Volumes to improve + Pricing cycle to reverse Marico Ltd. (MRCO) 4QFY24 headline performance w...
Our view – Declining credit cost, stable margin and reasonable growth keep us bullish Un...
Valuation and View – Volume outperformance to continue in FY25 BJAUT’s 4QFY24 resu...
Enough reasons to reiterate cautious stance We reiterate our relatively cautious stance on IDF...
Strong margins and asset quality but meek growth LIC HF delivered NII/PPOP/PAT beat of 4%/6%/3...
Our View Petronet LNG's Q3FY24 revealed a mixed performance with a 10.4% YoY drop in adjus...
Our View BPCL's Q3FY24 results underscore a commendable financial rebound, with a substant...
Result Synopsis JCHAC continues with its disappointing performance with revenue declining 42%....
Result Synopsis Vodafone Idea (IDEA) reported inline performance for the quarter. Both, sequen...
Our view – Sequential yield improvement may be transient Net equity inflows start to imp...
Result Synopsis Symphony on consolidated basis reported lower than expected revenue on back o...
Our view – NAM has outperformed the industry on net largecap flows Equity net flows con...
Our View BPCL's Q3FY24 results underscore a commendable financial rebound, with a substan...
Our View Petronet LNG's Q3FY24 revealed a mixed performance with a 10.4% YoY drop in adju...
Result Synopsis JCHAC continues with its disappointing performance with revenue declining 42%...
Downside Risk to Oil: Saudis Can Reverse Production Cuts Saudi Arabia has been a key player in...
Inline operating performance as it continues to lose subscribers Result Synopsis Vodafone I...
Strong performance driven by Natural Gas trading and LPG & LHC segment Our View The re...
The Indian markets present intriguing dynamics, particularly evident in the growing disparity bet...
Result Synopsis Dr Reddys’ continues to benefit from Revlimid, potentially better tracti...
Our view L&T’s Q3FY24 print came below our expectations on EBITDA and PAT front even...
Broadly in-line show MMFS’ NII and PPOP in Q3 FY24 were largely in-line with our estimat...
Net equity inflows start to improve somewhat Our view – Sequential yield improvement ma...
Exports impact topline; Margin surprises positively Gillette India Ltd. (GILL’s) Dec&rsq...
Higher domestic channel inventory leads to below than estimated performance; downgrade to ADD ...
NAM maintains healthy share in net equity flows Our view – NAM has outperformed the indu...
Strong reported GRMs, core GRMs highest amongst Indian refiners; marketing disappoints Our Vi...
In line volumes, use or pay one off income drives the reported profitability Our View Petr...
Johnson Controls-Hitachi Air Conditioning RESULT REPORT Q3 FY24 | Sector: Consumer Durables Janua...
ICICI’s RoA seems to settle at a premium level Our view – Sequential margin compr...
In follow up to our US approvals watch published in mid-August’23, we reassess US approvals...
Our view Voltamp Transformers’ (VAMP) Q3F2Y4 print was way ahead of expectations on EBIT...
Almost stable spreads and strong asset quality; disbursement growth decelerates as expected Ch...
Volume improvement crucial in FY25 for double-digit growth Marico Ltd. (MRCO) 3QFY24 consolida...
Operating performance below estimates ITC Ltd. (ITC) 3QFY24 operating performance was below es...
Key Insights: * Modi Regime adds a premium to Indian Equities * Markets see Modi ...
Our view – Equity fund under-performance seems to be still impacting equity business Ove...
Our view – Relative caution on gold loans not a structural concern Loan growth has slowe...
Soft quarter - growth was strong, margin remained under pressure and credit cost elevates BAF ...
Weak performance on lower EBITDA spreads while overall volumes were in line Our View Indrap...
New launches to expand premium positioning Valuation and View We attended HMCL's Hero W...
Muted performance for the quarter; Witnessing softer demand in the North American market Resul...
Value inch north as land comes under execution Our view DLF achieved strong presales of Rs9...
View and Valuation – Launching new SKUs for export ramp-up CEAT 3QFY24 results missed ou...
Delivers lower profitability with pressure on core NIMs, Opex and Credit Cost AU SFB delivered...
Slower card addition, higher credit cost and lower RoA/RoE SBI Card delivered an in-line PPOP ...
Operating leverage a catalyst for turnaround Result Synopsis Sagar Cements (SGC) reported d...
Steady performance shows the Indian steel story to be a solid pillar, maintain NEUTRAL Result ...