Following strong 8.5% y-o-y (7.6 million tonne volume) growth in Indian crude steel production in FY17, we would focus more…
Motherson Sumi (MSSL) is one of IIFL’s Top 5 large- cap Buy ideas for 2017. MSSL’s India revenue will outpace…
The domestic air travel industry has grown at around 20% since mid-CY2014. However, this coincided with a significant increase in…
Idea will cover 94% of its revenue footprint with 4G by end-FY17 or mid-FY18. JIO accelerating adoption of VoLTE will…
Increasing preference for high chrome cast grinding media in the global mining sector augurs well for AIA Engineering to achieve…
Post our interaction with Shoppers Stop (SHOP) management, we expect 3% SSS growth in the key Shoppers Stop format in…
Godrej Industries (GIL), whose market cap has compounded at a 34% CAGR since the spin-off of its soaps business in…
ITC’s FCF as a percentage of net profit has increased to 86% in FY16 vs. 50% in FY14. However, this…
JSW Energy (JSWE) has successfully consummated the acquisition of two hydro assets of Jaiprakash Power Ventures Limited (JPVL) and it…
Our analysis of 15 subsidiaries of TECHM indicates that they were a significant drag on margins in FY16. TECHM’s consol.…
We expect telcos to bid conservatively in the 2016 auctions considering: no renewals for the top telcos; accelerated network rollout…
Cumulative monsoon rainfall over June 1-August 15 remains 1% above normal despite a drop in rainfall over the past week.
HPCL’s external product purchases are the highest across OMCs at 25-30%. Thus, leverage to change in marketing margins on auto…
Mindtree (MTCL) delivered a material negative surprise in Q1FY17. We had earlier downgraded the stock to ADD due to moderation…
GCPL has been ahead of competition in innovation, helping it gain market share
Earnings outlook is set to improve over FY16-19ii, led mainly by improvement in the operating environment
Although we believe Patanjali can reach our estimate of Rs 200 billion turnover by FY20, it does not necessarily mean…
Enablers for ensuring its rapid spread in India are falling into place
