PVR’s Q1FY16 revenue and PAT surpassed our estimates propelled by exceptionally good content. Key positives were: (i) 35% y-o-y surge…
Eicher Motors’ (EIM) Q2FY16 numbers were in line with our estimates. The miss in standalone (Royal Enfield – RE) business…
UltraTech Cement’s (UTCL) Q1FY16 ebitda of R1,150 crore (up 10% y-o-y) was in line with our estimate. Volume growth of…
South Indian Bank (SIB) reported Q1FY16 PAT of Rs 6,530 crore, which was lower than estimates on account of slower…
High base and transition in IT business model render even low- to mid-teen growth demanding
DCB reported Q1FY16 NII of R140 crore vs Rs 139 crore, up 1% y-o-y was in line with estimate. Optically…
Yum! Brands, which operates Pizza Hut (434 stores), KFC (385 stores) and Taco Bell (6 stores) outlets in India, clocked…
Bajaj Corp’s Q1 revenue and PAT came in line with our estimates. Key positives were: (a) 10.6% y-o-y volume growth…
Rural growth slows, but slight pickup seen in urban demand
Existing and upcoming properties of DT Cinemas will be on 15% revenue-share basis and is expected to be margin accretive.
Our recent interaction with Vinod Dasari, MD & CEO, Ashok Leyland (AL), reinforces our confidence in the company’s structured approach…
Nestle India’s flagship brand Maggi has come under the scanner of many state regulators for excessive lead and MSG content.
DLF missed earnings estimates, despite reporting strong pre-sales from DLF-Phase V, especially Camellias.
Cipla’sQ4FY15 Ebitda margin (16.4%) was below estimate with consolidation of acquired entities and bunching up of R&D diluting…
Maintain ‘buy’ on Bharat Forge (BHFC) with a revised target price of R1,343 (earlier R1,225) based on 25x (24x earlier)…
Maintain ‘hold’ on Nestle India with a target price of Rs 7,749 a share.
Manappuram Finance’s (MGFL) PAT of R6,970 crore came in below our estimate of Rs 8,400 crore owing to slower traction…
Punjab National Bank’s (PNB) Q4FY15 PAT of Rs 300 crore came in well below our estimate, owing to continued asset…
