Consumer Discretionary (Q3FY26 Results Preview): Q3FY26 – a mixed bag
Our consumer discretionary coverage universe (ex-Eternal) is expected to deliver ~20% YoY revenue growth in Q3 The growth primarily stems from...
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Top Conviction Ideas - “Retail”
Most discretionary categories sustained double-digit revenue growth, though mass and mid-market footwear lagged amid early monsoons, geopolitical...
390 Views
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...
238 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...
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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...
490 Views