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: L&T Technology Services, Shoppers Stop
L&T Technology Services: L&T Technology Services’ (LTTS) Q3 growth came in lower than our estimates, but a steep acceleration in Q4 is likely (due...
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Consumer Discretionary: Muted Demand, Value Plays Remain Outliers
Our discretionary universe is expected to grow by ~11% YoY in Q1FY25. However, a few exceptional names drive up the average
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HSIE Results Daily: Indian Oil Corporation, Star Health and Allied Insurance
Our REDUCE rating on Indian Oil Corporation (IOCL), with a target price of INR 145, is premised on margin pressure due to increasing petchem...
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Consumer Discretionary - Soft Quarter, Green Shoots Visible in Value Fashion
Our discretionary universe is expected to grow by ~13.1% YoY in Q4FY24 (ex-jewellery: ~12%). Q4 is likely to be the last quarter contending with a...
338 Views