Results on July 11 5paisa Capital, Spandana Sphoorty Financial, Mishtann Foods, Nakoda Group of Industries, Sahara One Media & Entertainment, and Star Housing Finance will be in focus ahead of quarterly earnings on July 11. Stocks in News Tata Consultancy Services: The leading IT company reported a 16.2% year-on-year growth in revenue at Rs 52,758 crore and revenue in constant currency grew 15.5% YoY for the quarter ended June 2022. Profit during the quarter rose 5.2% YoY to Rs 9,478 crore, but operating margin at 23.1% contracted 2.4% YoY. Dr Reddy's Laboratories: The pharma company has launched Fesoterodine Fumarate extended-release tablets in the US market, which are used in the treatment of certain bladder-related problems. This drug is a therapeutic generic equivalent to Toviaz brand which had US sales of approximately $211 million MAT for the most recent twelve months ending in May 2022, according to IQVIA. HDFC: The Corporation has received approval from the Pension Fund Regulatory and Development Authority (PFRDA) for the merger of subsidiaries HDFC Investments Limited and HDFC Holdings Limited, with HDFC. PFRDA also approved merger of HDFC with HDFC Bank. Zydus Lifesciences: Zydus has launched the molecule Sitagliptin in India under the brand names Sitaglyn and Siglyn to address Type 2 diabetes. Sitagliptin is the gold standard in the Dipeptidyl peptidase 4 inhibitor (DPP4i) category with over 62 percent market share in the global market. Avenue Supermarts: The D-Mart operator has clocked a massive 490 percent year-on-year growth in standalone profit at Rs 680 crore for the quarter ended June 2022, backed by healthy topline and operating performance but on a low base as the year-ago quarter had impacted by second covid wave, while the sequential increase in profit was nearly 46 percent. Standalone revenue from operations grew by 95 percent year-on-year to Rs 9,807 crore in quarter ended June 2022, and the growth compared to previous quarter was 14 percent. Dilip Buildcon: Subsidiary 'Bangarupalem Gudipala Highways Limited' has received the financial closure letter from the National Highways Authority of India for Bangalore-Chennai Expressway in Andhra Pradesh under Bharatmala on Hybrid Annuity Mode (Phase II/Package III). The project cost is Rs 1,060 crore. In addition, Dilip Buildcon has declared as L-1 bidder for water supply scheme tender by Madhya Pradesh Jal Nigam Maryadit, Bhopal. The said EPC project worth Rs 1,400.04 crore included trial run and operation & maintenance of the entire water supply scheme for 10 years in Madhya Pradesh. Power Grid Corporation of India: The company is declared as the successful bidder under Tariff-based competitive bidding to establish inter-state transmission system for "transmission system for evacuation of power from Neemuch SEZ" on build, own operate and transfer (BOOT) basis. The project comprises establishment of two 400kV DIC transmission lines passing through Rajasthan and Madhya Pradesh, a new 400/220kV pooling substation at Neemuch (Madhya Pradesh) and 400kV bay extension works. Lemon Tree Hotels: The hotel chain operator has signed a License Agreement for a 51 room hotel at Anjuna, Goa. The hotel is expected to be operational by March, 2023. Its hotel management subsidiary Carnation Hotels will be operating this hotel. Federal Bank: The Reserve Bank of India has imposed a monetary penalty of Rs 5.72 crore on the private sector lender for non-compliance with the provisions related to financial services provided by the bank. This action is based on the deficiencies in regulatory compliance. #NIFTY50 #NIFTYBANK #TCS #DMART #POWERGRID

#DMART will declare results on Jul 9, 2022 Please plan your trades accordingly 😎

https://economictimes.indiatimes.com/markets/stocks/recos/buy-avenue-supermarts-target-price-rs-4200-axis-securities/articleshow/92713576.cms #DMART

ALL PRO STOCKS (Buy at any price) , are available at throw away price 😁 ALL BIG FISHES EXITED AND BOOKED AT HIGHER LEVELS AND RETAILERS TRAPPED SOME OF THE BIG NAMES LIKE - #IEX #DMART #IRCTC

#DMART 3631 : Targets 3705 & more in

#DMART will declare results on May 14, 2022 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

Journey of Radhakishan Damani | D Mart | 4th Richest Man in India https://youtu.be/Kr5FfxiZtlY #DMART

Prabhudas Lilladher target on DMART Date: 08-Jan-22 Broker: Prabhudas Lilladher Price @ Call: 4731 Target: 5345 Potential: 12.98% Recommendation: ACCUMULATE

https://economictimes.indiatimes.com/markets/expert-view/best-to-be-with-the-bluest-of-blue-chip-banks-dipan-mehta/articleshow/88857052.cms #DMART #ICICIBANK #MINDAIND #MOTHERSUMI

Stocks in News Tata Steel: The company increased stake in Medica TS Hospital (MTSHPL), a joint venture company, from 26 percent to 51 percent. Gulshan Polyols: The company has received, signed and executed a Long Term Offtake Agreement, for setting up of upcoming standalone dedicated ethanol plant of 250 KLPD at Industrial Growth Centre, Matia, Goalpara and 500 KLPD (kiloliters per day) at MPAKVN Industrial Area, Borgaon, Madhya Pradesh. Dilip Buildcon: Subsidiary Sannur Bikarnakette Highways Private Limited has received the financial closure letter from the National Highways Authority of India, for four Laning of Sannur to Bikarnakette section of NH-769 under Bharathmala Pariyojana on Hybrid Annuity Mode in Karnataka. Sobha: The company reported sales volume of 13,22,684 square feet of super built-up area valued at Rs 1,047.5 crore in Q3FY22, up from sales volume of 11,33,574 square feet of super built-up area valued at Rs 887.6 crore in Q3FY21. Sobha share of sale value stood at Rs 908.2 crore during the quarter, up from Rs 677.7 crore in same quarter last year. Cyient: Aditya Birla Sun Life AMC sold 21.16 lakh equity shares in the company via open market transactions on January 6, reducing shareholding to 33.93 lakh shares from 56.1 lakh shares earlier. Avenue Supermarts: The company reported 24.6 percent higher standalone profit at Rs 586 crore, and 22 percent higher revenue at Rs 9,065 crore in Q3FY22, YoY. CSB Bank: C VR Rajendran decided to take early retirement from the post of MD & CEO and to continue leading the bank till March 31, 2022. #DMART #CYIENT #SOBHA #TATASTEEL #DBL

SWING trade stock @ DMART 👉Buy At 4710-4750 (do not buy all quantity at same level, try to accumulate on dip) 👉TGT 5000/5200/5500+, sl at 4545 (on closing basis) SWING trade(time 1-2 weeks)* Do not use more than 10-15% of capital* Educational purposes* #DMART

DMART Q3 YOY: NET PROFIT 5.52B VS 4.46B REVENUE 92.17B VS 75.42B #DMART

#DMART DMART Q3FY22 DMART : Net Profit Up 24 % At Rs 552 cr (YOY), Up 32 % (QOQ) Revenue Up 22 % at Rs 9217 cr (YOY), up 18 % (QOQ) Ebitda Up 26 % at Rs 865 cr (YOY), Up 30 % (QOQ) Margins at 9.39 % V 9.13 % (YOY), 8.5 % (QOQ)

#DMART will declare results on Jan 8, 2022 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

*Avenue Supermarts (DMART) Q2 Results: Net Profit Rises Fourfold Sequentially* Avenue Supermarts Ltd.’s net profit in the quarter ended Sept. 30 beat estimates as business picked up amid rising vaccination numbers and lower cases. The rise in profitability was also aided by a low base. Net profit for the operator of the DMart chain of hypermarkets rose 337% quarter-on-quarter to Rs 415.2 crore, according to an exchange filing. That compares with the Rs 390.5-crore consensus estimate of analysts tracked by Bloomberg. On a year-on-year basis, net profit was up by 113%. Operating profit rose by 313% quarter-on-quarter to Rs 567.7 crore, compared to consensus estimate of Rs 592.6 crore. Ebitda margin stood at 8.6% as compared to 4.4% in the previous quarter. Revenue rose 50% quarter-on-quarter to Rs 7,788.9 crore, compared to the consensus estimate of Rs 7,560 crore. The company, owned by billionaire Radhakishan Damani, had shared a business update on Oct. 2, showing a 52% quarter-on-quarter rise in standalone revenues to Rs 7,649.6 crore. It also added eight new stores during the reported quarter, taking its total count to 246. Covid-19 related lockdown restrictions were eased further during this quarter," said Neville Noronha, MD & CEO, Avenue Supermarts. "Revenue in the DMart stores grew by 46.6% over the corresponding quarter of last year." #DMART

HDFC Securities target on DMART Date: 18-Oct-21 Broker: HDFC Securities Price @ Call: 5330 Target: 2700 Potential: -49.34% Recommendation: SELL

Axis Direct target on DMART Date: 18-Oct-21 Broker: Axis Direct Price @ Call: 5324 Target: 3600 Potential: -32.38% Recommendation: SELL

#DMART : A Good Company, But Share Price Always Discount the Future. Good Growth in last Quarter & this Quarter, We Can See all that Already Adjusted in share Price. For Some Period of Time We can Expect Consolidation Where It will come to test Support Like Mentioned Below. 1. Short Term Support : 4330 - 4350 2. Medium Term Support : 3850 - 3900 3. Long Term Support : 3250 - 3350.

🦜Avenue Supermarts Ltd. Post good nos shares tank more than 8% (CMP: 4897 8% down)... Just a profit booking...✌️ Blue chip company. Buy in dips👌 #DMART

Motilal Oswal target on DMART Date: 17-Oct-21 Broker: Motilal Oswal Price @ Call: 5360 Target: 4900 Potential: -8.58% Recommendation: NEUTRAL

Prabhudas Lilladher target on DMART Date: 16-Oct-21 Broker: Prabhudas Lilladher Price @ Call: 5324 Target: 5359 Potential: 0.66% Recommendation: ACCUMULATE

Dmart beats ITC in Mcap. Crosses 3L+ Cr in Mcap. ITC does 2x of Dmart sales and 13x Dmart profit. ITC OPM at 35% vs 7% for Dmart ITC ROE 21% vs 9% for DMart ITC 3 yrs FCF 32k Crs Dmart 3 yrs FCF -1700 Crs ITC has almost zero competition in core business. #DMART operates in highly competitive low margin business prone to disrupt. Still #ITC has ability of big upside🚀🚀 #ITC #readytofiremore

Idk who needs to hear this but Everytime you shop in #DMART You hardly get any cashback You know why? Because if you own the shares of it You wouldn't ask for Cashback !!! ( innervoice : Bhai bhav 5300 aa gaya ab to lele ) #MarketsHumor #InvestmentIdeas

*Q2- #DMART Results : Stable* *Numbers look strong due to low base* 🏪Revenue at 7650cr(normalised) 🏪Margins at 8.7% 🏪8 new stores added 🏪PAT at 449cr

News of the day : DMart stores operator Avvenue supermarkets is now among top 15 most valued Indian companies Market cap crossed Rs 3 trillion #DMART

Asian Paints is not just a paints company, it's a logistics company (they deliver paint approx. 3 lac times in a day to retailers) DMart is not just a retail business it's a real estate company (they own their stores) Bajaj Finance is not just an NBFC it's a data science company (database of over 4.5 crore customers for consumer loan) Stock Exchange is not just a stocks trading platform it's a way to make you a business-person (you buy businesses, not stocks) It's all about how you look at things! Disclaimer: This is not stock advise. I own Bajaj Finance in my portfolio. #InvestmentIdeas #InvestingUniversity #BAJAJFINS #ASIANPAINT #DMART #BSE

Avenue Supermarket - Q1FY22 Business Update ✓ Revenue for Q1FY22 was up 31% yoy to Rs 50.3bn (down 31%QoQ) due to disruption on store operations as restrictions & local level enforcement have become much stricter. ✓ Restrictions vary from store closure on certain days or for extended periods, to restricted store operating hours & selling only essential goods in most cities & town ✓ During the quarter, company opener 4 new stores taking the total to 238 stores ✓ Revenue/stores & Quarterly Rev/sqft CAGR over 2 years was down 128% & 22% respectively ✓ We currently have a BUY Rating with TP of Rs 3640/- #DMART #InvestmentIdeas

Stocks in News India Pesticides: India Pesticides will list its equity shares on the bourses on July 5. The final price has been fixed at Rs 296 per share. Indian Hume Pipe Company: The company has received the Letter of Acceptance for the work of about Rs 257.60 crore from Madurai City Municipal Corporation Aarey Drugs & Pharmaceuticals: The company reported a profit of Rs 1.4 crore in Q4 FY21 against Rs 0.99 crore in Q4 FY20, revenue rose to Rs 178.25 crore from Rs 110.68 crore YoY. Udaipur Cement Works: CARE has upgraded the company's credit rating for its various long term borrowings by one notch to 'AA' (Credit Enhancement-CE)/Stable; from 'AA-' (CE)/Stable, which is based on credit enhancement on the back of the corporate guarantee provided by the holding company, JK Lakshmi Cement for its borrowings. Avenue Supermarts: Its standalone revenue from operations stood at Rs 5,031.75 crore in Q1 FY22, increasing from Rs 3,833.23 crore in the corresponding quarter of last fiscal. The total number of stores as of June 30, 2021 stood at 238. CSB Bank: Total provisional deposits in June quarter 2021 at Rs 18,652.80 crore increased by 14.17% YoY, and gross advances grew by 23.71% to Rs 14,146 crore including advances against gold & gold jewellery that increased 46.16% to Rs 5,617.68 crore YoY. #DMART #CSBBANK #INDIANHUME

#DMART A rebound on the cards for DMart?  Friday, May 14, 2021 by Finshots  Last week, DMart posted its results for the March quarter and while profits jumped 55% compared to the same period last year, the stock price didn’t reflect these changing dynamics. So what’s happening here? Why aren’t investors upbeat about the company’s prospects despite these changing fortunes? Well, in this week’s Finshots Markets we discuss this and more. Retail The Story If you’re new to DMart as a company, here’s a brief introduction. DMart is an Indian hypermarket chain. But unlike most other hypermarkets like a Big Bazaar or a Reliance Retail, they follow a very different approach. Instead of diversifying into high-value products like electronics, jewellery, etc., DMart mostly sticks to essentials like groceries. The idea here is simple. High-value items offer you higher margins but they also take time to sell. However, if you sacrifice margins for volumes you could get products moving out of your storefront like hot potatoes. Anything that doesn’t sell quickly is replaced with something that does. And while these stores might not exactly offer you a lot of variety or rich customer experience, it does offer you bargain deals. In effect, DMart sells daily use items to consumers at a price often below MRP in a bid to keep turning over inventory. And this strategy allows them to negotiate with their suppliers and seek a better price. The better price translates to more discounts. And more discounts translate to higher sales volume. The flywheel keeps chugging along. This simple strategy catapulted DMart into the stratosphere. The company has consistently boasted superior financials and the stock is an investor’s darling. However, during the first wave of Covid-19, things began changing a bit. For starters, the company had to halt selling apparel and other merchandise. Sure, they mostly rely on groceries and other essentials to aid their top line, but they had also carved a niche selling these relatively high-margin items. In fact, at one point about 30% of the company’s revenue was being driven by the high-value stuff. But as lockdowns and harsh restrictions became commonplace, DMart had to go back to the basics — Selling daily use items. And while there was some skepticism surrounding the company’s prospects, everybody knew deep down that DMart would scrape through. And scrape through they did. While the first six months after the pandemic were a bit dull, DMart did pretty well in the subsequent months. Their revenues improved. Margins started normalizing and the company even forayed into e-commerce during this time. DMart Ready — the online storefront saw slow but steady growth. Put together, the year-end results were pretty decent for the most part. Revenues declined about 3% compared to last year and profits fell about 14%, but they were reasonable numbers considering the impact Covid had on many other businesses. In fact, it’s really hard for the likes of DMart to keep growing at a frantic pace when they can’t build new stores. Construction activities were put to a near halt and DMart had to squeeze extra from the stores they owned.  So all things considered, the company’s performance over the last financial year has been pretty resilient. However this next year, things may be a bit more challenging. In all likelihood, the second wave is probably going to hit differently. We are already hearing that a bulk of the stores are now operating for less than four hours. And people expect the lockdowns to persist as we ramp up our vaccination program. So the pain will continue. More importantly, there’s also the bit about inventories. When the first wave made landfall, we saw excessive hoarding and bouts of supply chain disruptions. Essential items trickled into DMart stores in bits and pieces while demand remained robust. And despite several lockdowns, demand and supply remained in balance. Excess inventories weren’t a problem. However, this time around the status quo is a bit different. The company did admit that they were a bit optimistic about demand prospects this year. As the CEO put it — “The receding threat of the pandemic and consequent sales surge in the third quarter and most of the fourth quarter, followed by the oncoming summer and back-to-school season, made us plan more optimistically.” So if they can’t operate their stores at peak capacity and people are generally skeptical of stepping out, the excess inventories won’t sell quickly. This might affect their financials, including their margins. Which probably explains why the company’s stock price saw a decline despite stellar results for the period between January and March 2021. In fact, many people now believe that DMart has to do something extraordinary to justify its lofty valuations. And while there are a few folks that are betting on the e-commerce initiative to take off in a big way, it’s unlikely it will have a credible impact on the company’s top line. It’s still a fledgling initiative and there’s absolutely no way DMart will try and expand recklessly on this front. So yeah, despite changing fortunes, DMart once again finds itself facing its biggest challenge yet. The only question then— Will the company be victorious in its pursuit or will the second wave finally halt the marauding run of the company’s stock price. Let us know your thoughts on Twitter. Until then… Share this Finshots Markets on WhatsApp or Twitter. Finshots Daily Does your fund manager have skin in the game? On April 28, 2021, SEBI introduced a new rule. They mandated key employees of asset management companies i.e. mutual fund companies to invest about 20% of their salary in the schemes they run or oversee. They’ll have to tie it up for 3 years or for the duration of the scheme, whichever is shorter. Basically, a diktat forcing fund managers and other key personnel to have their skin in the game. But what is skin in the game? That’s what we wanted to find out and if you’re interested to know more, don’t forget to read this article from Finshots Daily

ICICIdirect.com target on DMART Date: 07-May-21 Broker: ICICIdirect.com Price @ Call: 2880 Target: 11565.21 Potential: 301.57% Recommendation: HOLD

Stocks in News DCB Bank: The bank reported higher profit at Rs 77.9 crore in Q4FY21 against Rs 68.8 crore in Q4FY20; net interest income fell to Rs 311.2 crore from Rs 323.7 crore YoY. Avenue Supermarts: The company reported sharply higher consolidated profit at Rs 414.2 crore in Q4FY21 against Rs 271.5 crore in Q4FY20, revenue rose to Rs 7,411.7 crore from Rs 6,255.9 crore YoY. Bandhan Bank: The bank reported sharply lower profit at Rs 103 crore in Q4FY21 against Rs 517.3 crore in Q4FY20; net interest income climbed to Rs 1,757 crore from Rs 1,680 crore YoY. CSB Bank: The bank reported profit at Rs 42 crore in Q4FY21 against loss of Rs 59.7 crore in Q4FY20; net interest income jumped to Rs 275 crore from Rs 157.5 crore YoY. IDFC First Bank: The bank reported sharply higher profit at Rs 127.81 crore in Q4FY21 against Rs 71.54 crore in Q4Y20; net interest income rose to Rs 1,960.26 crore from Rs 1,699.98 crore YoY. Jubilant Pharmova: Subsidiary Jubilant Pharma received a favourable and unanimous judgment from the United States Court of Appeals summarily affirming Jubilant's earlier favourable rulings from the US Patent Office and the US International Trade Commission. These two rulings by the Appellate Court deny the appeals filed by Bracco Diagnostics, Inc. #DCBBANK #IDFCFIRSTB #CSBBANK #BANDHANBNK #DMART

*AVENUE SUPERMART 4QFY21 Snapshot* *AVENUE SUPERMART (DMART) 4QFY21 performance was above our estimates * *        Standalone Revenue increased by 18% YoY to INR73bn (Antique estimate INR73bn; Consensus Estimate : 72bn) *        Gross margins expanded by 117 bps YoY to 14.4% *        Staff Cost and Other expenses increased by 8% YoY to INR 1.2bn and INR 3.1bn respectively. *         EBITDA increased 48% YoY to INR 6.1 bn with EBITDA margin expansion of 170bps YoY to 8.4%  (Antique Estimate INR 5.2bn, Consensus Estimate :INR  5.5bn) *        Recurring PAT increased by 52% YoY to INR 4.3bn (Antique estimate: INR 3.5bn, Consensus Estimate : INR 3.7bn) *       The company generated operating Cash flow of INR 13.85bn in FY21 as against 12.87bn in FY20. *        The company added 13 stores in 4QFY21 taking the total to 234 stores as on Mar'21 We have a Hold recommendation on the stock, currently trading at 48.6x FY23 EV/EBITDA. #DMART

Brokers Radar ·   Bandhan Bank TGT by Jefferies at 470 ·   Avenue Supermart TGT by Morgan Stanly at 3275 ·   GSK Pharma TGT by Morgan Stanley at 1336 ·   Coal India TGT by Credit Swiss 195 ·   L&T Finance TGT by Credit Swiss at 122 ·   Asian Paints overweight by MS with TGT 3000 ·   Indusind Bank Overweight by Morgan Stanley with TGT at 1225 #BANDHANBNK #DMART #ASIANPAINT #INDUSINDBK #L&TFH

#DMART 3072- 3311 : Crossed 3250, next 3500 & more.. This post in Positional Trades (Swing,Momentum,Trending,Invest) channel on FrontPage

**DMART WEAK ON CHARTS BELOW 3150** #DMART