Results Update !!!

Gujarat Themis

Good set of numbers from the company with OPMs improving quite a bit. The balance sheet has improved with debt also reducing significantly. Good going.


As expected excellent numbers by the company. A detailed note sums up the entire good news pretty well. Great going.


Good results by the company especially considering the tax expense vs the tax credit that happened last year. The company has also recommended a dividend of 1.2rs.


Poor set of results though comparatively, its much better performance on the operating margins but finance cost has increased considerably.

God Bless !!!

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34 Responses to Results Update !!!

  1. shreeux says:

    Hi Ace,
    Credit Analysis and Research? any view

  2. Ace, with regards BSL, how come the topline is missing the effect of the huge order that it bagged from IKEA? Am I missing something here?

    • its also depends on when they account for the income and how. please get your doubt clarified from the CS

      • Yes I have mailed him already Ace. I wanted your take on it. And revenue recognition should be once the service is complete or the goods are delivered and all risk and rewards are transferred. What do you think might be the reason for such non recognition in this case? Just your take on it of what it might possibly be.

        • who said the order is completed ? also the revenue recognition will depend on milestone payments which basically means depends on the contract. No company will tell this to anyone as its internal details.also, there’s no separate segment like this so all this would be bundled with total income. The CS is the only authority that can answer you or you can wait for the AGM

  3. Namita says:

    Ace, is there any auto or auto component/ancillary stock that you like?

  4. Prashant says:

    Dear ACEji,
    thanks a lot for posting results quickly .

    Cupid is going to conduct Earnings call tomorrow(mentioned in results) and they gave dial in no for conference call . Nice see cupid is doing everything to win investors confidence .

    Thanks & Regards,

  5. manojag says:

    Excellent results by Gujarat Themis. Long term loans also reduced substantially. Congratulations on your stock pick.

  6. Akshay says:

    Thanks for the update

  7. amit says:

    Hi aceji, ur view on Tata Coffee,Siemen. Thanks.

  8. Ashok Gupta says:

    Dear sir your view on vidhi at current price

  9. indianbull10 says:

    Ace bro, your views on Sanjivani at current price.

  10. Pramod says:

    Dear Ace,
    Your opinion on Emmbi Industries?
    Niche segment, promters seem good, Recent R and D status for tax concession ; all positives for the business..

  11. vimal says:

    Hi, ur view on NMDC and ONGC?

  12. Venu says:

    Hi ACE, Any new stock idea this month?

  13. PRATUL LOBO says:

    Dear Ace,

    Your opinion on Spisys please?

  14. Venu says:

    Hi ACE, How do we know the tax expenses will come down for BSL in the coming quarters?

  15. Arun D R says:

    Dear Ace,

    Your views on Aimco results. Operating losses but other expenses are high

  16. roky2602 says:

    Dear Sir, how about kg denim..??

  17. Great results by Mangalam 🙂

  18. unesh says:

    Yr view on mangalam results

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