Asian Paints - Miss on All Fronts; Industry Challenges Persist
Asian Paints (APNT) registered weak 2Q performance with a 5%/7% YoY decline in consolidated/standalone revenue. Decorative volumes dipped 0.5% YoY
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Jubilant FoodWorks - Stable Performance; Focus on Network Expansion
Jubilant Foodworks (JUBI) reported standalone sales growth of 9% YoY to INR14.7b (in line), led by 20% order growth.LFL grew 2.8% (in line).
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Samvardhana Motherson - Weak Result; 2HFY25E to Be Better
Samvardhana Motherson (MOTHERSO) reported muted results, with an EBITDA margin of 8.8%, down 80bp QoQ (vs. est. 9.4%), hit by global PV industry...
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ONGC -Volume Growth Key Catalyst in FY26
ONGC’s reported EBITDA stood at INR182b (flat YoY) in 2QFY25, in line with our estimate. PAT was 30% above our estimate, mainly aided by higher...
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Siemens - Riding Capex Through Tech-Driven Offerings
We attended Siemens Innovation Day, where the company highlighted its key products and solutions that it has established for its customers.
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