Vishal Mega Mart (Initiating Coverage): A well-diversified value retail play
Indian value retail is highly polarized between apparel players struggling with footfall consistency and grocers grappling with structural margin...
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Consumer Discretionary (Q4FY26 Results Preview): Q4FY26 – green shoots emerging across segments
Our consumer discretionary coverage universe (ex-Eternal) is expected to deliver ~23% YoY revenue growth in Q4, underpinned by a broad-based demand...
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Pre-Budget Expectations 2025-26
The impact of the Union Budget on the equity market has reduced notably over the past few years, with the government undertaking most of the...
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