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...
408 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...
299 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...
306 Views
HSIE Results Daily: Thermax, Deepak Nitrite, Brigade Enterprises, Crompton Consumer
During the quarter, TMX received INR 0.66bn as PSI incentive from Maharashtra government towards investment and job creation. TMX expects this...
385 Views
Crompton Consumer: Demand Softness in the near Term. Maintain BUY
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
500 Views