Primer: Gail India (GAIL IN) - Sep 2025
Dominant Market Position with Integrated Model: GAIL holds a commanding position in India's natural gas sector, operating across the entire...
203 Views
Meesho Ltd Pre-IPO - Mass-Market Player Scaling on Low-Cost, High-Frequency Commerce
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
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Oil and Gas (Q2FY26 Result Preview): Strong refining margins to lift earnings
We expect our coverage universe EBITDA to increase by 46.8% YoY, +14% QoQ, owing to an improvement in profitability from the downstream segment due...
163 Views
IGL: Strategic Advantages in Tax and Crude Price Lead to Higher Profit Growth
IGL poised for margin growth with VAT reduction, new tariff structure, and lower input costs, potentially boosting PAT by 8-15% in coming years.
315 Views
Quarterly Flipbook: Earnings growth and downgrade cycle bottoming-out
The aggregate performance of the Q1FY26 earnings season was steady as sequential improvement in YoY PAT growth continued in the current quarter
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