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%...
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Ola Electric Pre-IPO - The Negatives - Still a Long Road Ahead with Ample Competition
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Ola Electric Pre-IPO - The Positives - India’s Answer to Tesla?
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
359 Views
HSIE Results Daily: Bajaj Auto, Tech Mahindra, TVS Motor, United Spirits
Bajaj Auto: Bajaj Auto’s Q3 PAT at INR20.4bn was ahead of our estimate of INR 19.7bn due to a better-than-expected margin of 20.1% (estimate of 19.5%)
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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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