HUL, ICICI Bank, JSW Steel, Kotak Mahindra Bank, RIL, SBI

Earnings Post Market Hours

Reliance Industries Q2 FY23 (Consolidated, QoQ)

• Revenue up 4.3% at Rs 2,32,863 crore Vs Rs 2,23,113 crore (Bloomberg estimate: Rs 2,25,825 crore)

• EBITDA fell 25% at Rs 28,416 crore Vs 37,997 crore (Bloomberg estimate: Rs 30,335.5 crore)

• EBITDA margin 12.4% Vs 15.6%

• Net profit fell 20% at Rs 15,512 crore Vs Rs 19,443 crore (Bloomberg estimate: Rs 14,456.5 crore

Hindustan Unilever Q2 FY23 (Consolidated, YoY)

• Revenue up 16% at Rs 15,144 crore Vs Rs 13,046 crore

• EBITDA up 8% to Rs 3,479 crore Vs Rs 3,226 crore

• EBITDA margins at 23% Vs 24.7 %

• Net profit up 22% to Rs 2,665 crore Vs Rs 2,181 crore

Kotak Mahindra Bank Q2 FY23

• Net Profit: Rs 2580.68 crore Vs Rs 2032 crore (YoY) (Bloomberg estimate: Rs 2,429.6 crore)

• NII: 5,099 crore Vs 4,021 crore (YoY)

• GNPA: 2.08% vs 2.24% (QoQ)

• NNPA: 0.55% vs 0.62% (QoQ)

Yes Bank Q2 FY23

• Net Profit: Rs 152.82 crore Vs Rs 225.5 crore (YoY)

• NII: Rs 1,991 crore Vs Rs 1,512 crore (YoY)

• GNPA: 12.89% vs 13.45% (QoQ)

• NNPA: 3.6% vs 4.7% (QoQ)

ICICI Bank Q2 FY23

• Net profit: Rs 7,557.8 crore Vs Rs 5,511 crore (YoY)

• NII: Rs 14,787 crore Vs 11,690 crore (YoY)

• GNPA: 3.19% vs 3.41% (QoQ)

• NNPA: 0.61% vs 0.7% (QoQ)

JSW Steel Q2 FY23 (Consolidated, YoY)

• Revenues up 10% at Rs 41,778 crore vs Rs 32,503 crore

• EBITDA down 59% at Rs 1,752 crore vs Rs 10,417 crore

• EBITDA margin at 4.2% vs 32%

• Net loss of Rs 848 crore against a net profit of Rs 9,791 crore

Torrent Pharmaceuticals Q2 FY23 (Consolidated, YoY)

• Revenue up 7% at Rs 2,291 crore Vs Rs 2,137 crore (Bloomberg estimate: Rs 2,340 crore)

• EBITDA up 5% to Rs 679 crore from Rs 647 crore (Bloomberg estimate: Rs 698 crore)

• EBITDA margins at 29.6% Vs 30.3% (Bloomberg estimate: 29.8%)

• Net profit down 1% to Rs 312 crore Vs Rs 316 crore (Bloomberg estimate: Rs 348 crore)

SBI Life Insurance Company Q2 FY23 (Consolidated, YoY)

• Revenue rose 8% to Rs 27,525 crore Vs Rs 25,404 crore

• Net profit up 52% at Rs 377 crore Vs Rs 247 crore

• Solvency ratio 2.19 Vs 2.12

DLF Q2 FY23 (Consolidated, YoY)

• Revenue fell 12% at Rs 1,302 crore Vs Rs 1,481 crore

• EBITDA fell 5% at Rs 436.67 crore Vs Rs 458.26 crore

• EBITDA margin 33.5% Vs 31%

• Net profit up 26% at Rs 477.04 crore Vs Rs 378.95 crore

United Spirits Q2 FY23 (Consolidated, YoY)

• Revenue up 1% at Rs 8,283 crore Vs Rs 8,209 crore

• EBITDA fell 7% at Rs 437.3 crore Vs Rs 469.1 crore

• EBITDA margin 5.3% Vs 5.7%

• Net profit up 90% at Rs 553.1 crore Vs Rs 291.8 crore. Net profit for Q2 includes Rs 381.5 crore profit from slump sale of its 32 brands

Bajaj Holdings Q2 FY23 (Consolidated, YoY)

• Revenue up 28% at Rs 188 crore Vs Rs 147 crore

• EBITDA up 24% at Rs 151.08 crore Vs Rs 121.8 crore

• EBITDA margin 81% Vs 83%

• Net profit up 10% at Rs 1242.79 crore Vs Rs 1131.57 crore. Net profit for both quarters includes share of associates Bajaj Auto at Rs 1,200 crore and Rs 1,118 crore respectively.

VIP Industries Q2 FY23 (Consolidated, YoY)

• Revenue up 56% at Rs 515 crore Vs Rs 330 crore

• EBITDA up 71% at Rs 71.58 crore Vs Rs 41.81 crore

• EBITDA margin 14% Vs 13%

• Net profit up 2x at Rs 43.4 crore Vs Rs 18.54 crore

• Declared interim dividend of Rs 2.5 per share of face value of Rs 2 each

Chalet Hotels (Consolidated QoQ)

• Revenues down 2% at Rs 247.84 crore vs Rs 253.01 crore

• Net profit at Rs 15.73 crore vs loss of Rs 13.66 crore

• EBITDA down 19% at Rs 87.71 crore vs Rs 108.77 crore

• Margins at 35.39% vs 43%

Tejas Networks (Consolidated QoQ)

• Revenues up 75% at Rs 219.94 crore vs Rs 125.76 crore

• Profit after tax at Rs 1.07 crore vs loss of Rs 6.64 crore

• EBITDA at Rs 21.54 crore vs loss of Rs 7.32 crore

• Margins at 9.8%

Credit Access Grameen (Consolidated)

• Net interest income up 39.9% at Rs 516.2 vs Rs 368.9 (YoY)

• Net profit up 171% at RS 172.03 crore vs Rs 63.05 crore (YoY)

• GNPA at 2.17% vs 7.67% (QoQ)

• NNPA at 0.77%