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Web www.equitybulls.com Research MakeMyTrip Report Reveals Where, How, When and With Whom India Travels ICRA revises banking sector outlook to Stable from Positive Massive shift in career aspirations as 8 out of 10 professionals eye new career paths this appraisal season, reports apna.co ICRA: Annual securitisation volumes estimated at Rs. 1.88 lakh crore for FY2024 46% of women opted for used cars in March 2024 in the country: Spinny Reports Addressing data privacy, security and ethical challenges is essential for the responsible adoption of GenAI in healthcare: PwC India report Retail pools continue to display stable performance across various asset classes: ICRA ICRA predicts small finance banks will raise over Rs 10,000 crore in FY 2024, up from Rs 6,400 crore in FY2023 CRISIL Ratings: Complex fertilisers volume to grow 4-5% next fiscal Issuances of securitised debt instruments (SDI) by corporate entities to rise to Rs 100 crore in FY2024: ICRA Godrej Interio's 'HomeScapes' Study reveals Indians want ‘Me-Time’ at home GDP growth to moderate to 6.0% in Q3 FY2024, led by agriculture and industry: ICRA Indian stock exchanges rank first in the world in terms of the number of IPOs in 2023 CRISIL Ratings: After soaring this fiscal, airlines to land >20% operating profit growth next fiscal Rising frauds propel demand for AI/ML strategies: Experian Study Cement makers to add 150-160 MTPA capacity by fiscal 2028 - CRISIL Investor exuberance propelling broking industry performance, MTF achieves a new high: ICRA CRISIL Ratings: Securitisation volume up ~20% in first nine months of this fiscal India is fastest growing large economy globally in CY2023-CY 2024 - Pantomath Report CRISIL Ratings: Market share of gold-loan NBFCs steady despite bank competition CRISIL Ratings: Vehicle loan AUM to vroom past Rs 8 lakh crore next fiscal 45% of Newbie traders claim that 'not knowing enough' is the primary reason for losses incurred in Futures & Options trading - Sharekhan's survey reveals CRISIL Ratings: Agri pump makers to see 7-9% revenue growth next fiscal Indian mutual fund industry likely to sustain its strong inflows in 2024: ICRA Analytics CRISIL Ratings: Operating profit of offshore rig operators to swell 30% next fiscal CRISIL Ratings: Organised F&G retailer revenue to grow in mid-teens next fiscal CRISIL Ratings: Shippers see a further revenue dip of 5-7% next fiscal as charter rates course correct 82% of professionals are concerned about job redundancy due to emerging technologies: Hero Vired Report UPI transactions witnesses 118% rise at retail stores in 2023: PayNearby Report Happy Forgings Limited - IPO - A trusted supplier for several Indian and Global OEMs - Reliance Securities CRISIL Ratings: Penetration of electric buses set to double next fiscal India's refined copper consumption to grow by 11% in FY2024, despite global headwinds: ICRA CRISIL Market Intelligence and Analytics - Curb on cane juice for ethanol - Sugar output lift Stable Repo Rates to Keep the Momentum Going for the Housing Market - Anuj Puri, Chairman - ANAROCK Group Payback period for investment in sustainable warehouses come down to three years in India: A JLL - IndoSpace report CRISIL Ratings - Profit margins of cotton yarn spinners to plunge 250-350 bps to decadal lows of 7-8% this fiscal Government, PSUs, and Defence sector experience 14% upsurge in hiring: foundit Insights Tracker CRISIL Ratings: Spirits high for organised liquor makers, revenues seen up 13% Corporate bond market to more than double by fiscal 2030 - CRISIL Gas Utilities : Gas consumption at record highs, growth now to trickle - Kotak Institutional Equities Emkay and Geojit increase target prices of LIC, expect over 20% upside CRISIL Ratings: Mall area to rise by 35% over the medium term on retail surge Crop & Chemical Dashboard: Bottom is near, recovery unclear - Kotak Institutional Equities Loan sell-downs of personal loan pools may see a temporary pause following the RBI's decision to increase risk weights: ICRA India Surges Ahead in 5G Deployment, Paving the Way for a High-Tech Future! CRISIL Ratings: Construction equipment revenue to grow 14-15% this fiscal India to contribute 22% to the Global ER&D sourcing market by FY30: BCG-nasscom Report CRISIL Ratings: In a decadal first, revenue of agrochemicals makers to slip ~3% on tepid demand this fiscal CRISIL Ratings: Flexible packaging industry stares at decadal low profitability as oversupply stings CRISIL Ratings: Domestic demand, softer cotton prices to sustain RMG growth CRISIL Ratings: Higher workplace occupancy to light up cigarette volume 7-9% CRISIL Ratings: Apparel retailers to grow 7-8% this fiscal via expansion, festival spur CRISIL Ratings: For tea companies, ~8% revenue degrowth brewing this fiscal CRISIL Ratings: Revenue of paper makers to crumple 8-10% this fiscal ICRA expects banking sector to stay resilient, outlook remains Positive CRISIL MI&A: Red-hot domestic demand to stave off steel price melt this fiscal CRISIL Ratings: Replacement demand to drive tyre volume up 6-8% this fiscal CRISIL Ratings: Home textiles makers to weave revenue, profitability rebound this fiscal Capital outlay on roads, renewables seen rising ~35% in this and next fiscals to Rs ~13 lakh cr, backed by strong execution pace Softening demand to moderate Indian IT services industry growth to 3-5% in FY2024: ICRA CRISIL Ratings: Telcos may dial up Ebitda 15-17% to Rs 1.2 lakh crore this fiscal CRISIL Ratings: Social welfare spend of states to hit a decadal high this fiscal CRISIL Ratings: Footwear sector revenue to tread ~11% higher this fiscal CRISIL Ratings: Robust demand to whip up dairy industry revenue 14-16% Indian hospital industry's operating profit margin will remain healthy at over 22% in FY2024: ICRA Weak overseas demand to snip 5-6% off jute revenue this fiscal - CRISIL ICRA expects the telecom services industry to report moderate revenue growth of around 7-9% in FY2024 amid high capex spends CRISIL - Viscose staple yarn makers set for 10-12% revenue growth this fiscal Sugar mills seen unscathed despite pricier cane, lower exports - CRISIL CRISIL Ratings: Specialty chemicals on domestic drive, revenue seen growing 6-7% CRISIL Ratings: Higher ad spends to lift revenue 13-15% for print media this fiscal Paytm: Top brokerages, such as ICICI Securities, Axis, Dolat lift Paytm's target price to Rs. 1250 CRISIL Ratings: Securitisation volume surges 60% to first-quarter peak CRISIL Ratings: FMCG sector to witness 7-9% rise in revenue this fiscal CRISIL MI&A and ATMA: Tyre industry on a roll, driving towards doubling in size CRISIL Ratings: Slowing US, EU to chip 6-8% away from handicraft sales this fiscal CRISIL MI&A: One out of five MSMEs to see stretch in working capital days Yes Securities Identifies Rural India as Key Driver of Economic Recovery in Latest Report CRISIL Ratings: Revenue of automotive component makers to grow 10-12% this fiscal CRISIL: Residential real estate sales to grow 8-10% this fiscal CRISIL MI&A: Cement prices to dip 1-3% this fiscal despite healthy demand CRISIL Ratings: Aircraft MRO services revenue could leap 3x in 5 fiscals Demand pressures to moderate revenue growth of Indian fashion retail entities to 10% in FY2024: ICRA CRISIL Ratings: Revenue of organised gold jewellers to rise 16-18% this fiscal CRISIL Ratings: Revenue of top 18 states to grow at 6-8% this fiscal Automobile Sector - Monthly Quick View - May'23 - Steady YoY and MoM Growth on Low Base; UVs are Clear Winner... CRISIL Ratings: New guidelines lend much-needed clarity to FLDG usage MSP for kharif crops - Views of Pushan Sharma, Director - Research, CRISIL Market Intelligence and Analytics PMI Services logs a record high, Employment scenario, however, remains a concern Road construction to witness 16-21% jump in FY2024, ahead of General Elections: ICRA Sustained demand momentum to drive double-digit revenue growth for the Indian hotel industry in FY2024: ICRA HCL Technologies Ltd - Q4FY23 Result First Cut - A marginal miss on major parameters, though PAT beats expectations Indian quick-service restaurant industry to witness strong growth in near to medium term with expected ramp-up in store additions: ICRA HDFC Securities Institutional Research Desk: Report on Infosys - On the back foot Infosys Ltd. Q4FY23 Result First Cut - A miss on all fronts Healthy credit growth of NBFCs and HFCs led to highest post-pandemic quarterly securitisation volumes in Q4 FY23, estimated at ~Rs 61,000 crore: ICRA Impact of Monsoon forecast on Markets - Reliance Securities HDFC Securities Institutional Research Desk: Report on Kolte Patil Developers - Premiumisation to drive the next leg of growth Operating margin of domestic base metal entities to remain range-bound at 19-20% in FY2024: ICRA HDFC Securities Institutional Research Desk: Report on QSR Thematic - QSR: Fishing time? HDFC Securities Institutional Research Desk: Report on BFSI - The changing contours of debt financing HDFC Securities Institutional Research Desk: Report on Hitachi Energy - Building on electrification Domestic steel demand to grow at 7-8% in FY2024 supporting industry capacity utilisation at 80%: ICRA Thermax - Decarbonisation theme augurs well - HDFC Securities Greenply Industries - Attractive valuation, potential dark horse; maintaining a Buy - Anand Rathi Anand Rathi - Oil Marketing Report from IEA Mar'23 - OECD stock at 5-yr average; Brent to fall further to $73/bbl or lower Asian Paints - Steady value creator offering entry opportunity; upgrading to a Buy - Anand Rathi Citi sees 83% rally in Paytm share price on growth in loan disbursals, device deployment, maintains 'buy' call Automobile Sector - Monthly Quick View - Feb'23 - Steady YoY Growth Continues - Reliance Securities Domestic primary aluminium manufacturing entities are behind the curve in the transition to a greener future: ICRA Domestic manganese-based ferro alloy players' profit margins are unlikely to improve significantly in the near term as input costs remain high: ICRA 10,000+ women entrepreneurs have dispensed over ?900 crores of financial services in the last financial year: PayNearby Study Retail stock investors highly sentiment-driven: ASSOCHAM - CareEdge study HDFC Securities Institutional Research Desk - Report on Tech Mahindra - Catching Up INR 45-90 Lakh 'Sweet Spot' for 36% Women Homebuyers - ANAROCK Survey SpiceJet - 3QFY23 Result Update - Healthy Aviation Traffic to bring Turnaround in FY24 Indian IPO market picks up momentum in Q4 despite a slowdown in the previous quarter Banks face one-time impact on capital with transition to ECL framework: ICRA Q3FY23 Result Update - Hindustan Unilever - ICICI Direct Asian Paints Ltd - Q3FY23 Result First Cut - YES Securities PSP Projects - Q3FY23 Result Update - Anand Rathi Company Update - Atul Auto - ICICI Direct Indiamart Intermesh Ltd - Q3FY23 Result First Cut - YES Securities Persistent Systems - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - Asian Paints - ICICI Direct Polycab India Ltd - Q3FY23 Result First Cut - YES Securities L&T Technology Services - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - PVR Ltd - ICICI Direct Q3FY23 Result Update - Coforge Ltd - ICICI Direct AU Small Finance Bank - Q3FY23 Result Update - YES Securities Hindustan Unilever - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - Rallis India - ICICI Direct Company Update - Shalby Ltd - ICICI Direct L&T Technology Services - Q3FY23 Result Update - YES Securities Asian Paints - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - Federal Bank - ICICI Direct Company Update - Tata Metaliks - ICICI Direct Havells India Ltd - Q3FY23 Result Update - YES Securities AU Small Finance Bank - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - IndusInd Bank - ICICI Direct Stylam Industries Ltd - Q3FY23 Result Update - YES Securities Persistent Systems - Q3FY23 Result Update - Anand Rathi PSP Projects - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - ICICI Lombard General Insurance - ICICI Direct Indusind Bank Ltd - Q3FY23 Result Update - YES Securities Cement Sector Preview Q3 FY23 - Things falling in place: Time to accumulate - Anand Rathi Havells India - Institutional Research Desk at HDFC Securities Company Update - Mastek Ltd - ICICI Direct PSP Projects Ltd - Q3FY23 Result Update - YES Securities Bandhan Bank - Transformation towards a more predictable mode : Buy - Anand Rathi IndusInd Bank - Institutional Research Desk at HDFC Securities Q3FY23 Result Update - PSP Projects - ICICI Direct ICICI Prudential Life - Q3FY23 Result Update - YES Securities IndusInd Bank - Credit growth to be strong, earnings outlook robust; Buy - Anand Rathi ICICI Prudential Life - Institutional Research Desk at HDFC Securities Company Update - Persistent Systems - ICICI Direct Mastek - Growth challenged - HDFC Securities ICICI Lombard - Elevated opex drags CORs; pain in motor continues - HDFC Securities Reports by Anand Rathi : Mastek - Weak Q3 but order backlog reflects increasing momentum; Buy Angel One - Steady quarter offset by higher drop-off rates - HDFC Securities ICICI Lombard General Insurance - Q3FY23 Result Update - YES Securities Just Dial - Q3FY23 Result Update - YES Securities HDFC Securities maintains BUY on Federal Bank - Closing in on true franchise potential Federal Bank Ltd - Q3FY23 Result Update - YES Securities Report by Anand Rathi - Power Mech Projects - Building brick by brick Goldman Sachs says Paytm could achieve EBITDA before ESOPs profitability sooner, raises target price to ?1120 L&T Finance Holdings Ltd - Not Rated - Q3 FY23 Call Takeaways - YES Securities Report by Anand Rathi - Federal Bank - Strong quarter, RoEs to hold near current levels; maintaining a Buy HDFC Bank - Q3FY23 Result Update - YES Securities Acuité Ratings & Research comments on WPI Inflation - Dec'22 Q3FY23 Result Update - Wipro Ltd - ICICI Direct Securitisation growth exceeds 40% in nine months this fiscal Q3FY23 Result Update - HDFC Bank - ICICI Direct Wipro Ltd - Q3FY23 Result Update - YES Securities Avenue Supermarts - Underlying profitability disappoints - HDFC Securities Report by Anand Rathi - Cyient - Services growth picking up, margins improve; Buy Q3FY23 Result Update - HCL Technologies - ICICI Direct Just Dial Ltd - Q3FY23 Result First Cut - YES Securities Wipro - 3QFY23 Result First Cut - Reliance Securities HDFC Securities maintains ADD on HCL Technologies - Chugging along Infosys Ltd - Q3 FY23 Result Update - YES Securities HDFC Securities Institutional Research Report on Cyient - Organic growth impressive Croma's Unboxed 2022 decodes key consumer shopping trends! HCL Technologies Ltd - Q3 FY23 Result Update - YES Securities HDFC Securities maintains BUY on Infosys - Steady progression Infosys - 3QFY23 Result First Cut - Reliance Securities CareEdge releases first-edition of States' Ranking Anand Rathi Report: India Pharma - Healthy growth in Dec'22; volumes slow down Tata Consultancy Services - Q3FY23 Result Update - YES Securities HDFC Securities maintains ADD on Tata Consultancy Services Organised jewellery retailers to outpace industry growth over the medium term; outlook remains Stable First Cut of TCS Q3FY23 Results - Subdued Performance Q3FY23E Results Preview Report - IT - Growth and valuations 'normalising' Indian IT sector report for Q3 FY23 - By Anand Rathi 96% of MSMEs expect profits to rise in 2023, says NeoGrowth's MSME Business Confidence Study Rewind 2022 and Outlook 2023 - Mr. Dhiraj Relli, MD & CEO, HDFC Securities Sah Polymers - IPO- Leading Manufacturer of PP Woven Fabrics in India Arvind Fashions - Focusing on execution, maintaining a Buy - Anand Rathi 2023 - More Smooth Sailing or Bumpy Ride for Indian Real Estate? 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