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Portfolio Allocation Strategy During Interest Rate Cycles
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CESC (CESC IN) – Q1FY27 Result Update – RE guidance upgraded – BUY
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Max Financial Services (MAXF IN) – Q1FY27 Result Update – Healthy growth trend; favourable mix supports margin – BUY
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BEML (BEML IN) – Q1FY27 Result Update – Strong Q1; Order Inflows remain key monitorable – ACCUMULATE
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JSW Steel (JSTL IN) – Q3FY25 Result Update – Better quarter, but HRC situation yet to improve – HOLD
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Ingersoll-Rand (India) (INGR IN) – Q1FY27 Result Update – Healthy Q1, new facility ramp-up to aid volume growth – ACCUMULATE
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ICICI Bank (ICICIBC IN) – Q3FY25 Result Update – Asset quality remains best-in-class – BUY
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Rail Vikas Nigam (RVNL IN) – Q1FY27 Result Update – Recovery underway; Valuation is full – SELL
13 August 2026
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The Beat – New India Assurance

Published on 28 Jun 2024

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Other Reports

CESC (CESC IN) – Q1FY27 Result Update – RE guidance upgraded – BUY

Indian Railway Catering and Tourism Corporation (IRCTC IN) – Q1FY27 Result Update – Disappointing margin performance – BUY

Max Financial Services (MAXF IN) – Q1FY27 Result Update – Healthy growth trend; favourable mix supports margin – BUY