Chemicals - Q4FY2024 - Earnings Preview (Agro-Chem SpChem)
Chemical companies with strong brands and a consistent track record are seeing traction in CSM/CDMO business opportunities as China +1 and Euro +1...
310 Views
Chemicals - Q3FY24 - Earnings Preview (Agro-Chem SpChem)
Specialty Chemicals: In Q3FY24, we expect specialty chemical companies under our coverage to give early signs of demand recovery but it is likely...
232 Views
VIP Industries Ltd - Weak Quarter; Revamping Organizational Strategy Post CEO Exit
The company reported an EBITDA margin of 9.7% against 13.9% YoY, missing our estimate by 350bps. PAT stood at Rs13.3 Cr, down 69.4% YoY.
338 Views
VIP Industries Ltd - Double Whammy – Supply Constraints and Weak Demand
VIP Industries’Q1FY24 numbers beat ourtop-line estimates but reported a major miss on EBITDA and PAT due to a significant drop in gross margins.
341 Views
Q1FY24 Consolidated Preview
Considering these factors collectively, the Q1FY24 earnings season is likely to deliver positive surprises on the margins front.
211 Views