Sansera is expected to grow business at 40%-50% CAGR driven by a robust order book of ~Rs10bn. EPS is expected to grow at 33% CAGR over...
Impact of Increase in Risk Weights on Consumer Credit/ Loans by RBI. Banks will see slowdown in growth in PL/Cards/NBFC segments. Impact will...
JB Pharma is preferred pick due to aggressive growth focus, high return ratios, lean B/S & healthy FCF. It is outpacing industry growth. Strong...
ITC's value unlocking of the Hotel business is a welcome move. There will be sharper re-rating if other FMCG & IT Services are also demerged. Net...
Top 4 Chemical Stock Picks. Outlook for the Crop Protection Chemical sector is healthy due to robust growth in area under crops & decline in...
JB Chem is the preferred pick in Pharma sector due to its aggressive growth focus in the domestic market, strong financials &healthy FCF. Its...
ICICI Bank is the top pick in the banking space given visibility of 2% ROA by FY24E & 21% CAGR in net profit. The Bank is one of the best placed...
Stock Reco: Blue-Chip Hotel Stock. Cost optimization - driver of profitability. Four pronged strategy for earnings growth (1) RevPar growth (2)...
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