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Latest Reports
Date Description Country Analyst Download  
14-May-2025 Krsnaa Diagnostics Ltd - Ramp up in B2C initiatives drive qualitative earnings growth India Surya Patra
14-May-2025 PC-WIT (13 May): Tepid indicators; corporate earnings beat expectation India Anjali Verma
14-May-2025 PATH India Anshul Bhargava
13-May-2025 Q4FY25 Earnings Mid-Review: Earnings growth ahead of expectations India Anjali Verma
13-May-2025 CPI Inflation : Dipped further; reinforces our stance of 50-100bps rate cuts India Anjali Verma
13-May-2025 Tata Steel Q4FY25: Focus on cost rationalization. India will continue to drive growth (Maintain Buy) India Vikash Singh
13-May-2025 Cipla - Revlimid concentration risk come to fore; Downgrade to SELL India Surya Patra
13-May-2025 SRF Ltd - Strong seasonal benefit is behind; near-term outlook is cautious India Surya Patra
13-May-2025 PATH India Anshul Bhargava
13-May-2025 Vijaya Diagnostic Centre Ltd -Weak performance; Cuts margin guidance for FY26 India Surya Patra
13-May-2025 UPL Q4FY25 - May 2025 India Harmish Desai
13-May-2025 PG Electroplast (PGEL IN); Strong quarter but challenges in RAC sector remain; Maintain NEUTRAL India Vipraw Srivastava
12-May-2025 ABB India (ABB IN):Inflows surprise; Operationally in line India Vinod Chari
12-May-2025 Britannia Industries (BRIT IN): Multiple levers to drive mid-teens earnings growth in FY26 India Anurag Dayal
12-May-2025 Thermax (TMX IN): FY26 to be a challenging year India Vinod Chari
12-May-2025 MF Tracker (Apr25) - Buying in Financials, selling in IT and Industrials India Anjali Verma
12-May-2025 PATH India Anshul Bhargava
11-May-2025 Dr Reddys Laboratories - Strategic growth initiatives to counter Revlimid led risk India Surya Patra
11-May-2025 Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY26 India Shubhranshu Mishra
11-May-2025 Biocon - Strong visible ramp up in US biosimilars excites India Surya Patra
11-May-2025 Chambal Fertilisers Q4FY25 - May 2025 India Harmish Desai
10-May-2025 What is EPR Liability, and why are brands filing a suit against the Indian government? India Natasha Jain
09-May-2025 Jindal Stainless Q4FY25: Near term performance bottomed out; structural story intact (Maintain Buy) India Vikash Singh
09-May-2025 Aarti Industries - Targets expansion led volume growth amid uncertainties India Surya Patra
08-May-2025 HPCL - Beat driven by improved refining performance India Nitin Tiwari
08-May-2025 Blue Star (BLSTR IN) 4QFY25 Result Update: All eyes on the weather! A key monitorable.. India Natasha Jain
08-May-2025 Voltas Limited (VOLT IN) 4QFY25 Result Update: Change in product mix supported margins India Tanay Rasal
08-May-2025 REC Ltd (RECL IN) - Loan growth moderates India Manish Agarwalla
08-May-2025 Larsen & Toubro (LT IN) - Strong FY25 finish; stronger FY26 outlook India Tanay Rasal
08-May-2025 Titan Company (TTAN IN): On track to deliver promising growth in the medium term India Ankit Kedia
08-May-2025 PATH India Anshul Bhargava
07-May-2025 Dabur India (DABUR IN): Downgrade to Neutral, Growth turnaround to be gradual India Anurag Dayal
07-May-2025 Godrej Consumer Products (GCPL IN) 4QFY25 Result Update: Clear strategy to drive medium-term growth India Anurag Dayal
07-May-2025 Mahanagar Gas Ltd - Earnings miss estimates; prognosis steady India Nitin Tiwari
07-May-2025 Coal India Q4FY25: Volume growth is key monitorable; valuations turned attractive (Maintain BUY) India Vikash Singh
07-May-2025 Sapphire Foods India (SAPPHIRE IN): Margin recovery expected to be slow and steady India Ankit Kedia
07-May-2025 APL Apollo Tubes Q4FY25: Growth outlook intact (Maintain Buy) India Vikash Singh
07-May-2025 PC-WIT (6 May): HFIs improved; India-UK FTA – A timely positive India Anjali Verma
07-May-2025 PC - Monthly Technical - The 20:80 Report - MAY 2025 India Subodh Gupta
07-May-2025 GLOBAL TECHNICAL ROUNDUP: PHILLIP TECHNICALS (MAY 2024) India Subodh Gupta
07-May-2025 PATH India Anshul Bhargava
06-May-2025 Bank of Baroda (BOB IN) - Core performance below expectation India Manish Agarwalla
06-May-2025 CG Power Ltd (CGPOWER IN): Increasing diversification; capex on track India Tanay Rasal
06-May-2025 Indian Hotels Company Ltd: On track to deliver healthy growth in the near-term India Ankit Kedia
06-May-2025 PATH India Anshul Bhargava
05-May-2025 V-Mart Retail (VMART IN): Expect gradual expansion in margin over medium term India Ankit Kedia
05-May-2025 Jindal SAW Q4FY25: One off dented performance but positive outlook intact (Maintain BUY) India Vikash Singh
05-May-2025 Bajaj Consumer Care (BAJAJCON IN) 4QFY25: Beats on margin; Sustainable volume growth in ADHO is a key monitorable going ahead India Binay Shukla
05-May-2025 Coforge (COFORGE IN) - Sustained performance; Orderbook strengthens FY26 growth visibility India Karan Uppal
05-May-2025 PATH India Anshul Bhargava
05-May-2025 PCI Index (Monthly): Pick-up in macros, equities and currency India Anjali Verma
05-May-2025 Weekly Metals and Energy Ratios Report India Ashwini Bansod
05-May-2025 Cables & Wires: Havells v/s RR Kabel: RR Kabel a clear outperformer India Natasha Jain
04-May-2025 Indian Bank (INBK IN) - Rate cut impacts NIM India Manish Agarwalla
04-May-2025 Coromandel International Q4FY25 - May 2025 India Harmish Desai
04-May-2025 Avenue Supermarts (DMART IN): Operating margins to remain under duress in near term India Ankit Kedia
04-May-2025 State Bank of India (SBIN IN) - Core performance above expectation India Manish Agarwalla
04-May-2025 Kotak Mahindra Bank (KMB IN) - Growth moderates India Manish Agarwalla
03-May-2025 Indian Oil Corp. Ltd. - Firm margins, expected capacity additions to drive earnings India Nitin Tiwari
03-May-2025 Atul Ltd - Set for a sustained sequential improvement India Surya Patra
03-May-2025 Bharat Petroleum Corp. Ltd. - Strong refinery margins drive beat on estimates India Nitin Tiwari
02-May-2025 Adani Ports & SEZ (ADSEZ IN) - Developing end to end capabilities India Vikram Suryavanshi
02-May-2025 Marico Ltd (MRCO IN) 4QFY25 Result Update: Reaping benefits of accelerated diversification India Anurag Dayal
01-May-2025 Bandhan Bank (BANDHAN IN EQUTY) - Micro finance stress remains elevated India Manish Agarwalla
01-May-2025 Equitas SFB (EQUITASB IN) - Asset quality deteriorates India Manish Agarwalla
01-May-2025 Shoppers Stop (SHOP IN): Management takes a cautious store expansion approach India Ankit Kedia
01-May-2025 ACC Ltd (ACC IN) - In-line set of operating numbers: India Vaibhav Agarwal
01-May-2025 The India Cements Ltd (ICEM IN): Turnaround already clearly visible! India Vaibhav Agarwal
01-May-2025 Praj Industries (PRJ IN) - Building sustainable business drivers India Vikram Suryavanshi
01-May-2025 Go Fashion India (GOCOLORS IN): Set to experiment with women top wear & mens wear India Ankit Kedia
01-May-2025 PATH India Anshul Bhargava
30-Apr-2025 ChipChat 2.0- Cooling trends in data centres India Vipraw Srivastava
30-Apr-2025 Vedanta Q4FY25: Meeting volume and cost guidance is the key monitorable (Maintain BUY) India Vikash Singh
30-Apr-2025 Auto Dealers Check – Apr 2025 | Consumers in savings & postponement mode India Amit Hiranandani
30-Apr-2025 WIT (29 Apr): HFIs continued improvement India Anjali Verma
29-Apr-2025 Castrol India Ltd - Strong growth in sales volume with focus on rural markets India Nitin Tiwari
29-Apr-2025 Trent (TRENT IN): Tapering of SSSG to mute margin expansion in medium term India Ankit Kedia
29-Apr-2025 Bajaj Finance (BAF IN): Credit cost to remain overhang in FY26 India Shubhranshu Mishra
29-Apr-2025 Ambuja Cements (ACEM IN): Ahead of estimates India Vaibhav Agarwal
29-Apr-2025 IndiaMART InterMESH (INMART IN) - In line results, elevated churn persists India Karan Uppal
29-Apr-2025 PATH India Anshul Bhargava
29-Apr-2025 PATH India Anshul Bhargava
28-Apr-2025 UltraTech Cement (UTCEM IN) - Strong and in-line set of operating numbers India Vaibhav Agarwal
28-Apr-2025 Nippon Life Asset Management (NAM IN) - Strong SIP Flow, but yield declines marginally India Manish Agarwalla
28-Apr-2025 KPIT Technologies (KPITTECH IN)- Growth and TCV Beat Expectations; Risk Reward improving India Karan Uppal
28-Apr-2025 Indraprastha Gas Ltd (IGL IN) - Sequential improvement in earnings; prognosis healthy India Nitin Tiwari
28-Apr-2025 Cholamandalam Investment and Finance Company (CIFC n): Credit cost to weigh on earnings for next 2-years India Shubhranshu Mishra
28-Apr-2025 Dr Lal PathLabs Ltd - Strong all-round performance India Surya Patra
28-Apr-2025 PATH India Anshul Bhargava
27-Apr-2025 Shriram Finance Limited (SHFL IN): Strong quarter, though credit cost inching up India Shubhranshu Mishra
27-Apr-2025 Dalmia Bharat (DALBHARA IN): Intending to balance growth with better profitability - Upgrade to Buy India Vaibhav Agarwal
27-Apr-2025 Atul Ltd - Sustained sequential improvement amidst sector uncertainties India Surya Patra
26-Apr-2025 DCB Bank (DCBB IN) - Core performance above expectation India Manish Agarwalla
26-Apr-2025 Gabriel India Ltd (GABR IN) - Management meet note: Heading for multi-product, techno-rich company! India Amit Hiranandani
25-Apr-2025 Hindustan Zinc Q4FY25: Silver lining despite near term headwinds (Upgrade to BUY) India Vikash Singh
25-Apr-2025 Cyient (CYL IN) - Lackluster operating performance India Karan Uppal
25-Apr-2025 Tech Mahindra (TECHM IN) - Mixed results; Decent TCV growth; Outlook Uncertain India Karan Uppal
25-Apr-2025 Rallis India Q4FY25 - Apr 2025 India Harmish Desai
25-Apr-2025 Mphasis (MPHL IN)- Strong Growth, TCV and Pipeline; Optimistic Outlook India Karan Uppal
25-Apr-2025 PATH India Anshul Bhargava
24-Apr-2025 L&T Technology Services (LTTS IN)- Weak results; Strong TCV & Pipeline; Optimistic Growth Outlook India Karan Uppal
24-Apr-2025 Hindustan Unilever Ltd (HUVR IN) | Inline 4Q: Strategy to pursue growth over margin positive India Anurag Dayal
24-Apr-2025 Nestle India (NEST IN) Inline 4Q: sustained rebound in Nutrition key to re-rating India Anurag Dayal
24-Apr-2025 Axis Bank (AXSB IN) - In line performance India Manish Agarwalla
24-Apr-2025 Persistent Systems (PSYS IN)- Solid performance; Continues to execute well India Karan Uppal
24-Apr-2025 PATH India Anshul Bhargava
23-Apr-2025 Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth India Shubhranshu Mishra
23-Apr-2025 LTIMindtree (LTIM IN) - Strong TCV & Pipeline; Aiming for growth and margin revival amidst tough macro India Karan Uppal
23-Apr-2025 Tata Cons Products Ltd (TATACONS IN): 4Q inline; growth business scale-up to drive further re-rating India Anurag Dayal
23-Apr-2025 WIT (23 Apr): HFIs indicated improvement; Flash PMI buoyant India Anjali Verma
23-Apr-2025 PATH India Anshul Bhargava
22-Apr-2025 Mahindra Logistics (MAHLOG IN) - Focus on cost optimization and network utilization India Vikram Suryavanshi
22-Apr-2025 Mahindra and Mahindra Financial services (MMFS IN): Beat due to write-backs manifested by ECL model India Shubhranshu Mishra
22-Apr-2025 HCL Technologies (HCLT IN) - Inline results; strong TCV growth; Decent FY26 guidance India Karan Uppal
22-Apr-2025 PATH India Anshul Bhargava
21-Apr-2025 PATH India Anshul Bhargava
20-Apr-2025 HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong India Manish Agarwalla
20-Apr-2025 ICICI Bank (ICICIBC IN) - Stable Core performance India Manish Agarwalla
20-Apr-2025 HDFC Bank (HDFCB IN) - Decent performance India Manish Agarwalla
18-Apr-2025 Indian Diagnostics - Most untapped, highest ROIC India Surya Patra
17-Apr-2025 Commodities Quarterly - Apr-Jun 25 India Ashwini Bansod
17-Apr-2025 Infosys (INFO IN) - Momentum Fading India Karan Uppal
17-Apr-2025 Wipro (WPRO IN): Inline results; Decent TCV; Guidance disappoints again India Karan Uppal
17-Apr-2025 PATH India Anshul Bhargava
16-Apr-2025 PATH India Anshul Bhargava
15-Apr-2025 Consumer Durables: Once again, RACs steal the show! (CHANNEL CHECKS) India Natasha Jain
15-Apr-2025 CPI Inflation : Falls significantly; More rate cuts coming India Anjali Verma
15-Apr-2025 IREDA Ltd (IREDA IN) - Beat in Earnings India Manish Agarwalla
11-Apr-2025 TCS (TCS IN): Muted results; Weak margins; Cautious commentary; Neutral (Downgrade) India Karan Uppal
11-Apr-2025 ISG Q1CY25 Deal Monitor: Weak Managed Services ACV Growth; Cautious commentary India Vipraw Srivastava
11-Apr-2025 MTAR Technologies Ltd (MTARTECH IN): INITIATING COVERAGE: Proxy play on US data centres India Vipraw Srivastava
11-Apr-2025 EMS 2.0- Component PLI : Policy docs talk about mix of capex and revenue incentives India Vipraw Srivastava
10-Apr-2025 Tata Steel Update: Netherlands cost restructuring program - a step in right direction (Maintain BUY) India Vikash Singh
09-Apr-2025 Q4FY25 Earnings Preview: Muted earnings growth India Anjali Verma
09-Apr-2025 WIT (08 Apr): Domestic economy holds steady India Anjali Verma
09-Apr-2025 Monetary Policy: 25bps rate cut and accommodative stance – A growth positive India Anjali Verma
09-Apr-2025 PATH India Anshul Bhargava
08-Apr-2025 Chemicals/Pharma EXIM trends March 2025 India Surya Patra
08-Apr-2025 Specialty Chemicals Q4FY25 Preview: Look strong sequentially India Surya Patra
08-Apr-2025 PC Metals 4QFY25 Results preview: Ferrous to perform better than non-ferrous India Vikash Singh
08-Apr-2025 PATH India Anshul Bhargava
07-Apr-2025 Pharma Q4FY25 Preview: Further ramp up in Revlimid drives earnings growth India Surya Patra
07-Apr-2025 India FMCG: 4QFY25 PREVIEW and SECTOR UPDATE, Recovery delayed, not denied India Anurag Dayal
07-Apr-2025 PATH India Anshul Bhargava
06-Apr-2025 Financials - Moderate earnings, NIMs under pressur India Manish Agarwalla
04-Apr-2025 ABFRL: Key takeaways from 2025 analyst meet India Ankit Kedia
04-Apr-2025 PATH India Anshul Bhargava
03-Apr-2025 PATH India Anshul Bhargava
02-Apr-2025 Hindalco Annual Meet 2025: Capex-affinity maintained amid near-term headwinds (Maintain Buy) India Vikash Singh
02-Apr-2025 PATH India Anshul Bhargava
02-Apr-2025 PCI Index (Monthly): Another month of dip; currency and liquidity- a positive India Anjali Verma
02-Apr-2025 PC-WIT (01 Apr): Economic activity improved India Anjali Verma
01-Apr-2025 Strategy (Monthly): FIIs net buyers after six months; Ex-IT all sectors gained India Anjali Verma
01-Apr-2025 IT Services Q4FY25 Results Preview- Navigating uncertain environment India Karan Uppal
01-Apr-2025 PATH India Anshul Bhargava
30-Mar-2025 Auto Dealers Check – Mar 2025 | Patchy roads ahead – Cautious! India Amit Hiranandani
28-Mar-2025 PATH India Anshul Bhargava
27-Mar-2025 PATH India Anshul Bhargava
26-Mar-2025 WIT (25 Mar): Macros buoyant; Tariff mystery to clear next week India Anjali Verma
26-Mar-2025 PATH India Anshul Bhargava
25-Mar-2025 PATH India Anshul Bhargava
24-Mar-2025 PATH India Anshul Bhargava
21-Mar-2025 PATH India Anshul Bhargava
20-Mar-2025 Accenture (ACN US) - Deal momentum sustaining; Cautious near-term outlook India Karan Uppal
20-Mar-2025 PATH India Anshul Bhargava
19-Mar-2025 PC Metals Sector Update - Safeguard Duty on Flat steel: A Shot in the Arm for Ferrous players India Vikash Singh
19-Mar-2025 PATH India Anshul Bhargava
18-Mar-2025 PC-WIT (18 Mar): Mixed signals; Fed expected to maintain status quo India Anjali Verma
18-Mar-2025 PATH India Anshul Bhargava
17-Mar-2025 Energy Sector: ‘Global South’ offers resilience to oil demand amid transition India Nitin Tiwari
17-Mar-2025 PATH India Anshul Bhargava
12-Mar-2025 WIT (11 Mar): Economic activity improved India Anjali Verma
12-Mar-2025 CPI, IIP : Positive surprise as inflation plunged; IIP growth strong India Anjali Verma
12-Mar-2025 PATH India Anshul Bhargava
12-Mar-2025 PATH India Anshul Bhargava
11-Mar-2025 MF Tracker (Feb25) - Buying in Financials, selling in Industrials and IT India Anjali Verma
11-Mar-2025 Chemicals/Pharma EXIM trends - February 2025 India Surya Patra
11-Mar-2025 PATH India Anshul Bhargava
10-Mar-2025 PARH India Anshul Bhargava
07-Mar-2025 FY26-27 Macro and Strategy Outlook: Exuberance settled; positive domestic fundamentals prevail India Anjali Verma
07-Mar-2025 PATH India Anshul Bhargava
06-Mar-2025 PATH India Anshul Bhargava
05-Mar-2025 PC-WIT (4 Mar): Stable HFIs; PMI quite buoyant India Anjali Verma
05-Mar-2025 PATH India Anshul Bhargava
04-Mar-2025 Strategy (Monthly): FII selling continues; IT and Consumer sectors the worst hit India Anjali Verma
04-Mar-2025 PATH India Anshul Bhargava
03-Mar-2025 PCI Index (Monthly): Tight liquidity dragged; otherwise sequentially stable India Anjali Verma
03-Mar-2025 Capital Goods: India T&D - Tough and durable (Initiation) India Tanay Rasal
03-Mar-2025 PATH India Anshul Bhargava
01-Mar-2025 Q3FY25 GDP : In-line; growth well distributed India Anjali Verma
28-Feb-2025 PATH India Anshul Bhargava
27-Feb-2025 Auto Dealers Check – Feb 2025 | Turning Cautious ex-Tractors! India Amit Hiranandani
27-Feb-2025 Jubilant Foodworks (JUBI IN): Key takeaways from FY25 analyst meet India Ankit Kedia
27-Feb-2025 PC-WIT (25 Feb): HFIs stayed stable; liquidity support continues India Anjali Verma
27-Feb-2025 Ports in India - Focus on smart mega ports and ESG India Vikram Suryavanshi
27-Feb-2025 PATH India Anshul Bhargava
25-Feb-2025 PATH India Anshul Bhargava
24-Feb-2025 India FMCG: 3Q review; time to get more constructive? India Anurag Dayal
24-Feb-2025 PATH India Anshul Bhargava
21-Feb-2025 PATH India Anshul Bhargava
20-Feb-2025 PATH India Anshul Bhargava
19-Feb-2025 Retail: Q3FY25 and 9MFY25 result review India Ankit Kedia
19-Feb-2025 PATH India Anshul Bhargava
18-Feb-2025 ABB India (ABB IN)-Operationally strong; inflows disappoint India Vinod Chari
18-Feb-2025 Aditya Birla Fashion & Retail (ABFRL IN): Store expansion to gain momentum from FY26 onwards India Ankit Kedia
18-Feb-2025 PATH India Anshul Bhargava
17-Feb-2025 Allcargo Logistics (AGLL) - Restructuring to unlock value India Vikram Suryavanshi
17-Feb-2025 Q3FY25 Earnings Review: In-line earnings growth India Anjali Verma
17-Feb-2025 PATH India Anshul Bhargava
16-Feb-2025 Camlin Fine Sciences - EU/China losses behind; Vanillin is all set drive profitable growth: Upgrade to BUY India Surya Patra
16-Feb-2025 Rategain Travel Tech (RATEGAIN IN): Decent Results; Healthy Margins; Distribution segment remains a drag India Karan Uppal
15-Feb-2025 KDDL (KDDL IN) - Play on Indian luxury market India Vikram Suryavanshi
14-Feb-2025 Hindalco Q3FY25: Novelis bottomed out; India business to remain strong (Maintain Buy) India Vikash Singh
14-Feb-2025 Pennar Industries (PSL IN) - Riding on capex cycle India Vikram Suryavanshi
14-Feb-2025 Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 India Shubhranshu Mishra
14-Feb-2025 Manappuram Finance (MGFL IN): non-gold AUM growth weighing on credit cost in FY25 India Shubhranshu Mishra
14-Feb-2025 IPCA Laboratories - Margin surprise leads to rating upgrade India Surya Patra
13-Feb-2025 Aegis Logistics (AEGISLOG IN) - Capex to drive growth India Vikram Suryavanshi
13-Feb-2025 Hindustan Aeronautics Ltd (HNAL IN); Strong orders and strategic initiatives fuel positive outlook India Dipen Vakil
13-Feb-2025 Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity India Shubhranshu Mishra
13-Feb-2025 Jubilant Foodworks (JUBI IN): Strategically prioritizes growth to gain market share India Ankit Kedia
13-Feb-2025 Lupin - Shown all-round cost efficiency; Upgrades margin outlook India Surya Patra
13-Feb-2025 PATH India Anshul Bhargava
12-Feb-2025 Bata India (BATA IN): Productivity, inventory initiatives to aid growth & margins India Ankit Kedia
12-Feb-2025 TBO Tek (TBOTEK IN): Healthy growth; Pivot to higher margin business continues India Karan Uppal
12-Feb-2025 Power Finance Corporation (POWF IN): Maintain growth guidance of ~13-14% India Manish Agarwalla
12-Feb-2025 Hi-Tech Pipes Q3FY25: Stable performance; Structural volume led growth story intact (Maintain Buy) India Vikash Singh
12-Feb-2025 Ratnamani Metals & Tubes Q3FY25: Performance bounced back (Upgrade to BUY) India Vikash Singh
12-Feb-2025 Siemens India (SIEM IN)-Digital drags; order inflows sanguine India Vinod Chari
12-Feb-2025 Indo Count Industries (ICNT IN) - Diversification into value added segment India Vikram Suryavanshi
12-Feb-2025 Sharp drop in CPI; IIP growth slowed India Anjali Verma
12-Feb-2025 Steel Authority of India Q3FY25: Good performance in difficult quarter; Risk reward turning lucrative (Maintain BUY) India Vikash Singh
12-Feb-2025 WIT (11 Feb): HFIs are stable to positive India Anjali Verma
12-Feb-2025 Chemicals/Pharma EXIM trends January 2025; Top BUY Ideas: ARTO, VO, ATLP, SUNP, ZYDUSLIF: India Surya Patra
12-Feb-2025 PATH India Anshul Bhargava
11-Feb-2025 National Aluminium Co Q3FY25: Performance peaked out; valuations at comfortable levels (Maintain Buy) India Vikash Singh
11-Feb-2025 Devyani International (DEVYANI IN): Slow recovery in SSSG to impact margins India Ankit Kedia
11-Feb-2025 Cool strategies to fuel hot gains! Blue Star vs. Voltas India Natasha Jain
11-Feb-2025 PATH India Anshul Bhargava
10-Feb-2025 Balrampur Chini (BRCM IN) - Impact of external challenges India Vikram Suryavanshi
10-Feb-2025 PATH India Anshul Bhargava
09-Feb-2025 NMDC Q3FY25: Good performance; Positive outlook intact (Maintain BUY) India Vikash Singh
09-Feb-2025 Cummins India (KKC IN)_Good quarter; remain optimistic India Vinod Chari
09-Feb-2025 Thermax (TMX IN)-Below par 3Q, momentum to pick in 4Q- India Vinod Chari
09-Feb-2025 PI Industries Ltd (PI IN) - In line with estimates; decline in exports impacts performanc India Harmish Desai
08-Feb-2025 Gujarat Gas Ltd - Reduced APM allocation, depreciation in INR a drag? India Nitin Tiwari
08-Feb-2025 Mangalam Cement (MGC IN) - Lower than estimates India Vaibhav Agarwal
08-Feb-2025 Star Cement (STRCEM IN) - In-line set once again India Vaibhav Agarwal
07-Feb-2025 JK Lakshmi Cement (JKLC IN) - In-line Results India Vaibhav Agarwal
07-Feb-2025 Aurobindo Pharma - Strategic growth levers in place; Upgrade to BUY India Surya Patra
07-Feb-2025 Monetary Policy: Continuity with a 25bps repo cut (in-line) India Anjali Verma
07-Feb-2025 Britannia Industries (BRIT IN): 3QFY25 - Inline 3Q backed by strong volume growth India Anurag Dayal
07-Feb-2025 REC Ltd (RECL IN) - In-line Performance India Manish Agarwalla
07-Feb-2025 PATH India Anshul Bhargava
06-Feb-2025 Welspun Corp Q3FY25: Volume led growth visibility improving (Upgrade to BUY) India Vikash Singh
06-Feb-2025 VRL Logistics (VRLL IN) - Benefit of price hike and operational efficiency India Vikram Suryavanshi
06-Feb-2025 Avalon Technologies Ltd (AVALON IN) : Clean Energy portfolio to face significant headwinds India Vipraw Srivastava
06-Feb-2025 Chambal Fertilisers (CHMB IN) - Energy efficiency measures drive EBITDA growth India Harmish Desai
06-Feb-2025 State Bank of India (SBIN IN) - Margin disappoints India Manish Agarwalla
06-Feb-2025 ITC Ltd (ITC IN): Strong 3Q cigarette volumes, FMCG margin disappoints India Anurag Dayal
06-Feb-2025 Sapphire Foods India (SAPPHIRE IN); Same-store transaction growth improves across businesses India Ankit Kedia
06-Feb-2025 Trent Ltd (TRENT IN): Area expansion remains healthy despite consolidation efforts India Ankit Kedia
06-Feb-2025 PATH India Anshul Bhargava
06-Feb-2025 Zydus Lifesciences Ltd - Key earnings triggers intact; Maintain BUY with raised TP of Rs 1150 India Surya Patra
05-Feb-2025 Titan Company (TTAN IN): Jewellery margin to remain under pressure in near term India Ankit Kedia
05-Feb-2025 Page Industries (PAG IN): Consumer offtake continues to remain muted India Ankit Kedia
05-Feb-2025 V-Mart Retail (VMART IN): Operational efficiency continues to drive performance India Ankit Kedia
05-Feb-2025 WIT (4 Feb): Improvement in HFI; RBI expected to begin rate cut cycle India Anjali Verma
05-Feb-2025 PATH India Anshul Bhargava
04-Feb-2025 PCI Index (Monthly): Dip continued amidst external uncertainties India Anjali Verma
04-Feb-2025 Strategy (Monthly): DII flows cushioned market drop; Healthcare sector hit India Anjali Verma
04-Feb-2025 Aarti Industries - All set to gain from expansions led growth & operating leverage: BUY with raised TP of Rs 730 India Surya Patra
04-Feb-2025 PATH India Anshul Bhargava
03-Feb-2025 Gateway Distriparks 3QFY25 Update - Maintain BUY India Vikram Suryavanshi
03-Feb-2025 LIC Housing Finance (LICHF IN) NIMs to compress, coupled with tepid growth in FY26 India Shubhranshu Mishra
03-Feb-2025 Dhanuka Agritech Q3FY25 - Feb 2025 India Harmish Desai
03-Feb-2025 Divis Laboratories - Positioned as the leading beneficiary of GLP-1 CDMO; Maintain Neutral with raised TP Rs 6000 India Surya Patra
03-Feb-2025 PC - Technical_Global Roundup 28_JAN_2024 India Subodh Gupta
03-Feb-2025 Cholamandalam Investment and Finance Company (CIFC IN): Credit cost to weigh on earnings for next 2-years India Shubhranshu Mishra
03-Feb-2025 Vinati Organics Ltd - Healthy performance in a difficult quarter; Buy with raised TP of Rs 2300 India Surya Patra
03-Feb-2025 PATH India Anshul Bhargava
02-Feb-2025 Adani Ports & SEZ 3QFY25 Update - Maintain BUY TP Rs 1,590 India Vikram Suryavanshi
02-Feb-2025 Praj Industries 3QFY25 Update - Maintain BUY India Vikram Suryavanshi
01-Feb-2025 Union Budget 2025-26: Big positive- tax benefits; rest stable and in planning stage India Anjali Verma
01-Feb-2025 PhillipCapital India Commodities Budget 2025-26 India Ashwini Bansod
01-Feb-2025 PC - Monthly Technical - The 20:80 Report - FEBRUARY 2024 India Subodh Gupta
01-Feb-2025 Auto Dealers Check – Jan 2025 | Retails in a pause mode India Amit Hiranandani
01-Feb-2025 PATH India Anshul Bhargava
31-Jan-2025 Vedanta Q3FY25: Aluminum division outperformed; positive outlook intact (Maintain BUY) India Vikash Singh
31-Jan-2025 Biocon - Strategic growth levers in place; Maintain BUY with TP Rs 415 India Surya Patra
31-Jan-2025 UPL Q3FY25 - Feb 2025 India Harmish Desai
31-Jan-2025 Coromandel International Q3FY25 - Feb 2025 India Harmish Desai
31-Jan-2025 Bandhan Bank (BANDHAN IN EQUTY) - Micro finance stress on rise India Manish Agarwalla
31-Jan-2025 Sun Pharma (SUNP IN) - Saw strong core operating performance; Maintain BUY with TP Rs 2120 India Surya Patra
31-Jan-2025 Indusind Bank (IIB IN) - Stress in unsecured loan drags earning India Manish Agarwalla
31-Jan-2025 Marico Ltd (MRCO IN): On track to deliver double digit topline growth in FY25 India Anurag Dayal
31-Jan-2025 Concor 3QFY25 Update - Maintain BUY India Vikram Suryavanshi
31-Jan-2025 Shree Cement (SRCM IN) - Maintain Neutral - PO Rs28,000 India Vaibhav Agarwal
31-Jan-2025 PATH India Anshul Bhargava
30-Jan-2025 Deepak Fertiliser Q3FY25 - Jan 2025 India Harmish Desai
30-Jan-2025 Tata Cons Products Ltd (TATACONS IN): 3Q margin miss transitory; medium-term growth outlook intact | Stay buy with a lower TP of Rs. 1100 India Anurag Dayal
30-Jan-2025 Larsen & Toubro (LT IN): Good core, and even better guidance India Vinod Chari
30-Jan-2025 JIndal Steel & Power Q3FY25: New capex announced; all eyes on timely commissioning (Maintain Buy) India Vikash Singh
30-Jan-2025 GAIL (India) Ltd -3QFY25 Update - Weaker gas trading and petrochemical weigh on earnings India Nitin Tiwari
30-Jan-2025 SRF Ltd - Benefited by Ref gas seasonality; Q4 likely to be seasonal peak; Maintain Neutral with raised TP Rs 2620 India Surya Patra
30-Jan-2025 HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs210 India Vaibhav Agarwal
30-Jan-2025 Quess Corp 3QFY25 - Demerger on track; BFSI led headwind in near term; Maintain BUY India Harshraj Rao
30-Jan-2025 Jindal Stainless Q3FY25: Consistent performance in challenging times; outlook stable (Maintain Buy) India Vikash Singh
30-Jan-2025 PATH India Anshul Bhargava
29-Jan-2025 ACC Ltd - Maintain Buy - PO Rs2,400 India Vaibhav Agarwal
29-Jan-2025 Mahindra Logistics 3QFY25 Update - Maintain BUY India Vikram Suryavanshi
29-Jan-2025 Ambuja Cements (ACEM IN) - Maintain Buy (PO Rs690) India Vaibhav Agarwal
29-Jan-2025 Westlife Foodworld: Growth momentum turns positive as base turns favorable India Ankit Kedia
29-Jan-2025 Indian Bank (INBK IN) - Beat across parameter India Manish Agarwalla
29-Jan-2025 KPIT Technologies 3QFY25 - Inline results; Optimistic commentary; Maintain Neutral India Karan Uppal
29-Jan-2025 Bajaj Finance (BAF IN): Credit cost to remain overhang in 4Q India Shubhranshu Mishra
29-Jan-2025 Teamlease Services 3QFY25 - Signs of specialized staffing revival, amidst soft people addition; Maintain BUY India Harshraj Rao
29-Jan-2025 Mahanagar Gas Ltd - 3QFY25 - Improved prognosis following resurgent gas sourcing; BUY India Nitin Tiwari
29-Jan-2025 Fed Policy: Status quo on rates; awaiting clarity on Trump’s policy India Anjali Verma
29-Jan-2025 Siemens India (SIEM IN)-Time is ripe, upgrade to Buy India Vinod Chari
29-Jan-2025 BHEL (BHEL IN)-Legacy execution remains key. Maintain BUY India Vinod Chari
29-Jan-2025 Siemens India (SIEM IN)-Time is ripe, upgrade to Buy India Vinod Chari
29-Jan-2025 BHEL (BHEL IN)-Legacy execution remains key. Maintain BUY India Vinod Chari
29-Jan-2025 JTL Industries Q3FY25: Structural story intact; volume growth to drive earnings (Maintain Buy) India Vikash Singh
29-Jan-2025 WIT (28 Jan): Macro activity holding-up India Anjali Verma
29-Jan-2025 PATH India Anshul Bhargava
28-Jan-2025 Colgate Palmolive (CLGT IN) 3QFY25 Result Update: Weak Q3 result, muted near-term earnings outlook ; Maintain NEUTRAL with Revised TP of Rs. 2,930/ India Anurag Dayal
28-Jan-2025 Cipla - Seasonal benefits drove earnings beat; Upgrade to Neutral with raised TP of Rs 1360 India Surya Patra
28-Jan-2025 Maharashtra Seamless Q3FY25: Seamless EBITDA/t continue to recover; outlook improving (Maintain Buy) India Vikash Singh
28-Jan-2025 Mahindra and Mahindra Financial Services (MMFS IN): Beat due to write-backs manifested by ECL mode India Shubhranshu Mishra
28-Jan-2025 Petronet LNG Ltd -3QFY25- Earnings in-line but throughput declines sequentially India Nitin Tiwari
28-Jan-2025 Indraprastha Gas Limited -3QFY25 Update - Restoration of APM allocation improves prognosis India Nitin Tiwari
28-Jan-2025 Tata Steel Q3FY25: Negatives largely factored in; India volume ramp up to drive earnings (Maintain Buy) India Vikash Singh
28-Jan-2025 Hindustan Zinc Q3FY25: Outlook improving but valuations outside comfort zone (Maintain Buy) India Vikash Singh
28-Jan-2025 Emami (HMN IN) 3QFY25 Result Update: Positive outlook; seasonality risk remains intact ; Maintain NEUTRAL with Revised TP of Rs. 630/ India Anurag Dayal
28-Jan-2025 Jindal SAW Q3FY25: Strong earnings momentum to be maintained (Maintain Buy) India Vikash Singh
28-Jan-2025 test India jeevan
28-Jan-2025 JK Cement Ltd (JKCE IN) - Maintain Buy - PO Rs5,800 India Vaibhav Agarwal
28-Jan-2025 PATH India Anshul Bhargava
27-Jan-2025 Go Fashion: Risk to reward remains favorable India Ankit Kedia
27-Jan-2025 TCI ltd 3QFY25 results update - Maintain BUY TP Rs 1,290 India Vikram Suryavanshi
27-Jan-2025 Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth India Shubhranshu Mishra
27-Jan-2025 Coal India Q3FY25: Structural story intact; performance on improving trajectory (Maintain Buy) India Vikash Singh
27-Jan-2025 PATH India Anshul Bhargava
25-Jan-2025 ICICI Bank (ICICIBC IN) - Stable Core performance India Manish Agarwalla
25-Jan-2025 Atul Ltd - Saw sustained sequential improvement amidst sector uncertainties: Maintain BUY with TP Rs 9000 India Surya Patra
25-Jan-2025 Shriram Finance Limited (SHFL IN): Strong quarter, though credit cost inching up India Shubhranshu Mishra
24-Jan-2025 JSW Steel Q4FY25: Outperformed in difficult quarter; Near term headwinds persist India Vikash Singh
24-Jan-2025 Godrej Consumer Products (GCPL IN) 3QFY25 Result Update: Look beyond Q3 weakness, time to accumulate ; Maintain BUY with TP of Rs. 1.420/ India Anurag Dayal
24-Jan-2025 DCB Bank (DCBB IN) - Core performance above expectatio India Palvir Bahia
24-Jan-2025 Mphasis 3QFY25 - Strong TCV and pipeline growth; optimistic outlook; Maintain BUY India Karan Uppal
24-Jan-2025 Budget Preview: Fiscal targeting to limit expansion plans India Anjali Verma
24-Jan-2025 Agri - Technical Levels India Rajeev Darji
24-Jan-2025 MCX - Technical Levels India Rajeev Darji
24-Jan-2025 Dr Reddys Laboratories - In line core operating performance, Maintain BUY with raised TP of Rs 1450 India Surya Patra
23-Jan-2025 Cyient 3QFY25 - IInline performance; TCV improved; Weak outlook Maintain Neutral India Karan Uppal
23-Jan-2025 Nippon Life Asset Management (NAM IN) - Flows remains strong, but yield declines India Manish Agarwalla
23-Jan-2025 PATH India Anshul Bhargava
23-Jan-2025 Metro Brands: Building a strong and diverse brandscape India Ankit Kedia
23-Jan-2025 UltraTech Cement (UTCEM IN) - Maintain Buy - PO Rs13,000 India Vaibhav Agarwal
23-Jan-2025 The India Cements Ltd (ICEM IN) - Buy (Upgrade) - PO Rs380 India Vaibhav Agarwal
23-Jan-2025 Coforge 3QFY25 - Robust organic growth; Positive commentary and outlook; Maintain BUY India Karan Uppal
23-Jan-2025 PATH India Anshul Bhargava
22-Jan-2025 Dalmia Bharat (DALBHARA IN) - Maintain Neutral (PO Rs1,900) India Vaibhav Agarwal
22-Jan-2025 India Auto Expo 2025 | Prioritizing cost, quality and design; saw surge in EVs! India Amit Hiranandani
22-Jan-2025 Energy Sector Update - Indian PSUs sign MOU for gas import with Argentina’s YPF India Nitin Tiwari
22-Jan-2025 Hindustan Unilever Ltd (HUVR IN): Q3FY25 Result Update - Volume growth remains elusive | Maintain NEUTRAL, Revised TP Rs. 2,550 India Anurag Dayal
22-Jan-2025 Persistent Systems 3QFY25 - Inline results; Continues to execute well; Maintain BUY India Karan Uppal
22-Jan-2025 HDFC Bank (HDFCB IN) - Core performance above expectation India Manish Agarwalla
22-Jan-2025 PATH India Anshul Bhargava
21-Jan-2025 IndiaMART InterMESH 3QFY25 - Elevated churn persists, collection remains soft; Maintain Neutral India Harshraj Rao
20-Jan-2025 APL Apollo Tubes Q3FY25: Good performance in challenging times; growth outlook intact (Maintain Buy) India Vikash Singh
20-Jan-2025 PATH India Anshul Bhargava
19-Jan-2025 Rallis India Q3FY25 - Jan 2025 India Harmish Desai
18-Jan-2025 EMS 2.0- Component Ecosystem: The next manufacturing revolution - Jan 2025 India Vipraw Srivastava
18-Jan-2025 Tech Mahindra 3QFY25 - Decent results; marking consistent progress towards FY27 targets; Maintain Neutral India Karan Uppal
18-Jan-2025 Wipro3QFY25 - Margins Beat; Weak Guidance; Portfolio volatility persists; Maintain Neutral India Karan Uppal
18-Jan-2025 Kotak Mahindra Bank (KMB IN) - Defying the trend India Manish Agarwalla
18-Jan-2025 Indian Hotels Company Ltd: Operating leverage to support margin expansion India Ankit Kedia
17-Jan-2025 PATH India Anshul Bhargava
16-Jan-2025 Axis Bank (AXSB IN) - Elevated slippage and weak growth India Manish Agarwalla
16-Jan-2025 LTIMindtree 3QFY25 - Strong growth; Robust TCV; outlook positive ; Maintain BUY India Karan Uppal
16-Jan-2025 Infosys 3QFY25 - Decent results; Modest TCV and Q4 outlook; Maintain BUY India Karan Uppal
16-Jan-2025 PATH India Anshul Bhargava
15-Jan-2025 PhillipCapital Commodities Quarterly Report India Ashwini Bansod
15-Jan-2025 Shoppers Stop: LFL growth trajectory to sustain in near term India Ankit Kedia
15-Jan-2025 L&T Technology Services 3QFY25 - Strong results and TCV; growth outlook improving; Upgrade to BUY India Karan Uppal
15-Jan-2025 PATH India Anshul Bhargava
14-Jan-2025 HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong India Manish Agarwalla
14-Jan-2025 HCL Tech 3QFY25 - Decent results; TCV mix improving; optimistic commentary; Maintain BUY India Karan Uppal
14-Jan-2025 PATH India Anshul Bhargava
13-Jan-2025 Chemicals/Pharma EXIM trends December 2024; Top Picks - ARTO, ZYDUSLIF, DIVI, VO India Surya Patra
13-Jan-2025 MF Tracker (Dec 24) - Net flows boosted by NFOs; buying in Discretionary, Healthcare India Anjali Verma
13-Jan-2025 Budget Preview: A tightrope walk due to fiscal targeting India Anjali Verma
13-Jan-2025 CPI Inflation : Eased to a 4-month low; better than expectation India Anjali Verma
13-Jan-2025 PATH India Anshul Bhargava
12-Jan-2025 Avenue Supermarts: (Upgrade to BUY) Leadership transition is a move in the right direction India Ankit Kedia
10-Jan-2025 PATH India Anshul Bhargava
09-Jan-2025 IREDA Ltd (IREDA IN) - Beat in Earnings but asset quality deteriorates India Manish Agarwalla
09-Jan-2025 TCS 3QFY25 - Muted results; Strong TCV; Early signs of discretionary revival; Maintain BUY India Karan Uppal
09-Jan-2025 PATH India Anshul Bhargava
08-Jan-2025 WIT (7 Jan): Decent start to the year India Anjali Verma
08-Jan-2025 Q3FY25 Earnings Preview: Performing sectors will continue to deliver India Anjali Verma
08-Jan-2025 PATH India Anshul Bhargava
07-Jan-2025 Metals 3QFY25 Results Preview: Non-Ferrous to outshine ferrous due to better realisations India Vikash Singh
07-Jan-2025 Financials - Moderate earnings, slow deposit growth India Manish Agarwalla
07-Jan-2025 PATH India Anshul Bhargava
06-Jan-2025 Strategy: Actual changes in SEBI Classification for 1H25 India Anjali Verma
06-Jan-2025 Shriram Finance Limited (SHFL IN): Management meetings KTAs India Shubhranshu Mishra
06-Jan-2025 PATH India Anshul Bhargava
03-Jan-2025 IT Services Q3FY25 Results Preview- Growth marred by Furloughs and Currency India Karan Uppal
03-Jan-2025 PCI Index (Monthly): Yet another dip as HFIs soften India Anjali Verma
03-Jan-2025 PATH India Anshul Bhargava
02-Jan-2025 Strategy (Monthly): FIIs remain net sellers; Healthcare Outperforms India Anjali Verma
02-Jan-2025 PATH India Anshul Bhargava
01-Jan-2025 WIT (31 Dec): HFIs weak to stable; Sharp cut seen in autos India Anjali Verma
01-Jan-2025 Specialty Chemicals Q3FY25 Preview: Look weak sequentially; Top results picks: Positive – ATLP, ARTO, VO; Negative – SRF India Surya Patra
01-Jan-2025 Pharmaceuticals Q3FY25 Preview: Seasonal benefits add to momentum; Top Q3FY25 result picks: Positive: ZYDUSLIF, LPC, DIVI; Negative: CIPLA, IPCA India Surya Patra
01-Jan-2025 PATH India Anshul Bhargava
31-Dec-2024 PATH India Anshul Bhargava
30-Dec-2024 PATH India Anshul Bhargava
27-Dec-2024 PATH India Anshul Bhargava
26-Dec-2024 PATH India Anshul Bhargava
24-Dec-2024 PATH India Anshul Bhargava
23-Dec-2024 PATH India Anshul Bhargava
20-Dec-2024 Siemens India (SIEM IN) Differentiated HVDC focus means lowers potential TAM -Company Update India Vinod Chari
20-Dec-2024 PATH India Anshul Bhargava
19-Dec-2024 Metals: Karnataka mining tax: A direct negative impact for miners (NMDC, Vedanta) but more problematic for steel players (JSW) India Vikash Singh
19-Dec-2024 PATH India Anshul Bhargava
18-Dec-2024 Fed Policy: Rate cut by 25bps; softer 50bps cut expected in 2025 India Anjali Verma
18-Dec-2024 PATH India Anshul Bhargava
17-Dec-2024 PATH India Anshul Bhargava
16-Dec-2024 PATH India Anshul Bhargava
13-Dec-2024 PATH India Anshul Bhargava
12-Dec-2024 MF Tracker (Nov) - Dip in flows, yet strong; buying in Discretionary, IT India Anjali Verma
12-Dec-2024 CPI, IIP : Inflation eased with correction in food prices; IIP buoyant India Anjali Verma
12-Dec-2024 PATH India Anshul Bhargava
11-Dec-2024 PC-WIT (17 Dec): HFIs improved; Global central banks policies in focus India Anjali Verma
11-Dec-2024 WIT (10 Dec): Macros holding up India Anjali Verma
11-Dec-2024 PATH India Anshul Bhargava
10-Dec-2024 PATH India Anshul Bhargava
09-Dec-2024 Pipe Sector – ERW Pipes : A lacklustre year so far; long-term positive outlook intact (SECTOR & INITIATION) India Vikash Singh
09-Dec-2024 PATH India Anshul Bhargava
06-Dec-2024 Monetary Policy: Measures favouring better currency management; Inflation-growth commentary in line India Anjali Verma
06-Dec-2024 PATH India Anshul Bhargava
05-Dec-2024 PC - Technical Global Roundup December 2024 India Subodh Gupta
05-Dec-2024 PC - Monthly Technical - The 20:80 Report - DECEMBER 2024 India Subodh Gupta
05-Dec-2024 PATH India Anshul Bhargava
04-Dec-2024 PC-WIT (3 Dec): HFIs are stable to positive India Anjali Verma
04-Dec-2024 PATH India Anshul Bhargava
03-Dec-2024 PATH India Anshul Bhargava
03-Dec-2024 PCI Index (Monthly): Dipped from the historical high India Anjali Verma
03-Dec-2024 IMD predicts Warmer winters – Vigilant on rabi output, inflation, and winter consumption India Anjali Verma
02-Dec-2024 PATH India Anshul Bhargava
02-Dec-2024 India IT Services - Can Trump 2.0 be a boon for the E&U vertical? India Karan Uppal
02-Dec-2024 Apr-Oct Fiscal deficit: Deficit tamed, Capex weak India Anjali Verma
02-Dec-2024 Biocon - Biosimilar portfolio to gain traction; Reiterate BUY with raised TP Rs 425 India Surya Patra
29-Nov-2024 PATH India Anshul Bhargava
29-Nov-2024 Q2FY25 GDP : Dips to 5.4%; we cut FY26 GVA estimate to 6.4% India Anjali Verma
28-Nov-2024 PATH India Anshul Bhargava
27-Nov-2024 PATH India Anshul Bhargava
27-Nov-2024 NBFC and Fintech Sector: Perpetual cycle of busts underway in unsecured lending India Shubhranshu Mishra
27-Nov-2024 WIT (26 Nov): HFIs are stable to weak India Anjali Verma
26-Nov-2024 PATH India Anshul Bhargava
26-Nov-2024 LTIMindtree - Analyst Meet KTAs - sets a bold vision of $10bn revenue; Maintain BUY India Karan Uppal
25-Nov-2024 PATH India Anshul Bhargava
22-Nov-2024 PATH India Anshul Bhargava
21-Nov-2024 PATH India Anshul Bhargava
21-Nov-2024 WIT (19 Nov): HFIs are largely stable India Anjali Verma
20-Nov-2024 Aegis Logistics 2QFY25 Update - Maintain Sell India Vikram Suryavanshi
20-Nov-2024 KDDL 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
19-Nov-2024 PATH India Anshul Bhargava
18-Nov-2024 PATH India Anshul Bhargava
18-Nov-2024 BANKS Result Review - Risk off strategy in play India Manish Agarwalla
18-Nov-2024 Ratnamani Metals and Tubes 2QFY25: Lower sales impacted performance (Maintain Neutral) India Vikash Singh
18-Nov-2024 Weekly Non-Agri Ratios Report India Ashwini Bansod
17-Nov-2024 PI Industries Q2FY25 - Nov 2024 India Harmish Desai
17-Nov-2024 Allcargo Logistics 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
16-Nov-2024 Apollo Tyres (APTY IN) : RM inflation to subside, though cost under-recoveries remain - NEUTRAL (Maintained) India Saksham Kaushal
16-Nov-2024 IPCA Laboratories - Cut our US ramp up expectations; Maintain SELL with lower TP Rs 1030 India Surya Patra
16-Nov-2024 Bharat Forge (BHFC IN) : Defence business well placed for the medium term - BUY (Maintained) India Manish Agarwalla
16-Nov-2024 Hero MotoCorp (HMCL IN) : Product action and better wedding season to sustain demand - BUY (Maintained) India Manish Agarwalla
15-Nov-2024 Strategy: Tread with caution despite correction in equities India Anjali Verma
15-Nov-2024 Muthoot Finance (MUTH IN): Pick-up in loan growth, driven by higher productivity India Shubhranshu Mishra
15-Nov-2024 VRL Logistics 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
15-Nov-2024 Mangalam Cement (MGC IN) - Maintain Neutral (PO Rs930) India Vaibhav Agarwal
14-Nov-2024 PATH India Anshul Bhargava
14-Nov-2024 National Aluminium Q2FY25: Best is yet to come (Maintain BUY) India Vikash Singh
14-Nov-2024 Chemicals/Pharma EXIM trends - October 2024: Top Picks - ARTO, VO, ATLP, DRRD, ZYDUSLIF India Surya Patra
13-Nov-2024 PATH India Anshul Bhargava
13-Nov-2024 PATH India Anshul Bhargava
13-Nov-2024 Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 India Shubhranshu Mishra
13-Nov-2024 Eicher Motors (EIM IN) : Actions taken to spur growth, at the cost of margins - NEUTRAL (Maintained) India Saksham Kaushal
13-Nov-2024 WIT (12 Nov): Indian macros holding-up well India Anjali Verma
13-Nov-2024 Pennar Industries 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
13-Nov-2024 NMDC LTD Q2FY25: Outlook improving; Volume revival to drive earnings (Upgrade to Buy) India Vikash Singh
13-Nov-2024 Gateway Distriparks 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
13-Nov-2024 Vinati Organics Ltd - Growth outlook remain intact; Upgrade to Buywith TP of Rs 2200 India Surya Patra
13-Nov-2024 Zydus Lifesciences Ltd - Strong operating performance; Upgrade to BUY with TP Rs 110 India Surya Patra
12-Nov-2024 PATH India Anshul Bhargava
12-Nov-2024 TBO Tek 2QFY25 - Business mix improving; optimistic outlook; Maintain BUY India Karan Uppal
12-Nov-2024 Hindalco Q2FY25: Stronger domestic business to counterbalance Novelis` weakness (Maintain Buy) India Vikash Singh
12-Nov-2024 CPI, IIP : Inflation spiked to a 14-month high; IIP healthy India Anjali Verma
12-Nov-2024 Star Cement (STRCEM IN) - Maintain BUY (PO Rs250): India Vaibhav Agarwal
12-Nov-2024 Welspun Corp 2QFY25: Outlook positive; valuations getting stretched (Maintain NEUTRAL) India Vikash Singh
12-Nov-2024 Shree Cement - Maintain Neutral (PO Rs26,500) India Vaibhav Agarwal
12-Nov-2024 Business Services: Staffing sector to sail with structural tailwinds; Initiate coverage on Quess Corp and TeamLease with BUY India Harshraj Rao
12-Nov-2024 Camlin Fine Sciences - Focuses on Vanila & Blends for a profitable growth; Maintain NEUTRAL with TP Rs 110: India Surya Patra
11-Nov-2024 PATH India Anshul Bhargava
11-Nov-2024 MF Tracker (Oct) - Net flows remain strong; buying in Financials, Healthcare India Anjali Verma
11-Nov-2024 UPL Q2FY25 - Nov 2024 India Harmish Desai
11-Nov-2024 Devyani International Ltd: Margins continue to remain under stress on weak demand India Ankit Kedia
11-Nov-2024 Jubilant Foodworks: Continues to prioritize market share India Ankit Kedia
11-Nov-2024 Aurobindo Pharma - H2 to drive growth; Maintain Neutral rating with lowered TP of Rs 1470 India Surya Patra
11-Nov-2024 Biocon - Pipeline uncertainly ends; Upgrade to BUY with TP Rs 385 India Surya Patra
10-Nov-2024 Aarti Industries - Hurt by weak season and prices; Volume led growth intact; Retain BUY with lowered TP Rs 680 India Surya Patra
10-Nov-2024 Tata Motors (TTMT IN) : Key guidance held, though with lesser headroom for volatility - BUY (Maintained) India Saksham Kaushal
10-Nov-2024 Ashok Leyland (AL IN) : Structural tailwinds in favour of CV demand picking up - BUY (Maintained) India Saksham Kaushal
10-Nov-2024 Bata India: Driving initiatives across front end and back end India Ankit Kedia
10-Nov-2024 Equitas SFB (EQUITASB IN) - Asset quality deteriorates India Manish Agarwalla
10-Nov-2024 Divis Laboratories - Well placed to lead the GLP CDMO opportunity from India; Maintain Neutral with raised TP of Rs 5500 India Surya Patra
10-Nov-2024 Indo Count 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
10-Nov-2024 ABFRL: Store expansion remains calibrated in the near-term India Ankit Kedia
10-Nov-2024 JK Lakshmi Cement (JKLC IN) - Downgrade to Neutral - PO Rs850 India Vaibhav Agarwal
10-Nov-2024 The India Cements Ltd (ICEM IN) - Maintain Neutral (PO Rs390) India Vaibhav Agarwal
10-Nov-2024 State Bank of India (SBIN IN) - Above expectation India Manish Agarwalla
10-Nov-2024 Vedanta 2QFY25: Positive outlook intact; Aluminium division to drive EPS growth (Maintain Buy) India Vikash Singh
10-Nov-2024 Power Finance Corporation (POWF IN) - Maintain growth guidance of ~14% India Manish Agarwalla
10-Nov-2024 Lupin - Saw strong domestic performance; Upgrades margin outlook; Maintain Neutral with raised TP Rs 2100 India Surya Patra
09-Nov-2024 Steel Authority of India Q2FY25: Performance bottomed out (Maintain Buy) India Vikash Singh
08-Nov-2024 PATH India Anshul Bhargava
08-Nov-2024 Gujarat State Petronet Ltd- Earnings inline; Restructuring to unlock value - Q2FY25 Update India Nitin Tiwari
08-Nov-2024 Indian Hotels Company Ltd: Healthy hotel revenue growth drives operating leverage India Ankit Kedia
08-Nov-2024 Trent: Store closure, weak demand impacts revenue growth India Ankit Kedia
08-Nov-2024 Page Industries: Favorable input costs to support healthy operating margin India Ankit Kedia
07-Nov-2024 PATH India Anshul Bhargava
07-Nov-2024 Tata Steel Q2FY25: Domestic outlook better; wait for Europe turnaround gets longer (Maintain Neutral) India Vikash Singh
07-Nov-2024 Escorts Kubota Ltd (ESC IN) : Margins reset lower; focus now on localization and synergies - NEUTRAL (Maintained) India Saksham Kaushal
07-Nov-2024 Mahindra & Mahindra (MM IN) : All key segments are performing well - BUY (Maintained) India Saksham Kaushal
07-Nov-2024 Chambal Fertilisers Q2FY25 - Nov 2024 India Harmish Desai
07-Nov-2024 Endurance Technologies (ENDU IN) : New segments look promising, but factored in the valuation - NEUTRAL (Maintained) India Saksham Kaushal
07-Nov-2024 Gujarat Gas Ltd - Gas sales lower, but margins improve sequentially Q2FY25 Update India Nitin Tiwari
06-Nov-2024 PATH India Anshul Bhargava
06-Nov-2024 Dhanuka Agritech Q2FY25 - Nov 2024 India Harmish Desai
06-Nov-2024 Jindal Steel & Power Q2FY25: Growth story intact despite near term headwinds (Maintain Buy) India Vikash Singh
06-Nov-2024 GAIL(India) Ltd - Earnings poised for growth- Q2FY25 Update India Nitin Tiwari
06-Nov-2024 Titan Company: Core jewellery margin to remain under pressure India Ankit Kedia
06-Nov-2024 Dr Reddys Laboratories - Beat on all fronts; All strategic growth drivers in place; Maintain BUY with TP of Rs 1400 India Surya Patra
05-Nov-2024 PATH India Anshul Bhargava
05-Nov-2024 Manappuram FInance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 India Shubhranshu Mishra
04-Nov-2024 PCI Index (Monthly): Stable and at all-time high India Anjali Verma
04-Nov-2024 Go Fashion (India): A leg up on competition (Initiating Coverage) India Ankit Kedia
04-Nov-2024 PC_Technical_Global Roundup_ 01_NOV_2024 India Subodh Gupta
02-Nov-2024 Deepak Fertiliser Q2FY25 - Nov 2024 India Harmish Desai
01-Nov-2024 PATH India Anshul Bhargava
31-Oct-2024 PATH India Anshul Bhargava
31-Oct-2024 Adani Ports and SEZ 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
31-Oct-2024 Biocon - Inline operating performance; Financial stress continues; Maintain NEUTRAL with lowered TP of Rs 280 India Surya Patra
30-Oct-2024 PATH India Anshul Bhargava
30-Oct-2024 WIT (29 Oct): Mixed signals; US elections – most awaited event to unfold next week India Anjali Verma
30-Oct-2024 Concor 2QFY25 Update - Maintain BUY India Vikram Suryavanshi
30-Oct-2024 V-Mart Retail: Store additions and demand recovery on track India Ankit Kedia
30-Oct-2024 Cipla - Base business weakness persists; Revlimid to save H2: Re-iterate SELL with TP Rs 1220 India Surya Patra
30-Oct-2024 APL Apollo Tubes Q2FY25: Worst performance in recent times; on a recovery path (Maintain Buy) India Vikash Singh
30-Oct-2024 Indraprastha Gas Ltd.- Sales growth recovers but prognosis muddled; NEUTRAL-Q2FY25 Update India Nitin Tiwari
30-Oct-2024 Maharashtra Seamless Q2FY25: Seamless EBITDA/t bounced back; guidance remained muted (Maintain Buy) India Vikash Singh
29-Oct-2024 PATH India Anshul Bhargava
29-Oct-2024 LIC Housing Finance (LICHF IN): NIMs to compress, coupled with tepid growth in FY25 India Shubhranshu Mishra
29-Oct-2024 Maruti Suzuki (MSIL IN) : Higher discounts help normalize inventory levels - BUY (Maintained) India Saksham Kaushal
29-Oct-2024 HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs210 India Vaibhav Agarwal
29-Oct-2024 JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs5,500 India Vaibhav Agarwal
29-Oct-2024 Indian Bank (INBK IN) - All round performance India Manish Agarwalla
28-Oct-2024 PATH India Anshul Bhargava
28-Oct-2024 PATH India Anshul Bhargava
28-Oct-2024 Sun Pharma - Revlimid and lower R&D spend drive earnings surprise; Maintain BUY with Raised TP of Rs 2100 India Surya Patra
28-Oct-2024 Cholamandalam Investment and Finance Company (CIFC IN): Guidance maintained for FY25 India Shubhranshu Mishra
28-Oct-2024 Sanghi Industries (SNGI IN) - Drop Coverage India Vaibhav Agarwal
28-Oct-2024 Sapphire Foods India :Long-term story remains intact despite near-term challenges India Ankit Kedia
28-Oct-2024 ACC Ltd (ACC IN) - Maintain BUY - PO Rs3,000 India Vaibhav Agarwal
28-Oct-2024 Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs710 India Vaibhav Agarwal
28-Oct-2024 Balrampur Chini Mills (BRCM IN): Sweetening the deal with ethanol and PLA (BUY, TP Rs 705) India Vikram Suryavanshi
28-Oct-2024 Shriram Finance Ltd (SHFL IN): Strong quarter, FY25 guidance maintained India Shubhranshu Mishra
27-Oct-2024 Coromandel International Q2FY25 - Oct 2024 India Harmish Desai
27-Oct-2024 Atul Ltd - Saw sustained operational recovery; Best positioned among peers; BUY with raised TP of Rs 9000 India Surya Patra
27-Oct-2024 Balkrishna Industries Ltd (BIL IN) : Weak demand persists, while management controls costs - NEUTRAL (Maintained) India Saksham Kaushal
27-Oct-2024 Bandhan Bank (BANDHAN IN EQUTY)- Micro finance stress increases again India Manish Agarwalla
27-Oct-2024 Bank of Baroda (BOB IN) - Strong recovery led to beat in PAT India Manish Agarwalla
27-Oct-2024 ICICI Bank (ICICIBC IN) - Stable Core performance India Manish Agarwalla
27-Oct-2024 REC Ltd (RECL IN) - Strong margin performance India Manish Agarwalla
26-Oct-2024 Mahanagar Gas Ltd. - Prognosis for reduced domestic supply a concern -Q2FY25 Update India Nitin Tiwari
26-Oct-2024 JSW Steel 2QFY25: Outperformed in difficult quarter; volume growth story intact (Downgrade to Neutral) India Vikash Singh
26-Oct-2024 Coal India Q2FY25: Lower offtake impacted performance; positive outlook intact (Maintain Buy) India Vikash Singh
25-Oct-2024 PATH India Anshul Bhargava
25-Oct-2024 TCI Ltd 2QFY25 Update - Maintain BUY TP Rs 1,290 India Vikram Suryavanshi
24-Oct-2024 PATH India Anshul Bhargava
24-Oct-2024 DCB Bank (DCBB IN) - Performance above expectation India Manish Agarwalla
24-Oct-2024 Indusind Bank (IIB IN) - Stress in unsecured drags earning India Manish Agarwalla
24-Oct-2024 Petronet LNG Ltd - Lower throughput leads to sequential decline in earnings -Q2FY25 update India Nitin Tiwari
24-Oct-2024 Westlife Foodworld: Expect recovery in growth and margin from Q3FY25 onwards India Ankit Kedia
24-Oct-2024 Cyient 2QFY25 - Inline performance; weak TCV; aggressive guidance ; Maintain Neutral India Karan Uppal
24-Oct-2024 US Elections and India - Neutral to long-term positive for India India Anjali Verma
23-Oct-2024 PATH India Anshul Bhargava
23-Oct-2024 Sona BLW PF Ltd (SONACOMS IN) : Railway business to boost revenue; but dilute margins, ratios - BUY (Maintained) India Saksham Kaushal
23-Oct-2024 TVS Motor (TVSL IN) : Double-digit growth during Navaratri; though valuations rich - NEUTRAL (Maintained) India Saksham Kaushal
23-Oct-2024 KPIT Technologies 2QFY25 - Cautious R&D spends by Auto OEMs clouds near term outlook; Downgrade to Neutral India Karan Uppal
23-Oct-2024 SRF Ltd - Continued weak agro-demand raises concern over FY25 margins; Maintain Neutral rating with lowered TP Rs 2300 India Surya Patra
23-Oct-2024 Shoppers Stop: Expect mid-single digit LTL growth in H2FY25 India Ankit Kedia
23-Oct-2024 Mahindra Logistics 2QFY25 Update - Focus on cost optimization I Maintain BUY India Vikram Suryavanshi
23-Oct-2024 Coforge 2QFY25 - Robust growth and TCVs; optimistic outlook; Maintain BUY India Karan Uppal
23-Oct-2024 Mahindra and Mahindra Financial Services (MMFS IN): Miss due to higher than expected credit cost India Shubhranshu Mishra
23-Oct-2024 Bajaj Finance (BAF IN): Credit cost to remain overhang in 2H India Shubhranshu Mishra
22-Oct-2024 PATH India Anshul Bhargava
22-Oct-2024 Persistent Systems 2QFY25 - Continues to execute well; Maintain BUY India Karan Uppal
22-Oct-2024 Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth India Shubhranshu Mishra
21-Oct-2024 PATH India Anshul Bhargava
21-Oct-2024 UltraTech Cement (UTCEM IN) - Maintain Buy - PO Rs12,000 India Vaibhav Agarwal
21-Oct-2024 Dalmia Bharat (DALBHARA IN) - Maintain Neutral - PO Rs1,900 India Vaibhav Agarwal
21-Oct-2024 Jindal SAW 2QFY25: Solid performance to continue (Maintain BUY) India Vikash Singh
21-Oct-2024 Tata Consumer Products Ltd (TATACONS IN) 2QFY25 Result Update: Expecting near term volume growth challenges in the core portfolio + slowdown in non-branded business from 3QFY25 | Maintained BUY rating with Rs. 1,200/- India Binay Shukla
20-Oct-2024 Ceat Ltd (CEAT IN) : RM cost inflation overhang to continue over the near-term - NEUTAL (Maintained) India Saksham Kaushal
20-Oct-2024 HDFC Bank (HDFCB IN) - Core performance above expectation India Manish Agarwalla
20-Oct-2024 Kotak Mahindra Bank (KMB IN) Uptick in stress along with NIM compression India Manish Agarwalla
20-Oct-2024 Energy Sector - Deallocation of APM gas in CGD calls for urgent tax reforms India Nitin Tiwari
19-Oct-2024 IndiaMART InterMESH 2QFY25 - Soft collections; elevated customer churn persists; Neutral (Downgrade) India Karan Uppal
19-Oct-2024 Jindal Stainless Q2FY25: Stable performance; positive outlook intact (Maintain Buy) India Vikash Singh
19-Oct-2024 Tech Mahindra 2QFY25 - Decent results; growth outlook uncertain; risk reward unfavorable; Maintain Neutra India Karan Uppal
19-Oct-2024 Hindustan Zinc 2QFY25 Result: In-line performance; Positives largely factored in (Upgrade to Neutral) India Vikash Singh
19-Oct-2024 Wipro 2QFY25 - Decent results; Weak Guidance; Portfolio volatility persists; Maintain Neutral India Karan Uppal
18-Oct-2024 PATH India Anshul Bhargava
18-Oct-2024 Axis Bank (AXSB IN) - Core performance in line India Manish Agarwalla
18-Oct-2024 Infosys 2QFY25 - Inline growth; Modest TCV; Improving Outlook ; Maintain BUY India Karan Uppal
17-Oct-2024 PATH India Anshul Bhargava
17-Oct-2024 LTIMindtree 2QFY25 - Broad based growth recovery; outlook positive ; Maintain BUY India Karan Uppal
17-Oct-2024 Mphasis 2QFY25 - Performance improving; BFSI pickup to help growth recovery ahead ; Upgrade to BUY India Karan Uppal
17-Oct-2024 Nestle India (NEST IN) 2QFY25 Result Update: Expecting continue weakness in revenue and margins in the near term | Maintain BUY with Revised TP of Rs. 2,615/- India Binay Shukla
17-Oct-2024 Logistics Sector Update - Sustainable Warehousing and SCM India Vikram Suryavanshi
16-Oct-2024 PATH India Anshul Bhargava
16-Oct-2024 Bajaj Auto (BJAUT IN) : Targets market leadership in e2W and e3W segments - BUY (Maintained) India Saksham Kaushal
16-Oct-2024 L&T Technology Services 2QFY25 - Mixed results; growth and margin guidance aggressive ; Maintain Neutral India Karan Uppal
16-Oct-2024 Rallis India Q2FY25 - Oct 2024 India Harmish Desai
16-Oct-2024 WIT (15 Oct): Festive season – faring well; Supporting macros India Anjali Verma
16-Oct-2024 Weather Update - Oct 16 India Ashwini Bansod
15-Oct-2024 PATH India Anshul Bhargava
15-Oct-2024 ISG Q3CY24 - Strong ACV growth across managed services and AAS India Karan Uppal
15-Oct-2024 HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong India Manish Agarwalla
15-Oct-2024 Chemicals/Pharma Q2FY25 EXIM trends; Positive - ATLP, ARTO, DRRD, ZYDUSLIF; Negative - CIPLA, DIVI India Surya Patra
14-Oct-2024 PATH India Anshul Bhargava
14-Oct-2024 CPI Inflation : Surged to a 9-month high; in-line with our estimate India Anjali Verma
14-Oct-2024 HCL Technologies 2QFY25 - Strong results driven by all-round performance; Maintain BUY India Karan Uppal
13-Oct-2024 Avenue Supermarts: Online grocery platforms impact growth especially in metros India Ankit Kedia
11-Oct-2024 PATH India Anshul Bhargava
11-Oct-2024 BANKS - Risk off strategy in play India Manish Agarwalla
11-Oct-2024 MF Tracker (Sep) - Net flows remain strong; buying in Discretionary, Metals India Anjali Verma
10-Oct-2024 PATH India Anshul Bhargava
10-Oct-2024 TCS 2QFY25 - Mixed results; Strong hiring; Optimistic commentary; Maintain BUY India Karan Uppal
09-Oct-2024 PATH India Anshul Bhargava
09-Oct-2024 Monetary Policy: RBI changes stance to neutral, rate cuts should follow India Anjali Verma
09-Oct-2024 WIT (08 Oct): HFI indicate robustness supported by festivities India Anjali Verma
08-Oct-2024 PATH India Anshul Bhargava
08-Oct-2024 PC - Technical_Global_Roundup 07_OCT_2024 India Subodh Gupta
08-Oct-2024 Q2FY25 Earnings Preview: Weak quarter led by fall in commodities India Anjali Verma
08-Oct-2024 Metals 2QFY25 Results Preview: Lower realisations impacted performance; Non-Ferrous to perform relatively better India Vikash Singh
07-Oct-2024 PATH India Anshul Bhargava
07-Oct-2024 Financials - Moderate earnings, strong deposit growth India Manish Agarwalla
04-Oct-2024 PATH India Anshul Bhargava
04-Oct-2024 PCI Index (Monthly): Gained another record high led by rally in equities in August and supportive macros India Anjali Verma
03-Oct-2024 PATH India Anshul Bhargava
03-Oct-2024 WIT (01 Oct): Weak Sep for certain segments, watch out for festive season India Anjali Verma
02-Oct-2024 IT Services Q2FY25 Preview - Sector growth rates steadily recovering India Karan Uppal
02-Oct-2024 Pharmaceuticals - Q2FY25 Preview: Limited period opportunities drive Q2 earnings: Top Q2FY25 result picks: - Positive:- SUNP, DRRD: Negative:- BIOS: India Surya Patra
02-Oct-2024 Specialty Chemicals - Q2FY25 Preview: Trade challenges check the sector recovery; Top results picks: Positive – ATLP & VO; Negative – ARTO India Surya Patra
01-Oct-2024 PATH India Anshul Bhargava
30-Sep-2024 PATH India Anshul Bhargava
30-Sep-2024 PC - Monthly Technical - The 20:80 Report - SEPTEMBER 2024 India Subodh Gupta
29-Sep-2024 Kharif Planting Progress as of Sep 29 and SW Monsoon Variation (June-Sept) -2024 India Ashwini Bansod
27-Sep-2024 PATH India Anshul Bhargava
26-Sep-2024 PATH India Anshul Bhargava
26-Sep-2024 Accenture 4QFY24 - Strong bookings and hiring signal improving demand visibility India Karan Uppal
25-Sep-2024 PATH India Anshul Bhargava
25-Sep-2024 Colgate Palmolive (CLGT IN) Company Update: Strong volume growth trend to continue in 2QFY25 | Upgrade to NEUTRAL with REvised TP of RS. 3,200/ India Binay Shukla
24-Sep-2024 PATH India Anshul Bhargava
24-Sep-2024 Strategy – Nifty Weight Analysis: Expect upside in Financials; remain overweight in cyclicals India Anjali Verma
23-Sep-2024 PATH India Anshul Bhargava
20-Sep-2024 PATH India Anshul Bhargava
19-Sep-2024 PATH India Anshul Bhargava
18-Sep-2024 PATH India Anshul Bhargava
18-Sep-2024 PC-WIT (17 Sep): HFIs Holding steady; Fed rate cut of 25bps factored in India Anjali Verma
17-Sep-2024 PATH India Anshul Bhargava
17-Sep-2024 Bajaj Housing Finance (BAJAJHFL IN): I have not even begun to fight (Initiating | BUY | CMP Rs 165 | TP Rs 210) India Shubhranshu Mishra
16-Sep-2024 PATH India Anshul Bhargava
13-Sep-2024 PATH India Anshul Bhargava
12-Sep-2024 PATH India Anshul Bhargava
12-Sep-2024 CPI, IIP : Inflation largely stable; IIP growth sturdy India Anjali Verma
12-Sep-2024 PC MF Tracker (Aug) - Net flows remain strong; buying in Discretionary, IT India Anjali Verma
11-Sep-2024 PATH India Anshul Bhargava
11-Sep-2024 Chemicals/Pharma EXIM trends August 2024 - BUY - ARTO, ATLP India Surya Patra
11-Sep-2024 PC-WIT (10 Sep): Steady to weak HFIs, festive season should bring back exuberance India Anjali Verma
10-Sep-2024 PATH India Anshul Bhargava
10-Sep-2024 Sun Pharma - Best defensive and structural investment bet in Indian pharma; Upgrade to BUY with TP Rs 2050 India Surya Patra
09-Sep-2024 PATH India Anshul Bhargava
09-Sep-2024 India IT Services - Industry growth is recovering, but can margins keep up? India Karan Uppal
06-Sep-2024 PATH India Anshul Bhargava
05-Sep-2024 Reliance Retail (Not rated): FY24 annual report analysis India Ankit Kedia
04-Sep-2024 PATH India Anshul Bhargava
03-Sep-2024 PCI Index (Monthly): Robust macros and rally in equities drive index to record peak India Anjali Verma
03-Sep-2024 PATH India Anshul Bhargava
02-Sep-2024 Strategy (Monthly): Nifty touch new highs; both DIIs and FPIs remained net buyers India Anjali Verma
02-Sep-2024 PATH India Anshul Bhargava
02-Sep-2024 GUJGA Company Update -Sep 2024- Amalgamation, Synergy, Efficiency India Nitin Tiwari
02-Sep-2024 Strategy (Monthly): Nifty touch new highs; both DIIs and FPIs remained net buyers India Anjali Verma
01-Sep-2024 Kharif Planting Progress as of Aug 27 and SW Monsoon Variation (June-Aug) India Ashwini Bansod
31-Aug-2024 Monthly Technical - The 20:80 Report - AUGUST 2024 India Subodh Gupta
30-Aug-2024 PATH India Anshul Bhargava
30-Aug-2024 Q1FY25 GDP : Growth resilient; manufacturing, investment and consumption shine India Anjali Verma
29-Aug-2024 PATH India Anshul Bhargava
28-Aug-2024 HCL Technologies Analyst Meet KTAs – Improving Demand Outlook ; Maintain BUY India Karan Uppal
28-Aug-2024 PC-WIT (27 Aug): HFI indicate robustness in macros India Anjali Verma
28-Aug-2024 L&T Technology Services - LTTS 3.0 - Bold Vision; Execution is Key; Maintain Neutral India Karan Uppal
28-Aug-2024 PATH India Anshul Bhargava
28-Aug-2024 SW Monsoon 2024 Update- Aug 28 India Ashwini Bansod
27-Aug-2024 SW Monsoon 2024 Update - Aug 27 India Ashwini Bansod
27-Aug-2024 PATH India Anshul Bhargava
26-Aug-2024 MOIL Analyst Meet Update: Promising an impressive volume growth story (Not Rated) India Vikash Singh
26-Aug-2024 PATH India Anshul Bhargava
26-Aug-2024 Agri. Technical Trades Reports, 26 Aug. 2024 India Rajeev Darji
26-Aug-2024 Metals -Energy Technical Trades Reports, 26 Aug. 2024 India Rajeev Darji
23-Aug-2024 PATH India Anshul Bhargava
23-Aug-2024 PhillipCapital: Daily Weather Update: SW Monsoon 2024 for Aug 23-2024 India Ashwini Bansod
22-Aug-2024 PATH India Anshul Bhargava
21-Aug-2024 PATH India Anshul Bhargava
21-Aug-2024 PC-WIT (20 Aug): Stable macros; focus on Powell’s Jackson Hole speech India Anjali Verma
21-Aug-2024 Retail: Q1FY25 result review India Ankit Kedia
21-Aug-2024 PhillipCapital: Daily Weather Update: SW Monsoon 2024 for Aug 21-2024 India Ashwini Bansod
20-Aug-2024 PATH India Anshul Bhargava
20-Aug-2024 Allcargo Logistics 1QFY25 Update - Upgrade to BUY India Vikram Suryavanshi
20-Aug-2024 Daily Weather Update: SW Monsoon 2024 for Aug 20-2024 India Ashwini Bansod
19-Aug-2024 PATH India Anshul Bhargava
19-Aug-2024 KDDL 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
16-Aug-2024 Pennar Industries 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
16-Aug-2024 PATH India Anshul Bhargava
16-Aug-2024 Agri. Technical Trades Reports, 16 Aug. 2024 India Rajeev Darji
16-Aug-2024 Metals -Energy Technical Trades Reports, 16 Aug. 2024 India Rajeev Darji
16-Aug-2024 Daily Weather Update: SW Monsoon 2023 for Aug 16-2024 India Ashwini Bansod
15-Aug-2024 Endurance Technologies (ENDU IN) : It strives to reduce concentration risk; while valuation is rich - NEUTRAL (Maintained) India Saksham Kaushal
15-Aug-2024 Hero MotoCorp (HMCL IN) : Recovery in entry level volume to provide operating leverage - BUY (Maintained) India Saksham Kaushal
14-Aug-2024 IPCA Laboratories - Weak APIs improved product mix & surprised margins; Maintain SELL with TP Rs 1070: India Surya Patra
14-Aug-2024 Metals Sector Update: SC verdict: Expect marginal impact on profitability; Retro demand if raised will have limited impact on future cash flows India Vikash Singh
14-Aug-2024 Camlin Fine Sciences - Weak Q1; All eyes on Vanila & Blends for a profitable growth; Maintain Neutral with TP Rs 110 India Surya Patra
14-Aug-2024 Q1FY25 Earnings Review: Earnings growth ahead of expectation India Anjali Verma
14-Aug-2024 PC-WIT (13 Aug): HFIs indicate stability India Anjali Verma
14-Aug-2024 PATH India Anshul Bhargava
14-Aug-2024 Daily Weather Update: SW Monsoon 2023 for Aug 14-2024 India Ashwini Bansod
14-Aug-2024 Agri. Technical Trades Reports, 14 Aug. 2024 India Rajeev Darji
14-Aug-2024 Metals -Energy Technical Trades Reports, 14 Aug. 2024 India Rajeev Darji
14-Aug-2024 Ratnamani Metals & Tubes 1QFY25 Result: Lower exports impacted performance; Order book improved (Downgrade to Neutral) India Vikash Singh
13-Aug-2024 PATH India Anshul Bhargava
13-Aug-2024 NMDC Ltd - 1QFY25 Results- Short term headwind; long-term positive outlook intact - Downgrade to Neutral India Vikash Singh
13-Aug-2024 Hindalco Q1FY25: Higher capex intensity limiting near term upside potential (Upgrade to Buy) India Vikash Singh
13-Aug-2024 TBO Tek 1QFY25 - Business mix improving; commentary remains optimistic; Maintain BUY India Karan Uppal
13-Aug-2024 Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 India Shubhranshu Mishra
13-Aug-2024 Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity India Shubhranshu Mishra
13-Aug-2024 Kharif Crops Planting Progress , Water Reservoirs Status, Cumulative monsoonal Rainfall across key commodities India Ashwini Bansod
13-Aug-2024 Textile Sector Update - Development of Bt Cotton under high yielding seed policy India Vikram Suryavanshi
12-Aug-2024 PATH India Anshul Bhargava
12-Aug-2024 The India Cements Ltd (ICEM IN) - Maintain Neutral (PO Rs390) India Vaibhav Agarwal
12-Aug-2024 Star Cement (STRCEM IN) - Maintain BUY (PO Rs300 India Vaibhav Agarwal
12-Aug-2024 CPI, IIP : Inflation dip led by favourable base; IIP growth slowed India Anjali Verma
12-Aug-2024 APL Apollo Tubes Q1FY25: In-line performance; Expect to benefit from favorable capex outlook (Maintain Buy) India Vikash Singh
12-Aug-2024 RateGain Travel Tech 1QFY25 - Decent Results; FY25 Guidance maintained; Optimistic Commentary; Maintain BUY India Karan Uppal
12-Aug-2024 Nalco Q1FY25 Result: Lower alumina sales impacted EBITDA; Positive outlook intact (Upgrade to Buy) India Vikash Singh
12-Aug-2024 Aarti Industries (ARTO IN) - Confident about sustained volume growth; Maintain BUY with pre-fixed TP of Rs 900 India Surya Patra
12-Aug-2024 Aurobindo Pharma - In line performance; Downgrade to NEUTRAL with raised TP of Rs 1600 India Surya Patra
11-Aug-2024 Gateway Distriparks 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
11-Aug-2024 Coromandel International Q1FY25 - Aug 2024 India Harmish Desai
11-Aug-2024 Jubilant Foodworks: Free delivery to impact margins in near term India Ankit Kedia
11-Aug-2024 Trent: (Downgrade to Neutral) - Core business strengthens but Zara buyback impacts valuations India Ankit Kedia
11-Aug-2024 Balkrishna Industries Ltd (BIL IN) : Near term challenges to be an overhang - NEUTRAL (Maintained) India Saksham Kaushal
11-Aug-2024 Zydus Lifesciences Ltd - Limited period opportunities surprised Q1 earnings; Maintain SELL with TP Rs 1070 India Surya Patra
11-Aug-2024 SAIL Q1FY25: Near term headwinds largely factored in; valuations at attractive levels (Maintain Buy) India Vikash Singh
10-Aug-2024 Gujarat State Petronet Ltd-Implementation of revised tariff impacts earnings -Q1FY25 India Nitin Tiwari
10-Aug-2024 Bajaj Consumer Care (BAJAJCON IN) 1QFY25 Result Update: In-line estimates; Soft start of the year; Distribution revamping underway ; Maintain BUY with Revised TP of Rs. 325 India Binay Shukla
10-Aug-2024 Biocon - Disappointing performance; New launches key monitorable; Maintain NEUTRAL with TP Rs 330 India Surya Patra
10-Aug-2024 Concor 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
09-Aug-2024 PATH India Anshul Bhargava
09-Aug-2024 TBO Tek FY24 ARA: Management focused on increasing platform’s depth; Maintain BUY India Karan Uppal
08-Aug-2024 PATH India Anshul Bhargava
08-Aug-2024 Apollo Tyres (APTY IN) : RM cost pressure to persist, while price hikes to be gradual - NEUTRAL (Maintained) India Saksham Kaushal
08-Aug-2024 PI Industries Q1FY25 - Aug 2024 India Harmish Desai
08-Aug-2024 Bata India: The wait for a turnaround continues India Ankit Kedia
08-Aug-2024 Eicher Motors (EIM IN) : Growth challenges continue on stagnating domestic demand - NEUTRAL (Maintained) India Saksham Kaushal
08-Aug-2024 Page Industries: Primary sales growth should continue to lag in near-term India Ankit Kedia
08-Aug-2024 Monetary Policy: No dilution in inflation focused approach post global volatility India Anjali Verma
08-Aug-2024 Gujarat Gas Ltd-Sales volume recovers, but likely to falter; SELL -Q1FY25 India Nitin Tiwari
08-Aug-2024 Welspun Corp Q1FY25: Valuations factoring in majority of positives (Downgrade to Neutral) India Vikash Singh
08-Aug-2024 Lupin - Strong all-round performance; Upgrade to NEUTRAL with TP Rs 1750 India Surya Patra
07-Aug-2024 PATH India Anshul Bhargava
07-Aug-2024 UK and France - Changing Politics: India to remain a preferred partner India Anjali Verma
07-Aug-2024 PC-WIT (06 Aug): Macros holding up; RBI to maintain status quo India Anjali Verma
07-Aug-2024 Shree Cement (SRCM IN) - Maintain Neutral (PO Rs27,500) India Vaibhav Agarwal
07-Aug-2024 Chambal Fertilisers Q1FY25 - Aug 2024 India Harmish Desai
07-Aug-2024 ABFRL: Inventory management initiatives reflect positively on margins India Ankit Kedia
07-Aug-2024 Godrej Consumer Products (GCPL IN) 1QFY25 Result Update: Some good, some bad; Narrative still intact; Increasing TAM (entered into Pet care category) ; Maintain BUY with Revised TP of Rs. 1,650/ India Binay Shukla
06-Aug-2024 PATH India Anshul Bhargava
06-Aug-2024 Mangalam Cement (MGC IN) - Maintain Neutral - PO Rs900 India Vikash Singh
06-Aug-2024 TVS Motor (TVSL IN) : Margins continue to impress, but valuations are factoring it in - NEUTRAL (Maintained) India Saksham Kaushal
06-Aug-2024 Vedanta Q1FY25: Better volumes and cost rationalization to drive earnings (Maintain BUY) India Vikash Singh
06-Aug-2024 VRL Logistics 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
06-Aug-2024 Power Finance Corporation (POWF IN) - Maintain growth guidance of ~14% India Manish Agarwalla
06-Aug-2024 V-Mart Retail: Strong LFL performance paves way for margin expansion India Ankit Kedia
05-Aug-2024 PATH India Anshul Bhargava
05-Aug-2024 PATH India Anshul Bhargava
05-Aug-2024 Marico Ltd (MRCO IN) 1QFY25 Result Update: Focus remains on DD (Diversification & Distribution) led DD (double-digit) revenue growth in FY25 ; Maintain BUY with revised TP of Rs. 740/ India Binay Shukla
05-Aug-2024 LIC Housing Finance (LICHF IN): NIMs to compress, coupled with tepid growth in FY25 India Shubhranshu Mishra
05-Aug-2024 Devyani International: Yet to see a meaningful change in sentiments India Ankit Kedia
05-Aug-2024 Ambuja Cements (ACEM IN) - Maintain Buy (PO Rs775 India Vaibhav Agarwal
05-Aug-2024 ACC Ltd (ACC IN): Maintain Buy (PO Rs3,400) India Vaibhav Agarwal
05-Aug-2024 Sanghi Industries (SNGI IN) - Maintain Buy (PO Rs140) India Vaibhav Agarwal
05-Aug-2024 HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral (PO Rs200 India Vaibhav Agarwal
05-Aug-2024 JK Lakshmi Cement (JKLC IN) - Maintain Buy (PO Rs1,000) India Vaibhav Agarwal
05-Aug-2024 Britannia Industries (BRIT IN) 1QFY25 Result Update: Expensive valuation; long term story remains intact ; Maintain BUY with Revised TP of Rs. 6,350/- India Binay Shukla
04-Aug-2024 Prataap Snacks Ltd (DIAMOND IN) - NOT RATED | 1QFY25 Result Update - RM headwinds dragged operating profitability India Binay Shukla
04-Aug-2024 Dhanuka Agritech Q1FY25 - Aug 2024 India Harmish Desai
04-Aug-2024 UPL Q1FY25 - Aug 2024 India Harmish Desai
04-Aug-2024 State Bank of India (SBIN IN) - Below expectations India Manish Agarwalla
04-Aug-2024 Divis Laboratories - Custom synthesis remained strong but its lumpy; Maintain Neutral with TP Rs 4500 India Surya Patra
04-Aug-2024 Titan: Management holds on to its FY25 guidance India Ankit Kedia
03-Aug-2024 Hindustan Zinc 1QFY25 - In-line performance; Valuations rallied beyond fundamentals (Downgrade to SELL India Vikash Singh
03-Aug-2024 Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 India Shubhranshu Mishra
02-Aug-2024 PATH India Anshul Bhargava
02-Aug-2024 PCI Index (Monthly): Bounced back to yet another peak India Anjali Verma
02-Aug-2024 Adani Ports & SEZ 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
01-Aug-2024 PATH India Anshul Bhargava
01-Aug-2024 WIT (31 July): Domestic activity sturdy India Anjali Verma
01-Aug-2024 Strategy (Monthly): Nifty at new all-time high; Indian foreign flows strong amongst EMs India Anjali Verma
01-Aug-2024 Coal India Q1FY25: Lower employee cost and Stripping credit boosted EBITDA (Maintain BUY) India Vikash Singh
01-Aug-2024 Emami (HMN IN) 1QFY25 Result Update: Healthy quarter performance; Initiatives are underway for stress portfolio (Kesh King) ; Maintain NEUTRAL rating with TP of Rs. 725 India Binay Shukla
01-Aug-2024 Tata Steel Q1FY25: Potential mining levy and further cash support to Europe is a concern (Downgrade to Neutral) India Surya Patra
01-Aug-2024 Deepak Fertiliser Q1FY25 - Aug 2024 India Harmish Desai
01-Aug-2024 Escorts Kubota Ltd (ESC IN) : Slower Kubota integration to see revised medium term plan - NEUTRAL (Maintained) India Saksham Kaushal
01-Aug-2024 Tata Motors (TTMT IN) : Sticks to key JLR guidance despite some near-term headwinds - BUY (Maintained) India Saksham Kaushal
01-Aug-2024 Sun Pharma - Margin surprised on back of lower R&D and strong India Biz; Maintain Neutral with TP Rs 1600 India Surya Patra
01-Aug-2024 ITC Ltd (ITC IN) 1QFY25 Result Update: Higher base and severe summer season impacted Cigarette and Other FMCG business (75% of Gross Sales) | Maintain BUY rating with Revised TP of Rs. 550/ India Binay Shukla
01-Aug-2024 Dabur India (DABUR IN) 1QFY25 Result Update: Decent quarter | Maintain NEUTRAL rating with Revised TP of Rs. 650/- India Binay Shukla
31-Jul-2024 Monthly Technical - The 20:80 Report - JULY 2024 India Subodh Gupta
31-Jul-2024 Fiscal deficit- Deficit controlled at 8% of BE; core growth eased India Anjali Verma
31-Jul-2024 Aegis Logistics 1QFY25 Update - Below Estimates; Maintain SELL India Vikram Suryavanshi
31-Jul-2024 Bank of Baroda (BOB IN) - Weak business growth India Manish Agarwalla
31-Jul-2024 GAIL (India) Ltd- NG transmission & trading segment drive earnings growth-Q1FY25 India Nitin Tiwari
31-Jul-2024 Mahindra & Mahindra (MM IN) : Farm segment reviving, while UVs continue to do well - BUY (Maintained) India Saksham Kaushal
31-Jul-2024 Maruti Suzuki (MSIL IN) : Favourable mix continues to improve ASP and margins - BUY (Maintained) India Saksham Kaushal
31-Jul-2024 Jindal Stainless Q1FY25: Margins on recovery path; Positive outlook intact (Maintain Buy) India Vikash Singh
30-Jul-2024 GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JULY 2024) India Subodh Gupta
30-Jul-2024 Jindal SAW 1QFY24 - Strong performance continues; Guiding all-time best performance (Maintain Buy) India Vikash Singh
30-Jul-2024 Maharashtra Seamless 1QFY25: Poor performance due to one off; volume growth delayed (Maintain BUY) India Vikash Singh
30-Jul-2024 TCI Limited 1QFY25 Update - Maintain BUY India Vikram Suryavanshi
30-Jul-2024 Tata Consumer Products Ltd (TATACONS IN) 1QFY25 Result Update: Mixed bag performance | Maintain BUY rating with Revised TP of Rs. 1,320/ India Binay Shukla
30-Jul-2024 IndiaMART InterMESH 1QFY25 - Inline growth; Margins beat; elevated customer churn persists; Maintain BUY India Karan Uppal
30-Jul-2024 Sapphire Foods India: Pizza Hut and Sri Lanka business start to show positive signs India Ankit Kedia
30-Jul-2024 Avenue Supermarts: FY24 AR analysis, key takeaways from investor call India Ankit Kedia
30-Jul-2024 Cholamandalam Investment and Finance Company (CIFC IN): Guidance maintained for FY25 India Shubhranshu Mishra
29-Jul-2024 Colgate Palmolive (CLGT IN) 1QFY25 Result Update: Robust volume growth; Strong quarter but Misplaced Valuation | Maintain SELL rating with Revised TP of RS. 2,550/- India Binay Shukla
29-Jul-2024 Indian Bank (INBK IN) - Earnings beat across parameter India Manish Agarwalla
28-Jul-2024 Shriram Finance (SHFL IN): Strong quarter, FY25 guidance maintained India Shubhranshu Mishra
28-Jul-2024 Dr Reddys Laboratories - Beat on all fronts; All strategic growth drivers in place; Re-iterate BUY with raised TP of Rs 7300 India Surya Patra
28-Jul-2024 Ashok Leyland (AL IN) : CV cycle set to begin again, with many structural tailwinds - BUY (Maintained) India Saksham Kaushal
28-Jul-2024 Praj Industries 1QFY25 Update - Building sustainable business drivers Maintain BUY India Vikram Suryavanshi
27-Jul-2024 Cipla (CIPLA IN) - In line results; +ve surprise in Revlimid was the key India Surya Patra
27-Jul-2024 REC Ltd (RECL IN) - Healthy sanctions provides growth visibility India Manish Agarwalla
27-Jul-2024 Mahanagar Gas Ltd- Growth in CNG sales and lower gas cost drive a beat-Q1FY25 update India Nitin Tiwari
27-Jul-2024 Indusind Bank (IIB IN) - In line core performance India Manish Agarwalla
27-Jul-2024 Equitas SFB (EQUITASB IN) - Rise in provision coverage dent profitability India Manish Agarwalla
27-Jul-2024 Bandhan Bank (BANDHAN IN EQUTY) - Risk weight adjustment impacts Tier 1 India Manish Agarwalla
27-Jul-2024 Indraprastha Gas Limited- Earnings beats estimate on efficient gas sourcing; BUY-Q1FY25 Update India Nitin Tiwari
27-Jul-2024 ICICI Bank (ICICIBC IN) - Stable Core performance India Manish Agarwalla
25-Jul-2024 Jyothy Laboratories (JYL IN) 1QFY25 ( NOT RATED) Result Update: Blockbuster performance; Good start of the year India Binay Shukla
25-Jul-2024 Cyient 1QFY25 - Dismal performance across topline and bottomline; Aggressive Guidance ; Maintain Neutral India Karan Uppal
25-Jul-2024 Tech Mahindra 1QFY25 - Inline performance; early signs of revival ; Maintain Neutral India Karan Uppal
25-Jul-2024 Westlife Foodworld Ltd: Expect volume growth to pick up in H2FY2 India Ankit Kedia
25-Jul-2024 Nestle India (NEST IN) 1QFY25 Result update: Near term headwinds, Long term story remains intact; Maintain BUY rating with revised TP of Rs. 2,770/ India Binay Shukla
25-Jul-2024 VST Industries Limited (VST IN) 1QFY25 (NOT RATED) - Result Update | Raw material headwinds continue to persists in near term India Binay Shukla
25-Jul-2024 SRF Ltd - Continued weak agro-demand raises concern over FY25 margins: NEUTRAL with lowered TP of Rs 2450 India Surya Patra
25-Jul-2024 DCB Bank (DCBB IN) - Margin disappoints India Manish Agarwalla
25-Jul-2024 Axis Bank (AXSB IN) - Surge in credit cost India Manish Agarwalla
25-Jul-2024 JSPL Q1FY25 Result: New capacity addition delayed but RM integration improving (Maintain Buy) India Vikash Singh
25-Jul-2024 Petronet LNG Ltd-Earnings buoyed by strong LNG import during the quarter-Q1FY25 update India Nitin Tiwari
24-Jul-2024 WIT (23 July): Macros displayed resilience India Anjali Verma
24-Jul-2024 Sona BLW PF Ltd (SONACOMS IN) : To continue its growth trajectory despite global EV slowdown - BUY (Maintained) India Saksham Kaushal
24-Jul-2024 KPIT Technologies 1QFY25 - Strong performance continues; new growth frontiers emerging; Maintain BUY India Karan Uppal
23-Jul-2024 Mahindra Logistics 1QFY24 Update - Focus on cost optimization I Maintain BUY I India Vikram Suryavanshi
23-Jul-2024 Union Budget 2024-25: Primary focus on fiscal consolidation India Anjali Verma
23-Jul-2024 Coforge 1QFY25 - Inline results; Decent Orderbook; Optimistic Outlook; Maintain BUY India Karan Uppal
23-Jul-2024 Bajaj Finance (BAF IN): Credit cost to normalise 3Q onwards India Shubhranshu Mishra
23-Jul-2024 Mahindra & Mahindra Financial Services (MMFS IN): Miss due to higher than expected credit cost India Shubhranshu Mishra
23-Jul-2024 Hindustan Unilever Ltd (HUVR IN) 1QFY25 Result Update: Impressive quarter; Thrust on Premiumization | Maintain NEUTRAL rating with Revise TP of Rs. 3,000/ India Binay Shukla
22-Jul-2024 JK Cement Ltd (JKCE IN) - Mainytain Buy - PO Rs5,700 India Vaibhav Agarwal
22-Jul-2024 Patanjali Foods Ltd (PATANJAL IN) 1QFY25 ( NOT RATED) | Result Update - Mixed bag performance India Binay Shukla
21-Jul-2024 Nippon Life Asset Management (NAM IN) - Flows remains strong, but yield declines India Manish Agarwalla
21-Jul-2024 Indian Hotels Company Ltd: Structural trend remains intact India Ankit Kedia
21-Jul-2024 Ceat Ltd (CEAT IN) : Margin pressure to continue on higher RM costs - NEUTRAL (Maintained) India Saksham Kaushal
21-Jul-2024 Rallis India Q1FY25 - July 2024 India Harmish Desai
21-Jul-2024 Atul Ltd - Recovery in ‘Performance chemicals’ strengthens outlook; BUY with raised TP Rs 8000 India Surya Patra
21-Jul-2024 HDFC Bank (HDFCB IN) - Focus on balance sheet management India Manish Agarwalla
20-Jul-2024 JSW Steel Q1FY25: Reasonable performance in difficult quarter; volume growth story intact (Maintain Buy) India Karan Uppal
20-Jul-2024 Shoppers Stop: Expect gradual improvement in productivity over FY25 India Ankit Kedia
20-Jul-2024 Kotak Mahindra Bank (KMB IN) - NIM under pressure India Manish Agarwalla
19-Jul-2024 Dalmia Bharat (DALBHARA IN) - Maintain Neutral (PO Rs2,050) India Vaibhav Agarwal
19-Jul-2024 UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs12,500 India Vaibhav Agarwal
19-Jul-2024 Persistent Systems 1QFY25 - Robust Growth; Soft Margins; Optimistic Outlook; Maintain BUY India Karan Uppal
19-Jul-2024 Wipro 1QFY25 - Muted results and guidance; Portfolio volatility persists; Maintain Neutral India Karan Uppal
19-Jul-2024 L&T Technology Services 1QFY25 - Mixed results; growth guidance aggressive; Maintain Neutral India Karan Uppal
18-Jul-2024 WIT (16 July): HFI holding up; All eyes on union budget India Anjali Verma
18-Jul-2024 Infosys 1QFY25 - Robust results; early signs of growth revival led by BFSI; Maintain BUY - India Karan Uppal
17-Jul-2024 LTIMindtree 1QFY25 - Decent results; early signs of demand revival; Maintain BUY India Karan Uppal
17-Jul-2024 Asian Paints (APNT IN) : 1QFY25 Result Update - A Weak Quarter; A Challenging year ahead | Maintain NEUTRAL Rating with Revised TP of Rs. 2,750 India Binay Shukla
17-Jul-2024 Bajaj Auto (BJAUT IN) : New platforms to expand addressable market - BUY (Maintained) India Saksham Kaushal
15-Jul-2024 HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong India Manish Agarwalla
15-Jul-2024 Coal India Ltd (COAL IN): Growth story to continue for longer (Initiating | BUY | TP Rs 611) India Vikash Singh
14-Jul-2024 Avenue Supermarts: Heading in the right direction India Ankit Kedia
14-Jul-2024 IREDA Ltd (IREDA IN) - Accelerated growth continues India Manish Agarwalla
13-Jul-2024 HCL Tech 1QFY25 - Inline results; growth bounce back from next quarter encouraging; Maintain BUY India Karan Uppal
12-Jul-2024 CPI, IIP : Inflation jumps higher; IIP growth robust India Anjali Verma
12-Jul-2024 Model Portfolio - Deploy cash in large caps India Anjali Verma
11-Jul-2024 Chemicals/Pharma EXIM trends Q1FY25; Positives - ARTO, VO, ATLP, DRRD; Negative - SRF, DRRD, IPCA India Surya Patra
11-Jul-2024 ISG Q2CY24 - Decent Managed Services ACV led by Americas and APAC India Karan Uppal
11-Jul-2024 TCS 1QFY25 - Positive start to FY25 with broad based growth; Optimistic commentary; Maintain BUY India Karan Uppal
10-Jul-2024 WIT (09 July): Economy holding steady India Anjali Verma
09-Jul-2024 Auto Sector : Hybrids – A “must” have arrow in the quiver India Saksham Kaushal
08-Jul-2024 Q1FY25 Earnings Preview: Bottom-line expansion to continue India Anjali Verma
08-Jul-2024 Metals 1QFY25 Results Preview - Non-Ferrous to outshine ferrous India Vikash Singh
07-Jul-2024 Financials : Moderate earnings, credit cost bottomed out India Manish Agarwalla
05-Jul-2024 IT Services Preview 1QFY25 - Steady start to FY25; growth recovery visible in select name India Karan Uppal
05-Jul-2024 Strategy: Actual changes in SEBI Classification in Jul 24 India Anjali Verma
03-Jul-2024 PC-WIT (02 July): Indian macros faring well India Anjali Verma
03-Jul-2024 Indian Hotels Company Ltd (IH IN): ‘Checking-in’ to the up-cycle (Initiating Coverage: BUY; TP Rs 704) India Ankit Kedia
03-Jul-2024 IT Services Preview 1QFY25 - Steady start to FY25; growth recovery visible in select names India Karan Uppal
02-Jul-2024 Strategy (Monthly): Nifty at new all-time high; foreign flows majorly came to India/Taiwan India Anjali Verma
02-Jul-2024 PCI Index (Monthly): Marginal dip from the record highs India Anjali Verma
01-Jul-2024 Specialty Chemicals - Q1FY25 Preview: A mixed bag performance; Top results picks: Positive – ARTO, VO & ATLP; Negative – SR India Surya Patra
01-Jul-2024 Pharmaceuticals - Q1FY25 Preview: Specialty products boost earnings momentum; Top result picks: Positive - ARBP, ZYDUSLIF, DIVIS and Negative - IPCA: India Surya Patra
30-Jun-2024 Monthly Technical - The 20:80 Report - JUNE 2024 India Subodh Gupta
28-Jun-2024 Dr Reddys Laboratories - Strategic acquisition of OTC brands boost earnings; BUY with raised TP of Rs 6900 India Surya Patra
27-Jun-2024 GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JUNE 2024) India Subodh Gupta
24-Jun-2024 Trent: FY24 Annual report Analysis India Ankit Kedia
24-Jun-2024 TBO Tek: Initiating Coverage - Structural play on global outbound travel; network effect to drive growth - BUY India Karan Uppal
21-Jun-2024 Tata Motors (TTMT IN) : Recommits to EBIT margin of 10% in FY26; 15% for long term - BUY (Maintained) India Saksham Kaushal
21-Jun-2024 Accenture 3QFY24 - Inline results; Strong bookings; Optimistic commentar India Karan Uppal
19-Jun-2024 PC-WIT (18 June): HFI display robustness India Anjali Verma
17-Jun-2024 Mahindra & Mahindra (MM IN) : Huge potential for the farm segment, while born EVs on track - BUY (Maintained) India Saksham Kaushal
16-Jun-2024 Vedanta Ltd Update: Impressive asset quality; cash flows to remain strong (Maintain Buy) India Vikash Singh
14-Jun-2024 Strategy: Corporate Cost Structure: Consistent expansion in margins (ex-financials) India Anjali Verma
13-Jun-2024 PC-WIT (11 June): HFI indicate stability; focus on Fed future guidance India Anjali Verma
12-Jun-2024 CPI, IIP : Inflation toned-down; IIP growth buoyant India Anjali Verma
11-Jun-2024 MF Tracker (May) - Record high net flows; buying in Industrials, Autos India Anjali Verma
11-Jun-2024 Tata Motors (TTMT IN) : CV and PV profitability are yet to peak - BUY (Maintained India Saksham Kaushal
11-Jun-2024 Chemicals/Pharma EXIM trends - May 2024: Top Picks - ARTO, VO, ATLP, ARBP and DRRD India Surya Patra
10-Jun-2024 Technicals: FMCG SECTOR - RISE OF THE DEFENSIVE India Subodh Gupta
10-Jun-2024 Modi 3.0: Continuity and balance India Anjali Verma
10-Jun-2024 Ceat Ltd (CEAT IN) : Targets to improve margin profile but cost pressures ahead - NEUTRAL (Maintained) India Saksham Kaushal
10-Jun-2024 Retail: Q4FY24 and FY24 result review India Ankit Kedia
09-Jun-2024 Vedanta Ltd Update: Impressive asset quality; cash flows to remain strong (Maintain Buy) India Vikash Singh
09-Jun-2024 Havells India Ltd (HAVL IN): Capex to spur growth (Annual Report Analysis) - Not Rated India Manish Agarwalla
04-Jun-2024 PCI Index (Monthly): PCI Index soars as equities rally India Anjali Verma
04-Jun-2024 2024 Elections: Lack of BJP majority warrants vigilance in equities India Anjali Verma
01-Jun-2024 Titan Company: Key takeaways from FY24 analyst meet India Ankit Kedia
01-Jun-2024 Bata India: Ready to capitalize on demand India Ankit Kedia
01-Jun-2024 Gateway Distriparks 4QFY24 Update - Volume impact in rail business I Maintain BUY I India Vikram Suryavanshi
01-Jun-2024 Fiscal deficit: Lower than targeted in RE; capex fully utilised India Anjali Verma
01-Jun-2024 Praj Industries 4QFY24 Update - Building sustainable business drivers I Maintain BUY I India Vikram Suryavanshi
31-May-2024 Welspun Corp 4QFY24 Results: Weaker US performance led to EBITDA miss; guiding stable EBITDA (Maintain Buy) India Vikash Singh
31-May-2024 India GDP : Positive surprise; Investment and manufacturing shines India Anjali Verma
31-May-2024 HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs200 India Vaibhav Agarwal
31-May-2024 Q4FY24 Earnings Review: Strong growth persisting India Anjali Verma
30-May-2024 Tata Steel Q4FY24: India business to drive earnings; Europe on recovery path (Maintain Buy) India Vikash Singh
30-May-2024 Deepak Fertiliser Q4FY24 - May 2024 India Harmish Desai
30-May-2024 IPCA Laboratories - Re-entry to US and Unichem acquisition are hyped; Maintain SELL India Surya Patra
30-May-2024 Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity India Shubhranshu Mishra
29-May-2024 NMDC Q4FY24: Short term headwind but long-term positive outlook intact (Maintain Buy) India Vikash Singh
29-May-2024 Emami (HMN IN) 4QFY24 Result Update: Positive outlook; Tactical BUY (Seasonality risk still persists) | Maintain NEUTRAL with Revised TP of Rs. 590/ India Binay Shukla
29-May-2024 ABFRL: Focused on improving profitability across segments India Ankit Kedia
28-May-2024 India Elections: Base-case scenario - BJP returning, equities rising India Anjali Verma
28-May-2024 JK Lakshmi Cement (JKLC IN) - Maintain Buy - PO Rs1,200: India Vaibhav Agarwal
28-May-2024 National Aluminium Q4FY24: Better LME and cost rationalization to drive earnings (Maintain Neutral) India Vikash Singh
28-May-2024 Indo Count 4QFY24 Update - Creating leadership position I Maintain BUY I India Vikram Suryavanshi
27-May-2024 PNC Infratech 4QFY24 Update - Incremental order inflows to support growth I Maintain BUY I India Vikram Suryavanshi
27-May-2024 Allcargo Logistics 4QFY24 Update - Short term headwinds I Maintain Neutral I India Vikram Suryavanshi
27-May-2024 Aurobindo Pharma - Biologic CDMO pact with Merck soon – A Re-rater: BUY with raised TP of Rs 1430 India Surya Patra
26-May-2024 Ashok Leyland (AL IN) : Guidance held: mid-teen EBITDA %, 35% MHCV market share - BUY (Maintained) India Saksham Kaushal
26-May-2024 Aegis Logistics 4QFY24 Update - Capex to drive growth I Downgrade to SELL India Vikram Suryavanshi
26-May-2024 DIVIS Lab - Strong Custom synthesis sales surprised earnings but its Lumpy; maintain NEUTRAL with TP Rs 3750 India Surya Patra
26-May-2024 Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 India Shubhranshu Mishra
25-May-2024 ITC Ltd (ITC IN) 4QFY24 Result Update | Cigarette: Impressive volume growth; Inflation dragged EBIT margin | Maintain BUY with Revised TP of Rs. 490/ India Binay Shukla
24-May-2024 Hindalco Q4FY24: Positives priced in; near term capex intensity to be on higher side (Downgrade to Neutral) India Vikash Singh
23-May-2024 Petronet LNG Ltd- Stands to benefit from healthy LNG import outlook -Q4FY24 update India Nitin Tiwari
23-May-2024 Pennar Industries 4QFY24 Update - Riding on capex cycle I Maintain BUY I India Vikram Suryavanshi
23-May-2024 Page Industries - Recovery of topline growth to take longer than expected India Ankit Kedia
23-May-2024 PI Industries Q4FY24 - May 2024 India Harmish Desai
23-May-2024 Star Cement - Maintain Buy - PO Rs300 India Vaibhav Agarwal
23-May-2024 Sun Pharma - FY25 to be an investment phase with margin pressure, Maintain NEUTRAL with TP Rs 1370 India Surya Patra
23-May-2024 Cipla Ltd - Launch of gLanreotide could boost earnings by 6% in FY26; Reiterate SELL with raised TP Rs 1180 India Surya Patra
22-May-2024 PC-WIT (21 May): Indian macros robust India Anjali Verma
22-May-2024 Maharashtra Seamless 4QFY24 Results: A net cash flow story; volume growth expected in FY26 only (Maintain Buy) India Vikash Singh
22-May-2024 Jubilant Foodworks: Standalone margins to remain under pressure India Ankit Kedia
21-May-2024 Camlin Fine Sciences - In line Q4; External challenges keep near-term outlook clouded; Downgrade to Neutral with TP Rs 110 India Surya Patra
21-May-2024 RateGain Travel Tech 4QFY24 - Decent results; Strong Guidance; Thesis playing out well; Maintain BUY India Karan Uppal
21-May-2024 Steel Authority of India Q4FY24 Results: Good performance; Inventory liquidation to boost sales to all time high (Maintain Buy) India Vikash Singh
21-May-2024 VRL Logistics 4QFY24 - Volume impact and cost pressure in short term I Maintain BUY India Vikram Suryavanshi
21-May-2024 The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs230 India Vaibhav Agarwal
20-May-2024 Zydus Lifesciences - Likely competition in Asacol HD dents base biz earnings; Downgrade to SELL with TP Rs 900 India Surya Patra
20-May-2024 Vinati Organics Ltd - Robust qoq performance; Guides for 20% 3yr growth CAGR; BUY with TP Rs 2000+ India Surya Patra
20-May-2024 Dhanuka Agritech Q4FY24 - May 2024 India Harmish Desai
20-May-2024 Endurance Technologies (ENDU IN) : Valuation is factoring in the positives - NEUTRAL (Maintained) India Saksham Kaushal
20-May-2024 Balkrishna Industries Ltd (BIL IN) : Not out of the woods yet - NEUTRAL (Maintained) India Saksham Kaushal
20-May-2024 Bandhan Bank (BANDHAN IN EQUTY) - Clean up of a messy legacy India Manish Agarwalla
18-May-2024 Concor 4QFY24 Update - Hope on the horizon I Maintain BUY India Vikram Suryavanshi
17-May-2024 BIOCON - Lower R&D spend aided Q4FY24; Pipeline won’t help FY25; Maintain NEUTRAL with TP Rs 290 India Surya Patra
17-May-2024 Ratnamani Metals & Tubes Q4FY24: Maintain positive outlook; order book mix improved (Maintain Buy) India Vikash Singh
17-May-2024 JSW Steel Q4FY24: Set to reap benefits of expansion; Future capex will be self-sustainable (Maintain Buy) India Vikash Singh
16-May-2024 TCI Ltd 4QFY24 Update - Leveraging multimodal capabilities Maintain BUY India Vikram Suryavanshi
16-May-2024 Jindal Stainless Q4FY24: Inventory loss dented performance; Positive outlook intact (Maintain Buy) India Vikash Singh
16-May-2024 Mahindra & Mahindra (MM IN) : ICE launch schedule reassures a continuing strong portfolio - BUY (Maintained) India Saksham Kaushal
16-May-2024 GAIL(india) Ltd- Transmission & Trading volume continue to improve-Q4FY24 update India Nitin Tiwari
16-May-2024 NCC 4QFY24 Update - Strong execution continues Maintain BUY India Vikram Suryavanshi
16-May-2024 Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 India Shubhranshu Mishra
16-May-2024 LIC Housing Finance (LICHF IN) NIMs to compress and elevated credit cost in FY25 India Shubhranshu Mishra
15-May-2024 Power Finance Corporation (POWF IN) - Loan growth guidance at 12-15% India Manish Agarwalla
15-May-2024 V-Mart Retail: Geared up to capitalize on pick-up in rural sentiments India Ankit Kedia
15-May-2024 KDDL 4QFY24 Update - Play on Indian Luxury market Upgrade to BUY India Vikram Suryavanshi
15-May-2024 JK Cement Ltd (JKCE IN): Maintain BUY - PO Rs5,700 India Vaibhav Agarwal
15-May-2024 Apollo Tyres (APTY IN) : RM cost inflation and EPR costs to add to margin pressure - NEUTRAL (Maintained) India Saksham Kaushal
15-May-2024 Shree Cement (SRCM IN) - Maintain Neutral - PO Rs30,000 India Vaibhav Agarwal
15-May-2024 Colgate Palmolive (CLGT IN) 4QFY24 Result Update: Misplaced Valuation | Maintain SELL with TP of Rs. 2,100/ India Binay Shukla
15-May-2024 Earnings Mid-Review: Earnings growth strong and above expectations India Anjali Verma
14-May-2024 Devyani International: Slowdown in consumer demand persists India Ankit Kedia
14-May-2024 Aarti Industries - Best beneficiary of chemical sector reversal; Maintain BUY with raised TP of Rs 900 India Surya Patra
14-May-2024 Jindal Steel & Power Q4FY24: Assets commissioning to start in a phased manner (Maintain Buy) India Vikash Singh
13-May-2024 UPL Q4FY24 - May 2024 India Harmish Desai
13-May-2024 APL Apollo Tubes Q4FY24:Continue to promise above industry growth; Favourable outlook intact (Maintain Buy) India Vikash Singh
13-May-2024 CPI Inflation: Steady at 11-month low; core CPI downtrend continued India Anjali Verma
13-May-2024 MF Tracker (Apr) - Continued strong net flows; buying in Financials, metals India Anjali Verma
13-May-2024 Bank of Baroda (BOB IN) - Strong recovery drives margin India Manish Agarwalla
13-May-2024 Cipla - Pipeline execution remains a key monitorable; Maintain SELL with lower TP Rs 1100 India Surya Patra
12-May-2024 Eicher Motors (EIM IN) : Focus to defend market share could limit margin expansion - NEUTRAL (Maintained) India Saksham Kaushal
12-May-2024 Tata Motors (TTMT IN) : TML India is now net debt free; JLR to follow in FY25 - BUY (Maintained) India Saksham Kaushal
12-May-2024 Sapphire Foods India: Turnaround in Pizza Hut to drive margin expansion India Ankit Kedia
12-May-2024 Gujarat State Petronet Ltd (GUJS IN):-Sharply lower tariffs define the new normal - Q4FY24 update India Nitin Tiwari
11-May-2024 Gopal Snacks Ltd (GOPAL IN) 4QFY24 Result Update (NOT RATED): Soft quarter; Competition is a key monitorable going ahead… India Binay Shukla
11-May-2024 Mahanagar Gas Limited (MAGHL IN): In-line earnings; healthy YoY growth in gas sales - Q4FY24 update India Nitin Tiwari
10-May-2024 Industrial Output: Marginal softness in growth India Anjali Verma
09-May-2024 SRF Ltd - FY24 Spec. chem. profitability improved despite challenges; Re-iterate BUY with TP Rs 2700 India Surya Patra
09-May-2024 Escorts Kubota Ltd (ESC IN) : Subdued tractor demand for FY25 - NEUTRAL (Maintained) India Saksham Kaushal
09-May-2024 State Bank of India (SBIN IN) - Surpassed all expectations India Manish Agarwalla
09-May-2024 Asian Paints (APNT IN) 4QFY24 Result Update - Battle for growth and market share started | Maintain NEUTRAL with Revised TP of Rs, 2,900/ India Binay Shukla
09-May-2024 Bajaj Consumer Care (BAJAJCON IN) 4QFY24 Result Update: Risk-Rewards favorable | Maintain BUY with TP of Rs. 280/ India Binay Shukla
09-May-2024 WIT (07 May): HFIs displayed mixed signals India Anjali Verma
09-May-2024 Gujarat Gas Ltd (GUJGA IN): Market share consolidation in focus - Q4FY24 update India Nitin Tiwari
09-May-2024 Indraprastha Gas Limited (IGL IN): GAs other than NCT expected to be growth drivers- Q4FY24 update India Nitin Tiwari
08-May-2024 Chambal Fertilisers Q4FY24 - May 2024 India Harmish Desai
08-May-2024 Jindal SAW Q4FY24: Positive outlook intact; Debt reduction will drive re-rating (Maintain Buy) India Vikash Singh
08-May-2024 Westlife Foodworld: Long-term prospects outweight short-term challenges India Ankit Kedia
08-May-2024 Hero MotoCorp (HMCL IN) : 2W ICE margins improve further on premiumization play - BUY (Maintained) India Saksham Kaushal
08-May-2024 TVS Motor (TVSL IN) : Decent margins continue, though valuation is rich - NEUTRAL (Maintained) India Saksham Kaushal
08-May-2024 Bharat Forge (BHFC IN) : Defence orders and execution now ramping up - BUY (Maintained) India Saksham Kaushal
07-May-2024 Lupin (LPC IN) - Spiriva as well as pipeline benefits already priced in; Maintain SELL with TP Rs 1370 India Surya Patra
07-May-2024 Dr Reddys Lab (DRRD IN) - Renewed focus on domestic formulations add value; Maintain BUY with TP Rs 6800 India Surya Patra
07-May-2024 Godrej Consumer Products (GCPL IN) : Company Update - Well poised for growth and profitability in FY25 | Maintain BUY with TP of RS. 1,450/ India Binay Shukla
07-May-2024 Indian Bank (INBK IN) - Decent Performance across the parameters India Manish Agarwalla
06-May-2024 Mahindra & Mahindra Financial Services (MMFS IN): Beat despite higher than expected credit cost India Shubhranshu Mishra
06-May-2024 Marico Ltd (MRCO IN) : 4QFY24 Result Update - Moving into right direction | Upgrade to BUY with Revised TP of Rs. 650/ India Binay Shukla
06-May-2024 Britannia Industries (BRIT IN): 4QFY24 Result Update - Clear focus on DD volume growth and market share gains | Maintain BUY rating with Revised TP of Rs. 5,700/ India Binay Shukla
06-May-2024 Mangalam Cement (MGC IN) - Downgrade to Neutral - PO Rs900 India Vaibhav Agarwal
05-May-2024 Ceat Ltd (CEAT IN) : EPR obligations to alter the margin structure - NEUTRAL (Maintained) India Saksham Kaushal
05-May-2024 Titan Company: Margin to remain under pressure in the near term India Ankit Kedia
05-May-2024 Kotak Mahindra Bank (KMB IN) - Strong core-performance India Manish Agarwalla
05-May-2024 Avenue Supermarts: Product mix improvement in H2FY24 builds hope for future ( India Ankit Kedia
05-May-2024 Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs840 India Vaibhav Agarwal
05-May-2024 ACC Ltd (ACC IN) - Maintain Buy - PO Rs3,60 India Vaibhav Agarwal
05-May-2024 Sanghi Industries (SNGI IN) - Maintain BUY - PO Rs155 India Vaibhav Agarwal
03-May-2024 APSEZ 4QFY24 Update - Developing end to end capabilities Maintain BUY India Vikram Suryavanshi
03-May-2024 Strategy (Monthly): Nifty near all-time high; DMs corrected India Anjali Verma
03-May-2024 PCI Index (Monthly): Robust macros and equities aided PCI to a record high India Anjali Verma
03-May-2024 Atul Ltd (ATLP IN) - Ready to ride along the sector reversal; Upgrade to BUY with raised TP Rs 7000 India Surya Patra
02-May-2024 WIT (30 Apr): Domestic HFIs displaying robustness India Anjali Verma
02-May-2024 G7 CEE Meet - Coal phase down by mid-2030s; encourage RE/fusion India Anjali Verma
02-May-2024 Financial Landscape - Satisfactory operating performance so far.. India Manish Agarwalla
02-May-2024 Jindal Stainless Ltd Co Update: Assuring growth beyond FY26 (Maintain Buy) India Vikash Singh
02-May-2024 Dabur India (DABUR IN) 4QFY24: Result Update - Strong operating performance, All eyes on sustainability of rural recovery | Maintain NEUTRAL rating with TP of Rs. 575/ India Binay Shukla
02-May-2024 Cholamandalam Finance (CIFC IN): Strong Guidance for FY2 India Shubhranshu Mishra
02-May-2024 Coforge 4QFY24 - Optimistic FY25 Outlook; Bold acquisition – integration key; Maintain BUY India Karan Uppal
02-May-2024 REC Ltd (RECL IN) - Healthy sanctions provides growth visibility India Manish Agarwalla
01-May-2024 Shoppers Stop: Targets to add 100 stores in FY25 India Ankit Kedia
01-May-2024 Sona BLW PF Ltd (SONACOMS IN) : To benefit from focus on EVs and plug-in hybrids - BUY (Maintained India Saksham Kaushal
30-Apr-2024 GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (APRIL 2024) India Subodh Gupta
30-Apr-2024 Monthly Technical - The 20:80 Report - APRIL 2024 India Subodh Gupta
30-Apr-2024 P&G Hygiene and Healthcare Ltd (PG IN) - ( NOT RATED ): 3QFY24 Result Update - Impressive and surprise revenue and operating performance India Binay Shukla
30-Apr-2024 IndiaMART InterMESH 4QFY24 - In line results; elevated customer churn persists; Maintain BUY India Karan Uppal
30-Apr-2024 UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs12,500 India Vaibhav Agarwal
29-Apr-2024 KPIT Technologies 4QFY24 - Strong performance & TCV; Industry leading growth to continue; Maintain BUY India Karan Uppal
29-Apr-2024 Coromandel International Q4FY24 - April 2024 India Harmish Desai
29-Apr-2024 Trent: Focus on strengthening the balance sheet India Ankit Kedia
28-Apr-2024 ICICI Bank (ICICIBC IN) - Stable Core performance India Manish Agarwalla
28-Apr-2024 Maruti Suzuki (MSIL IN) : Favourable mix to result in higher ASP and margin - BUY (Maintained) India Saksham Kaushal
27-Apr-2024 VST Industries Limited (VST IN) 4QFY24 ( NOT RATED )- Result Update: A decent quarter; Raw material headwinds continue to persists in near term India Binay Shukla
27-Apr-2024 Mphasis 4QFY24 - Decent growth; Miss on Margins; Optimistic Commentary; Maintain Neutral India Karan Uppal
26-Apr-2024 Dalmia Bharat (DALBHARA IN) - Downgrade to Neutral (PO Rs2,050 India Vaibhav Agarwal
26-Apr-2024 Shriram Finance (SHFL IN): FY25 guidance maintained India Shubhranshu Mishra
26-Apr-2024 HCL Technologies 4QFY24 - Inline results; FY25 Guidance weaker than expected ; Maintain BUY India Karan Uppal
26-Apr-2024 Tech Mahindra 4QFY24 - Bold vision for FY27, Execution is key; Upgrade to Neutral India Binay Shukla
26-Apr-2024 Tech Mahindra 4QFY24 - Bold vision for FY27, Execution is key; Upgrade to Neutral India Karan Uppal
26-Apr-2024 Bajaj Finance (BAF IN): Regulatory restrictions remain overhang India Shubhranshu Mishra
25-Apr-2024 Vedanta Q4FY24: Debt overhang gone; strong play on commodities rally (Maintain Buy) India Vikash Singh
25-Apr-2024 Nestle India (NEST IN) 5QCY23: Result Update - Near terms headwinds, Long term story remains intact | Maintain BUY with TP of RS. 2,850/ India Binay Shukla
25-Apr-2024 Indusind Bank (IIB IN) - Marginal miss to our estimate India Manish Agarwalla
25-Apr-2024 Cyient 4QFY24 - Modest results; Portfolio volatility persists; Maintain Neutral India Karan Uppal
25-Apr-2024 L&T Technology Services 4QFY24 - Decent results; Margins outlook disappoints; Maintain Neutral India Karan Uppal
25-Apr-2024 DCB Bank (DCBB IN) - Superior NII performance India Manish Agarwalla
24-Apr-2024 LTIMindtree 4QFY24 - Decent results; Growth recovery in sight ; Maintain BUY India Karan Uppal
24-Apr-2024 Tata Consumer Products Ltd (TATACONS IN) | 4QFY24 Result Update - Setting the stage for Growth and International business | Maintain BUY rating with Revised TP of Rs. (1,225) India Binay Shukla
24-Apr-2024 Axis Bank (AXSB IN) - Beat on core-performance India Manish Agarwalla
24-Apr-2024 Hindustan Unilever Ltd (HUVR IN) 4QFY24 Result Update: A tough and rough road in near term | Maintain NEUTRAL rating with Revised TP of Rs. 2,400/ India Binay Shukla
24-Apr-2024 Equitas SFB (EQUITASB IN) - Performance impacted by one-offs India Manish Agarwalla
24-Apr-2024 WIT (23 Apr): Sustenance in macros India Anjali Verma
23-Apr-2024 Rallis India Q4FY24 - April 2024 India Harmish Desai
23-Apr-2024 Mahindra Logistics 4QFY24 Update - Focus on cost optimization Maintain BUY India Vikram Suryavanshi
22-Apr-2024 IREDA Ltd (IREDA IN) - Accelerated growth continues India Manish Agarwalla
22-Apr-2024 Persistent Systems 4QFY24 - Inline performance; decent dealwins; Margins outlook disappointed; Maintain BUY India Karan Uppal
21-Apr-2024 HDFC Bank (HDFCB IN) - Focus on balance sheet management India Manish Agarwalla
19-Apr-2024 Wipro 4QFY24 - Inline Results; Muted Guidance; Valuations inexpensive; Maintain Neutra India Karan Uppal
19-Apr-2024 Hindustan Zinc Q4FY24: Subdued volume growth; Higher LME and silver to drive earnings (Maintain Neutral) India Vikash Singh
19-Apr-2024 Model Portfolio - Minor Changes India Anjali Verma
19-Apr-2024 Bajaj Finance (BAF IN): Investor concerns answered India Shubhranshu Mishra
19-Apr-2024 Bajaj Auto (BJAUT IN) : Export challenges cushioned by mix and dollar realization - BUY (Maintained) India Saksham Kaushal
18-Apr-2024 Infosys 4QFY24 - Mixed results; Strong TCV; Near term outlook remains weak; Maintain BUY India Karan Uppal
18-Apr-2024 WIT (16 Apr): Healthy growth momentum India Anjali Verma
14-Apr-2024 BJP Manifesto – Continuity and more : A Comprehensive plan panning across sectors and segments India Anjali Verma
13-Apr-2024 CPI, IIP : Inflation moderated; IIP growth improved India Anjali Verma
12-Apr-2024 TCS 4QFY24 - Decent results, strong margins & TCV; Optimistic commentary; Maintain BUY India Karan Uppal
12-Apr-2024 ISG Q1CY24: Modest Managed Services ACV dragged by Americas India Karan Uppal
10-Apr-2024 WIT (9 Apr): Domestic macros holding up India Anjali Verma
10-Apr-2024 Chemicals/Pharma Exim trends - March 2024: Reaffirms the reversal of global Chemical demand India Surya Patra
09-Apr-2024 NBFC (Auto Finance Eco-system): FY25/26 will be driven by volume growth largely India Shubhranshu Mishra
08-Apr-2024 Cement – Q4FY24 Preview: A relatively subdued quarter on profitability front vs. Q3 India Vaibhav Agarwal
08-Apr-2024 Financials - Moderate earnings, outlook key India Manish Agarwalla
08-Apr-2024 Agriculture Inputs Q4 FY24 Preview - April 2024 India Harmish Desai
08-Apr-2024 Consumer & Retail: 4QFY24 Results Preview - Consumption conundrum continues India Vishal Gutka
08-Apr-2024 Metals 4QFY24 Results Preview: Margins under pressure for ferrous; Non-Ferrous to perform better India Vikash Singh
05-Apr-2024 Monetary Policy: As still as possible – As expected India Anjali Verma
04-Apr-2024 IT Services Q4FY24 Results Preview- Navigating through weak demand environment India Karan Uppal
04-Apr-2024 Macro & Strategy (Monthly): Yet another high in PCI index India Anjali Verma
03-Apr-2024 WIT (2 Apr): Positive macros; focus on RBI commentary India Anjali Verma
03-Apr-2024 Bajaj Finance (BAF IN): Bajaj Housing (BHFL) Finance - In a league of its own India Shubhranshu Mishra
03-Apr-2024 Financial Landscape - Volume growth in auto finance to be 5-10% in FY25/26 India Manish Agarwalla
02-Apr-2024 Specialty Chemicals Q4FY24 Preview: Multiples signs of demand recovery in sight; Top results picks: BUY – ARTO, SRF & VO India Surya Patra
01-Apr-2024 Pharmaceuticals Q4FY24 preview - Ramp up in gRevlimid to drive earnings growth; Top Results Pick - ARBP (+ve) and BIOS (-ve): India Surya Patra
31-Mar-2024 GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (MARCH 2024) India Subodh Gupta
21-Mar-2024 Accenture 2QFY24 - In line results; Strong bookings; Weak commentary India Karan Uppal
19-Mar-2024 Jyothy Laboratories (JYL IN) - NOT RATED : Company Update - Shining dishes, surging sales: JYLs dishwashing triumph India Vishal Gutka
18-Mar-2024 Jubilant Foodworks (JUBI IN): Company Update - Well begun is half done | Maintain NEUTRAL rating with TP of Rs. 450/ India Vishal Gutka
18-Mar-2024 Infrastructure - Getting ready for a long upcycle! India Vikram Suryavanshi
18-Mar-2024 Initiating Coverage Agrochemical Sector - March 2024 India Harmish Desai
17-Mar-2024 IT ENDS HERE ..ATLEAST FOR THE TIME BEING...(PC- TECHNICALS) India Subodh Gupta
17-Mar-2024 Coforge - Large M&A on the anvil? - Maintain BUY India Karan Uppal
16-Mar-2024 Housing Finance Sector: Demand/supply to be steady in FY25/26 India Shubhranshu Mishra
13-Mar-2024 Financial Landscape - Luxury housing continues to thrive India Manish Agarwalla
13-Mar-2024 WIT (12 Mar): Growth momentum sustaining India Anjali Verma
12-Mar-2024 CPI, IIP : Inflation steady; IIP growth decen India Anjali Verma
12-Mar-2024 Chemicals/Pharma Exim trends - February 2024; Upgrade to BUY - ARTO, SRF & VO; Re-iterate SELL - CIPLA, LUPIN, IPCA India Surya Patra
11-Mar-2024 GAIL(India) Ltd Visit Note - March 2024 India Nitin Tiwari
11-Mar-2024 MF Tracker (Feb) - Strong net flows; buying in oil & gas; selling in staples India Anjali Verma
11-Mar-2024 Cyient - Key Takeaways from Sustainability Facility Visi India Karan Uppal
06-Mar-2024 WIT (5 Mar): HFI largely healthy India Anjali Verma
04-Mar-2024 Macro & Strategy (Monthly): PCI Index stable and sturdy India Anjali Verma
04-Mar-2024 Aurobindo Pharma - Multiple growth levers in place; Buy with raised TP of Rs 1400 India Surya Patra
29-Feb-2024 Monthly Technical - The 20:80 Report - FEBRURAY 2024 India Subodh Gupta
29-Feb-2024 Q3FY24 GDP : Investment and manufacturing led growth India Anjali Verma
29-Feb-2024 Model Portfolio - Continue to shift to large caps India Anjali Verma
29-Feb-2024 Vedanta Annual Day Update: Promise to fix debt while maintaining aggressive growth (Maintain Buy) India Vikash Singh
28-Feb-2024 FY25-26 Macro and Strategy Outlook: Continuity in government, economy, and equities India Anjali Verma
27-Feb-2024 Financial Landscape - Tight liquidity further impacts cost of fund India Manish Agarwalla
25-Feb-2024 Pitti Engineering Ltd (BUY; TP: 928) Q3FY24 Result: Strong growth, gearing up to cater export opportunities India Manish Agarwalla
23-Feb-2024 IndiaMART InterMESH Initiating coverage - Leader in India’s online B2B classifieds; risk reward favorable - BUY India Harshraj Rao
21-Feb-2024 Microfinance Sector: GLP growth expected at 20%+ in FY25/26 India Shubhranshu Mishra
17-Feb-2024 KNR Construction 3QFY24 Update - Modest results; focus on quality orders India Vikram Suryavanshi
16-Feb-2024 Credit cards sector: Spends growth expected at 20%+ in FY25/26 India Shubhranshu Mishra
16-Feb-2024 Cement – Q3FY24 Review - Positives surprises play-out; directional recovery on track: India Vaibhav Agarwal
16-Feb-2024 ABFRL: Path to profitability remains foggy India Ankit Kedia
15-Feb-2024 Q3FY24 Earnings Review: Earnings growth remains strong and in-line India Anjali Verma
15-Feb-2024 KDDL 3QFY24 Update - Play on Indian luxury market India Vikram Suryavanshi
15-Feb-2024 CG Consumer Electricals (NEU; TP 326) Q3FY24 Result: Soft demand capped Q3, Gearing up to ride on Crompton 2.0 India Manish Agarwalla
15-Feb-2024 GUJGA -3QFY24 Earnings Update- Earnings miss estimate on weaker margins; SELL India Nitin Tiwari
15-Feb-2024 IPCA Laboratories - Unichem integration weighs on margins; Maintain SELL with TP Rs 910 India Surya Patra
15-Feb-2024 NMDC Q3FY24: Iron ore demand outlook in India improving - Maintain BUY India Vikash Singh
14-Feb-2024 Gateway Distriparks 3QFY24 Update - Sustainable performance in rail business Maintain BUY India Vikram Suryavanshi
14-Feb-2024 National Aluminium 3QFY24: Strong performance to continue; Valuations getting stretched - NEUTRAL (Downgrade) India Vikash Singh
14-Feb-2024 SAIL Q3FY24: Valuations still attractive; Railway pricing to improve profitability (Maintain Buy) India Vikash Singh
14-Feb-2024 Mahindra & Mahindra (MM IN) : UV capacity increase should address longer waiting period - BUY (Maintained) India Saksham Kaushal
14-Feb-2024 Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity India Shubhranshu Mishra
14-Feb-2024 Finolex Cables Ltd (BUY; TP: 1,175) Q3FY24 Result: Electrical business impacted growth, expect recovery in FY25 India Manish Agarwalla
14-Feb-2024 JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO - Rs1,200 India Vaibhav Agarwal
13-Feb-2024 WIT (13 Feb): Resilience in economic activity India Anjali Verma
13-Feb-2024 Pennar Industries 3QFY24 Update - Riding on capex cycle Maintain BUY India Vikram Suryavanshi
13-Feb-2024 Eicher Motors (EIM IN) : New launches doing well but competition is upping capacity - NEUTRAL (Maintained) India Saksham Kaushal
13-Feb-2024 Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 India Shubhranshu Mishra
13-Feb-2024 Hindalco Q3FY24: Higher capex will be absorbed by strong cash flows; Negatives priced in (Maintain Buy) India Vikash Singh
13-Feb-2024 Allcargo Logistics 3QFY24 Update - Short term headwinds Maintain Neutral India Vikram Suryavanshi
13-Feb-2024 Vinati Organics - Getting ready for a strong structural growth; Remain Neutral with TP Rs 1750 India Surya Patra
12-Feb-2024 MF Tracker (Jan) - Strong net flows; buying in oil & gas; selling in financials India Anjali Verma
12-Feb-2024 Aurobindo Pharma - Multiple triggers boost earning visibility; Maintain BUY with raised TP of Rs 1300 India Surya Patra
12-Feb-2024 PI Industries Q3FY24 - Feb 2024 India Harmish Desai
12-Feb-2024 VRL Logistics 3QFY24 Update - Volume impact and cost pressure in short term India Vikram Suryavanshi
12-Feb-2024 Bharat Forge (BHFC IN) : Near term growth moderation was expected & is temporary - BUY (Maintained) India Saksham Kaushal
11-Feb-2024 Aarti Industries - Multiple supply contracts strengthen outlook; Maintain NEUTRAL with TP Rs 725 India Surya Patra
11-Feb-2024 Aegis Logistics 3QFY24 Update - Capex to drive growth Maintain Neutral India Vikram Suryavanshi
11-Feb-2024 Hero MotoCorp (HMCL IN) : Margins to improve on better mix and EV cost reduction - BUY (Maintained) India Saksham Kaushal
11-Feb-2024 Camlin Fine Sciences - Delay in Vanillin ramp-up & extended shutdown of Italy unit hurt; BUY with TP Rs 150 India Surya Patra
11-Feb-2024 Divis Laboratories - Opportunities galore but margins pressure continues; Remain Neutral with TP Rs 3300 India Surya Patra
10-Feb-2024 Zydus Lifesciences Ltd - Margin surprised +vely; Robust 4Q likely; Maintain BUY with raised TP Rs 880 India Surya Patra
10-Feb-2024 Bandhan Bank (BANDHAN IN EQUTY) - Fresh delinquency remains elevated India Manish Agarwalla
10-Feb-2024 Asian Paints (APNT IN): Company Update - Winter is coming | Maintain NEUTRAL with TP of Rs 3,200 India Vishal Gutka
10-Feb-2024 Adani Ports & SEZ 3QFY24 Update - Improvement in operating performance India Vikram Suryavanshi
09-Feb-2024 Star Cement (STRCEM IN) - Upgrade to Buy - PO Rs250 India Vaibhav Agarwal
09-Feb-2024 Emami (HMN IN) 3QFY24 Result Update: Weak rural and winter portfolio dragged overall performance | Maintain NEUTRAL Rating with TP of Rs. 500 India Vishal Gutka
09-Feb-2024 Biocon - Weak Q3; Progress on pipeline is key monitorable; Maintain Neutral with lowered TP Rs 260 India Surya Patra
08-Feb-2024 Lupin - Spiriva as well as pipeline benefits already priced in; SELL with TP Rs 1300: India Surya Patra
08-Feb-2024 Power Finance Corporation (POWF IN) - Tepid growth outlook despite strong pipelin India Manish Agarwalla
08-Feb-2024 NCC 3QFY24 Update: Strong execution; thesis intact Maintain BUY India Vikram Suryavanshi
08-Feb-2024 Page Industries: Muted demand to be partially offset by operating efficiency India Ankit Kedia
08-Feb-2024 Escorts Kubota Ltd (ESC IN) : Slow tractor demand to continue - NEUTRAL (Maintained) India Saksham Kaushal
08-Feb-2024 Apollo Tyres (APTY IN) : Less scope for margin improvement over the near term - NEUTRAL (Maintained) India Saksham Kaushal
08-Feb-2024 WIT (6 Feb): Economy holding steady India Anjali Verma
08-Feb-2024 Monetary Policy: Medium-term hawkish stance India Anjali Verma
08-Feb-2024 Tata Consumer Products Ltd (TATACONS IN) 3QFY24 Result Update - On a strong footing ; Maintain BUY with TP of Rs. 1,250 India Vishal Gutka
08-Feb-2024 Ambuja Cements (ACEM IN) - CONVICTION BUY - PO Rs 950 India Vaibhav Agarwal
08-Feb-2024 Ratnamani Metals and Tubes Q3FY24: Positive outlook intact; SS segment to drive the overall margins (Maintain Buy) India Vikash Singh
08-Feb-2024 TCI ltd 3QFY24 Update - Leveraging multimodal capabilities Maintain BUY India Vikram Suryavanshi
07-Feb-2024 Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 India Shubhranshu Mishra
07-Feb-2024 Trent: A cut above the rest India Ankit Kedia
07-Feb-2024 Endurance Technologies (ENDU IN) : Price is not factoring in margin headwinds - NEUTRAL (Downgrade India Saksham Kaushal
07-Feb-2024 V-Mart Retail: Growth to moderate as profitability becomes priority India Ankit Kedia
07-Feb-2024 The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs240 India Vaibhav Agarwal
07-Feb-2024 Britannia Industries (BRIT IN) 3QFY24: Result Update - Focus shifts to volume growth over profits | Maintain BUY with TP of Rs. 5,550/ India Vishal Gutka
07-Feb-2024 HeidelbergCement India Ltd (HEIM IN) - Downgrade to Neutral: PO Rs240 India Vaibhav Agarwal
07-Feb-2024 Syrma SGS Technology Ltd (BUY; TP: 601) Q3FY24 Result: Consumer mix impacted margins; Guidance maintained India Manish Agarwalla
07-Feb-2024 Shree Cement (SRCM IN) - Maintain Neutral - PO Rs30,000 India Vaibhav Agarwal
07-Feb-2024 Nestle India (NEST IN) 4QCY23 : Result Update - Juggernaut on a roll! | Maintain BUY with TP of Rs. 2,800 India Vishal Gutka
07-Feb-2024 Welspun Corp Q3FY24: Strong volumes negated lower EBITDA/t; Positive outlook intact (Maintain Buy) India Vikash Singh
07-Feb-2024 PNC Infratech Ltd Q3FY24 - Incremental order inflows to support growth India Vikram Suryavanshi
06-Feb-2024 Bajaj Consumer Care (BAJAJCON IN) 3QFY24 Result Update: Non-ADHO continues to drive volume growth ; Maintain BUY with TP of Rs. 270/ India Vishal Gutka
06-Feb-2024 Ashok Leyland (AL IN) : Near term headwinds but CV transformation 2.0 to continue - BUY (Maintained) India Saksham Kaushal
06-Feb-2024 Bata India: Marketing and technology investments impact margins India Ankit Kedia
06-Feb-2024 Chambal Fertilisers Q3FY24 - Feb 2024 India Harmish Desai
06-Feb-2024 Financial Landscape - Convergence of loan and deposit growth India Shubhranshu Mishra
05-Feb-2024 Macro & Strategy (Monthly): PCI Index at an all-time high India Anjali Verma
05-Feb-2024 Century Plyboards India Ltd (BUY; TP:822) Q3FY24 Result: Cut on Guidance, looking up for recovery India Manish Agarwalla
05-Feb-2024 Stylam Industries Ltd (BUY; TP: 2,160) Q3FY24 Result: Q3 impacted by Exports. Capex on cards to cater new growth India Manish Agarwalla
05-Feb-2024 Sugar and Ethanol Sector Update - Focus on diversification and value addition India Vikram Suryavanshi
05-Feb-2024 HG Infra Engineering Ltd Q3FY24 - Stable margins; Story intact India Vikram Suryavanshi
05-Feb-2024 Bajaj Electricals Ltd (BUY; TP: 1,220) Q3FY24 Result: Muted demand impacted performance; now all eyes on season India Manish Agarwalla
05-Feb-2024 LIC Housing Finance (LICHF IN): Credit cost to normalise in FY25 India Shubhranshu Mishra
04-Feb-2024 Tata Motors (TTMT IN) : Key JLR guidance maintained; FY25: net cash, FY26: 10%+ EBIT - BUY (Maintained) India Saksham Kaushal
04-Feb-2024 Somany Ceramics Ltd (BUY; TP: 912) Q3FY24 Result: Muted demand in Q3; now positive outlook with Max plant online India Manish Agarwalla
04-Feb-2024 Avalon Technologies Ltd (BUY; TP: 579) Q3FY24 Result: US continued to impact; expect recovery from FY25 India Manish Agarwalla
04-Feb-2024 Orient Electric Ltd (BUY; TP: 304) Q3FY24 Result: Inline performance; fans to lead growth in Q4 India Manish Agarwalla
04-Feb-2024 UPL Q3FY24 - Feb 2024 India Harmish Desai
04-Feb-2024 Deepak Fertiliser Q3FY24 - Feb 2024 India Harmish Desai
04-Feb-2024 V-Guard Industries Ltd (BUY; TP: 367) Q3FY24 Result: Strategy intact; weak consumer sentiment impacted performance India Manish Agarwalla
03-Feb-2024 RateGain Travel Tech 3QFY24 - Strong Growth and Margin performance; Thesis playing out well - Maintain BUY India Karan Uppal
03-Feb-2024 Mphasis Ltd 3QFY24 - Modest growth; Resilient margins; Execution remains weak – Downgrade to Neutral India Karan Uppal
03-Feb-2024 State Bank of India (SBIN IN) - One-off drags profitability India Manish Agarwalla
03-Feb-2024 Devyani International Ltd (DEVYANI IN) 3QFY24 Result Update: Weak SSSg weighs on profitability | Maintain NEUTRAL with TP of Rs. 190/ India Vishal Gutka
03-Feb-2024 Praj Industries 3QFY24 Update - Building sustainable business drivers India Vikram Suryavanshi
02-Feb-2024 Sapphire Foods India Ltd (SAPPHIRE IN) 3QFY24 Result Update: Risk reward favorable ; Maintain BUY with TP of Rs. 1,600/- India Vishal Gutka
01-Feb-2024 Union Budget 2024-25: Fiscal consolidation leads; more details in final budget India Anjali Verma
01-Feb-2024 Titan Company (TTAN IN) 3QFY24 Result Update - Margin pressure come to fore | Maintain NEUTRAL with TP of Rs. 3,450/ India Vishal Gutka
01-Feb-2024 Thangamayil Jewellery (TJL IN) 3QFY24 - Result Update: Power packed performance across all parameters | Maintain High Conviction BUY with TP of Rs. 2,000/ India Vishal Gutka
01-Feb-2024 Godrej Consumer Products (GCPL IN): Company Update - Aggressive second innings planned | Maintain High Conviction BUY with TP of Rs. 1,400/ India Vishal Gutka
01-Feb-2024 WIT (31 Jan): Robust macro indicators India Anjali Verma
01-Feb-2024 Kajaria Ceramics Ltd (NEU; TP: 1,493) Q3FY24 Result: Soft demand continues to impact, positive outlook from FY25 India Manish Agarwalla
01-Feb-2024 Kaynes Technology India Ltd (BUY; TP: 3,233) Q3FY24 Result: Strong performance; now eyes on growing ind. and rail seg India Manish Agarwalla
01-Feb-2024 Sun Pharma - In line performance and visible triggers priced-in; Downgrade to Neutral with TP Rs 1370 India Surya Patra
01-Feb-2024 SRF IN - Subdued demand and visible margin pressure concern us; Cut Target Price to 2400 India Surya Patra
31-Jan-2024 Monthly Technical - The 20:80 Report - JANUARY 2024 India Subodh Gupta
31-Jan-2024 Gillette India Ltd (GILL IN) (NOT RATED): 2QFY24 Result Update - Mixed bag - Margin surprises; Sales growth underwhelming India Vishal Gutka
31-Jan-2024 P&G Hygiene and Healthcare Ltd (PG IN) (NOT RATED): Result Update - Mixed bag – Sales growth underwhelming; margin surprises India Vishal Gutka
31-Jan-2024 Maruti Suzuki (MSIL IN) : ASP, operating leverage to negate slower volume growth - BUY (Maintained India Saksham Kaushal
31-Jan-2024 Jubilant Foodworks (JUBI IN) 3QFY24 - Result Update : Shrinking slice | Maintain NEUTRAL with TP of Rs. 450 India Vishal Gutka
31-Jan-2024 Jindal Steel & Power 3QFY24: Cost rationalization and higher volumes to drive earnings (Upgrade to BUY) India Vikash Singh
31-Jan-2024 Godrej Consumer Products (GCPL IN) 3QFY24: Result Update - Innovation factory has finally started delivering | Maintain BUY with TP of Rs. 1,400 India Vishal Gutka
31-Jan-2024 Westlife Foodworld Ltd (WLDL IN) 3QFY24 - Result Update: Disappointing show| Maintain BUY with TP of Rs. 960 India Vishal Gutka
31-Jan-2024 Dabur India (DABUR IN) 3QFY24 Result Update: Operating margin guidance remains intact | Maintain NEUTRAL with TP of Rs. 575 India Vishal Gutka
31-Jan-2024 Coromandel International Q3FY24 - Jan 2024 India Harmish Desai
31-Jan-2024 Bank of Baroda (BOB IN) - Strong recovery and low credit cost drives PAT India Manish Agarwalla
31-Jan-2024 Blue Star Ltd (BUY; TP: 1,240) Q3FY24 Result: Strong growth led by festive season now eyes on summer India Manish Agarwalla
31-Jan-2024 Voltas Ltd (BUY; TP: 1,101) Q3FY24 Result: Strong UCP growth but EMP dragged the performance India Manish Agarwalla
30-Jan-2024 Mahindra and Mahindra Financial Services (MMFS IN): Higher than expected credit costs weighed on profit India Shubhranshu Mishra
30-Jan-2024 Dr Reddys Laboratories - Powered by gRevlimid & steady growth in base biz; Maintained BUY with TP Rs 6500 India Surya Patra
30-Jan-2024 PLNG -3QFY24 Earnings Update-‘Use or Pay’ charges drive a beat India Nitin Tiwari
30-Jan-2024 Maharashtra Seamless Q3FY24: Positive outlook intact (Maintain Buy) India Vikash Singh
30-Jan-2024 Mahindra Logistics 3QFY24 Update - Short term impact of acquisition Maintain BUY India Vikram Suryavanshi
30-Jan-2024 KPIT Tech 3QFY24 - Strong Performance & TCV; Outlook Remains Positive; Upgrade to BUY India Karan Uppal
30-Jan-2024 Cholamandalam Investment and Finance (CIFC IN): Loan growth has strong tailwinds India Shubhranshu Mishra
30-Jan-2024 Bajaj Finance (BAF IN): Mixed quarter, loan growth/customer acquisition unabated India Shubhranshu Mishra
30-Jan-2024 GAIL -3QFY24 Earnings Update- Transmission & trading strong; petchem recovers India Nitin Tiwari
29-Jan-2024 GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JANUARY 2024) India Subodh Gupta
29-Jan-2024 ITC Ltd (ITC IN) 3QFY24: Result Update - Weak operating performance | MAintain BUY with TP of Rs. 510 India Vishal Gutka
29-Jan-2024 Marico Ltd (MRCO IN): 3QFY24 Result Update - Growth outlook for core categories continues to remain subdued | Maintain NEUTRAL with TP of Rs. 560/ India Vishal Gutka
29-Jan-2024 APL Apollo Tubes Q3FY24: Short term setback; Strong volume growth story intact (Maintain Buy) India Vikash Singh
29-Jan-2024 Shriram Finance Ltd (SHFL IN): 2H to see strong growth, FY25 to follow suit India Shubhranshu Mishra
28-Jan-2024 Mangalam Cement (MGC IN): Maintain BUY - PO Rs950 India Vaibhav Agarwal
28-Jan-2024 Sanghi Industries (SNGI IN) - Maintain Buy - PO Rs155 India Vaibhav Agarwal
28-Jan-2024 Ceat Ltd (CEAT IN) : Slower revenue growth to limit margin expansion - NEUTRAL (Maintained) India Saksham Kaushal
28-Jan-2024 Cipla Ltd - Drug launch delays & concentration risk are worrisome; Re-iterate SELL with TP Rs 1150 India Surya Patra
28-Jan-2024 Equitas SFB (EQUITASB IN) - In line performance, delay in collection impacts NPA India Manish Agarwalla
27-Jan-2024 ACC Ltd (ACC IN): Maintain BUY - PO Rs3,600 India Vaibhav Agarwal
27-Jan-2024 Dalmia Bharat (DALBHARA IN): Maintain BUY - PO Rs2,900 India Vaibhav Agarwal
27-Jan-2024 Balkrishna Industries Ltd (BIL IN) : Near to mid-term margins under risk - NEUTRAL (Maintained) India Saksham Kaushal
27-Jan-2024 Retail Sector: Innerwear exhibition visit - Key takeaways India Ankit Kedia
26-Jan-2024 Concor 3QFY24 Update : Operational recovery Maintain BUY India Vikram Suryavanshi
26-Jan-2024 Cyient 3QFY24 - Decent results; Portfolio volatility persists - Maintain NEUTRAL (Maintain) India Karan Uppal
26-Jan-2024 IGL -3QFY24 Earnings Update- Margin compression due to lower APM availability India Nitin Tiwari
25-Jan-2024 JSW Steel Q3FY24: Set for Industry best volume growth (Maintain Buy) India Vikash Singh
25-Jan-2024 Tata Steel Q3FY24: India business to drive earnings; Europe losses bottomed out (Maintain Buy) India Vikash Singh
25-Jan-2024 Logistics Sector update : Ports in India - focus on technology and ESG India Vikram Suryavanshi
24-Jan-2024 KEI Industries Ltd (BUY; TP: Rs 3,823) Q3FY24 Result: In-line performance; positive outlook with capex on cards India Manish Agarwalla
24-Jan-2024 Havells India Ltd (BUY; TP: 1509) Q3FY24 Results: Weak consumer sentiment dragged Q3, expect strong season India Manish Agarwalla
24-Jan-2024 Bajaj Auto (BJAUT IN) : Triumph and e-2W production set to ramp up meaningfully - BUY (Maintained) India Saksham Kaushal
24-Jan-2024 TVS Motor (TVSL IN) : Downgrade on rich valuation and increasing competition - NEUTRAL (Downgrade) India Saksham Kaushal
24-Jan-2024 Tech Mahindra 3QFY24 - Concerns on growth remain; Maintain Sell India Karan Uppal
24-Jan-2024 MAHGL -3QFY24 Earnings Update- Gas sales rises; but margins moderate India Nitin Tiwari
24-Jan-2024 Indian Bank (INBK IN) - Decent Performance across the parameters India Manish Agarwalla
24-Jan-2024 DCB Bank (DCBB IN) - Core Performance muted India Manish Agarwalla
24-Jan-2024 JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs5,700 India Vaibhav Agarwal
24-Jan-2024 WIT (23 Jan): Weekly momentum improve India Anjali Verma
24-Jan-2024 Axis Bank (AXSB IN) - Loan growth to moderate India Manish Agarwalla
24-Jan-2024 REC Ltd (RECL IN) - Healthy sanctions provides strong growth visibility India Manish Agarwalla
23-Jan-2024 Sona BLW PF Ltd (SONACOMS IN) : Well poised with promising new products and orderbook - BUY (Maintained) India Saksham Kaushal
23-Jan-2024 Cyient DLM Ltd (BUY; TP: 808) Q3FY24 Results: Aero will continue growth, Ind and Med to catch up in FY2 India Manish Agarwalla
22-Jan-2024 Coforge 3QFY24 - Decent results; Continues to execute well - Maintain BUY India Karan Uppal
22-Jan-2024 VST Industries Limited (VST IN) 3QFY24 (NOT RATED) : No light at end of tunnel India Vishal Gutka
22-Jan-2024 Colgate Palmolive (CLGT IN) 3QFY24: Result Update - Prioritizing profits over market development | Maintain SELL with TP of Rs. 2,000 India Vishal Gutka
22-Jan-2024 ICICI Bank (ICICIBC IN) - Cost of fund impacts NIM India Manish Agarwalla
22-Jan-2024 Kotak Mahindra Bank (KMB IN) - Stable NIM drive core-performance India Manish Agarwalla
22-Jan-2024 Persistent Systems 3QFY24 - Strong performance and TCV; Outlook Positive; Maintain BU India Karan Uppal
21-Jan-2024 UltraTech Cement (UTCEM IN): - Maintain Buy - PO Rs12,300 India Vaibhav Agarwal
20-Jan-2024 Atul Ltd - Earnings deteriorated sequentially; No sign of demand recovery; Maintain SELL with TP Rs 5300 India Surya Patra
19-Jan-2024 Hindustan Zinc Q3FY24: Silver may shine amid lackluster zinc LME (Maintain Neutral) India Vikash Singh
19-Jan-2024 Shoppers Stop: Weakness in demand to persist; Store addition on track India Ankit Kedia
19-Jan-2024 Hindustan Unilever Ltd (HUVR IN) 3QFY24: Result Update - Scale brings in own set of challenges | Downgrade to NEUTRAL with TP of Rs. 2,600 India Vishal Gutka
19-Jan-2024 Jindal Stainless Q3FY24: Volumes growth story intact; Debt to start falling from FY25 (Maintain Buy) India Vikash Singh
18-Jan-2024 Budget Preview: Election influence likely but fisc health to limit any largesse India Anjali Verma
18-Jan-2024 ISG Q4CY23: Managed services deals remain robust; Commentary positive India Karan Uppal
18-Jan-2024 Indusind Bank (IIB IN) - In line performance, retail deposit improves India Manish Agarwalla
17-Jan-2024 WIT (16 Jan): Macros continue to be positiv India Anjali Verma
17-Jan-2024 Asian Paints (APNT IN) 3QFY24: Result Update - Make the hay while the sun shines | Maintain NEUTRAL rating with TP of Rs. 3,200 India Vishal Gutka
17-Jan-2024 Jindal SAW Q3FY24: Strong performance to continue; Debt reduction will drive re-rating (Maintain Buy) India Vikash Singh
17-Jan-2024 LTIMindtree 3QFY24 - Modest Results; Robust TCVs provide growth visibility - Maintain BUY India Karan Uppal
16-Jan-2024 HDFC Bank (HDFCB IN) - Deposit mobilization a challenge India Manish Agarwalla
16-Jan-2024 L&T Technology Services 3QFY24 - Modest Performance; Positive Commentary; Valuations Expensive - Neutral Maintain India Karan Uppal
15-Jan-2024 Energy Sector -Natural gas to stay relevant in energy transition - Jan 2024 India Nitin Tiwari
15-Jan-2024 Financial Landscape - Growth Outlook will be crucial in Q3 commentary India Manish Agarwalla
14-Jan-2024 Avenue Supermarts: Moderate store opening dampen near-term performance India Ankit Kedia
13-Jan-2024 HCL Tech 3QFY24 - Strong Results; Outlook Positive; Upgrade to BUY India Karan Uppal
13-Jan-2024 Wipro 3QFY24 - Decent Results; Muted Guidance; Valuations inexpensive - Neutral Maintain India Karan Uppal
12-Jan-2024 CPI, IIP : Inflation steady, but elevated; IIP slowed India Anjali Verma
12-Jan-2024 Infosys 3QFY24 - Decent Results; Risk Reward favorable; Upgrade to BUY India Karan Uppal
11-Jan-2024 TCS 3QFY24 - Strong growth and margins performance; Optimistic Commentary; Maintain BUY India Karan Uppal
09-Jan-2024 Cement – Q3FY24 Preview: Positive surprise not ruled out India Vaibhav Agarwal
08-Jan-2024 Consumer & Retail 3QFY24: Result Preview - Elongated road to rural recovery India Vishal Gutka
08-Jan-2024 Financial Landscape - 3QFY24: Outlook will be crucial India Manish Agarwalla
08-Jan-2024 Jyothy Laboratories (JYL IN) - NOT RATED : Company Update - Household insecticides – is a bounce back around the corner? India Vishal Gutka
08-Jan-2024 Agriculture Inputs Q3 FY24 Preview - Jan 2024 India Harmish Desai
08-Jan-2024 Q3FY24 Earnings Preview: Earnings growth to remain strong; margins stable to positive India Anjali Verma
08-Jan-2024 Strategy: Actual changes in SEBI Classification in Jan 24 India Anjali Verma
07-Jan-2024 Metals 3QFY24 Results Preview: Margins under pressure for ferrous; Non-Ferrous to perform better India Vikash Singh
06-Jan-2024 Financials Q4FY24 Preview - Moderate earnings, outlook key India Manish Agarwalla
05-Jan-2024 Specialty Chemicals: Q3FY24 Preview: Weak demand continues; Prices stabilised India Surya Patra
04-Jan-2024 Pharmaceuticals - Q3FY24 Preview: US growth supportive; Key Ideas - Positive: ARBP, SUNP / Negative: CIPLA, BIOS India Surya Patra
04-Jan-2024 IT Services Preview Q3FY24 - Soft quarter impacted by seasonalit India Karan Uppal
04-Jan-2024 Pharmaceuticals - Q3FY24 Preview: US growth supportive; Key Ideas - Positive: ARBP, SUNP / Negative: CIPLA, BIOS India Surya Patra
03-Jan-2024 Model portfolio - Remain diversified across sectors as equities scale newer high India Anjali Verma
03-Jan-2024 WIT (2 Jan): Mixed signals in HFI India Anjali Verma
02-Jan-2024 Macro & Strategy (Monthly): PCI Index rebounds; equities at all-time high India Anjali Verma
02-Jan-2024 Indian Renewable Energy Development Agency India Manish Agarwalla
31-Dec-2023 Street unduly cautious on growth of unsecured lending India Shubhranshu Mishra
29-Dec-2023 JK Cement Ltd (JKCE IN) : Panna – central India – plant visit takeaways India Vaibhav Agarwal
29-Dec-2023 Fiscal deficit- Deficit tamed at 51% of BE; core sector growth decent India Anjali Verma
28-Dec-2023 CVs: key enabler in India’s growth - What a difference a Road makes! (Dec 2023) India Saksham Kaushal
27-Dec-2023 Godrej Consumer Products (GCPL IN): Company Update - Poised for sustainable double-digit growth | High Conviction BUY with Revised TP of Rs. 1,350/- India Vishal Gutka
27-Dec-2023 WIT (26 Dec): HFIs continue to indicate robust activity India Anjali Verma
26-Dec-2023 Financial Landscape - RBI clampdown on evergreening of loan India Manish Agarwalla
21-Dec-2023 Siemens India (SIEM IN): Fairly priced (Maintain Neutral) India Manish Agarwalla
20-Dec-2023 WIT (19 Dec): Robust macros and equities – India growth story playing out India Anjali Verma
19-Dec-2023 Accenture Q1FY24 Results Update - In line results; Strong bookings; Balanced commentary India Karan Uppal
18-Dec-2023 Financial Landscape - Regulatory constraints squeezing insurance valuation India Manish Agarwalla
15-Dec-2023 COP28: Phasing of fossil fuel CONSIDERED; funding/RE in focus India Anjali Verma
15-Dec-2023 Jyothy Laboratories (JYL IN): Company Update (NOT RATED) - Margo Magic: Decoding the success of personal care India Vishal Gutka
14-Dec-2023 LTIMindtree - Seamless merger; well-placed to capture growth recovery - Maintain BUY India Karan Uppal
12-Dec-2023 WIT (12 Dec): Decent indicators; Fed expected to maintain status quo India Anjali Verma
12-Dec-2023 CPI, IIP : Inflation rose to a 3-month high; IIP strong India Anjali Verma
12-Dec-2023 ITC Ltd (ITC IN): Company Update - Analyst meet takeaways | Maintain BUY with TP of Rs 525 (25x FY26 EPS ) India Vishal Gutka
12-Dec-2023 PTC Industries Ltd (PTCIL IN)- Company Update: Heart of titanium: A niche play in metallurgy (Not Rated) India Umesh Raut
12-Dec-2023 ESG - COP28 - Day 12 Key Takeaways - 12-12-2023 India Anjali Verma
11-Dec-2023 MF Tracker (Nov) - Strong equity net flows; buying in healthcare; continued selling in financials India Anjali Verma
11-Dec-2023 Financial Landscape - Flow business remains resilient India Manish Agarwalla
11-Dec-2023 ESG - COP28 - Day 11 Key Takeaways - 12-11-2023 India Anjali Verma
09-Dec-2023 Cyient - Analyst Meet Takeaways - Focused on consistent performance through balanced portfolio India Karan Uppal
08-Dec-2023 Monetary Policy: Rates and policy stance – in line India Anjali Verma
08-Dec-2023 ESG - COP28 - Day 8 Key Takeaways - 12-08-2023 India Anjali Verma
07-Dec-2023 ESG - COP28 - Day 7 Key Takeaways - 12-07-2023 India Anjali Verma
06-Dec-2023 ESG - COP28 - Day 6 Key Takeaways - 12-06-2023 India Anjali Verma
06-Dec-2023 WIT (5 Dec): Resilient economy; RBI expected to maintain status quo India Anjali Verma
05-Dec-2023 ESG - COP28 - Day 5 Key Takeaways - 12-05-2023 India Anjali Verma
04-Dec-2023 Financial Landscape - Positive on select NBFCs India Manish Agarwalla
03-Dec-2023 Landslide victory in states, Huge positive narrative for union elections, Equity rally to gain pace India Anjali Verma
01-Dec-2023 Macro & Strategy (Monthly): PCI Index dips; macro indicators robust India Anjali Verma
01-Dec-2023 UltraTech Cement (UTCEM IN) - Acquires Kesoram – would benefit whole of South - Maintain Buy (PO: Rs10,500): India Vaibhav Agarwal
01-Dec-2023 Hindustan Aeronautics - Company Update: Onward and Upward (Upgrade to BUY) India Umesh Raut
30-Nov-2023 Q2FY24 GDP : Fairly strong, led by industry and investment – reinforcing our stance India Anjali Verma
30-Nov-2023 Fiscal deficit- Deficit controlled at 45% of BE; core sector growth strong India Anjali Verma
28-Nov-2023 Financial Landscape - Banks recalibrating retail growth India Manish Agarwalla
23-Nov-2023 Metals Monthly Wrap: November 2023 India Vikash Singh
23-Nov-2023 Axis Bank (AXSB IN) - GPS strategy progressing well India Manish Agarwalla
22-Nov-2023 Corporate Cost Structure: Lower cost to aid margins for one more quarter India Anjali Verma
22-Nov-2023 WIT (21 Nov): Festive season fared wel India Anjali Verma
21-Nov-2023 Tata Technologies IPO Note - Riding on the strong automotive ER&D wav India Karan Uppal
21-Nov-2023 India Growth Model: Comprehensive, loaded with positives; China+1 – just a cliché India Anjali Verma
20-Nov-2023 Financial Landscape - Regulator turns cautious on consumer loan India Manish Agarwalla
20-Nov-2023 The ‘order-book-keeper’ for 2QFY24 – Support from diversification India Vikram Suryavanshi
17-Nov-2023 NMDC Q2FY24: Stage set for strong volume growth (Maintain Buy) India Vikash Singh
16-Nov-2023 Retail: Q2FY24 review India Ankit Kedia
16-Nov-2023 KDDL 2QFY24 Update - Maintain Neutral India Vikram Suryavanshi
16-Nov-2023 RBI Increases Risk Weight - Booming consumer credit – Regulator turns cautious India Manish Agarwalla
15-Nov-2023 Bajaj Finance (BAF IN): Not much material impact due to ban India Shubhranshu Mishra
15-Nov-2023 KNR Construction 2QFY24 Update - Maintain Neutral India Vikram Suryavanshi
15-Nov-2023 Ahluwalia Contracts 2QFY24 Update - Maintain Neutral India Vikram Suryavanshi
15-Nov-2023 Allcargo Logistics 2QFY24 Update - Maintain Neutral India Vikram Suryavanshi
15-Nov-2023 Q2FY24 Earnings Review: Strong earnings growth momentum continued India Anjali Verma
15-Nov-2023 WIT (14 Nov): Diwali holidays slowed industrial indicators India Anjali Verma
15-Nov-2023 IPCA Laboratories - Unichem integration dilutes earnings despite synergies; Re-iterate SELL with TP Rs 790 India Surya Patra
13-Nov-2023 Manappuram Finance (MGFL IN): We expect AUM and profit to be range-bound in 2HFY24 India Shubhranshu Mishra
13-Nov-2023 Financial Landscape - Real interest rate improves further India Manish Agarwalla
13-Nov-2023 CPI Inflation: Moderated to four-month low; further dip in core India Anjali Verma
13-Nov-2023 G R Infraprojects 2QFY24 Update - Growth concerns continue Maintain Neutral India Vikram Suryavanshi
13-Nov-2023 MF Tracker (Oct) - Strong equity net flows; buying in building materials; selling in financials India Anjali Verma
13-Nov-2023 Repco Home Finance (REPCO IN): Can expect growth uptick in 2H India Shubhranshu Mishra
13-Nov-2023 ABFRL: Net Debt to remain elevated for next 18-24 months India Ankit Kedia
11-Nov-2023 Pennar Industries 2QFY24 Update - Maintain BUY India Vikram Suryavanshi
11-Nov-2023 Vinati Organics Ltd - Concern of moderating margins remain intact; Maintain Neutral with lowered TP of Rs 1750 India Surya Patra
11-Nov-2023 Mahindra & Mahindra (MM IN) : UV demand remains strong, path to EV is on track - BUY (Maintained) India Saksham Kaushal
11-Nov-2023 Ashok Leyland (AL IN) : CV cycle to continue into FY25 on strong macros - BUY (Maintained) India Saksham Kaushal
11-Nov-2023 Eicher Motors (EIM IN) : Competition ramping up; global business faces a slowdown - NEUTRAL (Maintained) India Saksham Kaushal
10-Nov-2023 Gateway Distriparks 2QFY24 Update : Expanding reach Maintain BUY India Vikram Suryavanshi
10-Nov-2023 Gateway Distriparks 2QFY24 Update : Expanding reach Maintain BUY India Vikram Suryavanshi
10-Nov-2023 NCC Ltd 2QFY24 Update : Strong execution - Maintain BUY India Vikram Suryavanshi
10-Nov-2023 Hindalco Q2FY24: Improving profitability in a steady manner (Maintain Buy) India Vikash Singh
10-Nov-2023 VRL Logistics 2QFY24 update - Maintain BUY India Vikram Suryavanshi
10-Nov-2023 SAIL Q2FY24: Railway provision lifted EBITDA; volume growth to drive earnings (Maintain Buy India Vikash Singh
10-Nov-2023 Aurobindo Pharma - Foresee a qualitative upgrade in its business model; Upgrade to BUY with TP Rs 1100: India Surya Patra
10-Nov-2023 Star Cement (STRCEM IN) - Maintain Neutral (PO Rs180) India Vaibhav Agarwal
10-Nov-2023 HeidelbergCement India Ltd - Maintain BUY - PO Rs220 India Vaibhav Agarwal
10-Nov-2023 NALCO Q2FY24: Power costs dragged performance; positive outlook intact (Maintain buy) India Vikash Singh
10-Nov-2023 Page Industries: Pressure on volume growth to sustain in near term India Ankit Kedia
10-Nov-2023 Adani Ports & SEZ 2QFY24 Update - Improvement in operating performance Maintain BUY India Vikram Suryavanshi
10-Nov-2023 Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity India Shubhranshu Mishra
09-Nov-2023 Bata India: Tepid growth to impact near-term performance India Ankit Kedia
09-Nov-2023 Indo Count Industries 2QFY24 Results update - Creating leadership position Maintain BUY India Vikram Suryavanshi
09-Nov-2023 Endurance Technologies (ENDU IN) : Revenues from business wins to peak in FY25 and FY26 - BUY (Maintained) India Saksham Kaushal
09-Nov-2023 Bajaj Consumer Care (BAJAJCON IN) 2QFY24 Result Update: Reasonable valuation provides margin of safety ; Maintain BUY with Revised TP of Rs. 275/ India Vishal Gutka
09-Nov-2023 PI Industries Q2FY24 - Nov 2023 India Harmish Desai
09-Nov-2023 ABB India Q3CY23: Growth spree continues; outperformance on all counts (Maintain Neutral) India Umesh Raut
09-Nov-2023 Welspun Corp 2QFY24: Good set of numbers; Positive outlook maintained (Maintain Buy) India Vikash Singh
09-Nov-2023 Shree Cement (SRCM IN) - Downgrade to Neutral: PO Rs28,000 India Vaibhav Agarwal
08-Nov-2023 Mangalam Cement (MGC IN): - Maintain BUY - PORs580 India Vaibhav Agarwal
08-Nov-2023 JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1,000 India Vaibhav Agarwal
08-Nov-2023 WIT (07 Nov): Macros stable India Anjali Verma
08-Nov-2023 JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs4,500 India Vaibhav Agarwal
08-Nov-2023 Power Finance Corporation (POWF IN) - PAT above expectation, Loan growth improves India Manish Agarwalla
08-Nov-2023 Apollo Tyres (APTY IN) : RM headwinds on the horizon, while Europe yet to recover - NEUTRAL (Maintained) India Saksham Kaushal
08-Nov-2023 HG Infra 2QFY24 Update - Stable margins; Story intact Maintain BUY India Vikram Suryavanshi
08-Nov-2023 Cummins India Q2FY24: Mix refinement drives earnings growth (Maintain NEUTRAL) India Umesh Raut
08-Nov-2023 GE T&D India Q2FY24: Stars aligning (Maintain BUY) India Umesh Raut
08-Nov-2023 Trent: In a league of its own India Ankit Kedia
08-Nov-2023 Zydus Lifesciences Ltd - Robust core operating performance led to raise margin guidance; BUY with raised TP Rs 750 India Surya Patra
08-Nov-2023 Camlin Fine Sciences - Benefits of full operational integration seems deferred; BUY with lowered TP Rs 170 India Surya Patra
08-Nov-2023 V-Mart Retail: Delay in festive season, price cuts impacts profitability India Ankit Kedia
07-Nov-2023 Divis Laboratories - Q2 Margin miss despite strong custom synthesis sales concerns us; Maintain NEUTRAL with TP Rs 3100 India Surya Patra
07-Nov-2023 Devyani International Ltd (DEVYANI IN) 2QFY24 Result Update: Negative operating leverage weighs on margins ; Maintain NEUTRAL with TP of Rs. 190/ India Vishal Gutka
06-Nov-2023 Financial Landscape - Margin outlook getting weak India Manish Agarwalla
06-Nov-2023 Bharat Forge (BHFC IN) : Bharat Forge (BHFC IN) - BUY (Maintained) India Saksham Kaushal
06-Nov-2023 Emami (HMN IN) 2QFY24: Result Update - Muted Top-line, Margin surprised; All eyes on Winter Portfolio ; Maintain NEUTRAL rating with Revised TP of Rs. 500/ India Vishal Gutka
06-Nov-2023 Thermax Q2FY24: Upbeat on prospects, but valuations cap upside (Downgrade to NEUTRAL) India Umesh Raut
06-Nov-2023 Aarti Industries - Operating performance bottomed-out; Maintain NEUTRAL with raised TP of Rs 530 India Surya Patra
06-Nov-2023 Data Patterns India Q2FY24: Margin aiding profitability (Maintain NEUTRAL) India Umesh Raut
06-Nov-2023 Model portfolio - Diversified across sectors/ Mcap amidst range bound markets India Anjali Verma
06-Nov-2023 Chambal Fertilisers Q2FY24 - Nov 2023 India Harmish Desai
05-Nov-2023 Cholamandalam Finance (CIFC IN): Fintech partnership sourcing to be streamlined India Shubhranshu Mishra
05-Nov-2023 Deepak Fertiliser Q2FY24 - Nov 2023 India Harmish Desai
05-Nov-2023 Deepak Fertiliser Q2FY24 - Nov 2023 India Harmish Desai
05-Nov-2023 Escorts Kubota Ltd (ESC IN) : Decent quarter, concerns on tractor growth remain - NEUTRAL (Maintain) India Vishal Gutka
05-Nov-2023 Titan Company (TTAN IN) 2QFY24 Result Update: Surprised operating margin; All eyes on Festive Season ; Maintain NEUTRAL rating with Revised TP of Rs. 3,450/ India Vishal Gutka
05-Nov-2023 Bank of Baroda (BOB IN) - Strong recovery drives PAT India Manish Agarwalla
05-Nov-2023 Vedanta Q2FY24: One off propelled operating performance; Outlook improving (Maintain Buy) India Vikash Singh
04-Nov-2023 State Bank of India (SBIN IN) - High wage provision drags operating performance India Manish Agarwalla
03-Nov-2023 Container Corporation 2QFY24 Update - Operational recovery Maintain BUY India Vikram Suryavanshi
03-Nov-2023 Aegis Logistics 2QFY24 Update - Capex to drive growth Upgrade to Neutral India Vikram Suryavanshi
03-Nov-2023 Solar Industries India Q2FY24: Margin expansion stands out; Upbeat outlook (Maintain BUY) India Umesh Raut
03-Nov-2023 Kalpataru Projects International Q2FY24: Outlook promising despite Q2 aberration (Maintain BUY) India Umesh Raut
03-Nov-2023 Ratnamani Metals & Tubes Q2FY24: Improving product mix and good volume growth to drive earnings (Maintain BUY India Vikash Singh
03-Nov-2023 Macro & Strategy (Monthly): PCI Index witness second month of soft contraction India Anjali Verma
03-Nov-2023 LIC housing Finance (LICHF IN): Credit cost to normalise in 2HFY24 India Shubhranshu Mishra
02-Nov-2023 The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs220 India Vaibhav Agarwal
02-Nov-2023 Tata Motors (TTMT IN) : JLR production to ramp up in H2FY24 - BUY (Maintained) India Saksham Kaushal
02-Nov-2023 Tata Steel Q2FY24: Europe dragged performance; India business to drive earnings (Maintain Buy) India Vikash Singh
02-Nov-2023 Hero MotoCorp (HMCL IN) : Poised for volume recovery as new launches ramp up - BUY (Maintained) India Saksham Kaushal
02-Nov-2023 Maharashtra Seamless Q2FY24: Turing into a cash flow story; volume growth to come in FY26 (Maintain Buy) India Vikash Singh
02-Nov-2023 Dabur India (DABUR IN) 2QFY24 Result Update: In-line with our estimates; Operating margin outlook remains intact | Maintain NEUTRAL with TP of Rs 575/ India Vishal Gutka
02-Nov-2023 Sapphire Foods India Ltd (SAPPHIRE IN) 2QFY24 Result Update: Risk reward favorable ; Maintain BUY with TP of Rs. 1,600/ India Vishal Gutka
02-Nov-2023 KEC International Q2FY24: Balance sheet discipline holds the key (Maintain Neutral) India Umesh Raut
02-Nov-2023 Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs550 India Vaibhav Agarwal
02-Nov-2023 Britannia Industries (BRIT IN) 2QFY24 Result Update: Looking beyond weak operating profit growth in 2HFY24 ; Maintain BUY with TP of Rs. 5,300/ India Vishal Gutka
02-Nov-2023 REC Ltd (RECL IN) - Health sanctions provides strong growth visibility India Manish Agarwalla
02-Nov-2023 Sun Pharma - Core operating performance remains strong; Maintain BUY with the pre-fixed TP of Rs 1250 India Surya Patra
01-Nov-2023 PNC Infratech 2QFY24 Update - Asset monetization to support growth Maintain BUY India Vikram Suryavanshi
01-Nov-2023 Godrej Consumer Products (GCPL IN) 2QFY24 Result Update: Keeping the faith alive ; Maintain BUY with TP of Rs. 1,075/ India Vishal Gutka
01-Nov-2023 Praj Industries 2QFY24 Update - Building sustainable business drivers Maintain BUY India Vikram Suryavanshi
01-Nov-2023 Thangamayil Jewellery (TJL IN) 2QFY24 Result Update: Hidden jewel in the crown ; Maintain BUY with TP of Rs. 1,600/ India Vishal Gutka
01-Nov-2023 Tata Consumer Products Ltd (TATACONS IN) 2QFY24 Result Update: India Vishal Gutka
01-Nov-2023 WIT (01 Nov): HFIs retain strength India Anjali Verma
01-Nov-2023 TCI Ltd 2QFY24 Update - Leveraging multimodal capabilities Maintain BUY India Vikram Suryavanshi
31-Oct-2023 Fiscal deficit- Fisc supported by robust tax collections; core sector growth decen India Anjali Verma
31-Oct-2023 KPIT Technologies 2QFY24 - Strong Performance & TCV; Outlook Positive; But all’s priced in- Maintain Neutral India Karan Uppal
31-Oct-2023 DCB Bank (DCBB IN) - Muted Performanc India Manish Agarwalla
31-Oct-2023 Larsen & Toubro Q2FY24: Order accretion & execution pace continue to impress (Maintain BUY India Umesh Raut
31-Oct-2023 Jindal Steel & Power Q2FY24: Expansion delayed; Near term positives factored in (Maintain Neutral) India Vikash Singh
31-Oct-2023 Financial Landscape - Deposit re-pricing hurting margin India Manish Agarwalla
31-Oct-2023 Gillette India Ltd (GILL IN) 1QFY24 (NOT RATED) Result Update: Higher A&P spends, moderation in grooming segment growth drags operating performance India Vishal Gutka
31-Oct-2023 Bharat Electronics Q2FY24: Outperformance to continue amid strong inflow (Maintain BUY) India Umesh Raut
31-Oct-2023 Financial Landscape - Deposit re-pricing hurting margin India Manish Agarwalla
31-Oct-2023 UPL Q2FY24 - Oct 2023 India Harmish Desai
31-Oct-2023 SRF Ltd - Hurt by temporary challenges; Structural growth outlook intact; Maintain BUY with lowered TP Rs 2570 India Surya Patra
30-Oct-2023 P&G Hygiene and Healthcare Ltd (PG IN) 1QFY24 (NOT RATED): Result Update - Steady operating performance India Vishal Gutka
30-Oct-2023 Marico Ltd (MRCO IN) 2QFY24 Result Update: 2HFY24 outlook improving, but rich valuations do not leave much on table; Maintain NEUTRAL rating with TP of Rs. 550/ India Vishal Gutka
30-Oct-2023 APL Apollo Tubes Q2DY24: Best performance so far; should get better (Maintain Buy India Vikash Singh
30-Oct-2023 TVS Motor (TVSL IN) : Margins continue to expand despite drag from EV - BUY (Maintained) India Saksham Kaushal
30-Oct-2023 Cipla - Strong Q2 but visible triggers priced-in; Maintain NEUTRAl with Pre-fixed TP of Rs 1070 India Surya Patra
30-Oct-2023 Mahindra and Mahindra Financial services (MMFS IN): Higher than expected credit costs weighed on profit India Shubhranshu Mishra
29-Oct-2023 Coromandel International Q2FY24 - Oct 2023 India Harmish Desai
29-Oct-2023 Dr Reddys Laboratories - Powered by gRevlimid benefits & steady growth in base biz; Maintain BUY with TP Rs 6200 India Surya Patra
29-Oct-2023 Maruti Suzuki (MSIL IN) : ASP and operating leverage to drive margins - BUY (Maintained India Saksham Kaushal
27-Oct-2023 ACC Ltd - Maintain Buy (PO Rs2,300) India Vaibhav Agarwal
27-Oct-2023 Jindal SAW Q4FY24: Best performance ever; Positive outlook intact India Vikash Singh
27-Oct-2023 RateGain Travel Tech 2QFY24 - Strong operating performance; Thesis playing out well - Maintain BUY India Karan Uppal
27-Oct-2023 Retail - Travel diaries India Ankit Kedia
26-Oct-2023 Shriram Finance Ltd (SHFL IN): Strong growth in 1H, 2H to follow suit India Shubhranshu Mishra
26-Oct-2023 Indian Bank (INBK IN) - Strong Performance across the parameters India Manish Agarwalla
26-Oct-2023 Asian Paints (APNT IN) 2QFY24 Result Update: The calm before the storm ; Maintain NEUTRAL with TP of Rs. 3,000/- India Vishal Gutka
26-Oct-2023 Colgate Palmolive (CLGT IN) 2QFY24 Result Update: Prioritizing profits over market development ; Maintain SELL with TP of Rs. 1,550/ India Vishal Gutka
26-Oct-2023 Westlife Foodworld Ltd (WLDL IN) 2QFY23 Result Update: Demand trends to remain sluggish ; Maintain BUY with TP of Rs, 1,015/ India Vishal Gutka
26-Oct-2023 Mahindra Logistics 2QFY24 Update - Short term impact of acquisition Maintain BUY India Vikram Suryavanshi
26-Oct-2023 Tech Mahindra 2QFY24 - Weak performance; Concerns on growth remain - Maintain SELL India Karan Uppal
25-Oct-2023 WIT (24 Oct): Strong festive led pick-up in consumption India Anjali Verma
25-Oct-2023 Axis Bank (AXSB IN) - Working towards sustainability India Manish Agarwalla
25-Oct-2023 Sona BLW PF Ltd (SONACOMS IN) : Strong order book supports medium term visibility - BUY (Maintained) India Saksham Kaushal
25-Oct-2023 Jubilant Foodworks (JUBI IN) 2QFY24 Result Update: 2HFY24 recovery largely priced in! ; Maintain NEUTRAL Rating with TP of Rs. 470/ India Vishal Gutka
23-Oct-2023 Balkrishna Industries Ltd (BIL IN) : Near term export demand continues to remain volatile - NEUTRAL (Maintained) India Saksham Kaushal
23-Oct-2023 Jyothy Laboratories (JYL IN): NOT RATED - Company Update | Detergent portfolio – “Sarva gunn sampann” India Vishal Gutka
23-Oct-2023 Financial Landscape - Banks: High cost of fund impacts core operating profit India Manish Agarwalla
23-Oct-2023 Sanghi Industries (SNGI IN) - Maintain buy - PO Rs190 India Vaibhav Agarwal
23-Oct-2023 Atul Ltd - Core Operating performance weakened further; Maintain SELL with pre-fixed TP of Rs 5300 India Surya Patra
22-Oct-2023 ICICI Bank (ICICIBC IN) - Cost of fund impacts NIM India Manish Agarwalla
22-Oct-2023 Kotak Mahindra Bank (KMB IN) - NII below expectation India Manish Agarwalla
21-Oct-2023 Agro Tech Foods (ATFL IN) 2QFY24 Result Update: All eyes on Food business performance going ahead ; Maintain NEUTRAL rating with TP of Rs. 720 India Vikash Singh
21-Oct-2023 JSW Steel Q2FY24: Strong performance; In a sweet spot to gain market share (Upgrade to BUY) India Vikash Singh
20-Oct-2023 Jindal Stainless Q2FY24: Turning into a strong cash flow story (Maintain Buy) India Vikash Singh
20-Oct-2023 Hindustan Zinc Q2FY24: No Near-term trigger; Volume growth is priced in (Maintain Neutral) India Vikash Singh
20-Oct-2023 Cyient 2QFY24 - Decent Results; Portfolio remains Volatile - Maintain NEUTRAL (Maintain India Karan Uppal
20-Oct-2023 Mphasis 2QFY24 - Weak Results; Risk Reward favorable – Maintain BUY India Karan Uppal
20-Oct-2023 Equitas SFB (EQUITASB IN) - Strong momentum in business India Manish Agarwalla
19-Oct-2023 Shoppers Stop: Healthy store expansion plans laid out till FY26 India Ankit Kedia
19-Oct-2023 Persistent Systems 2QFY24 - Strong performance; Robust TCV; Outlook Positive – Maintain BUY - India Karan Uppal
19-Oct-2023 ITC Ltd (ITC IN) 2QFY24 Result Update: Core continues to do well, while cyclical business disappoints ; Maintain BUY with Revised TP of Rs. 500/ India Vishal Gutka
19-Oct-2023 Hindustan Unilever Ltd (HUVR IN) 2QFY24 Result Update: Volume growth disappoints, margin surprises ; Maintain BUY with TP of Rs. 2,900/ India Vishal Gutka
19-Oct-2023 UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs9,700 India Vaibhav Agarwal
19-Oct-2023 Coforge 2QFY24 - Decent results; Continues to execute – Maintain BUY India Karan Uppal
19-Oct-2023 Nestle India (NEST IN) 3QCY23 Result Update: On a tear! ; Maintain BUY with TP of Rs. 26,000/ India Vishal Gutka
19-Oct-2023 WIT (17 Oct): Improvement in HF India Anjali Verma
18-Oct-2023 Bajaj Auto (BJAUT IN) : Premium bikes and 3W driving margins - BUY (Maintained) India Saksham Kaushal
18-Oct-2023 LTIMindtree 2QFY24 - Inline results; Decent TCV; Outlook Positive – Maintain BUY India Karan Uppal
18-Oct-2023 Indusind Bank (IIB IN) - In line performance, focus on granular growth India Manish Agarwalla
18-Oct-2023 Bandhan Bank (BANDHAN IN EQUTY) - Fresh delinquency remains elevated India Manish Agarwalla
18-Oct-2023 Wipro 2QFY24 - Weak Performance; Uninspiring Guidance; Valuations inexpensive – Maintain NEUTRAL India Karan Uppal
18-Oct-2023 Bajaj Finance (BAF IN): Loan growth/customer acquisition momentum unabated India Shubhranshu Mishra
17-Oct-2023 L&T Technology Services 2QFY24 - Decent Results; Guidance cut reflects weak spending environment – Maintain Neutral India Karan Uppal
17-Oct-2023 VST Industries Limited (VST IN) 2QFY24: Result Update (NOT RATED) - Market share loss continues India Vishal Gutka
17-Oct-2023 Ceat Ltd (CEAT IN) : RM headwinds a concern - NEUTRAL (Maintained) India Saksham Kaushal
17-Oct-2023 Dalmia Bharat (DALBHARA IN) - Maintain BUY - PO Rs2,650 India Vaibhav Agarwal
16-Oct-2023 HDFC Bank (HDFCB IN) - Core performance below expectation India Manish Agarwalla
16-Oct-2023 Financial Landscape - Diversified Financials: Good start in the power play India Manish Agarwalla
15-Oct-2023 Avenue Supermarts : Lag in apparel sales continues to impact margins India Ankit Kedia
13-Oct-2023 HCL Tech 2QFY24 - Mixed results; Outlook remains uncertain – Maintain Neutral India Karan Uppal
12-Oct-2023 CPI, IIP : Inflation plunged; IIP sturdy India Anjali Verma
12-Oct-2023 Infosys 2QFY24 - Strong results, Robust TCV; Near term outlook remains weak – Maintain NEUTRAL India Karan Uppal
11-Oct-2023 WIT (10 Oct): Domestic macros intact; geo-political worries escalate India Anjali Verma
11-Oct-2023 MF Tracker (Sep) - Strong equity net flows; buying in Utilities; selling in Financials India Anjali Verma
11-Oct-2023 TCS 2QFY24 - Mixed results; Robust TCV to help in growth revival – Maintain BUY India Karan Uppal
10-Oct-2023 Siemens - KTAs from Innovation Day 2023 (Maintain Neutral with TP Rs 3,400 India Umesh Raut
10-Oct-2023 Agriculture Inputs Q2 FY24 Preview - Oct 2023 India Harmish Desai
10-Oct-2023 ERW Pipe Sector Initiation - direct proxy to infra-construction demand rush India Vikash Singh
09-Oct-2023 Consumer & Retail : 2QFY24 Results Preview - Rural recovery, RM volatility – key monitorable for 2HFY24 India Vishal Gutka
09-Oct-2023 Hindalco Company Update: Enhancing downstream capabilities; promising long-term play (Maintain Buy) India Vikash Singh
09-Oct-2023 Capital Goods Q2FY24 Preview: Healthy ordering; steady execution India Umesh Raut
07-Oct-2023 Metals Q2FY24 Results Preview - Lower realisations offsetting cost benefits India Vikash Singh
06-Oct-2023 Financials - Moderate earnings, outlook key India Manish Agarwalla
06-Oct-2023 Monetary Policy: Rates and policy stance – in line; Liquidity management to continue India Anjali Verma
06-Oct-2023 Q2FY24 Earnings Preview: Earnings growth to remain strong India Anjali Verma
05-Oct-2023 IT Services Preview Q2FY24 - Marginally better growth; TCVs remain strong India Karan Uppal
05-Oct-2023 Consumer Electronics + EMS: Q2FY24 Result Preview; Weak consumer demand sentiment, strong EMS outlook India Vishal Gutka
05-Oct-2023 Pharma Q2FY24 Preview: Improved US neutralises slowing India formulations; Key Top Q2FY24 result picks: Positive: ARBP, ZYDUSLIF, DRRD India Surya Patra
04-Oct-2023 WIT (3 Oct): Marginal dip in HFIs, yet strong India Anjali Verma
03-Oct-2023 Macro & Strategy (Monthly): PCI Index dips from an all-time high dragged by equities; economic and industrial indicators decent India Anjali Verma
03-Oct-2023 Specialty Chemicals Q2FY24 Preview: Weak demand & pricing lead a dismal show; Results picks: NEGATIVE – ATLP, ARTO & SRF India Surya Patra
02-Oct-2023 Financial Landscape - Business update by banks suggest strong loan growth India Manish Agarwalla
01-Oct-2023 Vedanta Company Update: Splitting business to unlock value; all eyes on debt-management (Upgrade to Buy) India Vikash Singh
01-Oct-2023 Fiscal deficit- Deficit tamed with surge in tax collection; core sector growth robust India Anjali Verma
27-Sep-2023 Metals Monthly Wrap - September 2023 India Vikash Singh
27-Sep-2023 WIT (26 Sep): HFIs indicate robust economic activity India Anjali Verma
25-Sep-2023 Financial Landscape - Fortnightly improvement in credit demand India Manish Agarwalla
24-Sep-2023 Hindustan Zinc Company Update: Positives largely priced in (Maintain Neutral) India Vikash Singh
23-Sep-2023 Gillette India Ltd (GILL IN) : NOT RATED : Analyst Meet Takeaways India Vishal Gutka
23-Sep-2023 P&G Hygiene and Healthcare Ltd (PG IN): NOT RATED - Analyst Meet Takeaway India Vishal Gutka
18-Sep-2023 HDFC Bank (HDFCB IN) - Analyst Day: Key takeaway India Manish Agarwalla
18-Sep-2023 WIT (12 Sep): Slight weekly dent from the highs; overall macros sturdy India Anjali Verma
18-Sep-2023 Financial Landscape - Lenders ready for festive season India Manish Agarwalla
17-Sep-2023 Tata Steel Company update: Tata to stay invested in UK- Near term cash outflow; long term beneficial (Maintain Buy India Vikash Singh
15-Sep-2023 Bharat Dynamics - FY23 AR Review: On course backed by strong order book (Maintain BUY) India Umesh Raut
15-Sep-2023 Dabur India (DABUR IN): Analyst Meet Update - Dabur 2.0: More of the same ; Maintain BUY with TP of Rs. 600/ India Vishal Gutka
13-Sep-2023 Bajaj Finance (BAF IN): Is the juice worth the squeeze? India Shubhranshu Mishra
12-Sep-2023 CPI, IIP : Inflation eased, yet elevated; IIP improved India Anjali Verma
12-Sep-2023 MF Tracker (Aug) - Strong equity net flows; buying in IT; selling in Financials India Anjali Verma
12-Sep-2023 Financial Landscape - Credit offtake moderating amidst surging ancillary business India Manish Agarwalla
11-Sep-2023 Solar Industries India Ltd - Plant Visit Note: Beyond the blast: Solar’s explosives focus; Maintain BUY with TP Rs 5,689 India Umesh Raut
11-Sep-2023 G20 New Delhi Declaration: A Success – India’s diplomacy and progressing stature win India Anjali Verma
11-Sep-2023 Strategy – Nifty Weight Analysis: Investment-oriented sectors gained most, should extend India Anjali Verma
04-Sep-2023 Macro & Strategy (Monthly): PCI Index at all-time high reflecting all-round resilience; Festivities to add to shine India Anjali Verma
04-Sep-2023 Sanghi Industries (SNGI IN) - Disruption is on its way: SNGI will change Adani’s fortune! - CONVICTION BUY & MULTI-BAGGER - CURRENT PO Rs190 India Vaibhav Agarwal
04-Sep-2023 Auto Finance NBFCs: Is El-Nino impact and Armageddon? India Shubhranshu Mishra
04-Sep-2023 Macro & Strategy (Monthly): PCI Index at all-time high reflecting all-round resilience; Festivities to add to shine India Anjali Verma
01-Sep-2023 Fiscal deficit- Muted tax revenue risks fiscal math; Core sector growth strong India Anjali Verma
31-Aug-2023 Q1FY24 GDP : Economy proved its resilience; driven by Services and GFCF India Anjali Verma
31-Aug-2023 RateGain Travel Tech ARA - Focused on client mining, partnerships, and M&A for growth – Maintain BUY India Karan Uppal
31-Aug-2023 Gillette India Ltd (GILL IN): NOT RATED - 4QFY23 Result Update: Double digit revenue growth despite normalized base India Vishal Gutka
30-Aug-2023 WIT (29 Aug): India HFD consistently robust India Anjali Verma
30-Aug-2023 WIT (29 Aug): India HFD consistently robust India Anjali Verma
30-Aug-2023 Model portfolio - Festive season to enhance growth buoyancy, taking a diversified approach across sectors/mcaps India Anjali Verma
29-Aug-2023 P&G Hygiene and Healthcare Ltd (PG IN) - NOT RATED: 4QFY23 Result Update: Strong base business growth and reduction in A&P spends drives beat in earnings India Vishal Gutka
23-Aug-2023 Metals Monthly Wrap - August 2023 India Vikash Singh
23-Aug-2023 WIT (22 Aug): HFD records w-o-w improvement; overall activity strong India Anjali Verma
20-Aug-2023 Hindustan Aeronautics Ltd - FY23 AR Review: Charting clear skies: Focus on localisation, self-reliance, R&D (Maintain Neutral) India Umesh Raut
18-Aug-2023 Infrastructure Q1FY24 - The ‘order-book-keeper’ – Momentum continues India Vikram Suryavanshi
18-Aug-2023 JK Cement Ltd (JKCE IN) - Maintain Buy (PO Rs4,000): India Vaibhav Agarwal
18-Aug-2023 Retail Sector - Q1FY24 result review: All eyes on second half India Ankit Kedia
17-Aug-2023 NMDC Ltd 1QFY24: Better 1Q volumes builds confidence; Guidance remained strong India Vikash Singh
17-Aug-2023 Kalpataru Projects International Q1FY24: Strong show; earnings momentum to continue (Maintain BUY) India Umesh Raut
16-Aug-2023 Q1FY24 Earnings Review: Strong earnings growth momentum continued India Anjali Verma
16-Aug-2023 KDDL 1QFY24 Update - Strong recovery priced in Downgrade to Neutral India Vikram Suryavanshi
16-Aug-2023 KNR Construction Q1FY24 - Modest results; focus on quality orders India Vikram Suryavanshi
16-Aug-2023 Ahluwalia Contracts Q1FY24 - Strong results supported by robust orderbook; expensive valuations Downgrade to Neutral India Vikram Suryavanshi
16-Aug-2023 Vinati Organics - Weak ATBS demand hurts FY24; Maintain NEUTRAL with pre-fixed TP of Rs 1900 India Surya Patra
16-Aug-2023 Q1FY24 Earnings Review: Strong earnings growth momentum continued India Anjali Verma
16-Aug-2023 Aurobindo Pharma - Strong margin outlook but largely priced in; Downgrade to NEUTRAL with TP Rs 900: India Surya Patra
15-Aug-2023 CG Consumer Electricals Ltd (NEU; TP: 321) Q1FY24 Result: Short-term headwinds impacted margins, recovery in H2 India Vishal Gutka
15-Aug-2023 CPI Inflation: Surge to 7.4%, led by food inflation; Core dips India Anjali Verma
15-Aug-2023 Biocon - Plants clearance remain the key to the near-term growth; Maintain BUY with TP of Rs 310 India Surya Patra
15-Aug-2023 Bharat Electronics - FY23 AR Review: Fortifying competencies and expanding frontiers (BUY India Umesh Raut
15-Aug-2023 Divis Laboratories - Recovery in gross margins complements ahead: Maintain Neutral with TP Rs 3300 India Surya Patra
14-Aug-2023 Jindal Saw 1QFY24: Stellar performance continues along with strong earning visibility India Vikash Singh
14-Aug-2023 Mangalam Cement (MGC IN) - Maintain BUY - PO Rs410 India Vaibhav Agarwal
14-Aug-2023 Star Cement (STRCEM IN) - Downgrade to Neutral (PO Rs160 India Vaibhav Agarwal
14-Aug-2023 Allcargo Logistics 1QFY24 Update - Short term headwinds Downgrade to Neutral India Vikram Suryavanshi
14-Aug-2023 Jindal Saw 1QFY24: Stellar performance continues along with strong earning visibility India Vikash Singh
13-Aug-2023 IPCA Laboratories - Below expected guidance; Unichem acquisition to dilute EPS; Downgrade to SELL with TP Rs 740 India Surya Patra
13-Aug-2023 ABB India Q2CY23: Priced to perfection (Maintain Neutral) India Umesh Raut
13-Aug-2023 Muthoot Finance (MUTH IN): Pick-up in gold loan, seems like a breakout India Shubhranshu Mishra
13-Aug-2023 PNC Infratech 1QFY24 Update - Asset monetization to support growth Maintain BUY India Vikram Suryavanshi
13-Aug-2023 MTAR Technologies Q1FY24: Accelerating growth with key strategic moves (Maintain BUY) India Umesh Raut
13-Aug-2023 NCC Ltd Q1FY24 - Strong execution; thesis intact India Vikram Suryavanshi
13-Aug-2023 Power Finance Corporation (POWF IN) - PAT above expectation, Loan growth improves India Manish Agarwalla
13-Aug-2023 G R Infraprojects Ltd Q1FY24 Update - Modest growth with softer margins Maintain Neutral India Vikram Suryavanshi
13-Aug-2023 Zydus Lifesciences - Robust core operating performance ; Maintain BUY with raised TP Rs 725 India Surya Patra
12-Aug-2023 National Aluminium Q1FY24: Lower CoP to nullify realization hit; Outlook positive (Maintain Buy) India Vikash Singh
12-Aug-2023 Bata India: New initiatives to benefit in medium term India Ankit Kedia
12-Aug-2023 Endurance Technologies (ENDU IN) : Order wins continue to impress, even in the EV segment - BUY (Maintain) India Saksham Kaushal
12-Aug-2023 Hero MotoCorp (HMCL IN) : Poised for volume recovery as new launches ramp up - BUY (Maintain) India Saksham Kaushal
12-Aug-2023 Apollo Tyres (APTY IN) : Focus shifts to soft global demand, as RM benefits priced in - NEUTRAL (Maintained) India Saksham Kaushal
12-Aug-2023 MF Tracker (Jul) - Increase in net flows; buying in Industrials; selling in Financials India Anjali Verma
11-Aug-2023 SAIL Q1FY24: Bottomed out quarter; Performance set to improve (Maintain Buy) India Vikash Singh
11-Aug-2023 Concor 1QFY24 Update - Shift to slow lane Maintain BUY India Vikram Suryavanshi
11-Aug-2023 Jindal Steel & Power Q1FY24: Volume growth sometime away; Positives factored in India Vikash Singh
11-Aug-2023 PI Industries Q1FY24 - Aug 2023 India Harmish Desai
10-Aug-2023 Page Industries: ARS impacts fades but subdued demand sustains India Ankit Kedia
10-Aug-2023 Manappuram Finance (MGFL IN): AUM and profit range-bound in last 4 quarters India Shubhranshu Mishra
10-Aug-2023 Indo Count Industries 1QFY24 Update - Creating leadership position Maintain BUY India Vikram Suryavanshi
10-Aug-2023 V-Mart Retail: Profitability to remain under pressure India Ankit Kedia
10-Aug-2023 The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs220 India Vaibhav Agarwal
10-Aug-2023 Monetary Policy: Liquidity tightened for a month India Anjali Verma
10-Aug-2023 VRL Logistics 1QFY24 Update - Capitalizing volume growth opportunity Maintain BUY India Vikram Suryavanshi
10-Aug-2023 Pennar Industries 1QFY24 - Capex to drive value added growth Maintain BUY India Vikram Suryavanshi
10-Aug-2023 Trent: Continues to deliver high growth at the cost of margins India Ankit Kedia
10-Aug-2023 Aarti Industries - Weak Q1 and worst to follow; Maintain Neutral rating with lowered TP of Rs 450 India Surya Patra
09-Aug-2023 Adani Ports & SEZ 1QFY24 Update - Improvement in operating performance Maintain BUY India Vikram Suryavanshi
09-Aug-2023 Bharat Forge (BHFC IN) : Medium term visibility improves as newer verticals take off - BUY (Maintain) India Saksham Kaushal
09-Aug-2023 Ratnamani Metals & Tubes Q1FY24: Volume driven growth story to continue; Positive outlook Intact (Maintain Buy) India Vikash Singh
09-Aug-2023 Data Patterns India Q1FY24: Strategic Ascension - Navigating new horizon (Maintain Neutral) India Umesh Raut
09-Aug-2023 WIT (8 Aug): Mixed HFD; Likely Inflation surge and Hawkish RBI India Anjali Verma
08-Aug-2023 Godrej Consumer Products (GCPL IN) 1QFY24 Result Update: Walking the talk ; Maintain BUY with TP of Rs. 1,150/ India Vishal Gutka
08-Aug-2023 Balkrishna Industries Ltd (BIL IN) : Near term demand to remain volatile, especially for exports - NEUTRAL (Maintain) India Saksham Kaushal
08-Aug-2023 Emami (HMN IN) 1QFY24 Result Update: Unfavorable summer season drags overall performance ; Maintain NEUTRAL with TP of Rs. 490/- India Vishal Gutka
08-Aug-2023 Britannia Industries (BRIT IN) 1QFY24 Result Update: Short term pain; Long term gain ; Maintain BUY with TP of Rs. 5,200/- India Vishal Gutka
08-Aug-2023 RateGain Travel Tech Q1FY24 - Strong performance; Thesis playing out well – Maintain BUY India Karan Uppal
08-Aug-2023 Hindalco Q1FY24: Novelis to drive performance; worst is largely behind (Maintain Buy) India Vikash Singh
08-Aug-2023 Chambal Fertilisers Q1FY24 - Jul 2023 India Harmish Desai
08-Aug-2023 Repco Home Finance (REPCO IN): Rate hike led to stable spreads sequentially India Shubhranshu Mishra
08-Aug-2023 GE T&D India Q1FY24: Ticking all the right boxes (Maintain BUY) India Umesh Raut
08-Aug-2023 Siemens Q3FY23: Miss on order inflows & margins (Maintain Neutral) India Umesh Raut
07-Aug-2023 Lupin Trades ahead of visible triggers; Downgrades to SELL with TP of Rs 850 India Surya Patra
07-Aug-2023 Welspun Corp Q1FY24: Good set of numbers; Positive outlook maintained (Maintained Buy) India Vikash Singh
06-Aug-2023 Mahindra & Mahindra (MM IN) : Strong quarter; still why RBL? - BUY (Maintain) India Saksham Kaushal
06-Aug-2023 Cummins India Q1FY24: Risk-reward turns unfavorable (Downgrade to Neutral) India Umesh Raut
06-Aug-2023 Bank of Baroda (BOB IN) - Core performance moderates India Manish Agarwalla
05-Aug-2023 KEC International Q1FY24: Valuation caps upside potential (Maintain Neutral) India Umesh Raut
05-Aug-2023 Solar Industries India Q1FY24: Growth prospects attractive, moats widening (Maintain BUY) ( India Umesh Raut
04-Aug-2023 State Bank of India (SBIN IN) - Below expectation due to drag in margin India Manish Agarwalla
04-Aug-2023 ABFRL: Underperformance to sustain in near-term India Ankit Kedia
04-Aug-2023 LIC Housing Finance (LICHF IN): Margin to stabilize at 2.6% in FY24E India Shubhranshu Mishra
04-Aug-2023 Devyani International Ltd (DEVYANI IN) 1QFY24 Result Update: Negative operating leverage drags down margins ;Maintain NEUTRAL with TP of Rs. 190/ India Vishal Gutka
04-Aug-2023 Sun Pharma - Continued outperformance in core operations; Maintain BUY with TP Rs 1250 India Surya Patra
03-Aug-2023 Dabur India (DABUR IN) 1QFY24 Result Update :Not completely out of woods yet; Maintain NEUTRAL with TP of Rs. 575/ India Vaibhav Agarwal
03-Aug-2023 Eicher Motors (EIM IN) : Price hike and cost savings drove margin beat - NEUTRAL (Maintain) India Saksham Kaushal
03-Aug-2023 Ambuja Cements (ACEM IN) - Adani plays yet another masterstroke! - Upgrade to BUY (PO Rs550) India Vaibhav Agarwal
03-Aug-2023 Macro & Strategy (Monthly): PCI soar led by equities rally India Anjali Verma
02-Aug-2023 Cholamandalam Finance (CIFC IN) Management upbeat on growth in FY24E India Vikash Singh
02-Aug-2023 Thermax Q1FY24: Strong ordering to reflect in growth (Maintain BUY India Umesh Raut
02-Aug-2023 Maharashtra Seamless Q1FY24: Good performance to continue; Outlook stable (Maintain Buy) India Vikash Singh
02-Aug-2023 Titan Company (TTAN IN) 1QFY24: Result Update - Priced to perfection; Downgrade to NEUTRAL with TP of Rs. 3,100 India Vishal Gutka
02-Aug-2023 WIT (1 Aug): Overall buoyant activity India Anjali Verma
02-Aug-2023 Sapphire Foods India Ltd (SAPPHIRE IN) 1QFY24: Result Update - KFC holds on, Pizza hut continues to disappoint ; Maintain BUY with TP of Rs. 1,700 India Vishal Gutka
02-Aug-2023 TCI Ltd 1QFY24 Update - Leveraging multimodal capabilities Maintain BUY India Vikram Suryavanshi
02-Aug-2023 Gateway Distriparks 1QFY24 - Expanding reach Maintain BUY India Vikram Suryavanshi
02-Aug-2023 Ambuja Cements (ACEM IN) - Maintain Neutral - PO Rs430 India Vaibhav Agarwal
01-Aug-2023 GE T&D India - FY23 AR Review: Well placed to benefit from rebound in transmission capex (BUY India Umesh Raut
01-Aug-2023 UPL Q1FY24 - Aug 2023 India Harmish Desai
01-Aug-2023 HG Infra Engineering Ltd Q1FY24 - Strong growth; Stable margins; Story intact India Vikram Suryavanshi
01-Aug-2023 Escorts Kubota Ltd (ESC IN) : Margin improvement led by favorable RM - NEUTRAL (Maintain) India Saksham Kaushal
01-Aug-2023 Maruti Suzuki (MSIL IN) : ASP increase continues; SMG acquisition a positive - BUY (Maintain India Saksham Kaushal
01-Aug-2023 UPL Q1FY24 - Aug 2023 India Harmish Desai
31-Jul-2023 JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1,000 India Vaibhav Agarwal
31-Jul-2023 Fiscal deficit rose to 25% of BE; core sector growth improved India Anjali Verma
31-Jul-2023 Equitas SFB (EQUITASB IN) - Moderating credit cost drives earning India Manish Agarwalla
31-Jul-2023 Coromandel International Q1FY24 - Jul 2023 India Harmish Desai
31-Jul-2023 Deepak Fertiliser Q1FY24 - Jul 2023 India Harmish Desai
28-Jul-2023 Marico Ltd (MRCO IN) 1QFY24 Result Update: Outlook improving, but rich valuations do not leave much on table ; Maintain NEUTRAL with TP of Rs. 560/- India Vishal Gutka
28-Jul-2023 DCB Bank (DCBB IN) - Performance below expectation India Manish Agarwalla
28-Jul-2023 Mahindra and Mahindra Financial Services (MMFS IN): Higher than expected credit costs weighed on profit India Shubhranshu Mishra
28-Jul-2023 Bharat Electronics Q1FY24: Beats consensus; Upgrades to continue (Maintain BUY India Umesh Raut
28-Jul-2023 Agro Tech Foods (ATFL IN) 1QFY24 Result Update: All eyes on Food business performance going ahead ; Maintain NEUTRAL Rating with TP of Rs. 710/ India Vishal Gutka
28-Jul-2023 ACC Ltd (ACC IN) - Maintain BUY - PO Rs2,300: India Vaibhav Agarwal
28-Jul-2023 Mahindra Logistics 1QFY24 Update - Expanding portfolio for integrated services Maintain BUY India Vikram Suryavanshi
27-Jul-2023 ta Consumer Products Ltd (TATACONS IN) 1QFY24 Result Update: Growth business to revive up overall revenue growth in an otherwise moderate vol growth scenario for core categories India Vishal Gutka
27-Jul-2023 Nestle India (NEST IN) 2QCY23: Result Update - Juggernaut on a roll - Maintain BUY with TP of Rs. 24,600/- India Vishal Gutka
27-Jul-2023 Westlife Foodworld Ltd (WLDL IN) 1QFY24 Result Update: Relatively better placed vs competition ; Maintain BUY with TP of Rs. 1.050/ India Vishal Gutka
27-Jul-2023 Sona BLW PF Ltd (SONACOMS IN) : New EV program wins expand the orderbook further - BUY (Maintain) India Saksham Kaushal
27-Jul-2023 Praj Industries 1QFY24 Update : Building sustainable business drivers Maintain BUY India Vikram Suryavanshi
27-Jul-2023 Indian Bank (INBK IN) - Strong Performance across the board India Manish Agarwalla
27-Jul-2023 Jindal Stainless Q1FY24: Volume led growth story to continue. (Maintain Buy) India Vikash Singh
27-Jul-2023 Shriram Finance Ltd (SHFL IN): PAT beat due to better than expected credit cost India Shubhranshu Mishra
27-Jul-2023 Aegis Logistics 1QFY24 Update - Capex to drive growth Maintain SELL India Vikram Suryavanshi
27-Jul-2023 Shree Cement (SRCM IN) - Maintain BUY - PO Rs28,000 India Vaibhav Agarwal
26-Jul-2023 Cipla (CIPLA IN): Visible triggers priced in; Downgrade to Neutral with pre-fixed TP Rs 1070 India Surya Patra
26-Jul-2023 Dr Reddys Labs: Best beneficiary of gRevlimid & set for an all-round progress; BUY with raised TP of Rs 6200 India Surya Patra
26-Jul-2023 Tech Mahindra 1QFY24 - Disappointing performance; Concerns on Growth Remain – Downgrade to SELL India Karan Uppal
26-Jul-2023 Axis Bank (AXSB IN) - Working towards sustainability India Manish Agarwalla
26-Jul-2023 Ceat Ltd (CEAT IN) : RM cost benefit continued - NEUTRAL (Maintain) India Saksham Kaushal
26-Jul-2023 Avenue Supermarts:FY23 AR analysis and investor call key takeaways India Ankit Kedia
26-Jul-2023 Metals Monthly Wrap - July 2023 India Vikash Singh
26-Jul-2023 Colgate Palmolive (CLGT IN) 1QFY24 Result Update: Strong no’s, but structural issues continues to persist ; Maintain SELL with TP of Rs. 1,550/ India Vishal Gutka
26-Jul-2023 Bajaj Finance (BAF IN): Management increased growth and RoE guidance for FY24 India Shubhranshu Mishra
26-Jul-2023 KPIT Technologies Ltd 1QFY24 - Strong Performance & TCV; Outlook Positive; But all’s priced in– Maintain Neutral India Karan Uppal
26-Jul-2023 WIT (25 Jul): India HFD consistently improving; Focus on Fed policy India Anjali Verma
26-Jul-2023 SRF Ltd - Industry challenges check growth momentum in the near-term; Maintain BUY with lower TP Rs 2080 India Surya Patra
26-Jul-2023 Larsen & Toubro Q1FY24: Order accretion & execution pace continue to impress (Maintain BUY) India Umesh Raut
25-Jul-2023 Cyient 1QFY24 - Inline performance; Portfolio Remains Volatile – Maintain Neutral India Karan Uppal
25-Jul-2023 Bajaj Auto (BJAUT IN) : Exports to pick up, while Triumph bookings look promising - BUY (Maintain) India Saksham Kaushal
25-Jul-2023 Tata Motors (TTMT IN) : JLR EBIT margin of 7.5% is impressive - BUY (Maintain) India Saksham Kaushal
25-Jul-2023 Asian Paints (APNT IN) 1QFY24 : Result Update - Noise around competition to overshadow improved profitability ; Maintain NEUTRAL with Unchanged TP of Rs. 3,200/ India Vishal Gutka
25-Jul-2023 Jubilant Foodworks (JUBI IN) 1QFY24: Result Update - Not out of the woods yet ; Maintain NEUTRAL rating with TP of Rs. 465 India Vishal Gutka
25-Jul-2023 Shopper Stop: Growth and margins expected to recover in H2FY24 India Ankit Kedia
25-Jul-2023 Tata Steel Q1FY24: Outlook improving; India continue to drive earnings (Maintain Buy) India Vikash Singh
24-Jul-2023 Ashok Leyland (AL IN) : Sustaining of improved cost structure, Upgrade to buy - BUY (Upgrade) India Saksham Kaushal
24-Jul-2023 TVS Motor (TVSL IN) : Margins sustained despite drag in exports and EV - BUY (Maintain) India Saksham Kaushal
24-Jul-2023 Atul Ltd - Q1 surprised +vely; Industry dynamics are worsened further: Maintain SELL with TP Rs 5600 India Surya Patra
22-Jul-2023 Kotak Mahindra Bank (KMB IN) - Stellar performance aided by treasury gain India Manish Agarwalla
22-Jul-2023 ICICI Bank (ICICIBC IN) - Strong core performanc India Manish Agarwalla
22-Jul-2023 Vedanta Ltd Q1FY24: Propensity for capex amid rising debt to impact earnings. (Maintain Neutral) India Vikash Singh
21-Jul-2023 Hindustan Zinc Q1FY23: Outlook improving but valuations stretched; Dividend story concluded (Upgrade to Neutral) India Vikash Singh
21-Jul-2023 Persistent Systems 1QFY24 - Strong performance; Continues to execute in tough environment – Maintain BUY India Karan Uppal
21-Jul-2023 JSW Steel Q1FY24: Volume growth story intact; Positives largely factored in (Maintain Neutral) India Vikash Singh
21-Jul-2023 UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs9200: India Vaibhav Agarwal
21-Jul-2023 Dalmia Bharat (DALBHARA IN) - Maintain Buy - PO Rs2,250 India Vaibhav Agarwal
21-Jul-2023 Hindustan Zinc Q1FY23: Outlook improving but valuations stretched; Dividend story concluded (Upgrade to Neutral) India Vikash Singh
21-Jul-2023 HeidelbergCement India Ltd (HEIM IN) - Maintain BUY - PO Rs220 India Vaibhav Agarwal
21-Jul-2023 Mphasis Ltd 1QFY24 - Muted Growth; Robust TCV; Risk Reward favourable– Maintain BUY India Karan Uppal
20-Jul-2023 Hindustan Unilever Ltd (HUVR IN) 1QFY24: Result Update - Weak operating performance ; Maintain BUY with Revised TP of Rs. 3,000 India Vishal Gutka
20-Jul-2023 Infosys Ltd 1QFY24 - Inline results; FY24 Guidance Cut reflect weak demand in near term – Downgrade NEUTRAL India Karan Uppal
20-Jul-2023 Coforge Ltd 1QFY24 - Strong growth; Robust TCV; Continues to execute – Maintain BUY India Karan Uppal
20-Jul-2023 Shoppers Stop:FY23 AR analysis: Private brands and beauty drive growth India Ankit Kedia
18-Jul-2023 Indusind Bank (IIB IN) - Focus on granular growth India Manish Agarwalla
18-Jul-2023 L&T Technology Services 1QFY24 - Modest performance; FY24 Guidance Aggressive – NEUTRAL (Maintain) India Karan Uppal
18-Jul-2023 Logistics infrastructure - Focus on transformation and elevation India Vikram Suryavanshi
17-Jul-2023 HDFC Bank (HDFCB IN): Earnings In line, Stable NIMs; higher Opex (BUY - Maintain) India Manish Agarwalla
17-Jul-2023 LTIMindtree 1QFY24 - Mixed results; Strong TCV; Outlook Positive – Maintain BUY India Karan Uppal
16-Jul-2023 Avenue Supermarts: Unfavorable category mix continues to hinder margin India Ankit Kedia
15-Jul-2023 VST Industries Limited (VST IN) 1QFY24 - NOT RATED - Result Update: Inferior sales mix and sharp inflation in commodity cost drags profitability; Negative read through for ITC India Vishal Gutka
15-Jul-2023 Bandhan Bank (BANDHAN IN EQUTY) - Weak collection led to Stress in the portfolio India Manish Agarwalla
13-Jul-2023 IT Services Deal Monitor: ISG Q2CY23 Managed services dealflow remains robust India Karan Uppal
13-Jul-2023 Wipro 1QFY24 - Weak growth; uninspiring guidance; Outlook remains uncertain– NEUTRAL (Maintain) India Karan Uppal
13-Jul-2023 TCS 1QFY24 - Inline results; Robust TCV to help in growth revival – Maintain BUY India Karan Uppal
13-Jul-2023 HCL Technologies 1QFY24 - Weak results dragged by ER&D; FY24 guidance aggressive – NEUTRAL (Maintain) India Karan Uppal
12-Jul-2023 WIT (11 Jul): Largely stable to positive India Anjali Verma
12-Jul-2023 CPI, IIP : Inflation paced higher led by food prices; IIP healthy India Anjali Verma
10-Jul-2023 Defence Sector: Boom and boons - Rocketing to new highs India Umesh Raut
10-Jul-2023 Agriculture Inputs Q1 FY24 Preview - Jul 2023 India Harmish Desai
08-Jul-2023 Strategy: Q1FY24 Earnings Preview: Strong Earnings growth anticipated after a years’ gap India Anjali Verma
07-Jul-2023 Copenhagen Hospitality Pvt Ltd: UNLISTED - COMPANY UPDATE - La Pinoz: 3rd largest pizza brand, home-grown success India Vishal Gutka
07-Jul-2023 Consumer & Retail sector - 1QFY24: Preview Update - Benign RM index and uptick in volume growth to drive improvement in profitability India Vishal Gutka
07-Jul-2023 Metals 1QFY24 Results Preview - Lower realisations took away shine from ferrous and non-ferrou India Vikash Singh
07-Jul-2023 Financials: Preview - Earnings strong, but outlook key India Manish Agarwalla
07-Jul-2023 Pharma Q1FY24 Preview: A mixed bag; Top Pick - Positive: ZYDUSLIF, DRRD, Cipla; & Negative: DIVI, IPCA India Surya Patra
05-Jul-2023 Eicher Motors (EIM IN) : Serious competition enters the market - NEUTRAL (Downgrade) India Saksham Kaushal
05-Jul-2023 Capital Goods Q1FY24 Preview: Healthy quarter led by margin uptick & steady execution India Umesh Raut
05-Jul-2023 Macro & Strategy (Monthly): PCI progressed for the third month; equity markets soa India Anjali Verma
05-Jul-2023 Electrosteel Castings Company Update: Outlook positive; Higher volumes and debt reduction to drive value (Not Rated) India Vikash Singh
05-Jul-2023 Hero MotoCorp (HMCL IN) : Harley Davidson 440X – a worthy challenger - BUY (Maintain) India Saksham Kaushal
04-Jul-2023 IT Services Preview Q1FY24 - Soft quarter impacted by near term demand weakness India Karan Uppal
04-Jul-2023 Macro & Strategy (Monthly): PCI progressed for the third month; equity markets soa India Anjali Verma
04-Jul-2023 1QFY24 CMIE capex: Weak new announcements/quality on a high base India Umesh Raut
04-Jul-2023 Specialty Chemicals Q1FY24 Preview: One of the worst quarters; A similar to follow India Surya Patra
29-Jun-2023 Logistics monthly update - Major ports and container volume tracker India Vikram Suryavanshi
28-Jun-2023 Deepak Fertilisers and Petrochemicals Corporation Limited - Initiating Coverage (BUY, TP: Rs 687) India Harmish Desai
24-Jun-2023 Financials - NIMs stable, loans resilient, stocks underrated , ready for risk India Manish Agarwalla
24-Jun-2023 SRF Ltd - FY23 annual report analysis: Instils confidence; BUY with TP Rs 3050 India Surya Patra
24-Jun-2023 Apollo Tyres (APTY IN) : Efficient plant in AP is impressive & with latest technologies - NEUTRAL (Maintain) India Saksham Kaushal
22-Jun-2023 Accenture Q3FY23: In line results; Outsourcing growth and bookings remains strong India Karan Uppal
22-Jun-2023 Metals Monthly Wrap - June 2023 India Vikash Singh
22-Jun-2023 Auto : Green ‘alright’ but what about Grey – Tryst with an EV India Saksham Kaushal
21-Jun-2023 WIT (20 Jun): Largely positive India Anjali Verma
20-Jun-2023 Coforge: Focused on execution in a tough environment - Maintain BUY India Karan Uppal
20-Jun-2023 IT Services: Automotive ER&D spending in the fast lane India Karan Uppal
19-Jun-2023 Shoppers Stop: Beauty distribution business to have high ROCEs India Ankit Kedia
16-Jun-2023 JK Cement (JKCE IN): Reiterate BUY - PO Rs4,000 India Vaibhav Agarwal
15-Jun-2023 KEC International (KECI IN): Margin recovery & balance sheet discipline key monitorables (Maintain NEUTRAL) India Umesh Raut
15-Jun-2023 Ashok Leyland (AL IN) : Strong aspirations in a highly competitive industry - NEUTRAL (Maintain) India Saksham Kaushal
15-Jun-2023 Ceat Ltd (CEAT IN) : Mix to improve but key segment 2W still to recover - NEUTRAL (Maintain) India Saksham Kaushal
15-Jun-2023 Corporate Cost Structure (Detailed Analysis): Lower cost to further aid margins, leverage trending higher India Anjali Verma
14-Jun-2023 State Bank of India (SBIN IN) - Well-poised to seize growth opportunity India Manish Agarwalla
14-Jun-2023 Trent (BUY): FY23 annual report analysis India Ankit Kedia
14-Jun-2023 WIT (13 Jun): Mixed signals; All eyes on Fed polic India Anjali Verma
12-Jun-2023 MF Tracker (May) - Dip in net flows; buying in IT/ Discretionary; selling in Financials India Anjali Verma
12-Jun-2023 CPI, IIP : Economic momentum further gained; Inflation and IIP at 4% India Anjali Verma
12-Jun-2023 Hero MotoCorp (HMCL IN) : Focus more on revenue and margins, than volumes - BUY (Maintain) India Saksham Kaushal
12-Jun-2023 Tata Motors (TTMT IN) : Set for profitable growth despite the gradual EV transition - BUY (Maintain) India Saksham Kaushal
10-Jun-2023 Gati Lts - Bhiwandi mega hub visit: Boosting efficiency, profitability Not Rated India Vikram Suryavanshi
08-Jun-2023 NBFC (Auto finance Eco-system): Volume growth expected at 6-9% excluding 2W/3W India Shubhranshu Mishra
07-Jun-2023 WIT (6 Jun): Mixed signals; focus on MPC meeting tomorrow India Anjali Verma
07-Jun-2023 Delhivery company update - Inside Delhiverys massive trans-shipment hub Not Rated India Vikram Suryavanshi
07-Jun-2023 Tata Motors (TTMT IN) : Investor meet – focus on profitability and EV progress - BUY (Maintain) India Saksham Kaushal
07-Jun-2023 Textile Sector Update - Increase in Cotton MSP by 10% India Vikram Suryavanshi
03-Jun-2023 Allcargo Logistics 4QFY23 Update - De-merger to create shareholder value India Vikram Suryavanshi
02-Jun-2023 Mangalam Cement (MGC IN) - Maintain Buy - PO Rs410 India Vaibhav Agarwal
02-Jun-2023 HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs220 India Vaibhav Agarwal
02-Jun-2023 Macro & Strategy (Monthly): PCI Index surge with ease in inflation and strong equities India Anjali Verma
02-Jun-2023 Retail: Q4FY23 result review India Ankit Kedia
02-Jun-2023 Aegis Logistics 4QFY23 Update - Capex to drive growth together with Joint venture Maintain SELL India Vikram Suryavanshi
01-Jun-2023 Indo Count Industries 4QFY23 Update - Positive signs of revival after a challenging year Maintain BUY India Vikram Suryavanshi
01-Jun-2023 Adani Ports & SEZ 4QFY23 Update - Capex to drive growth India Vikram Suryavanshi
31-May-2023 Fiscal deficit: FY23 deficit target of 6.4% met India Anjali Verma
31-May-2023 Q4 & FY23 GDP : Exceeds expectations; GFCF/Exports led growth India Anjali Verma
31-May-2023 Infrastructure Sector Update - The ‘order-book-keeper’ – Momentum continues … India Vikram Suryavanshi
31-May-2023 Welspun Corp Q4FY23: Set for a strong FY24; Positive Outlook intact India Vikash Singh
31-May-2023 KNR Construction 4QFY23 Update : Modest results; focus on diversifying geography India Vikram Suryavanshi
30-May-2023 Maharashtra Seamless Q4FY23: Order book continues to remain healthy (Maintain Buy) India Vikash Singh
30-May-2023 Q4FY23 Earnings Review: Muted Earnings; Margins improvement ahead of expectation India Anjali Verma
30-May-2023 KDDL 4QFY23 Update - Back to luxury time Maintain BUY India Vikram Suryavanshi
30-May-2023 Aurobindo Pharma (ARBP IN): Sequential operational improvement ahead; Maintain BUY with raised TP Rs 710 India Surya Patra
29-May-2023 PI Industries - Company Update; Pharma foray makes re-rating case India Harmish Desai
29-May-2023 Chambal Fertiliser Q4FY23 - May 2023 India Harmish Desai
29-May-2023 Repco Home Finance (REPCO IN): Rate hikes lead to spread increase India Shubhranshu Mishra
29-May-2023 NCC 4QFY23 Update - Strong execution with margins improvement Maintain BUY India Vikram Suryavanshi
29-May-2023 Ahluwalia Contracts 4QFY23 Update - Modest results supported by margin recovery Maintain BUY India Vikram Suryavanshi
29-May-2023 Balkrishna Industries Ltd (BIL IN) Q4FY23 : Destocking continues, while margin recovery to be gradual - NEUTRAL (Downgrade) India Saksham Kaushal
29-May-2023 Gateway Distriparks 4QFY23 Update - Expanding reach Maintain BUY India Vikram Suryavanshi
29-May-2023 Power Finance Corporation (POWF IN) - Provision reversal drive PAT, Loan growth improves India Manish Agarwalla
29-May-2023 Sun Pharma - Margin challenges seem receding; Upgrade to BUY with raised TP of Rs 1100 India Surya Patra
28-May-2023 Mahindra & Mahindra (MM IN) Q4FY23 : Decent quarter with UV momentum picking up - BUY (Maintain) India Saksham Kaushal
27-May-2023 Praj Industries 4QFY23 Update - Building sustainable business drivers Maintain BUY India Vikram Suryavanshi
27-May-2023 PNC Infratech 4QFY23 Update - Stable margins – Overall inline; Thesis intact Maintain BUY India Vikram Suryavanshi
27-May-2023 Pennar Industries 4QFY23 : Margin improvement with value added growth Maintain BUY India Vikram Suryavanshi
26-May-2023 SAIL Q4FY23: Volume growth and operating leverage to drive performance (Maintain Buy) India Vikash Singh
26-May-2023 RateGain Tech: Initiating Coverage - Travel SaaS Player – Beneficiary of Strong Travel Demand - BUY India Karan Uppal
25-May-2023 Nalco Q4FY23: Risk -eward turning favorable (Maintain Buy) India Vikash Singh
25-May-2023 Emami (HMN IN) 4QFY23 Result Update: Problems of the past come to fore ; Downgrade to NEUTRAL with Revised TP of Rs. 430/ India Vishal Gutka
25-May-2023 Page Industries: Volume decline led by ARS rollout and demand slowdown India Ankit Kedia
25-May-2023 Credit cards on UPI: Credit card industry profit pool to grow ~2.5x in near-term India Shubhranshu Mishra
25-May-2023 Cummins India: Robust results; Best positioned to navigate CPCB 4+ transition (Maintain BUY) India Umesh Raut
25-May-2023 The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs190 India Vaibhav Agarwal
24-May-2023 Biocon Ltd- Plants and products clearance remain the key; Maintain BUY with TP Rs 330 India Surya Patra
24-May-2023 Bharat Electronics: Strong show; consensus upgrade to continue (Maintain BUY) India Umesh Raut
24-May-2023 Metals Monthly Wrap - May 2023 India Vikash Singh
24-May-2023 Ashok Leyland (AL IN) : MHCV mix peaking; margin dependent on softer commodity - NEUTRAL (Maintain) India Saksham Kaushal
24-May-2023 Hindalco Q4FY23: Performance to improve gradually despite near term headwinds (Maintain Buy) India Vikash Singh
24-May-2023 Shree Cement (SRCM IN) - Maintain BUY - PO Rs28,000: India Vaibhav Agarwal
24-May-2023 NMDC Q4FY23: Volume growth to drive earnings; Evacuation projects key to growth (Upgrade to Buy) India Vikash Singh
24-May-2023 WIT (23 May): HFD buoyant India Anjali Verma
23-May-2023 Star Cement (STRCEM IN) - Maintain Buy - PO Rs160 India Vaibhav Agarwal
23-May-2023 JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1000 India Vaibhav Agarwal
22-May-2023 VRL 4QFY23 Update : Capitalizing volume growth opportunity Maintain BUY India Vikram Suryavanshi
22-May-2023 ABFRL - Investments in emerging businesses to drag margins India Ankit Kedia
22-May-2023 Camlin Fine Sciences - Vanillin drives value growth ahead; Maintain BUY with TP Rs 230 India Surya Patra
22-May-2023 PI Industries Q4FY23 Result Review India Harmish Desai
22-May-2023 ESG: Consumption Sectors: FMCG/auto fare better than retail/consumer durables India Anjali Verma
21-May-2023 Vinati Organics Ltd - Low ATBS demand and weak product mix hurt FY24; Downgrade to NEUTRAL with TP of Rs 1900 India Surya Patra
21-May-2023 TCI Ltd 4QFY23 Update : Advantage of multimodal capabilities Maintain BUY India Vikram Suryavanshi
21-May-2023 Concor 4QFY23 Update: Support from domestic business, exim under pressure India Vikram Suryavanshi
20-May-2023 Bata India: Performance remains on-track; execution is key going ahead India Ankit Kedia
20-May-2023 Divis Laboratories - Margin pressure to sustain in the near future; Maintain Neutral with TP Rs 2900 India Surya Patra
20-May-2023 Muthoot Finance (MUTH IN): Spread expansion due to ECB pre-payment India Shubhranshu Mishra
20-May-2023 Bandhan Bank (BANDHAN IN EQUTY) - Moderating stress in the portfolio India Manish Agarwalla
19-May-2023 JSW Steel Q4FY23: Volume growth story intact; High capex to keep debt inflated (Upgrade to Neutral) India Vikash Singh
19-May-2023 Siemens: Sale of low voltage motors business – a negative (Downgrade to Neutral) India Umesh Raut
19-May-2023 G R Infraprojects 4QFY23 Update : Modest growth; Soft margins; Growth concerns remain Maintain Neutral India Vikram Suryavanshi
18-May-2023 Jindal Stainless Q4FY23: Assets sweating to drive Volumes; Profitability and Cash flow. (Maintain Buy) India Vikash Singh
18-May-2023 V-Mart Retail - Muted demand and pressure on margins to impact valuations India Ankit Kedia
18-May-2023 State Bank of India (SBIN IN) - Strong beat on all parameters India Manish Agarwalla
18-May-2023 Jindal SAW Q4FY23: Record quarterly performance; Earning visibility remain strong (Maintain Buy) India Vikash Singh
18-May-2023 Thermax Q4FY23: Strong show; conservative guidance as usual (Maintain BUY India Umesh Raut
18-May-2023 Zydus Lifesciences - Strong show in core operating performance; Maintain BUY with raised TP of Rs 600 India Surya Patra
18-May-2023 ITC Ltd (ITC IN) 4QFY23 Result Update: All guns blazing ; Maintain BUY with TP of Rs. 475/- India Vishal Gutka
18-May-2023 Endurance Technologies (ENDU IN): Order wins and lower energy costs to sustain profitability - BUY (Maintain) India Saksham Kaushal
18-May-2023 Sanghi Industries (SNGI IN) - Maintain Neutral - PO Rs70 India Vaibhav Agarwal
18-May-2023 WIT (16 May): Domestic activity stable India Anjali Verma
17-May-2023 Devyani International Ltd (DEVYANI IN) 4QFY23 Result Update: Not out of the woods yet ; Maintain NEUTRAL with TP of Rs. 180/ India Vishal Gutka
17-May-2023 LIC Housing Finance (LICHF IN): HL disbursement run-rate slowed down in 4Q India Shubhranshu Mishra
17-May-2023 Jubilant Foodworks (JUBI IN) 4QFY23 Result Update: Margins not recovering in hurry ; Maintain Neutral with Revised TP of Rs.475/ India Vishal Gutka
17-May-2023 Coromandel International Q4FY23 - May 2023 India Harmish Desai
16-May-2023 Can Fin Homes (CANF IN): Management meeting note India Shubhranshu Mishra
16-May-2023 Jindal Steel & Power Q4FY23: Struggling for volume growth; Capex to inflate debt (Maintain Neutral) India Vikash Singh
16-May-2023 Bank of Baroda (BOB IN) - Strong Performance India Manish Agarwalla
14-May-2023 Avenue Supermarts: Gross margins compression due to sales mix; positive FCF generation India Ankit Kedia
14-May-2023 Cipla - gRevlimid covers more than the hit by delay in key launches: Maintain BUY with TP 1070 India Surya Patra
14-May-2023 Tata Motors (TTMT IN) : Strong performance across businesses - BUY (Maintain) India Saksham Kaushal
13-May-2023 Vedanta Ltd Q4FY24: Awaiting volume growth; Rising debt to impact earnings. (Maintain Neutral) India Vaibhav Agarwal
13-May-2023 Colgate Palmolive (CLGT IN) 4QFY23 Result Update: Execution important for re-rating ; Maintain SELL with TP of Rs. 1,375/- India Vishal Gutka
12-May-2023 Sapphire Foods India Ltd (SAPPHIRE IN) 4QFY23 Result Update: Negative operating leverage drags margin ; Maintain BUY with TP of Rs.1,550/ India Vishal Gutka
12-May-2023 CPI, IIP : Inflation moderated, weak IIP; RBI to stay put India Anjali Verma
12-May-2023 Manappuram FInance (MGFL IN): More questions than answers India Shubhranshu Mishra
12-May-2023 Lupin - All eyes on gSpiriva launch; Maintain Neutral rating with TP Rs 720 India Surya Patra
11-May-2023 Godrej Consumer Products (GCPL IN) 4QFY23 Result Update: On right track ; Maintain BUY with TP of Rs. 1,125/ India Vishal Gutka
11-May-2023 Eicher Motors (EIM IN) : Exports and RM drives margins - BUY (Maintain) India Saksham Kaushal
11-May-2023 Asian Paints (APNT IN) 4QFY23 Result Update: Make the hay while the sun shines ; Downgrade to NEUTRAL with Revised TP of Rs. 3,200/ India Vishal Gutka
11-May-2023 Siemens Q2FY23: All-round strong performance (Maintain BUY) India Umesh Raut
11-May-2023 Ratnamani Metals & Tubes Q4FY23: Volume driven growth story to continue; Positive outlook Intact (Maintain Buy) India Vikash Singh
11-May-2023 HG Infra Engineering 4QFY23 update - Strong growth; Stable margins; Story intact India Vikram Suryavanshi
11-May-2023 MF Tracker (Apr) - Dip in net flows; buying in Financials/ Industrials; selling in IT India Anjali Verma
11-May-2023 SRF Ltd - Outperformance in Core Chemicals continues; Maintain BUY with TP Rs 3050 India Surya Patra
11-May-2023 Dr Reddys Labs (DRRD IN): gRevlimid cashflow drives qualitative growth ahead; BUY with upward revised TP of Rs 6000 India Surya Patra
10-May-2023 Larsen & Toubro Q4FY23: Riding the strong momentum in capex cycle (Maintain BUY) India Umesh Raut
10-May-2023 Escorts Kubota Ltd (ESC IN) - Margin improvement due to favorable RM: Neutral (Maintain) India Saksham Kaushal
10-May-2023 Apollo Tyres (APTY IN) - Strong quarter but positives priced in : Neutral (Maintain) India Saksham Kaushal
10-May-2023 Aarti Industries - Macro concerns weigh on earnings outlook; Downgrade to Neutral with reduced TP of Rs 600 India Surya Patra
09-May-2023 Kalpataru Power (KPP IN): Strong execution growth to offset slower margin recovery (Maintain BUY) India Umesh Raut
09-May-2023 Westlife Foodworld Ltd (WLDL IN) 4QFY23 Result Update: Accelerated store expansion weighs on profitability ; Maintain BUY with TP of Rs. 890/ India Vishal Gutka
09-May-2023 IT Services - Macros clouding outlook; TCVs, pipelines remain healthy India Karan Uppal
09-May-2023 UPL Ltd Q4FY23 - May 2023 India Harmish Desai
08-May-2023 ABFRL - Debt levels to remain elevated post TCNS acquisition India Ankit Kedia
08-May-2023 Indian Bank (INBK IN) - Below Expectation – Moderated Outlook India Manish Agarwalla
08-May-2023 Equitas SFB (EQUITASB IN) - Banking on growth – unlocking the full potential India Manish Agarwalla
07-May-2023 ABB India (ABB IN): Optimism reverberating (Neutral (Maintain) India Umesh Raut
07-May-2023 Bharat Forge (BHFC IN) : Margins impacted due to one-offs - BUY (Maintain) India Saksham Kaushal
07-May-2023 Hero MotoCorp (HMCL IN): Strong quarter, launch season ahead - BUY (Upgrade) India Saksham Kaushal
07-May-2023 Ceat Ltd (CEAT IN): Margins recovery as RM softens - Neutral (Maintain) India Saksham Kaushal
06-May-2023 Marico Ltd (MRCO IN) 4QFY23 Result Update: Benign RM index to drive volume growth and margin recovery in FY24 ; Maintain NEUTRAL with TP of Rs. 525 India Vishal Gutka
05-May-2023 Britannia Industries (BRIT IN) 4QFY23 Result Update: Must have cookie in one’s palate ; Maintain High Conviction BUY with Revised TP of Rs. 5,600/ India Vishal Gutka
05-May-2023 DCB Bank (DCBB IN) - Strong overall performance India Manish Agarwalla
04-May-2023 HDFC Ltd (HDFC IN) - NIM shines, asset quality improves India Manish Agarwalla
04-May-2023 Cholamandalam Finance (CIFC IN): Management upbeat on growth in FY24E India Shubhranshu Mishra
04-May-2023 TVS Motor (TVSL IN): Improved mix drives double digit margins - BUY (Maintain) India Saksham Kaushal
04-May-2023 KEC International (KECI IN): Margin to revive slower than expectation (Neutral (Maintain) India Umesh Raut
04-May-2023 Bajaj Consumer Care (BAJAJCON IN) 4QFY23 Result Update: Consistency in performance key for valuation re-rating ; Maintain NEUTRAL rating with Revised TP of Rs. 180 India Vishal Gutka
04-May-2023 Dabur India (DABUR IN) 4QFY23 Result Update: Struggling to find new vectors of growth ; Downgrade to NEUTRAL with Revised TP of Rs.565/- India Vishal Gutka
03-May-2023 Macro & Strategy (Monthly): PCI Index rebound due to year-end facto India Anjali Verma
03-May-2023 WIT (2 May): Mixed signals; Focus on Fed policy tonight India Anjali Verma
03-May-2023 Sona BLW PF Ltd (SONACOMS IN): Continues to deliver, despite challenges - BUY (Maintain) India Saksham Kaushal
03-May-2023 Titan Company (TTAN IN) 4QFY23 Result Update: Solid operating performance; however, margins to drift downwards in FY24; Maintain BUY with Revised TP of Rs. 3,000/ India Vishal Gutka
03-May-2023 Ambuja Cements (ACEM IN) - Downgrade to Neutral - PO Rs400 India Vaibhav Agarwal
03-May-2023 Tata Steel Q4FY23: Indian operations to remain healthy; Europe has bottomed out (Upgrade to Buy) India Vikash Singh
03-May-2023 ACC Ltd (ACC IN) - Maintain BUY - PO Rs2300 India Vaibhav Agarwal
01-May-2023 M&M Financial services (MMFS IN): Lower than expected credit costs buoyed profit India Shubhranshu Mishra
01-May-2023 Atul Ltd - Growth as well as margin concerns continue; Maintain Neutral with lowered TP of Rs 6200 India Surya Patra
30-Apr-2023 Kotak Mahindra Bank (KMB IN) - Stellar performance, but not sustainable India Manish Agarwalla
29-Apr-2023 UltraTech Cement (UTCEM IN): Maintain BUY - PO Rs9,200 India Vaibhav Agarwal
29-Apr-2023 Wipro 4QFY23 - Modest results; Weak guidance; Outlook remains uncertain - Maintain NEUTRAL India Karan Uppal
28-Apr-2023 Agro Tech Foods (ATFL IN) 4QFY23 Result Update: All eyes on Food business performance going ahead ; Maintained NEUTRAL rating with Revised TP of Rs 700 India Vishal Gutka
28-Apr-2023 Mphasis 4QFY23 - Muted Growth; Stable Margins; Risk Reward favorable - Maintain BUY India Karan Uppal
28-Apr-2023 Shriram Finance (SHFL IN): PAT miss due to merger related intangible asset impairment India Shubhranshu Mishra
28-Apr-2023 LTIMindtree Ltd Q4FY23: Mixed results; Strong TCV; Outlook Positive - Maintain BUY India Karan Uppal
27-Apr-2023 Hindustan Unilever Ltd (HUVR IN) 4QFY23 Result Update: Weak operating performance; all eyes on demand and margin recovery ; Maintain BUY with Revised TP of Rs. 2,900 India Vishal Gutka
27-Apr-2023 KPIT Tech Q4FY23: Continues to Deliver Strong Performance; Valuations Full India Karan Uppal
27-Apr-2023 Trent: Weak operational performance; solid cashflow management India Ankit Kedia
27-Apr-2023 Axis Bank (AXSB IN) - Working towards sustainability India Manish Agarwalla
27-Apr-2023 Shoppers Stop: Offline, private label and beauty expansion to fuel growth India Ankit Kedia
27-Apr-2023 Dalmia Bharat (DALBHARA IN) - Maintain BUY (PO Rs2,250) India Vaibhav Agarwal
27-Apr-2023 Coforge 4QFY23 - Strong growth; Stable Margins; Outlook remains bright – Maintain BUY India Karan Uppal
27-Apr-2023 VST Industries Limited (VST IN) 4QFY23: Result Update - Rationalization of trade schemes and weak positioning in RSFT segment drags profitability India Vishal Gutka
26-Apr-2023 Bajaj Finance (BAF IN): Value growth to lead volume growth in FY24 India Shubhranshu Mishra
26-Apr-2023 L&T Technology Services 4QFY23 - Decent results; Inline organic guidance; SWC overhang remains– Maintain NEUTRAL India Karan Uppal
26-Apr-2023 Tata Consumer Products Ltd (TATACONS IN) 4QFY23 Result Update: Healthy volume growth in domestic business coupled with recovery in International margins drives beat in earnings India Vishal Gutka
26-Apr-2023 WIT (25 Apr): Overall buoyant activity India Anjali Verma
26-Apr-2023 IPCA Laboratories - Unichem acquisition will not be EPS accretive till FY25: Maintain Neutral with lower TP Rs 800 India Surya Patra
25-Apr-2023 Persistent 4QFY23 - Strong performance, Robust TCV, Outperformance to continue – Maintain BUY India Karan Uppal
25-Apr-2023 Bajaj Auto (BJAUT IN) - Q4FY23 update - Higher ASP drives margin growth - Maintain Buy India Saksham Kaushal
25-Apr-2023 Mahindra Logistics 4QFY23 Update - Expanding portfolio for integrated services India Vikram Suryavanshi
25-Apr-2023 Nestle India (NEST IN) 1QCY23: Result Update - Strong operating performance ; Maintain BUY with TP of Rs 23,000 (65x Mar-25 EPS India Vishal Gutka
24-Apr-2023 Indusind Bank (IIB IN) - Focus on granular growth India Manish Agarwalla
24-Apr-2023 ICICI Bank (ICICIBC IN) - Strong Outperformance India Manish Agarwalla
22-Apr-2023 Hindustan Zinc Q4FY23: Dividend story largely over; Moderate volume growth guidance (Maintain Sell) India Vikash Singh
21-Apr-2023 Tech Mahindra 4QFY23 - Modest results; Weak Margins; Concerns on Growth Remain- India Karan Uppal
19-Apr-2023 Maruti Suzuki (MSIL IN): Near-term production challenges to remain (Maintain BUY) India Saksham Kaushal
16-Apr-2023 HDFC Bank (HDFCB IN) - Below expectation, Opex elevates India Manish Agarwalla
14-Apr-2023 WIT (11 Apr): Mixed signals in activity India Anjali Verma
14-Apr-2023 Infosys Q4FY23 - Weak Results and Guidance impacted by macro pain India Karan Uppal
13-Apr-2023 CPI, IIP : Inflation subsides; IIP sustains decent growth; RBI should be on pause India Anjali Verma
13-Apr-2023 TCS 4QFY23 - Near term outlook weak; Strong TCVs to help recovery in H2 – Maintain BUY India Karan Uppal
11-Apr-2023 ABB India - CY22 AR Review: Playing on a more sustainable and resource-efficient future (Maintain NEUTRAL) India Umesh Raut
10-Apr-2023 Pharmaceuticals Q4FY23 Preview: gRevlimid & Domestic growth are key; Top result picks: Positive: CIPLA, ZYDUSLIF, DRRD; Negative: DIVI India Surya Patra
10-Apr-2023 Specialty Chemicals Q4FY23 Preview: Sequential recovery in earnings visible; Top results picks: VO, SRF, CFIN: India Surya Patra
10-Apr-2023 Agriculture Inputs: Q4FY23 preview - Channel Inventory concern persists; fertiliser subsidy payments timely India Harmish Desai
08-Apr-2023 Metals 4QFY23 Results Preview - Better realisations to drive operating India Vikash Singh
06-Apr-2023 PC-Strategy: Q4FY23 Earnings Preview: Expectedly Softening momentum – Cyclicals continue to fare India Anjali Verma
06-Apr-2023 Consumer & Retail sector 4QFY23 Preview Update: RM pressure abating; El-Nino intensity to be keenly watched India Vishal Gutka
05-Apr-2023 Financials Preview - Earnings strong but outlook uncertain India Manish Agarwalla
05-Apr-2023 WIT (4 Apr): Improvement in activity; Focus on RBI policy India Anjali Verma
04-Apr-2023 Hindalco Investors Day 2023 Update: Worst over for Novelis; Fined tuned capex to manage leverage (Maintain Buy) India Vikash Singh
04-Apr-2023 Welspun Corp Update: Sintex BAPL acquisition to be EPS accretive (Maintain Buy) India Vikash Singh
03-Apr-2023 IT Services - Q4FY23 Preview: Soft quarter impacted by seasonality and weak macro India Karan Uppal
03-Apr-2023 Macro & Strategy (Monthly): Third successive month of sequential correction in PCI Index India Anjali Verma
31-Mar-2023 Aarti Industries - Benefits of executed capex ensures quality earnings; BUy with TP Rs 750 India Surya Patra
30-Mar-2023 QSR : Sector Update - Demand slowdown to start weighing on growth and valuations India Vishal Gutka
28-Mar-2023 HG Infra Engineering - Company Update : Strong growth trajectory Maintain BUY India Vikram Suryavanshi
24-Mar-2023 Metals Monthly Wrap - March 2023 India Vikash Singh
24-Mar-2023 Accenture 2QFY23: Outsourcing growth & bookings remains strong: +ve for Indian IT India Karan Uppal
23-Mar-2023 P&G Home Products Pvt Ltd (NOT RATED) - UNLISTED COMPANY UPDATE: Battle on all fronts India Vishal Gutka
22-Mar-2023 WIT (21 Mar): Mixed signals; Momentum to remain soft India Anjali Verma
20-Mar-2023 Logistics monthly update - Major ports and Container volume for Feb 2023 India Vikram Suryavanshi
16-Mar-2023 Rohit Surfactants Pvt Ltd (RSPL) - NOT RATED: Unlisted Company Update- Ghadi: Come for value, stay for quality India Vishal Gutka
15-Mar-2023 WIT (14 Mar): Slightly tepid for the second successive week India Anjali Verma
15-Mar-2023 LTIMindtree Ltd (LTIM IN) - Analyst Meet Takeaways (Maintain BUY) India Karan Uppal
14-Mar-2023 FY24-25 Macro and Strategy Outlook: Tepid economic and equity momentum; bullish on India long-term India Anjali Verma
14-Mar-2023 CPI Inflation: Eased moderately; still above RBI’s tolerance band India Anjali Verma
13-Mar-2023 MF Tracker (Feb) - Strong net flows continued; buying in Oil & Gas; selling in Metals India Anjali Verma
08-Mar-2023 WIT (7 Mar): A tad soft economic activity India Anjali Verma
06-Mar-2023 Debunking El Niño - Agri Sector Update India Harmish Desai
27-Feb-2023 Agrochemical Conference - Key Takeaways India Harmish Desai
27-Feb-2023 Agrochemical Conference - Key Takeaways India Harmish Desai
23-Feb-2023 Metals Monthly Wrap - February 202 India Vikash Singh
22-Feb-2023 WIT (21 Feb): HFD remains strong India Anjali Verma
20-Feb-2023 Logistics monthly update - Major ports and container rail volume India Vikram Suryavanshi
20-Feb-2023 Retail: Q3FY23 result review India Ankit Kedia
20-Feb-2023 Allcargo Logistics 3QFY23 Update - De-merger to create shareholder value Upgrade to BUY India Vikram Suryavanshi
17-Feb-2023 Infrastructure - Q3FY23 - The ‘order-book-keeper’ – Momentum continues India Vikram Suryavanshi
17-Feb-2023 Shree Cement (SRCM IN) - Maintain Buy - PO Rs28,500 India Vaibhav Agarwal
17-Feb-2023 Dalmia Bharat (DALBHARA IN) - Upgrade to Buy - PO Rs2,250 India Vaibhav Agarwal
17-Feb-2023 JK Cement Ltd (JKCE IN) - Maintain Buy - PO Rs3,300 India Vaibhav Agarwal
17-Feb-2023 Ambuja Cements - Upgrade to Buy - PO Rs410 India Vaibhav Agarwal
17-Feb-2023 Mangalam Cement (MGC IN) - Maintain Buy - PO Rs475 India Vaibhav Agarwal
17-Feb-2023 JK Lakshmi Cement (JKLC IN) - Maintain Buy - PO Rs1,000 India Vaibhav Agarwal
17-Feb-2023 Sanghi Industries (SNGI IN) - Maintain Neutral - PO Rs60 India Vaibhav Agarwal
17-Feb-2023 IPCA Laboratories - Hurt by cost pressure; Expects margin recovery in FY24; Maintain Neutral with TP Rs 880 India Surya Patra
17-Feb-2023 HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs225 India Vaibhav Agarwal
16-Feb-2023 Nestle India (NEST IN) 4QCY22: Quarterly Result Update - Long term structural story to outweigh near term concerns ; Maintain BUY with TP of Rs.22,000/ India Vishal Gutka
16-Feb-2023 Strategy: Public-Private Capex Partnership - Alternative Tech, PLIs, and Infrastructure push to drive growth India Anjali Verma
16-Feb-2023 Biocon - Trades at a rock-bottom valuation; Maintain BUy with TP Rs 350 India Surya Patra
15-Feb-2023 PI Industries Q3FY23 Result Review; Strong exports contributed in overall margin expansion India Harmish Desai
15-Feb-2023 Bata India: Mass category continues to impact revenue growth India Ankit Kedia
15-Feb-2023 NMDC Q3FY23 Result Update- Higher Iron ore realizations to drive earning India Vikash Singh
15-Feb-2023 REPCO 3QFY23 result update: Rate hikes led to spread increase India Shubhranshu Mishra
15-Feb-2023 SAIL Q3FY23: Trading at attractive valuations. (Maintain Buy) India Vikash Singh
15-Feb-2023 Ahluwalia Contracts - Q3FY23 - Modest results; Margins appear to be trending to lower levels - Maintain BUY India Vikram Suryavanshi
15-Feb-2023 PNC Infratech Ltd - Q3FY23 - Stable margins – Overall inline; Thesis intact - Maintain BUY India Vikram Suryavanshi
15-Feb-2023 Camlin Fine Sciences: Italy’s energy crisis bygone; Vanillin drives value growth: Maintain BUY with TP Rs 230 India Surya Patra
15-Feb-2023 WIT (14 Feb): Persisting strength in economic activity India Anjali Verma
14-Feb-2023 Power Finance Corporation (POWF IN) - Core earnings muted, asset quality improves India Manish Agarwalla
14-Feb-2023 Siemens - Company Update: Multiple growth levers at play (Maintain BUY) India Umesh Raut
14-Feb-2023 Bharat Forge (BHFC IN) - Q3FY23 update - New order wins encouraging - Maintain Buy India Saksham Kaushal
14-Feb-2023 G R Infraprojects Ltd - Q3FY23 - Modest growth; Soft margins; Growth concerns remain - Maintain Neutral India Vikram Suryavanshi
14-Feb-2023 Eicher Motors (EIM IN) - Q3FY23 update - New launches aiding volumes - Maintain Buy India Saksham Kaushal
14-Feb-2023 Balkrishna Industries Ltd (BIL IN) - Q3FY23 update - Sharp stock price correction discounts the negatives - Maintain Buy India Saksham Kaushal
13-Feb-2023 Thermax Q3FY23: Base ordering momentum remains robust (Upgrade to BUY India Umesh Raut
13-Feb-2023 Ratnamani Metals & Tubes Q3FY23: Best ever quarterly performance; Positive outlook intact (Maintain Buy) India Vikash Singh
13-Feb-2023 CPI Inflation: Closer to our expectation; Back above RBI’s tolerance level India Anjali Verma
13-Feb-2023 MF Tracker (Jan) - Strong net flows; buying in Autos; selling in Financials India Anjali Verma
12-Feb-2023 Aurobindo Pharma: Earning challenges priced-in; Potential buy-back helps; Maintain BUY with TP Rs 640 India Surya Patra
12-Feb-2023 Lupin - Deferred launch of gSpiriva hurts FY23 earnings; Maintain Neutral with lowered TP Rs 640 India Surya Patra
12-Feb-2023 Mahindra & Mahindra (MM IN) - Q3FY23 update - Another quarter of improving performance - Maintain Buy India Saksham Kaushal
12-Feb-2023 Nalco Q3FY23: Risk reward turning favorable; Performance set to improve (Upgrade to Buy) India Vikash Singh
10-Feb-2023 KNR Construction Q3FY23 Update - Modest results; focus on quality orders Maintain BUY India Vikram Suryavanshi
10-Feb-2023 Bajaj Consumer Care (BAJAJCON IN) 3QFY23 Result Update: Weak demand environment continues to persist in rural market - Maintain NEUTRAL with Revised TP of Rs. 149 India Vishal Gutka
09-Feb-2023 Pennar Industries Q3FY23 Update - Benefit of broad-based recovery Maintain BUY India Vikram Suryavanshi
09-Feb-2023 Cummins India Q3FY23: Confluence of tailwinds (Maintain BUY) India Umesh Raut
09-Feb-2023 Page Industries: Muted demand, high cost inventory impacts profitability India Ankit Kedia
09-Feb-2023 Hindalco Q3FY23: Cost pressure behind; Performance set to improve going forward (Maintain Buy) India Vikash Singh
09-Feb-2023 HG Infra Q3FY23 - Strong growth; Stable margins; Story intact - Maintain BUY (PhillipCapital India) India Vikram Suryavanshi
09-Feb-2023 Sapphire Foods India Ltd (SAPPHIRE IN) 3QFY23: Sri Lanka business dragged overall margin ; Maintain BUY with Revised TP of Rs. 1,600/- India Vishal Gutka
09-Feb-2023 Devyani International Ltd (DEVYANI IN) 3QFY23: Demand environment remains weak ; Maintain NEUTRAL with Revised TP of Rs. 165/ India Vishal Gutka
09-Feb-2023 Endurance Technologies (ENDU IN) - Q3FY23 update - Margins to improve with transmission of lower RM costs - Maintain Buy India Saksham Kaushal
09-Feb-2023 Kalpataru Power Q3FY23: Strong inflows improving growth visibility (Maintain BUY India Umesh Raut
09-Feb-2023 NCC Ltd (NJCC IN) Q3FY23 - Strong execution with margins improvement - Maintain BUY India Vikram Suryavanshi
08-Feb-2023 Trent - Robust topline growth partially offset by margin dilution India Ankit Kedia
08-Feb-2023 Chambal Fertiliser Q3FY23 - Feb 2023 India Harmish Desai
08-Feb-2023 Hero MotoCorp (HMCL IN) - Q3FY23 update - Investments in EV business a drag on margins - Maintain Neutral India Saksham Kaushal
08-Feb-2023 Escorts Kubota Ltd (ESCORTS IN) - Q3FY23 update - Margin weakness continues despite recovering market share - Maintain Neutral India Saksham Kaushal
08-Feb-2023 WIT (7 Feb): Economic activity remains buoyant India Anjali Verma
08-Feb-2023 Aegis Logistics 3QFY23 Update - Capex to drive growth together with Joint venture Downgrade to Sell India Vikram Suryavanshi
08-Feb-2023 Monetary Policy: RBI closer to a pause but rates to remain elevated India Anjali Verma
08-Feb-2023 MUTH 3QFY23 result update: Spread expansion, growth elusive as south India has slowed India Shubhranshu Mishra
08-Feb-2023 LICHF 3QFY23 result update: Increased provisioning to maintain PCR at ~50%+ India Shubhranshu Mishra
07-Feb-2023 V-Mart Retail: Long road to recovery, Downgrade to Neutral India Ankit Kedia
07-Feb-2023 Indo Count Industries 3QFY23 Update - Volume and fixed cost impact in short term Maintain BUY India Vikram Suryavanshi
07-Feb-2023 Tata Steel Q3FY23: Performance bottomed out; Europe pain to ease by 2HFY24 (Maintain Neutral) India Vikash Singh
07-Feb-2023 ABFRL: Significantly high one-time ad spends dent margins India Ankit Kedia
07-Feb-2023 Vinati Organics Ltd - Healthy operating performance in difficult times; Upgrade to BUY with raised TP Rs 2200 India Surya Patra
07-Feb-2023 Coromandel International Q3FY23 - Feb 2023 India Harmish Desai
07-Feb-2023 Aarti Industries - Steady core performance amidst challenges; Maintain BUY with TP Rs 750 India Surya Patra
06-Feb-2023 Apollo Tyres (APTY IN) - Q3FY23 Update - Improving returns but weaker outlook - Maintain Neutral India Saksham Kaushal
05-Feb-2023 Bank of Baroda (BOB IN) - Strong Performance India Manish Agarwalla
05-Feb-2023 Divis Laboratories - Weak margins and near-term outlook concern us; Downgrade to Neutral with lowered TP Rs 2900 India Surya Patra
05-Feb-2023 Zydus Lifesciences Ltd - Steady improvement in core operations; Maintain BUy with TP Rs 530 India Surya Patra
04-Feb-2023 MMFS 3QFY23 result update: Lower than expected credit costs buoyed profit India Shubhranshu Mishra
04-Feb-2023 MGFL 3QFY23 result update: Spreads stabilizing, focus on non-gold growth in near-term India Shubhranshu Mishra
04-Feb-2023 State Bank of India (SBIN IN) - Strong beat on all parameters India Manish Agarwalla
04-Feb-2023 ITC Ltd (ITC IN) 3QFY23- Result Update: When it rains, it pours; Maintain BUY with Revised TP of Rs. 475/ India Vishal Gutka
03-Feb-2023 India Cements Ltd - Upgrade to Neutral (PO Rs200) India Vaibhav Agarwal
03-Feb-2023 Marico Ltd (MRCO IN) 3QFY23 - Result Update: Nothing much to be gung-ho about; Maintain NEUTRAL with TP of Rs. 460/ India Vishal Gutka
03-Feb-2023 Star Cement - Maintain BUY (PO Rs135) India Vaibhav Agarwal
03-Feb-2023 Emami (HMN IN) 3QFY23- Result Update - Delayed winter, adverse mix weighs on profitability ; Maintain BUY with Revised TP of Rs. 485/ India Vishal Gutka
03-Feb-2023 Macro & Strategy (Monthly): PCI dips as equities correct; Macro/industrial data positive India Anjali Verma
03-Feb-2023 Welspun Corp Q3FY23: Improved performance from all segment; Outlook intact (Maintain Buy) India Vikash Singh
03-Feb-2023 Tata Consumer Products Ltd (TATACONS IN) 3QFY23- Result Update: International business drags otherwise strong domestic operating performance ; Maintain BUY with Revised TP of Rs. 860/ India Vishal Gutka
02-Feb-2023 Titan Company (TTAN IN) 3QFY23: Result Update - Weak no’s; however, Uptick in Jan sales sprung up surprise ; Maintain BUY with Revised TP of Rs. 2,700 India Vishal Gutka
02-Feb-2023 IT Services - TCVs and commentaries indicate resilient underlying demand India Karan Uppal
02-Feb-2023 Dabur India (DABUR IN) 3QFY23: Result Update - Rationalization of Ads spend drives marginal beat in earnings ; Maintain BUY with Revised TP of Rs. 615/ India Vishal Gutka
02-Feb-2023 HDFC Ltd (HDFC IN) - Non individual book declines, asset quality improves India Manish Agarwalla
02-Feb-2023 Mahindra Logistics 3QFY23 update - Expanding portfolio for integrated services Maintain BUY India Vikram Suryavanshi
02-Feb-2023 Ashok Leyland (AL IN) - Q3FY23 update - Margins recover on favorable RM prices - Maintain Neutral India Saksham Kaushal
02-Feb-2023 Bharat Electronics Q3FY23: Back on the radar with guidance of bumper ordering in Q4 (Maintain BUY India Umesh Raut
02-Feb-2023 PC-WIT (31 Jan): Stronger economic activity India Anjali Verma
02-Feb-2023 Britannia Industries (BRIT IN) 3QFY23: Result Update- Strong operating performance ; Maintain BUY with Revised TP of Rs. 5,400 India Vishal Gutka
02-Feb-2023 SHFL 3QFY23 result update: Merger related fair value adjustment led to higher PAT India Shubhranshu Mishra
02-Feb-2023 CIFC 3QFY23 result update: Growth back in all segments India Shubhranshu Mishra
01-Feb-2023 KPIT Tech Q3FY23: Continues to Deliver Strong Performance; But All’s Priced-in India Karan Uppal
01-Feb-2023 Jubilant Foodworks (JUBI IN) 3QFY23: Result Update - Subdued demand environment weighs on profitability ; Maintain NEUTRAL with Revised TP of Rs. 500/- India Vishal Gutka
01-Feb-2023 Union Budget 2023-24 - Largely as expected; Capex, sustainability – Core focus India Anjali Verma
01-Feb-2023 ACC Ltd - Maintain Buy - PO - Rs2,600 India Vaibhav Agarwal
01-Feb-2023 Sun Pharma - Margin challenges crept in; Downgrade to Neutral with TP Rs 1000 India Surya Patra
31-Jan-2023 SRF Ltd - Consistent value growth in core chemicals excites; BUY with raised TP Rs 3150 India Surya Patra
31-Jan-2023 Jindal Steel & Power Q3FY23: Positives largely factored in (Maintain Neutral) India Vikash Singh
31-Jan-2023 Godrej Consumer Products (GCPL IN) 3QFY23 Result Update: On right track ; Maintain with Revised TP of Rs. 1,075 India Vishal Gutka
31-Jan-2023 Westlife Development Ltd (WLDL IN) 3QFY23: Result Update - All guns blazing ; Maintain BUY with Revised TP of Rs. 890/ India Vishal Gutka
31-Jan-2023 UPL Ltd Q3FY23 - Jan 2023 India Harmish Desai
31-Jan-2023 VRL Logistics 3QFY23 Update - Capitalizing volume growth opportunity Maintain BUY India Vikram Suryavanshi
31-Jan-2023 REC Ltd (RECL IN) - Disbursement picking up India Manish Agarwalla
30-Jan-2023 TCI Ltd 3QFY23 Update - Recovery across segments Upgrade to BUY India Vikram Suryavanshi
30-Jan-2023 Jindal SAW Q3FY23: Record quarterly performance; Earning visibility remain strong (Maintain Buy) India Vikash Singh
30-Jan-2023 TechM 3QFY23 - Modest results; Concerns on Growth Remain India Karan Uppal
30-Jan-2023 Larsen & Toubro Q3FY23: Strong delivery on order inflows, execution & cash flows (Maintain BUY) India Umesh Raut
30-Jan-2023 DCB Bank (DCBB IN) - Growth gaining momentum India Manish Agarwalla
29-Jan-2023 BAF 3QFY23 result update: New businesses add to the growth story till FY27E India Shubhranshu Mishra
27-Jan-2023 Vedanta Q3FY23: Dividend yield story may be reaching at the fag end (Maintain Neutral) India Vikash Singh
26-Jan-2023 Agro Tech Foods (ATFL IN) 3QFY23: Result Update - Rich valuations do not provide adequate margin of safety ; Downgrade to NEUTRAL with Revised TP of Rs. 900/- India Vishal Gutka
26-Jan-2023 Indian Bank (INBK IN) - Strong all-round performance India Manish Agarwalla
26-Jan-2023 Dr Reddys Laboratories - The biggest beneficiaries of gRevlimid amongst peers; BUY with raised TP Rs5,500 India Surya Patra
26-Jan-2023 Cipla - Visible triggers priced-in; Maintain NEUTRAL with lowered TP Rs 1130 India Surya Patra
25-Jan-2023 Ceat Ltd (CEAT IN) - Q3FY23 update - Demand tepid though margins improve - Maintain Neutral India Saksham Kaushal
25-Jan-2023 Bajaj Auto (BJAUT IN) - Q3FY23 update - Improved mix aids performance, Exports still weak - Maintain Buy India Saksham Kaushal
25-Jan-2023 Tata Motors (TTMT IN) - Q3FY23 update - Improving profitability across businesses - Maintain Buy India Saksham Kaushal
25-Jan-2023 Colgate Palmolive (CLGT IN) 3QFY23 Result Update: Elongated road to recovery ; Maintain SELL with Revised TP of Rs. 1,225 India Vishal Gutka
25-Jan-2023 Maharashtra Seamless Q3FY23: Good performance despite shutdown; Positive outlook intact (Maintain Buy) India Vikash Singh
25-Jan-2023 Jindal Stainless Q3FY23: Guidance upgraded; volume led growth story intact (Maintain Buy) India Vikash Singh
25-Jan-2023 Shoppers Stop : Sustained demand and strong retail expansion aid growth India Ankit Kedia
25-Jan-2023 Concor 3QFY23 update : Support from domestic business Maintain BUY India Vikram Suryavanshi
25-Jan-2023 Maruti Suzuki (MSIL IN) - Q3FY23 update - Favorable mix to drive margins - Maintain Buy India Saksham Kaushal
25-Jan-2023 TVS Motor (TVSL IN) - Q3FY23 update - Double digit margins despite weak volumes - Maintain Buy India Saksham Kaushal
25-Jan-2023 Sona BLW Precision Forgings Ltd (SONACOMS IN) - Q3FY23 Update - Continues to deliver new products - Maintain Buy India Saksham Kaushal
25-Jan-2023 Gateway Distriparks 3QFY23 Update - Expanding reach Maintain BUY India Vikram Suryavanshi
25-Jan-2023 PC-WIT (24 Jan): Resilient economy; Spotlight on Union Budget India Anjali Verma
24-Jan-2023 Maharashtra Seamless Q3FY23: Good performance despite shutdown; Positive outlook intact (Maintain Buy) India Vikash Singh
24-Jan-2023 Colgate Palmolive (CLGT IN) 3QFY23 Result Update: Elongated road to recovery ; Maintain SELL with Revised TP of Rs. 1,225/ India Vishal Gutka
23-Jan-2023 UltraTech Cement (UTCEM IN) - Maintain BUY (PO Rs9,200) India Vaibhav Agarwal
23-Jan-2023 Axis Bank (AXSB IN) - Margin surprises positivel India Manish Agarwalla
23-Jan-2023 Atul Ltd - Growth and margin concerns are the key: Maintain Neutral with lowered TP of 7500 India Surya Patra
22-Jan-2023 Kotak Mahindra Bank (KMB IN) - Margin tailwind offsets high opex India Manish Agarwalla
21-Jan-2023 LTIMindtree Q3FY23 - Modest Q3 hurt by seasonality & one offs; Outlook Positive India Karan Uppal
21-Jan-2023 ICICI Bank (ICICIBC IN) - Strong Outperformance India Manish Agarwalla
21-Jan-2023 Bandhan Bank (BANDHAN IN EQUTY) - High slippage impacts NIM India Manish Agarwalla
20-Jan-2023 Logistics monthly update - Major ports and container rail volume India Vikram Suryavanshi
20-Jan-2023 JSW Steel Q3FY23: Margins improving but valuations are expensive (Downgrade to Sell) India Vikash Singh
20-Jan-2023 Hindustan Zinc Q3FY23: Dividend story may be over if Zinc international purchase succeed (Downgrade to Sell) India Vikash Singh
19-Jan-2023 Hindustan Unilever Ltd (HUVR IN) 3QFY23: Quarterly Result: All eyes on rural recovery; However, increase in royalty rates may act as near-term deterrent ; Maintain BUY with Revised TP of Rs. 3,100/ India Vishal Gutka
19-Jan-2023 Asian Paints (APNT IN) 3QFY23: Quarterly Update - Targeting double digit volume growth in FY24 ; Maintain BUY with Revised TP of Rs. 3,200/- India Vishal Gutka
18-Jan-2023 Indusind Bank (IIB IN) - Margin peaked out India Manish Agarwalla
18-Jan-2023 Budget Preview: A tightrope walk between fiscal and elections India Anjali Verma
18-Jan-2023 WIT (17 Jan): Stable economic activity; Credit offtake roaring India Anjali Verma
17-Jan-2023 Grocery: Road to recovery India Ankit Kedia
15-Jan-2023 Avenue Supermarts: Slow recovery in discretionary categories drags revenue & margins India Ankit Kedia
15-Jan-2023 HDFC Bank (HDFCB IN) - Earnings in-line, NIM flat qoq India Manish Agarwalla
14-Jan-2023 Wipro 3QFY23 - Mixed results; Weak guidance; Outlook remains uncertain India Karan Uppal
13-Jan-2023 Cyient 3QFY23 - Strong performance; Portfolio Remains Volatile India Karan Uppal
13-Jan-2023 Infosys 3QFY23 - Strong Growth, Inline Margins, Outlook remains positive India Karan Uppal
13-Jan-2023 HCL Tech Q3FY23 - Strong performance led by P&P; Outlook remains uncertain India Karan Uppal
12-Jan-2023 CPI, IIP : Inflation further softened; IIP rebounded – Boosting Macros India Anjali Verma
11-Jan-2023 Sugar and Ethanol India Conference 2023 India Vikram Suryavanshi
11-Jan-2023 WIT (10 Jan): Healthy economic activity India Anjali Verma
10-Jan-2023 TCS 3QFY23 - Strong performance; Commentary remains positive – Maintain BUY India Karan Uppal
09-Jan-2023 ESG: IT and Financial Services: IT further strengthens; Banks a tad bette India Anjali Verma
06-Jan-2023 Strategy: Q3FY23 Earnings Preview: A tepid quarter; Margins likely to expand India Anjali Verma
05-Jan-2023 PC Metals Q3FY23 Results Preview: Ferrous performance improving; Nonferrous to see another painful quarter India Vikash Singh
05-Jan-2023 Financials - Earning momentum continues India Manish Agarwalla
05-Jan-2023 Jindal Stainless Ltd (JDSL IN) Initating Coverage - Volume driven growth story to playout (BUY) India Vikash Singh
04-Jan-2023 Agriculture Inputs: Q3FY23 preview; Steady performance; higher subsidy outlay eases WC pressure India Harmish Desai
04-Jan-2023 WIT (3 Jan): Stable to positive economic activity India Anjali Verma
03-Jan-2023 CMIE capex data (3QFY23) – new announcements by private sector jumped 106% yoy on a TTM basis India Umesh Raut
03-Jan-2023 Specialty Chem Q3FY23 Preview: Earnings get muted; Top results picks: VO, SRF, CFIN India Surya Patra
03-Jan-2023 IT Services - Q3FY23 Preview: Modest quarter impacted by seasonality India Karan Uppal
02-Jan-2023 Strategy: Model portfolio - Further reduce discretionary; Add Cyclicals India Anjali Verma
01-Jan-2023 Pharmaceuticals: Q3FY23 Preview: Domestic growth and gRevlimid are key; Top result picks: Positive: DRRD, CIPLA; Negative: IPCA, DIV India Surya Patra
30-Dec-2022 Fiscal deficit & Core Sector: Deficit rose to 59% of BE; core sector stable India Anjali Verma
29-Dec-2022 Biocon - Risk-reward turned favorable; Reiterate BUY with TP of Rs 350 India Surya Patra
28-Dec-2022 WIT (27 Dec): Economic activity display strength India Anjali Verma
27-Dec-2022 Bandhan Bank (BANDHAN IN) - Play on rural recovery India Manish Agarwalla
26-Dec-2022 Metals Monthly Wrap - December 2022 India Vikash Singh
23-Dec-2022 Logistics monthly update - Major ports and container volume tracker India Vikram Suryavanshi
21-Dec-2022 WIT (20 Dec): Economic activity inched up India Anjali Verma
21-Dec-2022 Logistics monthly update - Major ports and container volume tracker India Vikram Suryavanshi
20-Dec-2022 JSW Steel Dolvi Plant visit Update - Expected to maintain market leadership position (Maintain Neutral) India Vikash Singh
18-Dec-2022 Accenture 1QFY23: Outsourcing outlook remains strong - Net +ve for Indian IT India Karan Uppal
13-Dec-2022 Colgate Palmolive (CLGT IN): Analyst Meet - Same Paste, New Dispenser ; Maintain SELL with Revised TP of Rs. 1,265 India Vishal Gutka
12-Dec-2022 MF Tracker (Nov) - Dip in net flows; buying in Financials; selling in Discretionary India Anjali Verma
12-Dec-2022 SRF Ltd - Set to see rapid value growth in Chemicals amid challenges; Buy with raised TP Rs 3100 India Surya Patra
11-Dec-2022 Bharat Forge (BHFC IN) - Company Update - Investor meet takeaways – New verticals developing - Maintain Buy India Saksham Kaushal
07-Dec-2022 WIT (6 Dec): Economic activity stable India Anjali Verma
07-Dec-2022 Monetary Policy: In-line; A hawk’s eye to prevail India Anjali Verma
05-Dec-2022 ICICI Bank (ICICIBC IN) - Focus on providing solution based on customer need India Manish Agarwalla
02-Dec-2022 Knowledge Series Conference - Key takeaways from credit card industry veterans India Shubhranshu Mishra
02-Dec-2022 Macro & Strategy (Monthly): PCI bounce back after a minor blip India Anjali Verma
01-Dec-2022 WIT (29 Nov): Economic activity continues up-trend India Anjali Verma
01-Dec-2022 Westlife Foodworld Ltd (WFL IN) : Analyst Meet - Accelerating the arches ; Maintain BUY with TP of Rs. 925 India Vishal Gutka
01-Dec-2022 Q2FY23 GDP : Investment and Consumption ahead of expectation India Anjali Verma
29-Nov-2022 Agro Tech Foods (ATFL IN) : Analyst Meet - RTC popcorn and chocolate segments to be key vectors to double up food business from current levels ; Maintain BUY with TP of Rs. 1,000 India Vishal Gutka
28-Nov-2022 Sutlej Textiles - Company Update - Spinning out the perfect blend India Vikram Suryavanshi
28-Nov-2022 QSR Sector: Right recipe for growth India Vishal Gutka
25-Nov-2022 Maharashtra Seamless Co Update - Adjusting target price for the Bonus Issue (Maintain Buy) India Vikash Singh
25-Nov-2022 Axis Bank (AXSB IN) - Building Digital Bank within Bank India Manish Agarwalla
24-Nov-2022 Metals Monthly Wrap - November 202 India Vikash Singh
24-Nov-2022 Strategy: Corporate Cost Structure: Lower cost to aid margins, leverage trending higher India Anjali Verma
23-Nov-2022 WIT (22 Nov): Positive signals in activit India Anjali Verma
22-Nov-2022 Logistics monthly update - Weakness in container port and rail volume in October 2022 India Vikram Suryavanshi
21-Nov-2022 ESG: COP 27: Breakthrough at the end; lack of emphasis on raising targets India Anjali Verma
21-Nov-2022 Aarti Industries - Expect qualitative growth led by value-added products; BUY with TP Rs 780 India Surya Patra
21-Nov-2022 India Growth Story 2.0: Multiple growth triggers = Flying Elephant 2.0 India Anjali Verma
21-Nov-2022 RETAIL: Q2FY23 result review India Ankit Kedia
20-Nov-2022 Hindustan Unilever Ltd (HUVR IN): Analyst Meet - Juggernaut on a roll; Unperturbed by near term challenges; Maintain BUY with TP of Rs. 3,200/ India Vishal Gutka
20-Nov-2022 Escorts Kubota Ltd (ESCORTS IN) - Investor meet takeaways - Mid-term business plan presented - Maintain Neutral India Saksham Kaushal
19-Nov-2022 Cyient - 2022 Analyst Meet Takeaways - Maintain NEUTRAL India Karan Uppal
19-Nov-2022 Star Cement (STRCEM IN) - Maintain Buy (PO Rs135 India Vaibhav Agarwal
19-Nov-2022 Metals Sector Update : Export duty removal positive but near term challenges to limit upside potential India Vikash Singh
16-Nov-2022 Infrastructure Q2FY23 - The ‘order-book-keeper’ – Seasonally soft quarter India Vibhor Singhal
16-Nov-2022 REPCO IN: Restructured pool overhang on asset quality India Shubhranshu Mishra
16-Nov-2022 Biocon (BIOS IN): Pact with Serum Inst. and Viatris to add value progress; Maintain BUY with lower TP Rs 370 India Surya Patra
16-Nov-2022 PC-WIT (15 Nov): Further build-up in economic activity India Anjali Verma
15-Nov-2022 Apollo Tyres (APTY IN) - Q2FY23 update - Replacement demand tapering - Maintain Neutral India Saksham Kaushal
15-Nov-2022 ABB India Q3CY22: Growth levers intact; margin can surprise on the upside (Maintain NEUTRAL) India Umesh Raut
15-Nov-2022 Ahluwalia Q2FY23 - Modest results; Margins appear to be trending to lower levels India Vikram Suryavanshi
15-Nov-2022 KNR Construction Q2FY23 - Modest results; Concern in irrigation projects amplifying India Vibhor Singhal
15-Nov-2022 Sanghi Industries (SNGI IN): Maintain Neutral PO Rs60 India Vaibhav Agarwal
15-Nov-2022 JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs3,500 India Vaibhav Agarwal
15-Nov-2022 Navkar Corporation ltd 2QFY23 Update - Asset monetization and de-leverage Maintain BUY India Vikram Suryavanshi
15-Nov-2022 Mangalam Cement (MGC IN) - Maintain BUY - PO Rs510 India Vaibhav Agarwal
15-Nov-2022 India Cements - Maintain Sell (PO Rs200 India Vaibhav Agarwal
15-Nov-2022 Indo Count Industries 2QFY23 Update - Product diversification and value addition India Vikram Suryavanshi
15-Nov-2022 Strategy – Q2FY23 Largely in-Line; Margins to improve going ahead India Anjali Verma
15-Nov-2022 NMDC Q2FY23: Likely to miss volume guidance; Dividend yield to support stock (Downgrade to Neutral) India Vikash Singh
15-Nov-2022 PNC Infratech Ltd Q2FY23 - Soft execution; Stable margins – Overall inline; Thesis intact India Vibhor Singhal
15-Nov-2022 IPCA Laboratories- Cost pressure continues to hurt in the near term: Maintain NEUTRAL with TP Rs 820 India Surya Patra
14-Nov-2022 MGFL IN: Spreads coming back, loan growth 1-2 quarters away India Shubhranshu Mishra
14-Nov-2022 Bata India: Investment in brand, supply chain & digital to impact margins India Ankit Kedia
14-Nov-2022 Bharat Forge (BHFC IN) - Q2FY23 update - Decent quarter despite margin headwinds - Maintain Buy India Saksham Kaushal
14-Nov-2022 Kalpataru Power Q2FY23: Robust order inflows place Kalpataru on strong footing (Maintain BUY) India Umesh Raut
14-Nov-2022 Thermax Q2FY23: Strong performance; Cautious on ordering outlook (NEUTRAL) India Umesh Raut
14-Nov-2022 Aurobindo Pharma - Price erosion, volumes drop weighed on US; Maintain BUY with lower TP Rs 640 India Surya Patra
14-Nov-2022 Ashoka Buildcon Q2FY23 - Strong growth, Soft Margins – Overall inline; Valuations attractive India Vibhor Singhal
14-Nov-2022 V-Mart Retail: Gross Margins to remain at elevated levels India Ankit Kedia
14-Nov-2022 Jindal SAW Q2FY23: Set for strong performance as order book near a decade high (Maintain Buy) India Vikash Singh
14-Nov-2022 CPI Inflation: Above expectations; Higher prices across the board India Anjali Verma
14-Nov-2022 Zydus Lifesciences Ltd - Improved domestic & gRevlimid drives value growth; BUY with raised TP of Rs 530 India Surya Patra
14-Nov-2022 Camlin Fine Sciences - Cost concern led by Italy’s energy crisis seems history; BUY with raised TP of Rs 230 India Surya Patra
13-Nov-2022 Container Corporation of India 2QFY23 Update - Support from domestic business India Vikram Suryavanshi
13-Nov-2022 Ashok Leyland (AL IN) - Q2FY23 update - Market share gains a positive, but margins still weak - Maintain Neutral India Saksham Kaushal
13-Nov-2022 Mahindra & Mahindra (MM IN) - Q2FY23 update - Auto segment going from strength to strength - Maintain Buy India Saksham Kaushal
13-Nov-2022 Ratnamani Metals & Tubes Q2FY23: Order book keeps improving; Best performance yet to come (Maintain Buy) India Vikash Singh
13-Nov-2022 Hindalco Q2FY23: Near term headwinds; Conversion business to drive valuations (Maintain Buy) India Vikash Singh
11-Nov-2022 Emami (HMN IN) 2QFY23: Quarterly Update: Weak operating performance; Maintain BUY with Revised TP of Rs. 550/ India Vishal Gutka
11-Nov-2022 SAIL Q2FY23: Performance to improve in 2H; Valuations remained inexpensive. (Maintain Buy) India Vikash Singh
11-Nov-2022 G R Infraprojects Q2FY23 - Modest growth; Soft margins; Growth concerns remain India Vibhor Singhal
11-Nov-2022 Allcargo Logistics 2QFY23 Update - Benefit of Network efficiency and digitization Maintain Neutral India Vikram Suryavanshi
11-Nov-2022 MF Tracker (Oct) - Healthy net flows; Buying in Financials; selling in Discretionary India Anjali Verma
11-Nov-2022 HG Infra Engg Ltd - Q2FY23 - Modest growth; Stable margins; Story intact India Vibhor Singhal
11-Nov-2022 HG Infra Engg Ltd - Q2FY23 - Modest growth; Stable margins; Story intact India Vibhor Singhal
11-Nov-2022 VRL Logistics 2QFY23 Update - Capitalizing volume growth opportunity Maintain BUY India Vikram Suryavanshi
11-Nov-2022 MUTH IN: Spread expansion and growth elusive India Shubhranshu Mishra
10-Nov-2022 Pennar Industries 2QFY23 Update - Benefit of broad-based recovery Maintain BUY India Vikram Suryavanshi
10-Nov-2022 ITD Cementation Q2FY23 - Modest results, as margins disappoint yet again India Vibhor Singhal
10-Nov-2022 Aegis Logistics 2QFY23 Update : Capex to drive growth together with Joint venture Maintain Neutral India Vikram Suryavanshi
10-Nov-2022 Jindal Steel & Power Q2FY23: Subdued performance; Risk-reward turning unlucrative (Downgrade to Neutral India Vikash Singh
10-Nov-2022 Page Industries: Downgrade to Neutral - Volume growth disappoints India Ankit Kedia
10-Nov-2022 Eicher Motors (EIM IN) - Q2FY23 update - Hunter delivering on promise - Maintain Buy India Saksham Kaushal
10-Nov-2022 Trent: Aggressive network expansion led by Zudio India Ankit Kedia
10-Nov-2022 Lupin - Recovery in Q2, Hopes pinned on gSpiriva; Maintain NEUTRAL with TP of Rs 670 India Surya Patra
10-Nov-2022 Bajaj Consumer Care (BAJAJCON IN) 2QFY23: Quarterly Update - No light at the end of the tunnel ; Maintain NEUTRAL with Revised TP of Rs. 133/ India Vishal Gutka
09-Nov-2022 PI Industries Q2FY23 Result Review; Strong performance from both segments drives margins India Harmish Desai
09-Nov-2022 Nalco Q2FY23: Near term outlook remain challenging (Downgrade to Neutral) India Vikash Singh
09-Nov-2022 Westlife Foodworld Ltd (WFL IN) 2QFY23: Quarterly Update - Firing on all cylinders ; Maintain BUY with Revised TP of Rs. 925 India Vishal Gutka
09-Nov-2022 Gateway Distriparks 2QFY23 Update - Expanding reach Maintain BUY India Vikram Suryavanshi
09-Nov-2022 NCC Ltd Q2FY23 - Strong execution; Margins stable; Balance sheet stretches a bit India Vibhor Singhal
09-Nov-2022 GE T&D India Q2FY23: Weak quarter; Ordering pickup awaited (NEUTRAL) India Umesh Raut
09-Nov-2022 Tata Motors (TTMT IN) - Q2FY23 update - Improved outlook though macro risks remain - Maintain Buy India Saksham Kaushal
09-Nov-2022 PC-WIT (8 Nov): Improvement in activity India Anjali Verma
09-Nov-2022 Vinati Organics Ltd - Visible growth as well as cost concerns are priced-in; Maintain NEUTRAL rating with TP Rs 2000 India Surya Patra
08-Nov-2022 KEC International Q2FY23: Wait for margin revival continues (Maintain NEUTRAL) India Umesh Raut
08-Nov-2022 Godrej Consumer Products (GCPL IN) 2QFY23: Quarterly Update - Keeping the faith alive ; Maintain BUY with TP of Rs. 950 India Vishal Gutka
08-Nov-2022 Divis Laboratories - Elevated cost + industry challenges mar near-term outlook; BUY in all corrections with a TP of Rs 3800 India Surya Patra
08-Nov-2022 Endurance Technologies (ENDU IN) - Q2FY23 update - New programs driving top line - Maintain Buy India Saksham Kaushal
08-Nov-2022 Ceat Ltd (CEAT IN) - Q2FY23 update - Benefit of raw material correction yet to flow in - Maintain Neutral India Saksham Kaushal
07-Nov-2022 Britannia Industries (BRIT IN) 2QFY23: Quarter Update - Volume growth momentum to sustain ; Maintain BUY with Revised of Rs. 5,000/- India Vishal Gutka
07-Nov-2022 Mahindra Logistics 2QFY23 Update - Building sustainable scale Maintain BUY India Vikram Suryavanshi
07-Nov-2022 Cummins India Q2FY23: Demand intact; Input price correction to drive margin uptick (Maintain BUY) India Umesh Raut
07-Nov-2022 SRF Ltd - Strong visible growth in core chemicals excites; Maintain BUY with TP Rs 2800 India Surya Patra
07-Nov-2022 Coromandel Int Q2FY23 - Nov 2022 India Harmish Desai
06-Nov-2022 Hero MotoCorp (HMCL IN) - Q2FY23 update - Higher retails the only positive - Maintain Neutral India Saksham Kaushal
06-Nov-2022 Escorts Ltd (ESC IN) - Q2FY23 update - Weaker margins a concern, industry outlook improved - Maintain Neutral India Saksham Kaushal
06-Nov-2022 TVS Motor (TVSL IN) - Q2FY23 update - Outlook looks better with multiple tailwinds - Maintain Buy India Saksham Kaushal
06-Nov-2022 Bank of Baroda (BOB IN) - Strong Performance India Manish Agarwalla
06-Nov-2022 DCB Bank (DCBB IN) - Performance In-line, disbursement gaining momentum India Manish Agarwalla
06-Nov-2022 Cipla - gRevlimid is the Key near-term driver but priced-in; Downgrade to Neutral with lowered TP of Rs 1230: India Surya Patra
06-Nov-2022 State Bank of India (SBIN IN) - Strong beat on all parameters India Manish Agarwalla
05-Nov-2022 Dalmia Bharat (DALBHARA IN) - Maintain Neutral - PO Rs1,600 India Vaibhav Agarwal
05-Nov-2022 JK Lakshmi Cement (JKLC IN): Maintain BUY - PO Rs1,000 India Vaibhav Agarwal
05-Nov-2022 ABFRL: Aggressive ad spends and store expansion drag margin India Ankit Kedia
04-Nov-2022 Indian Bank (INBK IN) - Decent performanc India Manish Agarwalla
04-Nov-2022 Titan Company (TTAN IN) 2QFY23 : Quarter Update - Glittering show ; Maintain BUY with Revised TP of Rs. 3,45 India Vishal Gutka
04-Nov-2022 Marico Ltd (MRCO IN) 2QFY23: Quarter Update- 2HFY23 volume growth trends looking moderate ; Maintain NEUTRAL with TP of Rs. 460/ India Vishal Gutka
04-Nov-2022 MMFS IN: Disbursement run-rate better than pre-covid levels India Shubhranshu Mishra
03-Nov-2022 Welspun Corp Q2FY23: One-off cost dragged performance; Set for very strong FY24 (Maintain buy) India Vikash Singh
03-Nov-2022 HDFC Ltd (HDFC IN) - In line Performance, asset quality improves India Manish Agarwalla
03-Nov-2022 LICHF IN: Operational weak performance India Shubhranshu Mishra
03-Nov-2022 Macro & Strategy (Monthly): PCI declined after two successive months of improvemen India Anjali Verma
03-Nov-2022 Chambal Fertiliser Q2FY23 - Nov 2022 India Harmish Desai
03-Nov-2022 Fertiliser sector - NBS Policy Update India Harmish Desai
03-Nov-2022 CIFC IN: New business initiatives gaining scale India Shubhranshu Mishra
02-Nov-2022 Adani Ports & SEZ - Q2FY23 - Decent results; Guidance maintained India Vaibhav Agarwal
02-Nov-2022 WIT (1 Nov): Mixed signals; eyes on Fed policy India Anjali Verma
02-Nov-2022 UPL Ltd Q2FY23 - Nov 2022 India Harmish Desai
01-Nov-2022 Bharti Airtel Q2FY23 - Inline results; Impressive upward trend in ARPU continues India Vibhor Singhal
01-Nov-2022 Larsen & Toubro Q2FY23: Well played on all fronts but for core margins (Maintain BUY India Umesh Raut
01-Nov-2022 TechM 2QFY23 - Modest results – inline; Margin profile remains weak India Vibhor Singhal
01-Nov-2022 Sun Pharma- Robust core operating performance amid challenges; Maintain BUY with TP Rs 1150 India Surya Patra
01-Nov-2022 QSR : Sector Update - Power packed 2HFY23 ahead India Vishal Gutka
01-Nov-2022 Tata Steel Q2FY23: Domestic performance to lag peers; Europe also under pressure (Downgrade Neutral India Vikash Singh
01-Nov-2022 Bharat Electronics (BHE IN) - Q2FY23 update - Conservative guidance allows room for over-delivering - Maintain BUY India Umesh Raut
01-Nov-2022 TCI Ltd 2QFY23 Update : Recovery in Supply Chain Maintain Neutral India Vikram Suryavanshi
31-Oct-2022 Fiscal deficit & Core Sector: H1FY23 deficit controlled at 37% of BE; core sector weak India Anjali Verma
31-Oct-2022 Strategy : Extent/time of global growth slowdown a big unknown; not factored-in ye India Anjali Verma
30-Oct-2022 Maruti Suzuki (MSIL IN) - Q2FY23 update - Successful new launches bearing fruit - Maintain Buy India Saksham Kaushal
29-Oct-2022 Dr Reddys Labs - Raining cashflow from gRevlimid drives qualitative growth; BUY with raised TP of Rs 5300 India Surya Patra
28-Oct-2022 Vedanta Q2FY23: Compelling dividend yield amid uncertain commodity outlook (Downgrade to Neutral) India Vikash Singh
27-Oct-2022 Metals Monthly Wrap - October 2022 India Vikash Singh
27-Oct-2022 Dabur India (DABUR IN) 2QFY23 | Quarterly Update - Inferior sales mix weighs on profitability ; Maintain BUY with TP of Rs. 600/ India Vishal Gutka
27-Oct-2022 WIT (25th Oct): Diwali holidays slowed industrial indicator India Anjali Verma
23-Oct-2022 Atul Ltd (ATLP IN) - Mounted margin pressure remains the key concern; Maintain NEUTRAL with TP Rs 8700 India Surya Patra
23-Oct-2022 Kotak Mahindra Bank (KMB IN) - Benign credit environment paying off India Manish Agarwalla
23-Oct-2022 SCUF IN - Loan growth healthy; improvement in margins India Shubhranshu Mishra
23-Oct-2022 ICICI Bank (ICICIBC IN) - Strong Outperformance India Manish Agarwalla
21-Oct-2022 JSW Steel Q2FY23: Margins set to improve; Near term industry outlook remains hazy (Maintain Neutral) India Vikash Singh
21-Oct-2022 SHTF IN - Disbursement run-rate at peak levels India Shubhranshu Mishra
21-Oct-2022 Hindustan Unilever Ltd (HUVR IN) 2QFY23: Quarterly Update - Weak operating performance ; Maintain BUY with TP of Rs. 3,050/ India Vishal Gutka
21-Oct-2022 Hindustan Zinc Q2FY23: Outlook clouded; Stock reaching near attractive dividend yield (Maintain Neutral) India Vikash Singh
21-Oct-2022 IRB Infrastructure Q2FY23 - Modest results; Better revenue visibility – Fairly priced India Vibhor Singhal
21-Oct-2022 Ambuja Cements - Q3FY22 Update (Neutral; PO Rs460) India Vaibhav Agarwal
21-Oct-2022 Tata Consumer Products Ltd (TATACONS IN) 2QFY23 ; Quarterly Update - International business weighs on decent show in domestic business ; Maintain BUY with TP of Rs. 900 India Vishal Gutka
21-Oct-2022 Mphasis 2QFY23 - Muted Growth; Margins stable; Positive Outlook India Karan Uppal
20-Oct-2022 Colgate Palmolive (CLGT IN) 2QF23: Quarterly Update - Cut down in ad spends drives beat in earnings ; Maintain High Conviction SELL with TP of Rs. 1,200 India Vishal Gutka
20-Oct-2022 Shoppers Stop: Healthy store expansion to fuel growth India Ankit Kedia
20-Oct-2022 Agro Tech Foods (ATFL IN) 2QFY23: Quarterly Update - Weak operating performance; Healthy traction in food business ; Maintain BUY with TP of Rs. 92 India Vishal Gutka
20-Oct-2022 Persistent Systems 2QFY23 - Strong performance, Outlook bright, Outperformance to continue - Maintain BUY India Vibhor Singhal
20-Oct-2022 Axis Bank (AXSB IN) - Margin surprises positively India Manish Agarwalla
20-Oct-2022 Coforge Ltd 2QFY23 - Strong growth; Stable margins; Outlook remains bright India Vibhor Singhal
20-Oct-2022 Asian Paints (APNT IN) 2QFY23: Quarterly Update -Extended monsoon, inferior product mix spoils the party; Maintain BUY with TP of Rs. 3,500 India Vishal Gutka
20-Oct-2022 ITC Ltd (ITC IN) 2QFY23: Quarterly Update - All guns blazing ; Maintain BUY with TP of Rs. 400 India Vishal Gutka
20-Oct-2022 Bajaj Finance (BAF IN) - Mojo coming back India Shubhranshu Mishra
19-Oct-2022 PC-WIT (18th Oct): Improvement in activity amidst festivities India Anjali Verma
19-Oct-2022 Nestle India (NEST IN) 3QCY22 : Result Update - Rural distribution drive, NPD to support earnings momentum ; Maintain BUY with TP of Rs. 22,000 India Vishal Gutka
19-Oct-2022 ACC Ltd - Maintain BUY - PO Rs2,600 India Vaibhav Agarwal
19-Oct-2022 Praj Industries 2QFY23 update - Execution and order inflow remain strong Rating NEUTRAL with TP of Rs 485 India Vikram Suryavanshi
19-Oct-2022 HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs240 India Vaibhav Agarwal
19-Oct-2022 UltraTech Cement (UTCEM IN) - PO - Rs8,500 India Vaibhav Agarwal
19-Oct-2022 KPIT Tech Q2FY23: Strong Performance; Positive Outlook; But All’s Priced-in India Karan Uppal
19-Oct-2022 Indusind Bank (IIB IN) - Overall strong performance India Manish Agarwalla
19-Oct-2022 Infrastructure - PhillipCapital Conference Takeaways India Vibhor Singhal
19-Oct-2022 V-Mart Retail: Inorganic expansion to accelerate digital transformation India Vibhor Singhal
18-Oct-2022 L&T Tech Services: Q2FY23 - Decent results; Pockets of weakness appearing on the horizon India Vibhor Singhal
18-Oct-2022 Maharashtra Seamless Q2FY23: Another good quarter; Positive outlook intact (Maintain Buy) India Vikash Singh
17-Oct-2022 Logistics monthly update - Major ports and container volume tracker India Vikram Suryavanshi
17-Oct-2022 Avenue Supermarts: Near term pain to continue ( India Ankit Kedia
15-Oct-2022 Bajaj Auto (BJAUT IN) - Q2FY23 update - Decent quarter despite export weakness - Maintain Buy India Saksham Kaushal
15-Oct-2022 L&T Infotech Q2FY23 - Decent performance; Commentary Remains Positive India Vibhor Singhal
14-Oct-2022 Cyient 2QFY23 - Modest performance; Portfolio Remains Volatile India Karan Uppal
14-Oct-2022 Mindtree Q2FY23 - Beat on all fronts, again; Continues to outperform India Vibhor Singhal
14-Oct-2022 Infosys 2QFY23 - Decent results – Decent Growth, Strong Margins, Outlook remains bright India Vibhor Singhal
12-Oct-2022 CPI, IIP : Inflation expectedly surged; IIP contracted after 17-months India Anjali Verma
12-Oct-2022 Wipro 2QFY23 - Modest results; Weak guidance; Continues to underperform India Vibhor Singhal
12-Oct-2022 HCL Tech Q2FY23 - Decent performance by Services; P&P continues to drag India Vibhor Singhal
12-Oct-2022 WIT (11th Oct): Festive demand buoyant; Indicators a tad lowe India Anjali Verma
11-Oct-2022 MF Tracker (Sep) - Strong net flows; NFOs on rise; Buying in Healthcare; selling in Oil & Gas/IT India Anjali Verma
10-Oct-2022 TCS 2QFY23 - Steady performance; Commentary remains strong – Maintain BUY India Vibhor Singhal
09-Oct-2022 Hero MotoCorp (HMCL IN) - Company update - EV chapter begins - Maintain Neutral India Saksham Kaushal
07-Oct-2022 Strategy: Q2FY23 Earnings Preview: Ex-Financials, Sharp earnings dip led by commodity pressure India Anjali Verma
07-Oct-2022 Financials: Credit growth gaining momentum India Manish Agarwalla
06-Oct-2022 Specialty Chemicals - Q2FY23 Preview: Earnings momentum continues; Top results picks: ARTO and SRF India Surya Patra
06-Oct-2022 Metals 2QFY23 Preview - Ferrous performance to bottomed out; Non-ferrous faced double whammy of higher CoP and lower LME India Vikash Singh
06-Oct-2022 WIT (4th Oct): Economic activity advancing supported by festivities India Anjali Verma
06-Oct-2022 Pharma Q2FY23 Preview: Not out of woods yet; Key result picks - Positive: ZYDUSLIF, CIPLA; Negative: IPCA, LPC India Surya Patra
04-Oct-2022 Macro & Strategy (Monthly): PCI rise for second successive month India Anjali Verma
03-Oct-2022 IT Services - Q2FY23 Preview: Steady growth; Stable margins; Volatile macro India Vibhor Singhal
03-Oct-2022 CMIE capex data – remains weak as announcements by central govt declined 91% yoy India Umesh Raut
03-Oct-2022 Agriculture Inputs Q2FY23 preview: Erratic rainfall impacts domestic performance; exports deliver India Harmish Desai
30-Sep-2022 Fiscal deficit & Core Sector: Deficit inched up; core sector slips furthe India Anjali Verma
30-Sep-2022 Monetary Policy: Building hawkishness in sync with global CBs India Anjali Verma
30-Sep-2022 Logistics Update : National Logistics Policy Proposals – Tech enabled integration India Vikram Suryavanshi
29-Sep-2022 WIT (27th Sep): Economic activity weaker India Anjali Verma
28-Sep-2022 Zydus Lifesciences Ltd - gRevlimid eliminates the concern of competition in Asacol HD; BUY with raised TP Rs 510 India Surya Patra
26-Sep-2022 Strategy: Can India outperformance against the globe, last/continue? India Anjali Verma
26-Sep-2022 India Textiles - Sector Update : Cotton India Vikram Suryavanshi
26-Sep-2022 Metals Monthly Wrap - September 2022 India Vikash Singh
22-Sep-2022 Accenture 4QFY22: Decent results & Guidance; Strong bookings - Net +ve for Indian IT India Vibhor Singhal
21-Sep-2022 WIT (20th Sep): Economic activity slightly weak; eyes on Fed policy India Anjali Verma
18-Sep-2022 Logistics monthly update - Major ports and Container rail volume India Vikram Suryavanshi
18-Sep-2022 Logistics sector update: National Logistics Policy – shifting on fast track India Vikram Suryavanshi
15-Sep-2022 KEC International (KECI IN) Analyst Meet Update - Watch out for margin recovery & balance sheet improvement India Umesh Raut
15-Sep-2022 Venus Pipes and Tubes Ltd Update - Ready to scale up (Not Rated) India Vikash Singh
14-Sep-2022 Allcargo Logistic - Company Update : Network efficiency, digitization and re-structuring India Vikram Suryavanshi
14-Sep-2022 WIT (13th Sep): Economic activity stable/improving India Anjali Verma
12-Sep-2022 CPI, IIP : Inflation expectedly inch higher; IIP growth slackened India Anjali Verma
12-Sep-2022 MF Tracker (Aug) - NFO returned but net flows soften; Buying in Utilities; Selling in IT/Healthcare India Anjali Verma
12-Sep-2022 ABFRL: FY22 annual report analysis India Ankit Kedia
09-Sep-2022 Vedanta Co Update: Banking on volume-backed profit growth story in uncertain times (Maintain Buy) India Vikash Singh
02-Sep-2022 Macro & Strategy (Monthly): PCI recovers as economic activity strong; equities rebound India Anjali Verma
01-Sep-2022 Biocon - Multiple Form-483s on biosimilar units hurts growth; Maintain BUY with lowered TP Rs 410 India Surya Patra
01-Sep-2022 WIT (31st Aug): Economic activity improves further India Anjali Verma
01-Sep-2022 SRF Ltd - Unveils its aggressive capex and growth plan; Maintain BUY with raised TP Rs 2800 India Surya Patra
30-Aug-2022 Q1FY23 GDP : Consumption and investment supported growth India Anjali Verma
30-Aug-2022 Fiscal deficit & Core Sector: Deficit tamed with healthy receipts; core sector dips slightly India Anjali Verma
30-Aug-2022 Hindustan Aeronautics Ltd (HNAL IN) - Clear skies ahead!! India Umesh Raut
29-Aug-2022 Financials - Expanding risk appetite for growth India Manish Agarwalla
25-Aug-2022 V-Mart Retail - FY22 annual report analysis India Ankit Kedia
25-Aug-2022 Bharat Electronics (BHE IN) - Superior execution to lead consensus earnings upgrade India Umesh Raut
24-Aug-2022 WIT (23rd Aug): Economic activity expectedly improves India Anjali Verma
22-Aug-2022 Logistics monthly update - Major ports and Container rail volume India Vikram Suryavanshi
18-Aug-2022 Bata India: Higher than expected overheads led to an earnings miss India Ankit Kedia
18-Aug-2022 Retail: Q1FY23 result review India Ankit Kedia
17-Aug-2022 Aegis Logistics Q1FY23 update : Capex to drive growth together with Joint venture Downgrade to Neutral India Vikram Suryavanshi
17-Aug-2022 WIT (16th Aug): Slight sequential weakness owing to public holiday India Anjali Verma
17-Aug-2022 ITD Cementation - Q1FY23 - Strong execution, Modest margins; Orderbook strong India Vibhor Singhal
16-Aug-2022 Ahluwalia Contracts Q1FY23 - Modest results; Strong order inflow – Margins need to pickup India Vibhor Singhal
16-Aug-2022 JK Cement Ltd (JKCE IN) - Maintain BUY (PO Rs3,100) India Vaibhav Agarwal
16-Aug-2022 Apollo Tyres (APTY IN) - Q1FY23 update - Demand outlook steady but cost inflation remains high - Maintain Neutral India Saksham Kaushal
16-Aug-2022 -Strategy – Q1FY23 Largely in-Line; Margin compression near-bottom India Anjali Verma
15-Aug-2022 Hero MotoCorp (HMCL IN) - Q1FY23 update - Weaker performance owing to adverse mix - Maintain Neutral India Saksham Kaushal
15-Aug-2022 Eicher Motors (EIM IN) - Investor Day Takeaways - Strong brand based healthy product pipeline - Maintain buy India Saksham Kaushal
14-Aug-2022 Aurobindo Pharma - Visible margin pressure to hurt FY23 earnings: Maintain BUY with TP Rs 700 India Surya Patra
14-Aug-2022 Repco Home Finance (REPCO IN) - Improvement in asset quality India Manish Agarwalla
14-Aug-2022 Power Finance Corporation (POWF IN) - Disbursement below expectation India Manish Agarwalla
14-Aug-2022 Divis Laboratories -Cost pressure on the top of FY22 high base defers re-rating; Maintain BUY with lowered TP of Rs 4500 India Surya Patra
13-Aug-2022 India Cements - Maintain Sell (PO Rs135) India Vaibhav Agarwal
12-Aug-2022 CPI, IIP : Inflation drops further; IIP growth healthy India Anjali Verma
12-Aug-2022 Allcargo Logistics Ltd: Q1FY23 Results Update - Benefit of digitization and operational efficiency Upgrade to BUY India Vikram Suryavanshi
12-Aug-2022 IPCA Laboratories - Mounting cost pressure hurts FY23 earnings: Maintain Neutral with lowered TP of Rs 870 India Surya Patra
12-Aug-2022 Page Industries - Healthy volume growth in seasonally strong quarter India Ankit Kedia
12-Aug-2022 Trent: Robust all-round performance despite headwinds India Ankit Kedia
11-Aug-2022 Pennar Industries Q1FY23 update : Strong recovery across business segments Maintain BUY India Vikram Suryavanshi
11-Aug-2022 Ashoka Buildcon - Q1FY23 - Strong results; Valuations attractive; Diversification risks increasing India Vibhor Singhal
11-Aug-2022 MF Tracker (Jul) - Net flows soften; Buying in Financials; selling in Oil & gas/IT India Anjali Verma
11-Aug-2022 Steel Authority of India Q1FY23: Performance to bottom out in 2Q; Staged for revival 2H (Upgrade to Buy) India Vikash Singh
11-Aug-2022 Tata Consumer Products Ltd (TATACONS IN) 1QFY23 Result Update: Food business margins to recover ; Maintain BUY with TP of Rs. 915/ India Vishal Gutka
11-Aug-2022 Aarti Industries - Healthy core performance amidst challenges; Maintain BUY with TP Rs 1000 India Surya Patra
11-Aug-2022 Navkar Corporation Q1FY23 Update : Expanding reach Maintain BUY India Vikram Suryavanshi
11-Aug-2022 ABB India (ABB IN) Q2 CY22 Result update - Outstanding performance India Umesh Raut
11-Aug-2022 Cummins India (KKC IN) Q1 FY23 Result Update - Upbeat demand; Price hikes to reflect in margin recovery India Umesh Raut
11-Aug-2022 Bharat Forge (BHFC IN) - Q1FY23 update - Favorable mix boosts performance - Maintain Buy India Saksham Kaushal
11-Aug-2022 Endurance Technologies - Q1FY23 update - Weak performance but outlook better - Maintain Buy India Saksham Kaushal
11-Aug-2022 Zydus Lifesciences - Paints stable outlook amidst challenges; Maintain BUY with lowered TP of Rs 450 India Surya Patra
10-Aug-2022 Ratmanai Metals & Tubes Q1FY23: Capacity ramp up to drive earnings. (Maintain Buy) India Vikash Singh
10-Aug-2022 Hindalco Q1FY23: Performance recovered; Novelis continue to drive valuations (Maintain Buy) India Vikash Singh
10-Aug-2022 NCC Ltd - Q1FY23 - Strong execution; Margins stable – Thesis intact India Vibhor Singhal
10-Aug-2022 PNC Infratech Ltd - Q1FY23 - Strong execution; Margins stable – Superior fundamentals India Vibhor Singhal
10-Aug-2022 GR Infraprojects Ltd - Q1FY23 - Strong results beat estimates – Growth concerns remain India Vibhor Singhal
10-Aug-2022 Eicher Motors (EIM IN) - Q1FY23 update - New product launches to bring back volumes - Maintain Buy India Saksham Kaushal
10-Aug-2022 WIT (9th Aug): Economic activity stable; mobility improved India Anjali Verma
09-Aug-2022 Sanghi Industries (SNGI IN) - Downgrade to Neutral; PO Rs40 India Vaibhav Agarwal
09-Aug-2022 Bharti Airtel - Q1FY23 - Inline results; All set for the new capex cycle India Vibhor Singhal
09-Aug-2022 Marico Ltd (MRCO IN) 1QFY23 Result Update: Volume growth to remain subdued in short term ; Maintain NEUTRAL with TP of Rs. 460/ India Vishal Gutka
09-Aug-2022 Nalco Q1FY23: Power cost played spoilsport; Negatives largely factored in (Maintain Buy) India Vikash Singh
09-Aug-2022 V-Mart Retail: Hope pinned on festive season India Ankit Kedia
08-Aug-2022 Camlin Fine Sciences - Robust earnings despite multiple challenges; Maintain BUY with TP Rs 200 India Surya Patra
08-Aug-2022 Adani Ports & SEZ - Q1FY23 - Decent results; Guidance maintained India Vibhor Singhal
08-Aug-2022 Jindal SAW Q1FY23: Lackluster performance; EBITDA to be skewed towards 2H (Maintain Buy) India Vikash Singh
08-Aug-2022 IRB Infrastructure Q1FY23 - Inline results; Better revenue visibility – Fairly priced India Vibhor Singhal
07-Aug-2022 ABFRL: Topline and gross margin beat offset by higher operating expenses India Ankit Kedia
07-Aug-2022 Mahindra & Mahindra (MM IN) - Q1FY23 update - New launches delivering - Maintain Buy India Saksham Kaushal
07-Aug-2022 Vinati Organics - Visible growth and cost concerns are priced-in; Maintain Neutral with TP Rs 2000 India Surya Patra
07-Aug-2022 Praj Industries 1QFY23 Update : Execution and order inflow remain strong Maintain BUY India Vikram Suryavanshi
07-Aug-2022 State Bank of India (SBIN IN) - Below expectation due to weak margin India Manish Agarwalla
06-Aug-2022 Mangalam Cement (MGC IN) - Maintain BUY - PO Rs510 India Vaibhav Agarwal
05-Aug-2022 Titan Company (TTAN IN) 1QFY22 Result Update: Glittering show ; Maintain BUY with TP of Rs. 2,750/- India Vishal Gutka
05-Aug-2022 Concor 1QFY23 Update : Strong growth in domestic business, price hike Maintain BUY India Vikram Suryavanshi
05-Aug-2022 TCI ltd 1QFY23 Update : Strong performance in Shipping continues Maintain Neutral India Vikram Suryavanshi
05-Aug-2022 Dalmia Bharat Ltd (Maintain Neutral: PO Rs1500) India Vaibhav Agarwal
05-Aug-2022 Welspun Corp Q1FY23: Performance to be significantly better in 2HFY23 (Maintain Buy) India Vikash Singh
05-Aug-2022 NMDC Q1FY23: 2Q to be a tough quarter as prices have bottomed out (Maintain Buy India Vikash Singh
05-Aug-2022 Monetary Policy: Against expectations, In sync with global CBs India Anjali Verma
05-Aug-2022 LIC Housing Finance (LICHF IN) - Subdued Roe to keep valuation at bay India Manish Agarwalla
05-Aug-2022 Chambal Fertilisers Q1FY23 Result update India Harmish Desai
05-Aug-2022 Avenue Supermarts (DMART IN) - FY22 annual report analysis and analyst-meet key takeaways (Maintain NEUTRAL) India Ankit Kedia
05-Aug-2022 PI Industries Ltd Q1FY23 Result update India Harmish Desai
05-Aug-2022 Lupin - Hit the bottom in Q1, Expects profitable recovery from Q2; Maintain Neutral with lowered TP Rs 650 India Surya Patra
04-Aug-2022 KEC International (KECI IN) Q1 FY23 Result Update - Losses in SAE drag earnings; Balance sheet concerns India Umesh Raut
04-Aug-2022 Dabur India (DABUR IN) 1QFY23 Result Update: Near term challenging as covid tailwinds tapers off ; Maintain BUY with Revised TP of Rs. 650/ India Vishal Gutka
04-Aug-2022 Britannia Industries (BRIT IN) 1QFY23 Result Update: On the path towards recovery in margins ; Maintain BUY with Revised TP of RS. 4,200/- India Vishal Gutka
04-Aug-2022 Vodafone Idea - Q1FY23 - Modest performance; Still a long way to go India Vibhor Singhal
04-Aug-2022 ESG - NDC & Other Bills: Significant target upgrade to lower emission India Anjali Verma
04-Aug-2022 Macro & Strategy (Monthly): PCI further weakened owing to softer sequential momentum India Anjali Verma
04-Aug-2022 Godrej Consumer Products (GCPL IN) 1QFY23 Result Update: Keeping the faith alive ; Maintain BUY with Revised TP of Rs. 1,000/ India Vishal Gutka
03-Aug-2022 Star Cement (STRCEM IN) - Maintain BUY (PO Rs110) India Vaibhav Agarwal
03-Aug-2022 HG Infra Engg Ltd - Q1FY23 - Decent performance; Growth intact; Margins stable India Vibhor Singhal
03-Aug-2022 Strategy: Asset trends in-line; Turn Neutral in the near-term India Anjali Verma
03-Aug-2022 WIT (2nd Aug): Economic activity stable/positive India Anjali Verma
03-Aug-2022 Gateway Distriparks 1QFY23 Update : Expanding reach Maintain BUY India Vikram Suryavanshi
03-Aug-2022 Siemens India (SIEM IN) Q3 FY22 Result Update - Robust demand visibility; cost headwinds to ease soon India Umesh Raut
02-Aug-2022 Indocount Industries 1QFY23 Update: Consolidating leadership position Maintain BUY India Vikram Suryavanshi
02-Aug-2022 Bajaj Consumer Care (BAJAJCON IN) 1QFY23 Result Update: Volume growth at cost of margins ; Maintain NEUTRAL with TP of Rs. 160 India Vishal Gutka
02-Aug-2022 UPL Ltd Q1FY23 - Aug 2022 India Harmish Desai
01-Aug-2022 Cholamandalam Finance (CIFC IN) - Strong operating performance India Manish Agarwalla
01-Aug-2022 Mahindra Logistics 1QFY23 Update: Building sustainable scale India Vikram Suryavanshi
01-Aug-2022 ITC Ltd (ITC IN) 1QFY23 Result Update: Firing on all cylinders ; Maintain BUY with TP of Rs. 360/ India Vishal Gutka
01-Aug-2022 Telecom: 5G spectrum auctions – JIO the aggressor, Bharti pragmatic India Vibhor Singhal
01-Aug-2022 Ashok Leyland (AL IN) - Q1FY23 update - Weaker than expected performance but outlook better - Maintain Neutral India Saksham Kaushal
01-Aug-2022 Escorts Kubota Ltd (ESCORTS IN) - Q1FY23 update - Market share loss a cause of concern - Maintain Neutral India Saksham Kaushal
01-Aug-2022 Sun Pharma - Strong core performance in difficult times: Maintain BUY with raised TP of Rs 1150 India Surya Patra
01-Aug-2022 Cipla - Key new launches in H2 powers FY23 earnings; Maintain BUY with raised TP of Rs 1250 India Surya Patra
31-Jul-2022 Indian Bank (INBK IN) - Strong overall performance India Manish Agarwalla
31-Jul-2022 Bank of Baroda (BOB IN) - Muted Margin India Manish Agarwalla
31-Jul-2022 DCB Bank (DCBB IN) - Below our Expectation India Manish Agarwalla
29-Jul-2022 HDFC Ltd (HDFC IN) - Lag in rate transmission impacts NIM India Manish Agarwalla
29-Jul-2022 Bata India: FY22 annual report analysis India Ankit Kedia
29-Jul-2022 Fiscal deficit & Core Sector: Deficit controlled; core sector decen India Anjali Verma
29-Jul-2022 Emami (HMN IN) 1QFY23 Result Update: Favorable risk reward ; Maintain BUY with TP of Rs. 535 India Vishal Gutka
29-Jul-2022 Westlife Development Ltd (WLDL IN) 1QFY23 Result Update: Benefits of improving scale to get reflected in full force ; Maintain BUY with Revised TP of Rs. 750 India Vishal Gutka
29-Jul-2022 Coromandel International Q1FY23 Result Update - Higher subsidy & price hikes supports growth (Maintain BUY) India Harmish Desai
29-Jul-2022 Biocon - Pact with Serum Inst. and Viatris to add value progress; Maintained BUY with lower TP of Rs 440 India Surya Patra
28-Jul-2022 TVS Motor (TVSL IN) - Q1FY23 update - Decent quarter results precursor to much better future - Maintain Buy India Saksham Kaushal
28-Jul-2022 Shriram Transport Finance (SHTF IN) - Decent operating performance India