R R Kabel Pre-IPO - Strong Earnings Growth but Competition Seems Stiff
R R Kabel (2333180Z IN) is looking to raise about US$200m in its upcoming India IPO. R R Kabel registered strong earnings growth on the back of...
402 Views
2023 High Conviction | Polycab: A High Quality Play on Rise of India as a Manufacturing Hub
Polycab is well-placed to see strong earnings growth over the next 3 years starting FY24. We project a 65%+ upside potential, bulk of which could...
953 Views
Bajaj Holdings (BJHI IN): Potential Index Inclusion Can Narrow Hold Co. Discount Further
Holdco discount, currently at 53% of NAV, has the potential to narrow further with greater ownership and visibility post the likely index inclusion
546 Views
India Channel Insight #45 | TTK Prestige, Symphony, Bajaj Electricals
We speak to channels associated with TTK Prestige, Symphony Ltd and Bajaj Electricals with the objective to understand the current demand...
384 Views
4QFY22 Result Update - Bajaj Electricals
Bajaj Electricals (BJE) reported revenue of Rs13.22bn, up 5.4% YoY in 4QFY22 but 23.7%/6.5% below our/consensus estimate.
287 Views