Crompton Consumer: Demand Softness in the near Term. Maintain BUY
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
467 Views
Crompton Consumer - Demand Softness in the near Term
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
384 Views
HSIE Results Daily: Lupin, Hitachi Energy, Berger Paints, Apollo Tyres
Lupin: EBITDA was up 30% YoY, led by 11% YoY sales growth (US: +4% QoQ, India +7% YoY) and higher GM (+197 bps YoY), which was partly offset by...
357 Views
LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
922 Views
LG Electronics India Pre-IPO - Peer Comparison - Largest but One of the Slowest
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Elec India. We have looked at its past performance...
665 Views