Institutional Reports18 May 2024
Zydus Lifesciences: EBITDA growth (+24% YoY*) was led by strong sales growth (+38% QoQ jump in US sales and +13% YoY in EMs; India saw mo...
Institutional Reports17 May 2024
India’s healthcare sector is poised for growth, with an expected steady 11-12% CAGR over the next five years, led by favourable macroecon...
Institutional Reports17 May 2024
We have analysed TCS’ annual report and some key highlights include (1) near-term growth uncertainty due to weak discretionary, but mediu...
Institutional Reports17 May 2024
Mankind Pharma (Mankind) reported 42% YoY EBITDA growth, led by 19% YoY sales growth (India formulation up 11% YoY and exports grew 230% ...
Institutional Reports17 May 2024
Crompton’s core portfolio (standalone), in line with its Crompton 2.0 strategy, continued to report strong performance as revenue/EBITDA/...
Institutional Reports17 May 2024
Mahindra & Mahindra: M&M Q4FY24 PAT at INR 21.6bn beat our estimate of INR 17.9bn, aided by better realisation and soft commodity prices....
Institutional Reports16 May 2024
Colgate Palmolive's 4QFY24 results exceeded consensus estimates, marking the first quarter of positive volume-led growth after eight cons...
Institutional Reports16 May 2024
Dixon’s mobile division continued to drive overall topline growth as it doubled in revenues both in Q4 and FY24. Post the acquisition of ...
Institutional Reports16 May 2024
Shree Cement: We maintain our ADD rating on Shree Cement, with an unchanged SOTP target price of INR 28,700/share. Cement volume growth s...
Institutional Reports15 May 2024
Devyani’s (DIL) 4QFY24 results were below our estimates, as core brands (KFC and PH) disappointed on the SSSG front. Although the India ...
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