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.

Equity Bottom-Up

<ul><li>Siemens: Siemens India Ltd (SIL) delivered Q4FY22 revenue/EBITDA/APAT of INR 43.3/4.7/3.9bn, beating/ (missing) our estimate by (2.4)/(7)/0.2%</li><li>Despite inflationary headwinds, better pricing led to an EBITDA margin of 10.8%(+12/+116bps YoY/QoQ) vs our estimate of 11.4%%</li><li>Overall, the order inflow (OI) for the quarter was strong at INR 40.1bn (+25.3/-19.6% YoY/QoQ), taking the order book (OB) to INR 171.8bn (~1.2x FY22 revenue)</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 Q4FY22 revenue/EBITDA/APAT of INR 43.3/4.7/3.9bn, beating/ (missing) our estimate by (2.4)/(7)/0.2%Despite inflationary headwinds, better pricing led to an EBITDA margin of 10.8%(+12/+116bps YoY/QoQ) vs our estimate of 11.4%%Overall, the order inflow (OI) for the quarter was strong at INR 40.1bn (+25.3/-19.6% YoY/QoQ), taking the order book (OB) to INR 171.8bn (~1.2x FY22 revenue)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.

Siemens Ltd

Siemens - Strong Performance