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  • Dr Lal Pathlabs

    We estimate revenue/PAT CAGR of 17%/20% respectively over FY18-21E. 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 RoE pr...

    Buy Reco. Price: 1,046.80

  • Alkem Lab

    Alkem has higher domestic base, which offers lower regulatory risk. The contribution of US business expected to increase from 22% in FY18 to 24% in FY21E with launches like gPradaxa, gSolodyn and gMultaq over FY19E-21E. We expect ~220bps margin expansion (F...

    Buy Reco. Price: 1,764.00

  • 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...

    Accumulate Reco. Price: 2,806.70

  • Multi Comm. Exc.

    The overall economic growth in India is expected to drive the underlying demand for commodities, which will boost Average Daily Traded Volume (ADTV). MCX and Thomson Reuters has launched iCOMDEX series of commodity indices. Such commodity index-based produc...

    Accumulate Reco. Price: 786.00

  • TCS

    TCS’ rising digital share, ability to secure large multi-year, multi-service deals and strong platforms are testament to its position as a leading integrated service provider and should aid the company navigate through macro headwinds. Contrary to the...

    Buy Reco. Price: 2,048.00

  • L & T Infotech

    We expect Larsen & Toubro Infoctech (LTI) to deliver revenue and PAT CAGR of 22% and 23% respectively over FY18-21E which will sustain on the back of solid large deal wins in recent past (Net new $325mn+ TCV in 6 quarters). Its micro vertical focus woul...

    Buy Reco. Price: 1,609.10

  • Security & Intel

    We expect SIS to benefit from increasing demand for outsourcing security in both public and private establishments. Its 100% subsidiary, MSS (including SXP), is the market leader in Australia with an 21% market share. The growing Indian private security ser...

    Buy Reco. Price: 861.50

  • Quess Corp

    Quess Corp has been able to accelerate its growth, improve profitability and successfully diversify into newer areas. Its organic business would be driven by new project wins in staffing and facility management while it continues to successfully intergrate ...

    Buy Reco. Price: 797.00

  • Navin Fluo.Intl.

    Navin Fluorine International Limited (NFIL) has capex plans of Rs115cr (asset turnover ratio of ~2x within three years) towards creating additional cGMP capacity at Dewas (commissioning by Q1FY20E). Specialty chemical segment is expected to gain traction on...

    Buy Reco. Price: 714.00

  • ICICI Lombard

    ICICI Lombard General Insurance (ILOM) focuses on expanding its reach across high-margin retail portfolio in motor and health segments. Government-led initiatives for crop insurance is one of the major levers for the sector. However, considering the erratic...

    Buy Reco. Price: 980.00