Key deal wins during the quarter included an offshore development centre set up for Suzuki Motors to accelerate software development for the next generation
While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience
The company's focus on driving premiumisation in oral care and building the personal care portfolio could drive long-term performance, says the brokerage
Given healthy reservoir levels and late withdrawal of monsoon, the agricultural sector should see demand recovery, while pharma is also positioned for recovery
The ongoing capex in Novelis would establish it as the global leader in beverage cans and automotive. The management does not see further capex increase
Given the weak demand, and lower price arbitrage versus petrol/ diesel, and upcoming Assembly elections, price increases will be gradual, hitting margins across H2FY25