Domestic steel consumption remains strong
We expect strong domestic demand and low finished steel inventory to support domestic steel prices. India’s domestic st..
Above our estimate; all round beat; highest ever revenue and EBITDA
* Consolidated net revenue grew 24% YoY to ~INR20.4b (v/s our estimate of ~INR18.8b). EBITDA margin..
Our View ‐ We remain positive on Voltas as it has demonstrated consistent market share gains along with industry leading margins in RAC. In other produc..
Upcoming spectrum auction
Will we see another fierce battle for supremacy?
The spectrum auction will begin on 1st Mar’21. Given the consolidation in the secto..
We hosted a call with Mr R K Bansal, veteran stress management expert and MD & CEO of Edelweiss ARC (also ex-ED of IDBI Bank engaged in SASF/CDR management) to unders..
Indian users back in market after spot LNG falls from peak
JKM spot LNG prices have plunged from US$32.5/mmbtu on 12-Jan’21 due to milder weather, end of panic ..
The silver lining
The first half of CY20 was an unanticipated turning point for the chemical industry. The dual effects of the COVID-related economic downturn and disr..
Food & Grocery
From a disruptor’s lens
The view from a disruptor’s lens is a salivating one as short of a few well-capitalised operators, the organ..
Jan’21 volume review: New Year commences on a positive note for Tractors, PVs and 2Ws
* Wholesales for Tractors, PVs and 2Ws were positive yoy in Jan’21, ..
Average daily fliers remains range bound at 248k
Weekly average daily fliers came in at 248k in the week ended (W.E) 6 th Feb’21 vs 242k in the W.E. 30th Jan&rs..
Government proposes green tax for older vehicles…
…and scrapping of government/PSU vehicles
* The Ministry of Road Transport and Highway (MORTH) has..
Paints: Analyzing Grasim’s ‘right to win’ in paint industry and impact on incumbents
Realistic view / our view: Given that Grasim targets a 20% IRR ..
Rupee falls 10 paise to 73.94 against US dollar in early trade
Rupee strengthens against US dollar on Tuesday
Rupee slips on RBI's dovish stance, 'loose' policy
Currency Squeeze: Rupee expected to weaken further
India rupee sees worst week in seven on new variant
Netural Indus Towers For Target Rs.282 - Motilal Oswal
Buy Axis Bank Ltd For Target Rs.975 - Motilal Oswal
Add Marico Ltd For Target Rs.600 - ICICI Securities
Stebin Ben collaborates with Shreya Ghoshal for new song 'Pyaar Karte Ho Na'
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