CPB EBITDA dipped 2.3% to Rs 4.8bn in FY18. The company has spent Rs 1bn in R&D (2.3% of revenue)…
Key takeaways from FY18 annual report analysis of UltraTech Cement (UTCEM)
Infosys reported a broadly in-line Q1FY19 on both revenues and margins.
Tata Steel (Tata) came out with it statement of integrated accounts for FY18 (Environmental Social and Governance report + Annual…
Avanti’s moats include: 1) strong brands; 2) wide distribution network; 3) multiple manufacturing units to reduce freight costs, and 4)…
Crompton Consumer (Crompton) has corrected 20% since January 2018 driven by two successive quarters of lower than expectations results. From…
Market share gains should ensure industry-leading ad revenue growth; rating upgraded to ‘Buy’ with TP revised to Rs 638 from…
We believe Marico’s hair oil business is in a sweet spot as it continues to gain market share in the…
Cadila Healthcare reported Q4FY18 results in line with our estimates.
With the outlook positive in all its 4 segments, company estimated to log earnings CAGR of 32.9% over FY18-20; TP…
Domestic Revenue per passenger (pax) declined by 9.4% Y-Y while International revenue per pax increased by 5.6% Y-Y in Q4FY18.…
We recently hosted S Mahesh Anand – vice president, the Indian Paint Association and president of Decorative Business, Nippon Paint…
ABB India has received mandate to supply for multiple geographies and this will open-up the export market.
UltraTech Cement’s (UTCEM) Q4FY18 EBITDA of Rs 1,700 crore (up 33% YoY) was above our/consensus estimates mainly led by better…
Company might have to do the heavy-lifting in deal, outweighing technology gains; downgraded to ‘Sell’, with TP cut to Rs…
Strides’ API business (15.2% of FY17 sales) would demerge into a separate listed entity, Solara Active Pharma Sciences Ltd (Solara),…
Initiated coverage with ‘Buy’ and TP of Rs 1,030, implying upside of 36% over CMP
Yes Bank offers an excellent opportunity to play the theme of structural improvement in profitability vs peers.
