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#DM9 | Should You Buy Varun Beverages Now? GST on Natural Gas Beneficiary Stock | RBI New Rules

Original: #DM9 | Varun Beverages ఇప్పుడు కొన్నొచ్చా ? GST On Natural Gas వల్ల లాభపడనున్న Stock | RBI New Rules

42.7K views · Feb 18, 2021 · 12:23 min · Watch on YouTube ↗
Takeaway

Varun Beverages delivered 49% EBITDA growth and margin expansion to 9.5%; new RBI LCR rules are negative for housing finance companies.

Summary

  • Varun Beverages Q4 results: revenue ₹1,330 cr vs ₹1,220 cr (+9.1% YoY), EBITDA ₹172 cr vs ₹115 cr (+48.8% YoY), EBITDA margin 9.5%
  • Housing finance companies LCR (Liquidity Coverage Ratio) RBI guidelines analyzed as negative for HFCs
  • LCR ratio progression: 50% by end-2021, 60% by 2022, 70% by 2023, full by 2024
  • Discussion of GST on natural gas and beneficiary stock for the change
  • Analysis of RBI's new rules impact on portfolio positioning
Varun BeveragesRBIhousing finance
Original description
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