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 ...
As we move into the festive season, the demand outlook for chain-affiliated hotels looks strong o...
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...
Positive sentiments leads demand revival * Green shoots visible on demand front: After a pecul...
Fresh WALR movement volatile; fresh WADTDR rises after a dip in past 2 months The monthly data...
Defence DAC approves proposals worth INR 78bn: Benefit for BEL and Astra The Defence Acquis...
We analysed export data trends for Jul’23 which appears to be subdued across companies exce...
Passenger traffic for Jul’23 marginally declined by ~3.0% MoM to 12.1mn. Aug’23 passe...
Bharti gains market share across all circle categories; RJio loses market share in B/C circle, bu...
The IPM growth improved sequentially to 6.4%YoY in Jul’23 (vs. 5.1% MoM); nonetheless, rema...
Twin Deficit Watch: Fiscal improvements slowed in Q1FY24, but CAD likely to vanish in FY24 The...
Mixed bag; hopes pinned on 2HFY24 Electrical Consumer Durable (ECD) companies’ revenue g...
In 1QFY24, our NBFC coverage universe reported 45% YoY growth in PAT led by 19% YoY AUM growth, 2...
Few good approvals amidst many routine ones We take a look at US approvals data between June t...
Strategic asset liability management and other factors to protect BoB’s margin We took a...
Bumpy ride ahead? Contrary to Street’s expectations, Q1FY24 results for cement companies...
Macro-model: Expect industry revenue CAGR of 12% over FY23-FY26E We have revisited our industr...
Inflation spiked to 7.44% led by perishables, mainly vegetables, thus inking the highest sequenti...
We present the earnings conference call compendium which has the detailed takeaways from Q1FY24. ...
PVs – Improving supplies drives wholesales; Order backlog remains healthy: In Jul’...
HIGHLIGHTS * Healthy performance in Jul’23: The non-life insurance industry collected GW...
Vodafone Idea’s (Vi’s) revenue was up 1.2% QoQ, at a marginal beat to consensus/our e...
FMCG companies put up a low-key show on the topline front in Q1FY24, where pricing growth anniver...
Value Trap or Trapped Value #5 Bajaj Consumer (BaCo), Emami and Jyothy Labs (JYL) – the ...
TRAI’s May’23 subscriber (subs) data shows industry’s MBB (mobile broadband &md...
Double-digit RevPAR growth continues, demand drivers remain intact According to HVS Anarock, J...