Institutional Reports28 Mar 2025
We maintain a BUY rating on Birla Corporation (BCORP) with an unchanged target price of INR 1,490/share (8x its FY27E consolidated EBITDA...
Institutional Reports28 Mar 2025
Following discussions with Astral management, we note that plumbing product demand remains muted in Q4FY25. PVC resin prices declined in ...
Institutional Reports26 Mar 2025
PEPL had a tough time navigating approval challenge, which resulted in weak 9MFY25 presale of INR 100bn vs. INR 230bn of FY25 guidance. W...
Institutional Reports24 Mar 2025
DLF has created a new benchmark in NCR luxury real estate with differentiated offerings like Camellias, Arbour, Privana. NCR developers a...
Institutional Reports24 Mar 2025
The UK government has decided to abolish NHS England and merge it into the Department of Health and Social Care (DHSC). NHS England, esta...
Institutional Reports21 Mar 2025
We recently engaged with Somany Ceramics' management, including Mr. Abhishek Somany (MD & CEO), Mr. Sailesh Kedawat (CFO), and Mr. Kumar ...
Institutional Reports21 Mar 2025
Plumbing demand remains muted, with low channel inventory driven by decreasing PVC resin prices. As per Supreme’s management assessment, ...
Institutional Reports21 Mar 2025
We recently interacted with the Greenpanel Industries management. Management mentioned MDF prices are stable and demand is muted in Q4, w...
Institutional Reports20 Mar 2025
V-MART’s recovery momentum from (1) an unfavourable rural cycle and (2) past capital allocation stumbles remains on track. (a) Footfall/s...
Institutional Reports18 Mar 2025
The Mahanagar Gas (MGL) stock price has increased by ~6% during the last three months, and the stock price of Indraprastha Gas (IGL) has ...
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