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Indegene Q1 Highlights (Consolidated, YoY)
Revenue up 11.4% to Rs 676 crore versus Rs 607 crore.
Ebitda up 33.2% at Rs 129 crore versus Rs 96.8 crore.
Margin expanded at 19.1% versus 15.9%.
Net Profit up 28.2% at Rs 87.7 crore versus Rs 68.4 crore.
Paradeep Phosphates Q1 Highlights (Consolidated, YoY)
Revenue down 22.2% to Rs 2,377 crore versus Rs 3,054 crore.
Ebitda at Rs 147 crore versus loss of Rs 38.6 crore.
Margin contracted at 6.18%.
Net Profit at Rs 5.4 crore versus loss of Rs 120 crore.
GR Infraprojects Q1 Highlights (Consolidated, YoY)
Revenue down 18.1% to Rs 2,030 crore versus Rs 2,478 crore.
Ebitda down 39.4% to Rs 368 crore versus Rs 607 crore.
Margin contracted at 18.1% versus 24.5%.
Net Profit down 49.7% at Rs 156 crore versus Rs 310 crore.
Repco Home Finance Q1 Highlights (Standalone, YoY)
Total income up 14% at Rs 416 crore versus Rs 367 crore.
Net profit up 18% to Rs 105 crore versus Rs 89 crore.
RattanIndia Power Q1 Highlights (Consolidated, YoY)
Revenue up 10% to Rs 93 crore versus Rs 549 crore.
Ebitda up 20.3% to Rs 189 crore versus Rs 157 crore.
Margin expanded at 20.2% versus 18.5%.
Net Profit at Rs 93 crore versus loss of Rs 549 crore.
“There’s no earthly reason to incentivise hybrid technology, as it is at best a transitionary, old-school technology. We are totally focused on EVs especially with CAFE-III coming in,” said PB Balaji, Group CFO, Tata Motors.
Source: Company Concall
Opened 113 new dark stores this quarter.
Most new stores not in Delhi-NCR.
Preference is to open larger stores.
Source: Albinder Dhindsa, CEO, Blinkit Concall
District will be a separate app.
Will function like Blinkit, as part of the group but still utilising the traffic we have on Zomato.
Source: Company Concall
JLR revenue highest ever in Q1 FY25, margin impact due to local challenges in the UK.
In India, Tata Motors says it in correcting inventory at the dealers’ end.
We expect EV+CNG to continue adding a third of India volumes in FY25.
JLR capex at £3.5 billion in FY25, in line with product plans.
JLR investments in sync with product plans.
JLR net debt down to £1.0 billion, on track to be debt-free by end of FY25.
JLR’s free cash flow at £230 million.
JLR’s ROCE improves marginally to 39.6% in Q1 FY25.
Range Rover Electric sitting on 41,000 bookings, launch next year.
Source: Company Concall
20% of Tata Motors’ EV volumes from fleet operators.
Temporary market slowdown affected Tata Motors’ EV volumes in Q1.
No change in Tata Motors’ EV sales target for FY25.
Tata Motors expects the upcoming FAME-III scheme to include electric cars as well, CFO PB Balaji says.
Source: Company Concall
Don’t see demand-side issues in food delivery business.
Growth of over 20% in GOV should continue.
In few quarters, adjusted Ebitda margin expansion will continue, to reach 4-5%.
Confident that quick commerce will be as profitable as food delivery, if not more.
Source: Company Concall
Oral care reaching 1 out of every 2 houses in India
Skincare grew by 8%
Food and beverage grew by 4%
Badshah grew by 15%
E commerce and modern trade contribute to 20% of the business
A&P increased by 15%
Fmcg demand will see gradual ut uptick in coming quarters
Badshah also saw scrutiny in UK
Badshah saw decline in international markets due to regulatory overhang and supply chain constraints
Certain hair oil segments where we are not present we will look for organic and inorganic expansion
Price hikes have been only upto 2%
Coming quarters will be better than previous quarters
"Badshah Masala faced a pushback in the international markets in Q1. There is high scrutiny in the UK markets due to the spices controversy. This is leading to supply chain disruptions," said Mohit Malhotra.
Triveni Engineering Q1 Highlights (Consolidated, YoY)
Revenue up 7% at Rs 1,534 crore versus Rs 1,432 crore (Bloomberg estimate: Rs 1360.95 crore)
Ebitda down 31% at Rs 86 crore versus Rs 125 crore (Bloomberg estimate: Rs 127.45 crore).
Ebitda margin at 5.6% versus 8.7% (Bloomberg estimate: 9.4%).
Net profit down 54% at Rs 31 crore versus Rs 68 crore (Bloomberg estimate: Rs 72 crore).
Somany Ceramics Q1 Highlights (Consolidated, YoY)
Revenue up 2.6% to Rs 848 crore versus Rs 826 crore. (Bloomberg estimate: Rs 618.28 crore).
Ebitda up 9.7% to Rs 318 crore versus Rs 826 crore. (Bloomberg estimate: Rs 60.62 crore).
Margin expanded at 37.5% versus 35% (Bloomberg estimate: 9.80%)
Net Profit down 2.5% to Rs 12.3 crore versus Rs 12.6 crore. (Bloomberg estimate: 22.88 crore).
ITC Q1 Highlights (Standalone, YoY)
Revenue up 7.2% to Rs 17,000 crore versus Rs 15,828 crore. (Bloomberg estimate: Rs 17,158 crore).
Ebitda up 0.7% to Rs 6,295 crore versus Rs 6,250 crore. (Bloomberg estimate: Rs 6,497crore).
Margin at 37% versus 39.5% (Bloomberg estimate: 38%)
Net Profit at Rs 4,917.45 crore versus Rs 4,903 crore. (Bloomberg estimate: 5,160 crore).
Tata Motors Q1 Results: Profit Surges More Than 70% On JLR Sales Boost
Kalyan Jewellers Q1 Highlights (Consolidated, YoY)
Revenue up 26.5% at Rs 5,535 crore versus Rs 4,376 crore (Bloomberg estimate: Rs 5,558.13 crore).
Ebitda up 16% at Rs 376 crore versus Rs 323 crore (Bloomberg estimate: Rs 376.57 crore).
Margin contracted at 6.8% versus 7.4% (Bloomberg estimate: Rs 6.80%).
Net profit up 24% at Rs 178 crore versus Rs 144 crore (Bloomberg estimate: Rs 185.77 crore).
Godrej Agrovet Q1 Highlights (Consolidated, YoY)
Revenue down 6.4% at Rs 2,351 crore versus Rs 2,510 crore (Bloomberg estimate: Rs 2,620.73 crore).
Ebitda up 17.2% at Rs 226 crore versus Rs 193 crore (Bloomberg estimate: Rs 227.25 crore).
Margin expanded at 9.61% versus 7.68% (Bloomberg estimate: Rs 8.70%).
Net profit up 22.9% at Rs 132 crore versus Rs 107 crore (Bloomberg estimate: Rs 129.8 crore).
Thermax Q1 Highlights (Consolidated, YoY)
Revenue up 13% at Rs 2,184 crore versus Rs 1,933 crore (Bloomberg estimate: Rs 2,243.50 crore).
Ebitda up 7% at Rs 141 crore versus Rs 132 crore (Bloomberg estimate: Rs 192.37 crore).
Margin contracted at 6.5% versus 6.8% (Bloomberg estimate: Rs 8.60%).
Net profit up 82% at Rs 109 crore versus Rs 60 crore (Bloomberg estimate: Rs 134.7 crore).
Neuland Laboratories Q1 Highlights (YoY)
Revenue up 21.1% at Rs 440 crore versus Rs 363 crore (Bloomberg estimate: Rs 381.10 crore).
Ebitda up 27.3% at Rs 123 crore versus Rs 96.9 crore (Bloomberg estimate: Rs 97.2 crore).
Margin expanded at 28.1% versus 26.7% (Bloomberg estimate: Rs 25.50%).
Net profit up 58.2% at Rs 97.9 crore versus Rs 61.9 crore (Bloomberg estimate: Rs 60.1 crore).
KSB Q1 Highlights (Consolidated, YoY)
Revenue up 9.3% at Rs 646 crore versus Rs 591 crore.
Ebitda up 6.3% at Rs 90.6 crore versus Rs 85.2 crore.
Margin contracted at 14% versus 14.4%.
Net profit up 9.3% at Rs 646 crore versus Rs 591 crore.
Zomato Q1 Results: Profit Up 45%, Beat Estimates
Adani Enterprises Q1 Results: Profit Rises More Than 2.5 Times
Sun Pharmaceutical Q1 Results: Profit Jumps 40%, Beats Estimates
Dabur Q1 Results: Profit Rises 8%, Margins In Line With Estimates
Max Healthcare Q1 Highlights (Consolidated, YoY)
Net profit down 1.6% at Rs 236 crore versus Rs 240 crore.
Revenue up 20% at Rs 1,543 crore versus Rs 1,285 crore.
Ebitda up 14.8% at Rs 387 crore versus Rs 337 crore.
Margin at 25.1% versus 26.3%.
Emami Q1 Results: Profit Rises 10%, Misses Estimates
Aravind Fashions Q1 Highlights (Consolidated, YoY)
Net profit at Rs 13.9 crore versus loss of Rs 4.5 crore
Revenue up 10.2% at Rs 955 crore versus Rs 867 crore
Ebitda up 23.6% at Rs 115 crore versus Rs 93.5 crore
Margin at 12.1% versus 10.8%.
Focus on efficient operations and financial discipline led profit after tax and Ebitda improvement.
Will continue providing end-to-end transit solutions for customers.
Signed two new port concessions in Tanzania and and kandla.
Debt ratings continue to see significant improvements.
Volume grew 8% year-on-year to 109 million tonnes.
Reports its highest ever quarterly revenue at Rs 7,560 crore, a 21% Y-o-Y growth.
Net Debt to TTM Ebitda at 2.1 times versus 2.3 times in FY24.
Received ratings upgrade from two domestic rating agencies and outlook upgrade from an international rating agency.
Signed two new port concession agreements and won one new port operation and maintenance contract.
Arrival of first mothership at the Vizhinjam transshipment port.
The financial year 2025 has begun on a strong note for the Adani group company with stellar performance on both financial and growth fronts, according to Ashwani Gupta, whole-time Director and chief executive officer.
"On the financial front, we posted all-time high earnings. But for the temporary disruption in Gangavaram Port, which is now fully restored, our Q1 cargo volume would have been at 114.7 MMT, a 13% increase."
On the growth front, the company won two new port concessions and a port O&M contract, he said.
Adani Ports Q1 Results: Profit Rises 47%, Beats Estimates
The net profit of GHCL Ltd. fell nearly 65% to Rs 151 crore for the first quarter of the current financial year.
GHCL Q1 Highlights (Consolidated, YoY)
Revenue down 18.5% at Rs 830 crore versus Rs 1,019 crore.
Ebitda down 27.6% at Rs 217 crore versus Rs 299 crore.
Margins at 26.1% versus 29.4%.
Net profit down 64.7% at Rs 151 crore versus Rs 426 crore.
Akzo Nobel Q1 Highlights (Consolidated, YoY)
Revenue up 3.7% at Rs 1,036 crore versus Rs 999 crore.
Ebitda up 4.2% at Rs 169 crore versus Rs 162 crore.
Margin at 16.3% versus 16.2%
Net profit up 4.3% at Rs 115 crore versus Rs 110 crore
Motilal Oswal
Expects ~3% YoY volume growth in the cigarette business.
Expects marginal improvement in gross margin of 70 bp YoY.
Rural recovery was not much visible during the period, but there was an there was an expectation of government initiatives to drive consumption.
Outlook on the agri, paper and packaging businesses is a key monitorable.
Axis Securities
Expects 6% revenue growth on account of estimated cigarette segment growth of 6% YoY (2% volume), FMCG growth at 7% YoY, and hotels at 8% YoY. Papers and agriculture are expected to remain flat.
Ebitda margins are expected to decline YoY on account of subdued performance in agri and paperboard business.
Key monitorables include demand outlook on rural versus urban, competitive intensity, RM trends, hotels, and agri business outlook.
ITC is expected to report a 9.4% increase in revenue, reaching Rs 17,158 crore in the quarter ended June, compared to Rs 15,676 crore in the same period last year.
Result Estimates (Standalone YoY)
Revenue is expected to rise 9.4% to Rs 17,158 crore versus Rs 15,676 crore.
Ebitda is expected to rise 4% to Rs 6,497 crore versus Rs 6,250 crore.
Margins expected to be flat at 38% versus 40% in the year-ago period.
Net profit is expected to rise 5.2% to Rs 5,160 crore versus Rs 4,903 crore.
Motilal Oswal
Recovery in rural markets should support its portfolio, as it is heavily skewed towards rural areas.
In domestic business, healthcare, oral care and food businesses are expected to grow faster than others.
The distribution drive will further contribute to rural growth.
Ebitda margin remained in the range of 19–20% for the past several years. The margin is expected to improve in the coming years due to a better mix of products, such as higher healthcare offerings, and increased pricing in high-market-share brands.
Axis Securities
Consolidated sales are expected to grow by 6%, led by home and personal care and healthcare portfolios.
The food business was impacted due to weaker sales of beverages, led by low out-of-home consumption.
Ebitda-margin expansion to moderate to 50 basis points owing to higher ad spends.
Key monitorables: New-product-development performance and new launches in niche segments; domestic demand outlook; rural expansion and growth; international business performance and distribution expansion; direct-to-consumer foray update.
Dabur Q1 Results Preview: Steady Growth Likely On Recovery In Rural Markets
Cognizant's net profit rose 22% year-on-year to $566 million in the second quarter of 2024, while revenue guidance for the year has been narrowed.
On a sequential basis, the profit rose 3.6%. Revenue from operations came in at $4.9 billion, a sequential increase of 1.9%, and a 0.7% decline annually in reported terms.
The Nasdaq-listed IT services company has narrowed the revenue guidance to -0.5% to 1% for 2024 from a decline of 2% to growth of 2% earlier in constant-currency terms. Guidance for the third quarter is flat at 1.5% in CC terms.
For the second quarter, operating margin expanded to 14.6% from 11.8% in the year-ago period, and adjusted operating margin of 15.2%, which expanded 100 basis points. Cognizant follows calendar year.
ITC Q1 Results Preview: Steady Growth Expected Despite Challenge In Agriculture, Paper Sectors
Stock Market Live: Sensex Hits 82,000 — Last 1,000 Points In 11 Sessions
Tata Motors Ltd., Adani Enterprises Ltd., and ITC Ltd. will be among the major companies to report the first-quarter earnings on Thursday.
Tata Motors is expected to post a net profit of around Rs 5,310 crore for the three months ended June, according to analysts' estimates compiled by Bloomberg.
Adani Enterprises is expected to post a profit of Rs 1,164 crore, while ITC may post a bottom line of Rs 5,450.7 crore.
Other companies that will be announcing their earnings include Sun Pharmaceutical Industries Ltd., Adani Ports and Special Economic Zone Ltd., Kalyan Jewellers India Ltd., Zomato Ltd., Dabur India Ltd. and Godrej Agrovet Ltd.
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