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Supreme Industries' (SI) Q1FY26 volume growth was 5.7% below our estimates, due to lower volume in the plastic pipe segment (up 6.1% YoY against our est. of 7.3%) due to early monsoon, leading to lower demand in the agriculture piping segments, delay in ADD on PVC resin resulted de-stocking in the channels. EBITDA margin contracted by 250bps YoY with decrease in EBIT/kg to Rs 10.6 (down 35.9% YoY) in pipe segment mainly due to inventory loss of Rs 500mn. Adjusting for the inventory loss PAT was in line with our estimates in Q1FY26. The management has revised its FY26 guidance, raising P&F volume...
efficiency. SYRMA's Q1FY26 revenue decline by 18.6% YoY, due to major decline in consumer/IT & Railway segment ~48%/39% YoY. The company plans to focus more on high margin products aiming to reduce the consumer segment's contribution to 30% in FY26. Company order book stood at Rs 5455bn in Q1FY26, majorly driven from industrial and auto segment. SYRMA has guided revenue growth of 30% with EBITDA margin of 8.5-9.0% for FY26, revenue will be mainly driven by auto/industrial segment. Syrma SGS has formed a JV with Shinhyup Electronics Co. Ltd. to set up a multi/double-layer...
Milk Products & Nutrition face pressure with muted growth We cut FY26/FY27 estimates by 4.4/6.8% given 1) pressure on Milk Products & Nutrition category (~38% of sales) due to muted growth in dairy and rising competitive intensity in low growth infant nutrition and 2) higher overheads /depreciation due to near doubling of gross block over last 3 years. NESTLE posted a weak quarter with 5.9% sales growth and flattish EBIDTA as...
and -11.5% QoQ change, driven by volume recovery in key agrochemical intermediates, momentum in recently launched products & higher realizations and increased volumes for BOPP. Chemicals segment recorded 24% YoY...
Dr. Reddy's (DRRD) Q1FY26 EBITDA adjusted for licensing income was in line with our estimate. The base business margins and US sales ex of gRevlimid continued to remain weak. We have scale up base business margins from the current level of 15-16% to +21-22% in FY27E. Our FY26 and FY27E EPS broadly remain unchanged. DRRD have been investing cash flow from gRevlimid to build pipeline across peptides, biosimilars and GLP products; benefits of that may take some time. Further thin US pipeline in near term and competition in...
The revenue performance (+3.3% QoQ) was tad below our estimates (+3.5% QoQ CC), margins at 15.5% were also slightly below our estimates of 15.7%. The momentum within BFSI and Hi-Tech continued, while Healthcare growth decelerated further and reported a decline of 1.9%. The delayed ramp up and right-shifting of resources have led to the decline in Healthcare vertical. The...
Strong large deal wins of USD 3.8 bn compared to USD 2.6 bn in Q4 The revenue growth performance (+2.6% CC QoQ) was above our estimates (+2.2% QoQ CC), attributed to broad-based growth in verticals and geographies. The BFS strength continued through this quarter as well, the mega deal within the segment further validates the healthy momentum in the vertical. The pockets outside BFS also reported positive growth, however the...
Kirloskar Pneumatic (KKPC) reported a soft revenue growth of 2.3% YoY, while EBITDA margin contracted by 244bps YoY to 11.8%. During Q1, the company faced lower offtake and execution delays due to geopolitical uncertainties and supply chain disruptions. However, management remains optimistic about the long-term growth prospects amid short-term challenges. In the Air...
Laxmi India Finance Ltd. (LIFL) is a non-deposit taking NBFC specializing in extending credit to underserved MSME borrowers across rural and semi-urban India. With a network of 158 branches across five states, i.e. Rajasthan, Gujarat, Madhya Pradesh, Chhattisgarh and Uttar Pradesh; LIFL's business model is geared toward grassroots-level credit delivery. Its product mix includes MSME loans (core focus - 76%), vehicle finance...
Company is an owner and developer of hotels in key cities in India primarily across South India. Company is the second largest owner of chain-affiliated hotels and hotel rooms in South India (comprising the states of Kerala, Andhra Pradesh, Tamil Nadu, Karnataka, Telangana, and the Union territories Lakshadweep, Andaman and Nicobar Islands and Pondicherry) among major private hotel asset owners (i.e., investors owning at least 500 rooms pan India) as of March 31, 2025 Company's...
