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Net Sales are expected to increase by 9.6 percent Y-o-Y (up 16 percent Q-o-Q) to Rs 4,524.9 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 11.1 percent Y-o-Y (down 3.1 percent Q-o-Q) to Rs. 4,699.8 crore, according to Nirmal Bang.
Net Sales are expected to increase by 10.3 percent Y-o-Y (up 18.1 percent Q-o-Q) to Rs. 4,873 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 10.5 percent Y-o-Y (up 10 percent Q-o-Q) to Rs 4,035.7 crore, according to Nirmal Bang.
Net Sales are expected to increase by 12.3 percent Y-o-Y (down 14.5 percent Q-o-Q) to Rs. 3,617.9 crore, according to Yes Securities.
Net Sales are expected to increase by 49.2 percent Y-o-Y (down 12.2 percent Q-o-Q) to Rs. 3,877.2 crore, according to ICICI Direct.
Net Sales are expected to increase by 70.7 percent Y-o-Y (down 0.4 percent Q-o-Q) to Rs 4,436.2 crore, according to Prabhudas Lilladher.
Backed by a positive revival in demand across product segments, the revenues for Q4 FY22 jumped more than 30 percent year on year (YoY). The top line got a boost from the Lloyd business, which grew the fastest among all segments.
Net Sales are expected to increase by 7.6 percent Y-o-Y (down 1.9 percent Q-o-Q) to Rs. 3,584.1 crore, according to ICICI Direct.
Net Sales are expected to increase by 9.3 percent Y-o-Y (up 7.4 percent Q-o-Q) to Rs. 3459.4 crore, according to ICICI Direct.
Demand conditions for the electrical and the consumer durable sectors continue to remain challenging owing to Covid disruptions.
Net Sales are expected to increase by 36.3 percent Y-o-Y (down 39.5 percent Q-o-Q) to Rs. 2,015.8 crore, according to ICICI Direct.
Trading at a FY23 P/E ratio of about 50 times, the valuations of Havells appear to be pricing in meaningful growth beyond the pandemic
Net Sales are expected to increase by 55.8 percent Y-o-Y (up 9.1 percent Q-o-Q) to Rs. 3,453.3 crore, according to Motilal Oswal.
Net Sales are expected to increase by 48.3 percent Y-o-Y (up 3.8 percent Q-o-Q) to Rs 3,287.5 crore, according to ICICI Direct.
Net Sales are expected to increase by 44.4 percent Y-o-Y (up 1.1 percent Q-o-Q) to Rs. 3,200 crore, according to Prabhudas Lilladher.
Given that the stock has been a big winner in recent months and has already doubled from Mar-20 lows, the valuations definitely appears optically expensive based on FY22/FY23 earnings.
With input costs rising, Havells went for multiple price hikes during the quarter across all product categories
Net Sales are expected to increase by 14.4 percent Y-o-Y (up 5.9 percent Q-o-Q) to Rs. 2,596.4 crore, according to ICICI Direct.
The pandemic has triggered a shift towards online shopping and Havells saw a 100 per cent growth in sales through the e-commerce channel on a small base
Havells India's stretched working capital is an area of concern, but the management expects working capital levels to normalise once the market stabilises and production gets ramped up