Results Update !!!


Very good results and more importantly as management guided, they are in black in this FY. Good management commentary too.


Good results by the company.


Slightly subdued set of numbers but management confident of future as mentioned here.

God Bless !!!

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35 Responses to Results Update !!!

  1. Akshay says:

    Thanq for the update

  2. Sandeep Bansal says:

    Do you really think DHP results are good if you remove other income?

  3. ashish says:

    HI for JHS Higher profit is due to one time profit booked to tune of Positive tax of 16.7 Crs, will this continue in future as without this yearly EPS should be apprx 1 Instead current one time EPS itself for this quarter itself 3.13

  4. Ace there has also been a settlement of Rs. 27.50 crores from the disputes. Great news. Not recognised in the current year as per the Audit report.

    • Pramod says:

      The compensation amount of 27,5 crores has been received by JHS after March 31st 2017. It will be reflected in Q1FY18 results. It is a positive for the company even though it is a one time exceptional income. It is good that the other party (P&G) has settled the amount in cash (? : will have to wait for Q1 results or AGM) within few weeks of settlement agreement dt 28march 17. Hope the company can use for capex which they are planning to the tune of 30 crores, instead of issuing further warrants or equity dilution.

  5. Saurabh says:

    Dear Ace,
    How does Aditya Birla Retail and Fashion looks to you? Their choices and feel of the website is pretty nice i feel. I also know it has not done well in the past! Can there be a turn-around? Or will it be a toto failure like some of the loss making commerce online websites?

  6. Investor says:

    Hi Ace.
    JHS have kept their word. Thank you for such a wonderful stock
    I have few clarification.
    1) The Tax expense/(Income) of 16.79cr. What exactly is that income. I have read the notes but
    could not understand.
    2) Also the compensation of 27.5 cr from various disputes is not accounted in this quarter.
    will that be accounted in next quarter result as exceptional items or other income.

    Kindly help e in understanding this.

    Thank You very much

  7. Arun D R says:

    Thanks for the update

  8. Abhishek Mittal says:

    Surprised at how market is overreacting to Cupid nos. Excellent set of nos. with 30% growth both topline as well as bottomline. Whats that they are discounting ? Even the finance costs have reduced to negligible levels. Surprising. Ace, can you share market thinking on this move?

  9. skrai81 says:

    Dear Ace, what is ur view on JBF industries and SP apparels

  10. Very good results from Sankhya! As per Note 5 of the Audit Notes, the Q4 PAT has increased by 90% QoQ if one excludes the Forex loss of Rs. 264 lakhs. This would probably be because of the increased value of the Rupee for this quarter.

  11. Dhruv says:

    Any views on CMI cables?

  12. roop says:

    Wonderful ace. you are simply best in identifying potential stocks. Regarding pressman i think market overreacted. there is no change in fundamentals and probably some correction was always coming but not no drastically. moreover management has declared huge dividend this time. future looks bright at present

  13. ravverma says:

    hi ace , is it good time to look at deccan gold for investments.

  14. Suneetha says:

    Plz share ur view on Cenlub ind, Eimco elecon, International combustion, High energy batteries. Thanks in advance !

  15. Dhruv says:

    Hi Ace, I want to learn how to understand Lending companies especially Housing finance and nbfcs. Do you have course/books or research report that one may refer to? Also, I am eagerly waiting for your new story on the blog. Thanks

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