IB revenue and MTF book drive overall profitability * ICICI Securities (ISEC)’s 4QFY24 r...
Growth outlook steady; RoA to sustain at ~2% Estimate 24% earnings CAGR over FY24-26 * EQU...
Strong show led by surge in orders * Net brokerage income grew 65% YoY to INR6.8b in 4QFY24 an...
Strong margin momentum maintained EBITDA per vehicle scales new high despite surge in EVs ...
Business integration impacts EBITDA * Tata Communications (TCOM) reported 1% growth QoQ in rev...
PAT miss 6% YoY; VNB margin lower than estimates Guides for steady VNB margins * HDFC Life...
The baby food sugar controversy – A concern for Nestle * Nestle’s baby food produc...
Margins maintained despite lower sequential volumes Domestic 2W (industry) volumes to grow 7-...
Modest FY25 guidance to weigh on near-term returns Strong deal wins improve visibility for FY2...
Single digit growth in premium income: HDFC Life Insurance reported net premium income growth of ...
Revenue declined & below our expectations: Infosys reported decline in Q4FY24 constant curren...
Focus on renewable power, ISMT turnaround key monitorable Kirloskar Ferrous reported consol. E...
Macro continues to take a toll Bajaj Electricals’ (BEL) posted another weak set of earni...
Steady quarter; growth uptick awaited LICHF reported a minor beat on PAT (+3% vs JMFe) at INR ...
Our view – Equity fund under-performance seems to be still impacting equity business Ove...
Our view – Relative caution on gold loans not a structural concern Loan growth has slowe...
Soft quarter - growth was strong, margin remained under pressure and credit cost elevates BAF ...
Weak performance on lower EBITDA spreads while overall volumes were in line Our View Indrap...
New launches to expand premium positioning Valuation and View We attended HMCL's Hero W...
- CIFC’s 3QFY24 PAT grew 28% YoY to INR8....
- Bajaj Finance (BAF)’s 3QFY24 reported PAT grew 22%&nbs...
- ITC’s revenue growth of 1.6% in 3QFY24 ...
- Vedant Fashions’ PAT/EBITDA growth remained soft ...
Earnings in line with our estimate - APL Apollo T...
No Brakes on growth; Play on EV light-weighting Opportunity Leading supplier in 2W segment wit...
- GAIL reported EBITDA of INR38.2b in 3QFY24, 10% ab...
Delivers a healthy P&L performance - Macrotech Dev...
Company Background Kilburn Engineering Limited (KEL), incorporated in 1987, is engaged in desi...
Margin beats estimates Margin expands 20bp QoQ to 12.8% Mahindra &...
Strong Quarter Aptus Value Housing Finance (Aptus) reported a strong quarter with PAT of INR 1...
SSSG weakness continues to drag profitability Devyani’s 3QFY24 earnings were below our f...
Growth momentum continues Five-star business finance (Five-Star) continues its strong performa...
Inventory rationalisation unlikely be to be repeated UPL’s 3QFY24 EBITDA missed JMFe and...
Muted performance for the quarter; Witnessing softer demand in the North American market Resul...
Value inch north as land comes under execution Our view DLF achieved strong presales of Rs9...
View and Valuation – Launching new SKUs for export ramp-up CEAT 3QFY24 results missed ou...
Delivers lower profitability with pressure on core NIMs, Opex and Credit Cost AU SFB delivered...
Indostar Capital Finance (Indostar) reported an improvement in business momentum during the ...
- MAS Financial Services (MASF)’s 3QFY24 PAT grew 24%&nb...
Replacement and exports demand should continue to drive growth - ...
Strong volume performance JSW Infrastructure (JSWIL) posted a strong performance in 3QFY24 wit...
Slower card addition, higher credit cost and lower RoA/RoE SBI Card delivered an in-line PPOP ...
Operating leverage a catalyst for turnaround Result Synopsis Sagar Cements (SGC) reported d...
Steady performance shows the Indian steel story to be a solid pillar, maintain NEUTRAL Result ...
Asset quality ratios deteriorate - Equitas Small Finan...
Strong 3Q deal wins positive for FY25E growth - Cyient ...
Earnings to gain traction in FY25 - AUBANK reported PAT of ...
Management has guided for flattish YoY tonnage in 4QFY24 - &n...