TCS | RIL | Asian Paints | HDFC Bank | UltraTech Cement | Fundamental Analysis | CA Rachana Ranade

"management believes that maybe the attrition rate can go a little bit higher in q2 as well because of the seasonality issue"

"they have recently announced an mou with the government of gujarat to invest 5.9 trillion rupees in green projects through which they are going to make the state a net zero carbon emission by 2035."

"they want to remain the market leader even for the next 50 years and that's how they are launching more and more diy products"

"they're not only sticking to paints they're also pouring into different business verticals including what including modular kitchens color consult color consultancy decorative paints painting tools and few more"

"the cost of funds for hdfc bank is now going to be surely lower because earlier hdfc limited their cost of funding was very high but for the bank cost of funding is very low because of casa deposits"

"because of the rich experience of hdc limited how much rich experience 45 years plus experience in the home loan segment now this merged entity will have good and better benefits with the same"

"it is found that 70 percent of the customers of hdfc today do not bank with hdfc bank and that's where the cross selling opportunities can be pretty high"

"crar requirements that is a capital risk adequacy ratio for banks are typically lower than nbfcs and because of which the ability to fund or ability to give loans will now become a little bit higher"

"ultra tech recently announced an investment of twelve thousand eight hundred and eighty six crores to add to the twenty two point eight six twenty two point six million tons capacity per annum to its total production and post this they will have a total capacity of 159.25 million ton per annum"

"if you go ahead with one more point of listing jio as well as reliance retail i think that's where the true value unlocking can happen for the shareholders"