India has an exciting e-commerce story, with online retail growing 4.5x in the last three years. This has been fuelled…
India has an exciting e-commerce story, with online retail growing 4.5x in the last three years. This has been fuelled…
Grasim Industries is the flagship company of Aditya Birla Group with cement (75% of FY16e EBITDA), VSF (12%), and chemicals…
Established players like HDFC and LICHF are likely to gain from the steady growth in housing demand
Sobha reported FY16 sales at 3.4msf, which were broadly in line with our estimate.
As expected the RBI delivered a 25bps rate cut on Tuesday and stuck to its “accommodative” forward guidance.
Key things to watch out for in Q4 earnings: Higher stresses for banks which reported lower than peer AQR (asset…
Sobha’s key market, Bangalore, is in a difficult position. The city is facing pressure on absorption, which is down 16%…
Thermax’s (TMX) primary product portfolio comprising Boilers, Heaters, Chillers and Captive Power Plants is heavily dependent on energy intensive manufacturing…
Share price decline in our view has been driven by slower progress on tower monetization.
Corporate actions will continue to be an overhang on Cairn’s stock
While a slowdown in the US is certain, the deceleration will be controlled in extent and not a hard landing
Deal with Jaiprakash Associates should enable Ultratech to further solidify its position in cement market though
China slowdown in 2015 and now US in 2016; shouldn’t be that bad this time round: US slowdown is key…
Hindalco standalone Q3FY16 Ebitda (earnings before interest taxes depreciation and amortisation) of R6.2 bn (down c33% y-o-y, but flat q-o-q)…
Revenues were down 42% y-o-y largely as sales from existing projects remained weak and only part of Dream Acres reaching…
EBITDA for Q3 increased by 22% y-o-y to Rs 11.9 billion while revenue was up by 11% y-o-y to Rs…
With a strong balance sheet and ample capital, KMB’s prospects are good
Kotak Mahindra Bank (KMB) is now in the final stages of fully integrating the operations of e-IVB (erstwhile ING Vysya…