Browsing: Revenue
1. Market context: the luxury / premium travel boom So: the “boom” in premium/luxury air travel is real and a…
IBM posted a mixed but strategically important quarter: it beat headline EPS and revenue estimates, and management nudged full-year guidance…
Macro and market backdrop SMIFS begins by underlining that the upcoming year (Samvat 2082) comes at a moment when several…
Introduction The second quarter (Q2) results released by consumer-facing companies Eternal (formerly Zomato) and Nestle India have drawn attention as…
Introduction The claim that “the frothiest AI bubble is in energy stocks” flips the common narrative: instead of valuation excess…
Introduction HyFun Foods, an Ahmedabad-based company specializing in frozen potato products, has set an ambitious growth target of generating ₹1,500…
Introduction At its 2025 “Made on YouTube” event, held as YouTube marked its 20th anniversary, the platform unveiled a sweeping…
Overview For a 2–3 year horizon I assembled five names across Technology, Healthcare, and Industrials where consensus price targets imply…
Introduction In September 2025, the Indian government announced a major overhaul of the Goods and Services Tax (GST) regime: simplifying…