Autos: Q4 preview - Premiumisation is the way to go
The premiumisation trend continues to remain in focus with UVs and premium 2Ws driving the growth. The entry-level 2W demand, which picked up in...
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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
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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HSIE Results Daily: Wipro, LTIMindtree, Bajaj Auto, IndusInd Bank, Bandhan Bank, Can Fin Homes
Factors driving the underperformance of WPRO continued such as (1) higher consulting/discretionary mix in portfolio (including Capco)
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