HDFC Life Insurance - Ingredients in Place for Growth and Margin Delivery
HDFCLIFE reported broadly in-line results for Q1FY25, with APE at Rs28.6bn (+23% YoY), coming in 4% above our estimates and more than offsetting...
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Tcs - Steady Performance; Macro Uncertainty Weighs on Growth Visibility
Emkay Global Financial's research report onTCS TCS noted a tad better than expected operating performance in Q1. Revenue grew 1.9% QoQ (2.2% CC) to...
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Go Fashion - SSG Turnaround in Sight; Other Concerns Exaggerated; BUY
We visited multiple Go Colors (GO) stores across Mumbai to validate our thesis around the bottom-wear category and its TAM.
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HG Infra Engineering - Solid Infra Play in a Post-Election Upcycle
HGIEL‘s makeover from a small subcontractor into a diversified infra play offers best-in-class operating & financial metrics and has supported...
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Man Industries - Large Order of Rs18.5bn Reaffirms Our Conviction on the Stock
Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil & gas project.
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