Reports
Gain valuable insights from our periodic reports on stocks with analysis and comments from our research team after quarterly and yearly corporate result announcements.
CreditAccess Grameen’s (CREDAG) Q4FY24 earnings were ahead of estimates, driven by steady NIMs (13.1%) and healthy loan growth (+27% YoY)...
We upgrade GCPL to BUY from ADD with a TP of Rs 1450 (50x FY26 EPS, 20% premium to its 5-year average PE) as it is poised to deliver reve...
Dr Reddy’s Laboratories: EBITDA grew (14% YoY) as +13% YoY sales growth (-3% QoQ US, +5% YoY in EU, +9% YoY EMs, and +34% YoY in RoW, Ind...
Kotak Mahindra Bank (KMB) has underperformed the Bank Nifty by ~20% over the past few months on the back of three key developments: CEO t...
We believe Britannia’s biscuits portfolio can deliver mid to high single-digit volume growth (6% volume CAGR over FY14-24) in the medium...
We upgrade Marico to BUY from ADD with TP of Rs 650 (45x FY26 EPS, 10% premium to its 5 year Average PE) and move it to high conviction l...
Mahindra & Mahindra Financial Services: MMFS reported yet another quarter of earnings de-growth (-10% YoY) due to higher-than-expected pr...
Titan: Jewellery (ex-bullion) sales grew 21.8% YoY to INR98.24bn (HSIE: 105.62bn). Domestic standalone jewellery sales (ex-bullion) grew ...
Cholamandalam Investment and Finance Company: Chola’s Q4FY24 earnings were ahead of our estimates on account of strong AUM growth (+37% Y...
Ambuja Cement: We maintain ADD with an unchanged TP of INR 620/share (16.5x its consolidated FY26E EBITDA). During Q4FY24, consolidated v...
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