Robust PV/CV demand; Tractor momentum continues; Entry-level 2W picks up; supply normalization &n...
Seasonality dents growth and bottom-line FSN E-Commerce Ventures (Nykaa) reported sequential r...
E-Auction realisations + FSA volumes raise profits Coal India (CIL) reported PAT (Ex OBR) at I...
In line results; management ups growth guidance MTAR Technologies 4Q22 results were in line wi...
In a sweet spot; Reiterate BUY Balrampur Chini’s (BRCM) 4QFY22 revenue grew by 26% YoY t...
Export duty on steel far outweighs raw mat. duty benefits The Government of India on 21s...
In-line results; growth guidance maintained Data Patterns reported 9% YoY growth in revenue (i...
Strong comeback Zomato reported significant sequential improvement in all key operating and fi...
Volume growth coupled with price hikes drive performance Kirloskar Oil Engines (KOEL) 4QFY22 r...
4Q Adj. PAT +19% YoY; RE capex to pick up from FY25 NTPC 4Q FY22 adj PAT came in at INR 45.6 b...
Quite a lot of work still needs to be done GCPL’s Mar-Q report was weak with the entire ...
Domestic PAX recovers to 92-96% of Pre-Covid normal GMR Infra (GMRI) reported FY22 adj. loss o...
Well-positioned for value-creation; we cite three key drivers We see potential for ITC to reve...
4G upgrades recovering as sim consolidation abates; maintain BUY Bharti Airtel’s 4QFY22 ...
Out of the woods; best ahead PVR and Inox Leisure have withstood the worst of the pandemic and...
Muted quarter; guidance intact Kajaria Ceramics (KJC) delivered muted earnings in 4QFY22 as ti...
On the Mend While there is increasing concern on macro challenges for Indian techs due to slow...
HIGHLIGHTS Macrotech announces US$1bn Green Digital Infrastructure Partnership with lvanhoe Ca...
Subdued performance given industry level challenges Amber 4QFY22 results were missed estimates...
On a strong growth path; maintain BUY Anupam Rasayan’s (ARIL) 4QFY22 EBITDA was 12%/18% ...
Resilient performance; cost optimisation to drive profitability In 4QFY22, TVS Motor (TVSL) re...
FY23 margin picture not scary unlike peers’ The street’s perception of Marico bein...
Encouraging signs; gearing up for a blockbuster FY23 Inox Leisure results indicate momen...
Strong order book, capacity expansion to drive earnings Gokaldas Exports reported a revenue in...
Soft operating performance In 4QFY22, L&T Finance Holdings (LTFH) generated PAT of INR 3.4...
2025 targets contingent on flawless execution In 4QFY22, M&M Financial (MMFS) generated PA...
Positive surprise on both margin and volumes Britannia 4QFY22 report was a positive surprise o...
Finance and life insurance businesses put up strong performance In 4QFY22, Bajaj FinServ (BJFI...
Sequential decline across segments; strong rural sentiments drive tractor demand n Apr’2...
Steady operational performance driven by muted opex NAM reported an operating PBT of INR 2bn (...
Good for now; Margin commentary needs watching Sequential revenue growth across the sector is ...
Techincal Quote on Market by Mr. Rahul Sharma ,Director, Head- Technical & Derivatives Resear...
Strong volumes to benefit in 4Q; Price hikes are still awaited Cement demand picked up s...
JM Financial Limited, India’s leading diversified financial services group has announced th...
Strong quarter; pushing the pedal on tech investments In 4QFY22, Bajaj Finance (BAF) delivered...
‘Best in Class’ at attractive valuation CMS Info Systems (CMS), India’s larg...
Capex momentum on track We put down a list of industrial indicators that represents capex spen...
ROEs impacted by higher claims and investment into distribution n 4QFY22, ICICI Lombard (ICICI...
In-line performance; dividend play Hindustan Zinc reported 4Q EBITDA of INR49.6bn, in line wit...
Best-in-class ICICI Bank delivered RoA/RoE of 2.0%/16.8% in 4QFY22 – ahead of our and st...
Cotton price inflation to impact margins; long term prospects intact Indian cotton sheet / ter...
CRAMS business poised for strong growth; maintain BUY We believe Navin’s existing CRAMS ...
Mar’22 power generation 3yr CAGR at 6%; Apr’22 (1-4 th) 3 year CAGR slows to 3% On...
4Q Preview: Tariff hike to boost earnings despite muted subs addition We expect 4QFY22 to be a...
RBI’s normalisation path a risk for lending business margins RBI’s unease with the...
CSM pipeline remains strong; maintain BUY We believe PI’s CSM molecules pipeline is like...
PV/CV segments improve sequentially; weak rural sentiment impacts 2W/tractor demand In Mar&rsq...
On a steady path; maintain BUY We recently interacted with the management of Gateway Distripar...