Q4FY25 Earnings Preview - Real Estate
We expect companies under our coverage to show a 36% decline in pre-sales for Q4FY25 YoY. This is primarily due to the already high base...
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HSIE Results Daily: ICICI Prudential Life, Oberoi Realty, Multi Commodity Exchange
ICICI Prudential Life (IPRU) clocked strong APE growth (+27% YoY) slightly above our estimates, while the VNB growth was modest (+9% YoY) and below...
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Pre-Budget Expectations 2025-26
The impact of the Union Budget on the equity market has reduced notably over the past few years, with the government undertaking most of the...
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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
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Real Estate: Recovery Among Active GEM Funds
Real Estate exposure among active Emerging Market funds is rebounding after a decade-long bear market from 2012-2022, with the U.A.E leading the...
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