Infrastructure: Stable awarding; calibrated aggression
The NHAI had set a target of awarding 6,500 km in FY23, of which it awarded ~3,750 Km (vs 6,306 Km in FY22) at an NHAI cost of INR 1trn
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Infra-Road Q4FY23 Earnings Preview
We expect road construction companies under our coverage to report Revenue/EBITDA/APAT growth of 21%/22%/26% QoQ and 9%/5%/6% YoY
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Key Highlights of the Month – Fundamental
It gives us immense joy to share with you our latest published report – Union Budget 2023-24: Post Budget Analysis & Stock Ideas.
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HSIE Results Daily: Cholamandalam Investment and Finance Company, Shriram Finance
Chola’s Q3FY23 earnings were ahead of estimates on the back of better-than-expected AUM growth (+31% YoY), steady NIMs (7.6%), and improving asset...
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Industrials (Q3FY23 Results Preview): All set for a robust Q3FY23
In Q3FY23, the NHAI awarded 19 projects, of which nine were HAM projects worth INR 70.3bn and ten were EPC projects worth INR 97.1bn
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