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India Inc Q2 Wrap: Autos Gain, Durables Strain as One-Offs Cloud Bottom Lines

GST shifts, heavy rains, plus one-off items left demand uneven, muddying headline profits.

Overview

  • More than 700 companies released July–September results on Nov. 13–14, with consumer prints mixed as Jubilant Foodworks’ profit tripled to Rs 186 crore and Marico’s stayed flat with margin pressure.
  • Eicher Motors posted PAT of Rs 1,369 crore on 45% revenue growth, with Royal Enfield recording a quarterly sales peak of 3,27,067 motorcycles and VECV improving volumes and profit.
  • Hero MotoCorp delivered revenue and profit growth near 16% and sold 16.91 lakh units, with management citing a lift from GST changes plus festive buying.
  • Voltas’ revenue fell 10% and net profit slid 74% to Rs 34.3 crore as early monsoon and GST-related deferments hurt offtake, compressing EBITDA margin to 3%.
  • Tata Motors’ newly listed commercial-vehicle company reported a Rs 867 crore consolidated net loss driven by ~Rs 2,026 crore mark-to-market losses on Tata Capital, even as CV volumes rose 12% and the IVECO acquisition progressed through approvals.