Industrials - Stable Awards, Pick-Up in Execution
In Q4FY23, the NHAI awarded 74 projects, of which 55 were HAM projects worth INR 455bn and 16 were EPC projects worth INR 215bn
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HSIE Results Daily: Berger Paints, Voltas, Aditya Birla Fashion and Retail, Kansai Nerolac
Berger Paints: BRGR delivered an in-line top-line (5.6% YoY three-year CAGR: 17% INR27bn) whose three-year CAGR was at par with APNT’s
315 Views
Industrials (Q3FY23 Results Preview): All set for a robust Q3FY23
In Q3FY23, the NHAI awarded 19 projects, of which nine were HAM projects worth INR 70.3bn and ten were EPC projects worth INR 97.1bn
274 Views
HSIE Results Daily: ITD Cementation, Repco Home Finance
ITD Cementation: ITD Cementation (ITD) reported Q1FY23 revenue/EBITDA/APAT at INR 11/0.9/0.3bn, missing our estimates on all fronts by 8/16/24.4%
279 Views
ITD Cementation- Forensic Analysis
Forensic alarms include re-statement of key line items, high growth of unbilled revenues, cash generation issues among others as highlighted in the...
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