[Week 8] Namaste India 🙏 | Earnings Edition - Part I
Deviating from our usual format due to earnings season, this is a long but must-read for anyone who is keen to track the earnings of Indian...
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HSIE Results Daily: Havells India, Mphasis, Voltas
Havells India: Havells’ Q2FY24 print was below expectation as revenue grew by 6% vs an expectation of 11%. Sluggish consumer demand and the...
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Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
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Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
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Quiddity Leaderboard BSE/SENSEX Dec 23: AllCap Sep 23 Rebal Done; Some Changes to Expectations
Currently, I do not see any changes for the SENSEX Index in December 2023. There could be seven changes for the BSE 100 index and six changes for...
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