- The short — this week’s tells
- Calendar by day (Oct 20–25)
- Call checklists by sector
- Quick table: who, what to ask, risk flag
The short
- FMCG & Staples (Thu): Hindustan Unilever, Colgate—pricing vs volume and rural mix will set tone.
- BFSI (Fri): SBI Cards, SBI Life, ABSL AMC—fee/float engines and persistency matter more than optics.
- Tech/Analytics (Fri): Coforge, eClerx, Latent View—TCV, ramp dates, and pricing discipline.
- Healthcare (Thu/Fri): Dr. Reddy’s, Laurus—US launches vs price erosion; India brand momentum.
- Industrials/Chemicals (Thu/Fri): Vardhman Textiles, Sagar Cements, Supreme Petrochem—margin bridges and demand cadence.
Calendar by day (Oct 20–25)
| Day | Mainboard / Larger | Mid/SME | What to listen for |
|---|---|---|---|
| Mon, Oct 20 | CRISIL; REC; 360 ONE WAM | — | Credit cycle read-through; asset quality; fee traction |
| Tue, Oct 21 | Geojit Financial Services | — | Retail flows mix; brokerage take-rates; opex control |
| Thu, Oct 23 | Hindustan Unilever; Colgate-Palmolive (India); Laurus Labs | Sagar Cements; Vardhman Textiles; Vineet Laboratories; PTC India Financial Services; South India Paper Mills; Tata Teleservices (Maharashtra) | Staples: price/volume, rural; API: US launches; Cements/Textiles: demand & margin bridges |
| Fri, Oct 24 | Dr. Reddy’s Laboratories; SBI Cards; SBI Life Insurance; Aditya Birla Sun Life AMC; Coforge; eClerx Services | Supreme Petrochem; Cigniti Technologies; Latent View Analytics; Shanti Gears; MosChip; Sigachi; Ponni Sugars (Erode); Jupiter Infomedia; India Radiators; Space Incubatrics | Healthcare US pipeline; BFSI fee & persistency; IT TCV and ramp discipline; Petrochem spreads |
| Sat, Oct 25 | — | Light SME prints (if any) | Liquidity and market-maker activity post-listing |
Note Company mixes can shift intra-week; use this list to prime models and Q&A—not as a trading calendar.
Call checklists by sector
BFSI (SBI Cards, SBI Life, ABSL AMC, Geojit)
- Cards: revolve share, credit costs, transacting vs payment-only mix.
- Life: VNB margin, product mix (non-par/annuity), persistency bands.
- AMC: SIP flows, equity mix, expense-ratio discipline.
- Brokers: active clients, blended take-rate, opex leverage.
FMCG/Staples (HUL, Colgate)
- Price vs volume; rural/urban split; gross margin bridge (RM, mix, pricing).
- Ad-spend normalisation; modern trade vs GT; innovation pipeline.
IT/Analytics (Coforge, eClerx, Latent View)
- Large-deal TCV with ramp dates; price discipline; subcontracting drag.
- Vertical mix (BFSI/travel) and cross-currency impact.
Healthcare (Dr. Reddy’s, Laurus)
- US launches, biosimilar/complex ramp; price-erosion cadence.
- India branded growth; CM2 after freight/energy.
Industrials/Chemicals (Vardhman, Sagar Cements, Supreme Petrochem)
- Utilisation and spreads; RM pass-through; energy sensitivity.
- Order/price discipline and export traction where relevant.
Quick table — who, what to ask, risk flag
| Company | Sector | Ask this first | Then ask | Risk flag |
|---|---|---|---|---|
| Hindustan Unilever | FMCG | Volume vs price; rural recovery | GM bridge (RM/mix/pricing) | Elasticity if promo cuts fade |
| Colgate-Palmolive (India) | FMCG | Volume growth, category share | Ad-spend leverage | Competitive pricing in oral care |
| Laurus Labs | Healthcare | US pipeline launches | CDMO traction | US price erosion |
| Dr. Reddy’s Laboratories | Healthcare | Complex generics/biosim ramp | India brand momentum | Regulatory timelines |
| SBI Cards | BFSI | Revolve share & credit costs | Co-brand mix | Stress in new-to-credit cohorts |
| SBI Life | Insurance | VNB margin & product mix | Persistency 13/61-month | ULIP sensitivity |
| Aditya Birla Sun Life AMC | AMC | Equity mix & SIP momentum | TER trends | Market beta dependency |
| Coforge | IT | Large-deal TCV with ramps | Pricing discipline | Ramp delays |
| eClerx Services | IT | Vertical mix (BFSI) | Margin holds vs onsite mix | Client concentration |
| Latent View Analytics | Analytics | Data/AI program wins | Pricing & utilisation | Project ramp slippage |
| Vardhman Textiles | Textiles | Realisation & spreads | Energy costs | Export orders volatility |
| Sagar Cements | Cement | Volumes & pricing by region | Fuel cost pass-through | Freight inflation |
| Supreme Petrochem | Petrochem | Spread recovery | Inventory gains/losses | Crack spread swings |
| Geojit Financial Services | Brokerage | Active clients & take-rate | Cost-to-income | Flow cyclicality |