Industrials (Q2FY23 Results Preview): Headwinds receding
In Q2FY23, the NHAI awarded just six projects, of which, two were HAM projects worth INR 30.7bn and four were EPC projects worth INR 41.2bn
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Infrastructure - Betting on Conservatism
Substantial dilution of bid qualification has exposed the sector to low quality, inadequately funded developers taking large order inflow market share
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HSIE Results Daily: PGCIL, ABB India, Cummins, Bharat Forge
PGCIL: PGCIL’s consolidated asset capitalisation in Q1FY23 declined 76.2% YoY to INR13.5bn, on a high YoY base, while consolidated Capex went up...
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Industrials - Bracing for Recovery
In Q1FY23, NHAI awarded ten projects, of which, nine were HAM projects worth INR 98.1bn and one was an EPC project worth INR 7.7bn.
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HSIE Results Daily 30 July 2021: Tech Mahindra, SRF Ltd, Colgate Palmolive and More
HSIE Results Daily Tech Mahindra: We maintain a BUY rating on Tech Mahindra (TechM), based on better-than-expected revenue performance, healthy net...
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