Results Update !!!

Cybertech

Decent results by the company.

JHS

Good numbers, especially in the context of other FMCG companies.

God Bless !!!

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22 Responses to Results Update !!!

  1. Akshay says:

    thanq for the update

  2. KKR says:

    Thanks Ace!

  3. Abhik says:

    IND-AS reporting is not that informative. Segment wise report, Q-o-Q etc are not present.

  4. Arun D R says:

    Thanks for the update

  5. Thanks for the update ACE

  6. SAGAR says:

    Dear Ace , About the numbers of JHS this quarter , All i do not understand is how this excise duty of 2,5 crs came in. If this is one off, Whats the reason behind such an amount which has eaten all the operational profit of the company this quarter. If you have an understanding on this , Please clarify.
    Other than that I see a revenues are as per management guidance. Keeping growth more than 25% in the 1st quarter is commendable as there were a lot of inventory de stocking by the companies this quarter gue to GST. All we should look at is the margins the company is able to keep going forward. Commanding a PE re-rating from here needs JHS to show improvement on margins.

  7. asantania says:

    Thank you Ace ji…your follow up about results gives me conviction…God bless u sir!😃

  8. ravverma says:

    hi ace ur view on izmo and rai saheb mills thanks

  9. ravverma says:

    hi ace ur views on kilburn engg thanks

  10. Jay says:

    Cyber tech back to the same level of recommendation of Rs 57, I have been holding it for 3 years now, should I exit or hold ?

    • people who averaged as per my own personal take, they should be sitting on around 50% profit. anyways, as i have always said, i like their products and hopefully execution will catch up…product companies are lumpy but once they take off, its great….

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