The Rupee at 95/$: Sectoral Winners and Losers
Indian Rupee's decline to 95 per dollar due to trade deficit, oil prices, and capital outflows leads to imported inflation but boosts EPS for IT...
214 Views
AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts
Structurally bullish on AC Industry despite FY25 volume pressures; potential recovery driven by GST reduction and El Niño heatwaves, with risks...
425 Views
HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes
LTIMindtree: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1%...
210 Views
Consumer Durables & EMS (Q3FY26 Results Preview): Soft durables demand, EMS growth moderate
After a subdued H1FY26, demand in most consumer durables categories remained soft through Q3FY26, though it has gained momentum since
187 Views
Thematic Report: Indian Air Conditioner Industry: The Summer That Tested India’s Cooling Story
Weak monsoon slows AC sales, leading to excess inventory and challenges for dealers/manufacturers. Festive demand and lower prices may boost...
763 Views