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  • NMDC

    We recommend ACCUMULATE on the stock as we expect competitive forces and the skew in revenue mix to constrain profitability. Consequently, FY17E PAT is seen down 4% in FY17E. The stock is currently trading at FY17E P/E multiple of 17.6x and EV/EBITDA of 5.7...

    Accumulate Reco. Price: 137.00

  • Yes Bank

    Yes Bank is a private sector bank with ~1% domestic market share. Advances were attributable ~68% to corporate clients while ~32% were to consumer, business & branch banking customers in FY16. It currently has a CASA ratio of 30.3% and strong asset ...

    Buy Reco. Price: 1,528.90

  • Coal India

      CIL is the largest coal producer in the world and it accounts for ~84.5% of total production in India. Its revenue has grown at 9.2% CAGR over FY11-16. India's coal production has grown from deficit to surplus on the back of production push o...

    Accumulate Reco. Price: 298.10

  • Deepak Nitrite

    Deepak Nitrite Ltd., is a leading manufacturer and supplier variety of chemicals to detergent, paper, agro-chemicals, rubber and pharma industries. Bulk Chemicals, Specialty chemicals and performance products contributed ~50%, ~29%, and ~22% to FY16 revenue...

    Buy Reco. Price: 122.10

  • Ipca Labs.

    Ipca Laboratories, a largest worldwide manufacturer and marketer of Atenolol and Chloroquine phosphate also deals in 150 formulations and APIs. 51.5% of its sales are exported, out of which 38.4% are to Europe. Formulations contributed 76.7% to FY16 rev...

    Sell Reco. Price: 586.90

  • Astral Poly

    Astra Poly Technik(APTL) is a manufacturer of CPVC, PVC pipes/plumbing system and adhesives. CPVC contributes ~41% to top-line followed by PVC ~33% and adhesives ~26%. The company has clocked a CAGR of 28% over FY13-16.   Company acquired 76% s...

    Buy Reco. Price: 565.40

  • HDFC Bank

    HDFC Bank is the largest private sector bank in India with a market share of ~4.5% in loan book terms. Its loan portfolio presently stands at ~Rs 4.7tn of which Retail & corporate loans form ~49% & ~51% respectively. Its CASA deposits & CASA...

    Buy Reco. Price: 1,424.90

  • Vedanta

    Vedanta Ltd., formerly Sesa Sterlite, is a Vedanta Group company and among the world’s largest diversified natural resource enterprises. Its segments include Copper, Zinc & Lead, Aluminium, Oil & Gas (O&G), Power, Silver and Iron Ore. Veda...

    Buy Reco. Price: 266.90

  • Power Fin.Corpn.

    PFC is a niche NBFC focussed on lending to the power generation, transmission, and distribution segments. The generation, transmission, distribution and others constitutes ~75%, ~7%, ~3%, and ~16%, respectively of the loan assets. Its present loan asset...

    Accumulate Reco. Price: 145.30

  • Shemaroo Entert.

    Shemaroo Entertainment is an integrated media content house engaged in content acquisition, value addition to content and content distribution. Revenue from traditional media (83%) and new media (17%) grew at 16% and 57% CAGR respectively over FY12-16. ...

    Buy Reco. Price: 408.00