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Alkyl Amines buy or not

 Not many of us know how to analyse a chemical sector stock. Through this blog, I will try to help you understand the industry in the simplest possible way. Also, we will end the discussion with a comparison of Alkyl Amines with Balaji Amines and other chemical companies like Deepak Nitrite. Table Of Contents 1. Alkyl Amines Business Alkyl Amines Chemicals Ltd. was started   in 1979 by  Mr Yogesh Kothari . It  operates in  a very small segment of the chemical industry -  the   amines  and is currently one of the largest manufacturer in India (around 50%), along with Balaji Amines. Amines play a major role in the pharmaceutical industry and agrochemicals. These are primarily used as a solvent. Alkyl Amines' Business comprises of 3 major segments:- • Aliphatic Amines Methyl amines and Ethyl amines are the aliphatic amines used to make  different types of derivatives. These can also be sold directly and are used by Alkyl Amines t o produce vario...
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FY22 Q2 Results of top 4 IT giants

The results of all 4 major IT companies (as per the market share) for Q2 FY2022 are out now. This post will provide a comparison of the results of TCS, Infosys, HCL and Wipro.


    1. Tata Consultancy Services

    Tcs Q2 results date 

    08 October 2021

    TCS sales growth for Q2

    The Quarterly Results of Tata Consultancy Services are out and the company reported the consolidated revenue as Rs. 46,867 crore, which is a 16.8 per cent year-on-year growth (below expectations) and 3.2 per cent QOQ increase.

    TCS profit growth for Q2

    As per TCS quarterly results, the consolidated net profit stood as Rs. 9,624 crore, which is a 14.1 per cent year-on-year growth ( higher than analysts’ expectations) and 6.8 per cent quarter on quarter increase.

    Operating margin of TCS 

    The operating margin of TCS increased slightly to 25.6 per cent from 25.5.

    Dividend for Q2 FY 2022

    TCS delared an interim dividend of Rs 7 per share for the September quarter.


    2. Infosys

    Infosys Q2 results date 

    13 October 2021

    Infosys sales growth for Q2

    Infosys reported the consolidated revenue as Rs 29,602 crore which is a 20.3 per cent year-on-year growth and 6.1 per cent QoQ increase (above expectations).

    Infosys profit growth for Q2

    Infosys reported its consolidated net profit as Rs. 5,421 crore, which is a 12 per cent year-on-year growth and 4.3 per cent quarter on quarter increase (higher than analysts’ expectations).

    Operating margin of Infosys 

    The operating margin of Infosys dropped to 23.6 per cent because of employee wage hikes. 

    Infosys Dividend

    Infosys declared an interim dividend of Rs 15 per share for the quarter ending in September.


    How is the result of Infosys?

    Infosys has very well beaten the analsyts' estimates in terms of both profits and revenues. Also, Infosys management has increased the revenue growth guidance to 16.5%-17.5%. 

    Which stock is better TCS or Infosys?

    Based on the September quarter results, Infosys has successfully met the FY 2022 quarter targets, while TCS could not beat the revenues estimates. This led to a sharp fall in TCS stock price, while Infosys stock rallied further. In the long run, both are quality stocks and can be made a part of the portfolio.


    3. HCL technologies

    HCL Tech Q2 results date 

    14 October 2021

    HCL Tech sales growth

    HCL Tech reported the consolidated revenue as Rs 20,655 crore which is a 11.1 per cent year-on-year growth and 2.9 per cent QOQ increase (below expectations).

    HCL Tech profit growth

    HCL Tech's consolidated net profit stood at Rs. 3,259 crores, which is a 3.9 per cent year-on-year growth and 1.7% per cent quarter on quarter increase (higher than expectations). 

    Operating margin of HCL Tech 

    The operating margin of HCL Tech dropped to 23.6 per cent because of employee wage hikes. 

    Dividend

    HCL declared an interim dividend of Rs 10 per share for the shareholders.


    Is Hcl share a good buy?

    HCL tech saw profit booking after september quarter results. As per the management commentary and HCL Annual reports, the company has bagged 14 large deals worth $2.3 billion. Thus, it woukd be worth buying HCL Tech for the long term.


    4. Wipro  

    Wipro Q2 results date 

    13 October 2021

    Wipro sales growth

    Wipro reported the consolidated revenue as Rs 19,667.4 crores which is a 30.3 per cent year-on-year growth and 7.7 per cent QoQ increase (beats expectations). 

    Wipro profit growth

    Wipro reported consolidated net profit as Rs. 2,930.7 crore, which is a 18.9 per cent year-on-year growth and 9.6% per cent quarter on quarter fall due to higher tax payments (beats than analysts’ expectations.) 

    Operating margin of Wipro

    The operating margin of Wipro stood at 17.8 per cent. 

    Dividend

    Wipro did not declare any dividend for this quarter.

    Which is better hcl or wipro?

    As per Q2 results, Wipro beats both profit and revenue expectations whereas poor quarterly results of HCL technologies led to a dip in the share price. In the long run, both the stocks can be a good buy and one bad quarter should not be the parameter to judge a stock's future. Instead, this could be the right time of accumulation (Buy on Dips).


    5. TCS vs Infosys vs HCL vs Wipro Results Comparison

    Note - The consolidated Sales and Profits have been used for calculations and the stats are in % terms for a fair comparison.

    Who performed well - TCS vs Infosys vs HCL vs Wipro

    Criteria TCS Infosys HCL Tech Wipro
    Sales QoQ 3.2 6.1 2.9 7.7
    Sales YoY 16.8 20.3 11.1 30.3
    Profits QoQ 6.8 4.3 1.7 -9.6
    Profits YoY 14.1 12 3.9 18.9
    OPM 25.6 23.6 23.6 17.8
    Dividend 715 10  0
    Attrition rate 11.9 20.1 15.7 20.5


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    Frequently Asked Questions (FAQs)

    1. Which is better to invest? TCS or Infosys or HCL or Wipro?

    Infosys - As per Salil Parekh, the CEO and MD of Infosys 

     “Given this continued momentum "we have further increased our revenue growth guidance to 16.5%-17.5%." 

    HCL Technologies - HCL Tech has secured 14 large deals worth $2.3 billion, the impact of which will be visible in the coming quarters.

    Hence, HCL Tech and Infosys look more promising, though all the companies are likely to do well considering the expected growth in IT industry.

    2. Will TCS give bonus shares in 2021?

    TCS has not declared any bonus shares in this quarter.

    3. What is attition rate?

    Attrition rate of a company refers to the percentage of employees who left the organisation. Attrition rate should be lower, especially for an IT company.


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