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20 Feb 2025
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Infrastructure
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Axis Direct
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Sector Update
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Top Conviction Ideas (Infra-Road & Others) - HG Infra Engineering Ltd, Kalpataru Projects International Ltd, J Kumar Infraprojects Ltd.
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07 Jan 2025
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Infrastructure
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Axis Direct
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Sector Update
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Q3FY25 Earnings Preview - INFRA-ROAD & OTHERS
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22 Nov 2024
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Infrastructure
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Axis Direct
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Sector Update
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Top Conviction Ideas - H.G. Infra Engineering Ltd; G R Infraprojects Ltd; J Kumar Infraprojects Ltd.
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08 Oct 2024
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Infrastructure
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Prabhudas Lilladhar
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Sector Update
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07 Oct 2024
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Infrastructure
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Axis Direct
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Sector Update
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Our Preferred Picks in the Sector Infra-Road: HG Infra Engineering Ltd; J Kumar Infraprojects Ltd.
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08 Jul 2024
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Infrastructure
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Axis Direct
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Sector Update
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Our top positive plays are: PNC Infratech Ltd, HG Infra Engineering Ltd, J Kumar Infraprojects Ltd
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05 Jun 2024
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Infrastructure
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Axis Direct
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Sector Update
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Top Sector Ideas - Infra Road Q4FY24
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05 Apr 2024
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Infrastructure
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Axis Direct
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Sector Update
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Infra-Road Q4FY24 Earnings Preview
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19 Feb 2024
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Infrastructure
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Axis Direct
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Sector Update
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Top Sector Ideas - Infra Road Q3FY24
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05 Jan 2024
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Infrastructure
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Axis Direct
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Sector Update
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Infra-Road Q3FY24 Earnings Preview
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06 Oct 2023
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Infrastructure
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Axis Direct
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Sector Update
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Infra-Road Q2FY24 Earnings Preview
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06 Jul 2023
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Infrastructure
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Axis Direct
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Sector Update
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Our preferred picks in the sector: PNC Infratech, HG Infra; KNR Construction
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08 Jun 2023
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Infrastructure
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Axis Direct
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Sector Update
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Key Monitorables - Direction of RM, Appointed date, Order Inflow, and Execution Top Picks from the Sector: PNC Infratech Ltd; H G Infra; KNR Constructions Ltd
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06 Jan 2023
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Infrastructure
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Axis Direct
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Sector Update
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Infra-Road Q3FY23 Earnings Preview
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31 Oct 2022
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Infrastructure
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Edelweiss
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Sector Update
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Infrastructure sector output registered strong growth in September'22 with the year-on-year increase in output coming in at a three-month high.
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31 Oct 2022
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Infrastructure
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ICICI Securities Limited
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Sector Update
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We expect domestic T&D ordering to see a gradual pickup in H2FY23 with initial signs of recovery (strong growth in T&D orders inflow announcements) and government’s measures to increase the transmission capacity.
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07 Oct 2022
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Infrastructure
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Axis Direct
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Sector Update
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Infra-Road Q2FY23 Earnings Preview
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06 Apr 2022
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Infrastructure
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Axis Direct
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Sector Update
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Road Infra- Q4FY22 Result Preview
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05 Oct 2021
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Infrastructure
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Prabhudas Lilladhar
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Sector Update
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With economic activity opening up and lockdown restriction being eased, we expect awarding momentum to garner pace from 2HFY22E primarily in Roads, Urban Infra, Railways and Water/Irrigation segments (NIP outlines investment of over ~Rs103trn over the next 5 years). NHAI has a robust awarding pipeline of over 4,500-5,000km of projects to be awarded within 6-9months, giving road players huge opportunities to tap. Further, most companies indicated that they have a healthy bid pipeline in other sectors such as Metro (over Rs150-200bn), Railways...
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05 Jul 2021
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Infrastructure
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Prabhudas Lilladhar
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Sector Update
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Second wave of Covid- A temporary blip in execution: We expect subdued execution in Q1FY22 impacted by second wave led partial lockdowns. 1Q revenues stand affected by 1) lower execution given labour availability fell by ~20-25% v/s pre-covid levels (mainly in Apr-May'21) and 2) toll collections dipped 15-20%, as economic activity witnessed slowdown. However, on low base in FY21 due to complete lockdown(s), revenues are expected to see a growth of 55% YoY (average). EBITDA margins are likely to be impacted by higher pandemic related cost and negative operating leverage. We expect execution to approach normalcy...
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