QSR (Q3FY24 Results Preview): Demand Pangs
Festive season fails to cheer up demand: Our QSR universe, over the past few quarters, has seen a sustained deceleration in demand (SSSG turned...
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[Week 10] Namaste India 🙏 | Earnings Edition - Final Part
This Insight is the final dedicated earnings edition, providing a consolidated view of all earnings tracked so far. At the end we also provide...
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Cello World IPO Trading - Very Strong Institutional Subscription
Cello World raised around US$230m in its India IPO and will begin trading soon. In this note we talk about the demand and trading dynamics.
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HSIE Results Daily: Tata Motors, Britannia Industries, Dabur, Hero Motocorp
Tata Motors: JLR Q2 margins declined 140bps QoQ to 14.9% due to adverse mix, higher VME + FME and this was despite higher capitalization rate
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Cello World IPO - Thoughts on Valuation
Cello World is looking to raise around US$240m in its upcoming India IPO. We looked at the past performance in our previous note, in this note we...
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