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

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

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

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

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

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

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 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

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

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 64

Food Economy Government Financial Market 64

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

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

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

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

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

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

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

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Financial Year/ Particulars Revenue (In Cr.) It brought a new set of small and big traders and investors to learn and implement their skills in their free time.

Planning 59

Planning Financial Services Retail Distribution 59

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

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 Investing 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 Investing Investments 98

Trade Brains

JANUARY 11, 2024

Financial Year Revenue (Cr.) 2020-21 ₹ 77.52 ₹ 18.32 Financial Year OPM (%) NPM (%) 2022-23 34.00% 30.00% 2021-22 37.00% 31.00% 2020-21 38.50% 23.55% 2019-20 16.91% 9.11% 2018-19 15.44% 0.94% Average (5 Years) 28.37% 18.92% Return Ratios The RoE stood at 32.26% in FY23 as compared to 37.43% in FY22. Net Profits (Cr.)

Planning 59

Planning Manufacturing Government Accounting 59

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

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

JANUARY 7, 2024

Financial Year Revenue (Cr.) 2020-21 ₹ 15,162.96 ₹ 1,226.6 Financial Year OPM (%) NPM (%) 2022-23 10.33% 3% 2021-22 1.31% -9% 2020-21 16.92% 8.10% 2019-20 15.31% -2.60% 2018-19 17.46% 3.55% Average (5 Years) 12.26% 0.61% Return Ratios The company’s RoE in FY23 was 3%, up from -12% in FY22, and the 5-year average was 0.25%.

Pharmaceutical 59

Pharmaceutical Medicine Medical Government 59

Trade Brains

MARCH 8, 2024

Industry Overview The Indian economy showed rapid growth in 2022, the second consecutive year of strong recovery following a deep economic contraction in 2020 due to the COVID-19 pandemic. 2020 59.56 Market Cap(Cr) ₹ 2,011.83cr EPS 9.43 The table below exhibits the revenue and profits of Praveg Limited over the last 5 years.

Planning 59

Planning Economy Management Portfolio 59

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

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

JANUARY 31, 2024

2020 29,903.93 Fiscal Year Operating Profit Margin Net Profit Margin 2023 95.30% 28.29% 2022 87.71% 25.56% 2021 90.74% 23.57% 2020 86.65% 16.57% 2019 93.35% 22.57% 5-year average 90.75% 23.31% Return Ratios Return on Capital Employed increased by 0.04% from 9.1% Market Cap(Cr) ₹ 1,14,374 EPS 48.38 2022 39,269.05 2021 35,552.84

Planning 59

Planning Government Distribution Economics 59

Trade Brains

JANUARY 14, 2024

Following that, we’ll go into the stock’s financials. Industry Overview The total output of the global construction market was $10.7 trillion in 2020 and is projected to increase to $15.2 The article concludes with a highlight of plans and a summary. trillion by 2030. of the global GDP.

Planning 59

Planning Transportation Distribution Government 59

Trade Brains

JANUARY 28, 2024

Particulars/ Financial Year Revenue from operations (Cr.) 2020-21 ₹ 2,780.90 ₹ 308.90 It further indicates that the company is in a position to take additional funds for its expansion Particulars/ Financial Year D/E Interest Coverage 2022-23 0.09 Market Cap (Cr.) ₹ 21,870 EPS (TTM) ₹ 24.98 Net Profit (Cr.) P/E (TTM) 55.6

Manufacturing 59

Manufacturing Government Marketing Marketing 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

Trade Brains

AUGUST 20, 2023

The figures below represent the operating revenue and net profit growth of Balkrishna Industries for the previous five financial years. Fiscal Year Operating Revenue Net Profit 2023 9,760 1,057 2022 8,295 1,435 2021 5,783 1,178 2020 4,811 960 2019 5,210 774 5-Yr CAGR 17.0% Fiscal Year Operating Profit Margin Net Profit Margin 2023 15.2

Planning 98

Planning Manufacturing Sales Accounting 98

Trade Brains

FEBRUARY 16, 2024

Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 4203 274 2022 3527 206 2021 2571 64 2020 2971 184 2019 2787 177 4-year CAGR 10.82% 11.54% Profit Margins The financials reported an operating margin of 14.2% The table below exhibits the revenue and profits of J Kumar Infraprojects over the last 5 years.

Transportation 59

Transportation Investing Investments Economy 59