MS considers Brainbees a key player in India’s growing childcare market, particularly through its connection with FirstCry. The firm sees multiple growth drivers & potential for further upside despite strong post-listing performance. It benchmarks Brainbees against Indian consumer discretionary stocks due to similar growth and stable EBITDA margins.
ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally
While a soft landing remains a possibility, the market’s performance will depend on how effectively central banks navigate interest rate adjustments and how global economies