Retail Sector: Q3FY25 Review
onsumer demand remains tepid: Discretionary demand remains subdued, with a more pronounced impact on QSR and footwear. However, value retailer V...
383 Views
HSIE Results Daily: Titan, Infoedge, Zydus Lifesciences, Max Financial, Happiest Minds Technologies
Titan: Consolidated jewellery sales (ex-bullion) grew 27.3% YoY to INR159.9bn (in-line) powered by gold prices growth (up 25% YoY). Domestic...
341 Views
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...
259 Views
Vishal Mega Mart IPO Trading - Strong Demand Despite Not so Strong Anchor
Vishal Mega Mart (VMM) raised around US$950m in its India IPO. We have looked at the past performance in our earlier notes. In this note, we talk...
731 Views
HSIE Results Daily: Titan, ABB India, Mankind Pharma, Dr Reddy’s Laboratories
Consolidated jewellery sales (ex-bullion) grew 27% YoY to INR117.8bn (HSIE: in-line). Gold jewellery demand witnessed a step-up jump post the Jul24...
275 Views