Hilegi Market
@hilegimark92519
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In Bono veritas. You can access the same content on WP too, use this link for joining - https://t.co/WwmfO56pdK
Joined February 2024
#STUPID_STUPID_RESEARCH ⭐️.We are back again with another simple, stupid yet powerful data-backed research. Click here to download it. IN THIS RESEARCH, WE TRY TO ANSWER 'HOW MUCH A COMPANY NEEDS (MINIMUM) TO GROW ITS EPS IN THE EVENT OF MULTIPLE
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#AshokLeyland in focus.@ALIndiaOfficial is set to declare its quarterly results, and expectations are as follows. CV volumes grew just 1% YoY, led by 12% YoY growth in MHCV buses. MHCV trucks fell 3% YoY. LCV up just 1% YoY. .Input cost may inch up by 0.5% due to high steel
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#AmaraRaja in focus.@AmaraRaja_Group is set to declare its quarterly results, and expectations are as follows. Expect Amara to post a modest 4% YoY growth in revenue, given weak OEM demand and a declining demand from the telecom segment. .Lead prices are largely stable QoQ.
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#spandanasphoorty in focus.@SSphoorty is set to declare its quarterly results and expectations are as follows. Estimate disbursements of ~INR3.2b, leading to AUM of ~INR53b (AUM declined ~54% YoY/22% QoQ). Annualized credit costs to increase to 36.4% (PQ: 36.2%). .Margin is
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#VODAIDEA in focus.@VodaIdeaIN is set to declare its quarterly numbers and expectations are as follows. Expect flat QoQ wireless revenue on account of continued subscriber base declines, offset by a slight uptick in ARPU. .Expect reported EBITDA to decline ~2% QoQ, with EBITDA
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#Devyani in focus .#Q1FY26 #Q1FY26results.Devyani is set to declare its quarterly results, and expectations are as follows. Consolidated revenue is expected to grow 9%. . Pizza Hut SSSG is likely to remain flat despite a weak base. We model 12 new store additions in PH,
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Aditya Birla Fashion and Retail (Demerged).@AdityaBirlaGrp company Aditya Birla Fashion and Retail is set to declare its quarterly numbers, and expectations are as follows. Revenue - 1753 Cr.EBITDA - 91 cr.Loss - 153 Cr ❗️
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#AdityaBirla Lifestyle Brands.@AdityaBirlaGrp company Aditya Birla LifeStyle Brands is set to declare its first result after demerger, and expectations are as follows. Revenue - 1888 Cr. EBITDA - 263 Cr. PAT - 167 Cr.
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#DeepakNitrite in focus.#Q1FY26 #Q1FY26results .@DeepakGroupCo is set to declare its quarterly results, and expectations are as follows. Expect revenue to decline YoY due to Advanced Intermediates. Expect EBITDA margin of 10.4% (vs. 14.3% in 1QFY25). Updates on Oman subsidiary
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#BPCL in focus.#Q1Results #Q1FY26 #Q1FY26results .@BPCLimited is set to declare its quarterly results, and expectations are as follows. Expect refinery throughput at 10.1mmt. .Expect reported GRM at USD9/bbl, with blended gross marketing margin at INR6.7/lit. .Expect
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RT @hilegimark92519: #ONGC in focus.#Q1FY26 #Q1FY26results . @ONGC_ is set to declare its quarterly results, and expectations are as follow….
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RT @hilegimark92519: #SuzlonEnergy in focus.#Q1FY26 #Q1FY26results . @Suzlon is set to declare its quarterly results, and expectations are….
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RT @hilegimark92519: #Hindalco in focus.#Q1FY26 #Q1FY26results . @Hindalco_World is set to declare its quarterly numbers and expectations a….
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RT @hilegimark92519: #HAL in focus.#Q1FY26 #Q1FY26results . @HALHQBLR is set to declare its quarterly numbers, and expectations are as foll….
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#ApolloHospital in focus.@ApolloInter is set to declare its quarterly results, and expectations are as follows. Sales and EBITDA expected to grow 13%/16% YoY to INR57b/INR7.8b, supported by steady growth across segments. .Some moderation in occupancy on a YoY basis is expected
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#Hindalco in focus.#Q1FY26 #Q1FY26results . @Hindalco_World is set to declare its quarterly numbers and expectations are as follows. Novelis’ healthy volumes and NSR are likely to drive revenue; margins should remain muted QoQ. . India operations are expected to continue
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#NMDC in focus.#Q1FY26results #Q1FY26 . @nmdclimited is set to declare its quarterly results, and expectations are as follows. Muted performance led by weak volumes was offset by better ASP. .NMDC average 1QFY26 prices increased by INR300/t. Plans to expand its current
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#ONGC in focus.#Q1FY26 #Q1FY26results . @ONGC_ is set to declare its quarterly results, and expectations are as follows. Expect oil, gas, and VAP volumes to be flat YoY. . A delay in peak oil production from the KG Basin and the decline in oil prices below USD65/bbl are the
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#SuzlonEnergy in focus.#Q1FY26 #Q1FY26results . @Suzlon is set to declare its quarterly results, and expectations are as follows. Revenue likely to rise ~60% YoY as we expect execution of ~450MW of wind turbine orders in 1QFY26 (up 65% YoY/down 21% QoQ). . EBITDA is likely to
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#jindalsteel in focus.#Q1FY26 #Q1FY26results . @JindalSteel_ is set to declare its quarterly results, and expectations are as follows. Better NSR, along with muted costs, is likely to drive earnings. .Guidance on pricing and domestic demand will be critical. .Guidance on
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#AAVAS in focus.#Q1FY26 #Q1FY26results . @AavasFinanciers is set to declare its quarterly results, and expectations are as follows. AUM/disbursements are likely to grow ~17%/1% YoY. NIM to expand ~5bp QoQ. Upfront assignment income is estimated at ~INR510m. .Asset quality
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