Results Update !!!


Decent set of numbers on expected lines. The coming is expected to be eventful for the company.

Garware Wall ropes

Good numbers with a very strong balance sheet. The company has become debt free with more than 83cr in cash.

Freshtrop Fruits

As expected very good set of numbers.

Simmonds Marshall

Average set of numbers, though promoter increase and reduction of debt is positive.

Singer India

Stable set of numbers with rising consumer durables sales. As usual a strong balance sheet.


Debt still a concern and eating away everything. Overall subdued numbers.

Vidhi Dyes

Decent set of numbers, especially with trading activity gone, the future is good.

Spenta International

Excellent set of numbers.

Panyam Cements

Average set of numbers.

V2 Retail

Average set of numbers, though it would be interesting how the new stores add to the topline.

Ambika Cotton

Average set of numbers, but the internally funded expansion is good news.

Sankhya Info

Disappointing set of numbers.

Associated Stone

Decent set of numbers with overseas subsidiary picking up pace.

Katwa Udyog

Good set of numbers with expansion on track.


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198 Responses to Results Update !!!

  1. shreeux says:

    HI Ace

    Thanks for Updates.
    Your view on Ugar & Uttam Sugar(s)

  2. abhinav says:

    Sir, why market participants not able to understand the potential of sankhya Infotech? Despite of such cheap valuation, people not able to spot this gem which can create huge wealth in future. ( Make in India defence theme )

  3. k harikrihnan says:

    about ,vidhi, you mentioned good especially with trading activity . i could not understand the correct meaning .kindly explain .

  4. Akshay says:

    thanks for the update

  5. Arun D R says:

    Thanks for the update

  6. Chanadrashekara says:


  7. Gaurav says:

    Hi Ace, your views on Emmbi Industries and windsor machines?

  8. Gopal says:

    Wanbury results are not up to expectations, but In my opinion, the positive part here is- their sales figures increased significantly. What is your reading ACE?? Shall we consider it is positive sign?? I may be wrong is reading / analysing.

  9. Manoj says:

    Hi Ace,
    Please provide your views on the following:
    ABFR (Aditya Birla fashion retail)
    Shemaroo Entertainment

    Thanks for your help

  10. Sambhav says:

    Hello Sir
    Kindly express Your views on Sankhya Infotech at these levels sir

  11. Rohit Gulati says:

    Thanks Ace for the update!!!

  12. Raj says:

    Thanks Ace for the updates God bless b raj

  13. venu says:

    Hi ACE, sankhya had problem with operating margins though top line had growth. But this time both sales and margins are down. Please share your views about fall in earnings and margins. Is it a short term or long term issue?

  14. niravkaria says:

    Sir whts ur view on vidhi…

  15. Roshan says:

    Super results by prima ace 🙂

  16. Great results from Prima 🙂 super strong balance sheet as well 🙂

  17. Neesh says:

    Hi Ace,
    Looks like not a great set of results from Prima,profit from plastic moulded furniture segment has reduced from 3.25 to 2.43cr yoy and even profits from African JV has come down from 3.26 to 2.65cr.
    Also,what is this unalloacable income of 2.6cr ,which is making this mediocre results look good?
    Not sure if i am reading it right,your views please.

    • results are not mediocre IMHO. your concern on JV is appreciated though… contact the CS for any queries, but overall the company has done well and the secular growth is playing out.

  18. abhinav says:

    Sir, what’s your view on il&fs engineering? It is in profit in q4. Can we consider buying it?

  19. srinathnitb says:

    DHP India also very good set of numbers and icing on the cake is Rs 2 dividend. Very good study about DHP Ace ji, Thank you!

  20. Prem says:

    Hello Ace sir….need your present view on “MIC Electronic” after result??

  21. vimal says:

    Hi, ur view on IRB infra and Reliance industries?

  22. J Gopal says:

    Dear Ace,

    What’s your advise to people who invested in SKM Egg post 31.03.16 result ?..unable to take a call about the future of the company hence seeking your advise

  23. Gaurav says:

    Hi Ace, your view on Vikas Ecotech?

  24. Roshan says:

    Hi ace can I post a link here bout a new report provided by idbi capital on prima plastics?

  25. Rohit Gulati says:

    Dear Ace,
    We all are awaiting eagerly for your new pick ,pl. post it soon.

  26. AK says:

    Sir, ur views on results of sharp India??

  27. Suneetha says:

    Plz share your view on DHFL , Marksons pharma, Panasonic Energy, Thanks in advance !

  28. venu says:

    Hi ACE, eagerly waiting for your new pick.

    • Abhi says:

      Hi ACE Ji, hope you have not stopped suggesting new stock ideas on this blog 🙂 🙂
      You are very silent for your followers request for new idea these days.

  29. Ace, about Sanjivani not intimating BSE about the results date yet – don’t you think it reflects badly on its investor relations? Shouldn’t the Company have declared it by now? Your take on it?

  30. Prem says:

    Hello sir…whats uour opinion for “Jyoti Resin” for long term at CMP as their product doing good in market. 🙂

  31. Sat says:

    Hi Sir, What is your view on Kiri Industries?

  32. Murali says:

    your view on Sintex industries & it debt at consolidated level

  33. amit says:

    your view on karnataka bank aceji

  34. nriadvice says:

    Sir, are there any companies that are catching your eye at current levels? I am not seeking a recommendation that conflicts with SEBIs regulations, but an educated discussion on companies.

  35. Chandrashekara Bhat says:

    Dear Ace,
    Can you share your views on RURAL ELECTRIFICATION CORPORATION for long term investment ?
    CMP 161.50 , Stock is trading at 0.52 times its book value. Dividend Yield: 6.65% …52 Weeks — HIGH: 301.20 / 52 Weeks LOW:152.25..

  36. Sanjay says:

    Sir your view about Polyplex corporation.

  37. Park says:

    Dear ace
    Any update on sanjivani parenteral. Stock near 52 week low.

  38. Ramkumar Nagaraj says:

    Views on nandan denims? Looks solid mathematically with good ROE/ROCE but has a debt for 1000 cr for capacity expansion/backward integration, Also has low PE which shows under-value.

    Can we accumulate more at current level? only debt is a concern for me sir

  39. Abhi says:

    Hi ACE, with today’s news from US, considering India as a major defence partner, all defence related stocks rallied more than 10% but sankhya infotech has not moved up. Any reason for it.

  40. amit says:

    hi aceji. ur view on Balrampur chini and karnataka bank. thanx.

  41. srinathnitb says:

    Hi Ace I think it is a good time to average Sankhya Infotech. It has almost halved its values from Rs 40 levels. What do you think ?

    • it had doubled from its recommended levels also and after that investor should have some sense of portfolio management and if investor does not have that sense, mutual funds are always better.

  42. roky2602 says:

    Dear sir, your opinion on nagarjuna oil refinery? After halting for 5 years to commence production.. now some lime light.. recent news from govt. on supporting the company..

  43. Ramesh Patel says:

    Ace, your views on Poddar Pigments pl……….

  44. amit says:

    hi aceji. your view on Karnataka Bank and Concor. thanx.

  45. pavans13 says:

    Ace ji… hope you are doing great! any sugar stocks on your radar?

  46. rohan says:

    Your view on TIL after they sold off the Caterpillar biz? Lot of buzz around corporate governance.

    Your view?

  47. kiran says:

    Do u expect tough competition for spenta from unorganised sector?.

  48. Dear ace, what is your opinion on Indocount? It has corrected almost 20% and is available at good valuations.

  49. abhinav says:

    Sir, what’s your take on hydro s&s ? Can we enter at this level? What is the right price point?

  50. Ramkumar Nagaraj says:

    In sanghi industries, i see something called Exceptional item for 60 cr which has resulted in QoQ loss.
    what is the meaning of this? pls help me.
    Cement being cyclical, is it good to invest for few years?

    • exceptional items are one thing charge to P&L. that’s what it means. would suggest you to go through the finance course that i have shared multiple times on the blog. Also get in the habit of using google for such queries, as you’ll find more informative answers there

  51. UMESH NARAYAN says:

    hi ace your view on vipul dye and balasore alloys

  52. UMESH NARAYAN says:

    hi ace yr view on moschip semi conductor and aarey drugs

  53. UMESH NARAYAN says:

    hi ace can you could you pl tell the price range for buying cupid and mangalam drugs

    • sorry, as mentioned earlier on the blog i dont do portfolio management. also one should look at buying stocks when the stock stories are released or else the margin of safety is compromised.

  54. UMESH NARAYAN says:

    hi ace is balasore a buy at current levels or can we avoid it there is news of it coming out of cdr

  55. Sudarshan says:

    Sir, whats ur take on shri hari chemical and shree pushkar

  56. abhinav says:

    What’s your opinion on simplex infrastructure?

  57. Ace, may I know why you don’t track the sugar sector? Is it not doing pretty well?

  58. Jitendra says:

    Your view on Crompton Greaves.

  59. pooja says:

    Your views on istreet network?

  60. ramu says:

    Any reason to prefer BSL over indo -count? Has poor ROCE/ROE but good PE/P.B ratio. Pls help me with the logic

    • already given multiple times. also ratios are not everything. valuation and business also matters. please go through the blog comments because indo count has been discussed multiple times

  61. himanshu says:

    sir your view on rupa & co. , brooks lab , nelcast.

  62. Saurav says:

    Hi Ace,

    Your inputs on Jyoti Resins & Ramco Systems. Please advise.


  63. ankurgargniveshyahoocoin says:

    hi ace
    please release new stock idea (not updated from last 5-6 month)

  64. Prashant says:

    Dear ACEji,
    hope your doing good .
    Kindly let me know if you have any views on “Kingfa Science & Technology” .

    Thanks & Regards,

  65. Venu says:

    Hi ACE, Do you recommend buy mangalam drugs below 140/-. please guide.

  66. Saurav says:

    Hi Ace,

    Please provide your views on Poddar Housing and Capital first.


  67. Prasant says:

    Hi Ace,

    Your inputs on Prima Plastics and Cupid. Would it be the right investment at the current rate.


  68. Ramkumar Nagaraj says:

    Hello Mate,
    In your opinion which is better MFI sector or NBFC? i think i saw a post from u saying SKS doubled in 4 monz

    • i think that’s not the question. its not a sector that is bad or good, but the stocks. i think you’ll find individual stocks in both the sectors which are better than the other. Furthermore, as you must be knowing i do not take a top down approach.

  69. afzal says:

    among infra il&fs engineering .mblinfra ommetal simples which one you prefer

  70. Praveen Rao says:

    ACE are you skeptical about speciality chemicals industry as it is comoditized business?

  71. Swapna says:

    your views on PG Foils,Eastern Treads and Indo Rama Synth

  72. Anirban says:

    sir please share your view on overall pharma sector.especially on midcap & largecap pharma stocks.ll it continue to underperform in the medium & long term??

  73. Anirban says:

    what is your views on sanghvi movers & morepen lab??

  74. Ramkumar Nagaraj says:

    Pls share ur view for Pennar industries in long term?
    Disc:invested today

  75. abhinav says:

    Sir, what’s your take on repro India? What is scalability for future? What’s the reasonable price to enter?

  76. indianbull10 says:

    Ace, finally Sanjivani showing some positive momentum.. hope they report good Q4.

  77. Venu says:

    Hi ACE, In today’s carnage also, BSL is up by 1.5% 🙂 🙂

  78. asg270619 says:

    your views on tirupati sarjan results

  79. Nishanth Muralidhar says:


    Can you please share your view on Pennar Industries ?


  80. David says:

    Hi sir,

    Eagerly waiting for you new pick.

  81. amit says:

    hi aceji. ur view on Ineos Styrolution and Vindhya Telelink

  82. Sir view on rajoo eng. For 2 year perspective

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