Coforge - Steady Performance; One-Off Causes Profit Miss
Coforge reported an in-line set of results in Q1; revenue grew 1.6% QoQ (similar in cc terms), whereas adj. EBITDAM declined by 100bps to 17.9%....
202 Views
Hindustan Unilever - Transforming to Outperform
The management emphasized that its strategies are aimed at transforming the company to outperform, which will pave the way to growth recovery in...
186 Views
HDFC Life Insurance - Ingredients in Place for Growth and Margin Delivery
HDFCLIFE reported broadly in-line results for Q1FY25, with APE at Rs28.6bn (+23% YoY), coming in 4% above our estimates and more than offsetting...
145 Views
Tcs - Steady Performance; Macro Uncertainty Weighs on Growth Visibility
Emkay Global Financial's research report onTCS TCS noted a tad better than expected operating performance in Q1. Revenue grew 1.9% QoQ (2.2% CC) to...
182 Views
Go Fashion - SSG Turnaround in Sight; Other Concerns Exaggerated; BUY
We visited multiple Go Colors (GO) stores across Mumbai to validate our thesis around the bottom-wear category and its TAM.
184 Views