New Year Picks 2025
At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the...
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Top Conviction Ideas – “Retail”
Consumer demand remains tepid: The discretionary demand remains tepid with a greater impact seen on QSR, Footwear, and Apparel while the value...
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Q2FY25 Earnings Preview - FMCG & RETAIL
Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments. Rural growth is...
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Top Sector Ideas - Retail (Q1FY25)
Premium vs. Value: While the premium segment remains strong, the value segment has shown some recovery but remains a mixed bag.
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Q4FY24 Consolidated Earnings Preview
Q4FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Robust PMI manufacturing and Services, c) Stronger E-way bill...
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