External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

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Thematic (Sector/Industry)

<ul><li>Our power universe is expected to report a strong 30.8% YoY earnings growth, owing to better power demand in the latter part of Q4FY22 and overall improved merchant realisations</li><li>Revenue for our coverage universe is likely to improve by 7.5% YoY, while PAT is likely to grow 30.8% YoY during the quarter</li><li>The quarter also witnessed a steep rise in imported coal prices and domestic supply constraints, which led to almost 80 plants operating at low inventory levels</li></ul><p><em>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.</em></p>

Our power universe is expected to report a strong 30.8% YoY earnings growth, owing to better power demand in the latter part of Q4FY22 and overall improved merchant realisationsRevenue for our coverage universe is likely to improve by 7.5% YoY, while PAT is likely to grow 30.8% YoY during the quarterThe quarter also witnessed a steep rise in imported coal prices and domestic supply constraints, which led to almost 80 plants operating at low inventory levelsContent 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.

Power: Better Realisation and Low YoY Base to Boost PAT

Equity Bottom-Up

<ul><li>Sobha: Sobha (SDL) reported strong quarterly presales of 1.3msf (+17%/-2% YoY/QoQ), valued at INR 10.5bn.</li><li>Bengaluru saw a significant rebound from the previous quarter, accounting for 73% of total presales volume (vs 59% in the previous quarter).</li><li>SDL achieved the highest-ever cash inflow of INR 10.6bn (+22%/+16% YoY/QoQ) on the back of the highest-ever residential cash collection of INR 8.4bn.</li></ul><div class="content-highlight"><em>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.</em></div>

Sobha: Sobha (SDL) reported strong quarterly presales of 1.3msf (+17%/-2% YoY/QoQ), valued at INR 10.5bn.Bengaluru saw a significant rebound from the previous quarter, accounting for 73% of total presales volume (vs 59% in the previous quarter).SDL achieved the highest-ever cash inflow of INR 10.6bn (+22%/+16% YoY/QoQ) on the back of the highest-ever residential cash collection of INR 8.4bn.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: ONGC, ACC, Voltas, NHPC, Oil India, G R Infraprojects, Galaxy Surfactants,...

<p>Sobha: Sobha's (SDL) Q1FY22 was subdued with presales volume at 0.9msf (38%/-33% YoY/QoQ). Presales value declined by 36.3% QoQ to INR 6.8bn. Real estate collections slipped to INR 5.5bn (vs INR 7.2bn in Q4FY21). The launch pipeline is robust at 12.6msf with 56% of launches planned for Bengaluru. To tame the commodity inflation and protect margins, SDL reversed discounts and took selective 2-3% price hikes in a few projects. Net debt reduced marginally by 1% QoQ to INR 28.2bn and is expected to reduce further, led by sales momentum, forthcoming launches, and a stable pricing environment.</p>
<div class="content-highlight"><em>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.</em></div>

Sobha: Sobha's (SDL) Q1FY22 was subdued with presales volume at 0.9msf (38%/-33% YoY/QoQ). Presales value declined by 36.3% QoQ to INR 6.8bn. Real estate collections slipped to INR 5.5bn (vs INR 7.2bn in Q4FY21). The launch pipeline is robust at 12.6msf with 56% of launches planned for Bengaluru. To tame the commodity inflation and protect margins, SDL reversed discounts and took selective 2-3% price hikes in a few projects. Net debt reduced marginally by 1% QoQ to INR 28.2bn and is expected to reduce further, led by sales momentum, forthcoming launches, and a stable pricing environment.
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: Petronet LNG , NHPC, Sobha

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

<p>In-line as higher other income offsets lower generation Motilal Oswal values your support in the Asiamoney Brokers Poll 2021 for India Research, Sales, Corporate Access and Trading team. We request your ballot....</p><div class="content-highlight"><em>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.</em></div>

In-line as higher other income offsets lower generation Motilal Oswal values your support in the Asiamoney Brokers Poll 2021 for India Research, Sales, Corporate Access and Trading team. We request your ballot....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.

In-line as higher other income offsets lower generation

<p>Deccan Cement: In 4QFY21, Deccan Cement's (DECM) utilisation firmed up to 94%, riding on strong demand in the Andhra Pradesh and Tamil Nadu markets. Along with low base of last year, this has led to 50% YoY (4% QoQ) volume uptick. While NSR cooled off 1% QoQ, it remained 13% higher YoY. These drove revenue/EBITDA/APAT by 73/227/ 231% YoY. Elevated maintenance expense more than offset op-lev gains and WHRS benefits. DECM's 2mn MT expansion is expected to gain pace FY22 onwards once COVID impact normalises.</p><div class="content-highlight"><em>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.</em></div>

Deccan Cement: In 4QFY21, Deccan Cement's (DECM) utilisation firmed up to 94%, riding on strong demand in the Andhra Pradesh and Tamil Nadu markets. Along with low base of last year, this has led to 50% YoY (4% QoQ) volume uptick. While NSR cooled off 1% QoQ, it remained 13% higher YoY. These drove revenue/EBITDA/APAT by 73/227/ 231% YoY. Elevated maintenance expense more than offset op-lev gains and WHRS benefits. DECM's 2mn MT expansion is expected to gain pace FY22 onwards once COVID impact normalises.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.

India

NHPC Ltd is a hydro-power development company based in India. The Company has constructed approximately 11 hydro-power projects in India and abroad with a total installed capacity of 2554.35 MW.

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NHPC (NHPC IN)

Power: Better Realisation and Low YoY Base to Boost PAT

Our power universe is expected to report a strong 30.8% YoY earnings growth, owing to better power demand in the latter part of Q4FY22 and overall...

HDFC Securities

HSIE Results Daily: ONGC, ACC, Voltas, NHPC, Oil India, G R Infraprojects, Galaxy Surfactants,...

Sobha: Sobha (SDL) reported strong quarterly presales of 1.3msf (+17%/-2% YoY/QoQ), valued at INR 10.5bn. INR 10bn in quarterly sales seems to be...

HDFC Securities

HSIE Results Daily: Petronet LNG , NHPC, Sobha

Sobha's (SDL) Q1FY22 was subdued with presales volume at 0.9msf (38%/-33% YoY/QoQ). Presales value declined by 36.3% QoQ to INR 6.8bn. Real estate...

HDFC Securities

In-line as higher other income offsets lower generation

In-line as higher other income offsets lower generation Motilal Oswal values your support in the Asiamoney Brokers Poll 2021 for India Research,...

Motilal Oswal

HSIE Results Daily: NHPC, Deccan Cement

Deccan Cement: In 4QFY21, Deccan Cement's (DECM) utilisation firmed up to 94%, riding on strong demand in the Andhra Pradesh and Tamil Nadu...

HDFC Securities

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