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VRL Logistics Ltd: Fast mover Subscribe

India Infoline Research Team | Mumbai | April 15, 2015 15:44 IST

VRL Logistics Ltd is Indias leading surface logistics and parcel delivery company with one of the largest fleet size of ~4000 goods transport vehicle.

Q4 FY15 Results Preview

India Infoline News Service | Mumbai | April 13, 2015 14:25 IST

Unseasonal rainfall during Q4 FY15 damaged standing rabi-crop, adversely affecting rabi yields. The main rabi crops such as wheat, oilseeds, pulses and many vegetables and fruits have been worst affected. As a sowing acreages reduced agrochemical demand plummeted during the month of March. We forecast ~4-6% volume growth.

Manappuram Finance Ltd. BUY

India Infoline Research Team | Mumbai | April 10, 2015 12:22 IST

Manappuram Finances (MFL) business growth has been reviving since the start of FY15.

Insecticides (India) Ltd: Operating leverage at play, compelling valuation BUY

India Infoline Research Team | Mumbai | April 09, 2015 10:23 IST

Last year, the company entered into bio-product segment by launching Mycoraja, a mycorrhiza-based nutrient activating bio-fertilizer.

Rural Electrification Corporation: Attractive Risk-Reward - BUY

India Infoline Research Team | Mumbai | April 09, 2015 10:14 IST

REC having Rs170,000cr of loan assets, well distributed between generation and T&D segments, is likely to witness a pick-up in disbursements and asset growth over the coming three years.

BHEL FY15 provisional results - Reduce

India Infoline Research Team | Mumbai | April 08, 2015 12:22 IST

BHEL has declined sharply over the last few days on expectations that the government would sell its 5% stake via the OFS route.

Telecom: Auctions over; focus now on execution

India Infoline Research Team | Mumbai | April 08, 2015 12:08 IST

As expected, incumbent telecom operators bid aggressively in the recently concluded auctions with Bharti and Idea successfully retaining their holdings in the 900MHz spectrum.

Mahindra & Mahindra Finance: Waiting for good times! - Accumulate

India Infoline Research Team | Mumbai | April 08, 2015 12:03 IST

The market situation is unlikely to change for MMFS in the next 2-3 quarters with broad-based weakness in the rural economy. So in the near term, AUM growth is expected to decelerate further.

Dishman Pharmaceuticals BUY

India Infoline Research Team | Mumbai | March 13, 2015 12:07 IST

Dishman has consciously changed strategy and widened its customer base for India CRAMS business which would account for ~23% of consolidated FY15E revenues.

Sintex - Store for future! - BUY

India Infoline Research Team | Mumbai | March 12, 2015 16:37 IST

Sintex continues to remain in the long term uptrend as it has made higher highs and higher lows since 2014.

Power Finance Corporation: Expect re-rating with revival in power sector - BUY

India Infoline Research Team | Mumbai | March 09, 2015 11:50 IST

PFC is trading at an undemanding valuation of 1x FY17E P/ABV owing to perceived concerns around its asset quality and regulatory uncertainties.

Yes Bank - BUY

India Infoline Research Team | Mumbai | March 05, 2015 10:08 IST

Over the past three quarters, Yes Banks customer assets growth has picked up materially, asset mix has improved and share of savings and branch banking deposits has increased.

Orient Cement Ltd - BUY

India Infoline Research Team | Mumbai | March 04, 2015 17:48 IST

Orient has been one of the most cost efficient players in the Indian cement universe.

Auto volume update - February 2015

India Infoline Research Team | Mumbai | March 04, 2015 17:42 IST

During February 2015, two wheeler manufacturers saw weakness in motorcycle sales with Bajaj Auto leading the lot with a 20.9% yoy slump in its total motorcycle sales.

Telecom: All eyes on auctions

India Infoline Research Team | Mumbai | March 04, 2015 17:36 IST

Telecom companies are set for aggressive bidding in the upcoming auctions for 800, 900, 1800 and 2100MHz bands if one goes by the earnest money deposited by eight operators.

Union Budget 2015-16: Balancing Act

India Infoline News Service | Mumbai | February 28, 2015 20:23 IST

The finance minister has delivered a practical budget that addresses many crucial areas topping the government agenda. The Budget would please rating agencies given its visibly significant control over the twin deficits and inflation with growth targeted at 8-8.5%. The GAAR applicability deferment by two years and the commitment to prospective taxation would certainly win the confidence of foreign investors.

Glenmark Pharmaceuticals: Poised for recovery BUY

India Infoline Research Team | Mumbai | February 28, 2015 16:15 IST

Glenmark has highlighted two FTFs where it has the sole exclusivity of which Azelaic Acid launch is dependent on court verdict expected in June 2015.

Union Budget Preview 2015-16: Laying the Cornerstone

India Infoline Research Team | Mumbai | February 26, 2015 15:30 IST

The Union Budget 2016 would be a growth enabler, as well as one that adheres to the path of fiscal consolidation.

Express Idea: Colgate BUY

India Infoline Research Team | Mumbai | February 25, 2015 15:54 IST

Colgate continues to dominate the oral care industry with strong 50%+ market share despite increased competition in the oral care space.

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Recent Reports

Lower product prices put pressure on earnings

India Infoline Research Team / 14:59, May 20, 2015

GPIL reported 13.5% yoy decline in operating profit as the impact of higher volumes was offset by lower product prices

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