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Bharti Airtel - Annual Report Analysis

India Infoline Research Team  | Mumbai September 01, 2014 17:07 IST

India business represents the optimistic picture with strong >600bps margin expansion in the past 5 qs, low mobile churn and robust cost control.

Size Matters! - 12 Bluechips to ride on

India Infoline Research Team  | Mumbai September 01, 2014 17:02 IST

A consolidation around 8,000 levels on the nifty is the general expectation, given 11% run up since election outcome and valuations (p/e) touching 15x fy16 earnings but our research team sees significant upside not just in select mid-caps but also a number of large caps.

Snowman Logistics Ltd

India Infoline Research Team  | Mumbai August 26, 2014 12:18 IST

Slls revenue and ebitda cagr over fy10-14 was 45% and 63% respectively coupled with robust ebitda margins.

Reliance Communications (Q1 FY15)

India Infoline News Service  | Mumbai August 19, 2014 14:51 IST

Q1 revenues declined 0.9% qoq vs our estimate for a 1.8% qoq on the back of weakness in global operations whose revenues declined 14.9% qoq and 5.1% yoy.

Cox & Kings (Q1 FY15) - BUY

India Infoline News Service  | Mumbai August 19, 2014 12:12 IST

A higher depreciation and interest charge was offset by rise in other income but a smaller fx gain resulted in 5% yoy decline in net profit.

National Aluminium Co Ltd (Q1 FY15)

India Infoline News Service  | Mumbai August 19, 2014 12:06 IST

Nalcos quarterly revenues were marginally above our estimate due to higher metal premiums and a marginal increase in aluminium sales volume.

Hindalco Industries Ltd (Q1 FY15)

India Infoline News Service  | Mumbai August 19, 2014 11:58 IST

Standalone revenue of rs80bn was higher by 37% yoy and was inline with our estimate.

Sun Pharma (Q1 FY15)

India Infoline Research Team  | Mumbai August 18, 2014 16:48 IST

Ebidta margin at 44% broadly in line and marginally down by 26bps yoy due to higher adjusted rm costs and purchases though offset by lower other expenses which had an element of onetime costs in q1 of last year.

Britannia Industries (Q1 FY15)

India Infoline Research Team  | Mumbai August 18, 2014 16:45 IST

Britannia reported healthy 15.1% yoy growth in consolidated revenues at rs17.7bn driven by ~10% volume growth and balance on account of product mix improvement and price hikes.

Tata Steel Ltd (Q1 FY15)

India Infoline Research Team  | Mumbai August 18, 2014 16:40 IST

Tata steels topline increased 11% yoy to rs364bn; quite higher than our estimate of rs346bn.

ONGC (Q1 FY15)

India Infoline News Service  | Mumbai August 18, 2014 15:45 IST

Oil and natural corporation ltd (ongc) reported 13.2% yoy growth in net sales to rs219bn (including income from operations).

BPCL (Q1 FY15)

India Infoline News Service  | Mumbai August 18, 2014 15:26 IST

Bharat petroleum corporation ltd (bpcl) reported 13.7% yoy rise in net sales to rs667.9bn for q1 fy15.

Radico Khaitan (Q1 FY15)

India Infoline News Service  | Mumbai August 18, 2014 12:04 IST

Radico reported a muted net revenue growth of 3.5% yoy amidst a challenging environment for the spirits industry.

Steel Authority of India Ltd (Q1 FY15)

India Infoline News Service  | Mumbai August 18, 2014 11:26 IST

Sail managed to register 10.5% yoy growth in topline to rs113.4bn led by higher than expected blended realisations.

Bharat Heavy Electricals Ltd (Q1 FY15)

India Infoline Research Team  | Mumbai August 18, 2014 11:06 IST

Bhel continued to report a decline in topline for the seventh consecutive quarter on account of shrinking order book and slower execution of orders.

Coal India (Q1 FY15)

India Infoline Research Team  | Mumbai August 18, 2014 10:58 IST

Coal india managed to register an 8.1% yoy growth in topline to rs178bn led by higher contribution from e-auction sales and higher sales volume.

Indian Hotels (Q1 FY15)

India Infoline News Service  | Mumbai August 14, 2014 11:31 IST

Indian hotels q1 continued to be impacted by lackluster demand across geographies in what is traditionally a slow quarter.

Finolex Cables Ltd (Q1 FY15)

India Infoline News Service  | Mumbai August 14, 2014 11:26 IST

Finolex cables ltd (fcl) net sales for the quarter stood at rs5.7bn, largely below our estimate of rs6.2bn.

GAIL (India) Ltd (Q1 FY15)

India Infoline News Service  | Mumbai August 14, 2014 11:21 IST

During q1 fy15, gail reported an operating profit of rs10.4bn, a fall of 31% yoy due to one offs in natural gas transmission and trading segments.

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