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  • Credit Analysis

    CARE has triggers in place to grow in tandem with India’s credit growth story. The near term could be volatile due to concerns regarding credit growth, adverse macros in places and drying up of new issuances. Hence, the stock could see some time corre...

    Buy Reco. Price: 1,286.25

  • Ipca Labs.

    USFDA has barred entry of drugs manufactured at Ipca’s troubled facilities (Ratlam, Indore SEZ and Silvassa). Ipca expects to invite USFDA to inspect one of its facilities and clearance remains vital for growth. Assuming clearance to all three facilit...

    Reduce Reco. Price: 744.00

  • Shilpa Medicare

    SML’s Jadcherla facility is critical to its finished dosage (FD) business and has received an EIR with VAI status from the USFDA in March 2018. We expect SML to report 15% and 46% CAGR respectively in revenue and PAT owing to high potential of margin ...

    Accumulate Reco. Price: 422.70

  • Dr Lal Pathlabs

    We estimate revenue/PAT CAGR of 17.1%/19.7% respectively over FY18-20E. We are positive on DLPL due to (a) positive industry macros, (b) business expansion in east, south and west, (c) ramping up of its wellness business under brand Swasth and (d) better Ro...

    Accumulate Reco. Price: 955.00

  • Container Corpn.

    The company intends to implement initiatives such as improving last mile connectivity, multimodal transportation and 3PL logistics. We expect revenue and PAT CAGR of 19.2% and 11.2% over FY18-20E respectively with an EBITDA margin of 22.8% in FY20E. This wi...

    Accumulate Reco. Price: 642.00

  • Aurobindo Pharma

    Aurobindo’s form 483 observations at unit 4 are procedural in nature (no data integrity issues) and should get cleared soon. Aurobindo’s strong US ANDA pipeline, positive outlook on injectable business (approvals for gVancomycin, gFondaparinux a...

    Buy Reco. Price: 630.85

  • SPARC

    SPARC is awaiting USFDA approval on its late stage innovative drugs, Elepsia (Epilepsy drug) and Xelpros (Glaucoma drug). Both the drugs are linked to Sun Pharma’s Halol plant, which received EIR in June 2018. The Halol clearance should pave way to co...

    Accumulate Reco. Price: 383.95

  • Narayana Hrudaya

    Company operates an asset light model with lowest capital cost per operational bed than peers (Rs28lakh per bed in Q2FY18). We estimate revenue/PAT CAGR of 14.4%/70% respectively over FY18-20E due to favourable demographics, increasing occupancy and revenue...

    Accumulate Reco. Price: 244.60

  • Cummins India

    CIL is moving up the value chain in railways, thereby increasing its exposure to high growth segment. Further, high end real estate, infrastructure (airports, hospitals, etc.) as well as manufacturing will aid growth. In the industrial segment, niche of...

    Buy Reco. Price: 675.00

  • K E C Intl.

    In the T&D space, company is focusing on international markets given slowdown in PGCIL ordering. The company is witnessing good traction in Oman, Abu Dhabi and Egypt. Railways share in order book has increased to 26% in Q1FY19 and many tenders are e...

    Buy Reco. Price: 333.00