HSIE Results Daily: Hindustan Unilever, Axis Bank, Indian Hotels
Hindustan Unilever: HUL reported 2% UVG with flat value growth as pricing remained negative (passing on softening RM benefits to consumers)
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HSIE Results Daily: Hindustan Unilever, Axis Bank,
Hindustan Unilever: HUL reported 2% UVG with flat value growth as pricing remained negative (passing on softening RM benefits to consumers)
189 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%...
420 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...
318 Views
Axis Bank (Update): Future-Proofing Efforts yet to Solve for Deposit Puzzle. Maintain BUY
Axis Bank (AXSB) hosted an Analyst Day to demonstrate its progress at future-proofing the franchise on both sides of the balance sheet
319 Views