Consumer Discretionary (Q1FY26 Results Preview): Q1FY26–a mixed bag
Our discretionary universe is set for a mixed performance in Q1FY26, with overall revenue projected to grow by ~18% YoY in Q1FY26, driven by a few...
414 Views
HSIE Results Daily: Tata Motors, Tata Steel, SRF, Relaxo Footwears, Happiest Minds Technologies
Tata Motors: JLR’s Q4FY25 EBIT margin, at 10.7%, improved 158bps QoQ, led by operating leverage and continuing lower depreciation on extended use...
293 Views
Consumer Discretionary (Q4FY25 Results Preview): Q4FY25–a mixed bag
Our discretionary universe’s performance continues to be a mixed bag. Our coverage is expected to grow by ~16% YoY in Q4FY25, driven by a few outliers
526 Views
HSIE Results Daily: IRB Infra, Relaxo Footwears
IRB Infrastructure Developers Limited (IRB) reported revenue/EBITDA/APAT of INR 17.8/7.4/60bn, beat/(miss) to our estimates of 5.9/-4.24/159%...
251 Views
Relaxo Footwears Ltd - Weak Demand & Heightened Competition Dent Performance
The company reported disappointing results as demand remained subdued. Relaxo’s revenue de-grew by 5% YoY to Rs 679 Cr, missing our estimates of 5.3%.
243 Views