JPMorgan-India Equity Strategy 1Q FY25 Earnings Dissector Upgrade St...-109913200
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- 📄 文件全名
- 《JPMorgan-India Equity Strategy 1Q FY25 Earnings Dissector Upgrade St...-109913200.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Nifty 50’s ex-financials revenue/PAT came in at +6%/+4% YoY and
- 20%/24% (using Bloomberg consensus estimates for the non-covered
- +7%/-4% YoY with EBITDA margins expanding by 52bps, leading to an
- overall operating margin of 22%. MSCI India’s Beat/Miss came at 32%/27%.
- Industrials had the most beats (>+5% of estimates), whereas Energy had the
- 🏷️ 核心议题
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