Primer: Gail India (GAIL IN) - Sep 2025
Dominant Market Position with Integrated Model: GAIL holds a commanding position in India's natural gas sector, operating across the entire...
174 Views
GAIL (India): Transmission Volume Growth on Track, Reiterate BUY
Our BUY recommendation for GAIL with a target price of INR 260 is based on (1) an increase in gas transmission volume to 154mmscmd by FY27E (three...
543 Views
Meesho Ltd Pre-IPO - Mass-Market Player Scaling on Low-Cost, High-Frequency Commerce
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
321 Views
Oil and Gas (Q2FY26 Result Preview): Strong refining margins to lift earnings
We expect our coverage universe EBITDA to increase by 46.8% YoY, +14% QoQ, owing to an improvement in profitability from the downstream segment due...
159 Views
IGL: Strategic Advantages in Tax and Crude Price Lead to Higher Profit Growth
IGL poised for margin growth with VAT reduction, new tariff structure, and lower input costs, potentially boosting PAT by 8-15% in coming years.
306 Views