First Light | Government Stimulus, Inflation and IIP, Eicher Motors, Aurobindo Pharma, Petronet LNG, TVS Srichakra
Government Stimulus: Stimulus to boost growth. Inflation and IIP: Growth improves; inflation firms up. EIM: Q2 in line; maintain SELL. ARBP: Q2 beat; growing balance sheet comfort merits higher multiple. PLNG: Margins buoyant, volumes normalise