HSIE Results Daily: Titan, Astral, Aditya Birla Capital, IRB Infra
Festive purchases resulted in double-digit buyer growth in jewellery, moderation was seen after Nov-23 though Consolidated EBITDAM contracted 55...
389 Views
Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
310 Views
HSIE Results Daily: Titan, Ambuja Cement, Cholamandalam Investment and Finance Company
Ex-bullion sales grew 22% YoY to INR97.5bn (in-line) as both buyers’ growth (+14% YoY) and ticket sizes (+6% YoY) aided growth
367 Views
HSIE Results Daily: Asian Paints, Godrej Consumers, Eicher Motors
Asian Paints: Asian Paints’ top line grew 11.3% YoY (four-year CAGR: 15%), marginally short of expectations (var: -1.6%). The decorative business...
220 Views
HSIE Results Daily: Asian Paints, Godrej Consumers, Eicher Motors, Aditya Birla Capital
Asian Paints: Asian Paints’ top line grew 11.3% YoY (four-year CAGR: 15%), marginally short of expectations (var: -1.6%). The decorative business...
323 Views