HSIE Results Daily: Indian Oil Corporation, Godrej Consumers, Ambuja Cement, Gail, ACC, CDSL
IOCL reported EBITDA of INR 213bn (+11x YoY, -4% QoQ), which was broadly in line, while APAT came in at INR 130bn, marginally below estimate
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Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
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Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
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Consumer Durables: Recovery visible on growth and margin
The growth was largely led by C&W categories, which grew by 29% YoY (18% four-year CAGR), given sustained momentum in domestic infra/industrial and...
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HSIE Results Daily: Trent, V-Guard Industries, CDSL
Standalone revenue grew 53.5% YoY to INR25.4bn (HSIE: INR21.4bn). Zudio continues to anchor this exceptional growth. All fashion formats delivered...
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