Browsing: analyst corner

We expect the premium growth to recover to ~14% CAGR (vs ~7% CAGR over FY19-22), led by an improvement in…

IndiGo reported a miss on our estimates, mainly led by lower-than-estimated yield (at Rs 4.4), with revenue passenger kilometre (RPK)…

Zomato’s growth in the next two years is expected to come from increased frequency rather than new users. While this…

As expected, Bharti delivered a strong growth in the fourth quarter because of tariff hikes. Its subscriber mix continued to…

PCBL’s Ebitda for the last quarter of FY22 was disappointed owing to higher other expenses, but gross profit/kg improved quarter-on-quarter…

CIL’s March-22 e-auction premium (290%) was at record high (February: 120%) with volumes doubling month-on-month to 7.9 MT. CIL’s offtake…

Gross margin contracted by -205bps due to high input costs, but EBITDA margin was up by 51bps to 23.2% on…

Management has guided for production of 21mmt/24.3bcm of oil/gas for FY23E and 24mmt/32bcm of oil/gas for FY24E, respectively EBITDA in…

The strong revenue growth was driven mainly by the agri business, which doubled y-o-y. Gross revenue (ex-agri) was up 16.2%…

VGRD’s Q3FY22 revenue growth (+16% year-on-year) was driven by traction in Durables and Kitchen Appliances (+28%) and Electricals (+19%), whereas…