elara securities

“One has to look at how Blinkit shapes up because in the company today, close to 85% of the losses are coming from the Blinkit business. If the Blinkit losses are included, the company is…

"Will inflation or rate hikes damage demand? The sense that the market is getting, given the strength in the rural economy or the kind of financial savings that people had over the last few…

“Life insurance is a structural opportunity. It has been going through its own pain. The sector growth has not been very strong or optimistic. It is very long term in nature and once you are…

“From June onwards, whether or not these kinds of ticket and food prices can sustain needs to be watched. But there is a high likelihood that it might sustain towards the end of this…

"The trends are compelling in the F&B segment. The spend per head and other metrics are somewhere close to 25% to 30% higher versus pre-Covid," says Karan Taurani, SVP - Research…