Advisor Perspectives

MARCH 29, 2023

I’ve received more emails and calls from clients on the failure of SVB Bank than I did on the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets.

Banking 52

Banking Economy Financial Market Clients 52

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) What you missed in our Monday linkfest.

Accounting 130

Accounting Startup Financial Advising Valuation 130

The Big Picture

JANUARY 14, 2024

The Conversation ) • Extreme Weather and Financial Market Uncertainty : Extreme weather can have signficiant effects on business performance— creating significant uncertainty about outcomes for those businesses. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Trade Brains

FEBRUARY 14, 2024

Particulars/ Financial Year Revenue (Cr.) 2020-21 ₹ 1,520.63 ₹ 995.75 2020-21 ₹ -18.78 ₹ 53.39 Particulars/ Financial Year Debt to Equity Titagarh Railsystems Jupiter Wagons 2022-23 0.71 Particulars/ Financial Year Interest Coverage Titagarh Railsystems Jupiter Wagons 2022-23 3.24 crore and Rs. crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Trade Brains

NOVEMBER 17, 2023

Financial Year Revenue (Cr.) 2020-21 12.98 -2.37 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% Financial Year Debt to Equity Interest Coverage 2022-23 0.46

Government 115

Government Engineering Distribution Planning 115

Trade Brains

OCTOBER 20, 2023

From 2020 to 2030, it is expected to grow at a CAGR of 12.3%. The table below shows the leverage ratios of Zydus Lifesciences for 5 financial years: Year Debt to Equity Interest Coverage Ratios 2023 -0.03 From 2016 to 2019, the Indian pharmaceutical sector increased at a compound annual growth rate (CAGR) of 6.6%. 2022 nil 26.3

Pharmaceutical 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Trade Brains

JUNE 30, 2023

This gives it a 4-year CAGR growth of 25.50% The table below showcases the revenue growth of Adani Wilmar Vs Patanjali Foods for the last five financial years. 2020 29,766.98 The table below showcases the profit growth of Adani Wilmar Vs Patanjali Foods for the last five financial years. 77 2020 460.87 2020 17 227.59

Food 105

Food Planning Manufacturing Retail 105

Trade Brains

SEPTEMBER 14, 2024

Financial Highlights Of Concord Control Systems Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 15.87 The company has shown strong financial performance in recent years. crore in March 2020 to ₹65.52 crore in March 2020 to ₹17.74 Net Profit (Crores) 1.04 Earnings per share (₹) 2.49

Transportation 85

Transportation Manufacturing Government Distribution 85

Trade Brains

SEPTEMBER 1, 2023

During this timeframe, the CAGR growth of the company stands at 7.60% which can be considered low for the company The table below shows the total revenues of Talbros Automotive Components for 5 financial years: Financial Year Revenue ( in Crores) 2019 ₹ 482.85 2020 ₹ 385.29 2021 ₹ 444.2 2022 ₹ 577.24 2023 ₹ 647.2

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

JANUARY 21, 2024

The Dedicated Freight Corridor (DFC), which began operation in 2020 achieved the milestone of running one lakh trains. It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers. 2020 ₹129.03 ₹(0.13) 2019 ₹216.55 ₹88.67 Market Cap (Cr.)

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Trade Brains

AUGUST 9, 2023

This gives the company a 5-year CAGR growth of 13.24% The table below showcases the total revenue and the CAGR of MRF Ltd and Balkrishna Industries for the last five financial years. Fiscal Year MRF Balkrishna 2019 16484 54281 2020 16574 50620 2021 16373 59553 2022 19633 87330 2023 23261 101060 5-year CAGR 7.13% 13.24% (Figures in Rs.

Planning 97

Planning Manufacturing Marketing Marketing 97

Discipline Funds

SEPTEMBER 6, 2023

Real wages surged in 2020 in large because inflation lagged. So there was a brief respite in 2020 where it looked like the stimulus had no downside, but then the inflation came home to roost and we were reminded that there are no free lunches in the financial world. Real wages rope-a-doped us. Meanwhile, CPI is up 18%.

Food 65

Food Economy Government Financial Market 65

Trade Brains

NOVEMBER 6, 2023

Financial Year Revenue (Cr.) 2020-21 1,988.19 -123.54 Financial Year OPM (%) NPM (%) 2022-23 6.50% 2.66% 2021-22 2% -2.81% 2020-21 0.65% -6.21% 2019-20 8.72% 1.63% 2018-19 7.63% 3.93% Average (5 Years) 5.10% -0.16% Return Ratios Force has RoE 7.38% in FY23 as compared to -5.08 2020-21 0.35 -5.23 2019-20 3,080.52

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

APRIL 26, 2023

This benefitted multiple companies which earn from activities in the financial markets. an Indian stock broking company that got listed in 2020, and try to assess its future prospects. million to 36 million showcasing higher participation of retail investors in the stock market. in 2012 to 8.1%

Planning 52

Planning Retail Distribution Accounting 52

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. The Loss in FY22 came as the Company set aside provisions for its NPAs. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

JANUARY 17, 2024

Particulars/ Financial Year Revenue (Cr.) 2020-21 ₹ 19,159.59 ₹ 33,498.14 ₹ 2,388.51 ₹ 2,284.68 Particulars/ Financial Year Debt to Equity Interest Coverage Cipla Sun Pharma Cipla Sun Pharma 2022-23 0.02 43 72 2020-21 0.1 Net Profit (Cr.) 2021-22 ₹ 21,763.34 ₹ 38,654.49 ₹ 2,546.65 ₹ 3,405.82 and 0.12, respectively.

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Trade Brains

MARCH 3, 2024

Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 968 24 2022 1178 65 2021 930 76 2020 383 -14 2019 546 45 4-year CAGR 15.39% -14.54% Profit Margins The financials reported an operating margin of 7% and a net profit margin of 2.5% 2020 -0.19 -5.31% 2019 16.72 2020 0.73 -0.04 5-year average 10.96

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

JULY 9, 2023

Industry Overview Financial markets worldwide as well as in India experienced sharp movements in the last three years brought forward by the Covid-19 led-pandemic, the breakdown of global supply chains, Russia’s invasion of Ukraine, the energy crisis, the slowdown in the developed nations and more. Fiscal Year PAT Margin RoE 2023 91 1.28

Investing 52

Investing Investments Portfolio Financial Market 52

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. 1 The financial markets are where we allocate our savings. stock market return you have to be willing to endure 2.5X

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Brown Advisory

MAY 20, 2020

Our Communications to Clients Regarding the COVID-19 Outbreak ajackson Wed, 05/20/2020 - 09:19 In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to (..)

Communication 52

Communication Clients Financial Market Planning 52

Brown Advisory

MAY 20, 2020

Wed, 05/20/2020 - 09:19. In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to our clients.

Communication 52

Communication Clients Financial Market Planning 52

Trade Brains

MARCH 10, 2024

Particulars/ Financial Year Revenue (Cr.) 2020-21 ₹ 912.03 ₹ 13.72 Manufacturing costs were also kept under control, which helped margins improve, according to the financials. Particulars/ Financial Year D/E Interest Coverage 2022-23 0.08 2020-21 0.07 Market Cap (Cr.) ₹ 12,796 Stock P/E (TTM) 71.46

Electronics 64

Electronics Manufacturing Engineering Accounting 64

The Irrelevant Investor

JUNE 12, 2021

By Scott Galloway) Financial markets are riddled with inefficiencies (By John Street Capital) Before the 2020 selloff, U.S. Articles I’ve lost a lot of other people’s money. (By

Media 52

Media Financial Market Investments Investing 52

Trade Brains

MAY 31, 2023

Fiscal Year Operating sales(Cr) Operating profit(Cr) Net profit(Cr) 2023 11,301 2165 1221 2022 7,663 1356 687 2021 5,808 961 406 2020 4,685 465 89 2019 6,742 457 73 5-yr CAGR 10.888 36.49 CMP ₹ 565 Market Cap(Cr.) ₹ 7,136 Cr EPS ₹ 95.9 Fiscal Year Operating Profit Margin(%) Net Profit Margin(%) 2023 19.90 Stock P/E 5.90

Planning 98

Planning Manufacturing Food Government 98

Trade Brains

OCTOBER 19, 2023

During the year, the Dunkin brand unveiled a new restaurant design in India following the acquisition of Dunkin’ by Inspire Brands in 2020. Particulars / Fiscal Year 2019 2020 2021 2022 2023 5 Year CAGR Jubilant Foodworks - Revenue ₹3,530.67 ₹3,885.78 ₹3,268.80 ₹4,331.10 ₹5,095.90 437 Cr to Rs. 155 Cr in FY22 to Rs. 263 Cr in FY23.

Food 111

Food Sales Commission Planning 111

Trade Brains

JANUARY 4, 2024

2020 1942.84 -211.17 Fiscal Year RoCE RoE 2023 39.71% 31.56% 2022 60.27% 48.23% 2021 52.30% 45.02% 2020 -30.67% -29.79% 2019 4.65% 4% 5-year average 25.25% 19.87% Leverage Ratios Tanla Platforms has a debt-to-equity ratio of 0 times for the last four financial years. The company became a debt-free company on March 31, 2020.

Planning 69

Planning Communication Certification Healthcare 69

Trade Brains

SEPTEMBER 15, 2023

This gives the company an exceptional CAGR of 46.65% on its net profit during the last five financial years. 4 2020 0.33 Year Total Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 514.02 2021 454.59 -11.99 Though the company has its margins, it is still comparatively low as it has high operating expenses. 6 2021 0.12

Planning 105

Planning Manufacturing Compliance Commission 105

Trade Brains

AUGUST 17, 2023

The figures below represent the revenue and net profit of Elecon Engineering Company over the previous five financial years. Fiscal Year Operating Revenue Net Profit 2023 1,530 237 2022 1,212 140 2021 1,045 58 2020 1,088 90 2019 1,223 70 (figures in Rs Cr) How is it that profits grew multifold while sales scaled at a slower pace?

Engineering 98

Engineering Manufacturing Sales Investments 98

Trade Brains

AUGUST 12, 2023

The figures below highlight the growth in operating revenue and net profit of KPI Green Energy over the past five financial years. The table below presents the operating profit margin and net profit margin of KPI Green Energy over the previous five fiscals. Fiscal Year Operating Margin Net Profit Margin 2023 29.4 in FY23 respectively.

Government 98

Government Accounting Investments Investing 98

Trade Brains

JULY 27, 2023

Jindal Steel & Power vs Jindal Stainless: The shares of various steel companies rallied in the financial year 2020-21 as they announced record earnings because of volume growth and margin expansion. Particulars / Year 2023 2022 2021 2020 2019 JSPL - OPM 13.9 Particulars / Year 2023 2022 2021 2020 2019 JSPL - RoCE 13.5

Planning 98

Planning Manufacturing Accounting Portfolio 98

Trade Brains

DECEMBER 25, 2023

Financial Year Revenue (Cr.) 2020-21 ₹ 593.58 ₹ 45.20 Financial Year OPM (%) NPM (%) 2022-23 15.32% 11.10% 2021-22 12.15% 8.84% 2020-21 11.93% 7.61% 2019-20 7.30% 5.81% 2018-19 6.54% 0.70% Average (5 Years) 10.64% 6.81% Return Ratios In FY23, the RoE was 17.11%, up from 14.11% in FY22. Net Profits (Cr.) 2018-19 0.15

Planning 64

Planning Manufacturing Engineering Government 64

Trade Brains

OCTOBER 5, 2023

The table below shows the Total income and net profit of Siyaram Silk Mills for 5 financial years: Year Total income (In crores) Profit after tax (In crores) 2023 ₹2272 ₹250 2022 ₹1939 ₹216 2021 ₹1130 ₹3.5 Let us now study how the company has performed on the margins front.

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

FEBRUARY 18, 2024

Particulars/Financial Year Revenue (Cr.) 2020-21 ₹ 786.46 ₹ 135.87 Particulars/Financial Year RoE (%) RoCE (%) 2022-23 15.42% 19.10% 2021-22 14.29% 17.42% 2020-21 19.42% 21.96% 2019-20 23.51% 24.80% 2018-19 18.19% 22.47% Average (5 Years) 18.16% 21.15% Debt Analysis The debt-to-equity ratio was 0.12 Net Profit (Cr.)

Planning 59

Planning Medical Healthcare Manufacturing 59

Trade Brains

SEPTEMBER 7, 2023

The table below highlights the revenue and net profit growth of Olectra Greentech Vs JBM Auto over the past five financial years. Particulars / Fiscal Year 2019 2020 2021 2022 2023 Olectra Greentech - Operating Profit Margin - 8.918 2.513 7.172 14.265 10.8 JBM Auto - Net Profit Margin 4.36 and 11.86% in FY23 respectively. times and 2.35

Manufacturing 116

Manufacturing Investing Investments Transportation 116

The Irrelevant Investor

JUNE 4, 2021

Remember when bear markets used to last more than a few months? Everything moves faster these days, especially financial markets. He thinks that what we saw in 2020 is the norm, in terms of how quickly stocks fell and then recovered. Prolonged bear markets, he says, could be a thing of the past.

Marketing 52

Marketing Marketing Economy Government 52