Rural India - State-Wise Divergences Evident in Recovery Phase
Rural India’s economic recovery post the COVID-19 pandemic has been a much debated topic over the past year, and rightfully so
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HSIE Results Daily: ONGC, Balkrishna Industries, NCC, Sobha, Greenlam Industries
We maintain our ADD rating on ONGC with a target price of INR 168, based on oil and gas production growth at 5/8% CAGR over FY23-25E, attractive...
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Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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HSIE Results Daily: ITD Cementation, Repco Home Finance
ITD Cementation: ITD Cementation (ITD) reported Q1FY23 revenue/EBITDA/APAT at INR 11/0.9/0.3bn, missing our estimates on all fronts by 8/16/24.4%
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HSIE Results Daily: Repco Home Finance
Given the impending appointment of a new MD & CEO from 1 March, we await a roadmap from the new management. We hack our FY22/FY23/FY24 earnings...
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