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Thursday 11 August 2016

Stock Update: JK Lakshmi Cement

Good results for Q1 2017 - http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/14865A7A_4DA7_42B9_9213_D55048DC67CE_165307.pdf


Monday 8 August 2016

Stock Update - Apar Industries - Q1 Investor Presentation

Q1 investor presentation - http://www.apar.com/pdf/financedata/Investors-update/2016-2017/Q1.pdf

Key points:
  • Conductor revenues subdued due to lower commodity prices
  • Specialty Oils and Lubes are likely to be impacted due to slow implementation of UDAY and increase in crude oil
  • Higher orders expected from renewable companies for cables
  • Automotive segment drove highest sales ever for Q1

Saturday 6 August 2016

Sagar Cement - July Despatch Details

One of the most important monitorables in cement businesses is their despatches. It helps keep track of how a company is doing. Keeping tabs on companies across regions provides a good understanding of production & sales.

Good to see some moderate pickup in all regions except Maharashtra & Orissa.