Efforts towards reaching 500GW of non-fossil fuel based installed capacity by CY30, as well as setting up more conventional capacity to cater to the expected doubling of ..
With India set to become as Unilever’s largest market by value overtaking US (undefined timeline though) (link), we reiterate how Indian consumer MNCs deliver immen..
Price hikes of 20-25% over the past 18 months, ~200bps increase in interest rates as well as higher electricity rates have resulted in 13-28% increase in the cost of owne..
Seasonality was the reason for the overall softer Q2 FY23 awarding sequentially, though y/y growth in high single-digits means healthy assurance is set to continue. More ..
Companies in our Building Material coverage universe are expected to post 3-year CAGR of 13% (median) in Revenue and 11% (median) in EBITDA in 2QFY23 (3%/ 4% respectively..
Clarity emerging on the realization of upstream companies
* Brent crude oil prices surged to USD107/bbl in Jan-Jun’22 from USD80/bbl in FY22, which led to the im..
Below is view on Auto Sector By Mr. Vinkesh Gulati, Chairman – Research & Academy, FADA and Partner – United Automobiles
We hosted Mr. Vinkes..
Q2 FY23 Healthcare Results Preview
Modest quarter, operational performance to recover sequentially
For the pharma companies we cover, Q2 FY23 revenue growth is expe..
According to our proprietary model, B2B e-commerce total addressable market (TAM) is poised for a CAGR of ~55.8% over FY23E-FY25E. However, IndiaMART and Just Dial, the t..
Indicative passenger traffic for Sep’22 implies a marginal increase on a monthly basis to 10.3mn, with recovery close to ~89% of pre-covid levels. Early trends for ..
Over the last couple of months, prices of most basic chemicals have started declining, led by the fall in crude oil and vegetable oil prices. Moreover, as per several pre..
The Life Insurance Industry’s Product mix for Sep-22 confirmed the broader trends displayed earlier: (1) Non-Par products continue to gain share in the retail APE p..
Yen holds on to gains as traders digest BOJ surprise policy tweak
India’s RBI likely sold dollars, received forwards to stem rupee’s drop - traders
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
Presented in the shadow of upcoming polls, Budget likely to be tightrope walk
FM Nirmala Sitharaman holds the key to a revival of capital markets
Measures likely to give some momentum to laggard deposits
Budget wishlist: Skilled workforce, clean energy, geo-spatial mapping
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