Core Investor Group

Sector Outlook: Positive Strong operational performance with stable margins despite cost pressures Dalmia Bharat Ltd. reported an operating revenue of […]

Sector Outlook: Positive Strong execution backed by structural cost efficiencies and steady demand UltraTech Cement Ltd. recorded a net revenue […]

Sector Outlook: Positive Growth delivered; Profitability delayed Operational Metrics Net interest income (NII) grew 5% YoY / 1% QoQ to […]

Quarterly Result Update- StoxBox

Sector Outlook: Positive Earnings growth picks up; loan growth accelerates, asset quality improves further Operational Metrics Net Interest Income (NII) […]

Quarterly Result Update- StoxBox

Sector Outlook: Positive Earnings picked up, led by strong loan growth and lower credit costs Operational Metrics Net interest income […]

Plant Visit Note StoxBox

Sector Outlook: Positive Scaling operations with a clear roadmap for technology and integration-led growth During our plant visit, we observed […]

Cement Monthly Update StoxBox

Gradual price recovery amid cost pressures; Demand recovery remains uneven We interacted with cement dealers in various regions to evaluate […]

Plant visit node StoxBox

Sector Outlook: Positive Scaling the Automated Frontier in Indian Logistics During our visit to Delhivery’s Lonad Bhiwandi facility, we observed […]

Chemical updates StoxBox

Input cost inflation and supply volatility to pressure margins; Specialty segment stands resilient The chemical sector witnessed a broad-based surge […]

cement monthly update

Prices edge up amid muted demand; Recovery expected in coming months We interacted with cement dealers across various regions to […]