Key pointers of the National Steel Policy 2017 and its targetsThe Indian Ministry of Steel set bi...
Small ticket LAP: <10% penetration implies huge untapped opportunity Our recent int...
We hosted R. Srikrishna, CEO, Hexaware, to gauge technology demand trends and growth outlook. Ke...
Options galore; which ones to choose from the lotWe have analysed various auto ancillary business...
Non-core asset sale ? a sentimental positiveIndia Cements (ICEM) is ?walking-the-talk? regarding ...
FOMC?s Goldilocks projections overlook impending fiscal drag, especially from student-loan repay...
Our channel checks suggest that a weak demand scenario for tiles could drive softer volume growt...
We went through various Indian oil and gas (O&G) companies? FY23 annual reports and their su...
Although domestic 2W volumes have grown ~5% in YTDFY24 at ~7m units, they are lower by ~26%/~13%...
Key business perspectives from the annual reports of GUJGA, IGL and MAHGL* The onset of Russia-Uk...
Aug?23 Export trends: A mixed bagWe analysed export data trends for Aug?23 which appears to be a ...
HAL to benefit the most from the recently issued AoNs; order inflow for BEL continuesThe Defence ...
Tracking the journey of CG Power in durables and its likely impact on incumbentsWe analyse the pr...
Key takeaways from the cement expert meeting include: 1) Nearly 65-70mt of cement capacity addit...
IndiGo maintaining market share even with lower PLFs; aircraft grounding is a transient issueHigh...
Our survey reveals - Advertising on food aggregators is a HIT; eB2B getting good tractionWe surve...
Industrial output accelerates, but still-elevated non-core CPI inflation is set to moderateIndust...
Banks? sectoral credit deployment data for Jul?23 (as of 28 Jul?23) suggests non-food credit stan...
Brent crude price has risen to +USD 90/bbl driven by Saudi Arabia and Russia?s decision to extend...
Passenger traffic for Aug?23 marginally increased by ~3.0% MoM to 12.4mn. Sep?23 passenger traff...
We expect the 3+1 telecom industry structure to sustain in medium term with the government suppo...
Power demand witnessed a strong growth in Aug?23. With the energy demand in the range of 4,500-5...
Premium cars continue to shine; CV demand is stabilisingWe recently interacted with dealers of Ma...
Profitability across NBFCs-HFCs remained robust during the past five years despite covid as refle...
CY22 was an exceptional year for Indian residential real estate but there have been concerns on t...
The life insurance industry delivered healthy retail APE growth of 14.4% for Aug-23, led by the p...
HRC prices in traders’ market rose by INR 900/te while rebar prices in primary market rose ...
We monitor monthly indicators to assess the freight and cargo movement across the road, port and ...
We hosted Namratha Dharshan, Chief Business Leader, and Sashidharan Balasundaram, Principle Analy...
Aug’23 was an eventful month for the defence sector. Key points: 1) An order worth INR 190b...
Our channel checks suggest that pan-India average cement prices declined marginally (Rs2/bag) to ...
Our analyses of 22 global technology companies’ recent quarter performance and management c...
China policy measures, domestic price hikes improve sentiment * Chinese authorities have taken...
Sector performance The month of August was a mixed bag again for the auto companies. 2Ws poste...
Optimistic outlook continues with healthy 1Q performance The hotel industry witnessed healthy ...
NHAI project awarding subdued after robust 4QFY23 * As of Aug’23, project awarding by NH...
State elections unlikely to derail collection efficiency trend Collection efficiency across MF...
Near-term demand outlook tepid, medium-term healthy Woodpanel companies under our coverage rep...
Q1FY24 review: Yet again a subdued quarter though earnings are likely to have bottomed out Q1F...
Jul’23 sectoral credit deployment: Adjusted non-food credit growth moderates to 14.8% YoY ...
Power demand continued to grow in Jul’23 post pick up seen in the month of Jun’23 and...
Mphasis (MPHL IN; NOT RATED) , at its 2023 analyst day, laid bare the underlying construct of its...
Inventory build-up in PVs initiated much before festive season As per our channel checks and a...
The services sector, led by Financial and RE services, anchored Q1FY24 growth (7.8%), while manuf...
Credit growth running ahead of expectation, led by unsecured retail and corporate credit pick-up ...
This is NOT a template-based results review report (of aggregate performance, charts et al). This...
* The price correction, which had begun from early CY23, has shown visible signs of reversal sinc...
