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Nirmal Bang

Nirmal Bang
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Nirmal Bang

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India Equity Bottom-Up Thematic (Sector/Industry)
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11 Jul 2022 09:50Broker

Auto/Auto-Ancillary Sector - Spillover of RM Inflation to Impact Margins

We expect 1QFY23 earnings of Auto & Auto Ancillary companies in our coverage universe to grow significantly over a lower base of 1QFY22.

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11 Jul 2022 09:47Broker

Suprajit Engineering - Replicating Indian Success on the Global Platform

SEL is one of the largest manufacturers of Automotive Control Cables and Halogen Lamps, supplying to domestic & international OEMs and in the...

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11 Jul 2022 09:45Broker

Consumer Sector - Robust Demand and Low Base to Drive Strong YoY Growth in 1QFY23

Through this update, we present our 1QFY23 estimates for our Consumer Discretionary universe [sub-sectors covered: Paints, Alcoholic-Beverages...

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11 Jul 2022 09:42Broker

Consumer Sector - Demand Soft; Gross Margins Still Under Inflationary Pinch

We continue to highlight 3-year CAGR in our estimates for most of our comparisons for growth numbers to make better sense.

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11 Jul 2022 09:40Broker

Mahindra & Mahindra - Equity Infusion at a ‘Too Good’ to Be True Valuation

Mahindra and Mahindra (M&M) has incorporated a wholly-owned subsidiary (WoS) to commence 4W Electric Vehicles business through EVCo.

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