A long gestation turnaround
Godrej delivered a price-led growth quarter (+8% YoY) with 4% growth in India volumes (3-year CAGR; down 6% YoY though). HI had a weak quar..
Healthy execution; margin pressure continues
Thermax has delivered strong execution with ~57% YoY revenue growth to Rs16.5bn in Q1FY23 led by 62% and 61% YoY growth in..
Dairy companies have raised milk selling prices by 8-10% in the past eight months due to sustained rise in milk procurement prices. Wholesale milk prices have increased b..
1*1 with Hindustan Unilever
Inflation is good, volatility is even better (for share gains), for larger, well-managed organisations like HUL, in our view. If FY22 was t..
Preparing for ambitious journey; opportunities galore
We had a meeting with the management of SRF during which we were briefed on its ambitious journey involving a cap..
Financial services business price discovery; goes expharma a day prior to record date
Piramal Enterprises (PEL) has fixed September 1, ‘22 as demerger of Piramal..
Improved ordering outlook to lead the way
Techno Electric & Engineering Company’s (TEEC) FY22 annual report highlights its strong business from FGD segment m..
The average number of daily fliers in Sep’22-TD stands at ~336k vs 326k in Aug’22. For Sep’22-TD, the average number of daily departures stood at 2,589 ..
Strong performance; Growth trajectory remains intact
Sumitomo Chemicals reported strong revenue growth of 26% YoY during the quarter in-spite of delayed monsoon. We no..
Protecting margins; revenue growth tepid
Rossari Biotech’s Q1FY23 result was a mixed print with weak revenue (standalone revenue dipped 11% QoQ / up 15% YoY), wh..
Set for rerating; drivers of FCF converging
After having doubled its gross debt on books during FY17-FY22, we believe Apollo Tyres (APTY) is now taking the right path,..
Improving visibility on credit growth revival – the key catalyst for next leg of rerating
DCB Bank’s (DCB) credit growth trajectory was impacted sharply du..
Rupee weakens against US dollar on Thursday
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Midday Review: Sluggish trend continues on street
Escorts Kubota records 38.7% jump in September tractor sales
Turmeric Trading Range For The Day is 6732-6924 - Kedia Advisory
Suzlon Energy to continue with rights issue opening next week
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