External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

India Financials / Thematic (Sector/Industry)

<ul><li>Siemens: Siemens India Ltd (SIL) delivered strong standalone Q2FY24 revenue/EBITDA/APAT of INR 53.1/7.9/6.3bn, beating our estimates by (1.6)/17/13%</li><li>EBITDA margin stood at 14.8% (241bps/305bps YoY/QoQ) vs our estimate of 12.4% on the back of better volumes and pricing</li><li>SIL received new orders worth INR 51.8bn (+7.1/-13.2% YoY/QoQ), which is strong, given the election quarter and delays in government project awarding</li></ul><p><em>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.</em></p>

Siemens: Siemens India Ltd (SIL) delivered strong standalone Q2FY24 revenue/EBITDA/APAT of INR 53.1/7.9/6.3bn, beating our estimates by (1.6)/17/13%EBITDA margin stood at 14.8% (241bps/305bps YoY/QoQ) vs our estimate of 12.4% on the back of better volumes and pricingSIL received new orders worth INR 51.8bn (+7.1/-13.2% YoY/QoQ), which is strong, given the election quarter and delays in government project awardingContent 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: Siemens, DLF, JK Cement