l&t q2 expectations: Q2 Results Tomorrow: What to expect from Bharti Airtel, L&T, Tata Consumer?

A plethora of firms are scheduled to launch their quarterly earnings on Tuesday, and topping the record are Nifty 50 majors Bharti Airtel, Larsen & Toubro, and Tata Client Merchandise.

Indian Oil Company, GAIL (India), Mankind Pharma, Jindal Metal & Energy, Adani Whole Fuel, Star Well being and Allied Insurance coverage, Max Monetary Companies, Vedant Fashions, Motherson Sumi Wiring, and Ajanta Pharma, amongst others will even element earnings on Tuesday.

Right here’s a abstract of analysts’ expectations from the earnings of a few of the above-mentioned firms.

Bharti AirtelAnalysts anticipate the telecom operator to see a 2-4% sequential progress within the consolidated income for the September quarter, led by a 2-3% progress in India wi-fi enterprise.

Kotak Institutional Equities expects ARPU or common income per consumer to enhance by 2% sequentially to Rs 203, pushed by continued enchancment in subscriber combine and better variety of days within the final quarter.

The brokerage expects the nation’s second largest operator to report internet addition of 4 million subscribers, versus 3.2 million within the June quarter.Whereas Motilal Oswal Securities expects working margin to be flat, Nuvama Institutional Equities sees profitability enhancing 50 bps sequentially. Key monitorables will likely be in progress on 5G adoption, pay as you go to postpaid conversion developments, any affect on 2G consumer base, traction in dwelling broadband, and different new initiatives.

Larsen & ToubroThe engineering behemoth is anticipated to report a double-digit progress in each income and revenue, on the again of wholesome execution, order backlog, and softening enter prices.

Kotak Equities expects 24% YoY enchancment within the core EPC revenues on improved development exercise throughout initiatives in the course of the quarter. It expects core E&C enterprise working margin to enhance 40 bps YoY to eight.5%.

Nuvama Institutional Equities expects L&T’s FY26 strategic plan to be in focus, which entails making subsidiaries self-sustainable, sturdy presence in inexperienced vitality, and exiting non-core enterprise.

Tata Client Merchandise

The FMCG main is anticipated to submit double-digit 11% progress in revenues for the September quarter, whereas internet revenue is seen rising 25% YoY.

Working margins are seemingly to enhance, aided by the corporate’s price restructuring measures in worldwide operations. The corporate’s promoting spend is more likely to have inched up within the quarter.

IOC

The general public sector oil refiner is anticipated to submit a revenue for the quarter, in opposition to a loss within the year-ago interval, aided by sturdy retail margins of petrol and diesel amid decrease crude oil costs.

The corporate is extensively anticipated to report a revenue of round Rs 11,000 crore, in comparison with a lack of Rs 272 crore a 12 months in the past.

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(Disclaimer: Suggestions, recommendations, views and opinions given by the specialists are their very own. These don’t characterize the views of Financial Instances)