Wipro’s commentary on deal trajectory, client mining and strength in digital was positive, which leads it to believe growth could…
Their market share grew to 56% in FY18; premium growth in March was muted owing to a strong base
Zomato released its key financials and metrics for FY18; we find these encouraging and believe that if momentum continues, the…
2017 was marked by a strong and uptrending market with few factors seeing consistent strong performance. Buying high beta, 12M…
The company has announced a 5-million tonne expansion that should be positive for medium-term growth. In addition, the company plans…
We expect FCL to be India’s fifth-largest FMCG company in revenue terms by FY21. Future Group’s retail ecosystem yields a…
Warburg Pincus plans to acquire up to a 20% equity stake in Airtel’s DTH business for $350 mn (valuing it…
We pencil in a benign rate hike cycle, expecting the central bank to begin hiking rates by the second half…
Revenue growth didn’t show signs of pickup (muted volume growth, decline in sales headcount q-o-q for the second consecutive quarter),…
AUSFB primary focus, the MSME loan segment, likely to emerge as one of India’s fastest-growing financial segments over the next…
HDFC Bank reported another quarter of 30% y-o-y growth in core PPoP. This was driven by continued strong loan growth…
Valuation has bottomed out; key products likely to drive earnings recovery; upgraded to ‘Overweight’
Domestic equity mutual funds received inflows of $3.9 bn, the highest ever in any month. Including ETFs, inflows stood at…
On operating metrics such as revenue growth, margins, EBITDA growth, net income growth and return ratios (RoCE/RoE) and based on…
Indigo’s lease rentals are 17% of FY17 actual sales while depreciation was lower at around 2-3% of sales as cost…
Q1FY18 earnings were 4% above our estimate, mainly driven by securities and insurance business.
Growth is in a U-shaped recovery due to domestic and global factors; earnings revision breadth expected to improve in next…
GST impact on cigarettes: Morgan Stanley rates ITC ‘Overweight’, says tax to come down in new regime
The government has issued a notification clarifying that there will be no levy of any additional duty of excise on…
