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FY24 earnings makeover: IndianOil to MRF, companies rewrite profit playbook

The headline for corporate profit growth has been very encouraging in the July-September quarter (Q2) of 2023-24 (FY24), with the combined net profit of listed companies up by 38 per cent year-on-year. However, the earnings distribution has been very lopsided, with most of the growth coming from public-sector oil-marketing companies (OMCs), banks, non-bank lenders, automobile (auto) companies, and cement producers. By comparison, companies from information technology services, fast-moving consum...
Prabhudas Lilladher Motilal Oswal Dominic Xavier Rediff Indian Oil Corporation Indian Oil Corporation Indianoil Tata Group
Source: rediff.com

saurabh mukherjea portfolio stocks: Over next 20 years, can Trent give 2000x that Titan gave in last 20 years? Saurabh Mukherjea answers

I wouldnt worry about RBI rap on Bajaj Finances knuckles. At the most, it going to impact around 2% of Bajaj Finance books and if the management expeditiously deals with the issue, the impact on a full year profit should be hopefully less than 1%. A new addition, Trent has many more engines than the market understands it to have.”
Uttar Pradesh Sri Lanka Cera Sanitaryware Saurabh Mukherjea Indian School Of Business Offering College

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Trent: Should you buy the stock after Q2 results? Here's what brokerages say

Domestic brokerage firms maintained their buy recommendations for Trent, with Centrum Broking revising its target price to ₹2,657 apiece and Motilal Oswal assigning a target price of ₹2,750 apiece. Both brokerages highlighted Trents strong growth trajectory and performance.
Motilal Oswal Reliance Retail Sephora India Institutional Equities Star Bazaar Stock Broking

saurabh mukherjea stock picks: Saurabh Mukherjea adds multibagger Tata stock, smallcap to portfolio

Saurabh Mukherjea recently added Trent Rainbow Childrens Medicare to his portfolios in Augusts. Shares of Tata Group-owned retailer Trent have more than doubled in just two years while smallcap Rainbow has more than doubled from its IPO issue price of Rs 506.
West Bengal Saurabh Mukherjea Rainbow Children Tata Group Owned Mukherjea Run Marcellu Consistent Compounders Star Bazaar

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