Q2 – 2015

HCL Tech: Q2 2015

HCL Tech

Last week we had gone through HCL Tech results and we think they have really done a good job. The revenues have grown up 6.3% and 13.4% QoQ and YoY basis. The net income grew by 2.3% QoQ and 28% YoY.

We produced a white paper on HCL Tech last year in March and […]

By |February 6th, 2015|Q2 - 2015|0 Comments|

Tata Motors: Q2 – 2015

Tata Motors is one of the good quality stock that as per our view is trading at steep discount today.

Let’s have a glance to its results:

Q2- 2015
%
1st H – 2015
%

Net Sales
60,164
100%
124,315
100%

Total Expenses
54,211
90%
110,731
89%

Profits from Operations
6,353
11%
14,516
12%

Finance Cost
927
2%
1,869
2%

Profit before tax
5,671
9%
13,199
11%

Taxes
2,364
4%
4,479
4%

Net Profit
3,307
5%
8,720
7%

 

If we look at the DuPont analysis then their return on Equity will be:

ROE= Net Profits/Total Sales* […]

By |November 19th, 2014|Q2 - 2015|0 Comments|

JK Bank : Q2 – 2015

This is the only stock that had underperformed in our portfolio and against the index as well in the last 2 years.

Let’s have a glance on their quarterly as well as half yearly numbers.

Sep 2014 Quarter
Sep 2014 Half yearly
March 2014 full year

Interest Earned
Rs 1799
Rs 3567
Rs 6767

Other Income
Rs 85
Rs 216
Rs 390

Operating Expenses
Rs 344
Rs 665
Rs 1175

Provisions […]

By |November 14th, 2014|Q2 - 2015|0 Comments|

Bharti Airtel: Q2 – 2015… Anything changed??

Almost four years back this business was one of our most loved business and use to rank in our top five investments for our fund. The reason was very simple, most of its profitability was from its profit margins.

As per 2010 yearly financial results, investors like you and I invested in this business around […]

By |November 7th, 2014|Q2 - 2015|0 Comments|
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    What to take from Swaraj Engine Half Yearly Results : 2nd Q-2015

What to take from Swaraj Engine Half Yearly Results : 2nd Q-2015

Last week Swaraj Engine reported its half yearly and quarterly results. The summary of its reports are as follows:

2nd quarter 2015
% Margins
1st Half yearly 2015
% Margins

Net sales
167.24
100%
333.37
100%

Cost of Material
126.89
75.87%
250.86
75.25%

Other expenses
19.28
11.53%
39.86
11.96%

Operating profits
21.07
12.60%
42.65
12.79%

Other Income
4.03

8.28

Profit before tax
25.10
15.01%
50.93
15.28%

Profit after tax
17.73
10.60%
35.31
10.59%

 

We do not see any issues with the business operations. With every Rs 100 business, Swaraj Engine makes Rs […]

By |October 24th, 2014|Q2 - 2015|0 Comments|

Axis Bank post: Q2 – 2015

Axis bank reported last week and it really impressed us with its results. The day they have released their results they have not stopped their uptrend. Here are the few numbers for this quarter.

2nd Quarter 2015
Half yearly 2015

Interest earned
8602.36
16,891.78

Other income
1,947.61
3,638.66

Interest expended
5077.51
10,056.44

Operating Expenses
2,310.16
4,416.04

Deposits
2,83,727.57

investments
1,14,283.75

Advances
2,42,198.06

 

Banking business is all about lending and deposits. In the last six months […]

By |October 24th, 2014|Q2 - 2015|0 Comments|

HCL Tech : Q1 – 2015

By |October 18th, 2014|Q2 - 2015|1 Comment|

Mindtree : Q2 – 2015

Mindtree had reported its 2nd quarter and mid-year results last week. This business has kept its record of growth in its top line from last 3 quarters. Let’s look at the few important financial metrics from its results so far:

2nd Quarter 2015
Margins %
Half Yearly 2015
Margins %

Revenues
884.8
100%
1,725
100%

Cost of revenues
572.2
64.67%
1,110.7
64.39%

Gross Profits
312.6
35.33%
614.3
35.61%

Selling Expenses
162.2
18.33%
321.7
18.65%

Operating profits
150.4
17%
292.6
16.96%

Other Income
25.10

46.80

Net Profits
136.8
15.46%
263.5
15.28%

 

The results […]

By |October 17th, 2014|Q2 - 2015|0 Comments|