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Torrent Pharmaceuticals (Q3 FY15)

India Infoline Research Team | Mumbai | January 31, 2015 11:59 IST

Torrent Pharma reported disappointing results with miss on revenues, EBIDTA margin and PAT. Revenues declined 4% qoq and grew 15.1% on yoy basis vs our estimate of +2.6% qoq and 23.1% yoy and included Elder Pharmas acquired brands.

Dr Reddys Laboratories (Q3 FY15)

India Infoline Research Team | Mumbai | January 31, 2015 11:49 IST

Dr Reddys reported a strong set of results with Q3 revenues up 7.1% qoq vs our estimate of 3.9% qoq driven by 9.8% qoq rise in generics while PSAI segment declined 4.4% qoq.

Coal India Ltd.: Riding on the reform cycle BUY

India Infoline Research Team | Mumbai | January 30, 2015 11:45 IST

We believe most of the negatives are already factored in the current price or have turned positive for the company.

Granules India (Q3 FY15)

India Infoline Research Team | Mumbai | January 30, 2015 11:41 IST

Granules India reported topline growth of 3.9% qoq vs our estimate of 6.6% qoq with share of finished dosages at 42% in standalone sales.

Titan Company Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | January 30, 2015 11:36 IST

Titans revenues stood at Rs29.2bn versus Rs26.8bn in Q3 FY14 better than our estimate of Rs27.2bn. This was achieved due to healthy growth in jewellery segment even as revenue from watch segment declined 2% yoy.

Idea Cellular (Q3 FY15)

India Infoline Research Team | Mumbai | January 29, 2015 11:30 IST

Idea Q3 FY15 revenues at +5.9% qoq yet again beat our estimate of 5.3% driven by seasonally strong traction in traffic and 170bps qoq rise in data share.

United Spirits (Q3 FY15)

India Infoline Research Team | Mumbai | January 29, 2015 11:23 IST

United Sprits reported gross sales growth of 7.5% yoy even as ~200bps higher excise duty led to muted 2.3% yoy rise in net sales.

Maruti Suzuki (Q3 FY15)

India Infoline Research Team | Mumbai | January 29, 2015 11:18 IST

During Q3 FY15, OPM for MSIL came in 12.7% an increase of 23bps yoy and 30bps qoq. Margins were in line with our expectations.

Colgate-Palmolive (India) (Q3 FY15)

India Infoline Research Team | Mumbai | January 29, 2015 11:12 IST

Colgate has witnessed significant volume market share gains of 80bps yoy at 56.7% in toothpaste category during Jan-Dec14.

Biocon (Q3 FY15)

India Infoline News Service | Mumbai | January 28, 2015 11:28 IST

Biocon owns a promising portfolio but given the higher risks in biosimilars compared to small molecules and lack of near term triggers has led to stock derating over the past several months.

Cadila Healthcare: A healthy option BUY

India Infoline Research Team | Mumbai | January 27, 2015 11:47 IST

Cadila Healthcare is poised to accelerate earnings with ~30% EPS cagr over FY15-17E driven by robust traction in US generics, revival of domestic growth and margin expansion from c19.2% in H1 FY15 to ~22% in FY17.

Cairn India (Q3 FY15)

India Infoline Research Team | Mumbai | January 27, 2015 11:23 IST

Cairn India saw an increase in production at its Rajasthan field by 11% yoy but witnessed a decline of 2.9% on yoy basis.

ITC (Q3 FY15)

India Infoline Research Team | Mumbai | January 23, 2015 11:02 IST

ITC recorded muted ~2% yoy revenue growth at Rs88bn during Q3 FY15 below our expectations of Rs96bn mainly due flat growth witnessed by core cigarette segment at Rs41.4bn.

Corporation Bank: Bank for a swift upmove BUY

India Infoline Research Team | Mumbai | January 22, 2015 18:16 IST

Corporation Bank bullish implications are well in place. It also indicates that the rally is in the middle phase and provides decent opportunity on the upside.

Can Fin Homes Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | January 22, 2015 10:57 IST

CHF expects loan book to cross Rs83bn by the end of the fiscal and intends to grow by 30-35% in the next couple of years on an increasing base.

Symphony Ltd (Q2 FY15)

India Infoline Research Team | Mumbai | January 22, 2015 10:46 IST

Inspite of the approaching winter season, Symphony was able to achieve robust volume growth of 27.4% yoy during the quarter.

Hindustan Zinc Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | January 22, 2015 10:32 IST

HZLs topline of Rs38.5bn was lower than expected due to lower than expected refined metal volumes.

Mindtree Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | January 22, 2015 10:17 IST

Mindtrees operating margin performance was much better than our expectation; OPM improved by material 70bps v/s our estimate of 30bps contraction.

Sobha Limited: Breakout Play BUY

India Infoline Research Team | Mumbai | January 21, 2015 17:22 IST

After a sharp decline from the peak of Rs1,060 in October 2007 to a low of Rs61 in January 2009, the stock went through a process of gradual recovery.

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Reports

Another day, another high

India Infoline News Service / 09:04, Jan 22, 2015

The outlook is a flat start. The market will look to scale to new peaks though not much effort is needed for the same. HUL saw a rally and short-covering may have pulled it up further. Speculation is on that its parent will raise stake through an open offer. After the cooling in oil prices, Cairn results will be in focus.

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