GR Infraprojects (GRInfra) has grown its orderbook sharply in the last few quarters. Orderbook wa...
ABB India (ABB) has reported another (after having reported bumper Q1CY23) superlative set of ear...
A large win in the Middle East, likely to beat its order inflow guidance for FY24 As per media...
HRC prices in traders’ market rose by INR 900/te while rebar prices in primary market rose ...
Pressing the growth pedal The Phoenix Mills (PHNX) has clocked a CAGR of 14% in consumption an...
Aug’23 was an eventful month for the defence sector. Key points: 1) An order worth INR 190b...
Stronger propane prices drive another Morbi price hike by Gujarat Gas Gujarat Gas (GUJGA) has ...
Demand and margin trend remains favourable We interacted with the management of Astral Ltd (As...
Reaching the unreached; niche position in INR 22trn MSME lending Five Star Business Finance&rs...
Tata Consultancy Services Ltd Buy Tata Consultancy Services Ltd @3419-3423; Target 34...
Currency Outlook Rupee Outlook * Rupee appreciated on Friday amid strong macro economic dat...
Well-entrenched franchise, attractive valuations Yield stabilisation in gold loans and turnaro...
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 ...
ATRACO acquisition likely to boost revenues Gokaldas Exports (GEXP) has signed a definitive ag...
Play on asset ownership in an industry upcycle We believe that Chalet Hotels (Chalet) is well ...
Demand headwinds in BFS (largest vertical) persist, but the same is not reflected in valuations; ...
Jupiter Life Line Hospitals Limited (the “Company”) is among the key multi-...
Better claims experience: A business moat warranting high multiples Better claims experience s...
FY23 annual report analysis: Strong growth in end-user industries leading to healthy EVA creation...
Inventory build-up in PVs initiated much before festive season As per our channel checks and a...
Strategy 2.0 – To focus on absolute profit growth instead of margins Crompton has done k...
Weakest month of OHT exports since destocking started a year back Weakness in OHT exports from...
This is NOT a template-based results review report (of aggregate performance, charts et al). This...
Strong growth across segments with recovery in margins Orient faced multiple extraordinary eve...
Value accretive acquisition of Johari Digital While revenue decline in Healthcare segment has ...
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...
Strategy Manufacturing growth likely to be driven by products related to capex cycle while gen...
EBITDA to grow in FY24 despite weak start in Q1 Galaxy Surfactants’ (GSL) Q1FY24 EBITDA/...
Muted bromine business; outlook improving Archean Chemical’s (ACI) Q1FY24 EBITDA dipped ...
Weak Q1 performance due to lower scale; going ahead co expects volume increase Landmark Cars&r...
Cash flows disappoint, debt levels a key monitorable Godrej Properties (GPL) clocked muted Q1F...
Twin Deficit Watch: Fiscal improvements slowed in Q1FY24, but CAD likely to vanish in FY24 The...
Beat driven by exports; sustainability of profitable growth the key ahead Sansera Engineering&...
FY23 Annual Report – broad-based earnings strength; FCF remains negative The FY23 annual...
Bumpy ride ahead? Contrary to Street’s expectations, Q1FY24 results for cement companies...
Another quarter of subdued profitability Bosch India’s (BOS) Q1FY24 EBITDAM at 11.3% (do...
Revamping business model to restore margins Thyrocare Technologies has reported an improvement...
Macro-model: Expect industry revenue CAGR of 12% over FY23-FY26E We have revisited our industr...
India flying high again Traffic at the GMR-managed Delhi and Hyderabad airports grew 18% and 2...
Manufacturing led to good quarter, maintain BUY ISGEC Heavy Engineering (ISGEC) reported a goo...
Visible trajectory improvement under leadership of Anuj Jain; Upgrade to ADD Kansai has introd...
Muted quarter but transitory in nature; IT transformation and management stability reinforce our ...