Trades at discount to other players despite a host of positives; coverage initiated with ‘Buy’ and TP of Rs 1,020
Multiple impending levers expected to ensure strong AUM growth; NIMs likely to be resilient; a preferred name among CV financiers
HCL Tech continues to invest in new opportunities like IP, niche acquisition and S&M to strengthen client relationship.
With new Vallam Vadagal facility ramping up, it can do a production of 950k units in FY19 . RE has…
HCL Tech continues to invest in new opportunities like IP, niche acquisition and S&M to strengthen client relationship.
Tejas’ management in the analyst meet reiterated 20% CAGR revenue guidance for FY17-20E led by a strong order book to…
Giving an update on Vision 2022, Westlife’s management in the analyst meet highlighted that the company remains on track to…
Phoenix Mills (PML) has acquired an under-construction retail asset with 0.9 msf developable area in Gomti Nagar extension, Lucknow, for…
Solid all-round performance, modest improvement in industry-leading working capital position, sharp jump in FCF (up 42% YoY) and 900 bps…
DBL booked order inflow of ~Rs 14,100 crore in Q4 (up 128% y-o-y) and Rs 14,300 crore in FY18 (up…
We attended the Mphasis’ analyst meet where the management reiterated its strategy on growing ahead of industry in both the…
Collections improved, led by greater traction in ready inventory; company looks to double pre-sales in FY19
Strong growth momentum is likely to be sustained; multiple tailwinds are expected to drive earnings; EPS estimate up 5-6%; TP…
Amidst headwinds of rising commodity prices, rupee depreciation, intensifying competition and challenges of integrating relatively lowermargin Lloyd business, HAVL has…
Kotak Mahindra Bank’s Q4FY18 PAT at Rs 1,120 crore was marginally lower than our estimate as it took a one-time…
Q4 PAT was up 1.9% y-o-y, in line with estimate; NIM expected to see positive traction and there is comfort…
FY18 was strong on all fronts; ‘Buy’ retained on high earnings predictability.
FY18 ended with DAM & TAM volume growth of 14% year-on-year and transaction revenue growth of 19% year-on-year. Higher REC…
