F1Q27: Earnings Preview: India Industrials | Asia Pacific

Research evidence excerpt

F1Q27: Earnings Preview: India Industrials | Asia Pacific

IdeaPreviewMto earnings

Focus KPI Focus KPI Surprise Likely impact to consensus EPS*

Adani Enterprises Ltd ADEL.NS

Airport passengers Likely downside surprise Largely unchanged

Adani Ports and Special Economic Zone APSE.NS

International ports volume Likely upside surprise Largely unchanged

Bajaj Electricals Ltd. BJEL.NS

EBITDA margin Likely downside surprise Largely unchanged

Bharat Electronics Ltd BAJE.NS

Order inflow In-line Largely unchanged

Bharat Heavy Electricals Ltd BHEL.NS

CG Power and Industrial Solutions Ltd. CGPO.NS

Power segment revenue Likely upside surprise Modest revision higher

Container Corporation of India Ltd CCRI.NS

EXIM EBIT Margins Likely downside surprise Largely unchanged

Crompton Greaves Consumer Electrical Ltd CROP.NS

EBITDA margin In-line Largely unchanged

Dixon Technologies (India) Ltd DIXO.NS

Revenue growth Likely upside surprise Largely unchanged

Havells India Ltd HVEL.NS

EBITDA margin Likely downside surprise Modest revision lower

Hindustan Aeronautics Ltd HIAE.NS

Kaynes Technology India Ltd KAYN.NS

KEI Industries Ltd KEIN.NS

Larsen & Toubro Ltd LART.NS

Order inflows Likely upside surprise Largely unchanged

LG Electronics India Limited LGEL.NS

EBITDA margin Likely upside surprise Largely unchanged

Polycab India Ltd. POLC.NS

EBITDA growth Likely upside surprise Largely unchanged

Solar Industries India Ltd. SLIN.NS

Defence revenue Likely upside surprise Modest revision higher

Suzlon Energy Limited SUZL.NS

WTG Sales Likely upside surprise Largely unchanged

Syrma SGS Technology Ltd SYRM.NS

Revenue growth Likely upside surprise Modest revision higher

Titagarh Rail Systems Ltd TITG.NS