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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%.

Mindtree Ltd. (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:42 IST

Mindtree's operating margin performance was slightly better than our expectation; OPM declined only by 25bps v/s our estimate of 50bps.

Bajaj Finance Co (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:33 IST

Bajaj Finance's AUM growth stood much higher than our estimate at 41% yoy with growth acceleration continuing for the fourth consecutive quarter.

Bajaj Auto (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:19 IST

Bajaj Auto Q2 FY15 revenues were at Rs56.5bn a growth of 15.2% yoy and 13.5% qoq.

Reliance Industries (Q2 FY15)

India Infoline Research Team  | Mumbai October 16, 2014 12:30 IST

KG-D6 gas production continued to fall and during Q2 FY15, the production averaged 12.8mmscmd as compared to 13.2mmscmd in Q1 FY15.

Indusind Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 16, 2014 12:23 IST

IndusInd Bank's loan growth moderated in-line with our expectation to 22% yoy driven by sustained slowdown in Consumer Financing (CF) segment which grew by muted 7% yoy.

SKS Microfinance Ltd - BUY

India Infoline Research Team  | Mumbai October 14, 2014 14:57 IST

As we expect existing operating assets to drive bulk of the incremental asset growth in coming years, operating cost/AUM ratio should fall quite significantly.

Infosys Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 14, 2014 14:38 IST

Growth in BPO business and PPS (products, platforms and services) was disappointing for third successive quarter at 0.5% qoq and 0.1% qoq respectively.

Bajaj Electricals Ltd - BUY

India Infoline Research Team  | Mumbai October 11, 2014 15:19 IST

Consumer and lighting segment witnessed lower growth due to weak demand in some products and demand slowdown.

KEC International Ltd - BUY

India Infoline Research Team  | Mumbai October 11, 2014 15:09 IST

KEC's order book at the end of Q1 FY15 stood at Rs103bn, up 2.7% yoy, with BTB of 1.3x.

Q2 FY15 Results Preview

India Infoline Research Team  | Mumbai October 11, 2014 11:46 IST

Q2 FY15 Results Preview

Biocon Limited - BUY

India Infoline Research Team  | Mumbai October 07, 2014 15:47 IST

Biocon is looking to move up the value chain from APIs to finished dosages and has forayed in to the US generics market with its first set of ANDAs filings.

IIFL Mid-Cap Roadshow: Technocraft Industries

India Infoline Research Team  | Mumbai September 24, 2014 18:25 IST

Healthy return ratios with FY14 RoE/RoCE at ~17-20%

IIFL Mid-Cap Roadshow: Sunil Hitech Engineers

India Infoline Research Team  | Mumbai September 24, 2014 18:23 IST

Margins are expected to improve from current levels as the company is not bidding in projects with margins lower than 10%.

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