Top Sector Ideas: Banking, Financial Services and Insurance (BFSI) Q1FY25
Banks (incl. SFBs) under our coverage continued to report healthy credit growth at ~15% YoY (ex-HDFCB), marginally lower than our expectation of...
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HSIE Results Daily: Larsen & Toubro, Axis Bank, SBI Life Insurance, SRF, Petronet LNG
Larsen & Toubro: Larsen & Toubro (LT) reported revenue/EBITDA/APAT at INR 551.2/56.2/27.8bn, a beat/(miss) of 7.6/0.7/(6.6)%
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Life Insurance: Consumer 1 - Industry 0, “claw-back” the way forward
The IRDAI issued a master circular on the life insurance (LI) business, largely focused on a consumer-friendly policy environment to safeguard...
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HSIE Results Daily: ICICI Bank, Maruti Suzuki, SBI Life Insurance, Shriram Finance
ICICI Bank (ICICIBC) beat forecasts on the back of steady margins, better operating efficiency (lower sourcing cost and limited headcount addition)
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Long Term Compounders: Decadal Economic Trends Present Opportunities
India’s GDP is expected to double from its current level of USD 3.57trn (in FY24E) to USD 7trn in 2030. This will be a result of inherent...
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