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29 Mar 2024   |   10:14 AM

Kumho Petrochemicals commentary on weakness to persist in phenol, will keep spreads under check for Deepak Nitrite. Insights from Olin, Hanwha suggest weakness to prevail in caustic and PVC; which will hamper Chemplast Sanmar’s earnings.

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Kumho Petrochemicals commentary on weakness to persist in phenol, will keep spreads under check for Deepak Nitrite. Insights from Olin, Hanwha suggest weakness to prevail in caustic and PVC; which will hamper Chemplast Sanmar’s earnings.

29 Mar 2024   |   10:14 AM

Barbeque took ~2% price hike in some of the SKUs, since analysts of IIFL Securities previous survey. In the buffet section, prices have been similar vs their last survey.

28 Mar 2024   |   03:36 PM

Unlike volume share, revenue share is much lower. This is because BSE is still charging much lower (Rs50 per mn of premium turnover) than the market leader; only in November’23, BSE increased tariff on its current week Sensex-30 contract — still ~30% lower than the competition.

28 Mar 2024   |   03:01 PM

Despite the sluggish awarding by NHAI, HG Infra has won new orders worth Rs41.2bn till date in FY24 (all in Q4); implying healthy additions to order book vs its guidance of Rs50bn inflows. These wins boost the growth visibility, given the shorter execution timelines; analysts of IIFL Securities build in revenue Cagr of 16-17% over FY23-26. While ordering will take a pause during elections, healthy project pipeline in roads means that ordering beyond Q2 should be stronger from NHAI.

28 Mar 2024   |   01:21 PM

Retail macro remains favourable – strong leasing demand vs limited supply, favourable interest rate environment over FY25/26. Valuations are inexpensive at ~13.6x FY26 Ebitda; reiterate BUY with an upside of 18% and FY25 yield of 6.6%.

28 Mar 2024   |   01:02 PM

Aegis specialises in liquid and gas cargo storage / logistics. Its USP is to set up storage terminals at competitive rates, strategic locations, and offer quality services at competitive rates. The company has consistently earned 60-90% Ebitda margins (liquid/ gas storage business), with high OCF/Ebitda and attractive ROCE (13-24%).

28 Mar 2024   |   12:43 PM

Analysts of IIFL Securities expect Ebitda margin to improve 300bp from 9.3% in FY23, driven by: i) normalisation of high input costs in FY23 ii) operating leverage from higher capacity utilisation iii) incentive from Rajasthan government (against capex on new plant) iv) savings on power cost (solar energy). Analysts of IIFL Securities expect margins to reach 12.2% in FY26, close to its pre-Covid average margin (FY13-FY20) of 12.0%.

28 Mar 2024   |   12:37 PM

Top 5 banks, in terms of PMJDY deposit market share are SBI (29%), BOB (18%), PNB (14%), BOI (8%) and Canara Bank (7%).

28 Mar 2024   |   11:51 AM

Demand continues to be muted despite the early onset of summers in 2024; additionally, weak consumer sentiments inhibited full price pass-through, with a recovery anticipated only post-elections. Wide presence across price points, focus on premiumisation and launch of new products with robust distribution network aided share gains in fans, geysers, pumps etc.

27 Mar 2024   |   11:20 AM

BIRET’s net debt to GAV at 36% is the highest among the REITs; however, its debt maturities are staggered with a 9-yr average maturity. The sponsor pipeline of ~19.1msf (vs 20.7msf of BIRET operating area) offers high visibility on inorganic growth opportunities.

27 Mar 2024   |   11:14 AM

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