June 18, 2020 - Jeena Scriptech Alpha Advisors

Bharat Heavy Electricals Ltd
Housing Finance
FV – Rs 2; 52wks H/L –75.5/19.2; TTQ – 1.7 Crores; CMP – Rs 31 (As On June 18, 2020);

Market Cap – Rs 10847 Crs

Consolidated Financials and Valuations (Amt in Rs Crs unless specified)

	Equity Capital	Net worth	Debt	Total Sales	PAT	BV (Rs)	EPS (Rs)	P/E	P/BV	Promoter’s Stake
FY20	696.41	28652	5023	22054	-1468	82	-4.2	–	0.3	63.17

Financials:

Particulars	2020	2019	2018	2017	2016
	(Rs. Crs)
Networth	28652	30866	32331	32388	33173
Sales	22054	31029	29753	30490	27810
PAT	-1468	1009	1215	455	-896

Price History:

Year	Open (Rs.)	High (Rs.)	Low (Rs.)	Close (Rs.)
2016	169	175	90.4	121.05
2017	121	182.65	82.3	92.6
2018	92.9	108	61.55	73
2019	73.85	78.75	41.35	43.45
2020	43.55	47.75	19.2	27.45

On 28 September 2017, there was a bonus issue of 1:2.

Dividend Declared:

Year	2016	2017	2018	2019
Dividend (Rs.)	1.2	1.58	1.82	1.2

Notifications:

BHEL commissions 270 MW Thermal power plant in Telanqa. (https://www.bseindia.com/xml-data/corpfiling/AttachHis/ee536ab9-201c-42f7-92a1-3dd4e403953e.pdf)

BHEL invites Global OEMs to Leverage Its Facilities and Capabilities to ‘Make in India’ (https://www.bseindia.com/xml-data/corpfiling/AttachHis/24f33bd2-22f8-4f1e-b44b-52282c25b4ba.pdf)

BHEL has signed a MOU with Energy Efficiency Services Ltd (EESL) for electric mobility on various highways pan India. (https://www.bseindia.com/xml-data/corpfiling/AttachHis/9467a61f-ed43-44dc-b336-352fc2aa0b0b.pdf)

BHEL launches multi-dimensional Transformation Strategy; Focuses on converting challenges of rapidly changing business environment into opportunities (https://www.bseindia.com/xml-data/corpfiling/AttachHis/575b8d43-f2ca-4f34-8433-d0c584ce6a72.pdf)

BHEL commissions 14 Pumping Units of Kaleshwaram Lift Irrigation Scheme in Telangana in a record period of six months (https://www.bseindia.com/xml-data/corpfiling/AttachHis/7347536b-c73a-4fbd-9e60-9b35242f3934.pdf)

BHEL wins order for R&M and Upratinq of Chilla HEP (https://www.bseindia.com/xml-data/corpfiling/AttachHis/ccb78a3e-2af2-4eb6-ba2a-dd8ebf9db400.pdf)

BHEL commissions 800 MW supercritical thermal power plant in Gujarat (https://www.bseindia.com/xml-data/corpfiling/AttachHis/54f32010-c173-47b6-9056-27e02822b416.pdf)

BHEL Net Profit up by 51%; 100% Dividend Declared Renewed Thrust on Diversification to Drive Next Wave of Growth (https://www.bseindia.com/xml-data/corpfiling/AttachHis/3b017cb3-b33e-4ad1-af0f-16b6eb68c4fe.pdf)

BHEL wins Rs.450 Crore order for Emission Control System (https://www.bseindia.com/xml-data/corpfiling/AttachHis/567fc503-8bb3-4a9c-991b-d3bb5048a604.pdf)

BHEL has invested Rs 5.0 Cr (five crores only) as equity in NEELANCHAL ISPAT NIGAM LIMITED (NINL) (https://www.bseindia.com/xml-data/corpfiling/AttachHis/9de3d3df-dcff-4339-8c94-016fb03f75e8.pdf)

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20200618-35

1. Scrip code : 533270
Name : Bedmutha Industries Limited
Subject : Company Bags Export Tender Worth 816345 US$
Company bags Export Tender worth 816345 US$

2. Scrip code : 500690
Name : Gujarat State Fertilizers & Chem.Ltd
Subject : Discontinuation Of Manufacturing Operations Of Fibre Unit And Polymers Unit Of The Company.
In terms of regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015, it is hereby informed that the Board of Directors at their meeting held on 18th June, 2020 has decided to discontinue manufacturing operations of its Fibre Unit situated at Kosamba, Dist: Surat – 394 120 and Polymers Unit situated at Nandesari, Dist: Vadodara – 391 346. The Company is planning to set up new Project at its Polymers Unit by appointing Consultant. For its Fibre Unit, the Company is evaluating various options to utilize existing land and infrastructure facilities available there at including development of logistic park or suitable project for which Consultant is being appointed. However, the final decision will be taken after report of Consultant. The closure does not have any adverse effect on operations of the Company as the total contribution of these units in total margin of the company is negligible.

3. Scrip code : 532555
Name : NTPC Limited
Subject : Declaration Of Commercial Operation Of Unit-1 Of 150 MW Of Kameng Hydro-Electric Project (4X150 MW) Of North Eastern Electric Power Corporation Limited (A Wholly Owned Subsidiary Company Of NTPC Limited)
In line with the Corporate Disclosure requirements, we wish to inform that Unit-1 of 150 MW of Kameng Hydro-Electric Project (4×150 MW) of North Eastern Electric Power Corporation Limited (a wholly owned subsidiary company of NTPC Limited) is declared on commercial operation w.e.f 00:00 Hrs. of 17.06.2020. With this, the commercial capacity of NTPC group has become 61,936 MW.