HSIE Results Daily: Bajaj Auto, Trent, Lupin, Prestige Estates, Berger Paints...
Bajaj Auto: The company continues to face headwinds in its key export market, NigeriaWhile currency tailwinds should aid the rest of the exports,...
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Auto Monthly Sales Volume - July 2025
The industry outlook remains cautiously optimistic, with festive stocking and monsoon progression as key variables for demand in H2FY26.
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TVS Motor (TVSL) – The Juggernaut; Solid Outlook
​TVS Motor continues with its Juggernaut performance, but valuation at 57x P/E TTM EPS is a concern. Expects strong H2FY26 performance driven by...
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WeWork India Pre-IPO - Lease Mismatch and Structural Strains
WeWork India Management Ltd is looking to raise about US$407m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
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Dr Agarwal’s Health Care IPO Lockup - US$725m Lockup Release; PE Investors May Look to Cash Out
Dr Agarwal’s Health Care (DAH) raised around US$350m in its India IPO in Jan 2025. The lockup on its pre-IPO investors is set to expire soon.
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