External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>Siemens: Siemens India Ltd (SIL) delivered Q3FY22 revenue/EBITDA/PAT of INR 39/3.8/3bn, beating/(missing) our estimate by 15/(10)/(3)%</li><li>The effect of the supply chain disruption and high inflation was visible with gross margin contracting 100/15bps YoY/QoQ</li><li>Higher-than-expected other expenses (219/344bps expansion YoY/QoQ) led to an EBITDA margin miss (9.7%, sequential contraction of 270bps, vs estimate of 12.3%)</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Siemens: Siemens India Ltd (SIL) delivered Q3FY22 revenue/EBITDA/PAT of INR 39/3.8/3bn, beating/(missing) our estimate by 15/(10)/(3)%The effect of the supply chain disruption and high inflation was visible with gross margin contracting 100/15bps YoY/QoQHigher-than-expected other expenses (219/344bps expansion YoY/QoQ) led to an EBITDA margin miss (9.7%, sequential contraction of 270bps, vs estimate of 12.3%)Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Siemens, Godrej Properties

<ul><li>Sustenance sales to drive Q1FY23 presales; delayed launches to result in healthy H2FY23: Oberoi reported decent sustenance presales of INR 7.5bn (+3.4x/-19%, YoY/QoQ).</li><li>Demand slowdown transitory, structural drivers remain intact: Post the recent interest rate hikes, the loan eligibility has reduced, resulting in a larger down payment funding requirement.</li><li>Demand for Grade A rental housing seeing strong traction, with rents inching up 15-20% higher than pre-COVID: Quality living is gaining traction with larger, organised, gated communities’ projects witnessing strong rental demand and pricing, which is higher than pre-COVID levels.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sustenance sales to drive Q1FY23 presales; delayed launches to result in healthy H2FY23: Oberoi reported decent sustenance presales of INR 7.5bn (+3.4x/-19%, YoY/QoQ).Demand slowdown transitory, structural drivers remain intact: Post the recent interest rate hikes, the loan eligibility has reduced, resulting in a larger down payment funding requirement.Demand for Grade A rental housing seeing strong traction, with rents inching up 15-20% higher than pre-COVID: Quality living is gaining traction with larger, organised, gated communities’ projects witnessing strong rental demand and pricing, which is higher than pre-COVID levels.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Equity Bottom-Up

HSIE Results Daily Dabur: Daburs Q1 performance was inspiring with a beat in revenue, volume and EBITDA. Revenue growth was at 32% YoY (HSIE 22%), 2-year CAGR at 7%. Domestic revenue/volume growth were at 35/34% YoY, 2-year CAGR at 12/10% vs. Britannias 12/13%, Nestles 8/6%, Maricos 7/2%, Colgates 4/0%, Emamis 3/2% and HULs 2/0%. Daburs healthcare/HPC/F&amp;B; grew 30/26/80% YoY (vs. +29/-15/-34% in Q1FY21 and +23/+33/+28% in Q4FY21). The international business saw continued recovery, growing 29% YoY.<div class="content-highlight">Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</div>

HSIE Results Daily Dabur: Daburs Q1 performance was inspiring with a beat in revenue, volume and EBITDA. Revenue growth was at 32% YoY (HSIE 22%), 2-year CAGR at 7%. Domestic revenue/volume growth were at 35/34% YoY, 2-year CAGR at 12/10% vs. Britannias 12/13%, Nestles 8/6%, Maricos 7/2%, Colgates 4/0%, Emamis 3/2% and HULs 2/0%. Daburs healthcare/HPC/F&amp;B; grew 30/26/80% YoY (vs. +29/-15/-34% in Q1FY21 and +23/+33/+28% in Q4FY21). The international business saw continued recovery, growing 29% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Dabur, Godrej Properties, Alkyl Amines and More

India

Godrej Properties, Ltd. is a real estate development company.

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Godrej Properties (GPL IN)

HSIE Results Daily: Siemens, Godrej Properties

Siemens: Siemens India Ltd (SIL) delivered Q3FY22 revenue/EBITDA/PAT of INR 39/3.8/3bn, beating/(missing) our estimate by 15/(10)/(3)%

HDFC Securities

Real Estate - Mixed Performance

Sustenance sales to drive Q1FY23 presales; delayed launches to result in healthy H2FY23: Oberoi reported decent sustenance presales of INR 7.5bn...

HDFC Securities

HSIE Results Daily: Dabur, Godrej Properties, Alkyl Amines and More

Dabur: Daburs Q1 performance was inspiring with a beat in revenue, volume and EBITDA. Revenue growth was at 32% YoY (HSIE 22%), 2-year CAGR at 7%....

HDFC Securities

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