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  • Honeywell Auto

    HAIL has undertaken brownfield expansion at Fulgaon, Pune, which will lead to consolidation of warehouse and customer integration centre, thereby boosting volumes. It aims to be a cutting edge software industrial company. Thus, Smart City initiative is like...

    Accumulate Reco. Price: 18,645.00

  • Shankara Build.

    We expect Shanakara to benefit from pickup in housing demand, higher urbanization and shift to organized retail. The company is keen on increasing high margin retail segment’s share to 70% of sales. Therefore, it plans to add 15-20 new retail stores a...

    Accumulate Reco. Price: 1,539.00

  • Rural Elec.Corp.

    REC is expected to report operating income CAGR of 6.5% over FY18-20E due to loan book growth. We expect net interest income and PAT CAGR of 2.3% and 10.9% over FY18-20E respectively with a NIM of 3.5% in FY20E. Asset quality is likely to decline in the nea...

    Reduce Reco. Price: 91.20

  • Torrent Power

    Torrent Power would see revenue CAGR of 3% over FY18-20E due to higher power generation from renewable power segment. EBITDA margins would expand by 24bps over FY18-20E, as higher power production levels reduce the need for power purchases. For FY18 and Q1F...

    Buy Reco. Price: 221.50

  • IFB Inds.

    IFB has expanded its distribution network (currently accounting for ~15% of sales volumes) and has added 10,000 retailers to drive sales through penetration in small towns in India. The company will grow across all products followed by technological inn...

    Buy Reco. Price: 1,027.00

  • NCC

    We expect the company to report a revenue CAGR of 28% over FY18-20E on the back of improving project execution. We estimate margin to 10.5% on the back of cost optimization over FY19-20E. The reduction in principal repayments and plans for asset sale in fut...

    Accumulate Reco. Price: 82.00

  • Prakash Inds.

    Prakash Industries is expected to report revenue CAGR of 4% over FY18-20E aided by (1) ~4% CAGR volume growth for steel products over FY18-20E, and (2) ~5% CAGR in volume growth for the PVC pipes segment. EBITDA margins are likely to reduce by ~427bps over ...

    Accumulate Reco. Price: 131.35

  • Reliance Power

    Reliance Power Ltd (RPL) is likely to report revenue CAGR of 1.5% over FY18-20E aided by addition of renewable power generation capacity. We expect PAT CAGR of 7.8% over FY18-20E respectively with an EBITDA margin of 42.8% in FY20E. The stock is currently t...

    Reduce Reco. Price: 30.00

  • Adani Transmissi

    We expect the company to report revenue CAGR of 42.5% over FY18-20E aided by (1) addition of ~540ckt kms in transmission capacity and (2) acquisition of RInfra's power distribution and generation business. EBITDA CAGR of 21.1% is expected over FY18-20E....

    Reduce Reco. Price: 149.70

  • Hero Motocorp

    The planned launch of motorcycles Xpulse 200 and Xtreme 200 in FY19 will mark HMCL’s entry into premium motorcycles. This will provide additional triggers for growth while retaining leadership in entry level motorcycle segment. It also plans to la...

    Buy Reco. Price: 3,503.85