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Articles for Nomura, search results for demand

Sanjay Malhotra's focus as RBI Governor: 3 key areas to watch out for
2 weeks, 1 day ago

Sanjay Malhotra's focus as RBI Governor: 3 key areas to watch out for

India Today  

Sanjay Malhotra, the new Reserve Bank of India Governor, assumes charge at a time when economic challenges demand fresh perspectives. Analysts at Nomura anticipate a rate cut at the February Monetary Policy Committee meeting, possibly by 25 basis points, with further cuts totalling 100 basis points by the end of 2025. Macroprudential policies: Encouraging bank credit growth Malhotra’s background in …

Rate Rbi Basis Points Malhotra Nomura Sanjay Malhotra Rbi Governor
Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival
2 weeks, 5 days ago

Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival

Live Mint  

Japanese brokerage firm Nomura revised its FY25 third-quarter growth estimate for India’s passenger vehicle industry to 1% YoY, down from the earlier projection of 4% YoY. Rural revival, affordable EVs propel 2-wheeler demand While maintaining a weak outlook for the PV segment, the brokerage revised its FY25/3E growth forecast for the two-wheeler industry upward to 12% YoY, from the earlier …

India Growth Industry Demand Yoy Nomura
Nomura initiates coverage on CG Power, GE Vernova and Apar Industries with ‘buy’ rating, sees up to 49% upside
1 month, 2 weeks ago

Nomura initiates coverage on CG Power, GE Vernova and Apar Industries with ‘buy’ rating, sees up to 49% upside

Live Mint  

Japanese brokerage firm Nomura in its latest report highlighted that India’s power transmission sector is set for robust growth, fueled by rising electricity demand and ambitious targets for renewable energy capacity expansion. In light of these growth opportunities, the brokerage has initiated coverage with a "buy" rating on three transmission stocks: CG Power and Industrial Solutions, GE Vernova T&D India, …

India Energy Growth Renewable Energy Power Demand Billion
Infosys Q4 Preview: Revenue, EBIT Margins To Be Muted Amid Weak Demand, Wage Hike
8 months, 1 week ago

Infosys Q4 Preview: Revenue, EBIT Margins To Be Muted Amid Weak Demand, Wage Hike

News 18  

Infosys, the country’s second-largest IT services company, is set to announce its financial results for the fourth quarter ended March 2024 on Thursday, April 18. BNP Paribas in its note said Infosys’ EBIT margin is likely to have declined by 25 basis points in Q4 FY24 to 20.3 per cent due to wage hike impact, visa costs and muted revenue …

Growth Profit Crore Cent Quarter Yoy Margin
As FMCG industry sees demand revival, buying spree continues in Nomura-backed FMCG player Mishtann
1 year, 5 months ago

As FMCG industry sees demand revival, buying spree continues in Nomura-backed FMCG player Mishtann

India TV News  

India's consumption growth story has seen a revival in 2023, according to a PTI report by data analytics firm NIQ. The rural market, which contributes around 35 per cent of FMCG sales, has witnessed a revival in volumes with the RBI measures to tame inflation yielding fruitful results. As the rural market sees significant spike in demand and the urban …

Fmcg Nomura Mishtann
On the recovery path, auto sector has a bumpy ride
2 years, 9 months ago

On the recovery path, auto sector has a bumpy ride

Live Mint  

The Nifty Auto index was the biggest loser among sectoral indices on Wednesday, falling by almost 3%, on a day when the Nifty50 index fell by 1%. “Our Commodity Cost Index has started inching up and is 50-100 basis points higher for PVs and 150-200 bps higher for 2Ws currently versus the Q3FY22 levels," said analysts from Nomura Financial Advisory …

Auto Nomura Volumes 2Ws