Gujarat Ambuja Exports Limited (GAEX) is one of India’s leading manufacturers of agro-processed products and cotton yarn. Over the last decade, GAEX has increased f..
Radico Khaitan Ltd (RKL) is expected to be a major beneficiary of decline in molasses prices. Molasses comprises of over 20% of its raw material cost and ~8% of its net s..
* GST-linked transition pangs and a well spread-out festive season affected Advertisement revenue growth while lower cover price in UP and Bihar continued to dent circula..
On an upward trajectory Well-equipped for growth; return ratios on an uptrend
* We met the management of Mahindra & Mahindra Financial Services (MMFS) and came bac..
E-way bill implementation during FY19 is likely to be positive for organized plywood manufacturers.
* Company is set to benefit from the incremental shift of un..
* Shree Cement’s operating performance is below our estimate, with adjusted EBITDA at Rs4.7bn (adjusted for subsidies/DMF provision reversal of Rs600mn/Rs400mn) aga..
Growth in gas production to continue
Key takeaways from our meeting with management
Gas production growth to continue
* Gas production growth over the near te..
NHPC is India’s largest hydro power generator, with a 15% share. The company has an installed capacity of 6.6GW, with attributable equity share (AES) of 5.9GW (5.1G..
* Coal India (CIL) has changed its pricing policy and has rationalized prices across grades, resulting in an average price hike of c. 9%. This is expected to increase rev..
Strong visibility on continued outperformance
Analyst Day Takeaways
We attended L&T Infotech’s (LTI) Analyst Day in Mumbai, where the company highlighte..
Strong relationship with shipping lines, vast experience and wide network in the Multimodal Transport (MTO) segment, global presence, experienced management team and effo..
Strong prospects across product categories
We recently met Havells India’s (HAVL) senior management at its analyst meet. Key takeaways:
Target to be in top 5..
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