Consumer Durables & EMS (Q4FY26 Results Preview): Soft summer demand, costs heat up
Cooling categories (RACs, coolers, fans) were muted due to a high base, unseasonal rains in the north, and delayed summer in the south
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Consumer Durables & EMS (Q3FY26 Results Preview): Soft durables demand, EMS growth moderate
After a subdued H1FY26, demand in most consumer durables categories remained soft through Q3FY26, though it has gained momentum since
187 Views
HSIE Results Daily: Lupin, Hitachi Energy, Berger Paints, Apollo Tyres
Lupin: EBITDA was up 30% YoY, led by 11% YoY sales growth (US: +4% QoQ, India +7% YoY) and higher GM (+197 bps YoY), which was partly offset by...
489 Views
HSIE Results Daily: Siemens, Lupin, Ashok Leyland, Bharat Forge, Steel Authority of India
Siemens: Siemens India Ltd (SIL) delivered standalone (including energy business) Q1FY25 revenue/EBITDA/APAT of INR 45/5.6/4.9bn, a miss/beat to...
327 Views
Consumer Durables & EMS (Q3FY25): Demand slackens post some festive cheer
RAC continues to shine aided by second summer season and normal channel inventory thereby supporting overall industry growth. Timely onset of...
358 Views