Infra-Road - Q2fy23 Result Preview: Execution Drives Growth
H2 (the second half of the year) is normally a strong period in terms of project execution along with bidding & awarding activity accelerating and...
623 Views
HSIE Results Daily: Godrej Consumers, Bharat Petroleum Corporation, Jubilant FoodWorks
Godrej Consumers: GCPL’s consolidated revenue grew 7% YoY, with domestic/international clocking 8/6% YoY growth (9/8% three-year CAGR)
326 Views
Industrials (Q2FY23 Results Preview): Headwinds receding
In Q2FY23, the NHAI awarded just six projects, of which, two were HAM projects worth INR 30.7bn and four were EPC projects worth INR 41.2bn
272 Views
Infra-Road - Robust Order Book, Outlook Positive
For road construction companies under our coverage, we expect revenue growth of 10% YoY, EBITDA to be flattish, and APAT to de-grow by 2% YoY...
387 Views
Infrastructure - Betting on Conservatism
Substantial dilution of bid qualification has exposed the sector to low quality, inadequately funded developers taking large order inflow market share
261 Views