Autos (Q2FY24 Results Preview) - 4Ws to See Margin Boost QoQ
In PVs, while UV demand has held up extremely well, car demand has further decelerated, driving a rich mix for most OEMs. CV demand momentum...
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India Equity Strategy: Input cost deflation hurts topline but boosts profitability
Large-cap stocks of the coverage universe dominated the incremental earnings, which grew by 55% YoY, while the midcap category grew by 24% YoY
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HSIE Results Daily: State Bank of India, Mahindra & Mahindra, Kansai Nerolac
State Bank of India: SBIN posted a mixed bag of results with the highest-ever quarterly earnings again, led by lower opex and credit costs
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HSIE Results Daily: Marico, Macrotech Developers, Mahindra & Mahindra Financial Services
Marico: Marico’s consolidated revenue fell by 3% YoY, given a one-off channel inventory adjustment leading to a 5% decline in domestic revenues as...
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Auto Preview Q1FY24: Growth tapers but margins will remain strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
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