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Cadila Healthcare (Q3 FY16): Sequential momentum stalls

India Infoline Research Team | Mumbai | February 09, 2016 08:55 IST

US revenues up 6.8% qoq and 20% yoy on improved HCQS volumes; company received 3 site transfer approvals in Q3.

GSPL (Q3 FY16): Lower tariffs drag performance

India Infoline Research Team | Mumbai | February 09, 2016 08:47 IST

OPM at 84.3% was lower than our estimates of 88%, due to higher operations and maintenance costs.

Eicher Motors (Q4 CY15): Royal Enfield continues to fire!!!

India Infoline Research Team | Mumbai | February 09, 2016 08:40 IST

VECV performance was tad below estimates as calculated OPM was at 7.4% an increase of 51bps yoy and decline of 40bps qoq.

Lupin (Q3 FY16): US rebound drives strong beat

India Infoline Research Team | Mumbai | February 08, 2016 18:08 IST

India sales up 17% yoy but flat qoq; other regional geographies a mixed bag with Africa up 5% qoq while Europe and ROW decline 13% and 22% qoq respectively.

Torrent Pharmaceuticals (Q3 FY16): Sequentially weak quarter

India Infoline Research Team | Mumbai | February 06, 2016 16:06 IST

Margins miss estimates on lower gross margin and higher staff costs; promotional spend decline lead to lower other expenses.

JK Lakshmi Cement Ltd (Q3 FY16): Operating margins nosedive; tough two quarter ahead

India Infoline Research Team | Mumbai | February 06, 2016 15:53 IST

Shortfall in revenue, against our estimate, primarily stems from lower realisation drop of 2.7% qoq as against our estimate of an unchanged figure.

Bajaj Finance Ltd. (Q3 FY16): The going gets better

India Infoline Research Team | Mumbai | February 06, 2016 15:45 IST

Extent of NIM improvement was another positive surprise; outlook is stable.

Tata Steel Ltd (Q3 FY16): Recovery looks bleak

India Infoline Research Team | Mumbai | February 06, 2016 15:36 IST

Kalinganagar plant is expected to be commissioned in end-FY16, the plant would start contributing from FY17.

KEC International Ltd. (Q3 FY16): Recent correction provides good entry point

India Infoline Research Team | Mumbai | February 06, 2016 15:22 IST

Management remained confident of delivering margins in the range of 7.5-8% in FY16; but lowered its revenue growth guidance from ~10 to ~5%. It has guided for revenue growth of 10% and margins of 8-8.5% for FY17.

Amara Raja Batteries (Q3 FY16): Robust performance to continue

India Infoline Research Team | Mumbai | February 04, 2016 18:44 IST

OPM at 18.7% was higher by 178bps yoy and 151bps qoq, on account of benign raw materials costs, OPM was higher our estimates.

Tata Communications (Q3 FY16): Voice overshadows robust data trends

India Infoline Research Team | Mumbai | February 04, 2016 18:39 IST

Overall margin declined 50bps qoq as voice margin shrink sharply to 4.3%; PAT aided by tax credit and offset by lower other income yoy.

Orient Cement Ltd (Q3 FY16): Operating margins nosedive; tough two quarter ahead

India Infoline Research Team | Mumbai | February 04, 2016 18:31 IST

Operational efficiency nosedived following commencement of commercial production of new unit.

CCL Products Ltd (Q3 FY16): Missed estimates; Structural story intact!!!

India Infoline Research Team | Mumbai | February 04, 2016 18:23 IST

The management stated that consolidated EBITDA will be ~Rs195cr and PAT-level growth will be at least 25% for FY16E excluding export incentives to be received from the government.

Ajanta Pharma (Q3 FY16): Strong quarterly show

India Infoline Research Team | Mumbai | February 03, 2016 17:41 IST

Gross margin improved 60bps while higher staff and R&D costs led to 97bps yoy decline in margin to 34.5%.

TeamLease Services Ltd: Information Note

India Infoline Research Team | Mumbai | February 02, 2016 19:01 IST

The company has a market share of ~5% in terms of Associate Employees, and had 1,04,946 Associate Employees engaged mostly in sales, logistics and customer service functions. The company has currently 1,252 clients with 93.21% of total revenues coming from repeat customers. Five of the top ten clients by revenue in FY15 have been with TeamLease for a term exceeding six years.

Shriram Transport Finance Ltd.: Healthy operational performance

India Infoline Research Team | Mumbai | February 02, 2016 18:48 IST

Pressure on asset quality persists; shift to early recognition to push NPLs higher.

Tech Mahindra Ltd. (Q3 FY16): Growth remains lackluster

India Infoline Research Team | Mumbai | February 02, 2016 18:42 IST

OPM improvement was in-line; extent of margin improvement over the medium term is contingent on growth trajectory.

Marico Ltd (Q3 FY16): Stellar Quarter!!!

India Infoline Research Team | Mumbai | February 02, 2016 18:36 IST

International business reported double digit volume growth after 14 quarters. Management expects Middle East business to be profitable in FY16.

Glenmark Pharmaceuticals (Q3 FY16): Miss on all fronts

India Infoline Research Team | Mumbai | February 01, 2016 19:21 IST

Margins decline qoq as GM expansion offset by higher other expenses; PAT declines 13.9% qoq.

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