Stocks in news: Ajanta Pharma, Camlin, Tata Motors, Infosys

Here are stocks that are in news today:

Results today: Punjab National Bank, Marico, Ceat, Godrej Consumer, Sunteck Realty, NDTV, Alembic, Allahabad Bank, South Indian Bank, Century Textiles, Bank of India, India Overseas Bank, Century Enka, Tube Investments of India, Andhra Sugars, Infomedia 18

Infosys changes from August 21, 2011
-KV Kamath to be chairman
-Kris Gopalakrishnan to be executive co-chairman
-SD Shibulal to be MD & CEO
-No decision yet on COO position

Indiabulls Real Estate Q4 (YoY) (cr - crore, vs - versus, cons - consolidated)
-Net profit at Rs 11.7 cr vs Rs 90 lakh
-Income at Rs 561 cr vs Rs 60.7 cr

Indiabulls Real Estate Q4 (QoQ)
-Net profit at Rs 11.7 cr vs Rs 76.6 cr
-Income at Rs 561 cr vs Rs 399.7 cr

Onmobile Q4FY11(QoQ)
-Revenues: Rs 133.32 cr vs Rs Rs 148.6 cr (vs expectation of Rs 159 cr)
-Revenues lower due to change  in contractual scope involving content management responsibilities in one of the major Customers
-Adjusted revenue would have been flat at Rs 149.3 cr; flat revenue due to units like Europe and newly acquired Video products business, Jan-Mar period represents first quarter of financial year, which is generally lean in Capex orders + General weakness in European economies
-EBIDTA margin at 23% vs 23%
-Other Income: Rs 24.27 cr vs Rs 2.84 cr (Q4 income includes Rs 23.5 cr as profit on sale of investment in associate company, Ver se Innovation)
-Net Profit: Rs 26.85 cr vs Rs 20.91 cr (vs expectation of Rs 20.03 cr)

Motilal Oswal Financial Services Q4FY11
-Total revenues: Down 24% at Rs 1260 cr
-EBIDTA: Down 43% at 43.6 cr
-PAT: Down 52% at Rs 24.3 cr

Rallis India Q4
-Net profit at Rs 21.8 cr vs Rs 18.9 cr
-Net sales at Rs 192 cr vs Rs 219 cr
-EBITDA margin at 18.5% vs 15.1%

IDFC Q4FY11 (YoY)
-Income from ops: Rs 1302 cr vs Rs 1023 cr (up 27%)
-PAT: Rs 286.6 cr vs Rs 228.5 cr (up 25%);
-Gross NPA: 0.21% Vs 0.31%;
-Net NPA: 0.17% vs 0.10%

United Spirits Q4
-Net sales: Rs 1596 cr vs Rs 1252cr (up 27%)
-Net profit: Rs 77.4 cr vs Rs 56.8 cr (up 36%)
-EBIDTA Margins: 14.6% vs 15.6%
-Total exp up 29% at Rs 1396 cr vs Rs 1082 cr
((Nomura maintains Buy, target Rs 1800))
((Macquarie says PAT disappointing, cuts target to Rs 1400 from Rs 1600))

United Phosphorous Q4
-Cons revenues up 23% at Rs 1857 cr
-Cons EBITDA up 24% at Rs 367 cr
-Cons PAT up 13% at Rs 263 cr
((MS maintains Buy, uptrend to continue))
((UBS reiterates Buy, EBITDA higher than est))

Sintex Industries Q4FY11 YoY
-Total Income up 34% at Rs 1464 cr vs Rs 1093 cr
-PAT up 21% at Rs 168 cr vs Rs 139 cr
-EBITDA up 60% at Rs 310 cr vs Rs 193 cr
-OPM at 21% vs 18%
((Goldman Sachs reiterates Buy, Q4 numbers ahead of estimates))

SAIL Q4FY11 (y-o-y) (Standalone)
-Sales flat at Rs 11944 cr vs Rs 11955cr (estimate at Rs 12621 cr)
-EBITDA down 24% at Rs.2341 vs Rs 3096cr (estimate at Rs 2557 cr)
-EBITDA margin at 20% vs 26% (estimate at 20.3%)
-PAT down 28% at Rs 1507 vs Rs 2085 cr (estimate at Rs 1631 cr)
-Total expenditure Rs 10211 cr vs Rs 9471 cr (up 8%)
-Consumption of raw materials at Rs 5389 cr vs Rs 4272 cr (up 26%)

Jain Irrigation Q4
-Net profit at Rs 117 cr vs Rs 83 cr
-Net sales at Rs 1236 cr vs 958 cr
-EBITDA margin at21.7% vs 20.7%
((Nomura says nos below est but valuations attractive))

Titan Q4
-Net profit at Rs  83.8 cr vs Rs  51.2 cr
-Net sales at Rs 1778 cr vs Rs1311 cr
-OPM down 170 bps
-Titan Board approves bonus issue of 1:1, stock split from Rs 10 to Re 1, dividend of Rs 25/sh
((Nomura says numbers significantly below estimates, will revise estimates))

Alok Ind Q4
-Net profit: 22cr vs 14.7cr (up 50%)
-Net sales: 160cr vs 95cr (up 68%)
-OPM%: 25.3% vs 29%

Sterlite Tech Q4FY11 YoY
-Net Sales up 3% at Rs.682cr vs Rs.662cr
-PAT down 86% at Rs.10cr vs Rs.72cr
-EBITDA down 55% at Rs 49 cr vs Rs 110 cr
-OPM at 7% vs 17%
((Nomura says FY11 aberration, FY12 to be strong))

Other stocks and sectors that are in news today:
-GoM on Cairn-Vedanta today
-RIL-DGH officials to meet today
-Tata Motors-April sales up 13% (YoY) at 64383 vs 57199 units; down 22% (MoM)
-TVS Motor total sales up 14% at 1.67 lk units (YoY), down 12.5% (MoM)
-F&O Ban: Kingfisher, Videocon Ind
-Delhi HC adjourns bail hearing of Vinod Goenka, Sanjay Chandra to May 2
-SAIL says looking to raise Rs 3,500-4,000 crore via FPO, aim to launch FPO by June
-Jubilant Industries board  to look at restructuring agri and performance polymers businesses
-Rallis India board recommends dividend of Rs 11 per share, stock split from Rs 10 to Re 1
-Bajaj Hindusthan Board approves rights issue of up to Rs 2000 crore
-Grabal Alok Impex-Alok Ind merger deferred
-RBI may hike 25 bps in policy rates to curb inflation
-Japanese based firm Kokuyo to buy 51% stake in Camlin for around Rs 110-115/sh (BS) ((CMP: 70))
-Dabur in talks with Ajanta Pharmaceuticals to acquire its over the counter energizer brand 30 plus for under Rs 50 crore (ET)
-Sun Pharma plans to enter in the power sector looking to setup a 1000 mw power plant with an investment of around Rs 5000 crore (ET)
-PFC plans to acquire stakes in the power projects, plans to sell 15% in fresh equity shares & the govt to divest 5% stake for around Rs 6000 crore (ET)
-BP-RIL deal comes under security lens as govt clearance for BP