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

<ul><li>Tonnage growth in FY24 was hit by a slowdown in agro and textile commodity volume in southern states, which contribute ~40% to tonnage.</li><li>Amid general elections in 1QFY25 and a severe driver shortage, tonnage growth is expected to be subdued.</li><li>However, as normalcy returns in 2QFY25, we expect VRLL to post double-digit volume growth in 2HFY25. We expect FY25 volume growth of 10%.</li></ul><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>

Tonnage growth in FY24 was hit by a slowdown in agro and textile commodity volume in southern states, which contribute ~40% to tonnage.Amid general elections in 1QFY25 and a severe driver shortage, tonnage growth is expected to be subdued.However, as normalcy returns in 2QFY25, we expect VRLL to post double-digit volume growth in 2HFY25. We expect FY25 volume growth of 10%.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.

VRL Logistics - Muted Activity in 1Q Amid Polls and Driver Shortage

VRL Logistics Ltd

VRL Logistics - Muted Activity in 1Q Amid Polls and Driver Shortage