Top Conviction Ideas - “Consolidated Q2FY26”
Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations.
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Top Conviction Ideas - “Cement”
Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations.
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HSIE Results Daily: Bharat Petroleum Corporation, Ambuja Cement, Sundaram Finance...
Bharat Petroleum Corporation: We maintain our REDUCE rating on Bharat Petroleum (BPCL), with a target price of INR 345, owing to the risk of weak...
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Cement (Q2FY26 Results Preview): Muted demand, stable prices, healthy margins
vDemand remains subdued in Q2FY26: As per discussions with cement companies, dealers and marketing executives, cement demand failed to firm up in...
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Top Conviction Ideas - “Consolidated Q1FY26”
In Q1FY26, companies under our coverage posted strong financial performance, with YoY growth of 10% in volumes, 16% in revenue, 40% in EBITDA, and...
260 Views