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.
The India pharma and healthcare sector is expected to see revenue growth, led by M&A and India growth, but EBITDA margins are expecte...
Demand resilience broadens despite geopolitical overhang: Our channel checks suggest the demand slowdown that weighed on H1CY26 is behind...
Home First Finance Company India (HOMEFIRST) is poised to deliver ~25% AUM CAGR over FY27-FY29E on the back of increased investments in d...
Demand trends remained decent across most consumer durables categories in Q2FY27. Performance across cooling categories remained healthy ...
We reiterate BUY with a Sep‑27 TP of INR 550, based on 5x EV/sales (implying ~40x EV/EBITDA and ~49x P/E). In our recent management inter...
SBI Cards and Payment Services (SBICARD) has gradually improved its pace of card acquisitions in FY27, driving uptick in CIF growth (+...
We maintain BUY, with a Sep‑27 TP of INR700, on 35x P/E. In our meeting, management reiterated its focus on strengthening the Imperial Bl...
We maintain BUY on Radico Khaitan, supported by its superior execution, with a Sep‑27 TP of INR5,300, on 55x P/E (~10% premium to its 5Y ...
As covered in our sector initiation - Building newer moat crucial for valuations, FMCG sector valuations continue to de‑rate amid weak ea...
We upgrade our rating on APL Apollo Tubes Ltd (APAT) to BUY from ADD earlier, with a higher TP of INR 2,350 (35x Sep’28E adj EPS). We int...
Subscribe for our
newsletter
newsletter
HSL Mobile App