捷豹路虎

2022年11月10日

BQ Prime的特别研究部门整理来自印度顶级券商、资产管理公司和研究机构的优质和深入的股票和经济研究报告。这些报告为BQ Prime的订户提供了一个扩大他们对公司、行业和经济了解的机会。BQ Prime的专门研究部门整理来自印度顶级券商、资产管理公司和研究机构的优质和深入的股票和经济研究报告。这些报告为BQ Prime的订户提供了一个扩大他们对公司、行业和经济了解的机会。塔塔汽车有限公司-塔塔汽车在第二季度表现疲软，无论是在捷豹路虎还是在印度业务。尽管捷豹路虎的利润率低于预期，但由于投入成本高企，国内乘用车和商用车的利润率也出现了季度下滑。尽管管理层尽了最大努力，捷豹路虎的债务仍从第四季度的76亿英镑进一步增加到82亿英镑。Godrej Properties Ltd. - Godrej Properties报告预售270万平方英尺(同比下降25%/同比下降4%)，价值240亿卢比(同比下降6.4%/同比下降4.4%)，在班加罗尔、浦那和NCR推出的四个新项目为销售额贡献了89亿卢比。Ramco水泥有限公司-该公司在23财年第二季度实现了强劲的22%同比增长(产能增加和更高的利用率)。单位Ebitda同比下降64/43%，至每百万吨492卢比(主要由能源成本大幅上涨导致)。 In Q2, The Ramco Cements commissioned the Kurnool integrated plant. Weak profits, elevated working capital, and ongoing expansions spiked net debt/Ebitda to 4.7 times (versus 2.9 times in March 22). APL Apollo Tubes Ltd. - APL Apollo Tubes’ Q2 FY23 revenue increased 28.7% YoY to Rs 39.7 billion, led by strong volume growth (up 40.9% YoY). Blended realisation, however, declined 8.4% YoY due to greater contribution of low margin general structure products in the mix (46% in Q2 FY23 versus 38% YoY) and heavy discounts offered across products to prevent destocking by channel partners as domestic steel prices saw a very steep correction during this time. NCC Ltd. - NCC’s Q2 FY23 revenue/Ebitda came in at Rs 30/2.9 billion, missing our estimates by 0.5/3.5%. Adjusted profit after tax came in at Rs 1.2 billion beating our estimates by 4.1% due to tax expenses at a lower rate. Click on the attachment to read the full report: HDFC Securities Insitututional Equities Tata Motors, Godrej Properties, NCC etc. Q2FY23 Results Review.pdf View Document DISCLAIMER This report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime. Users have no license to copy, modify, or distribute the content without permission of the Original Owner. ADVERTISEMENT