HSIE Results Daily - LTIMindtree, Tata Elxsi, Karur Vysya Bank
LTIMindtree (LTIM) reported largely in-line performance in Q1FY24. With flat sequential revenue performance in Q1 the ask rate is substantial (>4%...
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HSIE Results Daily - LTIMindtree, Tata Elxsi, Karur Vysya Bank
With flat sequential revenue performance in Q1, the ask rate is substantial (>4% CQGR) for LTIM to achieve its ‘aspirational’ double-digit growth...
297 Views
HSIE Results Daily: Indraprastha Gas, Sonata Software, Karur Vysya Bank
Indraprastha Gas: Our BUY recommendation on Indraprastha Gas (IGL) with a target price of INR 575 is based on (1) strong volume growth at ~12% CAGR...
301 Views
Leveraged Financials: ‘Pause and Effect’ - interesting trade-offs ahead
As banks and NBFCs navigate the growth-margin trade-off, we argue that the combination of lower growth and lower spreads is not priced into valuations
400 Views
Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
616 Views