Pre-Session Views

In today's Pre-Session Views: Strategy | KPIs show that EGAL 4Q NPM compression was driven by a one-off expense/loss. NBFI’s | Clear structural winners as Egypt eases monetary policyMTIE | Positive developments reaffirm our FV of EGP12.4/share by end-2025; Tata’s manufacturing plans to shape the story thereafterDSCW | Volumes drive 2Q25 growth, margins temporarily capped by expansion; but growth outlook intact