*over or under performance to benchmark index TIIs revenue stream with growth in the core sector, and industrial segments like railways & power continue to support long-term revenue visibility. The company is exploring significant diversification beyond the automotive sector due to cyclicality in the industry, especially considering the weak performance in the Passenger Vehicle (PV) and Heavy Commercial Vehicle (HCV) segments. Further, recovery in EV expansion builds stability for the long term....
IPRU continues to demonstrate a strong and sustainable growth trajectory, supported by a well-diversified product portfolio, consistent profitability and a customer-centric approach. The company's focus on customer-centricity, operational efficiency and prudent risk management strengthens its competitive edge. With a resilient balance sheet, strong solvency position and effective risk management, it is well - equipped...
The company reported robust revenue growth during the quarter on account of higher volume. However, margin and profitability were impacted by the higher cost of sales. Marico expects better outlook as its Food portfolio is expected to grow by 25% in FY26 owing to its scaling up of existing franchises and product innovations. Volume is expected to be better in FY26 as compared to FY25, indicating a favourable performance in the future. Its strong market share and new businesses...
Oberoi Realty demonstrated moderate financial performance but exhibits optimistic outlook, driven by its strong launch pipeline, which is expected to drive growth and revenue visibility over the next few quarters. The company's ready inventory *over or under performance to benchmark index provides strong cash flow visibility, reducing dependence on new launches and ensuring a stable financial performance. Further, the sustained performance of Three Sixty West, with consistent sales at premium prices, is a testament to the company's ability to deliver high-quality projects. With a robust development...
Phoenix Mills displayed negative growth in Q4FY25, but its core segments continued to perform well. The company has an ambitious expansion and densification strategy, supported by strong cash flows and a disciplined balance sheet. A strong pipeline of upcoming retail and mixed-use developments across key urban centres is expected to drive robust growth, providing clear visibility on future revenue. This reinforces Phoenix Mills' position as a leading player poised to benefit...
Ambuja Cements put up a robust financial performance and crossed 100 million tons of cement capacity, becoming the 9th-largest cement company globally. With a strategic focus on growth, operational excellence, increasing market presence, strengthening ground network, improving efficiency and cost leadership, Ambuja is well-positioned to maintain its market leadership and achieve sustainable performance. The company's growth will be further supported by a strong...
We expect the demand environment is likely to remain weak in coming quarters while increasing competition intensity in the sector will impact the outlook. we further reduce FY26/FY27 earnings by 7/8%, respectively....
Going ahead, demand from the real estate and construction sectors will drive volumes of cables & wires. Further, The recent changes in income tax slab rates are anticipated to boost discretionary spending. While restocking and seasonal factors will drive overall growth going ahead....
The company is currently facing challenges due to the new accounting standards and a surge in claim frequency and severity, which are affecting its profitability. However, recent price adjustments are expected to mitigate the impact of rising medical costs and hospitalisation trends, potentially leading to a gradual decline in the claims ratio over the next few quarters. A potential reduction in expense ratios and stable commission ratios are expected as the company grows. Additionally, the company is adopting a targeted approach by focusing on specific market segments...
The order book for lithium-ion battery packs is in an incipient stage, with a ramp-up EIL is focusing on its new energy business to drive future growth. Strategic MOU with Korean OEMs, for the development, production and supply of battery cells...
