Building Materials: Multiple tailwinds for a cheerful new year!
This report covers 15 major building material companies within the three categories of wood panel, tiles, and plastic pipes
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HSIE Results Daily: Larsen & Toubro, Tata Power, Supreme Industries
Larsen & Toubro: Larsen & Toubro (LT) reported strong performance in Q2FY23, with revenue/EBITDA/PAT beating our estimates by 7/11/21% respectively
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Building Materials (Q2FY23 Results Preview): Both tiles and pipes under pressure
In Q2FY23, we expect tiles volume to increase QoQ on good demand while we expect pipes demand to remain weak, owing to sharp fall in resin prices,...
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HSIE Results Daily: Infosys, Axis Bank, Tech Mahindra, Crompton Consumer
Infosys: Infosys (INFO IN) delivered strong growth in Q1, offset by steeper impact on margins (yet relative outperformance vs peers)
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Building Materials - Tiles, Pipes Segments Face Cost Headwinds
In Q1FY23, we expect volumes of both tiles and plastic pipe companies to moderate QoQ. However, given last year’s low base, we expect a strong...
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