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  • 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...

    Accumulate Reco. Price: 1,007.00

  • Power Grid Corpn

    Power Grid Corporation of India Ltd (PGCIL), a PSU power transmission company, is likely to benefit from healthy capitalisation of ~Rs27,000cr per annum (over FY18-20E) leading to revenue CAGR of 12.3% over the same period. This revenue growth is likely to ...

    Buy Reco. Price: 200.00

  • GAIL (India)

    We expect GAIL to report revenue CAGR of ~2% over FY18-20E aided by (a) ~7%CAGR growth in gas transmission volumes supported by strong industrial and retail demand, and (b) favorable economics. Over past two years, GAIL’s expanded petrochemical pl...

    Buy Reco. Price: 355.00

  • Bajaj Finserv

    AUM of Bajaj Finance, the lending vertical of Bajaj Finserv is expected to grow at CAGR of ~30% over FY18-21E, driven by consumer discretionary financing business and SME segments. Sharp traction across most segments and favourable borrowing mix are expecte...

    Buy Reco. Price: 7,193.00

  • O N G C

    Company’s production from the east coast discovery is expected to start in FY20E with peak oil output at 78,069 bpd and 16.6 mcmd of gas. Company is investing ~Rs92,000cr in 35 major projects which include 14 to bring new finds to production and six t...

    Reduce Reco. Price: 158.00

  • Bayer Crop Sci.

    Bayer CropScience's (BCS) top line will gain traction with seven new product launches under crop protection during FY19. However, the delay in timing of registration approval for two products during kharif led to subdued earnings performance in H1FY19. ...

    Reduce Reco. Price: 4,367.00

  • Yes Bank

    RBI has asked Rana Kapoor’s (Yes Bank’s CEO) to step down from the post by January 31, 2019. His absence could result in loan and fee growth slowing down, and it’ll also will affect the bank’s ability to raise deposits. We expect the...

    Buy Reco. Price: 276.00

  • NTPC

    NTPC Ltd is likely to see revenue CAGR of 9.7%, over FY18-20E, aided by a (1) total capacity addition (standalone basis) of ~5GW over FY19-20E, and (2) falling under recoveries. This revenue growth to lead to PAT CAGR of 10.7% over FY18-20E with an EBITDA m...

    Buy Reco. Price: 136.00

  • KNR Construct.

    The company has a strong EPC order book of ~Rs1832cr. The company expects strong order inflow in the next few quarters due to government’s ‘Bharatmala’ projects. We expect the company’s order book to grow by ~60% over FY18-20E on the...

    Buy Reco. Price: 256.00

  • PNC Infratech

    PNC Infratech’s order book in Q3FY19 stands at ~Rs7965cr, providing revenue visibility of three years. Supported by an increase in spending on road infrastructure, we expect the company’s order book to rise by 25% CAGR over FY18-20E. We expect t...

    Buy Reco. Price: 154.00