Executive Summary: The Headline Challenging quarter: Revenue largely flat at ₹16,335 Cr (-0.5% YoY). PAT declined 35% YoY to ₹889 Cr. EBITDA fell 31% to ₹1,512 Cr with margin contracting to 9.3% (from 13.3%). Temporary disruptions impacted performance: Production loss of ~13,900 vehicles due to a fire at a supplier facility and weaker exports (-19.6%)… Read More »
Executive Summary: The Headline Healthy YoY growth: Revenue +12% YoY to ₹2,943 Cr. PAT +22% YoY to ₹550 Cr. EBITDA +48% YoY with margin expansion to 15.2%. Sequential softness: Revenue and profit declined QoQ, which is typical for shipbuilding companies due to project execution cycles (Q1 is usually softer). Overarching narrative: A solid year-on-year performance… Read More »
Executive Summary: The Headline Strong continuing operations performance: Revenue +54% YoY to ₹24,205 Cr. EBITDA +98% YoY to ₹8,469 Cr. PAT from continuing operations +152% YoY to ₹5,294 Cr. Significant margin expansion and deleveraging: EBITDA margins improved sharply. Net Debt/EBITDA reduced to a very comfortable 0.3x. Overarching narrative: Following the demerger (effective May 1, 2026),… Read More »
Executive Summary: The Headline Exceptional debut quarter: Revenue +45% YoY to a record ₹21,105 Cr. EBITDA +134% YoY to ₹10,499 Cr. PAT +205% YoY to ₹6,597 Cr. Record operational performance: Highest-ever aluminium production of 632 KT (+5% YoY). Value-added products (VAP) hit a record 389 KT (+14% YoY). EBITDA margin expanded to ~50%. Overarching narrative:… Read More »
Below are the SENSEX Weekly Expiry Options Trading Levels for 30 July 2026 Trading . Options are for 30 July 2026 SENSEX Weekly Expiry. SENSEX Expiry Range Upper End of Expiry : 78141 Lower End of Expiry : 77166 SENSEX Intraday Trading Levels Buy Above 77838 Tgt 77977, 78117 and 78257 ( SENSEX Spot Levels)… Read More »
Executive Summary: The Headline Solid double-digit growth: Revenue +10.6% YoY to ₹3,764 Cr. PAT +15% YoY to ₹591 Cr. EBITDA +11% YoY to ₹741 Cr. Healthy operational performance: EBITDA margin stable-to-slightly improved at 19.7%. Rural markets continued to outperform urban for consecutive quarters. Overarching narrative: A strong start to FY27 for Dabur. The company delivered… Read More »
Executive Summary: The Headline Strong double-digit growth: Revenue +19% YoY to ₹10,821 Cr. EBITDA +19% YoY to ₹6,541 Cr. PAT +10% YoY to ₹3,650 Cr. High-quality margins: EBITDA margin remained robust at 60.4%. Domestic ports delivered industry-leading 74% EBITDA margin. Overarching narrative: A high-quality quarter driven by solid domestic ports performance and a sharp ramp-up… Read More »
Executive Summary: The Headline Healthy top-line growth: Net Sales +12% YoY to ₹1,591 Cr. PAT +7% YoY to ₹343 Cr (+11% excluding one-offs/exceptionals). Volume-led performance: High single-digit volume growth in toothpaste, driven by strong premium portfolio and steady core brands. Overarching narrative: A solid quarter with robust demand in oral care. Gross margins expanded, but… Read More »
Executive Summary: The Headline Strong operational performance: Revenue +50% YoY to ₹32,924 Cr. Highest-ever quarterly EBITDA of ₹5,642 Cr (+49% YoY). Reported loss due to one-time hit: Consolidated PAT loss of ₹1,160 Cr (vs profit of ₹885 Cr YoY), primarily due to a ₹2,644 Cr OFAC settlement (exceptional item). Overarching narrative: An operationally strong quarter… Read More »
Executive Summary: The Headline Strong double-digit growth with margin expansion: Revenue +17.9% YoY to ₹10,542 Cr. PAT +40% YoY to ₹1,539 Cr. EBITDA +33.5% YoY to ₹2,169 Cr. Healthy volume-led recovery: Decorative paints (India) volume +9%, value +16.6%. Industrial coatings +16%+ value growth. International business +27.2% (INR terms). Overarching narrative: An excellent start to FY27.… Read More »