HSIE Results Daily: Bajaj Finance, Petronet LNG, Birla Corporation, Greenlam Industries...
Bajaj Finance’s (BAF) Q2FY26 earnings were marginally lower than our estimates, with high credit costs (2.02%) partly offset by steady AUM growth...
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Cement (Q2FY26 Results Preview): Muted demand, stable prices, healthy margins
vDemand remains subdued in Q2FY26: As per discussions with cement companies, dealers and marketing executives, cement demand failed to firm up in...
166 Views
Cement: Margin Recovery Continues as Prices Firm Up
Subdued demand growth, despite a low base, cement prices continue to recover in east/south regions: Cement demand in Q1FY26 has been muted with ~4...
237 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...
253 Views
HSIE Results Daily: Titan, Infoedge, Zydus Lifesciences, Max Financial, Happiest Minds Technologies
Titan: Consolidated jewellery sales (ex-bullion) grew 27.3% YoY to INR159.9bn (in-line) powered by gold prices growth (up 25% YoY). Domestic...
344 Views