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Tanay Kumar Roy
Research Analyst @ IDLC Securities
Tanay Kumar Roy covers Pharmaceutical, Telecom and Consumer stocks. Before starting his career as a sell-side analyst, Tanay gathered experience as a buy-side analyst in LR Global BAMCO. He graduated from Institute of Business Administration (IBA), University of Dhaka.
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Latest from Tanay Kumar Roy
Walton Hi-Tech Industries: c63% yoy NPAT decline driven by c23% revenue decline and substantial FX loss
Sales decline is driven by the impact of higher inflationary pressure on consumers’ spending on discretionary items. 181 bps YoY increase in gross margin and opex to sale improved by 145bps in Q2 FY23. Reported foreign exchange loss in Q2 FY23 was BD...
Shopnil Paul @ IDLC Securities 29 January 2023
Berger Paints Bangladesh: c16% earnings decline driven by 692 bps margin contraction
Earnings decline was mainly driven by a 692 bps contraction in gross margin due to high raw material costs. Revenue grew sharply in Q1&2 as prices increased. However, volume declined in Q3 resulting in single digit sales growth. Costly raw materials,...
Tanay Kumar Roy @ IDLC Securities 26 January 2023
Marico Bangladesh: MARICO Q3 FY23 Earnings Update
MBL posted c13% yoy profit growth in Q3 FY23. The earnings growth was mainly driven by 7.0% yoy revenue growth. 7.0% yoy revenue growth reported in Q3 FY23. In 9M FY23, Marico posted 8.2% top-line revenue growth. Substantial growth in Non-Operating r...
Shopnil Paul @ IDLC Securities 25 January 2023
Substantial gas price hike for industries and captive power to increase costs
Natural Gas, contributing to c62% of BD’s commercial energy requirement, observed a 100%+ price hike on average. Massive price hike for power plants and industries; applicable from the 1st February, 2023. Inflationary pressure, margin erosion are lik...
Shopnil Paul @ IDLC Securities 19 January 2023
H2FY23 MPS Review: Rate cap partly eased; Macro questions addressed
Rate cap on consumer loans has been shifted upward by 300 bps 12.0%, with no rate cap for credit card loans. Variation among different exchange rates of BDT will be brought within 2.0% variation from the existing 5.0% difference. M0 growth revised up...
Shopnil Paul @ IDLC Securities 16 January 2023
Flash Report /
Bangladesh
Bangladesh: Alternative Trading Board to be launched from 4th January
Minimum holding period 3M to receive profit. Else profit will be transferred to Investors’ Protection Fund. No margin loan facility will be provided for trading of equity, debt or alternative investment securities. Circuit Breaker will be 5% daily bu...
Shopnil Paul @ IDLC Securities 3 January 2023
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