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Nestle India (Q3 CY14)

India Infoline Research Team  | Mumbai October 30, 2014 17:49 IST

Nestle matched our revenue expectations by recording ~9% yoy growth at Rs25.6bn during Q3 CY14.

Bharti Infratel (Q2 FY15)

India Infoline Research Team  | Mumbai October 30, 2014 17:45 IST

Bharti Infratel reported yet another steady quarter of growth with revenue increase of 3.1% qoq and 9.2% yoy compared to our estimate of +1.6% qoq and +7.6% yoy.

Lupin (Q2 FY15)

India Infoline Research Team  | Mumbai October 30, 2014 17:21 IST

Lupin reported a subdued quarter on sequential basis on the back of a stellar Q1 as revenues declined 5% qoq (+~19% yoy) vs our estimate of +0.2% qoq and 25.4% yoy.

Indiabulls Housing Finance (Q2 FY15)

India Infoline Research Team  | Mumbai October 29, 2014 16:56 IST

Indiabulls Housing Finance's loan assets growth accelerated from 14% yoy at the end of Q1 FY15 to 18% yoy in Q2 FY15.

Hindustan Unilever (Q2 FY15)

India Infoline Research Team  | Mumbai October 29, 2014 16:51 IST

Soaps and Detergents segment EBIT margins contracted by 40bps at 13.6% while Personal product segment margins expanded by 160bps to 24.4% on a low base.

Wipro Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 28, 2014 15:47 IST

Wipro reported an in-line constant currency (CC) dollar revenue growth in its IT services segment of 3% qoq.

JSW Steel (Q2 FY15)

India Infoline Research Team  | Mumbai October 28, 2014 15:11 IST

JSW Steel managed to register a growth of 7% yoy on the back of superior product mix and higher than expected sales volume.

Kotak Mahindra Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 28, 2014 15:07 IST

Kotak Prime's customer assets growth improved to 11% yoy on the back of growth acceleration in car financing portfolio (74% of loan assets) which expanded by 6% yoy.

Punjab National Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 27, 2014 11:22 IST

PNB's domestic loan growth further moderated to 10% yoy from 13% yoy in Q1 FY15. Impacted by weak credit demand, large corporate portfolio de-grew by 3% yoy; growth further moderated in infra lending to 6% yoy.

HDFC Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 27, 2014 11:18 IST

HDFC Bank delivered a loan growth of 22% yoy representing a slight improvement over the previous quarter. Growth in Retail loans segment improved to 10% yoy (7% yoy in Q1 FY15) which was heartening.

United Spirits (Q1 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:38 IST

United Spirits Q1 FY15 results showed topline/margin weakness with net revenue decline of 11% yoy (gross sales down 4.1% yoy).

Hindustan Zinc Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:35 IST

HZL managed to raise its mined metal output in Q2 FY15 after registering weak numbers in Q1 FY15.

Alembic Pharma (Q2 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:31 IST

Alembic pharma printed lower than expected revenue growth of 10.7% qoq and 12.5% yoy (est +15.3% qoq/16.4% yoy).

Hero Motocorp (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 16:53 IST

HMCL reported an OPM of 13.5% in Q2 FY15 was in line with our expectations. OPM fell 102bps yoy while it remained flat sequentially.

HCL Tech (Q1 F6/15)

India Infoline Research Team  | Mumbai October 21, 2014 16:42 IST

Regionally, while growth in Europe was muted at 2.7% qoq, US grew at a robust pace of 5.7% qoq.

Axis Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 16:38 IST

Overall loan growth at 20% yoy was higher than our expectation of 17% yoy. Sequential growth in the book stood at healthy 5% in what generally has been a seasonally weak quarter for the bank.

Ultratech Cement Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 15:56 IST

Operating margins for ACC stood at 16.2% a contraction of 230bps qoq despite of a realization jump.

TCS Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 20, 2014 11:32 IST

In line with expectations, TCS delivered a robust organic volume growth of 6.1% qoq which comes on the back of significant 5.7% qoq volume growth in the previous quarter.

Cyient Ltd. (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:48 IST

Q2 FY15 was an operationally very strong quarter for Cyient leading us to upgrade our FY15/16 earnings estimates by 6%/10%.

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