Results Update !!!

Ambika Cotton

Steady Results. This does not need constant monitoring.

Associated Stones

Very good set of numbers. The growth in bottomline is very commendable as it has come despite substantial increase in the finance cost. Consolidated income is not too different which suggests that the operations on the UAE subsidiary is yet to pickup.

Garware-Wall Ropes

Excellent set of numbers by the company. The below link summarizes it quite well.

Sahyadri Industries

Overall decent results. With cash profits rising, its always a good sign along with slight bit of increase in promoter holding.

Click to access C4F48803_378E_4C64_A8C5_14030D432F14_203034.pdf

Gujarat Themis

Average set of number if there was expectations from lupin deals, but overall a profitable growth continues.

God Bless !!!

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133 Responses to Results Update !!!

  1. pavans13 says:

    Thanks for the update. πŸ™‚

  2. Manoj says:

    Hi Ace,

    Wanted to know your views on Zicom Electronic Security.

  3. Akshay says:

    Thanks for the update.

  4. anujpress24 says:


    what abt Gujarat Themis ..results came in today…


  5. Harsh says:

    Dear Ace sir,
    DO you expect the real estate sector to slow down..What are your views on the sector

    • definitely a big possibility…but it should not be a blanket crash….

      • anujpress24 says:

        Ace in that case can it be risk for Tirupati Sarjan also…as I am holding some..pls give ur view …thanks

        • do you think tirupati is a realty company?

          • anujpress24 says:

            Yes as per my understanding it is a real estate company which is into affordable housing construction business & Commercial real estate and also it also does civil work for govt through tenders …Pls correct me if wrong..

            Currently the real estate demand is low as the prices has topped as there was real estate boom in 2008-2012 period…there is huge inventory now(supply) but less demand.
            So in next 1-2 yrs the real estate company will have to bring down the price of the houses they are selling. MY understanding ..pls correct me as u are the expert sir.


  6. shreeux says:

    Good to see all are rocked.!!!

  7. kkreddi says:

    Thank You Ace!

  8. cp says:

    Sir plz share ur view about jiya eco product , I found it unique the kind of work they do.

  9. Ashutosh Sharnjay says:

    Hi Aceinvestortrader

    Luckly happen to crash into your blog. Very Happy to about you & your blog. Am following you from less than one week. Am new to trading & also viewing blogs. i am not able to view your recommandation. how to go about it, help me once. Am holding only email account. With warm regards.

  10. vinod says:

    Dear Ace,

    Your view on Stampede Capital?

    Thank you in advance

    • as i had mentioned last year this stock is not for everyone and those who understand only they should think of it. and of course disclosure is same as last year Disclosure: i may have vested interests in the stock

  11. visu says:

    Thanks for the results update.

  12. SAY says:

    Not that i have tons of experience in markets, but haven’t seen anything like mangalam which spends most of its time on UC’s/LC’s. Pretty dynamic behavior. Amazed by its speed in either direction.

  13. chandan jha says:

    Hi ace,
    your view on dredging Corporation , company renting out its idle m/c to repay debt, expanding to overseas.

  14. SAY says:

    Learning never ends…

  15. Akshay says:

    Vidhi result are out. Great result this quarter also. 20% dividend. and great vision.

  16. Harsh says:

    Wataaa a results by Vidhi
    Awesome..looks like expanison playing out well. Cant thank you more for finding this gem…Kudos to you Ace sir..hip hip hurray.
    Made my day

  17. santhosh Nm says:

    Sir, can we accumulate south based cement companies at cmp. Do u see value in them considering future outlook. Eg. Ncl industries

  18. sangram says:

    Good show continues by Vidhi dyestuffs. And the foot notes speaks alot. Targeting ebitda margin of 20% and targeting to be global capacities of 20% of global capacities by 2020. And the way they have presented there quarterly result awesome. Promoter stake has decreased a tad bit..

  19. SKY says:

    Blood bath in the market…. what is your opinion on this Ace sir ?

  20. umesh says:

    hi ace have you seen subex results if so pl give yr opinion on the same

  21. Yuvaraj says:

    Sir your views on adani power??

  22. Ankit says:

    Any views on winsome brewries

  23. Uma says:

    all stocks were hammered yesterday and today..Is it because of china currency devaluation..

  24. Vasim says:

    Hi Sir,

    Q: How can we verify that debt is reduced from internal sources?

    Since there are two ways to raise money, either increase equity or raise a debt. So if there is no equity dilution (through rights, FPO or warrants) and the debt is reducing can we be comfortable that debt is reduced from internal cash.
    Is there a way to identify it by tallying numbers from balance sheet and cash from finance.

    Sorry if I asked a wrong question.

  25. vimal says:

    Hi, ur view on Prozone intu properties?

  26. sangram says:

    Any views on suven life science

  27. rishi says:

    What is your view on sagar cements?

  28. Ashutosh Sharnjay says:

    Hi, Aceinvestortrader
    Earlier yesterday you had bloged regarding online education related to accounts, etc etc. am in need of web id. Please help me. Regards.

    • not sure i followed it…. you want to course link on financial accounting?

      • Ashutosh Sharnjay says:

        Hi, Aceinvestortrader
        Sorry for delay in replying. The web ID posted under the heading of financial accounting or just accounting, i am not sure because the next time tried to view the same coud’nt find. But on first visit to the site i could view list of University names and the online courses offered. Thoose were not only related to financial or accounts. Am really putting you in trouble. Thought of passing on the same information to my nieces who are graduating out by 2015-2016. Regards.

  29. Rajesh says:

    Hi Ace, whats your view on Karuturi Global. Thanks

  30. Rakesh Sankhala says:

    Sir Require your fresh View on Skm Eggs…. Even after delivering decent results it’s falling down day by day… Is there any problem which i can’t sense or it is just the market behavior?

  31. acefollower says:

    Sir, Please tell us about the lupin deal which was expected with Gujarat Themis. Is it dropped? or something else.

  32. acefollower says:

    Sir please tell about deal of Gujarat themis with Lupin. Is it dropped? or something else.

  33. umesh says:

    ace yr view on kopran it has tanked 16% after results can i buy below Rs 50 for long term

  34. K Harikrishnan says:

    please comment about ‘kopran’ and ‘aimco esticides’ post result.K Harikrishnan

  35. Ramesh Patel says:

    Ace sir, fantastic nos from Wanburry …… locked in UC

  36. kannu says:

    Result still not out for Prima, but why it has fallen by 14% ?? Ace do you know any reason ?

  37. Manoj says:

    Hi Ace,
    Wanbury came up with good set of nos..Thanks for this pick

    • yes very good numbers and this is why we should have patience in turnaround companies. they may be volatile but they have strong tendency to create wealth if you have research the company well

  38. Ajit says:

    Dear Ace, Guj Themis has dropped 25% since I bought it but I am convinced it will bounce back. Was just curious why this happened though the profitability is continuous.

    Also what is your take on Vedanta? It has been crashing quickly.

  39. Niraj Bhagtani says:

    Any idea about the Cybertech Results ? Eagerly waiting for the Results …

  40. hafizul09 says:

    Hello Ace ji—ur view on Shreyas Shipping Please…………….

  41. Pankaj Sharma says:

    A good set numbers by cybertech a steady progress.

      • Niraj Bhagtani says:

        Hi Ace,

        CyberTech Systems and Software Ltd has informed BSE about the Financial Results & a copy of the Limited Review Report for the period ended June 30, 2015.

        Can you please review the Results ? I find that net Income from Operations has increased but the Net profit (Leaving the Exceptional Item) has decreased.

        What are your views on the Results? Thanks in Advance.

          • Niraj Bhagtani says:

            Sorry it was an official Exchange link so I thought I could share. Can you please share your views n the Result?

            When we compare the result with the Previous Quarter (31-03-2015) it is stunning. The EPS has Doubled and Profit has also increased.

            But when we Compare it with the Previous year Quarter (30-03-2014) the Profits have Decreased (I am not including the Exceptional Income Item)

            Can you please tell what is the correct way to Compare the Results ?

  42. prem says:

    hello Ace… any of your previous comments u have not mentioned anything about OLYMPIA IND LTD….i need your valuable opinion Ace sir….god bless

    • dont think you have searched the blog….anyways not keen on olympia industries ltd.

      • prem says:

        but sir..its the another one after intrasoft tech which is making profit and in amazon Olympia ind’s product getting highest positive feedback. whats your view on this??…..i am your follower and i tried my best to search for olympia in previous comments 😦

  43. Suneetha says:

    Plz share ur view on Vedanta ! Thanks in advance !

  44. Suneetha says:

    Sorry Aceji , You have already answered ! Thanks

  45. sangram says:

    Any views on Jubiliant lifescience ace bro

  46. ace bhai can u pls share your valuable comment on cybertech results.

  47. Ra Da says:

    ace bro prima profits doubled..sales flat though…still super results i say..some gr8 guys whom i bless from the bottom of my heart sold in panic just and i again lapped up big time at 74 n 77..this looks to be a winner..whats your view bro?

  48. Harsh says:

    Dear Ace sir is vidhi fully valued at 20 multiples? What multpile can we look in future? Can we look at something like 30-35 in this bull run?

    • there is no concept of being fully valued. markets in their wisdom decide the PE of a stock on various parameters, so dont just worry about whether a stock at xyz is fully valued or not but rather use your own judgement of future performance

  49. hardyboy says:

    prima plastic division sale increase by 2cr on last yr 17 cr.they are still showing acp division sales.i believe it was sold.result has just increased by 50 lac.since base was 47 lac it appears my view it is average result.main trigger in prima is their overseas subsidaries.otherwise indian buisness appearing mediocre only at present.share should settle at 60 now.also their new buisness at daman may provide fresh reason for stock to increase in price in six months from now.

    • that’s your opinion and you are entitiled to it. IMHO results are great…you should look at numbers in % not absolute amount… and the results are very good…around 15% increase in topline and doubling of bottomline is great by any standards for a furniture company. and obviously prima is not just about india numbers, its consolidated numbers are the game changer. very good results

  50. Ankit says:

    Dear ace sir wants ur view on Gujarat craft

  51. Teja says:

    Hi Ace, can you please share your views on aksh opti fibre

  52. santhosh Nm says:

    Sir, your comments on pressman advt and waterbase results

  53. Niraj Bhagtani says:

    Hi Sir,

    Your views on Amara Raja Batteries ?

    Good at CMP ?

  54. Raj Gupta says:

    Ace sir,
    Tirupati Sarjan,seems very strong here even in this massacre of stocks and i think this is really a blend of Poddar n i right sir?

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