ICICI Pru Life has ramped-up its Banca partnerships through tie-ups with IIB, RBL Bank, AU SFB, IDFC First Bank &…
ICICI Pru Life has ramped-up its Banca partnerships through tie-ups with IIB, RBL Bank, AU SFB, IDFC First Bank &…
Colgate’s growth agenda, which began under the current CEO, is gaining momentum as evident in the recent investor presentation.
FY22-23e EPS up 16-40% for GRIL & HEG; valuations undemanding despite spurt in stock price; ‘Buy’ retained
RBI curbs to have a limited impact but resolution of issues will take some time; most retail business lines back…
Margin delivery, order flow and execution ramp-up will drive upside; TP raised to Rs145; ‘Buy’ maintained
Indian insurers better placed to manage hedges on guarantee risks: Management reiterated that its guaranteed return book was hedged for…
Provisions expected to be high in H2FY21; FY22-23e EPS up 3-5%; valuations are attractive; Buy retained with TP rising to…
Festive season was better than expected; provisions higher than peers despite similar trends; TP raised to Rs 700; ‘Buy’ maintained
Revenue streams related to passenger/non- passenger footfalls is a focus area for generating healthy returns on airport assets
MSS has big growth ambitions although value creation will depend on inorganic opportunities and investment needs where visibility is low.…
InvIT cash to be used for capex; FY21-22e EPS up 2-5%; ‘Hold’ retained given medium-term earnings concerns
We upgrade FY22-23E EPS by 22-25% and retain ‘buy’ with a revised Rs680 PT. Our bull case PT is Rs900,…
FY21/22e EPS up 17/10% on growth outlook, margin guidance; TP raised to Rs 2757
Demand commentary was positive and RE has 125K bookings but company added the model specific supply constraints are limiting production…
Covid products now account of 5% of India sales and company also saw a healthy uptick in trade generics.
Custom synthesis capex boosts FY22 prospects; EPS for FY21/22e up 14/14%; upgraded to ‘Buy’ rating
With collections at 97%, asset quality should fare better than apprehended; upgraded to ‘Buy’ with TP revised to Rs 270…
Business is gaining pace again with labour force 30% higher than pre-Covid and multiple new launches underway.