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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%.

IIFL Mid-Cap Roadshow: Solar Industries

India Infoline Research Team  | Mumbai September 24, 2014 18:19 IST

The overall demand in the country is approximately 750,000MT. Solar Industries, with a sustained outperformance to the industry, has seen a steady increase in market share and currently it has a 30% share in the domestic market.

IIFL Mid-Cap Roadshow: PTC India Financial

India Infoline Research Team  | Mumbai September 24, 2014 18:16 IST

PFS is confident of sustaining incremental spreads at 4-4.25% in the long run. It does not see competition impacting spreads in any meaningful way.

IIFL Mid-Cap Roadshow: Prime Focus

India Infoline Research Team  | Mumbai September 24, 2014 18:12 IST

The merger with Reliance Mediaworks brings relationships in Hollywood (Reliance owns a stake in Dreamworks) as well as substantial back-end infrastructure for the Bollywood business.

IIFL Mid-Cap Roadshow: Magma Fincorp

India Infoline News Service  | Mumbai September 24, 2014 18:08 IST

Loan asset mix to continue would move towards higher yielding products.

IIFL Mid-Cap Roadshow: Dhanuka Agritech Ltd

India Infoline Research Team  | Mumbai September 24, 2014 17:59 IST

Supported by strong product pipeline and increasing consumption of pesticides in India, the management remains confident of achieving minimum 20% revenue CAGR in next three years.

IIFL Mid-Cap Roadshow: Bodal Chemicals

India Infoline Research Team  | Mumbai September 24, 2014 17:51 IST

The companys financials have recorded sharp improvement in FY14 and 1H FY15. Revenues jumped 83% yoy in FY14 and EBITDA margin increased from 4% to nearly 20%.

IIFL Mid-Cap Roadshow: Allcargo Logistics Ltd

India Infoline Research Team  | Mumbai September 24, 2014 17:28 IST

The management is highly focused on becoming debt free in next two years. Currently, total debt stands at Rs900crs of which Rs550crs is foreign currency debt.

Strides Arcolab - BUY

India Infoline News Service  | Mumbai September 17, 2014 10:30 IST

Institutional business was under pressure in Q1 due to nil sales in malaria and slight decline in HIV business.

Indian Hume Pipes Co - BUY

India Infoline Research Team  | Mumbai September 17, 2014 10:15 IST

IHP has managed to report revenue CAGR of 27% and profit CAGR of 24% even during the slowdown of FY12-14.

HPCL: Fuelled for growth - BUY

India Infoline Research Team  | Mumbai September 17, 2014 10:08 IST

In late-2013, HPCL started the long road to recovery as it gradually moved higher from the low of Rs150.

IPCA Laboratories BUY

India Infoline Research Team  | Mumbai September 15, 2014 15:55 IST

IPCA had voluntarily suspended API exports to US (~9% of sales) following certain observations from US FDA at its Ratlam facility in July 2014.

TVS Srichakra BUY

India Infoline Research Team  | Mumbai September 15, 2014 15:45 IST

During FY14, TVS Srichakra refreshed its strategy for the aftermarket segment wherein it invested in re-building its brand and rekindled its advertising plan.

Idea Cellular: Renewed vigour BUY

India Infoline Research Team  | Mumbai September 10, 2014 11:27 IST

Ideas FY14 performance ticked all the right boxes at the operational level with growth, margin and revenue market share all moving in the right direction.

Auto Component Sector - Set to Zoom

India Infoline Research Team  | Mumbai September 10, 2014 11:13 IST

During the recent downturn, global auto manufacturers financial performance was impacted on account of their high cost structure.

United Spirits (Q4 FY14)

India Infoline Research Team  | Mumbai September 08, 2014 10:26 IST

Company made an aggregate Rs43.2bn provision regarding 1) Net proceeds from sale of W&M (sold for EV of GBP430mn in May 2014) proved to be insufficient to fully repay the intra-USL group loan.

India Cements Ltd

India Infoline Research Team  | Mumbai September 03, 2014 10:18 IST

ICEM is trading at EV/ton of US$52, which is lowest among the 15mtpa+ capacity (~60% discount to the larger players.)

Lumax Auto Technologies

India Infoline Research Team  | Mumbai September 03, 2014 10:14 IST

In spite of weak environment for auto OEMs, LATLs revenues stayed flattish in the past couple of years.

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