Analyst Meet Update: Strategic growth driven by infrastructure expansion Our View MAHGL is ...
New approvals lack bite; DRL key beneficiary In this report we look at FDA approvals in Q1 so ...
An ideal proxy to strong construction demand We initiate coverage on APL Apollo Tubes Ltd (APL...
Aging profitably We initiate coverage on United Spirits Ltd/Diageo India (UNSP) with Rs1,320 t...
Margin set to improve; upgrade to ADD Result Synopsis IFBI revenue grew 7.9% yoy (9.5% lowe...
While credit cost, at the aggregate sector level, is not a major problem, there clearly are disti...
Growth and Yield were stronger Stronger-than-expected performance Muthoot’ consolida...
Europe to progress well; Indian operations to remain steady Result Synopsis Tata Steel&rsq...
Expect 17% Revenue CAGR, assign BUY! Result Synopsis Stylam Industries Ltd (SYIL), register...
Healthy 4Q; Margins make new peak Colgate-Palmolive (India) Ltd. (CLGT) delivered strong opera...
Beat on all front, stock available at lucrative valuations - maintain BUY! Result Synopsis ...
Below the Views on the latest SEBI announcements around Finfluencers by Mr. Anshul Arzare, M...
Bringing projects fast to execution phase is key Our view Oberoi Realty (OBER) reported th...
Revenue target of Rs29Bn deferred by 1.5 years! Result Synopsis Cera Sanitaryware Ltd (CERA...
Heavy discounting in kitchen Appliances impacts performance; maintain Neutral Result Synopsis...
Volume growth to be ~10%CAGR; maintain SELL! Result Synopsis Finolex Industries Ltd (FNXP)...
Growth and Yield were stronger Stronger-than-expected performance Muthoot’ consolidat...
Europe to progress well; Indian operations to remain steady… Result Synopsis Tata St...
Subdued volume outlook Result Synopsis Dr Lal guided to better FY25 growth than FY24 less ...
Punchy valuation amid continued strong performance; Downgrade to NEUTRAL Result Synopsis P...
Positives seems somewhat priced in Our view – Yield niggles continue to emerge unexpect...
Structurally moving right CARE’s PAT in Q4 FY24 was below our estimate on account of so...
In-line performance Valuation and View Eicher Motors (EIM) 4QFY24 consolidated results were...
Weak performance impacted by lower EBITDA spreads, while volumes were in line Our View Maha...
Growth rebounds margins to follow from 2HFY25; reiterate BUY Result Synopsis Orient Electri...
Placed as a top pick in May 2023, BoB guides for stability Our view – Management broadly...
Refining margins disappoint on lower distillate yield, while marketing better than expectations ...
Strong performance, marketing core margins drives the integrated margins and earnings Our Vie...
Needs to deliver incremental RoA improvement In-line performance excluding fraud provisioning...
Earning growth to rebound in FY25 led by volumes Britannia Industries Ltd. (BRIT) 4QFY24 head...
In line performance with healthy reported GRMs Our View Mangalore Refinery Petrochemical&rs...
Volumes to improve + Pricing cycle to reverse Marico Ltd. (MRCO) 4QFY24 headline performance w...
Initiated as BUY in March 2022, INBK multiplies nearly 3.5x but still has material upside Our...
Sturdy all-round delivery Performance was strong on all aspects Aptus’ performance on...
Performance of ex-Revlimid US business key Result Synopsis Revlimid may have just ebbed QoQ...
Expect 10% volume CAGR; maintain NEUTRAL! Result Synopsis Sluggish domestic demand and high...
Defence order wins strong; Downgrade to ADD Valuation and View – Diversified revenue bas...
Weak performance on lower EBITDA spreads; overall volumes were in line Our View Indraprasth...
Stronger performance on higher EBITDA spreads Our View Gujarat Gas' Q4FY24 results exce...
Underlying ICE margins continues to be healthy Valuation and View – Operating performanc...
Headwinds in projects business to recede, RAC to outshine; upgrade to ADD Result Synopsis V...
We anticipate AUV & margins to rebound in FY25 Westlife Foodworld Ltd. (WFL) 4QFY24 toplin...
30-35% growth, achievable with strong pipeline Our view Arvind Smartspaces (ARVSMART) close...
Await US recovery and scale up; D/G to Reduce Result Synopsis Q4 turned out a weak revenue ...
Renewed push for growth; U/G to ADD Result Synopsis Vijaya management appeared upbeat on c...
In-line; Valuations fully reflect merger synergies Valuation and View – Growth challeng...