Auto - Q4FY24 - Earnings Preview
Auto OEMs: We expect Revenue/EBITDA/PAT for our OEM coverage universe to grow by ~15%/35%/36% YoY along with ~218bps improvement in EBITDA margin.
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Fundamental Longs - TVS Motors | Nestle India | Honasa
Identifying fundamental longs through earnings surprises, EPS upgrades, and management narratives. TVS Motor, Nestle India, and Honasa Consumer.
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India Equity Strategy: Input Cost Benefits Drive Earnings Growth, Revenue Contribution Muted
Q3FY24 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 5%/20%...
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HSIE Results Daily: Siemens, Eicher Motors, Infoedge, Phoenix Mills
Siemens: Siemens India Ltd (SIL) delivered muted standalone Q1FY24 revenue/EBITDA/APAT of INR 44.4/5.2/4.6bn, missing our estimates by 5.9/5.5/1.8%
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Q3FY24 Consolidated Preview
Q3FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Festival season c) Robust PMI manufacturing and Services
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