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Latest Reports

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DateLatest ReportDiscriptionIcon
27/04/2017KOTAK MAHINDRA BANKQ4FY17 Result Update - Delivers on most metrics but marginal slip in asset quality
27/04/2017SHRIRAM TRANSPORT FIQ4FY17 Result Update - Slower business growth and transition impacts earning
27/04/2017MARUTI SUZUKI INDIAQ4FY17 Result Update - Steady performance again; “Accumulate”
27/04/2017TVS MOTOR COMPANY LTQ4FY17 Result Update - Other income drives profits; Reduce
27/04/2017JK LAKSHMI CEMENT LTManagement Meet Update - Banking on cost competitiveness; Upgrade to BUY
27/04/2017AXIS BANK LTDQ4FY17 Result Update - Better quarter on operations; mixed on asset quality
26/04/2017KSB PUMPS LTD.Q1CY17 Result Update - Oil & Gas/ Standard Products to Drive Growth
26/04/2017LIC HOUSING FINANCEQ4FY17 Result Update - Strong margin performance but limited levers
26/04/2017IDFC BANK LIMITEDQ4FY17 Result Update - Charting a growth path till FY2020
25/04/2017PERSISTENT SYSTEMSQ4FY17 Result Update - Strong Margin beat negates Growth miss
25/04/2017M&M FIN SER LTDQ4FY17 Result Update - Improving outlook on growth and recoveries!
25/04/2017WIPRO LTD.Q4FY17 Result Update - Tepid 1Q guidance puts growth in tough spot for FY18
25/04/2017RALLIS INDIA LIMITEDQ4FY17 Result Update - Well placed for the upcoming season
25/04/2017ULTRATECH CEMENT LTDQ4FY17 Result Update - Misses estimates; Outlook strengthens across the fronts
25/04/2017RELIANCE INDUSTRIESQ4FY17 Result Update - Impressive performance
24/04/2017S Chand and CompanyIPO Note - Subscribe - The 80 year old Publisher arrives
24/04/2017HEXAWARE TECHQ1CY17 Result Update - Strong Revenue beat raises Momentum
24/04/2017BHARAT FORGE LTD.Visit Update - Innovating to meet future demand; Accumulate
24/04/2017A C C LIMITED.Q1CY17 Result Update - Beats on volume growth; Stage set for long expected recovery
21/04/2017H D F C BANKQ4FY17 Result Update - Momentum picking-up again post blip from demonetisation
21/04/2017JUBILANT FOODWORKSCompany Update - 27-33% lower price offer, pay off uncertain
20/04/2017MINDTREE LIMITEDQ4FY17 Result Update - One swallow does not make a summer
20/04/2017INDUSIND BANKQ4FY17 Result Update - Continuing to forge ahead
19/04/2017YES BANK LTD.Q4FY17 Result Update - Core performance strong but pangs in asset quality
19/04/2017India FinancialsSector Update - RBI – Forcing Pro-activeness in Banks
19/04/2017TATA CONSULTANCY SERQ4FY17 Result Update - Margin trajectory holds the key
13/04/2017R.P.P. INFRA PROJECTVisit Update - Play on rural infra theme!
13/04/2017INFOSYS LIMITEDQ4FY17 Result Update - Margin trajectory weighs on earnings
12/04/2017IT ServicesSector Update - Rupee Appreciation: Will Wage hikes be deferred?
11/04/2017NOCIL LIMITEDVisit Update - Revving up
11/04/2017DR. LAL PATHLABS LTDCompany Report - The Ace in the pack
07/04/2017HINDUSTAN OIL EXPLOVisit Update - On a fast track
06/04/2017Jan-Mar’17 Earnings PreviewQ4FY17 Results Preview, expect a better Q4
29/03/2017Rising Star Investor Conference 2017Post Conference Note
21/03/2017AVENUE SUPERMARTS LTCompany Report - Set to run a Marathon: BUY
10/03/2017JINDAL STEEL & POWERVisit Update - Moving closer to crucial timelines; Reiterate BUY
10/03/2017India Strategy & Top Ideas - March 2017Demons of Demonetisation to spill over to 4QFY17 too
09/03/2017Indian IT ServicesSector Update - Global IT stocks Leap ahead; Time to Reboot for Indian IT
03/03/2017Music BroadcastIPO Note - Subcribe
02/03/2017RELIANCE INFRASTRUCTCompany Update - Battle Ready!
03/03/2017Avenues SupermartsIPO Note - Ready for a Marathon; Subscribe
01/03/2017India FinancialsSector Update - Credit offtake struggling to recover
27/02/2017JINDAL STEEL & POWERAnalyst Meet Update - Rising like a Phoenix; Reiterate BUY
27/02/2017SPICE JET LTDCompany Update - Strong growth, but demonetisation impacts performance
23/02/2017Capital Goods & InfrastructureSector Update - Q3FY17 Review - Government capex to lead recovery
23/02/2017India Strategy & Top Ideas - Feb 2017Demons of Demonetisation to stay till 1QFY18
16/02/2017J. KUMAR INFRAPROJECQ3FY17 Result Update - Execution to be the key driver
16/02/2017VOLTAS LIMITEDQ3FY17 Result Update - Building on strengths!
15/02/2017GAIL (INDIA) LIMITEDCompany Report - On a comeback trail
15/02/2017SADBHAV ENGINEERINGQ3FY17 Result Update - Expecting strong 4QFY17
15/02/2017JINDAL STEEL & POWERQ3FY17 Result Update - Beats across the board; Structural recovery in full swing
15/02/2017NESTLE INDIA LIMITEDQ4CY16 Result Update - Input cost challenges ahead: “Reduce”
14/02/2017SUN PHARMACEUTICAL IQ3FY17 Result Update - Competition intensifies in US core sales, Taro products
14/02/2017TATA MOTORS LTDQ3FY17 Result Update - Disappointing performance
14/02/2017KALPATARU POWER TRANQ3FY17 Result Update - Strong Execution
14/02/2017ALLCARGO LOGISTICSQ3FY17 Result Update - Margins disappoint, volumes surprise
14/02/2017BRITANNIA INDUSTRIESQ3FY17 Result Update - Strong fundamentals help to stem the Demon tide
14/02/2017GLAXOSMITHKLINE CONSQ3FY17 Result Update - Demonetisation accentuates growth woes
14/02/2017HINDUSTAN PETROLEUMQ3FY17 Result Update - Operationally in-line performance
14/02/2017PETRONET LNG LTD.Q3FY17 Result Update - Steady performance
13/02/2017HEIDELBERG CEMENTQ3FY17 Result Update - Miss across the fronts; Weak earnings quality triggers downgrade
13/02/2017ENGINEERS INDIAQ3FY17 Result Update - Strong visibility
13/02/2017HINDALCO INDUSTRIESQ3FY17 Result Update - Small miss; Strong visibility and stable ops drive the rating upgrade
13/02/2017VA TECH WABAG LTD.Q3FY17 Result Update - Worst seems to be over, Back to growth in FY18
13/02/2017MAHANAGAR GAS LTD.Q3FY17 Result Update - Strong margins compensate for volume decline
13/02/2017MOTHERSON SUMI SYSQ3FY17 Result Update - Decent Q3; maintain “Accumulate”
13/02/2017COAL INDIA LIMITEDQ3FY17 Result Update - Misses estimates; Higher costs dims hope for earnings recovery
13/02/2017HINDUSTAN ZINCQ3FY17 Result Update - Earnings in line; the best play on structural deficit in Zn
12/02/2017BANK OF BARODAQ3FY17 Result Update - In-line performance with stable asset quality
11/02/2017STATE BANK OF INDIAQ3FY17 Result Update - Steady performance
10/02/2017POWER GRID CORPORATIQ3FY17 Result Update - Strong capitalization trend likely to continue
10/02/2017AUROBINDO PHARMAQ3FY17 Result Update - Muted Q3FY17; Key launches to be realised from Q1FY18E
10/02/2017STEEL AUTHORITY OF IQ3FY17 Result Update - Fails to ‘Sail’ through; Operations continue to deteriorate
10/02/2017MAHINDRA & MAHINDRAQ3FY17 Result Update - Decent results; “Accumulate
10/02/2017BHARAT PETROLEUM CORQ3FY17 Result Update - In-line performance
10/02/2017LUPIN LTDQ3FY17 Result Update - Result beats expectations; Near term revenue drivers improves grows visibility
09/02/2017BANK OF INDIAQ3FY17 Result Update - Relief on asset quality but earnings to remain depressed
09/02/2017THERMAX LTDQ3FY17 Result Update - Working on building a strong base
09/02/2017ABB INDIA LIMITEDQ4CY16 Result Update - HVDC order drives inflows
09/02/2017HERO MOTOCORP LTD.Q3FY17 Result Update - Strong operational performance; “Accumulate”
09/02/2017INDRAPRASTHA GAS LTDQ3FY17 Result Update - Another strong quarter
09/02/2017UNION BANK OF INDIAQ3FY17 Result Update - Weak performance
09/02/2017CIPLA LTD.Q3FY17 Result Update - Results in line; Growth drivers remain back ended, uncertain
08/02/2017Monetary Policy - 8 FebView on Monetary Policy and Equity markets - Ajay Bodke
08/02/2017PUNJAB NAT.BANKQ3FY17 Result Update - On path of recovery
08/02/2017SIEMENS LTDQ1FY17 Result Update - Railways and T&D driving inflows
08/02/2017BHARAT FORGE LTD.Q3FY17 Result Update - Q3 subdued, outlook better; BUY
08/02/2017ATUL AUTO LTDQ3FY17 Result Update - Slow recovery post-demonetisation; Accumulate
08/02/2017CEAT LIMITED EQQ3FY17 Result Update - Near-term pressure, long-term outlook good; “BUY”
08/02/2017TATA STEEL LIMITEDQ3FY17 Result Update - Strong show in India ops; Sustained earnings recovery in place
07/02/2017JUBILANT LIFE SCIENCQ3FY17 Result Update - Result in line; Rubi-fill to drive growth in FY18E
07/02/2017BHARAT HEAVY ELECTRIQ3FY17 Result Update - Unconvincing outlook
07/02/2017TITAN COMPANY LTD.Q3FY17 Result Update - GST rates hold key to growth visibility
07/02/2017HEXAWARE TECHQ4CY16 Result Update - In-sourcing by a top client weighs on guidance
07/02/2017PERSISTENT SYSTEMSCompany Update - Shift in Capital allocation strategy can aid transformation
06/02/2017JAMMU & KASHMIR BANKQ3FY17 Result Update - Another weak quarter led by provisioning and consolidation
06/02/2017JUBILANT FOODWORKSQ3FY17 Result Update - Steps positive; Recovery still a long haul
06/02/2017DR REDDY'S LABSQ3FY17 Result Update - Result beat; But sustainable growth drivers remain at distant
04/02/2017A C C LIMITED.Q4CY16 Result Update - As usual disappoints on costs; Earnings to remain under pressure
03/02/2017MARICO LIMITEDQ3FY17 Result Update - 3Q marred by Demonetisation; “Accumulate”
03/02/2017PIDILITE INDUSTRIESQ3FY17 Result Update - Gradual demand recovery ahead, Long term outlook strong
03/02/2017GLENMARK PHARMACEUTIQ3FY17 Result Update - Core sales, EBITDA in line; Gross debt reduced by 3%
02/02/2017CUMMINS INDIA LTDQ3FY17 Result Update - Strong export growth, Domestic outlook steady
01/02/2017EICHER MOTORSQ3FY17 Result Update - Royal Enfield's good show continues; Accumulate
01/02/2017MPHASIS LTDQ3FY17 Result Update - Steady quarter; Buyback to act a Buffer
01/02/2017CAPITAL FIRST LTD.Q3FY17 Result Update - Performance on track to improve return ratios
02/02/2017Union Budget 2017-18It’s just the Appetizers for MODIFUL 2019
01/02/2017JSW STEEL LTDQ3FY17 Result Update - Meets estimates; earnings outlook on strong footing
01/02/2017THYROCARE TECHNOLOGIQ3FY17 Result Update - Growth keeps momentum despite demonitisation, seasonality
01/02/2017CADILA HEALTHCARE LTQ3FY17 Result Update - Performance below estimates; US, EU continue to disappoint
01/02/2017ICICI BANK LTD EQQ3FY17 Result Update - Core performance still remains weak
01/02/2017SHRIRAM TRANSPORT FIQ3FY17 Result Update - Business impacted by demonetisation but strong outlook
31/01/2017KEC INTERNATIONAL LTQ3FY17 Result Update - Strong margins, healthy outlook
31/01/2017NAVNEET EDUCATIONQ3FY17 Result Update - Good show continues, Growth ready for FY18
31/01/2017DABUR INDIAQ3FY17 Result Update - Expect slow recovery post 3Q jolt; Accumulate
31/01/2017INDIAN OIL CORPORATQ3FY17 Result Update - Healthy operating performance
31/01/2017OIL & NATURAL GAS COQ3FY17 Result Update - Higher write-off mar healthy operating performance
31/01/2017BAJAJ AUTO LIMITEDQ3FY17 Result Update - Margins meet expectation; “Accumulate”
31/01/2017KANSAI NEROLAC PAINTQ3FY17 Result Update - Strong Momentum in challenging times; Upgrade to BUY
31/01/2017Budget Expectations 2017-2018Key Budget Expectations
31/01/2017SHREE CEMENT LTD.Q3FY17 Result Update - Falls short of estimates; revival in prices not too far
30/01/2017BHARAT ELECTRONICSQ3FY17 Result Update - Strong performance - Best defence play!
30/01/2017H D F CQ3FY17 Result Update - Core performance better on strong spread expansion
30/01/2017TECH MAHINDRA LTDQ3FY17 Result Update - Sustained turnaround in Telecom holds the key
30/01/2017EMAMI LTDQ3FY17 Result Update - Power brands struggle; Boroplus saves the day “Reduce”
30/01/2017INDOCO REMEDIES LTDQ3FY17 Result Update - Result below estimates: Tepid sales growth in India, exports
29/01/2017LARSEN & TOUBROQ3FY17 Result Update - All eyes on Q4
27/01/2017ITC LIMITED EQUITYQ3FY17 Result Update - 3QFY17 inline; Budget and GST key to re-rating: “Accumulate”
27/01/2017COLGATE PALMOLIVE INQ3FY17 Result Update - Volume Decline 12%, expect slow recovery, Reduce
27/01/2017IDFC BANK LIMITEDQ3FY17 Result Update - Weak performance
25/01/2017VRL LOGISTICS LTD.Q3FY17 Result Update - Good show in a tough environment
25/01/2017KOTAK MAHINDRA BANKQ3FY17 Result Update - Decent performance but need to improve credit growth
25/01/2017WIPRO LTD.Q3FY17 Result Update - Tepid Revenue trajectory continues
25/01/2017EXIDE INDUSTRIES LTDQ3FY17 Result Update - Good revenue growth, margins lower; ‘Accumulate’
25/01/2017ASHOK LEYLANDQ3FY17 Result Update - Marginally lower operating performance; “Accumulate”
25/01/2017MARUTI SUZUKI INDIAQ3FY17 Result Update - 'Other income' drives profits; “Accumulate”
25/01/2017L&T FINANCE HOLDINGSQ3FY17 Result Update - Better profitability; return ratios improvement on track
25/01/2017TVS MOTOR COMPANY LTQ3FY17 Result Update - Stable margins YoY; maintain “Reduce”
24/01/2017M&M FIN SER LTDQ3FY17 Result Update - Profitability weaker but business growth retained
24/01/2017H D F C BANKQ3FY17 Result Update - Slight decline in momentum but on track to pick-up
24/01/2017ASHOKA BUILDCON LTDQ3FY17 Result Update - On right track
24/01/2017HCL TECHNOLOGYQ3FY17 Result Update - Capital allocation to remain a focus
24/01/2017ASIAN PAINTS LTDQ3FY17 Result Update - Near term headwinds, Long term story intact “Accumulate”
23/01/2017HINDUSTAN UNILEVERQ3FY17 Result Update - Worst Seems Over, expect gradual recovery; “Accumulate”
23/01/2017PERSISTENT SYSTEMSQ3FY17 Result Update - Margin trajectory remains the key
23/01/2017BSEIPO Note - Subcribe
22/01/2017RALLIS INDIA LIMITEDQ3FY17 Result Update - Getting back on growth path, Exports picking up again
20/01/2017MOTHERSON SUMI SYSEvent Update - Extending its truck segment reach; “Accumulate
20/01/2017MAHINDRA & MAHINDRAEvent Update - Hisarlar acquisition to improve Europe reach; “Accumulate”
20/01/2017AXIS BANK LTDQ3FY17 Result Update - Slippages lower but profitability weak
20/01/2017YES BANK LTD.Q3FY17 Result Update - Another quarter of strong performance
19/01/2017FEDERAL BANK LTD.Q3FY17 Result Update - Improving performance
19/01/2017MINDTREE LIMITEDQ3FY17 Result Update - Resurrection to remain a long battle
17/01/2017NIIT TECHNOLOGIES LTQ3FY17 Result Update - Humble valuations leads to favourable risk return
17/01/2017LIC HOUSING FINANCEQ3FY17 Result Update - Core performance weak but spreads to sustain
17/01/2017RELIANCE INDUSTRIESQ3FY17 Result Update - Impressive performance
16/01/2017COAL INDIA LIMITEDCompany Update - Consumed the last lever of price hike; maintain Reduce
13/01/2017INFOSYS LIMITEDQ3FY17 Result Update - Can Capital allocation be the saviour?
13/01/2017INFOSYS LIMITEDQ3FY17 Result Update - First Cut: No signs of revenue growth acceleration
12/01/2017TATA CONSULTANCY SERQ3FY17 Result Update - CEO departure, A Hangover in the medium term
12/01/2017SOUTH INDIAN BANK LTQ3FY17 Result Update - Profit boosted by treasury gains
12/01/2017Oct-Dec’16 Earnings PreviewQ3FY17 Results, Demonetization could delay the recovery
10/01/2017INDUSIND BANKQ2FY17 Result Update - Strong performance despite challenging environment
02/01/2017India FinancialsSector Update - Demonetisation hits all segments of credit
27/12/2016Rural KaleidoscopeIndia's Largest Agri Show 'KISAN'
19/12/2016India Strategy & Top Ideas - Dec 2016Demonetisation effect to stay till 1QFY18
22/12/2016VOLTAS LIMITEDVisit Update - Focus on profitability
21/12/2016SADBHAV ENGINEERINGVisit Update - On right track
20/12/2016JAMMU & KASHMIR BANKQ2FY17 Result Update - Weak quarter; earnings to recover gradually
20/12/2016TECHNO ELECTRICVisit Update - Believe in the best
14/12/2016COAL INDIA LIMITEDQ2FY17 Result Update - Miss across the fronts; Weak outlook drives rating downgrade
12/12/2016J. KUMAR INFRAPROJECTQ2FY17 Result Update - Execution to pick up in H2
12/12/2016JINDAL STEEL & POWERQ2FY17 Result Update - Outlook gets stronger on majority of fronts; Reiterate BUY
09/12/2016SAILQ2FY17 Result Update - Disappointment continues; elevated costs to undone higher prices
08/12/2016CROMPTON GREAVESQ2FY17 Result Update - Bumpy ride- International T&D sales terminated
05/12/2016PL feels the ground...a series of ground level channel checks
01/12/2016Cement InvestorPost Conference Notes
06/12/2016SIEMENS LTDAnalyst Meet Update - Geared up and waiting!
05/12/2016ASHOKA BUILDCON LTDQ2FY17 Result Update - Improving visibility!
06/12/2016Laurus LabsStrong R&D capabilities, coupled with high debt and WC - Subscribe
02/12/2016TITAN COMPANY LTD.2-4% EPS cut as Demonetisation adds to woes; “Reduce”
01/12/2016SADBHAV ENGINEERINGQ2FY17 Result Update - Execution to bounce back in H2
29/11/2016Sheela FoamPriced to perfection, Await better entry points - Subscribe
29/11/2016OIL INDIA LIMITEDQ2FY17 Result Update - In-line performance
28/11/2016MAHANAGAR GAS LTD.Q2FY17 Result Update - Healthy margins support earnings
22/11/2016India Strategy & Top IdeasDemonetization effect in the short term
28/11/2016SPICE JET LTDQ2FY17 Result Update - Healthy operating performance in Q2
23/11/2016ALLCARGO LOGISTICSQ2FY17 Result Update - FY17 looks muted, growth to contribute from FY18
23/11/2016SIEMENS LTDQ4FY16 Result Update - Railways and T&D driving inflows
22/11/2016LARSEN & TOUBROQ2FY17 Result Update - Results a mixed bag
22/11/2016BRITANNIA INDUSTRIESCompany Update - Spike in wheat price adds to near term woes
17/11/2016THYROCARE TECHNOLOGIESCompany Report - Pathology and imaging businesses both at inflexion point
18/11/2016VOLTAS LIMITEDQ2FY17 Result Update - Focus on building a strong base!
18/11/2016PETRONET LNG LTD.Q2FY17 Result Update - Healthy volume drive earnings
17/11/2016ENGINEERS INDIAQ2FY17 Result Update - Strong visibility, improving outlook
17/11/2016INDRAPRASTHA GAS LTDQ2FY17 Result Update - Strong performance
15/11/2016KALPATARU POWER TRANQ2FY17 Result Update - Strong order visibility
15/11/2016HINDUSTAN PETROLEUMQ2FY17 Result Update - Inventory loss drags performance
15/11/2016ATUL AUTO LTDQ2FY17 Result Update - Q2 marks a sequential recovery; Accumulate
15/11/2016BHARAT PETROLEUM CORQ2FY17 Result Update - Weak performance
15/11/2016AUROBINDO PHARMAQ2FY17 Result Update - Result in line; Injectable, Nexium to lead US sales, margins in H2
15/11/2016TATA MOTORS LTDQ2FY17 Result Update - Exceptionals mar the show
15/11/2016BANK OF BARODAQ2FY17 Result Update - Fresh impairment lower but guidance maintained
15/11/2016TATA STEEL LIMITEDQ2FY17 Result Update - Domestic ops disappoint; margins in Europe ops peaked-out
15/11/2016HINDALCO INDUSTRIESQ2FY17 Result Update - Misses estimates; Higher LME and lower costs to make-up in H2
14/11/2016STATE BANK OF INDIAQ2FY17 Result Update - Loan growth below estimates, outlook remains
11/11/2016MAHINDRA & MAHINDRAQ2FY17 Result Update - Tractors drive Q2 performance; “Accumulate
11/11/2016NAVNEET EDUCATIONQ2FY17 Result Update - Strong show continues, Acquisition to further aid growth
11/11/2016THERMAX LTDQ2FY17 Result Update - Near-term outlook muted, working on building a strong base
10/11/2016SUN PHARMACEUTICALQ2FY17 Result Update - Gleevec, one-offs, lower overhead beat sales, EBITDA, margin
10/11/2016BANK OF INDIAQ2FY17 Result Update - Weak performance, but asset quality holds up
10/11/2016PIDILITE INDUSTRIESQ2FY17 Result Update - Currency demonetisation offers an entry opportunity
10/11/2016LUPIN LTDQ2FY17 Result Update - Sales, EBITDA miss on competition in Fortamet, higher overhead
10/11/2016CIPLA LTD.Q2FY17 Result Update - Core exports stutter; India sales a face saver
10/11/2016THE RAMCO CEMENTSQ2FY17 Result Update - Strong show; Vindicates the strong quality of operations
09/11/2016POWER GRID CORPORATIQ2FY17 Result Update - On track for another strong year!
09/11/2016CAPITAL FIRST LTD.Q2FY17 Result Update - Performance on track to improve return ratios
09/11/2016VA TECH WABAG LTD.Q2FY17 Result Update - Getting back on track
09/11/2016BRITANNIA INDUSTRIESQ2FY17 Result Update - Cost inflation near its peak,:“BUY”
09/11/2016ASHOK LEYLANDQ2FY17 Result Update - Healthy performance continues; “Accumulate”
08/11/2016BHARAT HEAVY ELECTRIQ2FY17 Result Update - Decent quarter but an unconvincing outlook
08/11/2016KEC INTERNATIONAL LTQ2FY17 Result Update - Margins/inflow continue to be healthy
08/11/2016PUNJAB NAT.BANKQ2FY17 Result Update - Some sanity in asset quality
08/11/2016GLAXOSMITHKLINE CONSQ2FY17 Result Update - Growth outlook bleak, valuations cap downside
08/11/2016BHARAT FORGE LTD.Q2FY17 Result Update - Exports remain subdued, outlook better
08/11/2016CEAT LIMITED EQQ2FY17 Result Update - Decent performance; maintain “BUY”
08/11/2016ICICI BANK LTD EQQ2FY17 Result Update - Core performance still remains weak
07/11/2016SHREE CEMENT LTD.Q2FY17 Result Update - Meets expectation; Going bigger with no dilution in its core
07/11/2016LUPIN LTDEvent Update - Resolution (EIR) in Goa received, approvals to follow
05/11/2016UNION BANK OF INDIAQ2FY17 Result Update - Better operating performance offset by high provisions
04/11/2016TITAN COMPANY LTD.Q2FY17 Result Update - Poor Volumes; Margins save the day; “Reduce”
03/11/2016AMBUJA CEMENTS LTDQ3CY16 Result Update - Miss on all counts; demand revival holds the key
29/10/2016EICHER MOTORSQ2FY17 Result Update - Royal Enfield's stellar show continues; Accumulate
29/10/2016BAJAJ AUTO LIMITEDQ2FY17 Result Update - Healthy margins sustained; “Accumulate”
28/10/2016NESTLE INDIA LIMITEDQ2FY17 Result Update - Competitive and Input costs challenges ahead: “Reduce”
01/11/2016MARICO LIMITEDQ2FY17 Result Update - Decorative segment leads growth; "Accumulate"
28/10/2016KANSAI NEROLAC PAINTQ2FY17 Result Update - Decorative segment leads growth; "Accumulate"
28/10/2016COLGATE PALMOLIVE INQ2FY17 Result Update - Decline in volume growth and market share a drag
28/10/2016GLENMARK PHARMACEUTIQ2FY17 Result Update - Sales, core EBITDA in line; Debt to be reduced in Q4FY18
28/10/2016VRL LOGISTICS LTD.Q2FY17 Result Update - Amongst the best play for recovery in FY18
28/10/2016BHARAT ELECTRONICSQ2FY17 Result Update - Strong Visibility - Best defence play!
28/10/2016JUBILANT LIFE SCIENCQ2FY17 Result Update - Pharma maintains momentum ; LSI retains cost leadership
28/10/2016EMAMI LTDQ2FY17 Result Update - MENA and HCD drag Q2 performance; “Reduce”
28/10/2016OIL & NATURAL GAS COQ2FY17 Result Update - Mixed performance
28/10/2016JK LAKSHMI CEMENT LTQ2FY17 Result Update - Earnings in line; new capex announcement continues
28/10/2016JSW STEEL LTDQ2FY17 Result Update - Missed estimates; efficiencies/price hikes to drive the recovery
28/10/2016TECH MAHINDRA LTDQ2FY17 Result Update - Steady growth; Core Telecom business recovers
28/10/2016TVS MOTOR COMPANYQ2FY17 Result Update - Flat margins YoY, downgrade to “Reduce
28/10/2016HERO MOTOCORP LTD.Q2FY17 Result Update - Strong operational performance; “Accumulate”
28/10/2016MARUTI SUZUKI INDIAQ2FY17 Result Update - Healthy operating performance; ‘Accumulate’
28/10/2016IDFC BANK LIMITEDQ2FY17 Result Update - Better quarter of performance
28/10/2016SHRIRAM TRANSPORT FIQ2FY17 Result Update - Business growth strong, but topline under pressure
28/10/2016M&M FIN SER LTDQ2FY17 Result Update - Gradual recovery seen, long way ahead
28/10/2016CUMMINS INDIA LTDQ2FY17 Result Update - Technology leadership, cost optimization key focus
28/10/2016ABB INDIA LIMITEDQ3CY16 Result Update - Strong inflow growth, renewable/railways key drivers
28/10/2016INDIAN OIL CORPORATQ2FY17 Result Update - Solid performance
26/10/2016JUBILANT FOODWORKSQ2FY17 Result Update - Still a long road to recovery: Maintain “Reduce”
26/10/2016ITC LIMITED EQUITYQ2FY17 Result Update - GST key to Cigarette recovery and re-rating: “Accumulate”
26/10/2016HINDUSTAN UNILEVERQ2FY17 Result Update - 2Q Disappoints, worst seems over; “Accumulate”
26/10/2016DABUR INDIAQ2FY17 Result Update - Sales Promotions enable volume recovery; “Accumulate”
26/10/2016INDOCO REMEDIES LTDQ2FY17 Result Update - Result in line; India formulations drive growth, Export remain tepid
26/10/2016H D F C BANKQ2FY17 Result Update - Performance remains steady
26/10/2016CADILA HEALTHCARE LTQ2FY17 Result Update - Overall performance disappoints, headwinds continue
26/10/2016L&T FINANCE HOLDINGSQ2FY17 Result Update - Steady quarter; return ratios to improve
26/10/2016H D F CQ2FY17 Result Update - Steady performance continues
26/10/2016AXIS BANK LTDQ2FY17 Result Update - Past underwriting continues to haunt
26/10/2016PNB Housing FinanceIPO Note - Diversified book with improving metrics - Subscribe
26/10/2016KOTAK MAHINDRA BANKQ2FY17 Result Update - Performance on track, Strong guidance for the second half
25/10/2016FEDERAL BANK LTD.Q2FY17 Result Update - Best performance in the last five quarters
25/10/2016KSB PUMPS LTD.Q3FY16 Result Update - Weak Quarter
25/10/2016DR REDDY'S LABSQ2FY17 Result Update - PSAI, India saves the day; US generics to face more headwind
25/10/2016HEXAWARE TECHQ3CY16 Result Update - Revenues and Margins ahead of estimates
25/10/2016ASIAN PAINTS LTDQ2FY17 Result Update - Growth outlook remains strong, “Accumulate”
25/10/2016Varun BeveragesIPO Note - Unique Play on Beverages; listing gains unlikely - Subscribe
25/10/2016PERSISTENT SYSTEMSQ2FY17 Result Update - Investments to reap benefits in the long term
24/10/2016RALLIS INDIA LIMITEDQ2FY17 Result Update - Getting back on track, stage set for strong FY18
24/10/2016A C C LIMITED.Q3CY16 Result Update - Miss on all fronts; Weak operational outlook drives downgrade
22/10/2016WIPRO LTD.Q2FY17 Result Update - Portfolio realignment to yield benefits in medium term
21/10/2016HCL TECHNOLOGYCompany Update - Steady results, Guidance retained; Outperforms peer group
21/10/2016LIC HOUSING FINANCEQ2FY17 Result Update - Stable performance
22/10/2016MINDTREE LIMITEDQ2FY17 Result Update - Significant margin miss; recovery to be long drawn
21/10/2016HCL TECHNOLOGYQ1FY17 Result Update - First Cut: Steady results with margin beat; Guidance retained
21/10/2016RELIANCE INDUSTRIESQ2FY17 Result Update - Strong all-round performance
20/10/2016YES BANK LTD.Q2FY17 Result Update - Strong performance, shoring of capital important for growth
17/10/2016ULTRATECH CEMENT LTDEarnings beat estimates; valuations in ‘Ultra’ expensive zone
17/10/2016NIIT TECHNOLOGIESQ2FY17 Result Update - Robust Q2FY17; H2FY17 outlook better than H1FY17
14/10/2016INFOSYS LIMITEDCompany Update - Solid Q2; On track for industry leading growth in FY17 - BUY rating by Prabhudas Lilladher
14/10/2016INFOSYS LIMITEDQ2FY17 Result Update - First Cut: Q2FY17 revenue beat expectations; Guidance cautious
13/10/2016TCSQ2FY17 Result Update - Cyclical challenges result in soft Q2
12/10/2016Jul-Sep'16 Earnings PreviewQ2FY17 Results, expects a better outlook
12/10/2016INDUSIND BANKQ2 FY17 Result Update - Navigating well on core performance - Accumulate
08/10/2016SOUTH INDIAN BANK - Q2FY17 Result UpdateImproving operating performance, but provisions weigh
06/09/2016MINDTREE LIMITEDEvent Update - Weak revenue and margin outlook for Q2FY17 - Accumulate
06/09/2016India FinancialsSector Update - Large credit remains subdued, but green shoots in small credit
29/08/2016INDRAPRASTHA GAS LTDManagement Meet Update - MNGL on an accelerated growth trajectory - Accumulate
29/08/2016INFOSYS LIMITEDAnalyst Meet Update - Strategic direction intact; Macro led short term challenges - BUY
06/09/2016India FinancialsSector Update - Worse seems to be over, though challenges remain
25/08/2016HCL TECHNOLOGYAnalyst Meet Update - Well prepared for “The Big Leap” - Accumulate
24/08/2016BRITANNIA INDUSTRIESVisit Update - Targeting innovation led growth - BUY
23/08/2016CementSector Update - Lower costs drive earnings; Q2 impacted by heavy monsoon
23/08/2016NESTLE INDIA LIMITEDAnalyst Meet Update - Long road ahead, Maintain “Reduce”
18/08/2016RBL BankIPO Note - Emerging private bank - Subscribe
17/08/2016India Strategy & Top IdeasLiquidity every where….enjoy the party
16/08/2016Oil & GasSector Update - Stay the course
12/08/2016NAVNEET EDUCATIONCompany Update - Annual Report Analysis
03/08/2016S.P. ApparelsIPO Note - Improving outlook and margins, “Subscribe”
05/08/2016CementSector Update - Heavy rains drag demand temporarily; outlook remains strong
03/08/2016PharmaSector Update - Exclusion list may cause problem for AG Asacol HD in the US
01/08/2016India FinancialsSector Update - Credit growth weakens but June a seasonally weak quarter
01/08/2016Kolkata Day @ MumbaiPost Conference Notes
15/07/2016CUMMINS INDIA LTDAnnual Report Analysis - Strengthening the franchisee! - Accumulate
11/07/2016Larsen & Toubro InfotechIPO Note - Well diversified mid-tier IT Company with strong parentage - Subscribe
11/07/2016Apr-Jun'16 Quarterly Preview & Top IdeasQ1FY17 Results, will we see an improvement?
05/07/2016JUBILANT LIFE SCIENCCompany Update - Pharma remain strong, LSI attached to vulnerable commodities - BUY
01/07/2016India FinancialsSector Update - Credit growth remains subdued
30/06/2016Mahanagar GasCompany Report - Steady growth ahead - BUY
29/06/2016KEC INTERNATIONAL LTVisit Update - On right Track - Accumulate
28/06/2016INDRAPRASTHA GAS LTDCompany Update - Growth traction continues… - BUY
28/06/2016JK LAKSHMI CEMENT LTManagement Meet Update - Expansions on schedule; lower costs to aid margins - BUY
29/06/2016Quess CorpIPO Note - Largest Integrated Business Service Provider - Subscribe
05/07/2016TEAMLEASE SERVICESEvent Update - Acquisition marks entry into IT staffing; Margin/EPS accretive - BUY
26/06/2016HCL TECHNOLOGYVisit Update - Management re-assures on Margins; Risk/Reward favourable - Accumulate
22/06/2016YES BANK LTD.Management Meet Update - Business gaining momentum, scale to follow - BUY
22/06/2016TITAGARH WAGONS LTDVisit Update - Better times ahead - Not Rated
22/06/2016GREENPL INDUVisit Update - Ahead in the game, MDF capex to strain near term gains - Not Rated
22/06/2016EVEREADY INDUSTRIESVisit Update - Branded perfectly, marks entry in Home Appliances - Not Rated
22/06/2016CESC LIMITED EQUITYVisit Update - Worst is over, things to improve steadily - Not Rated
22/06/2016ORIENT PAPER & INDSVisit Update - In a sweet spot - Not Rated
22/06/2016CENTURY PLYBOARDSVisit Update - Good business in a slow environment - Not Rated
24/06/2016Information TechnologySector Update - Analysing impact of Brexit!
20/06/2016BRITANNIA INDUSTRIESCompany Update - Rally in Input costs near term drag, Maintain BUY
17/06/2016HCL TECHNOLOGYCompany Update - Margin concerns likely to persist in the short term - Accumulate
17/06/2016SUN PHARMACEUTICAL IAnnual Report Analysis - Taro FY16: Rising prices, rising working capital remain key feature - Accumulate
16/06/2016VOLTAS LIMITEDVisit Update - Focusing on profitability - Accumulate
15/06/2016Mahanagar GasIPO Note - Play on the growing CGD market - Subsribe
15/06/2016CROMPTON GREAVESVisit Update - Focus on domestic business - Accumulate
14/06/2016India Strategy & Top IdeasReady, Set…..Go
14/06/2016TATA MOTORS LTDVisit Update - JLR to capitalise on FY16 launches - BUY
10/06/2016India FinancialsSector Update - Painful quarter at net level: Tale of Two halves
10/06/2016KOTAK MAHINDRA BANKManagement Meet Update - Opportunity on a platter, focused on where and how to grow - Accumulate
10/06/2016PIDILITE INDUSTRIESVisit Update - Strong growth visibility, margins to peak out in 1HFY17 - Accumulate
09/06/2016CementSector Update - Price recovery to aid earnings in 1Q; demand outlook improving
07/06/2016NIIT TECHNOLOGIES LTAnalyst Meet Update - Digital and Automation to drive growth - BUY
10/06/2016SUTLEJ TEXTILES & INVisit Update - Expanding in value added products - Not Rated
03/06/2016Capital Goods & InfrastructureSector Update - Q4FY16 Review - Government capex to lead recovery
01/06/2016COAL INDIA LIMITEDAnalyst Meet Update - Special auction window to drive the volume growth - BUY
01/06/2016India FinancialsSector Update - Retail continue to drive system growth
18/05/2016India Strategy & Top IdeasPolitical logjam out of the way, economy set to improve
11/05/2016PRABHAT DAIRY LTD.Visit Update - Aiming for a branded dairy play; “Not Rated”
09/05/2016InsuranceSector Update - Private players report 14% YoY APE growth during FY16
03/05/2016Parag Milk FoodsIPO Note - Branded play on dairy segment, “Subscribe”
27/04/2016CementSector Update - Demand softened sequentially; positive outlook remains intact
26/04/2016Ujjivan Financial ServicesIPO Note - Strong MFI player; migration into SFB will add to scalability - Subscribe
20/04/2016J.Kumar InfraprojectsCompany Report - Riding the Urban Infra wave! - BUY
21/04/2016NAVNEET EDUCATIONCompany Report - Going Strong - BUY
11/04/2016KANSAI NEROLAC PAINTCompany Report - Spreading Colours All Around - Accumulate
11/04/2016Jan-Mar'16 Quarterly Preview & Top IdeasQ4FY16 results, will it surprise or disappoint?
06/04/2016HEIDELBERG CEMENTCompany Report - Strong play on Central India - BUY
04/04/2016Equitas HoldingsIPO Note - Value lending in informal economy - Subscribe
01/04/2016Capital GoodsSector Update - Defence Expo 2016
30/03/2016TVS MOTOR COMPANY LTVisit Update - New launches the key - Accumulate
29/03/2016TITAN COMPANY LTD.Event Update - Sustained headwinds in watches; EPS cut 8-11% - Accumulate
28/03/2016Capital Goods & InfrastructureSector Report - Railways-Engine for growth!
22/03/2016PERSISTENT SYSTEMSEvent Update - Establishing leadership in IoT - BUY
18/03/2016India Strategy & Top IdeasInfrastructure spending to lead the way
18/03/2016TATA CONSULTANCY SERAnalyst Meet Update - Positioned to Sustain Leadership
15/03/2016InsuranceSector Update - Feb-2016 APE: YTD growth recovers further to 9% YoY
14/03/2016Rising Star Investor Conference 2016Post Conference Note
02/03/2016Capital GoodsSector Update - Channel check-MEP/UCP market
01/03/2016India FinancialsSector Update - Credit distribution – retail continues to drive system growth
29/02/2016Union Budget 2016-17Thrust in Infrastructure and Social Sectors while Fiscal prudence is the mantra
29/02/2016ULTRATECH CEMENT LTDEvent Update - Attractive deal with perfect blend of regional mix and valuations - Accumulate
26/02/2016InfrastructureMumbai Metro 3-Answer to Mumbai traffic woes!
25/02/2016Railway BudgetGood on Intent, Futuristic, but facing tough challenges
23/02/2016India FinancialsSector Update - Asset quality in the dumps; private banks faring better
22/02/2016Capital GoodsSector Update - ELECRAMA 2016 - Industry enthused and Ready!
22/02/2016Capital Goods & InfrastructureSector Update - Expectation high on government spending!
22/02/2016CementSector Update - Higher volumes & lower costs drove the earnings beat
16/02/2016InsuranceSector Update - Jan-2016 APE: YTD growth recovers to 7% YoY
15/02/2016India Strategy & Top IdeasDisappointing Q3FY16; All eyes on the Union Budget
12/02/2016TEAMLEASE SERVICESCompany Report - Skilling India
22/01/2016SOUTH INDIAN BANK LTQ3 FY16 Result Update - No respite from asset quality woes - BUY
22/01/2016ITC LIMITED EQUITYQ3 FY16 Result Update - Risk reward favourable; Upgrade to ‘Accumulate’
22/01/2016L&T FINANCE HOLDINGSQ3 FY16 Result Update - Growth momentum continues; rural portfolio remains a drag - BUY
21/01/2016M&M FIN SER LTDQ3 FY16 Result Update - Operating environment remains challenging - Reduce
21/01/2016EXIDE INDUSTRIES LTDQ3 FY16 Result Update - Revenues lower, margins improve; Accumulate - Accumulate
21/01/2016InsuranceSector Update - Dec-2015 APE sales: Private players further gain market share
20/01/2016AXIS BANK LTDQ3 FY16 Result Update - Taking it on the chin - Accumulate
19/01/2016RALLIS INDIA LIMITEDQ3 FY16 Result Update - Valuations attractive, Factoring normal business cycle from FY17 - Accumulate
19/01/2016HCL TECHNOLOGYQ3 FY16 Result Update - Revenue growth acceleration and margin expansion in H2 - BUY
19/01/2016FUTURE CONSUMER ENT.Visit Update - Emerging play on Farm to Fork strategy - Not Rated
19/01/2016KOTAK MAHINDRA BANKQ3 FY16 Result Update - Core performance on track - Accumulate
19/01/2016ULTRATECH CEMENT LTDQ3 FY16 Result Update - Strong show; well poised to exploit the recovery in demand - Accumulate
18/01/2016ASIAN PAINTS LTDQ3 FY16 Result Update - Low input costs improve margin visibility; ‘Accumulate’
18/01/2016MINDTREE LIMITEDQ3 FY16 Result Update - Revenue growth remains strong - BUY
18/01/2016WIPRO LTD.Q3 FY16 Result Update - Largely in-line results; stable outlook - Accumulate
19/01/2016LIC HOUSING FINANCEQ3 FY16 Result Update - Incremental spread improves further; asset quality trend stable - BUY
18/01/2016MAHINDRA & MAHINDRAEvent Update - KUV100 opens up a new segment for M&M - Accumulate
18/01/2016NIIT TECHNOLOGIES LTQ3 FY16 Result Update - Soft revenue; Beat on margins - BUY
15/01/2016HINDUSTAN UNILEVERQ3 FY16 Result Update - Steady in a challenging environment; “Accumulate”
14/01/2016PharmaSector Update - India formulation: Maintain healthy growth
12/01/2016FEDERAL BANK LTD.Q3 FY16 Result Update - Another disappointing quarter - BUY
12/01/2016TATA CONSULTANCY SERQ3 FY16 Result Update - Revenue miss; headwinds fading away - BUY
12/01/2016INDUSIND BANKQ3 FY16 Result Update - Core performance remains buoyant - Accumulate
14/01/2016INFOSYS LIMITEDQ3 FY16 Result Update - Getting the Mojo back! - BUY
11/01/2016Oct-Dec'15 Quarterly Preview & Top IdeasQ3FY16 results, will it disappoint?
04/01/2016DABUR INDIACompany Report - Changing with the times - BUY
31/12/2015ULTRATECH CEMENT LTDVisit Update - Best play with perfect mix of efficacy and capacity addition - Accumulate
30/12/2015JAMMU & KASHMIR BANKCompany Update - Getting back on track - BUY
23/12/2015EVEREST INDUSTRIES LManagement Meet Update - Valuations near the lower end, Expect a strong H1CY16 - Not Rated
22/12/2015MBL INFRASTRUCTURESVisit Update - Expecting pick-up in inflows! - Not Rated
22/12/2015InfrastructureSector Update - On right Track!
22/12/2015JUBILANT FOODWORKSCompany Update - Caught in a vicious cycle; Maintain Reduce
22/12/2015AHLUWALIA CONTRACTSVisit Update - Laying foundation for a strong growth! - Not Rated
18/12/2015India FinancialsSector Update - RBI issues loan pricing guidelines – Not as bad as feared!
17/12/2015HINDUSTAN UNILEVEREvent Update - Indulekha acquisition marks serious foray in Herbal space - Accumulate
17/12/2015CementSector Update - Prices fall sharply; discipline to re-emerge in north & west region
16/12/2015PETRONET LNG LTD.Company Report - Play on India's evolving gas story - BUY
16/12/2015INDRAPRASTHA GAS LTDCompany Report - Play on Delhi's pollution concern - BUY
15/12/2015TECH MAHINDRA LTDEvent Update - Acquisition in Engineering services domain - BUY
11/12/2015TD POWER SYSTEMSVisit Update - Consolidating to emerge stronger! - Not Rated
09/12/2015India Strategy & Top ideasFed Rate hike, a certainty. After that what?
08/12/2015BHARAT FORGE LTD.Analyst Meet Update - Emphasis on medium-term positives - BUY
08/12/2015HINDUSTAN UNILEVERAnalyst Meet Update - Investing for the long haul; ‘Accumulate’
11/12/2015VOLTAS LIMITEDVisit Update - Profitability to remain the key focus! - Accumulate
10/12/2015VRL LOGISTICS LTD.Company Report - Gaining grounds... - BUY
10/12/2015STATE BANK OF INDIAVisit Update - NIMs to remain under pressure - BUY
10/12/2015PERSISTENT SYSTEMSAnalyst Meet Update - Increased focus on enterprise customers - BUY
01/12/2015SAGAR CEMENTSVisit Update - Cash flow conservation, the only focus area - Not Rated
01/12/2015N C L INDUSTRIESVisit Update - Expanding capacity in a surplus market with overleveraged B/S - Not Rated
01/12/2015DECCAN CEMENTSVisit Update - Sensible move to cut debt than adding capacity - Not Rated
01/12/2015NMDC LIMITEDVisit Update - Struggling to limit the impact of weak global prices - Reduce
01/12/2015SIEMENS LTDAnalyst Meet Update - Geared up and waiting! - Accumulate
23/11/2015NESTLE INDIA LIMITEDAnalyst Meet Update - Maggi re-launched, but long road ahead - Under Review
20/11/2015InfrastructureSector Update - Policy boost for Road sector!
20/11/2015Capital Goods & InfrastructureSector Update - Recovery - pushed back, expectation toned down!
17/11/2015INFOSYS LIMITEDEvent Update - Management optimistic on revenue outlook - BUY
16/11/2015PharmaSector Update - India formulation: Delay in festive month drives annual growth
13/11/2015India Strategy & Top ideasFed Rate hike , a certainty. How it will affect India?
29/10/2015NESTLE INDIA LIMITEDQ3 CY15 Result Update - Maggi Fiasco, a golden chance to reinvent itself - Under Review
31/10/2015LARSEN & TOUBROQ2 FY16 Result Update - Guidance revised downward, challenges in E&C profitability continue! - BUY
30/10/2015ITC LIMITED EQUITYQ2 FY16 Result Update - Sustained headwinds across businesses; Reduce - Reduce
30/10/2015KOTAK MAHINDRA BANKQ2 FY16 Result Update - Getting back into action steadily - Accumulate
30/10/2015GLENMARK PHARMACEUTIQ2 FY16 Result Update - Results in line; Core US sales begins to move up on new approvals - BUY
30/10/2015JUBILANT LIFE SCIENCQ2 FY16 Result Update - Radiopharma, Niacin continues to drive sales, margins - BUY
29/10/2015PIDILITE INDUSTRIESQ2 FY16 Result Update - Bountiful margin expansion in tepid demand scenario - Accumulate
29/10/2015EMAMI LTDQ2 FY16 Result Update - Kesh King springs negative surprise; Reduce
29/10/2015COLGATE PALMOLIVE INQ2 FY16 Result Update - Ready for demand uptick, Accumulate
29/10/2015KEC INTERNATIONAL LTQ2 FY16 Result Update - Margin improvement on track, outlook encouraging! - Accumulate
29/10/2015SHRIRAM TRANSPORT FIQ2 FY16 Result Update - Modest quarter; outlook remains positive - BUY
29/10/2015YES BANK LTD.Q2 FY16 Result Update - Steady quarter; CASA mix surprises positively - BUY
28/10/2015AMBUJA CEMENTS LTDQ3 CY15 Result Update - Decent show; bottomed-out valuations drive the rating upgrade - Accumulate
28/10/2015THERMAX LTDQ2 FY16 Result Update - Near term outlook muted! - Accumulate
28/10/2015S H KELKAR & COMPANYIPO Note - The perfumer arrives - Subscribe
28/10/2015LUPIN LTDQ2 FY16 Result Update - Huge miss in earnings; US, India to drag earnings in FY16, FY17 - Reduce
29/10/2015CROMPTON GREAVESQ2 FY16 Result Update - Earnings volatility to continue! - Accumulate
30/10/2015DR REDDY'S LABSQ2 FY16 Result Update - Sales in line, beats est. in EBITDA, PAT on better product mix - Accumulate
30/10/2015BHARAT ELECTRONICSQ2 FY16 Result Update - Strong margins, improved visibility on inflows! - Accumulate
30/10/2015ICICI BANK LTD EQQ2 FY16 Result Update - Steady quarter; guidance on asset quality remains intact - BUY
30/10/2015TITAN COMPANY LTD.Q2 FY16 Result Update - Worst seems over, Accumulate for long term gains
27/10/2015AXIS BANK LTDQ2 FY16 Result Update - Asset quality concerns weighs on strong operating performance - Accumulate
27/10/2015MARUTI SUZUKI INDIAQ2 FY16 Result Update - Impressive trajectory sustained - BUY
27/10/2015TVS MOTOR COMPANY LTQ2 FY16 Result Update - Back on track in Q2 - Accumulate
27/10/2015RALLIS INDIA LIMITEDQ2 FY16 Result Update - Subdued FY16 now certain, not much left to play short-term - Accumulate
26/10/2015L&T FINANCE HOLDINGSQ2 FY16 Result Update - NII growth holding well; credit costs to moderate gradually - BUY
26/10/2015H D F CQ2 FY16 Result Update - Spreads remain stable; individual loan growth holding well - Accumulate
26/10/2015PERSISTENT SYSTEMSQ2 FY16 Result Update - Growth led by Enterprise – Retain BUY
23/10/2015ASIAN PAINTS LTDQ2FY16 Result Update - Demand scenario, high margins to weigh on valuations - Reduce
23/10/2015BAJAJ AUTO LIMITEDQ2FY16 Result Update - Steady Q2 performance - Accumulate
23/10/2015CADILA HEALTHCARE LTQ2FY16 Result Update - Sales in line; Forex, product mix outperform operating margin - Reduce
23/10/2015JSW STEEL LTDQ2FY16 Result Update - Lower costs offset steep cut in realisations QoQ - BUY
22/10/2015WIPRO LTD.Q2FY16 Result Update - In-line quarter; Management expects a better 2H - Accumulate
21/10/2015MPHASIS LTDQ2FY16 Result Update - Digital risk led growth; overall revenues yet to recover - Accumulate
21/10/2015M&M FIN SER LTDQ2FY16 Result Update - Business environment remains challenging - Accumulate
21/10/2015H D F C BANKQ2FY16 Result Update - Revenue growth in-line; loan book spurt surprises positively - BUY
21/10/2015HERO MOTOCORP LTD.Q2FY16 Result Update - Strong Q2, muted H2 outlook - Accumulate
21/10/2015A C C LIMITED.Q3CY15 Result Update - Strong show; consistent performance on cost reduction - BUY
20/10/2015FEDERAL BANK LTD.Q2FY16 Result Update - Asset quality stress continues - BUY
20/10/2015HINDUSTAN ZINCQ2FY16 Result Update - Beat on all counts; tight supplies to keep the Zinc prices firm - BUY
19/10/2015SOUTH INDIAN BANK LTQ2FY16 Result Update - Asset quality remains under pressure - BUY
19/10/2015ULTRATECH CEMENT LTDQ2FY16 Result Update - Strong show; best placed to exploit the recovery in demand - Accumulate
19/10/2015HCL TECHNOLOGYQ1FY16 Result Update - Broadly in-line results; Management expects strong 2HFY16 - Accumulate
19/10/2015LARSEN & TOUBROCompany Update - Near term negatives factored in! - BUY
19/10/2015NIIT TECHNOLOGIES LTQ2FY16 Result Update - Strong growth in core services - BUY
16/10/2015LIC HOUSING FINANCECompany Update - Concall highlights – Focus stays on profitable growth - BUY
16/10/2015LARSEN & TOUBROCompany Update - Near term negatives factored in! - BUY
15/10/2015MINDTREE LIMITEDQ2FY16 Result Update - Solid revenue growth led by Digital - BUY
15/10/2015LIC HOUSING FINANCEQ2FY16 Result Update - Spread improves further; asset quality remains stable - BUY
15/10/2015TATA MOTORS LTDCompany Update - JLR bounces back in Sep'15 - BUY
15/10/2015HINDUSTAN UNILEVERQ2FY16 Result Update - “Ready to ride next recovery; Accumulate”
13/10/2015TATA CONSULTANCY SERQ2FY16 Result Update - Revenue miss; Digital services gaining traction - BUY
13/10/2015PharmaSector Update - India formulation: Volume driven sectors drag monthly growth
13/10/2015Coffee Day EntrprisesIPO Note - Expensive given low profitability, complex structure: Avoid
12/10/2015INFOSYS LIMITEDCompany Update - Solid performance marred by cautious outlook - BUY
12/10/2015INFOSYS LIMITEDQ2FY16 Result Update - First Cut: Blow out revenue performance
09/10/2015INDUSIND BANKQ2FY16 Result Update - Strong performance; CV loan growth gaining momentum - Accumulate
08/10/2015Jul-Sep'15 Quarterly Preview & Top IdeasAll eyes on 2QFY16 Results
08/10/2015GLENMARK PHARMACEUTIEvent Update - Launch of Ziten pre-empt Delhi HC injunction on Sitagliptin - BUY
07/10/2015ALLCARGO LOGISTICSCompany Report - Building a Niche - BUY
30/09/2015COLGATE PALMOLIVE INCompany Update - Charged up to ride the demand recovery! - Accumulate
28/09/2015MARICO LIMITEDVisit Update - Input costs favourable, slow demand recovery likely
22/09/2015MOTHERSON SUMI SYSEvent Update - Volkswagen spoils the pitch
14/09/2015Capital GoodsSector Report - T&D – Expect pick up in TBCB awarding!
14/09/2015COAL INDIA LIMITEDCompany Report - Risk/return attractively placed; upgrade to BUY
09/09/2015Oil & GasSector Report - Good times for downstream companies
09/09/2015Metals & MiningSector Update - Case for Safeguard duty stands on a weak ground
09/09/2015India Strategy & Top IdeasAll eyes on Fed Rate hikes and Chinese policy actions
09/09/2015IDFC LIMITEDVisit Update - Long term play; near term triggers
07/09/2015BHARAT ELECTRONICSVisit Update - Improving order inflow momentum!
07/09/2015CIPLA LTD.Event Update - US acquisition to gain higher visibility
31/08/2015VOLTAS LIMITEDVisit Update - Near term Pain, Structural story remains intact!
31/08/2015Sadbhav Infrastructure ProjectsIPO Note - Strong assets portfolio/Quality management!Subscribe
24/08/2015India FinancialsSector Update - Indradhanush: Key takeaways from call with Mr. Ashvin Parekh
24/08/2015CementSector Update - Cement prices in strong recovery mode
21/08/2015Navkar CorporationIPO Note - A Simple Business well executed
20/08/2015India FinancialsSector Update - RBI awards licenses for Payment Banks - Our Take
19/08/2015Capital GoodsSector Update - Recovery - Work in progress!
13/08/2015CADILA HEALTHCARE LTResults in line; Weak visibility in FDA resolution, US approvals August 13,
13/08/2015INDIAN HUME PIPEVisit Update - Real Estate monetisation adding Spice to Strong Core Business
13/08/2015TITAN COMPANY LTD.Analyst Meet Update - Reinventing business model in changing landscape
13/08/2015JK LAKSHMI CEMENT LTQ1FY16 Result Update - Beats estimates; strong recovery in cement prices underway
12/08/2015"The impact of devaluation of Yuan on global economy, currencies and India’s external sector"Concall with one of India's foremost experts on foreign exchange, Mr.Anant Vishnu Rajwade
12/08/2015JAMMU & KASHMIR BANKMuted performance; focus remains on asset de-risking
12/08/2015JUBILANT LIFE SCIENCQ1FY16 Result Update - Sales in line, EBITDA, PAT beat estimates
12/08/2015India Strategy & Top IdeasQ1FY16 results in line with expectations, analyst call commentaries lead to optimism
12/08/2015SUN PHARMACEUTICAL IQ1FY16 Result Update - Halol resolution not in sight, One-off to impact EPS estimates
11/08/2015TATA STEEL LIMITEDQ1FY16 Result Update - Earnings above estimates; dismal on quality
11/08/2015POWER GRID CORPORATIQ1FY16 Result Update - In-Line quarter, expecting strong capitalization in FY16!
11/08/2015ENGINEERS INDIAQ1FY16 Result Update - Margins impacted by one offs, expect some bounce back!
11/08/2015NMDC LIMITEDQ1FY16 Result Update - Earnings below estimates; no respite in weakness
11/08/2015STATE BANK OF INDIAQ1FY16 Result Update - Margins under pressure; asset quality holding up
11/08/2015SADBHAV ENGINEERINGQ1FY16 Result Update - Strong Inflows, encouraging outlook!
10/08/2015KALPATARU POWER TRANQ1FY16 Result Update - Strong Outlook!
10/08/2015VA TECH WABAG LTD.Q1FY16 Result Update - Struggling a bit, structural story still intact
10/08/2015ECLERX SERVICES LTDQ1FY16 Result Update - Good performance, Sustainability of momentum re-rating key
10/08/2015TATA MOTORS LTDQ1FY16 Result Update - JLR's China overhang to persist in near-term
08/08/2015MOTHERSON SUMI SYSQ1FY16 Result Update - Slight margin miss, long-term story remains intact
08/08/2015MAHINDRA & MAHINDRAQ1FY16 Result Update - Operating performance surprises positively
07/08/2015FUTURE RETAIL LTD.Q1FY16 Result Update - Business Model in Transition
07/08/2015BHARAT HEAVY ELECTRIQ1 FY16 Result Update - Weak execution takes toll on performance!
07/08/2015CUMMINS INDIA LTDQ1FY16 Result Update - Strong all round performance!
06/08/2015POLARIS CONSULTINGQ1FY16 Result Update - Good operational performance - Digital the next growth driver
06/08/2015EMAMI LTDQ1FY16 Result Update - Valuations cap potential upside
06/08/2015BRITANNIA INDUSTRIESAnalyst Meet Update - “The Fairy Tale Continues...” - Accumulate
05/08/2015Information TechnologySector Update - Cognizant result: Strong beat – Positive read-thru for Indian IT
05/08/2015HEXAWARE TECHAnalyst Meet Update - Strategy to retain revenue momentum – Retain “BUY”
05/08/2015SIEMENS LTDQ3FY15 Result Update - Results better than expected led by strong margins!
05/08/2015MARICO LIMITEDQ1FY16 Result Update - Innovation to drive volume growth in H2FY16
05/08/2015SHREE CEMENT LTD.Q4FY15 Result Update - Beats estimates; likely recovery in prices to keep the stock high
05/08/2015THE RAMCO CEMENTSQ1FY16 Result Update - Earnings miss estimates; to recover on the back of strong prices
04/08/2015CAPITAL FIRST LTD.Q1FY16 Result Update - Steady quarter; one-off provisioning impacts bottom line
04/08/2015HEXAWARE TECHQ2CY15 Result Update - Investments rewarded with accelerated growth - Retain ‘BUY’
04/08/2015HERO MOTOCORP LTD.Q1FY16 Result Update - Operating performance improves
04/08/2015ATUL AUTO LTDQ1FY16 Result Update - H1 subdued, optimistic on H2
04/08/2015SHRIRAM TRANSPORT FIQ1FY16 Result Update - Optimistic outlook on growth; asset quality issues remain
04/08/2015INFOSYS LIMITEDCompany Update - In an early ‘Upgrade’ cycle, A must-have in Tech FMs’ portfolio
03/08/2015EXIDE INDUSTRIES LTDQ1FY16 Result Update - Lacklustre performance
03/08/2015HCL TECHNOLOGYQ4FY15 Result Update - First Cut: Revenue in-line, margin soft – Expect downtick
03/08/2015HCL TECHNOLOGYCompany Update - Weakening operating metrics – Retain cautious stance
03/08/2015BHARAT FORGE LTD.Q1FY16 Result Update - Healthy performance continues
03/08/2015ASHOKA BUILDCON LTDQ1FY16 Result Update - Playing the waiting game!
01/08/2015GLENMARK PHARMACEUTIQ1FY16 Result Update - Result in line; US sales to drive growth Q2FY16 onwards
31/07/2015KOTAK MAHINDRA BANKQ1FY16 Result Update - A lean quarter
31/07/2015TITAN COMPANY LTD.Q1FY16 Result Update - Reinventing business model; EPS cut at 13-16%
31/07/2015ICICI BANK LTD EQStable asset quality a sigh of relief; guidance remains optimistic
31/07/2015LARSEN & TOUBROQ1FY16 Result Update - Muted performance, expecting significant uptick in performance in H2!
30/07/2015DR REDDY'S LABSQ1FY16 Result Update - Sales below estimate; Product mix, operating leverage drive margin
30/07/2015WABCO INDIA LTD.Q1FY16 Result Update - Benefitting from CV recovery
30/07/2015ITC LIMITED EQUITYQ1FY16 Result Update - Multiple headwinds at play
30/07/2015INDOCO REMEDIES LTDQ1FY16 Result Update - Results in line; US supply to Actavis is yet to show in growth
30/07/2015COLGATE PALMOLIVE INQ1FY16 Result Update - Near-term pain, long-term gain
30/07/2015BANK OF BARODAQ1FY16 Result Update - Asset quality showing stability
30/07/2015IDFC LIMITEDQ1FY16 Result Update - Muted performance
29/07/2015NESTLE INDIA LIMITEDQ2 CY15 Result Update - Floating in a Sea of Uncertainty
29/07/2015JSW STEEL LTDQ1 FY16 Result Update - Decent show in tough times; better play in current environment
29/07/2015H D F CQ1FY16 Result Update - Stable quarter
29/07/2015MARUTI SUZUKI INDIAQ1 FY16 Result Update - Robust operational performance
29/07/2015VA TECH WABAG LTD.Company Report - Moving to the next orbit
29/07/2015PIDILITE INDUSTRIESQ1 FY16 Result Update - Margins at a high, demand remains slack
29/07/2015YES BANK LTD.Q1 FY16 Result Update - Operating performance remains strong
29/07/2015THERMAX LTDQ1 FY16 Result Update - Strong performance but near-term outlook muted
29/07/2015MPHASIS LTDQ1 FY16 Result Update - Strong beat on revenue driven by Direct International
28/07/2015BANK OF INDIAQ1FY16 Result Update - Another disappointing quarter
28/07/2015GLENMARK PHARMACEUTIEvent Update - Gliptin battle: Ziten to challenge Januvia's monopoly in India
28/07/2015KEC INTERNATIONAL LTQ1FY16 Result Update - In-line performance, strong outlook!
28/07/2015UNION BANK OF INDIAQ1FY16 Result Update - A mixed performance
28/07/2015PUNJAB NAT.BANKQ1FY16 Result Update - Asset quality shows some respite; upgrade to ‘Accumulate’
27/07/2015AMBUJA CEMENTS LTDQ2CY15 Result Update - Performance driven by unsustainable reduction in costs
27/07/2015TECH MAHINDRA LTDBetter than feared, expect steady improvement; Retain ‘BUY’
27/07/2015BHARAT ELECTRONICSQ1FY16 Result Update - Healthy execution!
27/07/2015GEOMETRIC LIMITEDQ1FY16 Result Update - Strong performance, Upgrade to “Accumulate”
27/07/2015TVS MOTOR COMPANY LTQ1FY16 Result Update - Yet another margin miss!
27/07/2015LUPIN LTDQ1FY16 Result Update - Weak US sales lead to lower earnings
27/07/2015PERSISTENT SYSTEMSQ1FY16 Result Update - Earnings troughed, expect acceleration from H2FY16
24/07/2015KSB PUMPS LTD.Q2CY15 Result Update - Decent performance!
24/07/2015CROMPTON GREAVESQ1FY16 Result Update - Earnings volatility to continue!
24/07/2015ABB INDIA LIMITEDQ2CY15 Result Update - Ready to ride the up-cycle!
24/07/2015AXIS BANK LTDQ1FY16 Result Update - Macro weighing heavy on an otherwise strong performance
24/07/2015RALLIS INDIA LIMITEDQ1FY16 Result Update - Core business struggles, all eyes set on 2QFY16
24/07/2015BAJAJ AUTO LIMITEDQ1FY16 Result Update - Non-operating income drives up profits
24/07/2015WABCO INDIA LTD.Company Update - Improved cycle, regulatory norms to drive growth
23/07/2015L&T FINANCE HOLDINGSQ1FY16 Result Update - Revenues broadly in-line; asset quality impairment seasonal
23/07/2015PERSISTENT SYSTEMSEvent Update - Errata: Acquiring Aepona: Bolstering IP portfolio
23/07/2015WIPRO LTD.Q1FY16 Result Update - In-line quarter, still need more visible signs for turnaround
23/07/2015EICHER MOTORSQ1FY16 Result Update - Average Q2 results
23/07/2015PERSISTENT SYSTEMSEvent Update - Acquiring Aepona: Bolstering IP portfolio
22/07/2015KPIT TECHNOLOGIESQ1FY16 Result Update - Performance troughed, expect uptick: Upgrade to ‘Accumulate’
21/07/2015INFOSYS LIMITEDCompany Update - On the roll again – Retain “BUY”
21/07/2015ASIAN PAINTS LTDQ1FY16 Result Update - Valuations factor in blue sky scenario, “Reduce”
21/07/2015H D F C BANKQ1FY16 Result Update - Stable quarter; fee income holding steady
21/07/2015HINDUSTAN UNILEVERQ1FY16 Result Update - “Levers” in place for demand recovery; ‘Accumulate’
21/07/2015INFOSYS LIMITEDQ1FY16 Result Update - First Cut: Strong beat to expectation, expect uptick
20/07/2015FEDERAL BANK LTD.Q1FY16 Result Update - Weak operating metrics; Outlook remains encouraging
20/07/2015ULTRATECH CEMENT LTDQ1FY16 Result Update - Strong show; best placed among its peers to exploit the recovery
20/07/2015A C C LIMITED.Q2CY15 Result Update - Costs in line; weaker realisations demean the earnings
16/07/2015Information TechnologySector Update - Accelerated momentum, IHVs at no disadvantage
16/07/2015SOUTH INDIAN BANK LTQ1FY16 Result Update - Profitability pressure continues; valuations cheap
16/07/2015MINDTREE LIMITEDQ1FY16 Result update - Good start, Inorganic booster for FY16 – Retain “BUY”
16/07/2015Metals & MiningSector Update - Domestic iron ore supplies at multi-year high in June
15/07/2015THERMAX LTDAnnual Report Analysis - Taking internationalisation strategy to next level!
15/07/2015ITC LIMITED EQUITYAnnual Report Analysis - Headwinds across business segments; Reduce
15/07/2015PharmaSector Update - India formulations: Double-digit growth continues to thrive
14/07/2015PLASTIBLENDS INDIAVisit Update - On an Expansion mode
14/07/2015HCL TECHNOLOGYEvent Update - Acquired Trygstad – Strengthening IoT capabilities
13/07/2015CUMMINS INDIA LTDAnnual Report Analysis - Reviving domestic market, expanding export basket to drive growth!
13/07/2015INDUSIND BANKQ1FY16 Result Update - Buoyed performance; asset granularity further aiding profitability
10/07/2015WIPRO LTD.Event Update - Acquired Designit - Strengthening Digital offering
09/07/2015TATA CONSULTANCY SERMargin strong, growth moderation is concerning - BUY
09/07/2015India Strategy & Quarterly ResultsHopes remain on recovery in 2QFY16
09/07/2015KALPATARU POWER TRANVisit Update - An Upbeat Outlook!
03/07/2015PERSISTENT SYSTEMSEvent Update - Acquired RGen Solutions, Strengthening OPD presence
01/07/2015MPHASIS LTDEvent Update - Exiting India BPM business - Increased focus on “Strategic Area”
30/07/2015Capital GoodsSector Update – T&D – Light at the end of the Tunnel
30/06/2015CementRealisations likely to have bottomed-out in Q1FY16
29/06/2015TECH MAHINDRA LTDEvent Update – Weak Q1FY16 outlook, Expect ‘Slow & Steady’ recovery
29/06/2015HINDUSTAN UNILEVERAnalyst Meet Update – Geared up to ride demand recovery
26/06/2015CAPITAL FIRST LTD.Company Report – Capitalizing on untapped opportunities
23/06/2015PERSISTENT SYSTEMSEvent Update – Negative outlook for Q1FY16, performance bottoming out
23/06/2015MINDTREE LIMITEDAnalyst Meet Update – Gearing for cutting edge work
18/06/2015RALLIS INDIA LIMITEDCompany Report – “SEED”ed for a long haul
18/06/2015MPHASIS LTDAnalyst Meet Update – Setting path for growth in Direct Channel, Retain “Accumulate”
12/06/2015PharmaSector Update – India formulations: Rising price maintains double-digit growth
12/06/2015India Strategy & Top IdeasGrowth expectations back ended, Headwinds increase, IT majors the best pick
10/06/2015InfrastructureSector Update – Ready for a long ride!
09/06/2015Capital GoodsSector Update – Moving in Right direction, albeit at slower pace
09/06/2015Information TechnologyReturn mirrors previous quarter performance: A quant analysis
08/06/2015KEC INTERNATIONAL LTVisit Update – Better times ahead!
08/06/2015NESTLE INDIA LIMITEDEvent Update – Recovery to be a long haul, “Accumulate”
05/06/2015CementSector Update – Volumes rose in May on a high base
05/06/2015L&T FINANCE HOLDINGSCompany Report – Re-gaining focus; better times ahead
05/06/2015COAL INDIA LIMITEDEvent Update – Auction route extended to coal linkages
03/06/2015FUTURE RETAIL LTD.Event Update – Bharti Retail turnaround might be an uphill task!
01/06/2015COAL INDIA LIMITEDQ4FY15 Result Overview - Working on a realistic target of 1bn tonnes output by FY2020
01/06/2015AUROBINDO PHARMAQ4FY15 Result Overview - Result in line; Injectable to drive growth in medium term
01/06/2015GLENMARK PHARMACEUTIQ4FY15 Result Update - Result in line; US set to drive growth in FY16
01/06/2015STEEL AUTHORITY OF IQ4FY15 Result Update - Next quarter to reflect full weakness in realisations
01/06/2015SUN PHARMACEUTICAL IQ4FY15 Result Update - Accumulate at Declines, Form-483 problems continue
31/05/2015LARSEN & TOUBROQ4FY15 Result Overview - Execution disappoints, decent performance on other parameters
30/05/2015MAHINDRA & MAHINDRAQ4FY15 Result Overview - Tractors near bottom, eye on new PV launches
29/05/2015CUMMINS INDIA LTDQ4FY15 Result Overview - Expecting healthy bounce back in domestic market in FY16
28/05/2015INDOCO REMEDIES LTDQ4FY15 Result Overview - Sales in line, profitability disappoints
28/05/2015THERMAX LTDQ4FY15 Result Overview - Strong operational performance, Outlook of orders, a mixed bag!
28/05/2015NMDC LIMITEDQ4FY15 Result Overview - Increased supplies and escalating costs dents the outlook
28/05/2015ENGINEERS INDIAQ4FY15 Result Overview - Weak underlying performance!
28/05/2015BANK OF INDIAQ4FY15 Result Overview - Results disappoints; remains a play on cheap valuations
28/05/2015JINDAL STEEL & POWERQ4FY15 Result Overview - Earnings outlook deteriorates further; stability still far away
27/05/2015TECH MAHINDRA LTDQ4FY15 Result Update - Weak quarter: Expect slow & steady recovery in fundamental
27/05/2015BHARAT HEAVY ELECTRIAnother weak quarter! - Reduce
27/05/2015PharmaSector Update - Hyderabad visit: Multiple factors shift growth drivers to FY17
25/05/2015VOLTAS LIMITEDQ4FY15 Result Update - AC business continues to drive performance!
25/05/2015ECLERX SERVICES LTDQ4FY15 Result Update - Margin weak, pressure likely to sustain; Retain ‘Reduce’
25/05/2015MPHASIS LTDQ4FY15 Result Update - Positive surprise driven by Digital Risk
24/05/2015STATE BANK OF INDIAQ4FY15 Result Update - Better performance; higher restructuring plays spoilsport
22/05/2015ITC LIMITED EQUITYQ4FY15 Result Update - Valuations might remain cheap!
21/05/2015BAJAJ AUTO LIMITEDQ4FY15 Result Update - Average results, focus on outlook
21/05/2015BRITANNIA INDUSTRIESQ4FY15 Result Update - Bite gets crunchier, “BUY”
21/05/2015TATA STEEL LIMITEDQ4FY15 Result Update - Earnings outlook deteriorates; ratings cut to Reduce
20/05/2015BHARAT FORGE LTD.Q4FY15 Result Update - Overseas sales drives performance
20/05/2015PIDILITE INDUSTRIESQ4FY15 Result Update - Crossfire of poor demand and low Input costs
22/05/2015Metals & MiningSector Update - Restarting of mines in Orissa, JSTL our best pick
19/05/2015JAMMU & KASHMIR BANKQ4FY15 Result Update - Asset quality risks concerns persist
19/05/2015COLGATE PALMOLIVE INQ4FY15 Result Update - Market share up, capex to remain high, “Accumulate”
19/05/2015JK LAKSHMI CEMENT LTQ4FY15 Result Update - Story remains intact; temporarily hit by unsustainable weakness
19/05/2015INFOSYS LIMITEDCompany Update - Conference Webcast: Prioritizing for growth
19/05/2015MOTHERSON SUMI SYSVisit Update - Reaffirming the positives
18/05/2015ASIAN PAINTS LTDQ4FY15 Result Update - EPS cut by 6-9% on sluggish demand, “Reduce”
16/05/2015CADILA HEALTHCARE LTQ4FY15 Result Update - Results in line; Timeline for US approvals remains uncertain
16/05/2015JSW STEEL LTDQ4FY15 Result Update - Cost competitiveness to restore due to rise in iron ore supplies
14/05/2015PharmaSector Update - India formulations: Double- digit growth retains momentum
15/05/2015NESTLE INDIA LIMITEDQ4FY15 Result Update - Input cost to provide tailwind to profitability
14/05/2015JUBILANT FOODWORKSQ4FY15 Result Update - Pay-off time as growth visibility improves
14/05/2015JUBILANT LIFE SCIENCQ4FY15 Result Update - Recovery begins its process
14/05/2015ASHOKA BUILDCON LTDQ4FY15 Result Update - Healthy pipeline confirms positive outlook
14/05/2015LUPIN LTDQ4FY15 Result Update - Result disappoints; Competition catching up in key drugs
14/05/2015EMAMI LTDQ4FY15 Result Update - Emerging headwinds, high valuations limit upside
13/05/2015ASHOK LEYLANDQ4FY15 Result Update - Higher volumes drive strong operating performance
12/05/2015DR REDDY'S LABSQ4FY15 Result Update - Results in line; FY16 prospects hinges upon FDA resolution
12/05/2015UNION BANK OF INDIAQ4FY15 Result Update - Asset quality concerns eases
12/05/2015India Strategy & Top IdeasQ4FY15 fail to fire, IT majors disappoint
11/05/2015BANK OF BARODAQ4FY15 Result Update - Asset quality brings cheers; rekindles hope for other PSU banks
11/05/2015EICHER MOTORSQ4FY15 Result Update - Strong operating performance
08/05/2015GLAXOSMITHKLINE CONSQ4FY15 Result update - Demand remains elusive; benign SMP prices boost margins
08/05/2015HINDUSTAN UNILEVERQ4FY15 Result Update - Play the long haul; Accumulate
07/05/2015TITAN COMPANY LTD.Q4FY15 Result Update - Competition forces change in strategy, EPS cut 15%
07/05/2015HERO MOTOCORP LTD.Q4FY15 Result Update - Focus on brand-building
07/05/2015NIIT TECHNOLOGIES LTAnalyst Meet Update - Gearing for accelerated earnings growth; Retain ‘BUY’
07/05/2015KEC INTERNATIONAL LTQ4FY15 Result Update – Finally delivering on Margin Improvement!
06/05/2015ABB INDIA LIMITEDQ1CY15 Result Update – Awaiting large orders!
06/05/2015SOUTH INDIAN BANK LTQ4FY15 Result Update – Profitability pressure to reduce gradually
06/05/2015KOTAK MAHINDRA BANKQ4FY15 Result Update – All round performance; merger integration on track
05/05/2015NIIT TECHNOLOGIES LTResult Update – Strong operational performance, Guidance healthy; Retain ‘BUY’
04/05/2015IDFC LIMITEDQ4FY15 Result Update – Muted performance; transition to bank on track
04/05/2015Information TechnologySector Update – Cognizant result: Growth and Guidance allays demand concern
04/05/2015L&T FINANCE HOLDINGSVisit Update – Earnings growth to accelerate; valuations attractive
30/04/2015SHRIRAM TRANSPORT FIQ4FY15 Result Update – Growth outlook healthy; asset quality issues in subsidiary
30/04/2015EXIDE INDUSTRIES LTDQ4FY15 Result Update – Subdued performance
30/04/2015MARICO LIMITEDQ4FY15 Result Update – Steady growth ahead, ‘Accumulate’
30/04/2015POLARIS CONSULTINGQ4FY15 Result Update – At inflexion point, expect accelerated momentum; Retain “BUY”
30/04/2015HEXAWARE TECHQ4FY15 Result Update – Weak quarter, healthy outlook, Stay with “BUY”
30/04/2015FEDERAL BANK LTD.Q4FY15 Result Update – Asset quality managed well; outlook guidance positive
30/04/2015TVS MOTOR COMPANY LTQ4FY15 Result Update – Results fail to shine, but outlook decent
29/04/2015SIEMENS LTDCompany Update – Future Ready!
29/04/2015AXIS BANK LTDQ4FY15 Result Update – Strong performance; upbeat guidance
29/04/2015AMBUJA CEMENTS LTDQ1CY15 Result Update – Muted show on majority accounts
29/04/2015SHREE CEMENT LTD.Q3FY15 Result Update – Earnings in line; lacks on upside potential
29/04/2015H D F CQ4FY15 Result Update – In-line quarter; capital gains & dividend cushion earnings
29/04/2015FMCGSector Update – BRIT, GSK, NEST to get SMP margin boost
27/04/2015ICICI BANK LTD EQAsset quality worries peaked; guidance gives optimism
27/04/2015MARUTI SUZUKI INDIAQ4FY15 Result Update – Stellar performance; maintain Buy
27/04/2015JSW STEEL LTDFirst Cut: Weak quarter, but guidance strong April 24,
21/04/2015India FinancialsSector Update - Industry tour: Visiting ARCs – asset revival gaining focus
24/04/2015INFOSYS LIMITEDFirst Cut: Weak quarter, but guidance strong
23/04/2015M&M FIN SER LTDCheerful performance though near term overhang remains!
23/04/2015H D F C BANKQ4FY15 Result Update - Steady quarter; asset quality holding nicely
22/04/2015KSB PUMPS LTD.Weak margins impacts profitability
22/04/2015YES BANK LTD.Strong revenue growth; asset quality reported minor blip April 22,
21/04/2015PERSISTENT SYSTEMSIn-line with profit warning, Performance troughed
21/04/2015WIPRO LTD.Mixed-bag: Revenue missed, Margin and Guidance touch ahead
21/04/2015HCL TECHNOLOGYComprehensive miss, deteriorating metrics - Stay on sidelines
21/04/2015SUN PHARMACEUTICAL ICompelling valuation post stake sale of Daiichi
20/04/2015LIC HOUSING FINANCESpread improvement on track; asset quality holding well
20/04/2015GLENMARK PHARMACEUTIEvent Update - Equity dilution to Temasek to be utilised for debt reduction
17/04/2015Information TechnologySector Update - Weakness in Q1CY15, Commentary for CY15 optimistic
17/04/2015TATA CONSULTANCY SERQ4FY15 Result Update - Revenue soft, Margin ahead; Commentary strong
16/04/2015MINDTREE LIMITEDQ4FY15 Result Update - Soft quarter, Strong outlook driven by deal closure
16/04/2015INDUSIND BANKQ4FY15 Result Update - Core earnings on track; asset quality disappoints marginally!
15/04/2015A C C LIMITED.Q1CY15 Result Update - ACCelerating well to reduce costs
13/04/2015KEC INTERNATIONAL LTVisit Update - Better time ahead!
10/04/2015January to March 2015 India Strategy & Quarterly ResultsWill the recovery be in 1QFY16 or will it spill over to 2QFY16?
08/04/2015Information TechnologySector Update - H1-B cap reached – Another year of lottery system
07/04/2015LARSEN & TOUBROCompany Update - Building India!!
01/04/2015BANK OF INDIAVisit Update - Asset quality pain likely to peak
01/04/2015GLENMARK PHARMACEUTICompany Update - New US approvals to take earnings to a new high
01/04/2015India Financials – Insurance ReformsSector Update - Reforms to give strong foundation to flagging insurance sector
01/04/2015JUBILANT FOODWORKSValuations factor in demand and margin recovery; Reduce
31/03/2015India FinancialsSector Report - Service quality assessment: An intangible differentiator
31/03/2015ECLERX SERVICES LTDEvent Update - CLX Europe acquisition: Diversification by diluting return ratios
26/03/2015CementSector Update - Realisations for the quarter hit by a weak demand
24/03/2015NIIT TECHNOLOGIES LTEvent Update - Client’s dispute: Impact restricted to Q4FY15
17/03/2015AutomobilesPositive Outlook, prefer four wheelers
18/03/2015MAHINDRA & MAHINDRAAnalyst Meet Update - Tractors slide, new UV launches to drive growth
18/03/2015EMAMI LTDCompany Update - Rising Mentha prices, valuations might cap upside
17/03/2015KSB PUMPS LTD.Visit Update - Quality play on recovery in Industrial and water capex!
17/03/2015KPIT TECHNOLOGIESEvent Update - X-currency worsened weak Q4FY15, Structural recovery on track
16/03/2015PRISM CEMENT LTD.Management Meet Update - Strong potential across businesses
16/03/2015POLARIS CONSULTINGCompany Update - Restructured for growth, but not in price – Upgrade to BUY
16/03/2015CUMMINS INDIA LTDVisit Update - Medium long term potential over rides near term weakness
16/03/2015PERSISTENT SYSTEMSVisit Update - Momentum to accelerate in FY16, Upgrade to “BUY”
17/03/2015MAHINDRA & MAHINDRAVisit Update - Selective green shoots visible; recovery to happen gradually
14/03/2015India Financials - InsuranceSector Update - Parliament clears insurance bill – positive move for industry
14/03/2015PharmaSector Update - India formulations achieves highest growth since 2012
12/03/2015WIPRO LTD.Analyst Meet Update - Strategic initiatives in right direction, Execution holds key
10/03/2015NIIT TECHNOLOGIES LTCompany Update - Mending way for recovery; Retain “BUY”
11/03/2015Metals & MiningSector Update - Improved iron ore supplies dented by weak steel fundamentals
10/03/2015India Strategy & Top IdeasQ3FY15 disappointed, will Q4 deliver?
12/03/2015THE AUGURIES OF THE LIKELY PASSAGE OF LONG PENDING CRUCIAL ...THE AUGURIES OF THE LIKELY PASSAGE OF LONG PENDING CRUCIAL ECONOMIC LEGISLATIONS (INSURANCE, COAL & MINES)
09/03/2015JINDAL STEEL & POWERCompany Update - Not out of woods
09/03/2015MINDTREE LIMITEDCompany Update - Project closure delay & X-Currencies headwind to impact Q4FY15
05/03/2015TATA CONSULTANCY SERAnalyst Meet Update - Slow start to the year worsened by cross-currency
04/03/2015KPIT TECHNOLOGIESVisit Update - Structural recovery on track, near term softness likely
28/02/2015ITC LIMITED EQUITYCompany Update - Excise hike adds to woes
28/02/2015Union Budget 2015-16Make in India Budget
27/02/2015Information TechnologySector Update - Irrelevance of hiring data – Automation takes centre-stage
26/02/2015India Financials – PSU BanksSector Update - Opex pressures entering the last leg; analysing the final blow
27/02/2015Railway BudgetPrudence continues to be the buzz word, where populism is taking a back seat
18/02/2015India Strategy & Top IdeasAll eyes on budget and domestic recovery
18/02/2015CementAt the last leg of weakness
18/02/2015PharmaSector Update - Domestic formulations continues its ascension of Growth
18/02/2015INFOSYS LIMITEDEvent Update - Panaya’s Acquisition – Troika of Cloud, ERP and Automation
17/02/2015SADBHAV ENGINEERINGQ3FY15 Result Update - Healthy Performance, Improving outlook!
16/02/2015INFOSYS LIMITEDEvent Update - Acquired Panaya – Strengthening Enterprise App presence
16/02/2015SUN PHARMACEUTICAL IQ3FY15 Result Update - Halol plant costs its Q3 sales, profitability
14/02/2015STATE BANK OF INDIAQ3FY15 Result Update - Asset quality holding on; earnings likely to gain traction
14/02/2015H D F C BANKQ3FY15 Result Update - In-line results; loan growth holding nicely
13/02/2015CIPLA LTD.Q3FY15 Result Update - Strong visibility in inhalers
12/02/2015COAL INDIA LIMITEDQ3FY15 Result Update - The best structural play on operational reforms in the sector
12/02/2015BANK OF INDIAQ3FY15 Result Update - Results disappoints; remains a play on cheap valuations
12/02/2015FUTURE RETAIL LTD.Q3FY15 Result Update - Debt reduction to improve financials
13/02/2015STEEL AUTHORITY OF IQ3FY15 Result Update - Reductions in costs not visible in near future
13/02/2015NESTLE INDIA LIMITEDQ4CY14 Result Update - Domestic volume growth remains elusive
13/02/2015MPHASIS LTDQ3FY15 Result Update - Focus on Direct Channel yields result, but HP drag persists
13/02/2015GLENMARK PHARMACEUTIQ3FY15 Result Update - US opportunities to overcome headwinds in Russia, ROW
11/02/2015JAMMU & KASHMIR BANKQ3FY15 Result Update - Asset quality under stress; focus turns back on J&K state
11/02/2015SUN PHARMACEUTICAL ICompany Update - Taro's Q3 sales below par, margins improve
11/02/2015CADILA HEALTHCARE LTQ3FY15 Result Update - Q3 in line with estimates, opportunity priced in
10/02/2015Information TechnologySector Update - Rear View OND-15: Improving momentum more evident
10/02/2015HEXAWARE TECHQ4CY14 Result Update - Revenue momentum likely to sustain; Retain “BUY”
09/02/2015NMDC LIMITEDQ3FY15 Result Update - Weak commodity outlook overshadows the attractive valuations
09/02/2015TATA STEEL LIMITEDQ3FY15 Result Update - Earnings to revive in Q4 with the restart of mines and strong TSE
06/02/2015H D F C BANKCapital position has improved; earnings growth likely will - BUY
06/02/2015AUROBINDO PHARMAQ3FY15 Result Update - Result in line; Natrol to fuel core sale in near term
05/02/2015THE RAMCO CEMENTSQ3FY15 Result Update - Muted show; maintain FY15 estimates due to steep price hikes
05/02/2015JUBILANT FOODWORKSQ3FY15 Result Update - Worst seems over; slow recovery likely
04/02/2015BRITANNIA INDUSTRIESQ3FY15 Result Update - Ready for a long haul!
04/02/2015JK LAKSHMI CEMENT LTQ3FY15 Result Update - Strong show; remains top pick in the midcap cement space
04/02/2015JUBILANT LIFE SCIENCQ3FY15 Result Update - Sales, margin continue to be impacted by FDA issues in CMO
03/02/2015SHREE CEMENT LTD.Q2FY15 Result Update - Strong business outlook; but low on upside potential
03/02/2015MARICO LIMITEDQ3FY15 Result Update - Steady growth ahead, Accumulate
03/02/2015PUNJAB NAT.BANKQ3FY15 Result Update - Weak quarter; asset quality let down continues
03/02/2015GLAXOSMITHKLINE CONSQ3FY15 Result Update - Ready to gain demand recovery and benign inputs
03/02/2015A C C LIMITED.Q4CY14 Result Update - Earnings in line;temporary mine closure hit the earnings
03/02/2015Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
30/01/2015BANK OF BARODAQ3FY15 Result Update - Disappointing results; normalcy to return from FY16 only
30/01/2015IDFC LIMITEDQ3FY15 Result Update - Muted performance; balance sheet transition continues
30/01/2015INDOCO REMEDIES LTDQ3FY15 Result Update - Sales, headline margins in line
30/01/2015ICICI BANK LTD EQQ3FY15 Result Update - Asset quality under pressure; revenue growth on track
30/01/2015JSW STEEL LTDQ3FY15 Result Update - Margins to remain depressed; outlook remains weak
30/01/2015SIEMENS LTDQ1FY15 Result Update - Cost optimization helping margins!
30/01/2015ECLERX SERVICES LTDQ3FY15 Result Update - Soft performance, margin headwinds to persist
30/01/2015TECH MAHINDRA LTDQ3FY15 Result Update - In-line performance, earnings to bottom in Q4FY15
30/01/2015HCL TECHNOLOGYCompany Update - Sustainability of momentum is the key; Retain “Accumulate”
30/01/2015ASIAN PAINTS LTDQ3FY15 Result Update - Is crude linked exuberance justified?
30/01/2015Capital GoodsSector Update - Pick up in ordering driven by HVDC order
30/01/2015DR REDDY'S LABSQ3FY15 Result Update - Positive surprise in ROW, Russia, EU drives revenue, margin
30/01/2015HCL TECHNOLOGYQ2FY15 Result Update - First Cut: Strong beat to expectation, expect earnings upgrade
29/01/2015H D F CQ3FY15 Result Update - In-line quarter; individual loan growth remains on track
29/01/2015PIDILITE INDUSTRIESQ3FY15 Result Update - Strong margin recovery ahead
27/01/2015RANBAXY LABORATORIESEvent Update - Last straw of hope in Nexium lost; FDA Approves Teva
27/01/2015ULTRATECH CEMENT LTDQ3FY15 Result Update - Earnings-in-line; still best in the lot to play the recovery
27/01/2015PERSISTENT SYSTEMSQ3FY15 Result Update - Missed expectations, but signs of success for Enterprise strategy
23/01/2015BHARAT ELECTRONICSQ3FY15 Result Update - Strong execution and margins!
23/01/2015COLGATE PALMOLIVE INQ3FY15 Result Update - Margin tailwinds visible, demand recovery remains elusive”
23/01/2015Metals & MiningSector Update - Hike in import duty likely; weak prices to undo the benefit
22/01/2015POLARIS CONSULTINGQ3FY15 Result Update - FY16 outlook better, but near term challenges to persist
21/01/2015ITC LIMITED EQUITYQ3FY15 Result Update - Regulatory headwinds to delay recovery
21/01/2015ING VYSYA BANK LTDQ3FY15 Result Update - Asset quality pressure remains
21/01/2015KPIT TECHNOLOGIESQ3FY15 Result Update - Beat despite seasonality, Acceleration in CY15; Retain ‘BUY’
21/01/2015SOUTH INDIAN BANK LTQ3FY15 Result Update - Profitability under pressure
20/01/2015KOTAK MAHINDRA BANKQ3FY15 Result Update - Loan growth gaining momentum; flow business holds hope
19/01/2015HINDUSTAN ZINCQ3FY15 Result Update - Strong show on costs front; remains our top pick in the sector
19/01/2015HINDUSTAN UNILEVERQ3FY15 Result Update - Making right moves, 2009 lessons well learnt
19/01/2015MINDTREE LIMITEDQ3FY15 Result Update - Seasonality impacted Q3, Growth to accelerate in CY15
19/01/2015MAHINDRA & MAHINDRAQ3FY15 Result Update - Disappointing quarter; recovery still some time away
16/01/2015AXIS BANK LTDQ3FY15 Result Update - Loan growth gaining momentum; margins remain buoyant
16/01/2015WIPRO LTD.Q3FY15 Result Update - Inline quarter, Guidance soft; Retain ‘Accumulate’
16/01/2015FEDERAL BANK LTD.Q3FY15 Result Update - Mixed performance
16/01/2015Metals & MiningSector Update - Mines & minerals ordinance- A catalyst for the sector
15/01/2015Information TechnologySector Update - Strong end to CY14, Commentary for CY15 optimistic
15/01/2015TATA CONSULTANCY SERQ3FY15 Result Update - Soft performance, but strong commentary
15/01/2015LIC HOUSING FINANCEQ3FY15 Result Update - Operating performance inline; spreads to improve gradually
13/01/2015INDUSIND BANKQ3FY15 Result Update - Steady quarter; growth & margin outlook remains positive
12/01/2015CMC LIMITED EQUITYQ3FY15 Result Update - Revenue in-line, margin soft – Coverage Dropped
12/01/2015ASIAN PAINTS LTDCompany Update - FY16E Margin expansion + FY17E Margin Decline =??
09/01/2015INFOSYS LIMITEDCompany Update - Watchtower for tomorrow – Retain BUY
09/01/2015TECH MAHINDRA LTDEvent Update - SOFGEN Acquisition: Strengthening BFS exposure
09/01/2015INFOSYS LIMITEDQ3FY15 Result Update - First Cut: Strong beat to margin and volume expectation
09/01/2015Oct - Dec'14 Earnings PreviewLocal execution remains key, Global events may play spoil sport
14/01/2015“Impact of European Court’s opinion on OMT on markets”Likely impact on markets of the opinion to be given on 14th Jan 2015 by the advisor to the European Court of Justice on legal validity of OMT
05/01/2015Capital Goods & InfrastructureSector Update - Outlook 2015
02/01/2015India FinancialsSector Report - Gradual recovery to unfold – Prefer stock specific approach
01/01/2015INFOSYS LIMITEDCompany Update - Tug-of-war: Wage inflation and margin tailwinds!
05/01/2015Consequences of German govt's belief to 'manage' Grexit's impactFar reaching geo-political & economic consequences of German government's reported belief of being able to 'manage' a potential Greek exit (Grexit) from the Euro Zone
30/12/2014INFOSYS LIMITEDCompany Update - Design Thinking, Agile & SMAC: Translating clients’ need
29/12/2014CementSector Update - M&A activity still not over
29/12/2014"Why are global markets nervous about Snap polls in Greece" - Ajay BodkeLikely impact of snap polls in Greece on markets
22/12/2014PERSISTENT SYSTEMSAnalyst Meet Update - Differentiating for niche ‘Digital’ services
19/12/2014ASHOKA BUILDCON LTDCompany Update - Healthy pipe line in Road sector!
19/12/2014India Strategy & Top IdeasDomestic economy to drive growth
16/12/2014PharmaSector Update - Addition of 52 formulations to spoil momentum of Nov’14
16/12/2014CementSector Update - Current quarter a blip; outlook remains strong
15/12/2014PL Small & Mid-Cap ConferencePost Conference Update - “Identifying the next Winners”
15/12/2014HINDUSTAN UNILEVERVisit Update - Early signs of demand recovery, watch out for crude prices?
12/12/2014TATA CONSULTANCY SERAnalyst Meet Update - Usual seasonality worsened by X-currency
12/12/2014WIPRO LTD.Company Update - Multiple headwinds, Limited upside; Retain “Accumulate”
09/12/2014ConsumerPlaying the commodity correction euphoria?
09/12/2014Metals & MiningIndia’s iron ore production likely to hit year’s low in November
05/12/2014INFOSYS LIMITEDAnalyst Meet Update - Investing in structural improvement, Retain “BUY”
02/12/2014TITAN COMPANY LTD.Event Update - Scrapping of 20:80 might be a temporary relief
28/11/2014India FinancialsGuidelines on ‘Small Finance Banks’ & ‘Payment Banks’
02/12/2014Exclusive Paper by Mr. S S Tarapore for Prabhudas LilladharImportance of Internal Consistency among different wings of Macro-economic Policy
26/11/2014SIEMENS LTDCompany Update - Future Ready!!
26/11/2014TATA STEEL LIMITEDCompany Update - Resumption of mining will help regain the margins in FY16
21/11/2014KOTAK MAHINDRA BANKEvent Update - Right fit - Right price; significant synergies in long term
21/11/2014MBL INFRASTRUCTURESCompany Update - Focus on profitable growth!
20/11/2014Event Update - India Private BanksMerger on the cards – Looks good to us!
19/11/2014Sector Update - Metals & MiningGovt puts coal block auction process on fast mode
19/11/2014Sector Update - PharmaHolidays slows Domestic formulations growth
19/11/2014NESTLE INDIA LIMITEDQ2FY15 Result Update - Not out of woods as yet?
18/11/2014ASHOKA BUILDCON LTDQ2FY15 Result Update - Expecting pick up in road sector ordering!
17/11/2014VOLTAS LIMITEDQ2FY15 Result Update - Strong performance-once again driven by UCP
17/11/2014India Strategy & Top IdeasPolicy implementations key to domestic growth
14/11/2014TATA MOTORS LTDQ2FY15 Result Update - JLR margin at 19.4%; Volume outlook strong
14/11/2014BALKRISHNA INDUSTRIEQ2FY15 Result Update - Slow demand, price-cut impact earnings; Downgrade to Reduce
14/11/2014JAMMU & KASHMIR BANKQ2FY15 Result Update - Multiples de-rating as return ratios become sub-optimal!
14/11/2014BRITANNIA INDUSTRIESQ2FY15 Result Update - New launches and Margin boost ahead; BUY
14/11/2014BHARAT HEAVY ELECTRIQ2FY15 Result Update - Another weak quarter!
14/11/2014STATE BANK OF INDIAQ2FY15 Result Update - Asset quality showing positive signs; reiterate BUY
14/11/2014SUN PHARMACEUTICAL IQ2FY15 Result Update - H2FY15 to be stronger
14/11/2014STEEL AUTHORITY OF IQ2FY15 Result Update - Good show...Weak steel prices to halt the show
14/11/2014CIPLA LTD.Q2FY15 Result Update - Q2 disappoints, Gearing up for strong H2FY15E
13/11/2014AUROBINDO PHARMAEvent Update - Babystep in US OTC - Diversifying patent cliff uncertainty
13/11/2014POWER GRID CORPORATIQ2FY15 Result Update - In Line Quarter!
13/11/2014TATA STEEL LIMITEDQ2FY15 Result Update - India and Europe posts strong show; South East ops in weakness
12/11/2014AMARA RAJA BATTERIESQ2FY15 Result Update - Strong traction in Revenues; Valuations factoring in the positives positives
12/11/2014INFOSYS LIMITEDCompany Update - Focus on ‘Renew & New’ with ‘Design Thinking’ at core
12/11/2014Sector Update - Automobiles2W - Scooters grow by 11%; Motorcycle volumes decline by 8.7%
11/11/2014India Financials - NBFCsRegulatory overhang cleared; remain constructive on sector
11/11/2014Sector Update - PharmaNexium, Valcyte: Ranbaxy's loss, Dr Reddy's gain
11/11/2014APOLLO TYRESQ2FY15 Result Update - EBITDA in line; Huge capex of Rs42bn to impact cash flows
11/11/2014KALPATARU POWER TRANQ2FY15 Result Update - Expecting pick up in ordering!
11/11/2014GABRIEL INDIAQ2FY15 Result Update - Excellent quarter; CV cycle recovery to provide growth trigger
11/11/2014SHREE CEMENT LTD.Q1FY15 Result Update - Meets expectation...Continues to be the best play in the sector
11/11/2014SUN PHARMACEUTICAL ICompany Update - Q2FY15 Result Update: Taro surprised with headline margins
11/11/2014TECH MAHINDRA LTDAnalyst Meet Update - Networked strategy for growth momentum
10/11/2014BHARAT ELECTRONICSQ2FY15 Result Update - Strong execution and margins!
10/11/2014COAL INDIA LIMITEDQ2FY15 Result Update - Earnings disappoint; hike in FSA prices, the key 'trigger'
10/11/2014ENGINEERS INDIAQ2FY15 Result Update - Weak Performance, Muted Outlook!
10/11/2014BHARAT FORGE LTD.Q2FY15 Result Update - Richer product mix and export revenues drive profitability
10/11/2014MOTHERSON SUMI SYSQ2FY15 Result Update - EBITDA in line; Increased debt a near-term overhang
07/11/2014CUMMINS INDIA LTDQ2FY15 Result Update - Expect some moderation in performance
07/11/2014AUROBINDO PHARMAQ2FY15 Result Update - Q2FY15 result enhances growth confidence for FY16-17
07/11/2014BANK OF BARODAQ2FY15 Result Update - Modest quarter; one off provisions dented earnings!
07/11/2014POLARIS FINANCIAL TEQ2FY15 Result Update - First quarter after de-merger, expects anaemic growth
07/11/2014MARICO LIMITEDQ2FY15 Result Update - Robust performance in challenging environment
07/11/2014THE RAMCO CEMENTSQ2FY15 Result Update - Earnings in line; best play on Southern region
07/11/2014ASHOK LEYLANDQ2FY15 Result Update - Richer product mix leads to robust profitability
07/11/2014CADILA HEALTHCARE LTQ2FY15 Result Update - Q2FY15 in line; Margin sustainability remains a concern
08/11/2014LARSEN & TOUBROQ2FY15 Result Update - Muted Performance!
06/11/2014L.G.BALAKRISHNANQ2FY15 Result Update - Margin recovery in 2H, volume recovery delayed
06/11/2014GLAXOSMITHKLINE CONSQ2FY15 Result Update - Margin recovery in 2H, volume recovery delayed
07/11/2014Sector Update - Information TechnologyRear View JAS-14: X-Currency led misses, but outlook healthy
05/11/2014COLGATE PALMOLIVE INQ2FY15 Result Update - “Sustains growth in declining market, Buy”
05/11/2014Sector Update-Information TechnologyStrong result despite X-currency, Positive read-thru for Indian IT
05/11/2014JINDAL STEEL & POWERQ2FY15 Result Update - Earnings disappoint; headwinds still to hit the earnings
05/11/2014HEXAWARE TECHQ3CY14 Result Update - Strong quarter, momentum to sustain; Upgrade to ‘BUY’
05/11/2014PIDILITE INDUSTRIESQ2FY15 Result Update - Margin recovery ahead; retain ‘Accumulate’
05/11/2014India Financials - Private BanksSector Update - Margins scaling new high; fee growth remains key revenue driver
05/11/2014THERMAX LTDQ2FY15 Result Update - Strong performance!
03/11/2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
03/11/2014KEC INTERNATIONAL LTQ2FY15 Result Update - Expect improved performance in H2FY15!
31/10/2014IDFC LIMITEDQ2FY15 Result Update - Muted performance; Bank transition on right path!
31/10/2014UNION BANK OF INDIAQ2FY15 Result Update - Muted quarter; guidance though remains unchanged!
31/10/2014SUPRAJIT ENGINEERINGQ2FY15 Result Update - Results below estimates; Capacity expansion on track
31/10/2014MAHINDRA & MAHINDRAQ2FY15 Result Update - Operating performance below estimates; Outlook muted
31/10/2014ITC LIMITED EQUITYQ2FY15 Result Update - Sustains profit growth amidst multiple headwinds
31/10/2014NMDC LIMITEDQ2FY15 Result Update - In-line with expectation; outlook turn weak on domestic prices
31/10/2014GLENMARK PHARMACEUTIQ2FY15 Result Update - Result is in line; Management guidance robust
31/10/2014CEAT LIMITED EQQ2FY15 Result Update - Results in line; higher capex to impact cash flows
30/10/2014YES BANK LTD.Q2FY15 Result Update - Margins surprises positively; Growth to remain strong
30/10/2014JK LAKSHMI CEMENT LTQ2FY15 Result Update - Strong show; scope for returns still enormous
30/10/2014AMBUJA CEMENTS LTDQ3CY14 Result Update - Muted show
30/10/2014ICICI BANK LTD EQQ2FY15 Result Update - Results in-line; lumpy slippages affected asset quality
30/10/2014TITAN COMPANY LTD.Q2FY15 Result Update - Margins to rescue in a scenario of tepid demand
30/10/2014MARUTI SUZUKI INDIAQ2FY15 Result Update - In line quarter; New launches to drive growth
30/10/2014A C C LIMITED.Q3CY14 Result Update - Meets expectation; one of the top pick in sector
29/10/2014ING VYSYA BANK LTDQ2FY15 Result Update - Steady quarter
29/10/2014DR REDDY'S LABSQ2FY15 Result Update - Lag in US approvals impact growth; H2 holds better promise
29/10/2014EMAMI LTDEmami - Low base, benign input costs power growth - Reduce
30/10/2014JUBILANT FOODWORKSQ2FY15 Result Update - Poor visibility on growth; downgrade to ’Reduce’
30/10/2014JUBILANT LIFE SCIENCQ2FY15 Result Update - Performance continue to disappoint
29/10/2014SADBHAV ENGINEERINGManagement Meet Update - Gearing for a strong growth!
28/10/2014LUPIN LTDQ2FY15 Result Update - Cymbalta, Niaspan slowed growth, H2 retains better prospect
28/10/2014RANBAXY LABORATORIESQ2FY15 Result Update - Diovan is only star, Rest remains same
28/10/2014ABB INDIA LIMITEDQ3CY14 Result Update - Valuations demanding!
28/10/2014NESTLE INDIA LIMITEDQ3CY14 Result Update - Input cost to provide tail wind
27/10/2014HINDUSTAN UNILEVERQ2FY15 Result Update - Levered for accelerated growth, Upgrade to ‘Accumulate’
27/10/2014KSB PUMPS LTD.Q3CY14 Result Update - Weak margin performance
27/10/2014WIPRO LTD.Q2FY15 Result Update - Cross currency & client issues eroded otherwise in-line quarter
22/10/2014ASIAN PAINTS LTDQ2FY15 Result Update - Strong tailwinds of demand recovery and benign input costs
21/10/2014Sector Update - PharmaFormulations enter high growth orbit: IPM 18.8% in Sept’14
20/10/2014Sector Update - Automobiles2W - Scooters grow at 38.0%; Motorcycle volumes grow at 19.4%
22/10/2014KOTAK MAHINDRA BANKQ2FY15 Result Update - Healthy performance, but limited upside
22/10/2014MAHINDRA & MAHINDRAQ2FY15 Result Update - Sanity in performance but environment remains volatile
22/10/2014SHRIRAM TRANSPORT FIQ2FY15 Result Update - Gradual improvement not translating in ROAs!
22/10/2014PUNJAB NAT.BANKQ2FY15 Result Update - Performance issues resurface
21/10/2014JSW STEEL LTDQ2FY15 Result Update - Waning benefit of cheap domestic ore getting visible
21/10/2014H D F C BANKQ2FY15 Result Update - Good show on performance!
21/10/2014KPIT TECHNOLOGIESQ2FY15 Result Update - Strong beat, Visible signs of turnaround; Retain ‘BUY’
21/10/2014INDOCO REMEDIES LTDQ2FY15 Result Update - EBITDA surprise: Arrives at 21% margin before expectation
21/10/2014EXIDE INDUSTRIES LTDQ2FY15 Result Update - Results below estimates; Management commentary positive
21/10/2014HINDUSTAN ZINCQ2FY15 Result Update - Strong show, H2 to be stronger than H1
20/10/2014LIC HOUSING FINANCEQ2FY15 Result Update - Sustenance in growth momentum important now!
20/10/2014ULTRATECH CEMENT LTDQ2FY15 Result Update - Beats expectation; overseas acquisitions, an impending worry
20/10/2014AXIS BANK LTDQ2FY15 Result Update - Displays strong execution; Maintain BUY
20/10/2014PERSISTENT SYSTEMSQ2FY15 Result Update - Missed expectation, could trigger earnings downgrade
20/10/2014GEOMETRIC LIMITEDQ2FY15 Result Update - Weak Q2, Momentum to pick up in H2FY15
20/10/2014WABCO INDIA LTD.Q2FY15 Result Update - OEM revenues grew by 50%; Margins likely to improve
17/10/2014HCL TECHNOLOGYCompany Update - Moderating growth + Eroding levers = Limited Upside
17/10/2014HERO MOTOCORP LTD.Q2FY15 Result Update - EBITDA below estimates; Volume outlook encouraging
17/10/2014INDOCO REMEDIES LTDCompany Report - Possibilities become reality in US ophthalmic
17/10/2014HCL TECHNOLOGYQ1FY15 Result Update - First Cut: Revenue growth moderation persists, Expect downtick
17/10/2014FEDERAL BANK LTD.Q2FY15 Result Update - Clear focus but execution the key!
16/10/2014CROMPTON GREAVESQ2FY15 Result Update - Improving outlook, expect gradual improvement in performance!
16/10/2014BAJAJ AUTO LIMITEDQ2FY15 Result Update - Margins disappoint despite healthy product mix
14/10/2014Sector Update - Information TechnologyStrong YTD: IMS hurt due to cloud, SMAC push to ADM+BPO
14/10/2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals improve 4-5%
16/10/2014TATA CONSULTANCY SERQ2FY15 Result Update - Soft quarter, Seasonality to impact H2FY15
16/10/2014TATA STEEL LIMITEDEvent Update - Sale of Long products Europe- a right move
16/10/2014CMC LIMITED EQUITYQ2FY15 Result Update - Revenue missed, margin ahead; Amalgamation with TCS
15/10/2014MINDTREE LIMITEDQ2FY15 Result Update - Missed expectation, near term weakness; Retain ‘Accumulate’
15/10/2014NIIT TECHNOLOGIES LTQ2FY15 Result Update - Momentum to accelerate in CY15
14/10/2014INDUSIND BANKQ2FY15 Result Update - Remains on right track but CV recovery optimism priced in!
10/10/2014INFOSYS LIMITEDCompany Update - Focus on ‘New’ & ‘Renew’ to drive momentum; Retain “BUY”
09/10/2014Jul - Sep'14 Earnings PreviewLocal execution, Global events the key, Back to basics…Risk v/s Reward
10/10/2014INFOSYS LIMITEDQ2FY15 Result Update - First Cut: In-line revenue, margin strong; Expect uptick
09/10/2014LARSEN & TOUBROCompany Update - Strong order flow momentum
07/10/2014INFOSYS LIMITEDCompany Update - A cursory look at “Design Thinking”
01/10/2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
26/09/2014BHARAT ELECTRONICSAnalyst Meet Update - Sales CAGR @ 10% in the next five years
25/09/2014INDUSIND BANKManagement Meet Update - Set for the long run but pricey in the short run!
26/09/2014Sector Update - Information TechnologySector Update - FPP v/s T&M: A qualitative assessment of two billing model
23/09/2014PERSISTENT SYSTEMSCompany Update - Momentum to accelerate - Rich valuation restrict upside
19/09/2014Sector Update - Metals & MiningIndian steel sector’s competitiveness on iron ore badly hit
19/09/2014EMAMI LTDCompany Report - Redefining growth horizons
18/09/2014COLGATE PALMOLIVE INCompany Update - The juggernaut rolls on!
18/09/2014KPIT TECHNOLOGIESCompany Update - Autonomous roadmap for growth, Retain “BUY”
17/09/2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals decline 2-3%
16/09/2014Sector Update - AutomobilesSector Update - 2W - Scooters grow at 30.4%; Motorcycle volumes grow at 14.4%
17/09/2014JAMMU & KASHMIR BANKEvent Update - Will ‘Weather’ near term headwinds in asset quality!
15/09/2014RAIN INDUSTRIES LTD.Road Show Update - Good play on revival in Aluminium, backed by attractive valuations
12/09/2014India Strategy & Top IdeasLow crude and commodity prices – Good for India
12/09/2014Sector Update-PharmaSector Update - Uptrend in IPM growth continues with 8.4% growth in August 2014
11/09/2014DR REDDY'S LABSEvent Update - Opportunity to improve hospital Rx share in Fondaparinux
11/09/2014GUJARAT STATE FERTILAnalyst Meet Update - Worst over; gradual improvement likely - valuations to catch up
08/09/2014TATA CONSULTANCY SERAnalyst Meet Update - Q2FY15 highlight - Convergent growth and Japan contribution
05/09/2014SADBHAV ENGINEERINGCompany Report - On Road to better times!!!
05/09/2014TATA CHEMICALSManagement Meet Update - Re-rating to continue
04/09/2014CIPLA LTD.Asthma portfolio poised to play in large EU markets
01/09/2014ASHOKA BUILDCON LTDWell funded for good times!!!
02/09/2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
28/09/2014Sector Update-PharmaUpdate: Key P-IV filings and US court cases
25/08/2014Sector Update-Metals & MiningBig blow for the sector and economy
25/08/2014TATA MOTORS LTDCompany Update - Zest - Best car till date; loaded with features, driving comfort
22/08/2014CUMMINS INDIA LTDVisit Update - LHP exports to be the key driver
22/08/2014Sector Update-PharmaVolume gain in NLEM drugs drives 7.2% IPM growth in July 2014
21/08/2014Sector Update-CementPrices stand well despite hit by lean monsoon season
26/08/2014COLGATE PALMOLIVE INCompany Update - Worst seems over, strong tailwinds ahead
18/08/2014India Strategy & Top IdeasFeel good factor good - When will this lead to corporate performance?
14/08/2014CIPLA LTD.Q1FY15 Result Update - Results in line; Guidance indicates strong H2FY15
14/08/2014BRITANNIA INDUSTRIESQ1FY15 Result Update - Unleashing the growth potential!
14/08/2014JAMMU & KASHMIR BANKQ1FY15 Result Update - Asset quality risks recognized upfront
14/08/2014VOLTAS LIMITEDQ1FY15 Result Update - Strong performance!
14/08/2014Sector Update-Automobiles2W - Scooters grow at 28.9%; Motorcycle volumes grow at 9.0%
13/08/2014Sector Update-AutomobilesCV Goods Segment - Truck Rentals flat in July’14
14/08/2014SUN PHARMACEUTICAL IQ1FY15 Result Update - Set to grow on Taro price rise in FY15E
14/08/2014TATA STEEL LIMITEDQ1FY15 Result Update - Weak domestic operations result in miss on earnings
13/08/2014SIEMENS LTDQ3FY14 Result Update - Provisions continue to haunt margins
13/08/2014ENGINEERS INDIAQ1FY15 Result Update - Weak margin performance
12/08/2014BHARAT HEAVY ELECTRIQ1FY15 Result Update - Another weak quarter
12/08/2014MOTHERSON SUMI SYSQ1FY15 Result Update - Results below estimates; SMRPBV’s financials disclosure by Sept
12/08/2014LARSEN & TOUBROFocus on risk management
12/08/2014NMDC LIMITEDQ1FY15 Result Update - Beats estimates; outlook remains strong
12/08/2014STEEL AUTHORITY OF IQ1FY15 Result Update - Weak show continues
12/08/2014COAL INDIA LIMITEDQ1FY15 Result Update - Policy initiatives yet to play out…stands out to be a key play
12/08/2014Sector Update-FertilisersSector Update - July’14 - Complex fert. sales up 16% YoY ; Urea down 14% YoY
08/08/2014Sector Update-Information TechnologyRear View AMJ-14: Steady ramp-ups and deal closures
11/08/2014TATA MOTORS LTDQ1FY15 Result Update - JLR margin at 20%; Upgrade earnings by ~10%
11/08/2014GUJARAT STATE FERTILQ1FY15 Result Update - Decent quarter; valuations remain attractive
08/08/2014STATE BANK OF INDIAQ1FY15 Result Update - Efforts visible but reflection to be gradual in return ratios
08/08/2014SUN TV NETWORK LTD.Q1FY15 Result Update - Operationally in-line; Phase-III/IV remains the next trigger
08/08/2014CHAMBAL FERTILISERSQ1FY15 Result Update - Good quarter; valuations remain attractive
08/08/2014MAHINDRA & MAHINDRAQ1FY15 Result Update - Automotive segment performance commendable
08/08/2014AUROBINDO PHARMAQ1FY15 Result Update - New products to drive growth in after-Cymbalta life
07/08/2014NESTLE INDIA LIMITEDQ2CY14 Result Update - Growth visibility remains poor
07/08/2014GLAXOSMITHKLINE CONSQ1FY15 Result Update - Hit by lower volume growth and high input cost
07/08/2014JINDAL STEEL & POWERQ1FY15 Result Update - Strong show across the fronts…best yet to come
07/08/2014JUBILANT FOODWORKSQ1FY15 Result Update - Near-term pain, long-term gain
06/08/2014AMARA RAJA BATTERIESQ1FY15 Result Update - Results above estimates; Telecom to provide growth impetus
06/08/2014APOLLO TYRESQ1FY15 Result Update - Results below estimate; Huge capex to lead to -ve free cash
06/08/2014CROMPTON GREAVESQ1FY15 Result Update - In line performance, improving outlook!
06/08/2014TATA CHEMICALSQ1FY15 Result Update - Upgrade to BUY; clarity on restructuring to lead to re-rating
06/08/2014POWER GRID CORPORATIQ1FY15 Result Update - Strong growth in capitalization
06/08/2014HEXAWARE TECHCompany Update - Margin troughed, Sales uptick likely; Upgrade to ‘Accumulate’
06/08/2014JUBILANT LIFE SCIENCQ1FY15 Result Update - Strong Let down in Q1FY15, weak guidance led to downgrade
06/08/2014Sector Update-Information TechnologyGuidance cut – Company and client-specific issue
05/08/2014KALPATARU POWER TRANQ1FY15 Result Update - Weak inflow an aberration
05/08/2014BALKRISHNA INDUSTRIEQ1FY15 Result Update - Results below expectation; Upside seems capped
05/08/2014HERO MOTOCORP LTD.Q1FY15 Result Update - Results below estimates; Volume outlook strong
05/08/2014MOTHERSON SUMI SYSCompany Update - Annual Report Analysis – New capacities to fuel growth
04/08/2014MARICO LIMITEDQ1FY15 Result Update - Sustained volumes show pricing power
04/08/2014CUMMINS INDIA LTDQ1FY15 Result Update - Guidance revised upwards!
04/08/2014BHARAT ELECTRONICSQ1FY15 Result Update - Healthy execution
04/08/2014UNION BANK OF INDIAQ1FY15 Result Update - Reasonable performance
01/08/2014JSW STEEL LTDQ1FY15 Result Update - Waning benefit of domestic ore set to hit the earnings hard
01/08/2014TITAN COMPANY LTD.Q1FY14 Result Update - Regulatory hurdles reduce glitter
01/08/2014DEEPAK FERTILIZERSQ1FY15 Result Update - Quarter helped by higher trading; gas issue remains an overhang
01/08/2014ICICI BANK LTD EQQ1FY15 Result Update - Core PPOP recovery will be gradual
31/07/2014ECLERX SERVICES LTDQ1FY15 Result Update - Earnings growth continues to be anaemic, Retain ‘REDUCE’
31/07/2014TECH MAHINDRA LTDQ1FY15 Result Update - Onsite ramp-up: A growth in waiting, Retain “BUY”
31/07/2014HCL TECHNOLOGYCompany Update - Growth moderation and Margin headwinds to restrict upside
31/07/2014PIDILITE INDUSTRIESQ1FY15 Result Update - Remains a compelling play on economic recovery
31/07/2014DHANUKA AGRITECH LTDQ1FY15 Result Update - Topline growth disappoints due to delay in monsoons
31/07/2014LUPIN LTDQ1FY15 Result Update - Limited competition drugs, India drive sales growth, margin
31/07/2014MARUTI SUZUKI INDIAQ1FY15 Result Update - In line quarter; Management commentary positive
31/07/2014HCL TECHNOLOGYQ4FY14 Result Update - Soft operational performance, but earnings upgrade likely
31/07/2014IDFC LIMITEDQ1FY15 Result Update - Quiet core performance, now a lot dependant on RBI clarity
31/07/2014DR REDDY'S LABSQ1FY15 Result Update - Strong sales in key markets drive growth, margin
30/07/2014BANK OF INDIAQ1FY15 Result Update - Questions remain on asset quality
30/07/2014MPHASIS LTDQ1FY15 Result Update - Weakness persists, limited upside
30/07/2014BHARAT FORGE LTD.Q1FY15 Result Update - Richer product mix and export revenues drive profitability
30/07/2014PI INDUSTRIES LTD.Q1FY15 Result Update - Unique business model will continue to drive growth
30/07/2014UPL LTD.Q1FY15 Result Update - Balance sheet improvement continues; retain ‘BUY’
30/07/2014RANBAXY LABORATORIESQ1FY15 Result Update - Diovan to drive headline growth, margin
30/07/2014INFOSYS LIMITEDCompany Update - How Mr. Murthy transformed Infosys aptly for Dr. Sikka?
30/07/2014JK LAKSHMI CEMENT LTQ1FY15 Result Update - Well set to deliver
30/07/2014ITC LIMITED EQUITYQ1FY15 Result Update - Cigarette profit growth hard to sustain!
29/07/2014ASHOK LEYLANDQ1FY15 Result Update - Richer product mix leads to better-than-expected results
29/07/2014LARSEN & TOUBROQ1FY15 Result Update - Guidance maintained
29/07/2014BANK OF BARODAQ1FY15 Result Update - Stable performer!
28/07/2014HINDUSTAN UNILEVERQ1FY15 Result Update - Strategic compass delivers growth, outlook bright
28/07/2014PUNJAB NAT.BANKQ1FY15 Result Update - Some performance sanity in the quarter
28/07/2014PERSISTENT SYSTEMSQ1FY15 Result Update - Soft performance, Margin headwinds limit near term upside
25/07/2014GLENMARK PHARMACEUTIQ1FY15 Result Update - US led tepid quarter but new drugs to drive H2FY15E
25/07/2014COLGATE PALMOLIVE INQ1FY15 Result Update - Strong growth outlook despite slack volumes
25/07/2014KSB PUMPS LTD.Q2CY14 Result Update - Operating performance in line
25/07/2014SHRIRAM TRANSPORT FIQ1FY15 Result Update - Hopes pinned down to growth now!
24/07/2014AMBUJA CEMENT RAJASQ2CY14 Result Update - Remains the most unattractive stock in the lot
24/07/2014A C C LIMITED.Q2CY14 Result Update - Earnings mildly below expectation; outlook remains strong
24/07/2014WIPRO LTD.Q1FY15 Result Update - Tracking the year as per expectation, Retain ‘BUY’
24/07/2014COROMANDEL INTERNATQ1FY15 Result Update - Disappointing quarter
24/07/2014GEOMETRIC LIMITEDQ1FY15 Result Update - Improving business fundamental
23/07/2014ASIAN PAINTS LTDQ1FY15 Result Update - Picture perfect but for valuations!
23/07/2014AXIS BANK LTDReasonable performance; valuations still favourable
23/07/2014ABB INDIA LIMITEDQ2CY14 Result Update - Valuations demanding!!!
23/07/2014POLARIS FINANCIAL TEQ1FY15 Result Update - Portfolio rationalization to restrict upside, Retain ‘Accumulate’
23/07/2014ING VYSYA BANK LTDQ1FY14 Result Update - Soft quarter; but asset quality pain behind
23/07/2014CEAT LIMITED EQCEAT - Results below estimates; higher capex to impact cash flows - Downgrade to Reduce
24/07/2014YES BANK LTD.Q1FY15 Result Update - Stable quarter; But now getting serious
23/07/2014AUROBINDO PHARMACompany Update - Shortages in injectables to reduce shortfall in Cymbalta in FY15
23/07/2014EXIDE INDUSTRIES LTDQ1FY15 Result Update - Robust growth in industrial segment leads to top-line beat
22/07/2014KPIT TECHNOLOGIESQ1FY15 Result Update - Earnings troughed, improving operating metrics, Retain “BUY”
22/07/2014HEXAWARE TECHQ2CY14 Result Update - Margin headwinds to drag earnings; Retain ‘REDUCE’
22/07/2014ASIAN PAINTS LTDQ1FY15 Result Update - Picture perfect but for valuations!
22/07/2014H D F CQ1FY15 Result Update - Stable quarter but Risk-reward not as attractive
22/07/2014WABCO INDIA LTD.Q1FY15 Result Update - Higher OEM revenues lead to top-line beat
22/07/2014DISH TV INDIA LTDQ1FY15 Result Update - Good quarter; improving metrics to lead to re-rating
21/07/2014ULTRATECH CEMENT LTDQ1FY15 Result Update - One of the best candidates to play the strength in sector
21/07/2014H D F C BANKQ1FY15 Result Update - Mixed bag but premium valuations to sustain
21/07/2014HINDUSTAN ZINCQ1FY15 Result Update - Still lot of juice left
19/07/2014ZEE ENTERTAINMENT ENQ1FY15 Result Update - Decent quarter; near-term outlook weak
18/07/2014RALLIS INDIA LIMITEDQ1FY15 Result Update - Margins disappoint; Q2 remains the key
18/07/2014BAJAJ AUTO LIMITEDQ1FY15 Result Update - Lower three-wheeler export impacts profitability
18/07/2014WIPRO LTD.Event Update - ATCO deal – Strengthening Utility vertical
18/07/2014FEDERAL BANK LTD.Q1FY15 Result Update - Entering in a growth phase
17/07/2014SOUTH INDIAN BANK LTQ1FY15 Result Update - Profitability under pressure
17/07/2014TATA CONSULTANCY SERQ1FY15 Result Update - The juggernaut continues, Retain “BUY”
17/07/2014MINDTREE LIMITEDQ1FY15 Result Update - Another strong beat, Momentum to sustain - but in the price
17/07/2014CMC LIMITED EQUITYQ1FY15 Result Update - Weak quarter, Downgrade to ‘Reduce’ on valuation concerns
16/07/2014KOTAK MAHINDRA BANKQ1FY15 Result Update - Rich valuations still exceeding fundamentals
16/07/2014CUMMINS INDIA LTDAnnual Report Analysis - Building capacities, increasing exports baskets!
15/07/2014Sector Update - PharmaDMF: Dr Reddy’s, Cipla only exceptions in otherwise tepid filing
15/07/2014Sector Update - Automobiles2W - Scooters grow at 25.2%; Motorcycle volumes grow at 9.6%
21/07/2014Sector Update - PharmaDomestic Pharma: Volume drives 10% growth in June 2014
14/07/2014Sector Update - FertilisersJun’14 - Complex fert. sales down 8% YoY due to delayed monsoon
14/07/2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals gain 2-3%
10/07/2014Union Budget 2014-15Setting up for long-term growth
11/07/2014INFOSYS LIMITEDQ1FY15 Result Update - First Cut: Revenue soft, margin in-line after adjustment
10/07/2014ITC LIMITED EQUITYCompany Update - Is steep excise increase a new normal?
09/07/2014INDUSIND BANKQ1FY14 Result Update - Resilient performance - Banking on “Stage -3” cycle of growth
09/07/2014THERMAX LTDCompany Update - Annual Report Analysis – Focus on service & international business
08/07/2014Apr - Jun'14 Earnings PreviewAll eyes on Union Budget 2015; is it going to be prudent or populist?
03/07/2014VOLTAS LIMITEDVisit Update - Muted near-term outlook!
02/07/2014HINDUSTAN UNILEVERCompany Update - Near-term headwinds, long-term tailwinds
30/06/2014WABCO INDIA LTD.Company Update - Annual Report Analysis – Op. Cash Flow increases by 58% YoY
27/06/2014KPIT TECHNOLOGIESCompany Update - Earnings momentum to get stronger, Upgrade to “BUY”
25/06/2014DISH TV INDIA LTDCompany Report - Good times ahead - Phase-III/IV; improving B/S; FCFF generation
25/06/2014HINDUSTAN UNILEVERVisit Update - Demand remains elusive; premiumisation drive continues
25/06/2014PERSISTENT SYSTEMSCompany Update - A slow start to the year – Rich valuation to restrict upside
24/06/2014Sector Update - CementSector Update - In the early phase of a strong revival
24/06/2014LARSEN & TOUBROEvent Update - Canada Pension fund to invest in IDPL
24/06/2014MPHASIS LTDVisit Update - Weak quarter but an improved deal win & pipeline
20/06/2014SUN TV NETWORK LTD.Company Report - Dominant South player; to benefit from huge digitization potential
19/06/2014BAJAJ AUTO LIMITEDCompany Update - Annual Report Analysis – CF from operations increase by 66%
19/06/2014COAL INDIA LIMITEDMoEF modifies the norms to increase the coal production
17/06/2014Sector Update - PharmaPara-IV filings, Cases: Lupin's negative surprise in Truvada
16/06/2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals recover 4-5%
13/06/2014TATA CONSULTANCY SERAnalyst Meet Update – Momentum to get stronger, Upgrade to “BUY”
12/06/2014INFOSYS LIMITEDCompany Update – Dr. Sikka’s appointment – Our take on some concerns
12/06/2014INFOSYS LIMITEDCompany Update – Mr. Vishal Sikka appointed CEO, Mr. NRN to become Emeritus
11/06/2014Sector Update - Automobiles2W - Scooters grow at 34.5%; Motorcycle volumes grow at 11.7%
11/06/2014Sector Update - FertilisersMay’14 - Complex fertilisers sales increase 107% YoY on lower base
12/06/2014STEEL AUTHORITY OF IManagement Meet Update - Far from actual delivery
10/06/2014India Strategy & Top IdeasHigh expectations, feel good factor and confidence levels back
10/06/2014Sector Update - PharmaAll-round growth drives up IPM growth to 8.1%
10/06/2014MINDTREE LIMITEDAnalyst Meet Update - Sharpened focus on growth, but rich valuation
04/06/2014VOLTAS LIMITEDQ4FY14 Result Update - Strong show in UCP segment continues
04/06/2014KEC INTERNATIONAL LTManagement Meet Update - Margins to see steady improvement
03/06/2014AUROBINDO PHARMAQ4FY14 Result Update - Cymbalta continues to lead outperformance
02/06/2014TATA CHEMICALSQ4FY14 Result Update - Disappointing quarter; in transition mode...
02/06/2014Sector Update - CementSector Report - At the cusp of strong and sustainable recovery
02/06/2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
02/06/2014LARSEN & TOUBROQ4FY14 Result Update - Strong guidance, Upbeat outlook
02/06/2014INFOSYS LIMITEDCompany Update - Ex-SAP executive Sikka to be the new CEO – Media reports
02/06/2014COAL INDIA LIMITEDAnalyst Meet Update - Timely land acquisition and R&R, the sole drivers of growth
02/06/2014AXIS BANK LTDCompany Update - Annual Report Analysis – More granular & Less Risky!
31/05/2014MAHINDRA & MAHINDRAQ4FY14 Result Update - Results in line; Tractor segment performance commendable
31/05/2014POWER GRID CORPORATIONQ4FY14 Result Update - A Steady Quarter
30/05/2014SUN PHARMACEUTICAL IQ4FY14 Result Update - Surprise elements missing in Q4FY14
30/05/2014CROMPTON GREAVESQ4FY14 Result Update - International operations taking time to stabilise
30/05/2014CIPLA LTD.Q4FY14 Result Update - Management expects revival in H2FY15
30/05/2014TATA MOTORS LTDQ4FY14 Result Update - Capacity constraint at JLR in near-term; demand outlook strong
30/05/2014BHARAT HEAVY ELECTRIQ4FY14 Result Update - Another weak quarter
29/05/2014PIDILITE INDUSTRIESQ4FY14 Result Update - Long-term outlook intact; 4-7% EPS cut on higher VAM prices
29/05/2014HERO MOTOCORP LTD.Q4FY14 Result Update - Results above estimates; management commentary positive
29/05/2014COAL INDIA LIMITEDQ4FY14 Result Update - Innovative reforms ahead…will drive the growth above trend
29/05/2014JSW STEEL LTDQ4FY14 Result Update - Moving back to low RoE and high leverage investment spree
29/05/2014INFOSYS LIMITEDEvent Update - BG exits as the race to CEO nears finale
28/05/2014THERMAX LTDQ4FY14 Result Update - Stable performance in difficult environment
28/05/2014SUN PHARMACEUTICAL IEvent Update - Taro Q4FY14: Negative surprises allthrough
27/05/2014JUBILANT LIFE SCIENCQ4FY14 Result Update - Revival in PPES shows positive trend
27/05/2014BHARAT FORGE LTD.Q4FY14 Result Update - Commendable performance in a tough environment
27/05/2014MOTHERSON SUMI SYSEvent Update - Acquisition of Wiring Division of Stoneridge – A strategic fit
27/05/2014BRITANNIA INDUSTRIESQ4FY14 Result Update - Volumes impacted by slowdown; Margin expands
26/05/2014ENGINEERS INDIAQ4FY14 Result Update - Weak margin, outlook on inflow encouraging
26/05/2014ASHOK LEYLANDQ4FY14 Result Update - Valuations ahead of fundamentals
23/05/2014Sector Update-Information TechnologyAttrition: HR faux-pas or Stumbling growth?
23/05/2014Sector Update-PharmaNew P-IVs, DMFs get dipper in patent pool
23/05/2014STATE BANK OF INDIAQ4FY14 Result Update - Solid all round performance!
23/05/2014ITC LIMITED EQUITYQ4FY14 Result Update - In line performance, Cigarettes Volumes key going ahead
23/05/2014COLGATE PALMOLIVE INQ4FY14 Result Update - Competition to keep margins under check
23/05/2014CUMMINS INDIA LTDQ4FY14 Result Update - Strong ramp-up in LHP exports
22/05/2014PI INDUSTRIES LTD.Q4FY14 Result Update - Unique business model to drive growth
22/05/2014MOTHERSON SUMI SYSQ4FY14 Result Update - Strong performance by SMR; New orders enthuse confidence
21/05/2014ZEE ENTERTAINMENT ENQ4FY14 Result Update - Good quarter; near-term outlook weak
21/05/2014DHANUKA AGRITECH LTDQ4FY14 Result Update - Decent quarter; growth momentum likely to continue
21/05/2014WABCO INDIA LTD.Q4FY14 Result Update - Higher export revenue drags profitability
21/05/2014Sector Update-India FinancialsModified expectations - Playing for the long haul now!
20/05/2014ECLERX SERVICES LTDQ4FY14 Result Update -Revenue outlook weak, margin headwinds – Retain “REDUCE”
19/05/2014Sector Update - Capital GoodsWinds of change!!!
19/05/2014Sector Update-FertilisersApr’14 – Complex fertilisers sales increase 103% YoY on lower base
20/05/2014BALKRISHNA INDUSTRIEQ4FY14 Result Update - Results above estimates; outlook encouraging
19/05/2014JUBILANT FOODWORKSQ4FY14 Result Update - Worst might be over, geared to play recovery
19/05/2014Modi Sarkar - Where to investMarkets on a roll – Irrational price rise seen, stay with quality
19/05/2014CADILA HEALTHCARE LTQ4FY14 Result Update - Strong AG sales meets sales growth, spoils margin
16/05/2014Sector Update-Metals & MineralsCourt order to hit half of Odisha’s iron ore production
16/05/2014India StrategyEvent Update - Thumping victory to NDA, markets on a roll
16/05/2014BANK OF INDIAQ4FY14 Result Update - Perplexed on many asset quality issues; Reco UNDER REVIEW
15/05/2014BAJAJ AUTO LIMITEDQ4FY14 Result Update - Appreciating rupee to hurt profitability
15/05/2014DEEPAK FERTILIZERSQ4FY14 Result Update - Superb quarter
15/05/2014APOLLO TYRESQ4FY14 Result Update - Results above est; Downgrade to ‘Accumulate’ on fair valuations
15/05/2014MPHASIS LTDQ2FY14 Result Update - Heading for stability, growth to follow – Retain ‘Accumulate’
15/05/2014JINDAL STEEL & POWERAnalyst Meet Update - Banking on quality of operations and judicious capital allocation
15/05/2014TATA STEEL LIMITEDQ4FY14 Result Update - European operations disappoint
14/05/2014DR REDDY'S LABSQ4FY14 Result Update - Quality of portfolio to sustain short term headwind
14/05/2014BANK OF BARODAQ4FY14 Result Update - Superior asset quality but some of it in the price!
13/05/2014NIIT TECHNOLOGIES LTAnalyst Meet Update - Restructured for growth
14/05/2014TECH MAHINDRA LTDQ4FY14 Result Update - Revenue Momentum + Margin Lever = ‘BUY’
14/05/2014GUJARAT STATE FERTILQ4FY14 Result Update - In-line performance; valuations remain attractive
13/05/2014PUNJAB NAT.BANKQ4FY14 Result Update - Big miss on asset quality yet again!
13/05/2014NESTLE INDIA LIMITEDQ1CY14 Result Update - Recovery not in sight in the near term!
13/05/2014COROMANDEL INTERNATQ4FY14 Result Update - Reasonable valuations leave limited scope for re-rating
13/05/2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals decline by 4%
12/05/2014CHAMBAL FERTILISERSQ4FY14 Result Update - Valuations attractive but no near-term trigger
12/05/2014RANBAXY LABORATORIESQ4FY14 Result Update - ERRATA: Ranbaxy valuation shift to merger ratio
12/05/2014GLENMARK PHARMACEUTIQ4FY14 Result Update - Few approvals, provisions impact income
12/05/2014RANBAXY LABORATORIESQ4FY14 Result Update - Worst is yet to be over
12/05/2014Sector Update-AutomobilesSector Update - 2W - Scooters grow at 26.1%; Motorcycle volumes grow at 8.1%
07/05/2014Sector Update-Information TechnologyGuidance retained – Discretionary, Hiring: Few silver lines
09/05/2014Sector Update-Information TechnologySector Update - Rear View JFM-14: Improved deal closures and pipeline
13/05/2014India Strategy & Top IdeasMomentum with NDA; decisive mandate likely
09/05/2014NIIT TECHNOLOGIES LTQ4FY14 Result Update - Order book stronger, Margin bottomed – Retain “BUY”
08/05/2014LUPIN LTDQ4FY14 Result Update - US generics, low RM costs lead to margin surprise
08/05/2014UNION BANK OF INDIAQ4FY14 Result Update - Weak core performance but some positives at the margin!
06/05/2014ABB INDIA LIMITEDQ1CY14 Result Update - Valuations demanding!!!
06/05/2014H D F C BANKQ4FY14 Result Update - Stable quarter but Risk-reward not as attractive
05/05/2014KEC INTERNATIONAL LTQ4FY14 Result Update -Margin improvement on track
07/05/2014Earnings Guide Key Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
07/05/2014Sector Update-Private BanksLiving upto expectations !
30/04/2014KOTAK MAHINDRA BANKQ4FY14 Result Update - Nothing much to complain except for valuations!
30/04/2014JINDAL STEEL & POWERQ4FY14 Result Update - Massive expansion comes on stream
30/04/2014MARICO LIMITEDQ4FY14 Result Update - Double of high cost and slow demand at play
30/04/2014FEDERAL BANK LTD.Q4FY14 Result Update - B/S well positioned now; Risk-reward attractive, BUY
30/04/2014POLARIS FINANCIAL TEQ4FY14 Result Update -Soft quarter, steady improvement expected in FY15
29/04/2014SHRIRAM TRANSPORT FIQ4FY14 Result Update - Expect only a gradual recovery!
29/04/2014GEOMETRIC LIMITEDQ4FY14 Result Update - In-line operational performance, another quarter with one-offs
29/04/2014HEXAWARE TECHQ1CY14 Result Update - Missed expectation, Headwinds to persist; Retain ‘REDICE’
29/04/2014EXIDE INDUSTRIES LTDQ4FY14 Result Update - Strong revenue leads to profit beat
29/04/2014SIEMENS LTDQ2FY14 Result Update - Focusing on cost control
29/04/2014KPIT TECHNOLOGIESQ4FY14 Result Update - Beaten expectation, FY15 Guidance ambitious
28/04/2014HINDUSTAN UNILEVERQ4FY14 Result Update - Long term outlook bright; valuations expensive
28/04/2014SHREE CEMENT LTD.Q3FY14 Result Update - Scope yet for valuations to re-rate from hereon
28/04/2014IDFC LIMITEDQ4FY14 Result Update - Core remains weak; Lack of clarity on banking strategy surprises!
25/04/2014UPL LTD.Q4FY14 Result Update - Good quarter; debt reduction on track
25/04/2014ICICI BANK LTD EQQ4FY14 Result Update - Positive guidance but some of it in the price!
25/04/2014AXIS BANK LTDQ4FY14 Result Update - Strong performance; Valuations still reasonable; BUY
25/04/2014CUMMINS INDIA LTDCompany Update - Channel check - Genset market
25/04/2014MARUTI SUZUKI INDIAQ4FY14 Result Update - Performance marred by one-offs; Recovery ahead
25/04/2014ULTRATECH CEMENT LTDQ4FY14 Result Update - Valuations fairly capture the strong operational quality
25/04/2014A C C LIMITED.Q1CY14 Result Update - Earnings muted; attractively placed on valuations
25/04/2014AMBUJA CEMENTS LTDQ1CY14 Result Update - The least attractive stock in the entire lot…
24/04/2014MAHINDRA & MAHINDRAQ4FY14 Result Update - Surprise on many counts post the warning!
23/04/2014YES BANK LTD.Q4FY14 Result Update - Risk - Reward moderate now; Downgrade to ACCUMULATE!
23/04/2014RALLIS INDIA LIMITEDQ4FY14 Result Update - Growth revives, margins follow; outlook encouraging
23/04/2014WIPRO LTD.Company Update - Is bet on big-data going to be even bigger?
22/04/2014H D F C BANKQ4FY14 Result Update - Profitability levers at work; Premium valuations to sustain!
22/04/2014LIC HOUSING FINANCEQ4FY14 Result Update - Margins looking up again – Some more levers left!
21/04/2014PERSISTENT SYSTEMSQ4FY14 Result Update - Missed expectation, headwinds in H1 - Cut to “Accumulate”
21/04/2014TATA CONSULTANCY SEREvent Update - JV with Mitsubishi – Mission Japan
17/04/2014WIPRO LTD.Q4FY14 Result Update - Improved win-rate & pipeline + Margin lever = ‘BUY’
17/04/2014HCL TECHNOLOGYCompany Update - Accelerated investment to restrict upside, stay on sideline
17/04/2014HCL TECHNOLOGYQ3FY14 Result Update - First Cut: Mixed-bag, Decline in Repeat Business – A concern
16/04/2014TATA CONSULTANCY SERQ4FY14 Result Update - Another quarter of missed expectation, Retain “Accumulate”
16/04/2014MINDTREE LIMITEDQ4FY14 Result Update - Momentum to get stronger in FY15, Retain “BUY”
16/04/2014INDUSIND BANKQ4FY14 Result Update - Delivering well on PPOP - But is growth coming at higher risk?
16/04/2014Sector Update-Automobiles 2-Wheelers – Scooters outpace motorcycles with a growth of 23.2%
15/04/2014INFOSYS LIMITEDCompany Update - Investment for competitiveness, Retain “BUY”
15/04/2014THERMAX LTDEvent Update - Preparing for the next up cycle!
15/04/2014INFOSYS LIMITEDQ4FY14 Result Update - First Cut: Revenue soft, Margin uptick, and Guidance strong
15/04/2014VOLTAS LIMITEDVisit Update - Channel Check -MEP market
15/04/2014CMC LIMITED EQUITYQ4FY14 Result Update - Strong performance – One-off gain made it stronger
15/04/2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals stable
11/04/2014ZEE ENTERTAINMENT ENEvent Update - Mediapro to discontinue distribution of Zee/Star channels
11/04/2014Sector Update-FertlisersMar’14 – Complex fertiliser sales increase 6.5% YoY
10/04/2014Jan – Mar’14 Earnings PreviewAll eyes on Loksabha Elections, Fiscal issues on backburner, Rally of hope
09/04/2014SUN PHARMACEUTICAL IEvent Update - Sun acquires Ranbaxy--Gain size at a cost of margin premium
02/04/2014BLUE STAR LIMITEDVisit Update - Waiting for the economic revival
09/04/2014Sector Update-Information Technology H1-B cap reached – Could trigger onsite wage inflation?
07/04/2014Sector Update-India Financials ‘MODI’fied expectations - Pockets of relative value?
02/04/2014IDFC LIMITEDEvent Update - Bank License - Not much to lose, but not easy to gain either!
02/04/2014NESTLE INDIA LIMITEDAnalyst Meet Update - No shortcuts to fire up growth
02/04/2014Sector Update-India FinancialsBank Licenses Soon - Assessing ROE impact for LICHF/IDFC!
01/04/2014Sector Update-India FinancialsRajanomics at play again - Shot in the arm for PSUs!
01/04/2014RANBAXY LABORATORIESRanbaxy Laboratories - Nexium OTC not to impact Ranbaxy's FTF opportunity - Sell
01/04/2014Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
01/04/2014UPL LTD.UPL - Stake sale in SIPCAM is positive - BUY
31/03/2014Sector Update-Information TechnologyDemand healthy, but currency posses margin risk
18/03/2014Political Analysis of current situationOur synopsis of the views of Mr. Vinod Mehta- Indias foremost left-of-centre political analyst
18/03/2014Crimean Crisis : Geo-Political risks to marketsFraying 'Peace Dividend' and why global equity & oil markets better take note of Crimea's secession from Ukraine
12/03/2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 3-4%
10/03/2014India Strategy & Top IdeasGlobal growth, Elections  hold the key
06/03/2014Sector Update-PharmaPara-IV update: First ANDA(s) in Effient, Par Pharma sued
19/02/2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 6-8%
19/02/2014Sector Update-India Financials++ Corporate Health Check No material improvement in sight!
11/02/2014Sector Update-AutomobilesAuto Expo 2014 Celerio, Xcent and Scooters steal the show
11/02/2014India Strategy & Top Ideas2014, Challenging Period Ahead
10/02/2014Sector Update-Information TechnologyRear View OND-13: Optimism v/s Pragmatism
05/02/2014Sector Update-Information TechnologyCognizant: Misses expectation - Lower expectation a safer bet
03/02/2014Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
16/01/2014Sector Update-PharmaFirst P-IV filed: Treanda, Namenda XR, Bepreve, Prolensa
14/01/2014Sector Update-FertilisersDec13 - Complex fertiliser sales up 9% YoY
13/01/2014Sector Update-Automobiles2W - Scooters grow at 19.9%; Motorcycle volume grow at 2.5%
03/01/2014Sector Update-India Financials2014 Hope versus Reality!
02/01/2014Sector Update-Information TechnologyStrategic and Technology trends for the next cycle
01/01/2014India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
10/12/2013Sector Update-Automobiles2W - Scooters grow at 18.7%; Motorcycle volume grow at 3.3%
09/12/2013India Strategy & Top IdeasSentiments high, ahead of fundamentals
02/12/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
28/11/2013Sector Update-PharmaWockhardts loss = DRL and Sun Pharmas gain
22/11/2013Sector Update-Information TechnologyCY14 IT Budgeting: Beginning on a positive note
18/11/2013India Consumer"Is there a silver lining yet?"
18/11/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals flat
18/11/2013Sector Update-FertilisersOct13 - Complex fertiliser sales down 22%; urea down by 14% YoY
18/11/2013Sector Update-PowerH1FY14 Power Trading Update
14/11/2013Sector Update-Automobiles2W Scooters grow at 17.8%; Motorcycle volume grow at 3.6%
07/11/2013India Financials-Vol IDigging deep into US$50bn of Power/Large corporate debt
07/11/2013India Financials-Vol IIExtending our Deep dive to Commercial RE, Roads and Risky corporates
06/11/2013Sector Update-Information TechnologyRear View JAS-13: Great Expectations
05/11/2013Sector Update-Information TechnologyCognizant: Discretionary growth sticky, IT budget may see uptick
01/11/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
14/10/2013Sector Update-FertilisersSep13 - Complex fertiliser sales down 13%; urea up by 2.6% YoY
10/10/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals recover; up by 3-4%
25/09/2013Sector Update-Capital GoodsChannel Check - Middle East Markets
13/09/2013Sector Update-FertilisersAug13 - Complex fertiliser sales down 10%; urea up by 30% YoY
11/09/2013Sector Update-Capital GoodsThe wait gets longer!!!
06/09/2013Sector Update-PowerOpen Access takes a leap in FY13
05/09/2013India Strategy & Top IdeasIndian Markets Bracing for a likely Fiscal Wobble?
04/09/2013Sector Update-AutomobilesTwo Wheelers Ahead in the race
02/09/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
30/08/2013Sector Update-InfrastructureIndian Airports Turbulence ahead, need to fasten the belt
28/08/2013Sector Update-India ConsumerSailing in choppy waters
27/08/2013Sector Update-PowerA glimpse at the 5-year plans
22/08/2013Sector Update-Information TechnologyAttrition, Hiring and Utilization Not at perfect symmetry
19/08/2013Sector Update-India FinancialsShould you get tempted into a VALUE call?
12/08/2013India Strategy & Top IdeasIndian markets swirling between the headwinds of deteriorating macro-economy & fears of US Bond tapering ...
08/08/2013Sector Update-Information TechnologyRear View AMJ-13: A quarter of positive surprises
06/08/2013Sector Update-Information TechnologyCognizant: Guidance raised, Surprised on discretionary pick-up
01/08/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
22/07/2013Sector Update-Financial ServicesSmall ticket HFCs How sustainable is their funding advantage?
16/07/2013Sector Update-Capital GoodsMix Trends!!
15/07/2013Sector Update-Automobiles2W Motorcycle de-grew by 4.0%; Scooters grow at 14.3%
15/07/2013Sector Update-FertilisersJun13 - Complex fertiliser sales lower by 8%; urea up by 26% YoY
09/07/2013April-June 2013 Earnings PreviewWill Governments massive surge in investment approvals through twin force-multipliers of CCI & CCEA revive Indias Investment Cycle?
09/07/2013Sector Update-BanksGrowth Conundrum #1: Auto Loan growth - Why so high?
01/07/2013Sector Update-CementAnother quarter of weak recovery
25/06/2013Sector Update-PowerAP DISCOM Meeting demand at a price
19/06/2013Sector Update-Mumbai Real EstateSustaining well
19/06/2013Sector Update-Financial ServicesHousing Finance - Cyclical advantage - LICHF best placed
18/06/2013Sector Update-FertliserMay13 - Complex fertiliser sales decline by 63% YoY
17/06/2013Sector Update-PowerAPGENCO- Healthy operations, modest financials
12/06/2013Sector Update-AutomobilesCV Goods Segment: Rentals improve 1.5-2%; unlikely to sustain
11/06/2013Sector Update-PSU BanksAnnual Report Analysis More Red flags than Green
10/06/2013Sector Update-Financial ServicesNBFCs - RBI Visit Regulatory intensity coming off
07/06/2013Sector Update-India Agri-InputsGujarat Channel Checks / GSFC - Attractive valuations; maintain Accumulate
06/06/2013India Strategy & Top IdeasTwin concerns for the Indian markets- Impact of likely tapering of bond purchases by the Fed over the next few months FII-flow dependant economies like India and resurgence of fears of worsening CAD on Rupee, BOP & Macroeconomic stability
05/06/20135th June 2013 India StrategyMarkets at the Mercy of Macro Events
04/06/2013Sector Update-Financial ServicesLicence clarity:  NBFCs - NO regulatory forbearances
04/06/2013Sector Update-PowerExpect a plain sailing
04/06/2013Sector Update-BanksBank Licences Many Applicants - Probability v/s Possibility
03/06/20133rd June-India Earnings guideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
23/05/2013Sector Update-SteelActivity weakens in the peak months, Prices near YTD lows  
20/05/2013Sector Update-Financial ServicesRBI Visit-Dynamic provisions- Beware of "Low Credit cost" banks
17/05/2013Sector Update-FertilisersComplex fertiliser sales decline by 50%; urea up by 6% YoY
13/05/2013Sector Update-CementSeems short-term election demand, the only driver for sector
09/05/2013Sector Update-Power TradingGoing through thick and thin
08/05/2013Sector Update-Information TechnologyCognizant: Guidance strong, Visa Bill commentary encouraging
08/05/2013Sector Update-Financial ServicesCVs - Feedback from our Roadtrip - Living on Hope !
08/05/2013Sector Update-AutomobilesCV channel checks No improvement in sight
08/05/2013India Strategy & Top IdeasPLs views on the Economy, Markets and Top Picks
07/05/2013Sector Update-Private BanksH2FY13 inspiring, but moderate your return expectations!  
03/05/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
29/04/2013Sector Update-PowerBig cities...Bigger needs!!!
26/04/2013Sector Update-Financial ServicesCV Cycle CRISIL Concall Delinquencies likely to inch-up
25/04/2013Sector Update-AutomobilesHonda: A formidable competition Incumbents beware !!
18/04/2013Sector Update-India ConsumerShort term blip to provide entry in long term opportunity
17/04/2013Ajay Bodke's views on India Equity MarketsHow do the positives and negatives weigh for the Indian equity markets currently
15/04/2013Sector Update-India Financials-Asia FeedbackDefensives in favour; seeking value through beta private banks
12/04/2013Sector Update-Capital GoodsWeak ordering in a seasonally strong quarter
12/04/2013Sector Update-Automobiles2-Wheelers Motorcycle growth flat; Scooters buck the trend
11/04/2013Sector Update-Agri Products & ChemicalsUrea & Agrochemicals - Better play in the near term
10/04/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals drop 1.5-3%
10/04/2013Jan-March13 Earnings PreviewIndian Markets: In the crosshairs of  precariously perched politics, worrisome CAD and attempt to resuscitate investment cycle in the wake of Monetary Shock & Awe by Japan
20/03/2013Sector Update-Information TechnologyIMS: Is portfolio risk increasing?
12/03/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 2-3%
08/03/2013India Strategy & Top IdeasBenign global liquidity & supportive domestic policy environment ranged against galloping current account, large supply of paper and fair valuation. Upmove to be earnings-upgrade driven
06/03/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
06/03/2013Sector Update-Oil & GasExport parity pricing an unlikely proposition
06/03/2013Sector Update-NBFCsRisk-reward Favourable; MMFS/IDFC Top picks
06/03/2013Sector Update-CementPrice recovery fizzles out, Recovery in demand holds the key
01/03/2013Budget 2013-14Walking a tight rope amidst uncertain global environment and hoping for revival in growth
20/02/2013Sector Update-Capital GoodsJourney of thousand milesBegins with a single step
19/02/2013Sector Update-India Financials+++ Corporate Health Check No improvement in sight
19/02/2013Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters.
18/02/2013Sector Update-ConstructionDisappointment on all counts
11/02/2013Sector Update-PSU BanksOperating Metrics clearly a worry!
11/02/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals range bound in Jan'13
08/02/2013India Strategy & Top IdeasWill governments vigorous reforms-drive and spate in global liquidity trump twin deficit concerns?
08/02/2013Sector Update-Information TechnologyRear View OND-12: Showing early signs of recovery
06/02/2013Sector Update-BanksCDR pipeline coming-off but watch out non-CDR restructuring!
04/02/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
01/02/2013Sector Update-Financial ServicesDec-12: Sectoral credit trends - Services also moderating now
30/01/2013Sector Update-Mumbai Real EstateFestivities reflect in registrations
29/01/2013Sector Update-SteelRe-stocking driving the rally; Real demand remains fragile
25/01/2013Sector Update-CementPrices rise but real demand absent; High expectations raise risk
22/01/2013Sector Update-BanksRegulatory update - Don't ignore potential headwinds!
18/01/2013Sector Update-Oil & GasUpsides contingent on staying the course
14/01/2013Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters.
11/01/2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals  flat in Dec'12.
10/01/2013Sector Update-AutomobilesTwo Wheelers  Growth likely to slow down.
09/01/2013India Strategy and Top IdeasMarkets 5 Commandments - to policy makers for continued buoyancy amidst avalanche of global liquidity.
01/01/2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
21/12/201221st Dec-Sector Update-Oil & GasSupply side pressures to weigh on crude
19/12/201219th Dec-Sector Update- PSU BanksSome green shoots but don't get carried away!
14/12/201212th Dec-Sector Update-SteelBrief rally supported by low inventories across markets
13/12/201212th Dec-Sector Update-AutomobilesTwo Wheelers Growth likely to slow down
12/12/201211th Dec-Sector Update-AutomobilesCV Goods Segment: Truck Rentals slid 4-5%
07/12/20125th Dec-Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters
07/12/20125th Dec-India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy,accumulate,reduce or sell.
07/12/20125th Dec-India Strategy & Top IdeasCautiously optimistic. FDI hurdle cleared, now awaiting fiscal consolidation roadmap.
04/12/20123rd Dec-Sector Update-Financial servicesNBFCs - Analysing securitised pool performance
03/12/201230th Nov-Sector Update-AutomobilesCV Goods Segment: Truck Rentals plunge 4-5%
01/12/2012Oct-Dec 11 Earnings Preview MarketsAwaiting Delhi to deliver
30/11/201229th Nov-Sector Update-BanksCDR Feedback: Quality of new referrals deteriorating
29/11/201227th Nov-Sector Update-PharmaNew Pharma Pricing Policy-Will the uncertainty be over?
23/11/201222nd  Nov-Sector Update-CementCurrent weak prices, dampener for quarters earnings
21/11/201219th Nov-Sector Update-Capital GoodsOn hope we survive !!!
21/11/201220th Nov-Sector Update-Banks+++ Corporate Health Check ? A Mixed bag
19/11/201216th Nov-Sector Update- AutomobilesTwo - Wheelers Motorcycle segment stages a comeback
16/11/201212th Nov-Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve 3-4%
09/11/2012Nov 2012 - India Strategy & Top IdeasSupportive global liquidity , on going implementation of recently announced reforms, arresting concerns of fiscal slippage by curtailing subsidies and helping RBI to ease rates is the key for continued buoyancy  in the Indian markets
07/11/20125th Nov-Sector Update-PowerH1FY13 Power Trading-Update
06/11/20125th Nov-Sector Update-Financial ServicesStill remains a story of contrasting halves; Like Yes/MMFS
05/11/20122nd Nov-Sector Update-India Life InsuranceSep 12:Some moderation; bank led insurers continue to gain
02/11/20121st Nov-Sector Update-India Power UtilitiesH1FY13 - On the same turf!!!
31/10/201230th Oct-Sector Update-Mumbai Real EstatePre-festive slackness results in flattish trend
29/10/201226th Oct-Sector Update-Oil & GasHigh light distillate inventory to cap GRMs
26/10/201225th Oct-Sector Update-Capital GoodsForeign competition continues to be high
23/10/201222nd Oct-Sector Update-Capital GoodsKey takeaways from the PFC report on SEB financials for FY11
18/10/201217th Oct-Sector Update-AutomobilesTwo Wheelers - Growth likely to slowdown
12/10/201211th Oct-Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve 5-6%
09/10/2012Jul-Sept, 2012 Quarterly ResultsManmohans Tryst With Reforms - PM redeems his pledge
08/10/201221st Sept-Sector Update-CementPrices back in an uptrend mode
08/10/201221st Sept-Sector Update-Oil & GasStrength in rupee to keep a check on under-recoveries
08/10/201225th Sept-Sector Update-Banks- SEB restructuringOn expected lines;some clarity still needed
21/09/201210th Sept-Sector Update-AutomobilesCV Goods Segment:Truck Rentals decline 3-4%
21/09/201214th Sept-Sector Update-Oil & GasSubsidy sharing still the bigger issue
21/09/201217th Sept-India StrategyImpact of reforms from the government and RBI's credit policy
14/09/201210th Sept- Post Conference Update on FinancialsA story of contracting halves
13/09/201210th Sept- India Strategy & Top IdeasIndian Markets: Supportive Global Liquidity, slowing economy and no-movement on reforms but not-so-expensive valuations
04/09/20123rd Sept-Sector Update-InfrastructureIndian Airports-An update on Passenger traffic Growth,Air Traffic Movement,Cargo/Freight reports de-growth & How has privatization fared
30/08/201229th Aug-Sector Update-AutomobilesTwo Wheelers Growth likely to slowdown
24/08/201223rd Aug-Sector Update-Oil & GasStrength in refining margins unlikely to sustain
23/08/201221st Aug-Sector Update-Capital GoodsLearning to live with uncertainty!!!
23/08/201221st Aug-Sector Update-Mumbai Real EstateWeakness in lease registrations sets in
23/08/201221st Aug-Sector Update-ConstructionHealthy order inflow as against pale earnings
14/08/201210th Aug Sector Update Information TechnologyWeakness bottoming but dont expect hockey-stick recovery
10/08/20128th Aug - Infrastructure Sector UpdateThe report highlights ordering activity levels in Infrastructure
08/08/20126th August India StrategyIn an environment of In an environment of synchronized global slowdown, India awaits reforms
07/08/20121st August  - Sector Update PSU BanksDeficient Monsoons: Analysing spread of rural branches
24/07/201220th July Sector Update-Oil & GasCrude Rebounds, LNG prices decline
24/07/201220th July Sector Update Real EstateThe New Maharashtra Housing Act A step forward
24/07/201221st July Sector Update Financial servicesFinal PSL guidelines-Relief for banks, more so for NBFCs
24/07/201223rd July Sector Update India Agri ProductsAgrochemical Channel Checks
18/07/201217th July Sector Update -FertilizerWe expect the demand of non urea fertilizer to see further contraction in the short term
12/07/201211th July Automobiles Sector UpdateCV Goods Segment Truck Rentals continue to decline
09/07/20129th July -Apr-Jun,12 Quarterly ResultsHope Returns-In reformist triumvirate, we trust.
28/06/201226th June - Automobile's Sector Update (Report)Tyre Companies-Profitability set to improve
20/06/201218th June Sector UpdateCDR Roundtable: Not good but not too bad either
13/06/20126th June India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy,accumulate,reduce or sell.
13/06/201211th June Mid-Cap Pulse The Impregnable BrandHighlights Leveraging brand, strongly expanding retail presence Upwards trajectory post restructuring Moving towards and asset-light model
07/06/20124th June - India Financials Bank Ahead ReportIncludes features like Growth Monitor; RBI balance-sheet and PL liquidity monitor; Rates Monitor; Relative Trade Monitor
07/06/20125th June Event Update - Pantaloon Retail IndiaFCH Warburg deal, De-leveraging deals to bring down core retail debt by Rs22bn, Recent deals to bring in interest costs saving of Rs700m
06/06/20121st June Management Meet Update - SBI10 key investor queries answered by the management
07/05/20127th May 2013 India StrategyMarket at crossroads
05/05/201217th April Banks Sector UpdatesThe moderation in auto loan growth could continue into FY13 (v/s FY10/11 levels) and with slowing infra sanctions, we expect 15% overall credit growth in FY13. Moderate loan growth is not a bad outcome as resource mobilisation and base money creation has also been slow and coupled with high government borrowing, high growth could lead to tighter liquidity environment. With retail asset quality expected to remain robust, we believe valuations of retail banks already factor a positive outcome
05/05/201225th April Wipro Events UpdatesAcquiring Australian Analytics (Promax Applications Group)
05/05/20123rd May India Financials Bank Ahead ReportIncludes features like Growth Monitor; RBI balance-sheet and PL liquidity monitor; Rates Monitor; Relative Trade Monitor
05/05/20124th May Marico Results UpdateMarico is benefitting from expansion in rural reach as well as share gains in Coconut and Value Added Hair oils. Sustenance of volume growth in core categories and good NPD funnel are key investment positives. Correction in Copra will act as good tailwind for FY13 earnings.