External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>TVS Motor: TVS Motors’ Q2 PAT at INR 5.4bn came in line with our estimates</li><li>The highlight for Q2 was the record-high 11% margin despite the ramp-up of i-Qube to 58k units</li><li>While TVS gained about 300bps market share in motorcycles in H1 to 10.3%, it has maintained its share in scooters</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.

TVS Motor: TVS Motors’ Q2 PAT at INR 5.4bn came in line with our estimatesThe highlight for Q2 was the record-high 11% margin despite the ramp-up of i-Qube to 58k unitsWhile TVS gained about 300bps market share in motorcycles in H1 to 10.3%, it has maintained its share in scootersContent 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: TVS Motor, Macrotech Developers, Marico

<ul><li>In Q1FY24, our coverage universe’s revenue/EBITDA/APAT are expected to grow by 6/19/18% YoY respectively</li><li>We estimate tile majors to report healthy ~9-10% YoY volume growth (supported by a pick-up in exports)</li><li>We expect some dip in realisation QoQ, as lower fuel prices are partially passed on to the customers</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.

In Q1FY24, our coverage universe’s revenue/EBITDA/APAT are expected to grow by 6/19/18% YoY respectivelyWe estimate tile majors to report healthy ~9-10% YoY volume growth (supported by a pick-up in exports)We expect some dip in realisation QoQ, as lower fuel prices are partially passed on to the customersContent 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.

Building Materials - Another Quarter of Mixed Trends

<ul><li>In April 2023, tiles export continues to be strong, up 35% YoY to &gt;INR 16bn</li><li>After a strong Mar-23, laminates export volume/value declined 11/9% MoM in Apr-23</li><li>Owing to weak exports, MDF net import volume surged to a 41-month high at 27K CBM in Apr-23 (2.2x MoM)</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.

In April 2023, tiles export continues to be strong, up 35% YoY to &gt;INR 16bnAfter a strong Mar-23, laminates export volume/value declined 11/9% MoM in Apr-23Owing to weak exports, MDF net import volume surged to a 41-month high at 27K CBM in Apr-23 (2.2x MoM)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.

Building Materials: Imports pick up, exports decline

<ul><li>Tiles exports soared to an all-time high of INR 17.6bn in Mar-23</li><li>Owing to weak H1FY23 (muted demand environment), overall tiles volume grew by 3% YoY in FY23 to 458mn SQM (5-year CAGR: 14%)</li><li>Laminate exports picked up: volume/revenue grew 23/18% MoM in Mar-23 (12-month high)</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.

Tiles exports soared to an all-time high of INR 17.6bn in Mar-23Owing to weak H1FY23 (muted demand environment), overall tiles volume grew by 3% YoY in FY23 to 458mn SQM (5-year CAGR: 14%)Laminate exports picked up: volume/revenue grew 23/18% MoM in Mar-23 (12-month high)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.

India

Supreme Industries Limited manufactures industrial and engineered molded products and storage and material handling crates.  The Company also manufactures chemicals, multilayer sheets, multilayer films, packaging films and expanded polyethylene foam, PVC pipes and fittings, molded furniture and disposable EPS containers.

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Supreme Industries (SI IN)

HSIE Results Daily: TVS Motor, Macrotech Developers, Marico

TVS Motor: TVS Motors’ Q2 PAT at INR 5.4bn came in line with our estimates. The highlight for Q2 was the record-high 11% margin despite the ramp-up...

HDFC Securities

Building Materials - Another Quarter of Mixed Trends

In Q1FY24, our coverage universe’s revenue/EBITDA/APAT are expected to grow by 6/19/18% YoY respectively. We estimate tile majors to report healthy...

HDFC Securities

Building Materials: Imports pick up, exports decline

In April 2023, tiles export continues to be strong, up 35% YoY to >INR 16bn. After a strong Mar-23, laminates export volume/value declined 11/9%...

HDFC Securities

Building Materials: EXIM Trades Firm Up

Tiles exports soared to an all-time high of INR 17.6bn in Mar-23Owing to weak H1FY23 (muted demand environment), overall tiles volume grew by 3%...

HDFC Securities

Building Materials - EXIM Trades Firm Up

Tiles exports soared to an all-time high of INR 17.6bn in Mar-23Owing to weak H1FY23 (muted demand environment), overall tiles volume grew by 3%...

HDFC Securities

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