Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
328 Views
Q3FY25 Earnings Preview - INFRA-ROAD & OTHERS
In Q3FY25, the road construction companies under coverage are anticipated to report 3% degrowth YoY in revenue due to a lower executable orderbook...
284 Views
Afcons Infrastructure IPO - Decent Upside from the Price Range
Afcons Infrastructure Limited (6595396Z IN) is looking to raise around US$650m in its India IPO. In this note, we look at the updates since, and...
619 Views
Industrials (Q2FY25 Results Preview): Awaiting ordering revival
The sector has witnessed re-rating as (1) ordering may remain strong with the emergence of new segments like water, railway, etc.
319 Views
ECM Weekly (26th Aug 2024) - Zomato, Colowide, Star Asia, Yamaha, 99Speed, Hero Fin, Bajaj Housing
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
433 Views