Electronics Manufacturing Services: India EMS: scaling into a multi‑year upcycle
The sector delivered a robust 24% revenue CAGR over FY19–24, with growth expected to accelerate further to 27% CAGR over FY24–29E
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HSIE Results Daily: Kaynes Technology, LIC Housing Finance, CreditAccess Grameen
Kaynes Technology: Kaynes’ revenue grew 54% YoY at INR 9.85bn, supported by a strong order book. Gross margins significantly expanded by 720bps YoY...
319 Views
HSIE Results Daily: Bajaj Auto, TVS Motor, Federal Bank, Petronet LNG
Bajaj Auto: Bajaj Auto’s Q3FY25 EBITDA margin at 20.2% was ahead of our estimate of 19.9% and in line with the Bloomberg consensus estimate of 20.2%
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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...
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HSIE Results Daily: Larsen & Toubro, Prestige Estates, Voltas, Kaynes Technology
Larsen & Toubro: Larsen & Toubro (LT) reported revenue/EBITDA/APAT at INR 615.5/63.6/33.9bn, a beat/(miss) of 6.3/0.6/1.5%
451 Views