HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company..
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
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Industrials (Q2FY26 Results Preview): Domestic ordering tepid, export order saviour
In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subpar. Whilst the award pipeline is pegged at INR 3.5trn,...
238 Views
HSIE Results Daily: Siemens Energy, Shree Cement, ABB India, Sundaram Finance...
Siemens Energy: Siemens Energy Ltd (SEL) delivered a muted quarter with revenue/EBITDA/APAT of INR 17.8/3.4/2.6bn, miss on our estimates by -12.1/...
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Industrials (Q1FY26 Results Preview): Ordering pick-up awaited
LT, Cummins India, Siemens Energy and Kalpataru are our top picks in the capital goods space. In the infra space, we like HG, PNC and NCC.
296 Views
HSIE Results Daily: Britannia Industries, ABB India, Thermax, Jyothy Labs...
Britannia’s Q4FY25 results were a mixed bag, coming in below estimates on volume growth (3.5% vs HSIE est of 5%) and surprising us on the...
304 Views