North and central region margins are likely to gain support sequentially from better fixed-cost absorption on account of seasonally higher…
Despite the absence of capex cycle (in particular private capex), ABB, Siemens and Honeywell have delivered strong earnings growth, led…
Tariff change should lead to 58% rise over Q2FY20 annualised Ebitda; Jio’s equity valuation up to Rs 500; TP raised…
Technology is key business enabler; RoA/RoE expected to improve to 1.6/15.7% in FY21e; TP revised to Rs 625
But VIL could lose market share; Bharti to gain more, with healthy FCF generation and 50%+ potential upside
The country intends to implement B30 biodiesel (from B20 currently), which in turn would increase its domestic consumption by 3MMT.
Odisha has claimed that transportation of material forms part of mining activity (according to the MMDR Act) and necessitates an…
Some issues that pulled down its performance are being addressed; worst is also over for the India business; ‘Buy’ retained
With limited capex needs going forward, strong FCF generation (~7% yield) will likely drive deleveraging and 550bps improvement in RoE…
Volume growth and market share expansion have taken precedence as part of its new strategy, even if it is at…
Unhedged forex exposure stood at Rs 9.7 bn, 14% of NW (FY18: Rs 61.7 bn, 87.2% of NW).
Zudio’s capex light FOCO (franchisee owned company operated) model allows TRENT to retain operations and garner very high ROCE given…
The USFDA inspected Unit 4 as part of cGMP compliance and thereafter issued form 483 with 14 observations
NHPC’s regulated equity growth – key driver of earnings – will be muted over the next few years as no…
RE is witnessing demand weakness for the first time since its renaissance in 2008, as it is in a perfect…
To achieve its aim of building a dominant, natural beverages brand in the country, the company has shifted its focus…
India is the third largest petroleum consumer in the world after the US and China with consumption of ~5.2kbopd.
Sales volumes declined 3% QoQ to 3.1mt due to subdued market conditions. We expect volumes to recover in 2HFY20 as…
