Bajaj Auto (BJAUT IN) - Mix Improvement Driving ASP and Margin Profile
Bajaj Auto standalone revenue grew by 15.7% YoY to Rs119.3bn in Q1FY25, 1.8% higher than PLe, but 2% lower than BBGe. ASP increased by 7.9% YoY led...
296 Views
LTIMindtree (LTIM IN) - On a Growth Trajectory
LTIM reported robust revenue growth of 2.6% QoQ CC (USD 2.5% QoQ), ahead of our estimates of 1.9% CC & consensus (1.6% QoQ).
295 Views
Asian Paints (APNT IN) - Market Dynamics yet to Play Out; Reduce
The domestic outlook remains positive across decorative, auto, and industrial segments, while IBD faces uncertainty due to geopolitical issues.
288 Views
HDFC Asset Management Company - Core Earnings Further Upgraded Due to Equity
HDFC AMC saw a good quarter as revenue was 1.5% higher to PLe owing to better-than-expected yields at 46.2bps (PLe 45.5bps) led by strong growth in...
131 Views
Tata Consultancy Services - Strong Start to the Year…
TCS reported revenue of USD7.5b, up ~2.2% QoQ CC and 1.9% in reported terms, above our estimates of +1.4% QoQ CC & consensus of +1.5% QoQ CC due to...
187 Views