1. Research
  2. Recommendation
  3. Equity

United Spirits (Q1 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:38 IST

United Spirits Q1 FY15 results showed topline/margin weakness with net revenue decline of 11% yoy (gross sales down 4.1% yoy).

Hindustan Zinc Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:35 IST

HZL managed to raise its mined metal output in Q2 FY15 after registering weak numbers in Q1 FY15.

Alembic Pharma (Q2 FY15)

India Infoline Research Team  | Mumbai October 22, 2014 17:31 IST

Alembic pharma printed lower than expected revenue growth of 10.7% qoq and 12.5% yoy (est +15.3% qoq/16.4% yoy).

Hero Motocorp (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 16:53 IST

HMCL reported an OPM of 13.5% in Q2 FY15 was in line with our expectations. OPM fell 102bps yoy while it remained flat sequentially.

HCL Tech (Q1 F6/15)

India Infoline Research Team  | Mumbai October 21, 2014 16:42 IST

Regionally, while growth in Europe was muted at 2.7% qoq, US grew at a robust pace of 5.7% qoq.

Axis Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 16:38 IST

Overall loan growth at 20% yoy was higher than our expectation of 17% yoy. Sequential growth in the book stood at healthy 5% in what generally has been a seasonally weak quarter for the bank.

Ultratech Cement Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 21, 2014 15:56 IST

Operating margins for ACC stood at 16.2% a contraction of 230bps qoq despite of a realization jump.

TCS Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 20, 2014 11:32 IST

In line with expectations, TCS delivered a robust organic volume growth of 6.1% qoq which comes on the back of significant 5.7% qoq volume growth in the previous quarter.

Cyient Ltd. (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:48 IST

Q2 FY15 was an operationally very strong quarter for Cyient leading us to upgrade our FY15/16 earnings estimates by 6%/10%.

Mindtree Ltd. (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:42 IST

Mindtree's operating margin performance was slightly better than our expectation; OPM declined only by 25bps v/s our estimate of 50bps.

Bajaj Finance Co (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:33 IST

Bajaj Finance's AUM growth stood much higher than our estimate at 41% yoy with growth acceleration continuing for the fourth consecutive quarter.

Bajaj Auto (Q2 FY15)

India Infoline Research Team  | Mumbai October 17, 2014 14:19 IST

Bajaj Auto Q2 FY15 revenues were at Rs56.5bn a growth of 15.2% yoy and 13.5% qoq.

Reliance Industries (Q2 FY15)

India Infoline Research Team  | Mumbai October 16, 2014 12:30 IST

KG-D6 gas production continued to fall and during Q2 FY15, the production averaged 12.8mmscmd as compared to 13.2mmscmd in Q1 FY15.

Indusind Bank (Q2 FY15)

India Infoline Research Team  | Mumbai October 16, 2014 12:23 IST

IndusInd Bank's loan growth moderated in-line with our expectation to 22% yoy driven by sustained slowdown in Consumer Financing (CF) segment which grew by muted 7% yoy.

SKS Microfinance Ltd - BUY

India Infoline Research Team  | Mumbai October 14, 2014 14:57 IST

As we expect existing operating assets to drive bulk of the incremental asset growth in coming years, operating cost/AUM ratio should fall quite significantly.

Infosys Ltd (Q2 FY15)

India Infoline Research Team  | Mumbai October 14, 2014 14:38 IST

Growth in BPO business and PPS (products, platforms and services) was disappointing for third successive quarter at 0.5% qoq and 0.1% qoq respectively.

Bajaj Electricals Ltd - BUY

India Infoline Research Team  | Mumbai October 11, 2014 15:19 IST

Consumer and lighting segment witnessed lower growth due to weak demand in some products and demand slowdown.

KEC International Ltd - BUY

India Infoline Research Team  | Mumbai October 11, 2014 15:09 IST

KEC's order book at the end of Q1 FY15 stood at Rs103bn, up 2.7% yoy, with BTB of 1.3x.

Q2 FY15 Results Preview

India Infoline Research Team  | Mumbai October 11, 2014 11:46 IST

Q2 FY15 Results Preview

Back to Top

 

 
 
 
Recent Reports
News