With an increasingly normal-looking monsoon and consumption catalysts in the second half, the focus will be on an imminent volume…
Absorption in the top 8 cities declined 11% y-o-y (year-on-year) year to date (YTD) May 2016 and 14% y-o-y for…
The latest data from the government highlights that India’s rail container volumes fell by 7.5% y/y in June 2016 after…
For Bosch and SKF, two-wheelers, commercial vehicles, and tractors are the main revenue drivers. Passenger vehicles have a smaller role…
Tata, on July 8, 2016 announced developments to further progress the strategy of its European business. After its announcement in…
Reliance Communication’s (RCOM’s) press release last week suggested it will announce the potential combination of the Indian wireless business of…
A merger of SMIL with itself would unlock significant growth potential and help MSSL achieve its vision of $18 bn…
However, margins in the EMP segment are likely to be only modestly positive in FY17
SUEL expects industry installations to grow by c17% during FY17 to c4GW after strong growth of 48% in FY16. The…
The Brexit will have a range of implications for Indian IT sector.
It expects 2H to be better than 1H as the impact of good monsoons, GST and overall demand recovery should…
There has been a sharp and steady expansion in the gap between the incremental and outstanding market share of private…
Bajaj’s outlook continues to oscillate between the domestic and export businesses. In the past few years, domestic business was struggling…
Tata Chemicals’ stock is up c16% from its recent low in February 2016 and we believe the market continues to…
Consolidated revenue/EBITDA grew by c21% and c30% y-o-y respectively which was slightly better than Bloomberg consensus expectations.
However, health supplement biz continues to be a drag due to competition from Patanjali
Higher stress guidance is likely to negatively affect the stock, particularly after the company’s positive Q3 guidance
Maruti reported a good Q4 with a realisation increase of 5% q-o-q and an Ebitda (earnings before interest taxes depreciation…
