External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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<ul><li>Supreme Industries: Supreme Industries (SIL) reported 12% consolidated volume growth (pipes/other segments 17/-4% YoY) in Q2</li><li>Consolidated revenue was up 5% YoY</li><li>EBITDA declined 7% YoY, owing to lower gross margin and higher fixed cost</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Supreme Industries: Supreme Industries (SIL) reported 12% consolidated volume growth (pipes/other segments 17/-4% YoY) in Q2Consolidated revenue was up 5% YoYEBITDA declined 7% YoY, owing to lower gross margin and higher fixed costContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Supreme Industries, PNB Housing Finance

<ul><li>Dixon Technologies: Dixon reported a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS division</li><li>This growth was tempered by sluggish performance in home appliances and declines in consumer electronics and lighting segment</li><li>EBITDAM remained flat YoY to 3.8%, owing to decline in gross margins, offset by reduced employee costs and other expenses</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dixon Technologies: Dixon reported a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS divisionThis growth was tempered by sluggish performance in home appliances and declines in consumer electronics and lighting segmentEBITDAM remained flat YoY to 3.8%, owing to decline in gross margins, offset by reduced employee costs and other expensesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Dixon Technologies, Oberoi Realty, Mahindra & Mahindra Financial Services...

<ul><li>UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)</li><li>In Q4FY25, UTCEM delivered robust 17% volume growth (aided by Kesoram and India Cements consolidation)</li><li>Unit EBITDA expanded INR 223/MT QoQ to INR 1,126/MT on input cost reduction and op-lev gains, which more than offset the impact of poor performance of Kesoram and India Cements</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)In Q4FY25, UTCEM delivered robust 17% volume growth (aided by Kesoram and India Cements consolidation)Unit EBITDA expanded INR 223/MT QoQ to INR 1,126/MT on input cost reduction and op-lev gains, which more than offset the impact of poor performance of Kesoram and India CementsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company,...

HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company

<ul><li>ICICI Prudential Life: ICICI Prudential Life (IPRU) clocked strong APE growth (+27% YoY) slightly above our estimates, while the VNB growth was modest (+9% YoY) and below our estimates for 9MFY25</li><li>The VNB margins further witnessed steep collapse to 22.8% (-390bps YoY) on the back of a ULIP-heavy mix</li><li>We believe that IPRU’s re-engineered business strategy, which prioritises headline growth over product mix, will drive the growth trajectory of the VNB with muted expansion in VNB/APE margins going forward</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ICICI Prudential Life: ICICI Prudential Life (IPRU) clocked strong APE growth (+27% YoY) slightly above our estimates, while the VNB growth was modest (+9% YoY) and below our estimates for 9MFY25The VNB margins further witnessed steep collapse to 22.8% (-390bps YoY) on the back of a ULIP-heavy mixWe believe that IPRU’s re-engineered business strategy, which prioritises headline growth over product mix, will drive the growth trajectory of the VNB with muted expansion in VNB/APE margins going forwardContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: ICICI Prudential Life, Oberoi Realty, Multi Commodity Exchange

India

PNB Housing Finance Ltd. (PNBHFL) provides lending services. The Company offers housing loans to individuals and corporate bodies for construction, purchase, repair, and upgradation of houses, as well as loans for commercial space, loan against property, and loan for purchase of residential plots. PNBHFL serves customers in India.

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PNB Housing Finance Ltd (PNBHOUSI IN)

HSIE Results Daily: Supreme Industries, PNB Housing Finance

Supreme Industries: Supreme Industries (SIL) reported 12% consolidated volume growth (pipes/other segments 17/-4% YoY) in Q2. Consolidated revenue...

HDFC Securities

HSIE Results Daily: Dixon Technologies, Oberoi Realty, Mahindra & Mahindra Financial Services...

Dixon Technologies: Dixon reported a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS...

HDFC Securities

HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company,...

UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)

HDFC Securities

HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company

UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)

HDFC Securities

HSIE Results Daily: ICICI Prudential Life, Oberoi Realty, Multi Commodity Exchange

ICICI Prudential Life (IPRU) clocked strong APE growth (+27% YoY) slightly above our estimates, while the VNB growth was modest (+9% YoY) and below...

HDFC Securities

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