Our meeting with the management of Jain Irrigation (JI) reaffirms our view on Jain Irrigation’s growth—especially in the light of…
We met BPCL’s management for an update on the oil sector reforms, industry insights and the company’s business outlook.
We recently met the management of PC Jeweller (PCJL) and the key takeaways are as follows. Given its strong brand…
We recently interacted with Jayesh Shah, CFO of Arvind and the key highlights are as follows. The management expects 10-12%…
Monsanto (MCHM) reported overall revenue of R6,740 crore in Q4FY15 as against R7,510 crore in Q4FY14, marking a y-o-y degrowth…
PVR acquired DT Cinemas from DLF for Rs 500 crore.
We are withdrawing our rating on Sun TV Network pending clarity on regulatory issues.
Our recent interaction with Prestige Estate (PEPL) top management highlights its evolving approach to sustain growth by combating concerns of…
Sobha Developers (Sobha) reported Q4FY15 revenue of Rs 510 crore (-19% y-o-y) missed estimates due to delay in recognition from…
Significant step-up in capex; net debt increases on spectrum fee.
Andhra Bank’s Q4FY15 PAT was at Rs 190 crore (2x y-o-y on a lower base), driven by healthy NIM, strong…
Buy UltraTech Cement with a target price of Rs 3,534, implied FY17e EV/ebitda of 13.5x.
Upgrade Mahindra & Mahindra Financial Services (MMFS)…
HCL Tech’s (HCLT) Q3FY15 ebit margin decline of 260 bps q-o-q to 21.6% was a key miss…
Maintain ‘buy’ on United Spirits (USL) with a DCF-based target price of R4,250. Though early, we expect several signs emerging…
Maintain ‘buy’ on Cummins India (KKC) with a price target of R1,000, valuing the company at 30x FY17e P/E.
We recommend subscribing to Inox Wind’s initial public offering (IPO). We expect the company’s wind turbine generator…
Maintain ‘buy’ on Rural Electrification Corporation (REC) on healthy loan growth…
