IIFL View
Go
  • Delta Corp

    Acquisition of adda52.com marked Delta’s entry in the under-penetrated online gaming segment. Online/offline gaming and casino industry is at an extremely nascent stage (<0.05% market share globally). The company has also cautiously investing in th...

    Buy Reco. Price: 254.00

  • 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: 61.00

  • 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: 523.00

  • 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: 23,370.00

  • Bharat Dynamics

    BDL expects to benefit from products such as new-generation Surface to Air missiles (SAM), Anti-Tank Guided Missiles (ATGMs) and heavy-weight torpedoes. Further, exports of Akash SAM, light-weight torpedoes will fuel revenue growth. The company had an order...

    Buy Reco. Price: 296.15

  • Motil.Oswal.Fin.

    MOFL’s offerings include capital market businesses, asset management (AM), wealth management (WM), housing finance and equity based treasury investments. Pradhan Mantri’s Awas Yojna would open doors of opportunities for housing finance segment a...

    Accumulate Reco. Price: 652.00

  • CRISIL

    CRISIL is currently facing headwinds in most of its businesses. Research and Information Services segment has seen single digit yoy growth successively for past six quarters, affected by implementation of MiFID II (Markets in Financial Instruments Directive...

    Sell Reco. Price: 1,638.05

  • MRF

    MRF has advantages vis-à-vis peers owing to presence across segments and wide distribution network. This is evident from company’s industry leading operating performance (consistent outperformance to peers Apollo, CEAT) in Gross and EBITDA ...

    Buy Reco. Price: 65,900.00

  • Timken India

    Acquisition of ABC Bearings (ABC) by Timken will mark its foray into the Rs400cr wheel-end bearing segment, where its presence is currently marginal. Timken has 60-100% market share in differential and pinion bearing segments. The acquisition of ABC Bearing...

    Buy Reco. Price: 577.15

  • SKF India

    SKF reported steady set of numbers for Q2FY19 with revenue, EBITDA and PAT growth of 13%, 10% and 14% yoy respectively. At all three levels, numbers surpassed consensus estimates. Shift from first generation to third generation bearings would increase d...

    Buy Reco. Price: 1,946.00