DOLLAR.NSE

Dollar Industries Ltd

Dindayal Gupta, founder and chairman emeritus of Dollar Industries Limited, passed away in Kolkata at the age of 88 due to age-related ailments. Born in Haryana’s Bhiwani district, Gupta moved to Kolkata in 1962 and built Dollar Industries from scratch, with revenues crossing Rs 1,700 crore.

In this briefing: GS Retail (007070 KS/Buy)Convenience Store Competitiveness Recovering; Earnings Forecasts Revised Up New Oriental (EDU US) - Inline 1QFY26 Results; Enhancing Profitability and Shareholder Return Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Primer: Dunelm (DNLM LN) - Oct 2025 Dollar Industries’ Big Reshuffle: Why It Matters? 1. GS Retail (007070 KS/Buy)Convenience Store Competitiveness Recovering; Earnings Forecasts Revised Up We expect GS Retail to post above-consensus 3Q25 results, with revenue of W3.15tr (+3% YoY) and operating profit of W98bn (+22% YoY). We believe the company saw qualitative improvement in the quarter, with the core convenience store business posting profit growth for the first time in six quarters and losses in inefficient “other” businesses narrowing. For convenience stores, we estimate revenue at W2.37tr (+3% YoY) and operating profit at W75.1bn (+3% YoY; OP margin of 3.2%). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: GS Retail (007070 KS/Buy)Convenience Store Competitiveness Recovering; Earnings Forecasts Revised Up New Oriental (EDU US) - Inline 1QFY26 Results; Enhancing Profitability and Shareholder Return Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Primer: Dunelm (DNLM LN) - Oct 2025 Dollar Industries’ Big Reshuffle: Why It Matters? 1. GS Retail (007070 KS/Buy)Convenience Store Competitiveness Recovering; Earnings Forecasts Revised Up We expect GS Retail to post above-consensus 3Q25 results, with revenue of W3.15tr (+3% YoY) and operating profit of W98bn (+22% YoY). We believe the company saw qualitative improvement in the quarter, with the core convenience store business posting profit growth for the first time in six quarters and losses in inefficient “other” businesses narrowing. For convenience stores, we estimate revenue at W2.37tr (+3% YoY) and operating profit at W75.1bn (+3% YoY; OP margin of 3.2%). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: HSIE Results Daily: Supreme Industries, PNB Housing Finance Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? 1. HSIE Results Daily: Supreme Industries, PNB Housing Finance Supreme Industries: Supreme Industries (SIL) reported 12% consolidated volume growth (pipes/other segments 17/-4% YoY) in Q2 Consolidated revenue was up 5% YoY EBITDA declined 7% YoY, owing to lower gross margin and higher fixed cost Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Cipla Ltd (CIPLA IN) signed an exclusive distribution and promotion agreement with Eli Lilly on 23 October 2025 to market tirzepatide under the brand name Yurpeak in India.

In this briefing: HSIE Results Daily: Supreme Industries, PNB Housing Finance Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? 1. HSIE Results Daily: Supreme Industries, PNB Housing Finance Supreme Industries: Supreme Industries (SIL) reported 12% consolidated volume growth (pipes/other segments 17/-4% YoY) in Q2 Consolidated revenue was up 5% YoY EBITDA declined 7% YoY, owing to lower gross margin and higher fixed cost Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Cipla Ltd (CIPLA IN) signed an exclusive distribution and promotion agreement with Eli Lilly on 23 October 2025 to market tirzepatide under the brand name Yurpeak in India.

In this briefing: Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady 1. Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Cipla Ltd (CIPLA IN) signed an exclusive distribution and promotion agreement with Eli Lilly on 23 October 2025 to market tirzepatide under the brand name Yurpeak in India. The deal positions Cipla as a first mover in India’s nascent GLP-1 obesity care segment, projected to grow 40x by 2030. Financially modest but strategically transformative, the deal anchors Cipla’s entry into obesity therapeutics and sets the stage for a broader GLP-1 platform spanning branded and generic drugs. 2. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices.

In this briefing: Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady 1. Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Cipla Ltd (CIPLA IN) signed an exclusive distribution and promotion agreement with Eli Lilly on 23 October 2025 to market tirzepatide under the brand name Yurpeak in India. The deal positions Cipla as a first mover in India’s nascent GLP-1 obesity care segment, projected to grow 40x by 2030. Financially modest but strategically transformative, the deal anchors Cipla’s entry into obesity therapeutics and sets the stage for a broader GLP-1 platform spanning branded and generic drugs. 2. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices.

In this briefing: Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Global Active Funds Struggle to Close the Gap in 2025 1. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices. Both its brands enjoy strong brand heritage in India as well as countries with a higher proportion of the Indian diaspora. IPO is being valued at TTM PE of 40x (lower end of 35-90x ascribed to Indian FMCGs). With a low double-digit growth profile and high ROCEs, valuations look reasonable. 2. Greaves Cotton Limited- Revving Up Greaves Cotton (GRV IN) has evolved from a traditional diesel engine manufacturer into a comprehensive fuel-agnostic mobility and engineering solutions provider.

In this briefing: Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Global Active Funds Struggle to Close the Gap in 2025 1. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices. Both its brands enjoy strong brand heritage in India as well as countries with a higher proportion of the Indian diaspora. IPO is being valued at TTM PE of 40x (lower end of 35-90x ascribed to Indian FMCGs). With a low double-digit growth profile and high ROCEs, valuations look reasonable. 2. Greaves Cotton Limited- Revving Up Greaves Cotton (GRV IN) has evolved from a traditional diesel engine manufacturer into a comprehensive fuel-agnostic mobility and engineering solutions provider.