Tech Mahindra, Adani Ports, LIC Housing, ONGC, RIL, Grasim Industries, IDFC First Bank

Earnings Post Market Hours

Tech Mahindra Q2 FY23 (Consolidated, QoQ)

• Revenue up 3% at Rs 13,130 crore Vs Rs 12,708 crore (Bloomberg estimate: Rs 13,165.54 crore)

• EBIT up 5% at Rs 1,468 crore Vs Rs 1403.4 crore (Bloomberg estimate: Rs 1,505.50 crore)

• EBIT margin flat at 11% (Bloomberg estimate: 11.44%)

• Net profit up 14% at Rs 1,285.4 crore Vs Rs 1,131.6 crore (Bloomberg estimate: Rs 1202.55 crore)

Adani Ports and Special Economic Zone Q2 FY23 (Consolidated QoQ)

• Revenue up 3% to Rs 5,210.8 crore Vs Rs 5,058.09 crore (Bloomberg estimate: Rs 4,670.59 crore)

• EBITDA fell 1% to Rs 3,260.26 crore Vs Rs 3,290.48 crore (Bloomberg estimate: Rs 2,699.32 crore)

• EBITDA margin at 62.6% Vs 65.1% (Bloomberg estimate: 57.8%)

• Net profit increased 45% to Rs 1,677.48 crore Vs Rs 1,158.28 crore (Bloomberg estimate: Rs 1,311 crore)

Macrotech Developers Q2 FY23 (Consolidated YoY)

• Revenue decline 17% to Rs 1,765.43 crore Vs Rs 2,123.83 crore (Bloomberg estimate: Rs 2,450.13 crore)

• EBITDA declined 7% to Rs 424.03 crore Vs Rs 455.71 crore (Bloomberg estimate: Rs 570.63 crore)

• EBITDA margin at 24% Vs 21.5% (Bloomberg estimate: 23.3%)

• Net loss of Rs 933.07 crore Vs net profit of Rs 220.41 crore (Bloomberg estimate: Rs 355 crore)

Kansai Nerolac Paints Q2 FY23 (Consolidated, YoY)

• Revenue up 19% at Rs 1,931 crore Vs Rs 1,620 crore (Bloomberg estimate: Rs 1,814 crore)

• EBITDA up 22% at Rs 200 crore Vs Rs 163 crore (Bloomberg estimate: Rs 199.5 crore)

• EBITDA margin flat at 10% (Bloomberg estimate: 11%)

• Net profit up 23% at Rs 113.57 crore Vs Rs 92.01 crore (Bloomberg estimate: Rs 111.5 crore)

Voltas Q2 FY23 (Consolidated, YoY)

• Revenue up 5% at Rs 1,768 crore Vs Rs 1,689 crore (Bloomberg estimate: Rs 1,759 crore)

• EBITDA fell 22% at Rs 100.84 crore Vs Rs 129.12 crore (Bloomberg estimate: Rs 114.43 crore)

• EBITDA margin 6% Vs 8% (Bloomberg estimate: 6.5%)

• Net loss of Rs 7.41 crore Vs net profit of Rs 103.6 crore (Bloomberg estimate: Rs 86.72 crore)

Tata Investment Corporation Q2 FY23 (Consolidated, QoQ)

• Revenue up 5% at Rs 107 crore Vs Rs 102 crore

• EBITDA up 10% at Rs 100.36 crore Vs Rs 90.95 crore

• EBITDA margin 94% Vs 89%

• Net profit up 19% at Rs 107.13 crore Vs Rs 89.94 crore

LIC Housing Finance Q2 FY23 (Consolidated, YoY)

• Interest income up 8% at Rs 5,053 Vs Rs 4,677.45 crore (Bloomberg estimate: Rs 5,311.2 crore)

• Net profit up 25% at Rs 311.33 crore Vs Rs 249.74 crore

• GNPA 4.91% Vs 5.14%

• NNPA 2.83% Vs 2.98%

Chambal Fertilisers & Chemicals Q2 FY23 (Consolidated, YoY)

• Revenue up 92% at Rs 8,587 crore Vs Rs 4,479 crore (Bloomberg estimate: Rs 7,601.7 crore)

• EBITDA fell 40% at Rs 444.50 crore Vs Rs 736.85 crore (Bloomberg estimate: Rs 672 crore)

• EBITDA margin 5% Vs 16% (Bloomberg estimate: 8.8%)

• Net profit fell 46% at Rs 274.27 crore Vs Rs 505.92 crore (Bloomberg estimate: Rs 488.5 crore)

Cholamandalam Investment and Finance Company Q2 FY23 (Consolidated)

• Interest income up 21% at Rs 2,829.26 crore Vs Rs 2,347.18 crore (YoY)

• Net profit fell 7% at Rs 563.41 crore Vs Rs 606.54 crore (YoY)

• GNPA 5.8% Vs 6.3% (QoQ)

• NNPA 4.1% Vs 4.4% (QoQ)