Sai Silk (Kalamandir): Competitive Intensity in Core Markets Rising. Maintain BUY
We recently interacted with SSKL’s management. Key takes were: (1) Competitive intensity in core markets (AP/Telangana) has inched up.
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Groww Pre-IPO - Scaling Fast in a Competitive Market
Groww is looking to raise up to US$736m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
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India Insider Buying – June '25: Strong Activity in Small Caps, Limited Participation in Large Caps.
India Insider buying spanned across 40+ stocks in June 2025. Strong activity seen in small cap companies and few companies in large cap.
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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
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HSIE Results Daily: Titan, ABB India, Mankind Pharma, Dr Reddy’s Laboratories
Consolidated jewellery sales (ex-bullion) grew 27% YoY to INR117.8bn (HSIE: in-line). Gold jewellery demand witnessed a step-up jump post the Jul24...
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