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Hero MotoCorp Q4 Results Preview: Robust volumes to drive revenue, profit higher; margins to expand

Hero MotoCorp Q4 Results Preview: Hero MotoCorp anticipates strong Q4 growth with a 14% revenue increase driven by higher volumes and ASPs. Profit is set to rise by 22% on the back of a 10% volume growth, while EBITDA margins are expected to improve by 123 bps.

Apollo Hospitals: Valuation of Apollo HealthCo will go up by many multiples due to integration of Keimed: Suneeta Reddy, Apollo Hospitals

The most important segment, of course, is the offline pharmacy currently and that segment if you look at the growth, it is happening at 20%. Online is growing much faster at over 70%, so this has been reflected in the growth in GMV.

Anupam Rasayan: There s a slowdown in agro segment but better traction in pharma, monomers & personal care: Anupam Rasayan management

Thakkar and Agrawal foresee revenue growth in FY25, stable margins, and positive long-term outlook. Anupam Rasayan s strategic investments, pass-through pricing, and market performance drive the company s growth trajectory. Thakkar says: " Japan is one geography that has really worked well for us and we are seeing a lot of buoyancy there. "

TVS Motors, Hero MotoCorp, CIE Automotive and Steel Strips Wheels: 4 Auto sector picks by Axis Securities

TVS Motor Company’s Ebitda margins have improved from 10.1% in Q3FY23 to 11.2% in Q3FY24, driven by sustained material cost reduction, commodity price softening, opportunistic price hikes

TVS Motor: TVS Motor s product mix, caution on EV discounts help retain edge

A better product mix and a judicious call on staying away from EV scooter discounting should fatten margins. The maker of Apache expanded its margins by 114 basis points on a year-on-year basis to 11.2% in the December quarter and its operating profit (Ebitda) per vehicle rose to a record high of ₹8,397. One basis point is 0.01 percentage point.

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