Biocon is focused on its biopharma verticals that include APIs and generic formulations (41% of FY17 revenues), biosimilars (~14% of FY17 revenues) and proprietary molecu..
Lower under-recoveries to boost earnings
Cutting dividend estimates on higher capex; maintain Buy
We met the management of NHPC. Our key takeaways:
Another Quarter of Robust Performance; Maintain BUY
DCB Bank continued to deliver healthy performance on all major metrics in 4QFY18 as well led by (a) strong growth i..
Positive CV demand outlook for FY19 and FY20
Pricing power returning, with discounts reducing from January 2018
We met the senior management of Ashok Leyland (AL) ..
Project business boost
* BJE’s project business secured two large orders worth Rs30bn recently in rural electrification segment. The order book has increased by..
In Line Quarter & Guidance; Growth Investments & Cash Return – Key Positives
Infosys delivered an in-line performance in 4QFY18, with revenue rising 1.8%..
We recently met the management of L&T Finance (LTFH) and key takeaways are: (1) Post RBI’s recent guidelines on restructuring, LTFH’s stressed wholesale a..
Riding the CV wave Best-in-class RoE; 30%+ PAT CAGR
* We met the management of Shriram Transport Finance (SHTF) and returned with renewed optimism on its business pros..
* Mindtree reported strong quarterly performance with 5.6% qoq revenue growth and 150bps qoq gain in operating margin, well ahead of our estimates of 3% qoq revenue growt..
DCB Bank’s (DCB) Q4FY18 reported earnings grew 22% YoY to Rs642mn driven by strong NII growth at 20% YoY and moderation in opex growth on completion of branch expan..
Se cond innings INR37b PAT, 14%+ RoE for the combined entity in 5-6 years
* We recently met the management of Capital First (CAFL). The proposed merger of IDFC Bank (..
Fortis Healthcare (FHL) has received counter offers from IHH Healthcare and Hero Enterprise Investment Office (Munjals) along with Burman Family Office (Burmans). IHH has..
BSNL to offer more data, validity under select prepaid plans
India's IOC buys U.S. Light Louisiana Sweet oil via tender
M&S seeks technology savings through Tata tie-up
PwC to fight SEBI audit ban to limit franchise impact
Infosys signs agreement with U.S. IRS; sees lower tax rate
Toshiba eyes cancelling chip unit sale if no China approval by May - media
Japan may soften trade stance as U.S. keeps up pressure
World Bank shareholders back $13 billion capital increase
Global cues, quarterly results to guide equity indices
World Bank shareholders endorse capital increase plan
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