HSIE Results Daily: Asian Paints, Shriram Finance, Colgate Palmolive, Westlife Foodworld, Symphony
Decorative business clocked 6/1.1% volume/value growth in Q2FY24. The mix was economy range-heavy. Urban markets (high-single-digit growth)...
629 Views
HSIE Results Daily - UltraTech Cement, SBI Cards and Payment Services
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with an unchanged target price of INR 8,670 (16x Mar-25E consolidated EBITDA)
370 Views
HSIE Results Daily: Cholamandalam Investment and Finance Company, Shriram Finance
Chola’s Q3FY23 earnings were ahead of estimates on the back of better-than-expected AUM growth (+31% YoY), steady NIMs (7.6%), and improving asset...
450 Views
Connecting the Dots - The Changing Contours of PV Financing
Post the publication of our cross-sector Vehicle Finance thematic, we met about 50 investors and passenger vehicle (PV) dealers across key markets.
306 Views
Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
268 Views