Return As on the Financial Year Ended on March 31
Integrated Annual Report 2018-19 Annexure 8 to Board’s Report Form No. MGT-9 Extract of Annual Return as on the financial year ended on March 31, 2019 ReportIntegrated [Pursuant to Section 92(3) of the Companies Act, 2013 and Rule 12(1) of the Companies (Management and Administration) Rules, 2014] I. Registration and Other Details i) CIN L24239MH1939PLC002893 ii) Registration Date January 23, 1939 iii) Name of the Company TATA CHEMICALS LIMITED iv) Category / Sub-Category of the Company Public Company/ Limited by shares v) Address of the Registered Office and contact details Bombay House 24, Homi Mody Street, Fort, Mumbai – 400 001 Telephone: + 91 22 6665 8282 Fax: +91 22 6665 8144 email: [email protected] website: www.tatachemicals.com vi) Whether listed company Yes vii) Name, Address and Contact details of Registrar & M/s.TSR Darashaw Limited Statutory Reports > Share Transfer Agents (RTA) Unit: Tata Chemicals Limited 6 – 10 Haji Moosa Patrawala Industrial Estate 20 Dr. E Moses Road Near Famous Studio Mahalaxmi, Mumbai – 400 011 Telephone: +91 22 6656 8484 Fax: +91 22 6656 8494 Report Board‘s email: [email protected] website: www.tsrdarashaw.com II. Principal Business Activities of the Company All the business activities contributing 10% or more of the total As per Annexure A turnover of the company shall be stated III. Particulars of Holding, Subsidiary and Associate Companies As per Annexure B IV. Shareholding Pattern (Equity Share Capital Breakup as Percentage of Total Equity) i) Category-wise Shareholding ii) Shareholding of Promoters iii) Change in Promoters’ Shareholding As per Annexure C (please specify, if there is no change) iv) Shareholding Pattern of top ten Shareholders (other than Financial Statements Financial Directors, Promoters and Holders of GDRs and ADRs) v) Shareholding of Directors and Key Managerial Personnel V. -
Information Access for ALL
Information Access FOR ALL NCPEDP~ PHASIS UNIVERSAL DESIGN AWARDS 2016 The NCPEDP-Mphasis Universal Design Awards logo stands for the spirit of Freedom and Celebration. The person with disability appears to be throwing her/ his arms up in the air in celebration of the Awards and the hope they bring to so many. The dynamic oval form gives an illusion of constant motion suggesting that people can achieve whatever they want, regardless of the odds stacked against them. The orange colour further enhances this optimism of the new universal and inclusive world. The NCPEDP-Mphasis Universal Design Awards Conservative estimates put the population Persons with Disabilities She/ he may also be an individual who is of people with disabilities in India at 70- Awards in this category are given to involved in the cause independent of any 100 million. Only a minuscule percentage people with disabilities who have organisational support and has achieved of this population can be seen in the created an impact in accessibility and significant success in the core objective mainstream. The core reason for this is the Universal Design in any of the areas of gaining accessibility for people with basic lack of access. Accessibility not only such as built environment, transport disabilities. means access to physical spaces but also infrastructure, service provision, means access to information, technology, information and communication Companies/ Organisations transport, services, aids and appliances, technology (ICT), universally Awards in this category will be given to etc. Access, therefore, is an issue that cuts designed consumer products, those companies or organisations who across disabilities and sectors and forms mobility & independent living aids, have taken up the cause of accessibility the very basis of empowerment of people or assistive technology in their and Universal Design in any of the areas with disabilities. -
Annual Report 2018-19 80Th Year Contents
Accelerating focussed growth Integrated Annual Report 2018-19 80th Year Contents Integrated Report Deep innovation expertise to harness the 01-57 best of science and serve the society. 01 Company Overview A passion to consistently push beyond 06 Our Diversified Science Led Portfolio 08 Performance Highlights for FY 2018-19 existing limits and rise above. 10 Board of Directors Combine innovation and passion with scale 12 Management Team and accelerated growth happens. 13 MD & CEO's Message 14 Integrated Value Chain This is how Tata Chemicals has emerged to be one of the world’s most reputed brands, revolutionising the 16 Business Model Explaining the Interlinkage of Capitals industry segments it has operated in its 18 Our Formula for Accelerating 80-year journey. Focussed Growth As we continue to nurture our inherent strengths, 21 Managing Risks, Maximising Returns we are undertaking many initiatives to accelerate our 24 Listening to and Engaging growth in focussed areas. with the Stakeholders 25 Addressing Material Issues Our multi-pronged strategy of customer-centric 26 Basic Chemistry Business product development and expansion into white spaces in our Consumer Products Business and capacity 32 Consumer Products Business augmentation programmes in our Specialty Products 38 Specialty Chemicals Business Business has laid a strong foundation for growth. 45 Intensifying Focus on Health & Safety Aligning our organisational structure and strategies 46 Innovating for a Better World with the revised segment reporting and the exit from 48 Growing Together non-core businesses has simplified our portfolio and are 50 Our Commitment to driving stronger synergies. Strong innovation drive is Sustainable Growth enabling us to tap the emerging areas and 53 Corporate Social Responsibility nurture the newly-seeded portfolio. -
Portfolio Holdings Listing Fidelity Emerging Asia Fund As of June 30
Portfolio Holdings Listing Fidelity Emerging Asia Fund DUMMY as of July 30, 2021 The portfolio holdings listing (listing) provides information on a fund’s investments as of the date indicated. Top 10 holdings information (top 10 holdings) is also provided for certain equity and high income funds. The listing and top 10 holdings are not part of a fund’s annual/semiannual report or Form N-Q and have not been audited. The information provided in this listing and top 10 holdings may differ from a fund’s holdings disclosed in its annual/semiannual report and Form N-Q as follows, where applicable: With certain exceptions, the listing and top 10 holdings provide information on the direct holdings of a fund as well as a fund’s pro rata share of any securities and other investments held indirectly through investment in underlying non- money market Fidelity Central Funds. A fund’s pro rata share of the underlying holdings of any investment in high income and floating rate central funds is provided at a fund’s fiscal quarter end. For certain funds, direct holdings in high income or convertible securities are presented at a fund’s fiscal quarter end and are presented collectively for other periods. For the annual/semiannual report, a fund’s investments include trades executed through the end of the last business day of the period. This listing and the top 10 holdings include trades executed through the end of the prior business day. The listing includes any investment in derivative instruments, and excludes the value of any cash collateral held for securities on loan and a fund’s net other assets.