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Tata Communications: Compelling data play - BUY

India Infoline Research Team | Mumbai | December 20, 2014 14:31 IST

Tcom has traditionally operated as a wholesale voice provider with data services having a lower share of revenues.

Oil India Ltd: Oiled for growth - BUY

India Infoline Research Team | Mumbai | December 20, 2014 14:25 IST

Oil Indias domestic oil production declined from 27.8mn barrels in FY12 to 24.9mn barrels in FY14 on the back of geo-political tensions in the north-east region of India.

PTC India Fin Services: Valuation re-rating to continue - BUY

India Infoline Research Team | Mumbai | December 17, 2014 10:43 IST

PFS has a strong balance sheet with CAR at 27% and nearly 100% of it being Tier-1 capital.

Infosys Ltd - Accumulate

India Infoline Research Team | Mumbai | December 09, 2014 13:57 IST

Our earnings estimates remain unchanged post this event as it was more macro in nature than micro.

Indian Hotels (Q2 FY15)

India Infoline Research Team | Mumbai | November 19, 2014 17:04 IST

Indian Hotels posted weak set of results with topline growth challenges and resultant margin pressure due to negative operating leverage.

Reliance Communications (Q2 FY15)

India Infoline Research Team | Mumbai | November 19, 2014 17:02 IST

Rcom posted lower than expected revenues at Rs52.9bn, down 1.3% qoq (excluding other income) vs our expectation of Rs53.6bn (+0.2% qoq).

Finolex Cables Ltd (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 16:28 IST

Finolex Cables Ltd (FCL) net sales for the quarter stood at Rs6,368mn, largely below our estimate of Rs6,887mn.

Bharat Heavy Electricals Ltd (Q2 FY15)

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

BHEL on account of shrinking order book and slower execution of orders reported a decline in topline for the eighth consecutive quarter.

ONGC (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 16:21 IST

ONGC reported 8.8% yoy fall in net sales to Rs204bn (including income from operations). This was lower than our expectations with net crude oil realizations coming in lower than estimates.

State Bank of India (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 16:03 IST

SBI's domestic credit growth decelerated sharply to 7% yoy from 11% yoy in the previous quarter.

Cox & Kings (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 15:54 IST

International leisure revenue growth muted at 2.7% yoy as Australia and Japan see decline in net revenues while European operations grew in line with company's expectations.

Britannia Industries (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 15:17 IST

Britannia reported healthy 12.4% yoy growth in consolidated revenues at Rs19.6bn driven by healthy mix of volume (expected to be ~8%) and price.

United Spirits (Q2 FY15)

India Infoline Research Team | Mumbai | November 18, 2014 15:12 IST

Q2 is a seasonally lean quarter for United Spirits and given that we find 19% volume growth in prestige and above brands (9.2mn cases vs 7.7mn in PY) encouraging.

Sun Pharma (Q2 FY15)

India Infoline Research Team | Mumbai | November 17, 2014 17:20 IST

Sun Pharma reported Q2 better than expected revenue growth of 21.2% qoq and 13.4% yoy vs our estimate of +16% qoq and 8.5% yoy respectively.

Hindalco Industries Ltd (Q2 FY15)

India Infoline Research Team | Mumbai | November 17, 2014 17:11 IST

Standalone revenue of Rs85.5bn was higher by 35.7% yoy; but was marginally lower than our estimate.

Oil India Ltd (Q2 FY15)

India Infoline Research Team | Mumbai | November 14, 2014 17:06 IST

OIL India (OINL) reported its net sales for the quarter at Rs21.9bn down 22.7% yoy.

IPCA Laboratories (Q2 FY15)

India Infoline Research Team | Mumbai | November 14, 2014 16:56 IST

IPCA Q2 results were much weaker than expected with revenues, margin and PAT missing our forecast by a wide margin.

Eicher Motors (Q3 CY14)

India Infoline Research Team | Mumbai | November 14, 2014 16:51 IST

Eicher Motors during Q1 CY14 reported a strong performance with better than expected OPM and PAT.

Radico Khaitan (Q2 FY15)

India Infoline Research Team | Mumbai | November 14, 2014 16:46 IST

Radico Q2 gross revenues grew 7% yoy while net sales increase was muted at 3% yoy.

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