New Gen capabilities - Strategic pillars for future growth & profitability
We attended Mpahsis analyst meet where the management highlighted the key growth driver..
Behemoth in the making
UPL’s FY19 annual report highlighted
a) potential opportunities in Arysta Lifescience,
b) its initiatives towards manufacturing key ..
Marred by weak execution and order inflow
BHEL reported net loss for 1QFY20 due to weak operating performance with 24% YoY revenue decline and EBITDA loss. Delay in d..
Q1 in line: US, India to continue steady growth
While new US generics improves growth in core portfolio, there were strong price erosion and seasonal impact in key ge..
Innovations and cost savings to led growth
* Volume growth at 3%, 130bps market share gain
* 1Q Inflation ay 4%, took forward contracts in Wheat..
Valuations capture the positives
* 70% success rate in new launches, innovation pipeline remains strong
* Maggi reaches all time high volumes, ma..
Downstream plant shutdown hit profits
* Operational volumes hit by downstream fertilizer plant shutdown and maintenance shutdown at LPG and petchem p..
PAT miss on lower EBITDA margin and fall in other income
Thermax Ltd (TMX) reported robust revenue growth of 35% YoY, however PAT missed our expectations due to lower..
In line show in a seasonally strong quarter
* Stationary exports increased 26.7% YoY to Rs2,530mn, contributing ~70% to the stationary revenue.
Yield growth limited due to Max grounding
* Recognized other income of Rs1.14bn as compensation for continued grounding of Boeing 737 Max.
Miss on all counts; Maintain Reduce
Shree cement (SRCM) reported EBITDA below ours/consensus estimates by 9%/11%. EBITDA/t fell short of our estimate by ~7% at Rs1,44..
Strong show led by margin expansion
* Strong Q1 results led by margin expansion, but high base effect and 12% decline in CNG volumes to state buses ..
Accelya Solutions In Q4 net profit up 32.35% at Rs 24.71 cr
US dollar rises after Fed policy meeting
Rupee rises by 12 paise to Rs 69.05 against dollar
BSNL to offer more data, validity under select prepaid plans
Infosys signs agreement with U.S. IRS; sees lower tax rate
Volkswagen, Porsche to recall around 227,000 cars over airbag, seatbelt issues: report
Biotech is going to the dogs - and big profits await
Exclusive: Deutsche Bank has discussed adding assets to bad bank if sales go well - sources
FinMin gets nearly 100 applications for RBI deputy governor's post
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