Factors for slowdown are competition and macroeconomics
Forecasts a 25%/28% CAGR in loan and PAT during FY23-26E
A significant driver behind this has been RIL, contributing a substantial 9 mmscmd increase in gas output over the past…
CIL’s earnings are sensitive to volumes, and the year-to-date performance through August 2023 indicates a promising uptick in volumes for…
New product lineup, strong rural demand, & festive season to boost.
Bank to focus on Tier-2 and Tier-3 cities for growth in new products.
Aims to accelerate store addition in tier 2-3-4 cities
The company is poised to generate 10% cash flow in two years.
PHNX will have 14msf operational mall space by FY27.
In near future, gold rate premium in different regions to be limited
Deal is viewed as a key step for MGL’s growth beyond Mumbai.
Overall same-store portfolio occupancy remains flat at q/q 88%
It has started to levy processing fees on EMI and rentals
FMCG major continues to undertake intensified cost efficiency measures
However, any further increase in commodity prices and incremental challenges at SAE Towers are among risks. We maintain ‘buy’ rating…
Bajaj Allianz, Tata AIA, HDFC Life outperform with 38%, 52.3%, 17% y/y growth respectively
Focus on renewables should improve the returns profile; downgraded to ‘Add’ given price rise over last 6 months
Profit and margins were at record highs; valuations price in the bright outlook; ‘Add’ maintained with target price up to…
