RITES Ltd (NSE: RITES) – Stable Core, Turnkey Drag, Strong Rail Capex Tailwinds
RITES sees revenue decline in FY25 but remains well-positioned for growth with strong consultancy business and focus on rail sector investments.
252 Views
IRCON International – Stable Franchise with Long-Term Tailwinds, Near-Term Execution Hurdles
FY25 results show margin pressure and revenue decline, FY26 guidance predicts flat revenue and lower EBITDA margins. Indian Railways capex to...
493 Views
Bangladesh Chaos: Impact on Indian Companies
Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...
443 Views
RITES: Execution to Pick Up
Guidance on segmental revenue: For FY22E, RITE expects export revenue of Rs9bn which will be scattered over the next three quarters. Consultancy...
168 Views
IRCON: Strong Visibility and Attractive IPO Pricing but the PSU Comes with Concentration Risk
IRCON International Limited (IRCON) is a Government of India company which specializes in the execution of railway projects. IRCON will open its...
488 Views