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  • Infibeam Incorp.

    Infibeam has amalgamated CC Avenue, which is a payment aggregator company. Due to this merger, we expect the company to benefit from additional revenue of Rs200cr and profit of Rs40-50cr. Further, the company’s acquisition of DRC Systems will help mee...

    Buy Reco. Price: 170.50

  • Security & Intel

    We expect SIS to benefit from increasing demand for outsourcing security in both public and private establishments. Its 100% subsidiary, MSS, is the market leader in Australia with an 18% market share. The growing Indian private security services market (es...

    Buy Reco. Price: 1,105.35

  • Team Lease Serv.

    The company is likely to benefit from growth of organised flexi-staffing (20-30% CAGR expected in coming 4-5 years). This will be driven by rising preference for organised staffing providers and organised business footprint expansion in tier 2/3 cities...

    Buy Reco. Price: 2,171.00

  • IndusInd Bank

    The bank is expected to register 27% loan book CAGR over FY18-20E propelled by improved loan mix and corporate loans. Further, strong consumer finance and rising CASA franchise bodes well for margin expansion. We expect loan book CAGR of 25% over FY18-20E d...

    Buy Reco. Price: 1,830.00

  • MMTC

    MMTC is a likely to post revenue growth of 5% over FY18-20E due to higher importation of goods by PSU firms. EBITDA margins are likely to remain at 0.6% in FY20E as margins are unlikely to expand given the fact that MMTC is a trading firm. The revenue of th...

    Reduce Reco. Price: 67.10

  • NHPC Ltd

    NHPC Ltd is likely to report revenue CAGR of 14% over FY18-20E aided by (1) rise in generation volumes supported by new capacity additions in FY18-19E. The company’s dividend yield is ~6% and dividend payout typically amounts to ~88% of Net Profit. We...

    Buy Reco. Price: 27.25

  • Power Grid Corpn

    Power Grid Corporation of India Ltd (PGCIL), a PSU power transmission company, is likely to benefit from the healthy order book execution leading to revenue CAGR of 10.6% over FY18-20E. This revenue growth would lead to PAT CAGR of 14.8% over FY18-20E respe...

    Buy Reco. Price: 207.60

  • Natl. Aluminium

    Nalco is expected to report revenue CAGR of 8.2% over FY18-20E aided by (a) higher utilization rates for both mining and smelting capacities, and (b) strong pricing environment for aluminium and alumina. EBITDA margins are also likely to expand by ~120bps o...

    Accumulate Reco. Price: 87.70

  • NMDC

    NMDC, an iron ore mining company, would see revenue CAGR of 9.2% over FY18-20E aided by 5% CAGR in iron ore shipments supported by rise in domestic steel production. EBITDA margin is expected to expand by 270bps due to higher shipments and firm realisations...

    Accumulate Reco. Price: 125.50

  • Akzo Nobel

    Akzo is expected to be the biggest beneficiary of economic revival vis-à-vis peers, as it derives majority of its revenues from industrial paints. Moreover, the cash proceeds of Rs320cr from the sale of specialty chemicals busin...

    Buy Reco. Price: 1,913.00