Value accretive acquisition of Johari Digital While revenue decline in Healthcare segment has ...
Post speaking with white goods and durable companies, we note the key budget expectations are: (1...
Reduction in exports duty on steel; negligible impact on durable companies The Ministry of Fin...
Price hikes of 20-25% over the past 18 months, ~200bps increase in interest rates as well as high...
Strong correlation of earnings and stock price with copper prices While consensus appears conc...
While we model EBITDA margin expansion for the sector in H2FY23 due to steep correction in input ...
GST rate on LED bulbs likely to increase: Passing on of additional cost to consumers when inflati...