Zomato IPO - Strong 4Q21, Has a Very Long Runway
Zomato (ZOM IN) aims to raise US$1.3bn in its India IPO. This will be the largest listing in India from the technology sector.
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Zomato (ZOM IN) | How to Avoid a Deliveroo
In this insight, we address the key ESG concerns ZOM should address to improve its ESG disclosures as it prepares to hit the capital markets.
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Devyani Pre-IPO - Might Not Do Another Burger King India but Should Be Good
Devyani International Limited (DIL), Yum Brand’s largest franchisor in India, aims to raise around US$200m via its Indian IPO. The IPO will be a...
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HSIE Results Daily: Jubilant FoodWorks
We cut EPS estimate for FY22/FY23 by 4/1%. We value Jubilant at 55x P/E on Jun-23E (earlier Mar-23) EPS and derive a target price of INR 2,650. We...
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Result below our expectations, 1QFY22 resilient despite the lockdown
We cut our FY22E/FY23E EPS forecast by 12.5%/5.2% on account of: a) JUBI's lower than expected 4QFY21 result, and b) the effect of the lockdown so...
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