Notable revenue growth. After declining for two consecutive quarters, Dabur’s Q2 revenue grew 14% YoY, a material beat of our…

Sound pick-up in subscriber growth key positive; FY21-23 estimates up 4-6%; ‘Buy’ retained with revised TP of Rs 610

Recovery was led by Par business; EPS estimates up given better trajectory on premiums; ‘Buy’ rating retained with TP of…

Colgate’s GM & Ebitda margins climbed to all-time highs, contributing most to the 2QFY21 earnings beat.

Key positive was collection of 97% of Sept dues; EPS up to factor in better asset quality and retail revival;…

While the company has been able to offset some part of revenue pressure due to strong growth in hygiene portfolio,…

Merger with SAMIL will enhance potential for global growth; TP up to Rs 120 from Rs 105

Recovery was broad-based; deal TCV, up 25% q-o-q, was very strong; mgmt commentary’s positive; ‘Buy’ retained

PVs up 28-30% y-o-y; 2Ws, 11-13%; tractors, 15-17%; and M&HCVs fell 16-20%; numbers boost Q2 prospects

B/S is strong; the focus on margin-accretive electrical cables a positive; valuation’s inexpensive; ‘Buy’ retained

Improvement in 1H Sept was broad-based; urban indicators up consistently; economy holding up well

Pick-up in motor segment is better than expected; health can be key growth driver; coverage assumed with Buy and TP…

FY20 AR shows slippages were high; EPS upgraded to factor in capital raise; ‘Buy’ maintained with TP of Rs 760

Further, secular industry opportunity aided by demand traction from unbranded segment, higher penetration and up-trading, augurs well for Crompton’s long-term…

Recovery is expected from FY22; despite premium valuations, further re-rating possible; Infosys is top pick.

Quality of moratorium loans holding up, limiting risk of slippages; retail is expected to revive from Q3FY21; ‘Buy’ maintained