Model Portfolio Articles

IPCA Labs had a strong domestic formulation growth YOY which was offset by degrowth in YOY exports while API sales also struggled for the company. Margins continue to face pressure in the global supply chain disruptive environment.

Tata Consultancy Services (TCS) have announced its Q2FY22 results on 8th July 2021, while Infosys has released the result for the same quarter on 14th July 2021. Which Company is best between this two, get an insight on the same with the help of this 5-Point Comparative Analysis.

Revenue from Operations for standalone business stood at Rs. 1,279 crores as compared to Rs. 996 crores. A YoY growth of 28.5% and QoQ growth of 14.8%. Such strong increase for the Indian business can be attributed to volume recovery for Indian OEMs leading to good demand.

The revenue increase happened due to lower base in Q2FY21 and recovery in sales as the lockdown restrictions eased.

Godrej Consumer Products Limited (GCPL), a leading emerging markets FMCG company, announced its financial results for the quarter ending September 30, 2021, on Thursday 11th November 2021. The company has posted a Net Profit of Rs. 479 Cr. in Q2FY22, and has witnessed steady growth across all the segments. PFA the detailed analysis of the Q2FY22 & H1FY22 results of the company.

Royal Enfield realisation has increased to Rs. 1,76,700. The reason for the same are price action and favourable mix.

The spares business has higher margin. As the spares have increased this quarter by 42% YoY, the margins have improved. Spares contributed 13% to the total revenue from operations.

Company witnessed strong growth in Europe & Rest of the World markets offset by decline in Indian Markets. Margins sustained their levels with slight decline in Sequential bottom line margins.

Company has had an extremely poor run for Q2FY2022 with degrowth in all aspects except for YOY topline growth. Increase in raw material cost of 2x to 3x along with decline in volumes has led to a poor show for this Quarter.

Page Industries Limited is the exclusive licensee of JOCKEY International Inc. for manufacturing, distribution, and marketing of the JOCKEY® brand in India, Sri Lanka, Bangladesh, Nepal, and the UAE. The company has announced its Q2FY22 Results on Thursday 11th November 2021.