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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.

Finolex Cables Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | February 24, 2015 15:45 IST

Communication cables segment registered strong yoy growth with sales jumping 35%. PBIT margins for the segment contracted marginally to 7.8% v/s 8% in Q3 FY14.

Adani Power - Charging up - BUY

India Infoline Research Team | Mumbai | February 23, 2015 16:52 IST

The bullish breakout has also been accompanied with a solid surge in traded volumes.

PI Industries Ltd (Q3 FY15)

India Infoline Research Team | Mumbai | February 23, 2015 16:44 IST

Domestic business saw significant pickup during the quarter even when peers struggled as the PIs important products catering to rice and certain vegetable crops saw good demand.

Nestle India (Q4 CY14)

India Infoline Research Team | Mumbai | February 20, 2015 11:16 IST

Nestle matched our revenue expectations by recording ~12% yoy growth at Rs25.2bn during Q4 CY14 driven more by price hikes than volume.

Ambuja Cements (Q4 CY14)

India Infoline Research Team | Mumbai | February 20, 2015 10:09 IST

Ambuja Cements (ACL) revenues stood at Rs24bn, below our estimate of Rs28bn. The underperformance was primarily due to lower dispatch numbers (growth of 1.8%) which could be due to slowdown in demand in North and Eastern regions.

Express Idea: Shriram Transport Finance Co Ltd. BUY

India Infoline Research Team | Mumbai | February 16, 2015 17:16 IST

STFCs NIM would gradually expand over the coming quarters aided by easing in cost of funding.

Coal India (Q3 FY15)

India Infoline Research Team | Mumbai | February 16, 2015 17:12 IST

Coal Indias topline of Rs177.6bn was inline with our estimate as the impact of lower e-auction volumes was offset by strong realisations.

Tata Communications (Q3 FY15)

India Infoline Research Team | Mumbai | February 16, 2015 17:06 IST

Data has taken over the mantle and voice remains the free cash cow with a target of US$90-100mn/year.

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