External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Equity Bottom-Up

Container Corp of India / Equity Bottom-Up

<p>Clarity on LLF payment (and the likelihood of a 35-year lease agreement with the railways) removes a key overhang on the stock. We maintain our FY22E/FY23E EBITDA estimate. We maintain our Buy rating on expected volume and margin benefits from the DFC....</p><div class="content-highlight"><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></div>

Clarity on LLF payment (and the likelihood of a 35-year lease agreement with the railways) removes a key overhang on the stock. We maintain our FY22E/FY23E EBITDA estimate. We maintain our Buy rating on expected volume and margin benefits from the DFC....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.

DFC commissioning to drive earnings growth

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

<p>TTK Prestige: TTK Prestige's 4QFY21 beat ours as well as street's expectation. Revenue grew by 45% YoY (HSIE 31%), clocking 12% 2-year CAGR. It was broad-based growth as cookers/cookware/appliances posted 49/67/34% YoY growth. Kitchen and home appliances categories have recovered well in 2HFY21 and TTK has capitalised on the spur in demand. It gained 1-1.5% market share in cookers and cookware. However, the big surprise came at gross margin, which expanded by 200/400bps YoY/QoQ to 45.6% (40-quarter high) despite the steep raw material inflation.</p><div class="content-highlight"><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></div>

TTK Prestige: TTK Prestige's 4QFY21 beat ours as well as street's expectation. Revenue grew by 45% YoY (HSIE 31%), clocking 12% 2-year CAGR. It was broad-based growth as cookers/cookware/appliances posted 49/67/34% YoY growth. Kitchen and home appliances categories have recovered well in 2HFY21 and TTK has capitalised on the spur in demand. It gained 1-1.5% market share in cookers and cookware. However, the big surprise came at gross margin, which expanded by 200/400bps YoY/QoQ to 45.6% (40-quarter high) despite the steep raw material inflation.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.

HSIE Results Daily: Container Corporation, Alkem Labs, Emami, TTK Prestige, Mahanagar Gas

India

Container Corporation of India Limited supplies railway cargo services, via its fleet of container trains.  The Company also provides bonded warehousing services.

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Container Corp of India (CCRI IN)

DFC commissioning to drive earnings growth

Clarity on LLF payment (and the likelihood of a 35-year lease agreement with the railways) removes a key overhang on the stock. We maintain our...

Motilal Oswal

HSIE Results Daily: Container Corporation, Alkem Labs, Emami, TTK Prestige, Mahanagar Gas

TTK Prestige: TTK Prestige's 4QFY21 beat ours as well as street's expectation. Revenue grew by 45% YoY (HSIE 31%), clocking 12% 2-year CAGR. It was...

HDFC Securities

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