The market is eyeing the results coming tomorrow. Tomorrow the Nifty will present the results of 6 companies including SBI, ITC, Bharti Airtel. Also, the results of 10 futures companies will be awaited. So let’s take a look how the result can be a look?
According to CNBC-Awaaz pole, SBI’s profit may increase by 88% in the December quarter. At the same time, interest in earnings is possible by 7%. However, NIM may show stability on a quarterly basis. NIM is possible to decrease from 3.14% to 3.1%. Loan growth is possible between 13-14%. The impact on profits from lower treasury gains is possible. Increase in MTNL and Agri NPA is possible pressure on slipages.
In the third quarter, the company’s profit may increase by 11 per cent to Rs 4000 crore on an annual basis. At the same time, the revenue is possible by 4.4 percent. The company’s EBITDA has a jump of 11 per cent.
Where will the eye be seen?
7% growth is possible in Indian business on a quarterly basis while 4% growth in African business is possible. ARPU is possible to increase `247 from` 233. The ARPU may show a jump of 6% on a quarterly rate quarter basis.
FY26 is trading at 25x. There was no change in the tax on Tambakhu in the budget. Since January 2025, the hotel business has come out of the company. According to the CNBC-TV18 poll, cigarette volume growth can be 3-4 per cent while FMCG income growth is possible by 5-7 per cent. At the same time, the growth of hotel income can show a rise of 12-15 percent.
Q3 may see a decline of 7.8 per cent in the company’s profits. In fact, the pressure in profit in the company’s base quarters is possible due to the tax refund of Rs 470 crore. However Margins can be at 34.5%.
According to the CNBC-TV18 pole, the company can live between 4-5% in Q3. Value growth between Price Hike is possible between 0.5–1%. Lack of 200 BPS in gross margin is possible. In Q3, the company’s profit may be reduced by 4 per cent to Rs 534 crore. While the revenue is possible by 5.8 percent.
The market will be eyeing the company’s commentary regarding the inflation, urban demand, category growth and diversification plan of Raw Material.
In Q3, the company’s profit may increase by 40 per cent on an annual basis and can come to Rs 519 crore against Rs 370.6 crore last year. At the same time, a jump of 35 percent is also possible in revenue.
The market will be watching the high base and weak consumer sentiments. At the same time, revenue is expected to increase from Judio Store. In income, margins are possible from more part of the judio.
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