Decoding Tata Motors Demerger: The Way Ahead
A Detailed Analysis of Tata Motors Demerger to unlock value in EV and JLR, streamlining operations and enhancing shareholder value in passenger...
2.1k Views
India Equity Strategy: Input Cost Benefits Drive Earnings Growth, Revenue Contribution Muted
Q3FY24 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 5%/20%...
417 Views
Q3FY24 Consolidated Preview
Q3FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Festival season c) Robust PMI manufacturing and Services
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Top Sector Ideas - Auto and Auto Ancillaries - Q2FY24 Review
The companies under our coverage reported Revenue/EBITDA/PAT growth of 16%/49%/56% YoY against expectations of 17%/41%/50%.
396 Views
Ashok Leyland - Decent Q2FY24; Multiple Levers to Grow EBITDA Margins
Ashok Leyland’s Q2FY24 numbers stood slightly below ours and consensus estimates. Revenue grew by 17%/18% YoY/QoQ, a 2.4% miss vs. our estimate on...
258 Views