FY21 under cloud after big gas marketing loss in Q1
GAIL India’s (GAIL) consolidated and standalone Q1FY21 EPS was down 56-80% YoY, hit by a big loss in gas mark..
Circulation normalising; but ad revenue is key
DB Corp’s (DBCL) Q1FY21 EBITDA loss has come higher and ad revenues weaker than expected. However, circulation has..
Managed Q1FY21 quite well
Garden Reach Shipbuilders & Engineers (GRSE) has reported impressive Q1FY21 earnings despite complete closure of oper..
Lesser than expected COVID impact
Aster DM Healthcare’s (Aster) Q1FY21 performance, with better occupancy in GCC hospitals, was above our estimates as COVID-19 i..
Growth recovers; Revlimid remains the key
Natco Pharma’s (Natco) Q1FY21 performance was above our estimates with 19/20/14% beat on revenue/EBITDA/PAT. Revenue gr..
At 60% discount to NAV vs average of 49%
Godrej Industries (GIL) generates major value from its listed subsidiaries and associates, viz. Godrej Consumer, Godrej Proper..
Healthy growth in non-cotton seed portfolio
Three highlights from Kaveri’s Q1FY21 results: (1) Non cotton portfolio i.e. hybrid rice seeds, selection rice see..
Long term growth story intact
Q1FY21 was a weak quarter across segments for Brigade Enterprises (BRGD) barring offices as COVID-19 impact led to mall shutdowns, del..
Deep Dive #1: Waterproofing (long-term) opportunity for paint companies
Deep Dive is our new series in which we will explore long-term category opportunities. Our e..
Washout on all fronts
Wabco India’s (WIL) Q1FY21 operating numbers missed consensus estimates as topline declined ~74% YoY to Rs1.6bn, operating leverage turned..
Caution rules the roost; fresh borrowings still a tad difficult
We appreciate that Shriram City (SCUF) erred on the side of caution in Q1FY21. SCUF, in our view, is c..
Aggregate R&D spend by listed companies remains low at Rs360bn in FY20
Key data points on R&D spend
* In the listed space, 409 stocks spent Rs360bn, or 0...
Rate decision, US stimulus likely constraints to rupee's further appreciation
NCLT approves sale of IL&FS education arm to LEHL
Hyundai Motor India adds new Board members
Vodafone Idea board to mull raising funds post AGR verdict
Amazon to invest $18 billion this year to help SMBs grow
PM Modi to address national conference on Vigilance on Tuesday
World becoming fan of our local products: PM Modi
Cenovus Energy to buy Husky Energy for C$24 billion
A good chance we can get a deal with EU, says UK minister Lewis
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