JLR’s EBITDA margin would contract 380 bps YoY (+240 bps QoQ) to 9.7 percent, said Motilal Oswal
Earnings before interest, tax, depreciation and amortisation (EBITDA) are likely to fall by 6.9 percent Y-o-Y (up 184.2 percent Q-o-Q) to Rs. 10,258.7 crore.
Narnolia Financial Advisors expects six percent revenue growth, largely driven by 14 percent volume growth in Q4
Narnolia Financial Advisors expects the pharma company to report a net profit of Rs 545 crore as against Rs 500 crore in the last quarter
Narnolia Financial Advisors expects 31 percent decline in profit to Rs 261 crore while Prabhudas Lilladher is of the view that net profit may come at Rs 208.4 crore
Narnolia expects EBITDA margin to decline by 171 bps YoY to 15.9 percent in Q4FY19 on account of increased remediation cost related to inspection in Somerset and Mandideep facilities.
Kotak Institutional Equities expects Jubilant Foodworks to report net profit at Rs 83.8 crore up 23.1 percent YoY
Prabhudas Lilladher expects Siemens India's EBITDA to rise 22.8 percent YoY and 29.4 percent QoQ to Rs 396.5 crore
ICICIdirect expects ITC to report net profit at Rs 3,226.5 crore up 10% year-on-year
Motilal Oswal expects HDFC to report net profit at Rs 2,374 crore down 10.8 percent year-on-year while net sales are expected to decrease by 9.7 percent Y-o-Y to Rs 2,900.3 crore.
Kotak expects consolidated adjusted net profit to decline 19 percent YoY led by weak performance of both Royal Enfield and VECV
Key monitorables would be working capital, and order inflow, revenue & margin guidance for FY20.
Asset quality on sequential basis is expected to improve with slippages either likely to be steady or lower compared to previous quarter, brokerages said
Revenue growth could also be in double digits during the quarter led by strong volume growth
Brokerages expect dollar revenue growth in range of 2.7 percent to 3.3 percent compared to previous quarter as deal momentum has been extremely strong with announcements of several large and mega deals
According to brokerages, profit growth for the March quarter could be in the range of 19-37 percent and revenue may rise 15-23 percent backed by jewellery as well as watch & eyewear segments.
Edelweiss Securities expects Vedanta to report a 35.2 percent YoY (down 22 per cent QoQ) drop in profit at Rs 1,819 crore with revenues falling 15.7 percent YoY (down 1.6 percent QoQ) to Rs 23,300 crore.
Emkay Global Financial Services expects Escort's standalone revenues to grow 16% YoY to Rs 1,660 crore driven by steady growth in tractors and construction equipment volumes
Centrum Broking expects ICICI to report strong 21.3 percent YoY growth in NII, helped by healthy 15 percent YoY growth in domestic loans and 27bps YoY expansion in NIM
The pre-Q4FY19 commentary seems decent, while India business volume growth should be around 8 percent YoY, said CLSA.
Kotak expects India wireless EBITDA of Rs 2,010 crore, broadly stable versus the Rs 1,950 crore print for 3QFY19 and expects sequential decline in EBITDA in all non-India-wireless businesses.
Godrej Consumer is expected to report net profit at Rs. 477.2 crore up 12.7 percent year-on-year (up 14.3 percent quarter-on-quarter), Kotak said in a report.
Anand Rathi expects HUL to grow at a CAGR of 13.5 percent in next two years. It estimates the company to report revenues of Rs 40,128 crore in FY-19E and Rs 45,756.1 crore in FY-20.
Sharekhan expects TVS Motor to report net profit at Rs 148.7 crore, down 10.2 percent YoY
Motilal Oswal expects the bank to report net profit at Rs 1,388 crore up 23.5 percent year-on-year (up 7.5 percent quarter-on-quarter). Net Interest Income (NII) is expected to increase by 21.2 percent Y-o-Y.