A new CEO, lofty 2020 target, recent large acquisitions and senior hires could kindle turnaround hopes, with Infosys’ case study…
Jubilant Foodworks’ (JUBI’s) Q4FY16 results disappointed at the revenue, EBITDA and PAT levels. While revenues were 4.2% below expectations, EBITDA…
Q4FY16 was a mixed quarter for the Indian pharma sector. While revenue growth accelerated, margins moderated despite one-off gains. The…
Stagnant or declining production remain a major concern for ONGC and Oil India. ONGC’s crude production has remained stagnant for…
A flip-flop on this could be very damaging for SBIN
Infosys CEO’s comments elaborate the technology transitions and try to capture the mantle of thought leadership.
GAIL India’s Q4 EBITDA was 11% below our estimate due to misses in petrochemical and LPG segments though management indicated…
Profit after tax for the fourth quarter grew 32% y-o-y, but was below our est. due to higher provision w.r.t…
Ashoka reported 20% decline in Q4FY16 construction revenue led by slow execution on projects due to land possession issues. BOT…
While creating a behemoth, the move would entail higher employee costs, besides posing other challenges
After 4 years of anaemic growth, share gains in scooter segment and recovery in rural markets are likely to drive…
Competition from SOE banks, weak house prices and weak volume growth could continue to depress earnings growth
Q4 PPOP was higher than expected, but higher than expected provision as Shriram Transport Finance targeted higher coverage ratio while…
Pricing remains a risk, with management indicating major contract renewals at Indus in FY18
We believe it is extremely desirable that the bank contours the stress and provides forward guidance. This provides a reasonable…
Syngene reported a strong quarter with revenue growth ahead of expectation at 31% led by development and biologics discovery services.
Strong guidance for FY17e (estimates) revenue at 11.8-13.8% y-o-y implies sustained industry leading growth which should support premium valuations.
We remain positive on outlook for CV market in FY17. This should drive 15.6% AUM CAGR over FY16-18E. Funding costs…
