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Latest Reports
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| Date |
Description |
Country |
Analyst |
Download |
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| 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 |
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| 05-Feb-2024 |
Bajaj Electricals Ltd (BUY; TP: 1,220) Q3FY24 Result: Muted demand impacted performance; now all eyes on season |
India |
Manish Agarwalla |
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| 04-Feb-2024 |
Orient Electric Ltd (BUY; TP: 304) Q3FY24 Result: Inline performance; fans to lead growth in Q4 |
India |
Manish Agarwalla |
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| 04-Feb-2024 |
V-Guard Industries Ltd (BUY; TP: 367) Q3FY24 Result: Strategy intact; weak consumer sentiment impacted performance |
India |
Manish Agarwalla |
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| 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 |
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| 24-Jan-2024 |
Havells India Ltd (BUY; TP: 1509) Q3FY24 Results: Weak consumer sentiment dragged Q3, expect strong season |
India |
Manish Agarwalla |
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| 01-Nov-2023 |
Kaynes Technology India Ltd (BUY; TP:2,848) Q2FY24 Result: Strong outlook with OSAT opportunity on cards. |
India |
Deepak Agarwal |
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| 30-Aug-2023 |
Semiconductor Industry: India re-designing – from charkhas to chips |
India |
Deepak Agarwal |
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| 23-Aug-2023 |
CG Consumer Electricals Ltd (NEU; TP: 321)Management Meeting KTA; On a mission to execute Crompton 2.0 |
India |
Deepak Agarwal |
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| 10-Aug-2023 |
V-Guard Industries Ltd (BUY; TP: 354) Q1FY24 Results: Guidance maintained; looking up for festive season |
India |
Deepak Agarwal |
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| 10-Aug-2023 |
Bajaj Electricals ltd (BUY; TP: 1,482) Q1FY24 Result: Weak consumer sentiment; expect recovery from H2 |
India |
Deepak Agarwal |
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| 23-Jul-2023 |
Cyient DLM Ltd (BUY; TP: 630) Q1FY24 Result: Thesis intact; Export to remain key focus in FY24. |
India |
Deepak Agarwal |
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| 20-Jul-2023 |
Havells India Ltd (BUY; TP: 1,489) Q1FY24 Result: Pick-up in B2B; B2C to follow |
India |
Deepak Agarwal |
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| 19-Jul-2023 |
Polycab India Ltd (BUY; TP: 5,039) Q1FY24 Results: Strong growth backed by improved demand visibility in W&C |
India |
Deepak Agarwal |
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| 19-Jul-2023 |
EMS INDUSTRY: SECTOR INITIATION; From MAKE IN INDIA to MAKE FOR THE WORLD - 2.0 "EMS REVOLUTION" |
India |
Deepak Agarwal |
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| 27-May-2023 |
Finolex Cables Ltd (BUY; TP: Rs. 1,069) Q4FY23 Results: Thesis playing out in wire; communication cables undergoing expansion |
India |
Deepak Agarwal |
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| 15-May-2023 |
Polycab India Ltd (NEUTRAL; TP: 3,476) Q4FY23 Result: Strong quarter but nothing much on the table |
India |
Deepak Agarwal |
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| 03-May-2023 |
KEI Industries Ltd (BUY; TP: 2,124) Q4FY23 Result: Strong volume growth; Maintain guidance |
India |
Deepak Agarwal |
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| 03-May-2023 |
Havells India Ltd (BUY; TP: 1,352) Q4FY23 Result: Near-term headwinds; Structural story remains intact |
India |
Deepak Agarwal |
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| 26-Feb-2023 |
CG Consumer Electricals Ltd (NEU; TP: Rs 344) Company Update: Takeaways from the R&D facility visit + Management meet |
India |
Deepak Agarwal |
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| 20-Jan-2023 |
Polycab India Ltd: (BUY; TP: 3,328) Q3FY23 Result: Strong volume growth in W&C; FMEG still to come back |
India |
Deepak Agarwal |
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| 19-Jan-2023 |
Havells India Ltd: (BUY; TP:1,408) Q3FY23 Result: Sailing through in a weak demand environment |
India |
Deepak Agarwal |
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| 04-Jan-2023 |
Consumer Electricals: Q3FY23 Results Preview; Q3: Weak demand sentiments; Looking up to the season |
India |
Deepak Agarwal |
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| 04-Dec-2022 |
Samsung Electronics India Pvt Ltd: FY22 Annual Report Analysis; Expanding manufacturing for Market share gains |
India |
Deepak Agarwal |
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| 23-Nov-2022 |
Daikin Air Conditioning India Pvt Ltd: FY22 Annual Report Analysis; High focus on Localization with strong manufacturing base |
India |
Deepak Agarwal |
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