*Q2FY25 EARNING CALENDAR 04.11.2024*

*ABB*, ANDHRAPAP, *ARE&M*, *BATAINDIA*, *EXIDEIND*, GLAND, HATSUN, *IRCTC*, *IRFC*, JKPAPER, KEC, KALAMANDIR, PGHL, RAYMOND, SPARC, *TIINDIA*, VSTTILLERS

*ABB*
* Revenue expected at Rs 3291 crore versus Rs 2769 crore
* EBITDA expected to be seen at Rs 599 crore versus Rs 438 crore
* EBITDA margin expected to be seen at 18.20% versus 15.84%
* Net profit expected to be seen at Rs 487 crore versus Rs 362 crore

*ARE&M*
* Revenue expected at Rs 3157 crore versus Rs 2810 crore
* EBITDA expected to be seen at Rs 455 crore versus Rs 387 crore
* EBITDA margin expected to be seen at 14.41% versus 13.77%
* Net profit expected to be seen at Rs 262 crore versus Rs 214 crore

*BATAINDIA*
* Revenue expected at Rs 850 crore versus Rs 819 crore
* EBITDA expected to be seen at Rs 179 crore versus Rs 181 crore
* EBITDA margin expected to be seen at 21.05% versus 22.18%
* Net profit expected to be seen at Rs 57 crore versus Rs 33 crore

*EXIDEIND*
* Revenue expected at Rs 4447 crore versus Rs 4106 crore
* EBITDA expected to be seen at Rs 537 crore versus Rs 483 crore
* EBITDA margin expected to be seen at 12.07% versus 11.76%
* Net profit expected to be seen at Rs 309 crore versus Rs 287 crore

*IRCTC*
* Revenue expected at Rs 1124 crore versus Rs 995 crore
* EBITDA expected to be seen at Rs 374 crore versus Rs 366 crore
* EBITDA margin expected to be seen at 33.27% versus 36.83%
* Net profit expected to be seen at Rs 314 crore versus Rs 294 crore


*Q2FY25 EARNING CALENDAR 05.11.2024*

ALKYLAMINE, APTUS, *BERGEPAINT*, CEIGALL, DATAMATICS, *DRREDDY*, EVERESTIND, KPRMILL, *MANAPPURAM*, *MANKIND*, *MAZDOCK*, MUTHOOTMF, *OIL*, *POLICYBZR*, RAYMONDLSL, SJVN, TIMKEN, *TITAN*, TRIVENI, WONDERLA

*BERGEPAINT*
* Revenue expected at Rs 2832 crore versus Rs 2767 crore
* EBITDA expected to be seen at Rs 457 crore versus Rs 473 crore
* EBITDA margin expected to be seen at 16.14% versus 17.12%
* Net profit expected to be seen at Rs 283 crore versus Rs 291 crore

*DRREDDY*
* Revenue expected at Rs 7658 crore versus Rs 6902 crore
* EBITDA expected to be seen at Rs 2145 crore versus Rs 2013 crore
* EBITDA margin expected to be seen at 28.00% versus 29.17%
* Net profit expected to be seen at Rs 1418 crore versus Rs 1482 crore

*MNAPPURAM*
* NII expected at Rs 1502 crore versus 2043 Rs crore
* EBIT expected to be seen at Rs 994 crore versus Rs 849 crore
* EBIT margin expected to be seen at 66.85% versus 62.70%
* Net profit expected to be seen at Rs 519 crore versus Rs 558 crore

*MANKIND*
* Revenue expected at Rs 3071 crore versus Rs 2708 crore
* EBITDA expected to be seen at Rs 794 crore versus Rs 686 crore
* EBITDA margin expected to be seen at 25.85% versus 25.34%
* Net profit expected to be seen at Rs 614 crore versus Rs 501 crore

*POLICYBZR*
* Revenue expected at Rs 1080 crore versus Rs 811 crore
* EBITDA expected to be seen at Rs 18 crore versus Rs -89 crore
* EBITDA margin expected to be seen at 1.67% versus -10.98%
* Net profit expected to be seen at Rs 45 crore versus Rs -20 crore

*TITAN*
* Revenue expected at Rs 13259 crore versus Rs 12529 crore
* EBITDA expected to be seen at Rs 1493 crore versus Rs 1411 crore
* EBITDA margin expected to be seen at 11.26% versus 11.26%
* Net profit expected to be seen at Rs 935 crore versus Rs 916 crore

*IMPORTANT EVENTS THIS WEEK*

*04.11.2024:*

CHINA’S TOP LEGISLATURE NPC STANDING COMMITTEE’S 5 DAY MEETING BEGINS


*05.11.2024*

US PRESIDENTIAL ELECTIONS


*06.11.2024*

MSCI QUARTERLY REBALANCING MEETING


*07.11.2024*

US FEDERAL RESERVE’S 2-DAY MEETING ON 6th & 7TH OF THIS WEEK – OUTCOME ON THURSDAY

Fund Houses Recommendations*

DAM on *Bharti Airtel:* Initiate Buy on Company,s target price at Rs 1970/Sh (Positive)

NOMURA on *Cipla:* Upgrade Buy on Company, target price at Rs 1800/Sh (Positive)

Prabhudas on *Engineers Ind:* maintain Buy on Company, target price at Rs 247/Sh (Positive)

HSBC on *Prestige:* maintain Buy on Company, target price at Rs 1800/Sh (Positive)

Jefferies on *Nykaa:* maintain Buy on Company, target price at Rs 220/Sh (Positive)

CLSA on *Tata Power:* initiate Buy on Company, target price at Rs 440/Sh (Positive)

CITI on *IOCL:* maintain Buy on Company, target price at Rs 190/Sh (Positive)

CITI on *HPCL:* maintain Buy on Company, target price at Rs 450/Sh (Positive)

INVESTEC on *Max Estates:* Initiate Buy on Company, target price at Rs 700/Sh (Positive)

NOMURA on *Sun Pharma:* Maintain Buy on Company, target price at Rs 1850/Sh (Nutural)

: India Daybook – Stocks in News*

*Welspun corp:* Company announce receipt of two large orders in the usa, cumulatively valued at Rs 1300 cr (approx.) for supply of coated hsaw pipes for natural gas pipeline projects (Positive)

*HCLTech:* Company announces new AI and cloud lab in Singapore in collaboration with Singapore Economic Development Board (Positive)

*Azad Engineering:* Company secures Rs 700 cr, long-term contract with mitsubishi heavy industries for supply of highly engineered & complex rotating and stationary airfoils for advanced gas & thermal power turbine engines (Positive)

*Gensol Engineering:* Company wins order worth Rs 780 cr (Positive)

*Premier Energies limited:* premier energies international private ltd. & premier energies photovoltaic private ltd, the subsidiaries of premier energies limited, have received and accepted multiple orders aggregating to Rs 560.00 crore from 2 large independent power producer (ipp) (Positive)

*Hero Motocorp:* October total sales 679,091 units vs 574,930 units (yoy), est 640,400 (Positive)

*Apollo Hospitals:* Company unit proposes to establish a 500 bed hospital in worli Mumbai (Positive)

*NMDC:* October iron ore sales 4.03 MT vs 3.44 MT (YoY), October total iron ore production 4.07 MT vs 3.92 MT (YoY) (Positive)

*COAL India:* October offtake falls 0.5% (YOY), October production UP 2.3% (YOY) (Natural)

*TVS Motors:* October total sales 489,015 units vs 434,714 units (YoY), Est 492,000 (Positive)

*Ashoka buildcon:* Company has been declared as the lowest bidder l1 for Maharashtra state electricity transmission co. ltd. (msetcl) project, quoted bid price for project is 3.12 billion (Positive)

*Escorts:* October total sales 18,110 UNITS VS 13,205 units (YoY) (Positive)

*Atul Auto:* October total sales 3818 units vs 3,060 units (YoY)
(Positive)

*Hyundai Motors:* October total sales 70,078 units vs 68,700 units (YoY), Est 68,080 (Positive)

*NBCC:* Company gets work orders worth Rs 2.35 billion (Positive)

*Refex Renewables & Infrastructure:* Company unit acquires balance 51% stake in sherisha solar spv two, entity being acquired belongs renewable energy / solar power project sector (Neutral)

*Indraprastha Medical Corp:* Company issues disclosure regarding media allegations concerning an associate doctor, Company says alleged irregularities on kidney transplant practices not at our hospital (Neutral)

*Hindustan Unilever:* Company completed sale, divestment of water purification business under brand 'Pureit' (Neutral)

*Eicher Motors:* CV October total sales 7112 Units vs 7,486 units (yoy), Est 7,320 (Neutral)

*Tata Motors:* October total sales 82,682 units vs 82,954 units (YoY), Est 73,030 (Neutral)

*SML ISUZU:* October Total Sales 801 UNITS VS 873 units (YoY) (Negative)

*ASHOK LEYLAND:* OCTOBER TOTAL SALES 15,310 UNITS VS 16,864 UNITS (YOY), EST 16,110 (NUMBERS SEEN LOWER THAN ESTIMATE)

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