Model Revision
Today, 09:30 AM
Hospitals: Apollo Master Model Updated
We have revised the ARPOB assumptions upward by 120bps for FY25 following management commentary on elective surgery volumes. Price target adjusted.
Earnings Flash
Yesterday
Delhivery Q3 Results Snapshot
Revenue inline, but margin expansion beat estimates. Express Parcel yields stabilized. Read our 2-page flash note for the full breakdown of unit economics.
Research Publication
Oct 12, 2024
Data Centers: The Capacity Crunch
New sector initiation report published. We analyze the supply-demand mismatch in Indian data centers and the resulting impacts on lease escalators.
Read Abstract