Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!

Use the link below👇
telegram.me/TheMarketLearn…
Contents :-

👉Private banks
👉NBFC
👉PSU banks
👉Oil & Gas
👉Auto
👉IT
👉FMCG
👉Metals
👉Healthcare
👉Cement
👉Telecom
➡️Private banks are expected to report a yoy of growth of 13% in PPOP, 53% in PBT & 53% in PAT.

➡️Loan growth should remain strong.

➡️Loans are projected to grow by 18% & 19% in FY23 & FY24 respectively.

(2/12)
💠NBFCs are expected to report PBT & PAT growth of 20% yoy.

💠Strong earnings are projected for Shriram transport finance, Bajaj finance & LIC housing finance.

💠Decline in earnings are expected for M&M financials, Repco, ICICI securities & Muthoot finance.

(3/12)
🔰PSU banks are likely to deliver NII growth of 14% & PPOP growth of 12% yoy.

🔰PAT is expected to 26% yoy.

🔰Earnings for PSBs are expected to remain healthy, led by pick-up margins & moderation in opex.

(4/12)
⚜️Oil & gas sector is expected to report sales growth of 24%, EBITDA growth of -55% & PAT growth of -90% yoy.

⚜️Putting aside oil marketing companies, PAT is expected to grow 9% yoy due to lower refining margin as well as negative marketing margins for the OMCs.

(5/12)
🔱Autos should report 3.7x yoy PAT (up 8.8x qoq, 6 qtr high).

🔱Excluding Tata motors, expect 39% yoy growth.

🔱Expect improved margins led by price hikes & operating leverage despite cost inflation.

🔱Volumes recovered yoy as semiconductor supply improved.

(6/12)
🔆IT should deliver median revenue growth of 4.2% qoq & 15.4% yoy in CC terms.

🔆EBIT growth of 5.9% & PAT growth of 9.1% is expected aided by seasonal margin improvement, although impact is muted due to continued supply side pressures.

(7/12)
🔘FMCG sector is expected to report strong numbers with 17% growth in topline, 14% in EBITDA & 13% in PAT.

🔘Prices of key commodities like crude & palm oil have eased in the recent time but they are unlikely to benefit in Q2 as decline came towards the end.

(8/12)
🔶Metals are expected to report a weak quarter as lower ASP with higher input costs will lead to severe contraction in profitability.

🔶Sector is likely to report 60% decline in PAT & 43% decline in EBITDA yoy.

🔶Sales are likely to grow by 7% yoy.

(9/12)
🔷Healthcare sector is expected to slow down & deaccelerate further.

🔷They are expected to report their second consecutive quarterly of decline in year on year growth.

(10/12)
🟨Cement is expected to report yoy growth of 33% in EBITDA, 48% in PBT & 47% in PAT.

🟨EBITDA margin is likely to contract 890 bps yoy.

🟨Excluding Grasim, the sector might correct steeper.

🟨EBITDA & PAT are expected to decline 42% & 66% respectively.

(11/12)
🟦Telecom sector is expected to report loss for the 21st consecutive quarter, largely led by IDEA.

🟦Expect 2-3% ARPU increase driving 3% sequential revenue growth for Airtel & Jio each & 1% for vodaphone.

(12/12)
I hope my thread helped you in knowing RESULT EXPECTATIONS better than before. Please don't forget to join our telegram channel its absolutely FREE & we are doing a lot of hard work here. telegram.me/TheMarketLearn…

Thanks for reading,
The Market Learner.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with The Market Learner

The Market Learner Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @MarketLearner_

Oct 11
The privatization of IDBI bank.

Is it necessary?
Is it worth?
Any options?

Answered in this #Thread 🧵

#StockMarket #Stocks #StockMarkets #IDBIBank

@KommawarSwapnil @kuttrapali26 @harrie007 @caniravkaria @kaushaldarshan_ @TheFactFindr @Ishan_Narayan_ @mystock_myview

(1/7) Image
Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!

Use the link below👇
telegram.me/TheMarketLearn…
Content :-

👉About the privatization.
👉Why is it required?
👉Will it help India grow?
👉What is the best way?
Read 14 tweets
Oct 11
5G has a bunch of hurdles in its way🪨🪨

A #Thread which points out some concerns🛑🛑

#5G #Technology #Telecom #4G #Internet

(1/4) Image
Government had decided to continue with high pricing of the spectrum by auctions. 4 companies which bid for spectrum have committed to Rs 1.5 lakh crores for the spectrum they acquired.

(2/4)
This, when added to large amounts owed of earlier auctions & payments reduced the number to 3 for private players. Of these, Vodaphone has written off its investment in India, so its in a cautious position.

(3/4)
Read 4 tweets
Oct 11
Adani group is in advanced talks to buy the cement assets of cash-strapped Jaypee group. The deal is expected to be valued around 3.3k - 4.1k Cr.

#StockMarket #Stocks #Adani #JpAssociates #JPPOWER #StocksInFocus

(1/4)
Jaiprakash Associates has approved divestment of its cement business. The Jaypee group currently has an installed cement capacity of 10.55 mtpa. Ultratech leads to cement sector with an installed capacity of 119.95 mtpa.

(2/4)
Some people say Jaypee also approached JSW but they declined. Adani group plans to double their cement capacity from 70 mtpa to 140 mtpa in 5 years.

(3/4)
Read 4 tweets
Oct 10
How are TCS result?
Will it go up or down?

Answered🧵

#TCS #Q2FY23 #Earnings #StockMarket #Stocks

Pls Like & Retweet, it motivates me🙏🤗

@KommawarSwapnil @kuttrapali26 @harrie007 @caniravkaria @kaushaldarshan_ @TheFactFindr @Ishan_Narayan_ @abhymurarka @anand1377

(1/11) Image
Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!

Use the link below👇
telegram.me/TheMarketLearn…
Contents :-

👉Numbers analysis
👉Management commentary
👉Segment wise analysis
👉Personal Opinion
Read 18 tweets
Oct 8
📊 India's healthy outperformance during various headwinds on macros, inflation, rates, currency & geopolitics was driven by?

Answered in this #Thread🧵

Kindly leave a like, it motivates me a lot🤗

@TheFactFindr @abhymurarka @harrie007 @KommawarSwapnil @kuttrapali26

(1/4)
👉 Strong corporate earnings growth over the last 2 years (Nifty earnings up 70% during FY20-22) & expectations of a healthy performance over FY22-24.

(2/4)
👉 Resilient domestic equities inflow (YTD DII equity inflow of USD29b)

(3/4)
Read 4 tweets
Oct 7
What would happen if FED keeps on hiking interest rates without worrying about the economy?

Answered in this #Thread🧵

Kindly leave a like, it's a motivation🤗

#FED #Powell #Recession #stockmarketcrash #inflation #interestrates

@TheFactFindr @abhymurarka @harrie007

(1/5) Image
👉Powell has said that he will keep rising interest rates until the "job is done".

👉This would be squeezing out all the excess debt, bringing inflation below 2% & calming the valuations down.

(2/5)
👉Warren Buffett says that historically markets are around 70% - 80% of the GDP. Well, as of now they are 2 times worth.

👉Also, due to Fed's zero-interest policy, their debt is around 375% of the GDP.

(3/5)
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(