Thread by @MarketLearner_

Sector wise quarterly result expectation🤑

#Earnings #Q2FY23 #StockMarket #Stocks #StocksInFocus

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(1/12)

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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)

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The Market Learner.