FY19 was another year of solid and consistent performance (eighth consecutive year of top line and margin improvement) with broad-based…
A big driver for this is plugging of geographical gaps (rural/exports), leveraging on resounding success of the recent 650 cc…
Under-recovery halved in FY19 (`740 crore) with better coal availability at Kudgi, Mauda and re-commissioning of accident-hit Unchahar plant.
Below par FCF generation in FY19 a negative; TP cut to Rs 440; ‘Buy’ maintained
MBL, Jagran Prakashan (JAGP)’s subsidiary, has acquired 24% stake (balance stake subject to approvals) in Reliance’s BIG FM for Enterprise…
With 10 msf of new launches planned in FY20 and under-construction annuity portfolio (revenue potential of `3.9 bn pa), both…
While guidance of low to mid teen revenue growth on reported basis is in line with our estimates, we expect…
Colgate’s Q4FY19 results print was a mixed bag — volume momentum was in line (up 5% y-o-y – domestic), but…
Page posted its weakest-ever quarterly print (significantly below our/street estimates) dragged by slowdown, higher sales incentives (netted off from topline)…
TRAI’s new tariff order (NTO) woes led to a subdued quarter for Sun TV (Q4 earnings in line with our…
DLF has assets in the area (retail and commercial SEZ), but the residential segment in the market remains stressed due…
Improving volumes and and pricing in cigarette business are key catalysts; valuation is inexpensive; ‘Add’ rating maintained.
Management expects FY20 sales to be 30-50% higher than market growth. Net cash position expected to remain in FY20 given…
Curbs on Huawei are likely to be aimed at dominance of 5G network technology, as Huawei is a rapidly expanding…
Ebitda fall was due to low LME prices, high input costs, closure of Tuticorin copper smelter, partly offset by strong…
Q4FY19 Ebitda was in line with expectations as relatively strong movie content aided 25% jump in footfalls (37% occupancy vs.…
Q4 operating profit (Rs 169.3 bn; up 7% y-o-y) was higher than expected, but PAT (Rs 8.3 bn vs. estimate…
Varun Beverages (VBL) started CY19 on a good note with robust delivery (ahead of our estimates) in Q1CY19 led by…
