reports
Sanghi Industries Limited: 1 director bought
A director at Sanghi Industries Limited bought 720,000 shares at 21.900INR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...
MOSL: SANGHI INDUSTRIES (Buy)-Healthy realizations support margins ami...
SANGHI INDUSTRIES: Healthy realizations support margins amid volumes pressure (SNGI IN, Mkt Cap USD0.2b, CMP INR56, TP INR80, 44% Upside, Buy) Volumes decline, but realizations healthy…: Volumes declined 12% YoY to 0.6mt in 1QFY20 due to demand pressure in Gujarat (-11% YoY). However, realizations were up 13% YoY at INR4,562/t, resulting in revenue of INR2.7b (flat YoY; our estimate: INR2.6b). …driving an improvement in margins: Unitary cost increased 2% YoY to INR3,469/t, as savings in ...
MOSL: SANGHI INDUSTRIES (Buy)-EBITDA beat on lower-than-estimated cost...
MOSL: SANGHI INDUSTRIES (Buy)-EBITDA beat on lower-than-estimated cost-expansion plans on track(SNGI IN, Mkt Cap USD0.2b, CMP INR62, TP INR78, 25% Upside, Buy) ** Healthy growth in volumes: 4QFY19 volumes increased 14% YoY to 0.71mt as sales improved in Maharashtra. Realization declined 5%YoY to INR3,903/t; this resulted in revenues of INR2.7b (+9% YoY) (in-line). ** EBITDA/t declines marginally: Unitary cost decreased 5% YoY to INR3,252/t (our est. INR 3,543/t) due to savings in freight cost/...
MOSL: SANGHI INDUSTRIES (Buy)-Volumes impacted by unavailability of fl...
Sanghi Industries: Volumes impacted by unavailability of fleet (SNGI IN, Mkt Cap USD0.3b, CMP INR88, TP INR130, 48% Upside, Buy) Volumes remain flat YoY: SNGI’s 1QFY19 volumes including clinker were flat YoY at 0.67mt due to unavailability of fleet for road movement following e-way bill implementation. Realizations at INR4,114/t (-5% YoY, +1% QoQ) were lower than our estimate of INR 4,191/t – higher prices in April-May were offset by lower prices in June. Revenue fell 4% YoY (but grew 8% ...
MOSL: SANGHI INDUSTRIES (Buy)-Cost push impacts margins, shutdown hurt...
Sanghi Industries: Cost push impacts margins, shutdown hurts volumes (sngi IN, Mkt Cap USD0.4b, CMP INR98, TP INR134, 36% Upside, Buy) Volumes impacted by shutdown: 4QFY18 volumes including clinker fell 20% YoY to 0.62mt on account of 15 days shutdown. Realizations increased 7% QoQ to INR4,091 (est. of INR4,002), led by firm prices in Gujarat. Revenue rose 3% YoY (-9% QoQ) to INR2.5b (est. of INR2.97b). Margins impacted by cost push: Unitary cost rose 15% QoQ/30% YoY to INR3,425/t, led ...
MOSL: SANGHI INDUSTRIES (INITIATING COVERAGE)-Ready for the next leap-...
​Sanghi Industries (initiating coverage): Ready for the next leap; Diversification into new markets to bring in scale and margin expansion(SNGI IN, Mkt Cap USD0.4b, CMP INR127, TP INR157, 23% Upside, Buy)Sanghi Industries Limited (SIL) is a Gujarat-based cement company, with capacity of 4.1mt. Around ~90% of its volumes are sold in Gujarat. An integrated cement unit, SIL owns a 63MW captive power plant and a port. SIL is one of the lowest cost cement producers due to its quality limestone, loc...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.