Institutional Reports01 Apr 2026
Unlike FY25 and most of FY26 wherein SSSG/growth remained constrained by persistent staples deflation and inadequate store expansion, we ...
Institutional Reports31 Mar 2026
The equity derivatives segment has successfully navigated a period of significant regulatory changes and emerged stronger. Over the past ...
Institutional Reports31 Mar 2026
Eternal continues to remain a lap-up over peers across segments. In FD, we suspect (on a low base) MTU additions/order/NOV growth are lik...
Institutional Reports31 Mar 2026
Inputs (KPIs) across the anchor segments - Food Delivery (FD) and Quick Commerce (QC) - have not worsened meaningfully (at least yet), de...
Institutional Reports25 Mar 2026
ABLBL’s recovery across segments remains steady. Weeding off unprofitable stores seems largely behind in Lifestyle brands (LB), and early...
Institutional Reports25 Mar 2026
In 9MFY26, Trent delivered ~18/21% revenue/PBT growth YoY (36bps PBTM expansion). While SSSG remained subdued at low single digits, topli...
Institutional Reports24 Mar 2026
MCX continues to deliver a compelling growth story, powered by new product launches, a stable technology platform, regulatory tailwinds, ...
Institutional Reports24 Mar 2026
Core vitals (KPIs) remain steady. Demand momentum continues as summer offtake remains healthy (per channel checks). Mid-to-high single di...
Institutional Reports18 Mar 2026
The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like ...
Institutional Reports18 Mar 2026
We visited the company’s Pune manufacturing facility and interacted with the management. The plant operates nine production lines, manufa...
Subscribe for our
newsletter