Edelweiss

After dismal Q2, turnaround will be uphill task for Nestle India: Edelweiss

Nestle India’s Q2CY15 sales and PAT came in much below our estimates, impacted by the ban imposed on Maggi noodles by FSSAI.

Nestle India stocks, sensex News

Maintain buy on NCC on Q1 beat & attractive valuations: Edelweiss

Nagarjuna Construction's (NCC) Q1FY16 earnings beat our estimates as strong margin improvement and lower tax rate trumpe...

Maintain buy on NCC on Q1 beat & attractive valuations: Edelweiss

Buy Havells; Q1 subdued but long-term outlook intact

Havells India’s (HAVL) Q1FY16 performance was subdued and below our and consensus estimates, given slowdown in both consumption and industrial demand, which we believe is transitory in nature.

Stocks in focus today News

Edelweiss maintains buy rating on HDFC Bank

Above-industry earnings growth to sustain superior return ratios

HDFC bank News

Buy PVR after stellar Q1; key beneficiary of content pipeline: Edelweiss

PVR’s Q1FY16 revenue and PAT surpassed our estimates propelled by exceptionally good content. Key positives were: (i) 35% y-o-y surge...

pvr dt cinema News

Maintain buy on Eicher Motors as Q1 in line with estimates: Edelweiss

Eicher Motors’ (EIM) Q2FY16 numbers were in line with our estimates. The miss in standalone (Royal Enfield - RE) business was offset by strong performance in VECV.

Maintain buy on Eicher Motors as Q1 in line with estimates: Edelweiss

Downgrade Ultratech Cement as risk-reward unfavourable

UltraTech Cement’s (UTCL) Q1FY16 ebitda of R1,150 crore (up 10% y-o-y) was in line with our estimate. Volume growth of 4% y-o-y and realisation decline of 3% q-o-q were also in line.

Downgrade Ultratech Cement as risk-reward unfavourable

Asset quality weighs on SIB’s Q1 but limited downside seen: Edelweiss

South Indian Bank (SIB) reported Q1FY16 PAT of Rs 6,530 crore, which was lower than estimates on account of slower revenue momentum...

Asset quality weighs on SIB’s Q1 but limited downside seen: Edelweiss

Hold rating on TCS; Skating on thin ice

High base and transition in IT business model render even low- to mid-teen growth demanding

Hold rating on TCS; Skating on thin ice

Reiterate buy on DCB; growth momentum continues: Edelweiss

DCB reported Q1FY16 NII of R140 crore vs Rs 139 crore, up 1% y-o-y was in line with estimate. Optically NII growth looks subdued...

Reiterate buy on DCB; growth momentum continues: Edelweiss

Jubilant Foods to gain market share as Yum disappoints

Yum! Brands, which operates Pizza Hut (434 stores), KFC (385 stores) and Taco Bell (6 stores) outlets in India, clocked 11% y-o-y dip in same store sales (SSSG) in Q2CY15.

Jubilant Foods to gain market share as Yum disappoints

Hold Bajaj Corp on Nomarks strategy: Edelweiss

Bajaj Corp’s Q1 revenue and PAT came in line with our estimates. Key positives were: (a) 10.6% y-o-y volume growth in Almond Drop Hair Oil...

Hold Bajaj Corp on Nomarks strategy: Edelweiss

Consumer goods: Caught in rural-urban divide

Rural growth slows, but slight pickup seen in urban demand

Consumer goods: Caught in rural-urban divide

Maintain buy on PVR, DT Cinema acquisition to boost mkt share

Existing and upcoming properties of DT Cinemas will be on 15% revenue-share basis and is expected to be margin accretive.

Maintain buy on PVR, DT Cinema acquisition to boost mkt share

Maintain hold on Leyland but downside risks persist: Edelweiss

Our recent interaction with Vinod Dasari, MD & CEO, Ashok Leyland (AL), reinforces our confidence in the company’s structured approach...

Maintain hold on Leyland but downside risks persist: Edelweiss

Downgrade Nestle stock to ‘reduce’ with target of Rs 5,641: Edelweiss

Nestle India’s flagship brand Maggi has come under the scanner of many state regulators for excessive lead and MSG content.

Downgrade Nestle stock to ‘reduce’ with target of Rs 5,641: Edelweiss

DLF misses Q4 estimates as debt levels rise: Edelweiss

DLF missed earnings estimates, despite reporting strong pre-sales from DLF-Phase V, especially Camellias.

DLF misses Q4 estimates as debt levels rise: Edelweiss

Maintain buy on Cipla with revised price target of Rs 750: Edelweiss

Cipla’sQ4FY15 Ebitda margin (16.4%) was below estimate with consolidation of acquired entities and bunching up of R&D diluting...

Maintain buy on Cipla with revised price target of Rs 750: Edelweiss

Going strong for Bharat Forge, maintain ‘buy’: Edelweiss

Maintain ‘buy’ on Bharat Forge (BHFC) with a revised target price of R1,343 (earlier R1,225) based on 25x (24x earlier) FY17e EPS, given 32% earnings CAGR over FY15-17e and strong RoE at 27%.

Going strong for Bharat Forge, maintain ‘buy’: Edelweiss

Maintain ‘hold’ on Nestle, target Rs 7,749: Edelweiss

Maintain ‘hold’ on Nestle India with a target price of Rs 7,749 a share.

Maintain ‘hold’ on Nestle, target Rs 7,749: Edelweiss

Maintain buy on Manappuram Fin as growth may gather pace

Manappuram Finance’s (MGFL) PAT of R6,970 crore came in below our estimate of Rs 8,400 crore owing to slower traction at NII level, a function of dip in NIMs.

Maintain buy on Manappuram Fin as growth may gather pace

PNB’s asset quality woes intensify in Q4: Edelweiss

Punjab National Bank’s (PNB) Q4FY15 PAT of Rs 300 crore came in well below our estimate, owing to continued asset quality stress...

PNB’s asset quality woes intensify in Q4: Edelweiss

‘Hold’ GSK Consumer, target Rs 6,716: Edelweiss

Maintain ‘hold’ on GSK Consumer Healthcare with a target price of R6,716 a share after marginally increasing...

‘Hold’ GSK Consumer, target Rs 6,716: Edelweiss

Maintain buy on Titan as long-term outlook strong: Edelweiss

Titan’s Q4FY15 revenue came below expectations, while PAT was in line. The miss in sales was largely on account...

Maintain buy on Titan as long-term outlook strong: Edelweiss

Buy rating on Shoppers Stop as same-store sales surge: Edelweiss

Shoppers Stop’s (SSL) Q4FY15 revenue and PAT came in line with our estimates.

Buy rating on Shoppers Stop as same-store sales surge: Edelweiss

Maintain buy on HCC with target price of Rs 50

Hindustan Construction (HCC) reported Rs 2,060 crore profit in Q4FY15, aided by settlement of Rs 250 crore claims...

Maintain buy on HCC with target price of Rs 50

Downgrade Shriram Transport as GNPLs surge

Shriram Transport Finance ’s (SHTF) Q4FY15 PAT (standalone) of R320 crore was marginally lower than our estimate.

Downgrade Shriram Transport as GNPLs surge
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