2Q CY 21 NPAT of BDT201mn (EPS: BDT3.56), against Net loss of BDT187mn (EPS: BDT-3.31) in 2Q CY 20. 2Q CY 21 Revenue increased to BDT 4,097mn (+132% yoy, 43% up from 2Q CY 19) mainly driven by volume growth from govt infrastructure projects, higher r...

BRAC Bank, our only recommended bank in Bangladesh, reported BDT 1,341mn NPAT (excluding minority interest) in Q2 CY21 against BDT 298mn reported in Q2 CY20, implying c350% YoY growth. Continuation of SME loan rate cap for an extended period (we assu...

Q2 CY21 revenue stood at BDT1,229.0mn against BDT1,384.2mn in Q2 CY20, implying c11% YoY de-growth, underperforming our expectations. In the first six months of CY 21, Reckitt's NPAT stood at BDT293.1mn (EPS: BDT62.03), up by c8% YoY. As the earnings...

Bangladesh Bank (BB) continues its expansionary stances in its latest Monetary Policy for the fiscal year 2021-22 by keeping the major policy supports taken in FY21 unchanged as businesses are yet to recover from the COVID-19 impact. However, driven ...

Unilever BD reported 2Q CY 21 NPAT of BDT 101mn (EPS: BDT8.39), implying c26% YoY decline against NPAT of BDT137mn (EPS: BDT11.40) in 2Q CY 20. As the NPAT has underperformed our expectations. The growth momentum was hindered by the lockdowns and mov...

LINDE BD reported 2Q CY 21 NPAT of BDT343mn (EPS: BDT22.54), implying a c370% yoy growth against NPAT of BDT73mn (EPS: BDT4.80) in 2Q CY 20. LINDE’s construction & gas business remained buoyant; nevertheless, some sectors such as real estate, and the...