Post-Election disappointment: Modi stocks' underperform market expectations
Bear Case: Lower realization, demand, and capacity delays could impact company performance
Bull Case: Dalmia Bharat will expand cement grinding capacity to 49.5 mtpa by FY25E.
Bull Case: Positive momentum in US consumer trends, Capco business, and BFSI Sector: Secures 10 large deals in Q1
Bear Case: EBIT margin surprises positively, while manufacturing, healthcare, and communications face declines; Q2 FY25 guidance disappoints
Bear Case: Execution peak expected in FY25, deferred NGC order could delay revenue growth; analysis on stock rally and budget Impact
Bull Case: GRSE bullish on naval projects: Significant orders and pipeline anticipated in H1FY25
Bear Case: Kotak Institutional Equities: Unfavorable risk-reward outlook on slow RoE improvement
Bull Case: Green Shoots: Yes Bank slippages at 8-quarter, provisions decline sharply in Q1