MSCI India Index Earning Revision (Nov): Adani Enterprises, Shriram Finance, Bharat Petroleum
We analyzed MSCI India's consensus for Nov 2025 and highlighted changes of EPS in Adani Enterprises (ADE/S IN), Shriram Finance (SHFL IN), Bharat...
423 Views
ICICI Bank - Endearing Performance in Tough Times
Deposit growth has moderated, but is well above the system’s at 14% YoY, exhibiting the bank’s strong liability franchisee built over the years.
333 Views
ICICI Bank Ltd - Strong Quarter; Remains Preferred Pick!
Growth visibility healthy: In Q3FY25, the bank witnessed a slight slowdown in retail loans, which grew by 11/1% YoY/QoQ.
238 Views
ICICI Bank - Well Poised to Deliver Sustainable Growth and Profitability!
ICICIBC has delivered a robust ~17% CAGR in loans over FY22 to FY24, driven by Retail, Business Banking and SME segments while leveraging data...
576 Views
Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
588 Views