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May 22, 2013
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14:51
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| Apollo Hospitals (Q4 FY13) |
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India Infoline Research Team/14:51,May 22,2013
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The growth in hospital segment was muted due to extended weekend holidays during the quarter leading to lower inpatient volumes...
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May 21, 2013
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16:08
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| India Cements (Q4 FY13) |
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India Infoline Research Team/16:08,May 21,2013
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India Cements (ICL) Q4 topline grew by ~7% yoy at 12bn, below our estimate of Rs12.6bn; volumes jumped ~2% yoy and average realisation improved ~4% yoy
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16:05
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| Motherson Sumi (Q4 FY13) |
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India Infoline Research Team/16:05,May 21,2013
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Motherson Sumi (MSSL) reported a good set of numbers for the quarter gone by, wherein its consolidated topline grew by 3.7% yoy, and operating profit expanded 33.2% yoy...
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15:44
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| ITC Ltd (Q4 FY13) |
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India Infoline Research Team/15:44,May 21,2013
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ITC reported 19% yoy increase in revenues at Rs81.8bn (above our expectations of Rs81.2bn) during Q4 FY13 driven by ~11% yoy growth in core cigarettes segment. ..
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May 16, 2013
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14:38
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| United Spirits (Q4 FY13) |
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India Infoline Research Team/14:38,May 16,2013
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We downgrade the stock to Market Performer but retain 9-12 mth price target of Rs2,150...
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May 15, 2013
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11:05
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| Dr Reddy’s (Q4 FY13) |
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India Infoline Research Team/11:05,May 15,2013
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Revenue growth of 25.6% yoy to Rs33.4bn was ahead of our expectation by 10%. Revenues from Global Generics segment grew by 22.7% yoy to Rs22.6bn, wherein North America grew by 30.7% even on a higher b..
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10:59
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| Nestle India Ltd (Q1 CY13) |
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India Infoline Research Team/10:59,May 15,2013
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Operating margins expanded by 140bps to 23.7% partly aided by lower overhead cost. Raw material cost as percentage of net sales declined by 65bps largely due to higher sales realizations, partially of..
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May 14, 2013
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16:08
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| Reliance Communications (Q4 FY13) |
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India Infoline Research Team/16:08,May 14,2013
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Gross wireless revenue growth at 2.5% qoq was better than expected on the back of 2.3% increase in total MOUs combined with 0.2% qoq increase in RPM while wireless churn too declined as was the case w..
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12:32
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| Dena Bank (Q4 FY13) |
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India Infoline Research Team/12:32,May 14,2013
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Dena Bank’s gross advances grew by 5.4% qoq/16.3% yoy, far below our expectation. As expected, the growth was largely driven by MSME segment (12.6% qoq/28.7% yoy). ..
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12:30
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| Amara Raja (Q4 FY13) |
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India Infoline Research Team/12:30,May 14,2013
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A robust topline was recorded on back of double digit growth recorded in both automotive battery business and industrial battery segments. Despite a weak macro situation, automotive battery volumes g..
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May 13, 2013
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16:58
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| Apollo Tyres (Q4 FY13) |
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India Infoline Research Team/16:58,May 13,2013
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Slowdown in demand from truck tyres resulted into drop in capacity utilization levels for the company to 75%. Decline of average cost of natural rubber for Q4 FY13 by ~14% on yoy basis led to OPM expa..
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16:55
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| Balrampur Chini Mills (Q4 FY13) |
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India Infoline Research Team/16:55,May 13,2013
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Higher cane SAP led to jump in RM costs yoy and correspondent fall in OPM to 16.6% vs 33.5% a year ago..
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16:52
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| NTPC (Q4 FY13) – BUY |
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India Infoline Research Team/16:52,May 13,2013
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Surprisingly even PLF improved 2.8% points sequentially to 86.9%; though down 4.2% points yoy..
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May 10, 2013
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16:04
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| Ranbaxy Laboratories (Q1 CY13) |
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India Infoline Research Team/16:04,May 10,2013
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Overall, sales grew in most emerging markets including India (+11%), EU, CIS (+23.3%), Africa and Middle East (+22.4%)..
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15:56
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| Union Bank of India (Q4 FY13) |
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India Infoline Research Team/15:56,May 10,2013
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The strong growth was driven by corporate (14.9% qoq) and SME (10.5% yoy) segments...
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May 09, 2013
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18:06
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| Glenmark Pharmaceuticals (Q4 FY13) |
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India Infoline Research Team/18:06,May 09,2013
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Amongst geographies in specialty segment, India registered strong growth of 32.4% and led most of the out-performance, Latin America revenues grew by 4.7% and Europe climbed up by 25.2% after register..
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14:28
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| Talwalkars Better Value Fitness (Q4 FY13) |
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India Infoline Research Team/14:28,May 09,2013
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PAT jumped 27% yoy led by robust EBIDTA growth (+33% yoy) and lower interest costs (-24.6% yoy) due to better treasury management and deployment of QIP funds to reduce interest expenses..
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May 08, 2013
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11:25
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| Shriram Transport Finance Co (Q4 FY13) |
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India Infoline Research Team/11:25,May 08,2013
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We believe STFC is well equipped to deal with near-term challenges around growth and asset quality. Retain BUY with a 9-month price target of Rs839...
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09:37
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| Allahabad Bank (Q4 FY13) |
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India Infoline Research Team/09:37,May 08,2013
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Reduce 9-month target price to Rs130 and downgrade the rating to Market Performer. ..
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May 06, 2013
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17:23
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| Marico (Q4 FY13) |
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India Infoline Research Team/17:23,May 06,2013
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Coconut oil segment witnessed slower growth mainly due to increased price premium compared to loose hair oils. Marico has taken some price cuts to lower the premium and expects the growth to be back o..
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