Fsn E-Commerce Ventures: Priced for Perfection, Maintain SELL
Nykaa’s FY26 customer acquisition drive, especially in BPC (priced-in), is certainly encouraging. However, we suspect that in the medium term, the...
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Fsn E-Commerce Ventures: Ask from Growth Remains High, Maintain SELL
Nykaa’s decisive shift toward customer acquisition, especially in BPC, in FY26 is certainly encouraging and the momentum will likely continue in Q3...
155 Views
Consumer Discretionary (Q4FY26 Results Preview): Q4FY26 – green shoots emerging across segments
Our consumer discretionary coverage universe (ex-Eternal) is expected to deliver ~23% YoY revenue growth in Q4, underpinned by a broad-based demand...
149 Views
HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company...
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
229 Views
HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company..
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
195 Views