Metro Brands: Chugging Along, Upgrade to BUY
Channel checks across the footwear space suggests that MBL remains among the few footwear retailers chugging along across KPIs.
107 Views
Consumer Discretionary (Q4FY26 Results Preview): Q4FY26 – green shoots emerging across segments
Our consumer discretionary coverage universe (ex-Eternal) is expected to deliver ~23% YoY revenue growth in Q4, underpinned by a broad-based demand...
112 Views
Metro Brands: Walkway could be the joker in the pack. Maintain SELL
A mosaic of channel checks and management commentary across earnings calls makes us suspect MBL may be at an interesting point in its expansion...
182 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.
484 Views
HSIE Results Daily: Tata Motors, Siemens, Voltas, Metro Brands, Apollo Tyres
Tata Motors: While the US tariffs have come down from the peak tariffs of 27.5% for both Europe and UK exports, they nevertheless remain higher...
232 Views