India Equity Strategy: Cost inflation peaked out; margin recovery on the horizon
Q2FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 31%/4% YoY
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Top Picks -Earnings Commentary & The Direction of Dollar Index to Drive Market
Axis Top Picks - Nov 22Content is external broker report sourced from online content aggregator through publicly available sources and is displayed...
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HSIE Results Daily: ICICI Lombard, L&T Technology Services, Sonata Software
ICICI Lombard: ICICI Lombard (ICICIGI) printed NEP 9% ahead of estimates (+18% YoY); however, reinvestments into building the retail health agency...
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Leveraged Financials: The final stages of “easy money”
A combination of structural and cyclical factors have resulted in shrinking liquidity buffers and rising cost of funding across financial...
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BFSI Q2fy23 Result Preview – yet Another Strong Quarter!
The systemic credit growth continues to remain robust and at a multi-year high, supported by continued growth in the Retail and SME segment.
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