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  • PVR

    PVR is expected to report revenue CAGR of 14.8% over FY18-20E aided by its premium positioning and acquisition of SPI Cinemas (68 screens) in order to expand in southern India. We expect EBITDA margin to improve ~200bps to 19.2...

    Buy Reco. Price: 1,555.00

  • Bata India

    Bata would report revenue CAGR of ~15% over FY18-20E aided by growth of women’s segment and shift of demand to organised sector post GST. Favourable change in product mix will drive PAT CAGR of ~26% over FY18-20E. BIL is refurbishing stores t...

    Buy Reco. Price: 1,098.00

  • Relaxo Footwear

    Relaxo Footwear (Relaxo) is engaged in manufacturing and trading of footwear primarily made up of vulcanized/ moulded rubber. Company’s major revenue consists of ~20%, ~35% and ~35% from Bahamas, Sparx and Flite respectively. We expect Relaxo to r...

    Buy Reco. Price: 732.00

  • Edelweiss.Fin.

    Edelweiss Financial Services Ltd (EDEL) is a diversified financial services conglomerate with presence in wholesale/retail credit lending; capital markets; wealth management (WM); asset management (AM); asset reconstruction (AR); and insurance. The company ...

    Buy Reco. Price: 192.00

  • Sun TV Network

    Sun TV Network (SUN), part of India’s media conglomerate will benefit from the digitisation story in Tamil Nadu (TN), providing the company potential to double the subscription revenue in three years (starting FY19E). We expect ad revenue growth owing...

    Buy Reco. Price: 589.00

  • Dish TV

    Given the merger with Videocon, company has guided Rs510cr and Rs750cr synergies in FY19E and FY20E respectively. The company expects to increase its market share to ~48% (currently ~40%) by FY19E post-merger. Thus, we estimate revenue and EBITDA CAGR of 23...

    Accumulate Reco. Price: 37.00

  • Page Industries

    Page Industries (Page), is set to expand its capacity in KIADB industrial area (Bangalore). We expect revenue CAGR of ~18% over FY18-20E due to (a) expanded distribution network of company’s brand ‘Jockey’, (b) shift towards organised sect...

    Reduce Reco. Price: 24,400.00

  • Welspun India

    Welspun India’s (Welspun) revenue is expected to grow by ~9% over FY18-20E owing to its new flooring solutions capabilities and weakening rupee. However, realisations are expected to remain under pressure due to pricing pressure. We expect PAT CAGR of...

    Buy Reco. Price: 62.90

  • Avenue Super.

    Avenue operates stores under the brand “D-Mart”. Revenue CAGR of ~27% is expected over FY18-20E led by continuous store expansion and healthy SSG (same store growth). Company has added 3 stores in Q2FY19, taking retail area to 5.1mn sq ft. Howev...

    Reduce Reco. Price: 1,668.00

  • Shankara Build.

    We expect Shanakara to witness near term headwinds from Kerala floods. Further, company’s efforts to reduce credit sales to improve balance sheet, are also expected to hinder growth across segments. We expect revenue CAGR of ~10% over FY18-20E. Compan...

    Reduce Reco. Price: 574.00