5 Stocks Sunil Singhania Bought This Quarter | Sunil Singhania Portolio

Sunil Singhania Portfolio Update

Stock	June 2023 Change (%)
Dynamatic Technologies Ltd	0.1%
HIL Ld	0.07%
IIFL Securiies Ltd	0.04%
ADF Foods Ltd	0.03%
Sarda Energy & Minerals Ltd	0.01%

As per data by Trendlyne,

Institutional Investors have increased holdings from 26.79% to 27.09% in Jun 2023 quarter (as per data by Trendlyne) in Dynamatic Technologies Ltd.

In ADF Foods too, Institutional Investors have increased holdings from 29.15% to 29.35% in Jun 2023 quarter.

Same is the case with Sarda Energy & Minerals Ltd. Institutional Investors have increased holdings from 6.20% to 6.31% in Jun 2023 qtr.

Dynamatic Technologies (Sunil Singhania Portfolio ) Quarterly Results

Net Sales

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
310.96	323.72	313.21	367.88	362.1

Company witnessed a 16.44% growth in net sales YoY but QoQ the number remained almost flat.

EBITDA

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
42.28	47.7	41.95	49.46	37

YoY Ebitda registered a decline of 12.48%. QoQ the decline was 25.19%.

Net Profit

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
8.17	10.04	7.02	17.56	41.36

Despite being negative on the EBITDA front , net profit of the company has risen 406% YoY. QoQ, the growth in net profits is almost 135%.

Dynamatic Technologies Shareholding Pattern

	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023
FII	10.78	10.88	11.03	11.09	11.31	16.76	16.59
DII			6.84	9.71	9.56	10.03	10.50

FIIs have been increasing their shareholding in the company since Dec 2021 .

Fund	Change in positions in July 2023
HDFC Balanced Advantaged Fund	5.02%
HDFC Infrastructure Fund	5.02%
HDFC Defence Fund	5.02%

DIIs have also been adding to their positions in the company.

Moreover, retail holding in the company has been on a downward spiral for quite some time now which implies that stock is getting more and more in the strong hands.

Dynamatic Technologies Breakout Levels

Breakout for us would be above Rs 4400 stop loss would be the low of the candle previous to the breakout candle.

HIL (Sunil Singhania Portfolio ) Quarterly Results

Net Sales

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
1084.65	763.87	767.17	863.27	1015.50

Although there is a 6.37% decline in net sales YoY, company has delivered an impressive 117% growth in revenues QoQ.

EBITDA

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
122.79	12.02	50.42	37.69	87.20

YoY EBITDA has seen a decline of 29%. QoQ, the growth in EBITDA is 231%.

Net Profit

Jun ’22 (Rs Cr)	Sep ’22 (Rs Cr)	Dec ’22 (Rs Cr)	Mar ’23 (Rs Cr)	Jun ’23 (Rs Cr)
86.46	-6.30	13.32	4.82	58.50

There is a decline of about 32% in net profits YoY, there is a growth of 1213% QoQ.

Breakout for us would be above Rs. 3275 and stop loss would be the low of the candle previous to the breakout candle.