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Bharat Heavy Electricals (BHEL) said its net loss more than doubled to Rs 455.50 crore in the June quarter mainly due to higher expenses, compared to a net loss of Rs 211.40 crore a year ago.
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Equity markets will watching for cues on potential diplomatic talks between the two countries, and it is likely that Trump’s penalties may be seen as a negotiation tactic for a broader trade discussion with India and Russia, CLSA said.
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CLSA flagged Radico Khaitan's strong brand creation track record even though profit delivery has been inconsistent
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CLSA believes this complaint reflects the rising competition pressures in the paints industry, which remains competitive with low entry barriers.
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The government's recent resolve to use more of the Indus river's water for India, along with faster project approvals in J&K, will likely lead to a higher viability gap funding, keeping the tariffs for its three new projects under Rs 5.5 kWh.
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Even as the Nifty IT index gained 4 percent in the past month, global brokerages CLSA and Morgan Stanley remain cautious. CLSA expects a recovery led by BFSI, while Morgan Stanley advises trimming gains on any rally
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The gap between Blinkit and its closest peer in quick commerce has grown from 1.79 million weekly active users in early January to 7.7 million by late May, its highest ever, CLSA said.
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Even with the trade war hanging over markets, the S&P 500 sits less than 5% off its record high from February, and close to the median year-end forecast of strategists tracked by Bloomberg.
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MRF reported consolidated net profit for the January–March 2025 quarter at Rs 492.74 crore, higher by 33 percent on-year.
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The brokerage expects Meesho to expand its share of India’s ecommerce market from the current 8.5 percent to 10 percent by FY30, riding on strong traction in Tier 2 and 3 cities, a capital-light model, and a sharp focus on affordability.
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Following the development, CLSA upgraded the stock to Outperform from Hold, raising target price to Rs 212, adding that it is expecting a 20-25% tariff hike in the June board meeting on PNGRB, raising its EPS estimates as well.
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CLSA said that even if tariffs are imposed, Indian drug makers are likely to pass on the costs, given their dominant market share.
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The correction in NHPC's stock can give investors an inexpensive opportunity to accumulate, noted brokerage CLSA.
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Samvardhana Motherson's revenue can grow at an 11 percent CAGR from FY25 to FY27, according to CLSA, which expects it to reach $16 billion soon.
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CLSA sees Bandhan as a key beneficiary of the MFI recovery cycle, supported by its shift toward secured loans.
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Shares of Bandhan Bank, AU Small Finance Bank, Fusion Finance and other lenders rose up to 8 percent in February 27, after RBI restored risk weights on exposure of schedule commercial banks (SCBs) to non-banking finance companies (NBFCs), a move that may reduce the cost of funds.
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CLSA reported a better-than-expected Q3 earnings season, with 30 percent of companies beating estimates and 46 percent missing.
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According to historical data, CLSA noted that the dollar is hovering around 30 percent above its fair value at the present moment.
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The CLSA brokerage note sees a compelling valuation along with a strong growth outlook for DLF, and the stock has shifted from trading at a 15% premium to a consensus NAV to a 20% discount, despite its trailing twelve-month (TTM) presales continuing to rise.
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The firm expects mid-single-digit price erosion in generic drugs and heightened competition for key medications, potentially impacting companies like Dr Reddy's Laboratories, Zydus, and Cipla.
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In a social media post on November 19, Shankar Sharma called out the euphoria around the CLSA note's reversal of earlier allocation away from India to China, calling it a Chinese-owned 'Trojan Horse'.
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Redman highlighted that among Asia-Pacific and emerging markets, India shows the least sensitivity to Trump’s proposed tariffs
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India remains sensitive to energy prices, with 86 percent of the country’s oil consumption being imported, noted CLSA.
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Foreign investors are likely to "run out of excuses" for not investing further in India and staying Underweight, CLSA's Alexander Redman said, adding that in a world less friendlier for EMs, there is a case to up India weightage.
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On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to China
