Greater share of premium products has ensured high realisations; ‘Buy’ retained
With growth momentum in pipes segment to continue and adhesives likely to start growing in double digits post Q3FY20, we…
We estimate our building material coverage universe to report an aggregate revenue/Ebitda/PAT growth of 4.2%/13.8%/25% y-o-y, respectively, (ex-PIDI: 3.9%/9.1%/11.7% y-o-y),…
The development assumes significance as the coconut product makers were demanding import duty on desiccated powder in the wake of…
However, we believe VLS would require sustained investments in R&D and capacity if it strives to gain market share, which…
Loan growth for the system remains dull at 8.4% YoY as also YTD growth at 3%. Slower loans to services…
Demand recovery in store in CY20; ~19% EPS CAGR estimated over FY19-22; risk-reward is attractive; ‘Buy’ maintained
The basics are maintaining tight control on working capital; focusing on retail by expanding distribution & sustaining aggressive branding measures,…
Zensar, part of the RPG group of companies, provides application development, digital and cloud infrastructure services.
Its recent foray and success in the MDF segment (despite facing over-supply headwinds in the industry) reaffirms its execution skills.
Dire client issues to be resolved by Q4; valuations very attractive; ‘Buy’ retained.
Deal intake is expected to be on the weaker side in Q3FY20 and potentially decline YoY as some deals get…
The Indian real estate sector has undergone multiple rounds of disruption over CY17-19, beginning with the demonetisation impact, followed by…
We see these brands are likely to be a new premiumisation trigger for HUL, similar to Rs 10 SKU of…
Generic Revlimid, Copaxone, Nuvaring and Suboxone are the key high-value product opportunities for DRL
We maintain our CY19-CY21E estimates with an unchanged target price of Rs 1,843 per share based on 11x Mar’21E EV/E.
Considering that farmers use agrochemicals throughout each agri season but pay only after harvest, the working capital of suppliers is…
E-com to be next growth driver for Indian FMCG: Rising middle class population, lack of strong distribution network in smaller…
