Axis Research Scorecard Report for Oct 2023
Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23. Calls that successfully achieved their target were Nestle India (~10%),...
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Welspun Living - Flooring Scales New Heights
Company reported one of its strongest quarters beating our estimates on all fronts on back of strong replishnishment demand in USA ahead of the...
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Chemicals - Q2FY24 - Earnings Preview (Agro-Chem SpChem)
Indian Specialty Chemical sector is riding turbulent times with twin problem of demand slowdown and high inventory build-up across the channels.
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Welspun India - Demand Revival in Exports & Consistent Domestic Performance
We expect the company to do well in the coming quarters as we expect demand to revive with prices moderating and inventory pressure subsiding.
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Q1FY24 Consolidated Preview
Considering these factors collectively, the Q1FY24 earnings season is likely to deliver positive surprises on the margins front.
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