HSIE Results Daily: Bajaj FinServ, ONGC, BSE, Bharat Forge, Ather Energy...
BAGIC clocked 9% YoY GDPI growth, even as profitability clocked in marginally ahead of estimates on the back of higher realized capital gains and a...
198 Views
Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
422 Views
Consumer Discretionary (Q1FY26 Results Preview): Q1FY26–a mixed bag
Our discretionary universe is set for a mixed performance in Q1FY26, with overall revenue projected to grow by ~18% YoY in Q1FY26, driven by a few...
452 Views
HSIE Results Daily: Mahindra & Mahindra, Indian Hotels, CDSL, V-MART Retail
Mahindra & Mahindra’s Q4FY25 standalone EBITDA margin at 14.9% was above our estimate of 14.1% and Bloomberg consensus estimate of 14.0%
228 Views
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
561 Views