Indraprastha Gas: Partial Restoration of APM Gas – Is the Tide Turning Maintain BUY
The Indraprastha Gas (IGL) stock price has risen ~11% over the last 1M and outperformed the Sensex by ~15% due to the price hike undertaken by the...
343 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...
162 Views
Thematic Report on GST 2.0 Regime: Who Gains, Who Loses as India Bets on Demand Revival.
India's GST 2.0 reform cuts tax rates on essentials, durables, autos, and healthcare, potentially boosting consumption but risking fiscal deficits.
413 Views
AMFI Stock Reclassification Preview (Jun 2025): Active Flows Lead to Passive Flows
We currently forecast 44 migrations for the AMFI July reclassification. Some IPOs could be added to Large/Mid cap. The forecast upward migrations...
797 Views
Quiddity Leaderboard BSE/SENSEX Jun25: Pair Trade Delivers Strong Alpha; More Pair Trade Ideas
The reference period for selection ranks ended on 30th April 2025. The only change in expectations since this insight is that we no longer see...
714 Views