bullish
Havells India (Q2FY25): Near-term blip an opportunity to ADD
While Havells’ Q2 revenue print (+16% YoY) surprised positively (+3% vs HSIE), its operational performance disappointed with EBITDAM falling by 120bps YoY to 8.4% (HSIE: 10.6%)
What is covered in the Full Insight:
- Introduction and Overview
- Financial Performance in Q2FY25
- Segment Analysis
- Lloyd's Performance
- Future Outlook and Investment Thesis
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 17-minute read)
Discussions
(Paid Plans Only)
x