In today’s briefing:
- Beyond 280 #7 | Shopee’s India Playbook
- HSIE Results Daily: Nestle India, PNC Infratech
- HSIE Results Daily: Nestle India, PNC Infratech
Beyond 280 #7 | Shopee’s India Playbook
- We speak to a B2B e-commerce consultant who onboards companies looking to sell on platforms like Amazon, Flipkart, Meesho & Shopee.
- Shopee’s approach to a deal based app is seeing encouraging responses both from customers and sellers.
- Indian E-Com has its own nuances, and there is a possibility that growth projections companies operating in the Industry may be overstated.
HSIE Results Daily: Nestle India, PNC Infratech
- PNC Infratech: PNC Infratech (PNC) reported a muted quarter (owing to delay in execution of Jal Jeevan Mission (JJM) projects) with revenue/EBITDA/APAT of INR 15.2/2/1.1bn missing our estimates by 8/10/20%.
- Whilst FYTD22 order inflow was tepid at INR 27bn, PNC maintained its INR 80bn order inflow target for FY22. In the water segment (INR 41bn OB), PNC has INR 32bn OB under JJM (ex of INR 23.4bn of new JJM projects won Jan-22).
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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: Nestle India, PNC Infratech
- PNC Infratech: PNC Infratech (PNC) reported a muted quarter (owing to delay in execution of Jal Jeevan Mission (JJM) projects) with revenue/EBITDA/APAT of INR 15.2/2/1.1bn missing our estimates by 8/10/20%.
- Whilst FYTD22 order inflow was tepid at INR 27bn, PNC maintained its INR 80bn order inflow target for FY22. In the water segment (INR 41bn OB), PNC has INR 32bn OB under JJM (ex of INR 23.4bn of new JJM projects won Jan-22).
- .
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.
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