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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.

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.

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