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Aug-24 metrics: Pax growth range-bound; respite in fuel prices
RBI highlights states’ role in capital formation
Firmly on the downward path, but risks remain
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Mixed bag; aspires to build the full AI stack
Sharp price-value disconnect emerging
Healthy OI and diversified exposure underpin positive outlook
Growth rebounds; lower provisions drive-up RoA
E-2W demand robust; EL to expand Ather’s TAM/margins
India gaining traction despite global uncertainties; reiterate Buy
Strong execution continues to support valuations
Strategy aligned with requirements; now execution holds key
Balancing growth, profitability, and risk to deliver sustainable VNB growth and profitability
Managing a fine balance between growth and profitability
Aspiring for operational profitability
Brent dips to 70s; OMCs gain margins; upstream not as bad
Resilient core exports keep deficit in check
16 April - 30 April