Result Snapshot and Analysis Q2' 07 (Sept' 07) - Part 3

Till Date: 27-Oct-07

Large Cap/Midcap/Smallcap Results Analysis

Hits

1)
Dalmia Cement net rises 59.17% in Sep`07 qtr

Snapshot:

Net sales up 42.08% y-o-y
Operating margin at 43.93% as compared to 37.39%
EPS for current quarter at Rs.10.56

Summary:

At the current market price of 515.50 the stock trades at 12.27 times it's Annualized FY08E EPS of 42

2)
Tamilnadu Newsprint (TNPL) net rises 43% in Sep`07 qtr

Snapshot:

Net sales almost flat y-o-y
Operating margin at 30.41% as compared to 23.42%
EPS for current quarter at Rs.4.80

3)
NTPC net up 30.64% in Sep`07 qtr

Snapshot:

Net sales up 17.66% y-o-y
Operating margin at 30.41% as compared to 23.42%
EPS for current quarter at Rs.2.34

Summary:

At the current market price of 228.75 the stock trades at 23.17 times it's Annualized FY08E EPS of 9.87

4)
Colgate-Palmolive Q2 earnings jump 2.36 times

Snapshot:

Net sales up 13.70% y-o-y
Operating margin at 20.89% as compared to 6.33%
EPS for current quarter at Rs.4.02

Summary:

At the current market price of 385.95 the stock trades at 24.24 times it's Annualized FY08E EPS of 15.92

5)
Tulip IT Services Q2 earnings climb 30.29%

Snapshot:

Net sales up 21.46% y-o-y
Operating margin at 22.43% as compared to 15.58%
EPS for current quarter at Rs.10.79

Summary:

At the current market price of 886.85 the stock trades at 21.42 times it's Annualized FY08E EPS of 41.39

6)
Elecon Engineering Q2 net up 5.90%

Net sales up 4.70% y-o-y
Operating margin at 16.49% as compared to 17.60%
EPS for current quarter at Rs.6.67

Summary:

At the current market price of 297.15 the stock trades at 14.27 times it's Annualized FY08E EPS of 20.82

Misses

1)
Shipping Corporation (SCI) net declines 43.26% in Sep`07 qtr

Snapshot:

Net sales down 14.34% y-o-y
Operating margin at 34.99% as compared to 37.29%
EPS for current quarter at Rs.6.48

Summary:

At the current market price of 268.55 the stock trades at 8.42 times it's trailing 12 months EPS of 31.87

2)
Moser Baer net declines 87.40% in Sep`07 qtr

Snapshot:

Net sales down 10.83% y-o-y
Operating margin at 35.13% as compared to 29.04%
EPS for current quarter at Rs.0.19

Summary:

At the current market price of 302.10 the stock trades at 60.66 times it's trailing 12 months EPS of 4.98

3)
Nagarjuna Fertilizers Q2 net falls 52.18%

Snapshot:

Net sales up 10.80% y-o-y
Operating margin at 11.41% as compared to 14.91%
EPS for current quarter at Rs.0.20

Summary:

At the current market price of 56.30 the stock trades at 28 times it's trailing 12 months EPS of 0.50

4)
BEML`s net down 33.49% for Sep`07 qtr

Snapshot:

Net sales down 21.79% y-o-y
EPS for current quarter at Rs.5.95

Summary:

At the current market price of 1612 the stock trades at 30.7 times it's trailing 12 months EPS of 52.34

5)
Asahi India Q2 consolidated net falls 71.47%

Snapshot:

Net sales up 42.25% y-o-y
Operating margin at 21.64% as compared to 24.73%
EPS for current quarter at Rs.0.35

Summary:

At the current market price of 105.45 the stock trades at 34.57 times it's trailing 12 months EPS of 3.05

6)
Jindal Stainless net declines 56.91% in Sep`07 qtr

Snapshot:

Net sales down 1.49% y-o-y
Operating margin at 14.62% as compared to 20.60%
EPS for current quarter at Rs.2.62

Summary:

At the current market price of 162.55 the stock trades at 7.74 times it's trailing 12 months EPS of 21

Neutral

1)
Arvind mills net up 89% in Sep '07 qtr

Snapshot:

Net sales up 43.36% y-o-y
Operating margin at 14.18% as compared to 20.81%
EPS for current quarter at Rs. 0.47

Summary:

At the current market price of 75.20 the stock trades at 68.36 times it's trailing 12 months EPS of 1.10

For Live Result updates visit the Market News page @ http://profitfrommarketnews.blogspot.com

Note :
The information above is just an update on the current quarter results. This information is neither an offer to sell nor solicitation to buy any of the securities mentioned herein.Please perform your analysis before entering into these scripts.