Results Update !!!

Singer India

Very good set of numbers, especially since the consumer durables revenue has increased sharply and its OPM have increased significantly. A good and stable story unfolding.

Panyam Cements

Disappointing set of numbers. One has to closely watch the subsequent numbers t understand what’s going on.

Freshtrop Fruits

Good set of numbers with food processing now consistently showing positive bottomline which is very significant for the company.

Liberty Shoes

Decent set of numbers but we do know the scheme of arrangement needs to be implemented.

Garware Wall Ropes

Good set of numbers along with positive commentary on expected growth in the coming quarters as seen by the management.

God Bless !!!

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62 Responses to Results Update !!!

  1. Akshay says:

    thanks for the update

  2. Good result from Simmonds Marshall as well Ace

  3. Ra Da says:

    Hi Ace, What’s your view on Sumeet Industries? It is quoting at 0.41 times book and market cap is 96 crs with EBIDTA for last quarter being 27 crs..Also there are some expansion plans(manufacturing capacity and power plan) which will increase revenue. I found this wile reading online version of Business Standard dated 8th Aug..

  4. deepak says:

    ace…frshtrop despite posting good nos in last quarters is not witnessing a significant rally even when markets are up….can u tell me why it happens with this stock specific?

    • there could be multitude of reasons but one should not worry too much about day to day movement and focus on earnings because if the earnings are increasing then the stock movement would follow eventually

  5. Average results from BSL Ace

  6. Average results from Spenta as well, Ace. Awaiting your review on all these Companies’ results.

  7. Jitendra says:

    Stable nos. from Guj. Themis & Spenta Intl.

  8. shreeux says:

    Thanks for Update..

  9. Prem says:

    Ace, need your opinion on AMULYA LEASING. As APL apollow pipes merging in amulya leasing. Is this worth for long term?? 🙂

  10. shivshankar says:

    Hi ace….do u think freshtrop fruits can be purchased at CMP

  11. afzal says:

    if the performance od panyam disappointing then we have to exit\/

  12. Rohit Gulati says:


    BSL raw material cost has shot up by 25% without increase in the sales.All other expenses are also up.I’m missing something here??

  13. skrai81 says:

    Dear Ace, what is your view on KDDL, AlphaGeo and Talbros

  14. Roshan says:

    Hi ace any idea why cybertech is looking for raising of funds?

    • could be for expansion or acquisition…not very sure though – only company can tell us. but it surely is an interesting development and would be interesting to see to whom these warrants are issued.

  15. Sang says:

    Hi ace bro . Your take on water base results margins under pressure down by 283 bps yoy. They are not able to pass on the increased raw material cost. Management expects future revenues to get better and export revenues to trickle in from q2. But my doubt is will they able to maintain healthy margins in export asnd there is headwind of anti dumping in USA

  16. ANIMESH SINGH says:

    Ace your view on prima results

  17. Mnr says:

    Dear sir,
    Lupin , sun pharma and cipla, which is the best for long term investment? and you view Exide ind and mothersonsumi?

  18. Umesh Narayan says:

    Hi ace your view on sphereglobal , maxventure and chamanlal setia

  19. Umesh Narayan says:

    Hi ace do track cap first ,capital trust , satin credit and ujjivan all have come with results do yu like any of the stock

  20. Jitendra says:

    Some improvement in Q1 for Sanjivani Para.

  21. Very good results from Sankhya!

  22. sandeep says:

    Sir, need your suggestions on Ashok Leyland for 2-3year perspective

  23. sanjeev jain says:

    dear ace sir aimco results are out on bse please give your valuable opinion .according to my little knowledge results seem weak .rest forward to you for expert comments regards sanjeev jain

  24. Venu Gopal says:

    Hi ACE, Tano Mauritius India fund is selling JHS shares in open market from 5th August onwards around 1.8 lak shares till Friday, 12th August. What is the reason for this selling?

  25. Venu Gopal says:

    Hi ACE, your take on Sankhya Q1 results.

  26. Sanjay says:

    Average results by Sankhya.

  27. Mnr says:

    Dear sir,
    Your view on NBCC(India) ,PRICOL ,WELSPUN INDIA and PPAP AUTOMATIVE. Which will be best for long term?

  28. New pick coming today Ace?

  29. Sang says:

    Any views on ppap automotive ace bro

  30. PSV says:

    I’m holding sanjivani parenteral? can i exit or average or hold?

  31. Sanjay says:

    Ok. But market reaction was muted

  32. niravkaria says:

    Sir why there is volatility in sks share price.

  33. anujpress24 says:

    Hi Ace,

    For Liberty you have mentioned that Scheme of arrangements has to be implemented. Are you talking about the consolidation of the business that they had planned..i think 2 years back.


  34. Puru Ji says:

    Liberty is almost at your recommended level… I hope the story is still intact?

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