SKM INVESTMENT

HDB Financial Services (Q2 FY27, YoY) – Both NII, AUM growth and operating profit in line with expectation - Net profit up 34.3% to Rs 780 crore from Rs 581 crore. - Expectation Rs805.2cr, Revenue up 10.1% to Rs 5,005 crore from Rs 4,545 crore- Expectation Rs4355cr. NII Rs25374cr (up 15.6% YoY) - Expectation Rs2543cr. Operating Profit Rs1774cr vs Rs1530cr (YoY) - Expectation Rs1796cr. Loan loss provision Rs7370cr (down 2.5% YoY) - Expectation Rs1073.6cr
AUM Rs1.24 lakh cr (up 11.6% YoY) – Expectation growth 12% (YoY).

Bajaj Consumer announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 65.9% at Rs 70.2 Cr vs Rs 42.3 Cr YoY. Revenue up 25.5% at Rs 333 Cr vs Rs 265 Cr YoY. EBITDA up 72.1% at Rs 82.3 Cr vs Rs 47.8 Cr YoY. EBITDA Margin at 24.7% vs 18% YoY

CEAT announce weak Q2 Ebitda and Ebitda margin - Net Profit down 39.8% at Rs 112 Cr vs Rs 186 Cr YoY. Revenue up 26.2% at Rs 4,762 Cr vs Rs 3,773 Cr YoY. EBITDA down 9.1% at Rs 457 Cr vs Rs 503 Cr YoY
EBITDA Margin at 9.6% vs 13.3% YoY.

Emmvee Photovoltaic announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 60.5% at Rs 382 Cr vs Rs 238 Cr YoY. Revenue up 39.3% at Rs 1,576 Cr vs Rs 1,131 Cr YoY. EBITDA up 39.3% at Rs 556 Cr vs Rs 399 Cr YoY. EBITDA Margin Flat at 35.3% YoY

ICICI Lombard announce impressive Q2 Ebitda and Ebitda margin - Net Profit up 15.4% at Rs 946 Cr vs Rs 820 Cr YoY. Net Premium Earned up 17.7% at Rs 6,652 Cr vs Rs 5,652 Cr YoY and to Pay Interim Dividend of Rs 7/Share

MRPL Q2 announce impressive Q2 Ebitda and Ebitda margin - Net Profit at Rs 1,901 Cr vs Rs 946 Cr QoQ. Revenue down 15.1% at Rs 32,516 Cr vs Rs 38,254 Cr QoQ, EBITDA at Rs 3,279 Cr vs Rs 1,317 Cr QoQ
EBITDA Margin at 10.1% vs 3.4% QoQ. One-Time Loss of Rs 119 Cr vs Gain of Rs 472 Cr QoQ

Q2 Business Update

Landmark Cars Q2 Business Update - Revenue up 17.3% to Rs 1,943 crore YoY.

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