HSIE Results Daily: Tata Motors, Godrej Properties, Phoenix Mills, APL Apollo
Tata Motors: TTMT posted weak performance in Q2, both at JLR and in the India business. While JLR margin lagged expectations, domestic PV and CV...
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Cement (Q2FY23 Results Preview): Healthy offtake; costs to peak out in Q2
Healthy volumes; mixed pricing trend across regions: We estimate our coverage universe of 15 companies to deliver 8% YoY volume growth (three-year...
124 Views
HSIE Results Daily: ITC, NTPC, Ashok Leyland, The Ramco Cements, Alkyl Amines
ITC: ITC delivered a strong revenue and EBITDA growth and the beat was largely on account of a sharp jump in the non-cigarette business
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HSIE Results Daily: ITC, NTPC, Ashok Leyland, The Ramco Cements
ITC: ITC delivered a strong revenue and EBITDA growth and the beat was largely on account of a sharp jump in the non-cigarette business
156 Views
Cement - Cost Inflation Continues, Margin Contracts
High volume growth on a low base YoY: We estimate that 15 companies under coverage would report ~7% QoQ aggregate seasonal sales volume decline.
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