bullish•Thematic (Sector/Industry)•11 Jul 2022 09:50•Broker Report
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.
bullish•Suprajit Engineering•11 Jul 2022 09:47•Broker Report
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...
bullish•Thematic (Sector/Industry)•11 Jul 2022 09:45•Broker Report
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...
bullish•Thematic (Sector/Industry)•11 Jul 2022 09:42•Broker Report
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.
bullish•Mahindra & Mahindra•11 Jul 2022 09:40•Broker Report