NSDL’s ₹4,000 crore IPO is here.
Its only rival, CDSL, has delivered a massive 1,133% return since listing.
NSDL is far bigger in custody value, but it lags in revenue and profit growth.
Should you apply? We dive into the details. A🧵
#IREDA Q3:Net Profit at ₹4.25B vs ₹3.35B (YoY), ₹3.87B (QoQ)
Revenue at ₹16.98B vs ₹12.52B (YoY)
GNPA Ratio at 2.68% vs 2.19% (QoQ)
NNPA Ratio at 1.50% vs 1.04% (QoQ)
#TataElxsi Q3: Net Profit at ��1.99B vs ₹2.29B (QoQ)
Revenue at ₹9.39B vs ₹9.55B (QoQ)
EBIT at ₹2.21B vs ₹2.39B (QoQ)
EBIT Margin at 23.49% vs 25% (QoQ)
#TCS Q3: Net Profit at ₹123.8B vs ₹119B (QoQ), Est. ₹123B. Revenue at ₹639.7B vs ₹642B (QoQ), Est. ₹643B. EBIT at ₹157B vs ₹154.6B (QoQ), Est. ₹157.6B.EBIT Margin at 24.47% vs 24.1% (QoQ), Est. 24.5%
Declared: ₹10 Interim Dividend & ₹66 Special Dividend per share.
#KingfaScience&Tech Q2: Net Profit at ₹372M vs ₹296M (YoY); ₹390.7M (QoQ). Revenue at ₹4.2B vs ₹3.51B (YoY). EBITDA at ₹558M vs ₹449M (YoY). EBITDA Margin at 13.35% vs 12.79% (YoY).
#KCPSugar&IndustriesCorp Q2: Net Profit at ₹202M vs ₹279M (YoY); ₹541M (QoQ). Revenue at ₹737M vs ₹935M (YoY). EBITDA Loss of ₹13.7M vs Profit of ₹115M (YoY).
#Marico Q2: Net Profit at ₹4.2B vs ₹3.53B (YoY); Est. ₹3.84B. Revenue at ₹26.6B vs ₹24.76B (YoY); Est. ₹26.6B. EBITDA at ₹5.22B vs ₹4.97B (YoY); Est. ₹6.31B. EBITDA Margin at 19.59% vs 20.07% (YoY); Est. 19.7%.
#SuzlonEnergy Q2: Net Profit at ₹200.6 Cr vs ₹102.3 Cr (YoY). Revenue up 47.6% at ₹2,092.3 Cr vs ₹1,417.2 Cr (YoY). EBITDA at ₹283 Cr vs ₹220.8 Cr (YoY). Margin at 13.5% vs 15.6% (YoY).
#AartiPharmalabs Q2: Net Profit at ₹546M vs ₹518M (YoY); ₹554M (QoQ). Revenue at ₹4.6B vs ₹4.4B (YoY). EBITDA at ₹937M vs ₹880M (YoY). EBITDA Margin at 20.45% vs 20.01% (YoY).
#IrisBusinessServices Q2: Net Profit at ₹38M vs ₹13M (YoY); ₹28M (QoQ). Revenue at ₹308M vs ₹240M (YoY). EBITDA at ₹50M vs ₹29M (YoY). EBITDA Margin at 16.32% vs 11.92% (YoY).
#BhartiAirtel Q2: Net Profit at ₹35.9B vs ₹41.6B (QoQ). Revenue at ₹414.7B vs ₹385B (QoQ). EBITDA at ₹229B vs ₹206.2B (QoQ). EBITDA Margin at 55.26% vs 53.55% (QoQ).
#AdaniPower Q2: Net Profit at ₹33B vs ₹65.9B (YoY). Revenue at ₹133B vs ₹129.9B (YoY). EBITDA at ₹52.76B vs ₹71.1B (YoY). EBITDA Margin at 39.55% vs 39.81% (YoY).
#AjantaPharma Q2: Net Profit at ₹2.16B vs ₹1.9B (YoY); ₹2.45B (QoQ). Revenue at ₹11.9B vs ₹10.28B (YoY). EBITDA at ₹3.1B vs ₹2.9B (YoY). EBITDA Margin at 26.22% vs 28.26% (YoY).
#MaharashtraSeamless Q2: Net Profit at ₹2.2B vs ₹2.5B (YoY); ₹1.3B (QoQ). Revenue at ₹12.9B vs ₹15.3B (YoY). EBITDA at ₹2.31B vs ₹3.32B (YoY). EBITDA Margin at 17.88% vs 21.65% (YoY).
#NESCO Q2: Net Profit at ₹1.1B vs ₹878M (YoY); ₹698M (QoQ). Revenue at ₹1.9B vs ₹1.75B (YoY). EBITDA at ₹1.2B vs ₹1.09B (YoY). EBITDA Margin at 62.24% vs 62.37% (YoY).
#IOC Q2: Net Profit at ₹1.8B vs ₹26.4B (QoQ); Est ₹32.78B. EBITDA at ₹37.73B vs ₹86.34B (QoQ); Est ₹111.2B. EBITDA Margin at 1.93% vs 4.00% (QoQ); Est 6%.
#StoveKraft Q2: Net Profit at ₹16.7 cr vs ₹16.5 cr (YoY). Revenue up 10.2% at ₹418.3 cr vs ₹379.7 cr (YoY). EBITDA at ₹49 cr vs ₹39.8 cr (YoY). Margin at 11.7% vs 10.5% (YoY).
#ParasDefence Q2: Net Profit at ₹14 cr vs ₹9.4 cr (YoY). Revenue up 42% at ₹87 cr vs ₹61.3 cr (YoY). EBITDA at ₹22.7 cr vs ₹15.6 cr (YoY). Margin at 26.1% vs 25.4% (YoY).