Axis Top Picks for the Month of June 2025
The Axis Top Picks Basket delivered a return of 15.3% in the last three months against the 11.9% return posted by the Nifty 50, outperforming the...
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HSIE Results Daily: State Bank of India, Kotak Mahindra Bank, Avenue Supermarts...
SBIN’s earnings missed our estimates on account of elevated opex (INR 16bn) towards performance-linked incentives, partly offset by strong treasury...
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Consumer Discretionary (Q4FY25 Results Preview): Q4FY25–a mixed bag
Our discretionary universe’s performance continues to be a mixed bag. Our coverage is expected to grow by ~16% YoY in Q4FY25, driven by a few outliers
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Consumer Discretionary: Muted Demand, Value Plays Remain Outliers
Our discretionary universe is expected to grow by ~11% YoY in Q1FY25. However, a few exceptional names drive up the average
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HSIE Results Daily: Titan, Avenue Supermarts
Profitability took a back seat as elevated gold prices, softened demand and high competitive intensity arm-twisted Titan to increase promotional...
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