2022 can be a comeback year for HDFC Bank if it can maintain the momentum on retail/SME growth that will…

Companies expected to deliver 3-3.9% q-o-q cc growth; margins likely to be stable but for Wipro; Infosys, TechM top picks

Bharti lost customers for first time since May’21; Dec is a key month for firm; VIL subscriber loss continued

Medium-term volume outlook thus remains intact while lower spot exposure (due to dip in volumes) alleviates concern on near-term margins.…

Supply side pressures likely to impact margins over the next few quarters; Infosys and TechM are top picks

Redemptions slowed m-m; SIPs have scaled new highs; ETF+FoF flows rose while debt funds saw outflows

Media reports indicate PGCIL might further monetise assets through the Invit route in FY23E. We revise our PT to Rs…

Retail/SME segment has seen pick-up in growth; valuation’s attractive; Buy retained with TP of `2,070; among top sector picks

Retail APE was up 26% y-y; SBI Life stayed strong, Max surprised; sectoral strength likely to persist in rest of…

PEL’s recent DHFL deal has raised its retail mix to 36% from 12%. A wide distribution with branch-reactivation and strong…

Discussions are on with ESG rating agencies on the defence exposure. We maintain L&T is on a re-rating path, esp.…

Given capital efficiency, stock’s outperformance over OMC peers is likely to resume; ‘Buy’ retained with revised TP of Rs 540

Price hikes could cushion OPM in third quarter; SI, CROMPTON, AMBER and DIXON are the top picks

Momentum in subscribers likely to be maintained; FY23-24e EPS up 3-4%; TP raised to Rs 2,950 from Rs 2,880; ‘Buy’…

Jio led in active subscriber numbers while Bharti added most 4G customers; VIL continued to lose subscribers

India mobile estimates up 8-15%; Ebitda CAGR of 21% is expected over FY22-24e; TP up to Rs 925 from Rs…

We stick to Healthco guidance of $2.3bn revenue by FY27. Our hospitals division’s EV valuation is unchanged at $7.2bn, while…