Schneider Electric Infrastructure: An Electricity Demand Proxy in India!
SEIL saw a strong increase in orders and backlog despite Q4 challenges, with upcoming plant expansions set to drive revenue and margin growth in...
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Industrials (1QFY22 Results Preview): Loss in Momentum Due to Second Wave
We expect the bid momentum to pick up from here on. With central elections coming up in Q1FY25E, we expect strong ordering in FY22/23E. Q1FY22...
306 Views
NIFTY200 Momentum30 / Nifty100 LowVol30 Index Rebalance: Over US$2bn to Trade in June
The deletes have outperformed the adds by 4.7% since the announcement of the changes. The passives trade at the close today and those flows could...
201 Views
NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
171 Views
India: How "Free Electricity" Schemes May Be Linked to Excellent Industrial Growth Numbers?
If we look more closely at the latest Industrial Production (IIP) increase data which reported a strong overall growth of 8.1% yoy, we find a mixed...
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