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Parikshit Kandpal

  • Analysis & Comment

Parikshit Kandpal's Comment & Analysis
A complete archive of Parikshit Kandpal's articles, including current analysis & comment.

ABB India (NS:ABB): ABB (ST:ABB) reported muted Q4CY23 revenue/EBITDA/PAT at INR 27.6/4.2/3.4bn, missing our estimates by 11/13/13%. The company achieved strong Q4CY23/CY23 order inflow at INR...
Siemens (NS:SIEM): Siemens India Ltd (SIL) delivered muted standalone Q1FY24 revenue/EBITDA/APAT of INR 44.4/5.2/4.6bn, missing our estimates by 5.9/5.5/1.8%. EBITDA margin was 11.8%(-327bps/+6bps...
Godrej Properties (NS:GODR): Godrej Properties Ltd (GPL) reported the highest-ever quarterly presales worth INR 57.2bn (+76/+14% YoY/QoQ), with a booking area of 4.3msf (-2/-17% YoY/QoQ). On the back...
Larsen & Toubro (NS:LART): Larsen & Toubro (LT) reported a margin miss, with revenue/EBITDA/APAT at INR 551.3/57.6/29.5bn, a beat/(miss) of 5.4/(3.8)/(11.8)%. Higher execution of legacy order...
KNR Constructions (NS:KNRL): KNR reported in-line revenue/EBITDA/APAT at INR 9.4/1.7/1bn, beating our estimates by 9.9/4.8/1.0%. EBITDA margin came in at 17.7%, down 158/98bps YoY/QoQ, owing to...
ABB India (NS:ABB): ABB (ST:ABB) reported strong Q3CY23 revenue/EBITDA/PAT at INR 27.7/4.4/3.6bn beating our estimate at all level by 11/36/34%. This was mainly on the back of a higher EBITDA margin,...
Larsen & Toubro: Larsen & Toubro (LT) reported yet another strong quarter, with revenue/EBITDA/APAT at INR 510.2/56.3/32.2bn, a beat of (0.2)/4.3/13.3%. This was led by robust execution owing...
Siemens (NS:SIEM) Siemens India Ltd (SIL) delivered weak Q1FY24 revenue/EBITDA/APAT of INR 44.7/5.05/4.2bn, missing our estimates by 5/16/23%. SIL received new orders worth INR 52.9bn (+5.9/-7.1%...
Larsen & Toubro Ltd (NS:LART) Larsen & Toubro (LT) reported yet another strong quarter, beating our estimates on all fronts, led by robust execution owing to a strong opening order book. EBITDA margin...
Prestige Estates (NS:PREG): Prestige Estates (PEPL) registered the highest-ever annual presales of INR 129bn (+24% YoY) on the back of 16msf of launches and robust presales in MMR at INR 27bn. On the...