Since we put Motherson Sumi Systems (MSS) under ‘review’ in July, demand in domestic and key global car markets like…
ITC’s Q4FY16 cigarette volume growth of ~0.5% y-o-y was in line with our estimate but significantly ahead of consensus estimate…
Though EPS estimates for FY17/18 are down 8/9% given higher excise duty, sales could accelerate to 15% CAGR over FY16/20e
While RoEs should improve from current levels, they are unlikely to cross 15% over the next two years and 16%…
Madhya Pradesh Electricity Regulatory Commission has, as per media, cut feed-in tariff for wind projects to be commissioned from April…
Meeting with management reveals “consumer pull” model is firmly on track. Growth would be driven by multiple SKU launches, with…
With a strong pipeline of launches and a favourable base kicking in from February 2016, China volumes are likely to…
Bajaj Auto’s 3QFY16 results were marginally better than our expectations due to higher-than-expected EBITDA margin (by 40bps).
HUL to gain the most from direct benefit transfer of rural subsidies in FY17
Asian Paints has taken various steps to further market share gains in paints
For Dec-15, CIL reported production/offtake growth of 10.8%/9.7% respectively, led by offtake growth of 21% by MCL and 11% by…
Most dealers are hopeful though of some revival in demand from mid-January onwards, driven by New Year sentiments and onset…
Despite some signs of improvement like an organisational change, the situation is likely to get worse for Wipro before it…
Earnings growth to remain muted in FY16 and FY17 though the economy’s prospects are good over the long term
Buy Sadbhav Engineering with a 12-month target of Rs 375 per share.
Bata India, India’s largest footwear retailer, will face an existential crisis, as it cedes distribution equity to e-commerce…
CIL on track to achieve offtake volume growth estimate for FY16
Buy Petronet LNG with a target price of R280 per share. Our target implies 2.9x FY17 P/B/ and 17x FY17…
