Top Sector Ideas - Auto and Auto Ancillaries
The companies under our coverage reported Revenue/EBITDA/PAT growth of +19%/+50%/+88% YoY against expectation of +18%/+49%/+69% driven by higher...
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HSIE Results Daily: DLF, TVS Motor, Ashok Leyland, PNB Housing Finance
The total project size is expected to be around 3.5msf with DLF executing the first phase with a saleable area of 0.9msf and GDV of around INR 20bn+
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TVS Motors - Overall Miss; But Growth Levers Intact!
TVS Motors Ltd (TVSL) Q1FY24 numbers missed ours and streets estimate. Revenue (2% miss) grew by 20%/9% YoY/QoQ led by higher sales volumes (up 5%...
319 Views
Rural India - State-Wise Divergences Evident in Recovery Phase
Rural India’s economic recovery post the COVID-19 pandemic has been a much debated topic over the past year, and rightfully so
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Auto Preview Q1FY24: Growth tapers but margins will remain strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
231 Views