External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<div><ul><li>VSF segment’s performance below our estimate; Chemical in line</li></ul><div><ul><li>Margins under pressure in VSF; improve in the Chemical segment</li></ul><div><ul><li>Highlights from the management commentary - <span style="font-size: var(--content-font-size);">Investments in the Paint business would now be at INR100b, 2x of the earlier plan.</span></li></ul></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

VSF segment’s performance below our estimate; Chemical in lineMargins under pressure in VSF; improve in the Chemical segmentHighlights from the management commentary - Investments in the Paint business would now be at INR100b, 2x of the earlier plan.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Grasim - Weak Quarter; Capex in Paints to Be 2x of the Earlier Plan

Grasim Industries

Grasim - Weak Quarter; Capex in Paints to Be 2x of the Earlier Plan