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Daily Money Show #364: Stock Market News

Original: # 364 Daily Money Show | Money Purse Stock Market News

62.1K views · Jul 26, 2022 · 16:51 min · Watch on YouTube ↗
Takeaway

Strong q/q earnings expansion and big drops in NPAs (390/258 bps) make selectively positive cases; IT attrition is actually cooling.

Summary

  • Company X reported revenue +20.8%, EBITDA +35.73%, PAT +45.5% growth with EBITDA and PAT margin improvement; q/q operating revenue +5%, EBITDA +9.7%, PAT +8.77%.
  • Segment growth: one segment +52.85% revenue with EBITDA +135.31%; another segment 18.79% disbursement growth.
  • Loan company metrics: retail deposit +65%, gross NPA improved 390 bps, net NPA improved 258 bps — strong asset-quality improvement.
  • Bonus disclosure: 327 shares each at ₹1,095, with capital allocation discussed.
  • Viewer question on rising IT company attrition rates — whether employees are switching between IT firms or leaving the sector; host notes attrition has been declining over the past few quarters.
daily-marketnpait-attrition
Original description
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