HSIE Results Daily: Lupin, Cummins, Apollo Tyres, Kalpataru Projects International
Lupin: EBITDA growth (+98% YoY and +11% QoQ) was led by 20% YoY sales growth (US: flat QoQ, India +13% YoY, EMEA: +36% YoY and +71% RoW),
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HSIE Results Daily: ABB India, Hero Motocorp, Nuvoco Vistas Corporation
ABB India: ABB Q2CY23 revenue at INR 25bn (+22%/+4% YoY/QoQ) missed our estimates by 3%. However, it was a beat of 14% and 22% at EBITDA and PAT...
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HSIE Results Daily: Tata Motors, Godrej Properties, Phoenix Mills, APL Apollo,
Tata Motors: TTMT posted weak performance in Q2, both at JLR and in the India business. While JLR margin lagged expectations, domestic PV and CV...
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Quiddity Leaderboard F100/F250 Sep26: Three M&A Deals; Few F250 Changes + a Possible Transfer
Three M&A deals could trigger an intra-review F100 ADD and two F250 ADDs. We also see three high-impact F250 ADDs, plus a possible Volex transfer...
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Quiddity Leaderboard F100/F250 Jun26: Carnival F250 Replacement 5 May; One F100 and Two F250 Changes
We see one F100 and two F250 changes. Harbour hovers around the F100 ADD border, while Seraphim and Young &Co sit close to the F250 ADD border.
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