Venky’s stock has now run up 216% since we initiated coverage (July, 2017) on the stock. In the last three months, the stock has appreciated 85%, as strong earnings..
Volumes strong, but downside risk remains
We recently met GUJS’ management. Our key takeaways:
Volumes strong, but expected to remain ..
Potential catalyst from new gaming policy
* DELTA stock is down 20% since the Goa government increased license fees last week (down 40% from Jan’ 18 peak levels)..
Gradual broad-based improvement in demand
We spoke to Hindustan Unilever’s (HUL) management to get an update on the overall market environment.
NIIT Tech reported steady 2.6%/12.4% QoQ growth in revenue/PAT in Q3FY18. New management based across geographies is expected to result in client additions across the seg..
We recently met the management of Dilip Buildcon (DBL) to get a perspective of the company’s business and future strategies. We also visited its Lucknow-Sultanpur H..
Ajanta Pharma (AJP) is a specialty pharmaceuticals company engaged in the development, manufacture and marketing of finished dosages. It started with ..
Spreading its wings
Established in 2002, Team Lease Services (TEAM) is one of India's leading human resource services company in the organized segment. It has pres..
UVs to be fuel-agnostic by 2020; three launches by CY18-end
Launching third tractor brand at disruptive price; targeting 3-5% share gain
We attended MM’s In..
Magma Fincorp Ltd. (MGMA) is a rural based non-deposits taking non-banking finance company (NBFC) with strong presence in rural and semi-rural areas across all the four r..
To sell hosted datacenter services business
Cutting out ~3% of revenue with negligible EPS impact
Divesting datacenter business
* WPRO announced the divestment..
Bhansali Engineering Polymers (BEPL) is a leading name in the petrochemical sector in India. BEPL is a vertically integrated petrochemical company that is into manufactur..
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
Cabinet approves Ordinance to confiscate properties of fugitive economic offenders
Not doing anything on-screen was hardest: Banita Sandhu on `October`
Healing herbs for new moms
Cabinet approves restructured scheme for making local bodies self-sustainable
Cabinet nod for death penalty for raping children below 12
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