21st October 2020 Highlights: Markets end green, Bajaj Twins Q2, Hindustan Zinc’s Dividend, & more.

Bajaj Twins Q2, Hindustan Zinc’s Dividend, & more.


-21st October 2020-

Sensex 40,707.31 ▲ 0.40%
Nifty 11,937.65 ▲ 0.34%


The markets ended the day up by around 0.37%. The markets did a yo-yo today! The markets started the day up by around 1% and stayed there till about 1 PM after which it went down in the red. They recovered to close in the green in the last hour of trading. After a gap-up opening, the Nifty50 fell 250 points and then recovered to end the day with a marginal gain. While the drop was triggered by selling pressure in large caps such as Reliance Industries (-1.54%) and TCS (-2.23%), the recovery was powered by HDFC Bank (1.74%) and HDFC (1.51%). Among the sectoral indices, Nifty Bank (1.3%) and Nifty Metal (2.2%) were up. On the other hand, the Nifty FMCG (-0.9%) and Nifty Media (-0.6%) indices were down.

Top Gainers (Nifty)


Power Grid Rs 163.70  ▲ 4.13%

Bharti Airtel Rs 419.05  ▲ 3.51%

Tata Steel Rs 403.90  ▲ 3.04%

Hindalco Ind. Rs 185.95  ▲ 2.85%

GAIL Rs 87.65  ▲ 2.28%

Top Losers (Nifty)


Britannia Rs 3393.05  ▼ 4.46%

TCS Rs 2675.45  ▼ 2.30%

SBI Life Rs 785.35  ▼ 1.92%

Hero Moto Rs 3178.35  ▼ 1.83%

Reliance Rs 2123.25  ▼ 1.50%

Here are the top stories of the day.


Hindustan Zinc rises on strong silver sales


The producer of zinc, lead and silver posted strong Q2 results. Sales of silver grew 114% over the same period last year as compared to the total sales growth of 25%. The strong rise in silver sales was due to higher silver prices in Q2, which was further aided by the depreciation in the rupee. The company’s net profits rose 43% from the previous quarter but dropped 7% over the year due to higher depreciation, finance costs and taxes. Another reason for the stock’s rise today was its bumper dividend of ₹21.30 per share. That’s a dividend yield of 9.1% based on today’s closing price. The stock was amongst the top performers in the metals pack and was up 4.4% for the day.

L&T Infotech soars after Q2 results


Today, while other key IT stocks witnessed profit booking, L&T Infotech (LTI) bucked the trend, jumping 4.7% after announcing strong Q2 results. LTI’s profit grew 26.7% YoY and 9.7% QoQ supported by healthy revenue growth and margin expansion. The company sees opportunities as organisations increasingly embrace digital transformation. It claims to have a strong deal pipeline and recently won a deal worth over $40mn for analytics services. The company expects further traction in the digital, cloud and analytics space.

Higher provisioning in Q2 impacts Bajaj Finance

Bajaj Finance saw its Q2 net profit fall to ₹965 crore—down 36% from the same period last year—missing the street expectation of ₹1,037 crore. The sharp drop in net profit was due to large provisions to the tune of ₹1,700 crore (versus ₹594 crore in Q2 last year) made to factor in risks due to Covid-19. The company claims to have adopted a cautious approach and focused more on cutting costs rather than growing revenues. Income growth for Q2FY21 was a mere 4% YoY (reflected by its net interest income). The company expects to achieve pre-Covid levels of loan originations by March/April 2021, supported by a bounce-back in the economy in FY22. The stock witnessed selling during the day and dropped by nearly 5%, but later recovered and closed almost flat (-0.3%) for the day.


Q2 Results: Bajaj Finance, Ultratech Cement, Bajaj Finserv


Bajaj Finance

The net profit of the company in the July to September quarter was reported at Rs 964.88 crores. It was down 35.94% compared to the same quarter in the previous year.

The NBFC’s net interest income rose 4% to Rs 4,165 crores during the same period.

Consolidated AUMs rose 1% to Rs 1.37 lakh crores.

The net non-performing assets (NPA) improved. Net NPA fell to 0.37% from 0.65%.

New loans booked during the previous quarter were 3.62 million as against 6.47 million in the last year's quarter.

The shares of the company ended 0.9% low at Rs 3,232.85 per share.

What is net interest income?

Net interest income (NII) is the difference between the interest income an NBFC/bank earns from its lending activities and the interest it pays to its depositors.

Ultratech Cement

The net profit of the company jumped 113% to Rs 1,234 crores in the period under review.

Net sales rose 7.8% to Rs 10,231 crores.

"The company has shaved off Rs 4,728 crores of net debt in the first half of
this fiscal year," it said in a press release.

The stock is up 1.86% to Rs 4,629.1 per share.

Bajaj Finserv

Net profit of the company fell 18.06% to Rs 986.29 crores in the previous quarter.

Total revenue from operations rose 5.82% to Rs 15,049.58.

Bajaj Finserv is the holding company that runs other financial services businesses of the Bajaj Group.

The shares of the company fell 0.8% to Rs 5,904.15 per share. Results were announced after market hours.


Vedanta To Receive Dividend From Hindustan Zinc.


Hindustan Zinc's board had announced an interim dividend of Rs 21.3 per share, amounting to Rs 9,000 crores yesterday.

Vedanta holds a 64.92% stake in the company, on the basis of which, it will receive Rs 5,842.8 crore as a dividend.

The record date has been set as October 28. It will announce the payment date in the future.
The shares of Vedanta settled 1.96% higher at Rs 101.2 per share and those of Hindustan Zinc settled 4.6% higher at Rs 233.1 per share today.

What is an interim dividend?

Interim dividend is the dividend that is declared and distributed to the shareholders before the final profit position for the financial year is determined.

What is the record date?

The record date in the context of dividends is the cut-off date to determine which shareholders will get the dividend. A dividend is given to investors who hold the shares as on the record date.


Closing bell

Bearish and bullish forces were equally powerful in the markets today. Such days pose a challenge for directional traders. Amid this uncertainty, a wait-and-watch approach is generally preferred until the market moves decisively. In this tug of war, midcap and smallcap stocks are likely to become vulnerable.



Daily Change: 1-Day Change


🥇 Gold:  Rs 51,265  ▲ 1.20% at 6 PM

🥈 Silver:  Rs 63,700 ▲ 2.33% at 6 PM


🔀  USD-INR:  Rs 73.58/USD ▲ 0.16%


Dow Jones:  28,308.79 ▲ 0.40% - Oct 20

Nasdaq:  11,516.49 ▲ 0.33% - Oct 20



Long Term: 20-Year Returns


📈 Sensex:  12.86%

📈 Nifty:  1.44%

📊 Dow Jones:  5.19%

📊 Nasdaq:  6.18%


HAPPY INVESTING!

SEE YOU TOMORROW