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DateLatest ReportDescription 
234517 May 2018R.P.P. INFRA PROJECTQ4FY18 Result Update - Strong performance, play on rural infra theme
234417 May 2018JSW STEEL LTDQ4FY18 Result Update - Beat on margins; Structural margin expansion drives upgrade
234317 May 2018TATA STEEL LIMITEDQ4FY18 Result Update - Strong show led by domestic operations; Maintain BUY
235017 May 2018VOLTAS LIMITEDQ4FY18 Result Update - Weather playing spoilsport
234917 May 2018LUPIN LTDEvent Update - Methergine: Worst fear of generic competition comes true
234817 May 2018BRITANNIA INDUSTRIESQ4FY18 Result Update - Growth story Intact: BUY
234717 May 2018ZEE MEDIA CORPORATIOQ4FY18 Result Update - E-Com losses overshadow revenue delta
234617 May 2018TEAMLEASE SERVICESQ4FY18 Result Update - General Staffing Headcount addition remains tepid
233716 May 2018LUPIN LTDQ4FY18 Result Update - Q4 miss on declining exports; Growth drivers remain tepid
233616 May 2018KEC INTERNATIONAL LTQ4FY18 Result Update - Ending the year on a high note
234216 May 2018TVS MOTOR COMPANY LTQ4FY18 Result Update - Margin pressure to continue; Volume outlook remains strong
234116 May 2018GLENMARK PHARMACEUTIEvent Update - gSeretide DPI: GNP’s first EU inhaler launched in Denmark
234016 May 2018ITC LIMITED EQUITYQ4FY18 Result Update - Recovering steadily; valuations factor in GST risks: “BUY”
233916 May 2018CROMPTON GREAVES CONQ4FY18 Result Update - Building strong base for growth
233816 May 2018HINDALCO INDUSTRIESQ4FY18 Result Update - Lower earnings in Copper hits earnings; Downgrade to Accumulate
233515 May 2018NR Agarwal IndustriesQ4FY18 Result Update
233415 May 2018SOUTH INDIAN BANK LTQ4FY18 Result Update - All corporate problems recognised, outlook optimistic optimistic
233315 May 2018H D F C BANKAnalyst Meet Update - Remains a India growth story
233214 May 2018HINDUSTAN UNILEVERQ4FY18 Result Update - “In the Pink of Health”; Accumulate
233114 May 2018DR. LAL PATHLABS LTDQ4FY18 Result Update - Revenue in line, earnings beat; Guidance remain strong
233014 May 2018NAVNEET EDUCATIONQ4FY18 Result Update - ILL loss hurts consolidated earnings growth
232914 May 2018TITAN COMPANY LTD.Analyst Meet Update - “Creating building blocks to achieve Vision 2023”; BUY
232814 May 2018SUN PHARMACEUTICAL IEvent Update - Absorica: Fiasco follows correction in co-pay program
232714 May 2018M&M FIN SER LTDManagement Meet Update - Should start riding on improving rural economy
232511 May 2018UNION BANK OF INDIAQ4FY18 Result Update - Still a tough time ahead
232411 May 2018MPHASIS LTDQ4FY18 Result Update - HP Channel continues to drive momentum
232311 May 2018ASIAN PAINTS LTDQ4FY18 Result Update - Demand improving, pricing power to sustain margins
232611 May 2018GLAXOSMITHKLINE CONSQ4FY18 Result Update - Volumes recover, strategic review a drag – “Accumulate”
232210 May 2018TITAN COMPANY LTD.Q4FY18 Result Update - “Shining bright”; Retain BUY
232110 May 2018JINDAL STEEL & POWERQ4FY18 Result Update - Strong show across the ops; Maintain BUY
231809 May 2018FEDERAL BANK LTD.Q4FY18 Result Update - Asset quality continues to damage performance
231709 May 2018JUBILANT LIFE SCIENCQ4FY18 Result Update - Q4FY18 beat: Riding on Chinese charm in LSI business
231509 May 2018ABB INDIA LIMITEDQ1CY18 Result Update - Steady performance
231409 May 2018EICHER MOTORSQ4FY18 Result Update - Good show continues; In-line quarter! “Accumulate”
231309 May 2018RetailEvent Update - Flipkart acquisition to increase competition / consolidation
232009 May 2018CementSector Update - Anaemic price recovery; Outlook continues to worsen
230808 May 2018ERIS LIFESCIENCES LTCompany Report - Rising Star in Domestic Chronic Care
231108 May 2018HINDALCO INDUSTRIESEvent Update - Beats its own best; building up for next leg of growth
231008 May 2018JUBILANT FOODWORKSQ4FY18 Result Update - SSS at 6 year high, 1H19 outlook remains strong; Accumulate
230908 May 2018EXIDE INDUSTRIES LTDQ4FY18 Result Update - Cost control leads to margin beat; ‘Accumulate’
230707 May 2018ICICI BANK LTD EQQ4FY18 Result Update - At fag end of NPA recognition but worries not over yet
230607 May 2018CAPITAL FIRST LTD.Q4FY18 Result Update - Continuing to grow strong
230507 May 2018AMBUJA CEMENTS LTDQ1CY18 Result Update - Miss on all front; Sluggish realisations led the cut in estimates
230406 May 2018AVENUE SUPERMARTS LTQ4FY18 Result Update - Creating new growth engines; Valuations beyond “Blue sky”
230306 May 2018NIIT TECHNOLOGIES LTQ4FY18 Result Update - Steady execution raises momentum for FY19
230204 May 2018TRIBHOVANDAS BHIMJIQ4FY18 Result Update - Marketing strategy delivers, back on dividend list, Accumulate
230104 May 2018ENTERTAINMENT NETWORManagement Meet Update - Will the dual frequency and inventory cap model bear fruits?
231204 May 2018Aviation DayReady to take off!
230004 May 2018L&T FINANCE HOLDINGSQ4FY18 Result Update - Continues to march ahead on strong footing
229904 May 2018THYROCARE TECHNOLOGIQ4FY18 Result Update - Competition drags Q4 earnings; Growth guided to be robust
229803 May 2018EMAMI LTDQ4FY18 Result Update - Worst seems over, Play on rural demand; Accumulate
229703 May 2018KANSAI NEROLAC PAINTQ4FY18 Result Update - Input cost inflation an opportunity to Accumulate
229603 May 2018MARICO LIMITEDQ4FY18 Result Update - Expect gradual recovery to set in; Accumulate
229503 May 2018HEXAWARE TECHQ1CY18 Result Update - Valuations leave no room for error
229403 May 2018DISH TV INDIA LTDCompany Update - How will the merger synergies play out?
229303 May 2018SIEMENS LTDQ2FY18 Result Update - Focus on profitability and digital solutions
229203 May 2018CEAT LIMITED EQQ4FY18 Result Update - Q4 Slightly below estimates; Margin outlook cautious ahead
229102 May 2018HERO MOTOCORP LTD.Q4FY18 Result Update - Decent performance; Outlook stable!!; maintain “Accumulate”
229002 May 2018HCL TECHNOLOGYQ4FY18 Result Update – Shrinkage in deal sizes weighs on organic growth
228902 May 2018RALLIS INDIA LIMITEDQ4FY18 Result Update – Raw material prices hurt performance
228802 May 2018DABUR INDIAQ4FY18 Result Update – Share gains power growth, Accumulate
228730 Apr 2018HINDUSTAN ZINCQ4FY18 Result Update – Judiciously expanding to reach 1.5mtpa targeted capacity level
228630 Apr 2018KOTAK MAHINDRA BANKQ4FY18 Result Update – Healthy performance but limited upside
228530 Apr 2018H D F CQ4FY18 Result Update – Scaling up business momentum
228430 Apr 2018RELIANCE INDUSTRIESQ4FY18 Result Update – Strong performance, earnings maintained
228330 Apr 2018SHREE CEMENT LTD.Q4FY18 Result Update – Weak outlook on realisations drives earnings downgrade
227727 Apr 2018AXIS BANK LTDQ4FY18 Result Update – Recognition of pain leads to loss, business growth remains strong
228227 Apr 2018MARUTI SUZUKI INDIAQ4FY18 Result Update – Margins disappoint, Long term play intact ; “Buy”
228127 Apr 2018SHRIRAM TRANSPORT FIQ4FY18 Result Update – Poised to play the CV cycle post asset quality transition
228027 Apr 2018TECHNO ELECTRIC & ENManagement Meet Update – Expecting growth to return
227927 Apr 2018JUBILANT LIFE SCIENCCompany Update - Cadila’s approval gMedrol to impact Jubilant’s US generic biz
227626 Apr 2018YES BANK LTD.Q4FY18 Result Update – Strong on all counts
227526 Apr 2018SBI LIFE INSURANCEQ4FY18 Result Update – Margins expansion was slow compared to peers
227426 Apr 2018ZENSAR TECHNOLOGIESQ4FY18 Result Update –Improving mix of business to drive re-rating
227326 Apr 2018M&M FIN SER LTDQ4FY18 Result Update – Operational miss; business growth momentum picking up
227225 Apr 2018ULTRATECH CEMENT LTDQ4FY18 Result Update – Higher realisations drove the show; Price led recovery still away
227125 Apr 2018WIPRO LTD.Q4FY18 Result Update – Tepid 1Q guidance puts company in tough spot
227025 Apr 2018InfrastructureSector Update – Roads – on a fast track!
226925 Apr 2018IDFC BANK LIMITEDQ4FY18 Result Update – Weak operations but better asset growth
226824 Apr 2018PERSISTENT SYSTEMSQ4FY18 Result Update – Drag in IBM alliance business weighs on growth
226724 Apr 2018ICICI PRUDENTIAL LIFQ4FY18 Result Update – Margins were a positive surprise
226624 Apr 2018LIC HOUSING FINANCEQ4FY18 Result Update – Soft Performance Continues
226523 Apr 2018Indian Life InsuranceSector Update – New Business APE growth to remain stable hereon
226423 Apr 2018UJJIVAN FINANCIALManagement Meet Update - Ready for take off
226321 Apr 2018H D F C BANKQ4FY18 Result Update - Enviable performance in challenging environment momentum continues
226219 Apr 2018INDUSIND BANKQ4FY18 Result Update - Limited impact of divergence; strong earnings to continue
226119 Apr 2018TATA CONSULTANCY SERQ4FY18 Result Update - Strong exit revenue run-rate raises momentum
225918 Apr 2018MINDTREE LIMITEDQ4FY18 Result Update - Strong Quarter, Guidance remains conservative
225718 Apr 2018EDELWEISS FINANCIALManagement Meet Update - All guns blazing
225818 Apr 2018HDFC STANDARD LIFEQ4FY18 Result Update - Positive surprise on new business margins
225616 Apr 2018BHANSALI ENGINEERINGQ4FY18 Result Update
225513 Apr 2018INFOSYS LIMITEDQ4FY18 Result Update - Lack of acceleration in core verticals is a concern
225413 Apr 2018Jan-Mar’18 Earnings PreviewQ4FY18 results to be better
225305 Apr 2018BHANSALI ENGINEERINGManagement walks the talk
225204 Apr 2018NR Agarwal IndustriesCompany Update
224903 Apr 2018India FinancialsSector Update - Small relief on investment provisions
225103 Apr 2018MOTHERSON SUMI SYSEvent Update - EPS accretive, another great deal!
224826 Mar 2018Lemon Tree HotelsIPO Note - Avoid - Stretched Valuations
224722 Mar 2018EMAMI LTDCompany Update - Worst seems over, upgrade to Accumulate
224622 Mar 2018DISH TV INDIA LTDVisit Update - Merger synergies will be key to re-rating
224521 Mar 2018ICICI SecuritiesIPO Note - Avoid - Asking for too much
224421 Mar 2018TEAMLEASE SERVICESCompany Report - Asset-light model enables RoE trajectory
224320 Mar 2018Mishra Dhatu NigamIPO Note - Subscribe - A niche and non-commodity play on Defence and Space sector
224220 Mar 2018STATE BANK OF INDIAManagement Meet Update - Improving subsidiary focus to add value to the Bank
224119 Mar 2018MAHINDRA & MAHINDRACompany Update - MRV Investor Day Takeaways
224016 Mar 2018Capital GoodsSector Update - ELECRAMA 2018-Demand revival visible
223916 Mar 2018Sandhar TechnologiesIPO Note - Steep valuations make Risk-reward unfavourable; Avoid
223816 Mar 2018Rural Resurgence DayRural India on cusp of sustained growth
223715 Mar 2018India Strategy & Top Ideas - March 20183Q FY18 results better, broader market even better
223615 Mar 2018PL Auto Ancillary DayPost Conference Notes
223515 Mar 2018Hindustan AeronauticsIPO Note - Subscribe - Board the Indian Aerospace leader
223415 Mar 2018CUMMINS INDIA LTDManagement Meet Update - Growth/margin bottoming out
223315 Mar 2018Bandhan BankIPO Note - Subscribe - On path to build a strong franchise
223115 Mar 2018Indian Life InsuranceSector Update - New Business APE growth further slows down
223215 Mar 2018SBI LIFE INSURANCEManagement Meet Update - Recent correction gives further reason to enter
223009 Mar 2018Bharat DynamicsIPO Note - Subscribe
222909 Mar 2018IPCA LABORATORIESCompany Report - Remediation process done: ready to press restart button
222806 Mar 2018SUN PHARMACEUTICAL IEvent Update - Halol Plant: Unlikely to see Recovery in FY19E
222705 Mar 2018AUROBINDO PHARMAEvent Update - Unit-IV observations: Much ado about nothing
222605 Mar 2018India FinancialsSector Update - Retail leads credit growth
222526 Feb 2018VOLTAS LIMITEDVisit Update - Building on strengths
222426 Feb 2018AgrochemicalsQ3FY18 Sector Review - Sharp spike in raw material prices hurt profitability
222326 Feb 2018H.G. Infra EngineeringIPO Note - Subscribe - Emerging Road sector play
222021 Feb 2018Auto & Auto AncillarySector Update - Q3FY18 Review – Quarter meets expectations
222221 Feb 2018PL Speciality Chemical DayPost Conference Notes
221920 Feb 2018Capital Goods & InfrastructureSector Update - Q3FY18 Review - Finally some sun shine !
221820 Feb 2018CROMPTON GREAVES CONVisit Update - Enough headroom for growth in core categories
221619 Feb 2018R.P.P. INFRA PROJECTQ3FY18 Result Update - Strong operating performance
221719 Feb 2018AutomobilesSector Update - Auto Expo 2018 – Concepts and EVs
221515 Feb 2018J. KUMAR INFRAPROJECQ3FY18 Result Update - Execution Improving
221415 Feb 2018I G PETROCHEMICALSQ3FY18 Result Update - Strong Performance
221314 Feb 2018ALLCARGO LOGISTICSQ3FY18 Result Update - Weak show continues
221214 Feb 2018BANK OF INDIAQ3FY18 Result Update - Continues to disappoint – Retain Reduce
221114 Feb 2018SUN PHARMACEUTICAL IQ3FY18 Result Update - Q3 in line; Gross margin down, EBITDA margin up on Forex gain
221014 Feb 2018MOTHERSON SUMI SYSQ3FY18 Result Update - Q3 performance disappoints, long term story intact
220914 Feb 2018ATUL AUTO LTDQ3FY18 Result Update - Disappointing quarter
220814 Feb 2018SADBHAV ENGINEERINGQ3FY18 Result Update - Driving in the right lane
220714 Feb 2018NESTLE INDIA LIMITEDQ3FY18 Result Update - Input costs and low base provide tailwind; Under review
220614 Feb 2018BRITANNIA INDUSTRIESQ3FY18 Result Update - Best is yet to come: BUY
220413 Feb 2018GLAXOSMITHKLINE CONSQ3FY18 Result Update - Aiming for second shot at foods; “Accumulate”
220313 Feb 2018Aster DM HealthcareIPO Note - A long term play – Recommend Subscribe
220213 Feb 2018VA TECH WABAG LTD.Q3FY18 Result Update - Miss on operational front
219812 Feb 2018S CHAND AND COMPANYQ3FY18 Result Update - 3Q is a non event, annual guidance remains intact
219712 Feb 2018MARICO LIMITEDQ3FY18 Result Update - Green Shoots, 2H19 margin recovery positive; Accumulate
220112 Feb 2018GAIL (INDIA) LIMITEDQ3FY18 Result Update - Strong core operating performance
220012 Feb 2018MAHANAGAR GAS LTD.Q3FY18 Result Update - Healthy margins, volume recovery drive earnings
219912 Feb 2018OIL INDIA LIMITEDQ3FY18 Result Update - Higher realisation drive earnings outperformance
220512 Feb 2018India Strategy & Top Ideas - February 2018Budget disappoints, corporate earnings better
219512 Feb 2018COAL INDIA LIMITEDQ3FY18 Result Update - Lower costs led the show; Q4 to witness the visible turnaround
219412 Feb 2018VOLTAS LIMITEDQ3FY18 Result Update - Building on strengths
219312 Feb 2018MAHINDRA & MAHINDRAQ3FY18 Result Update - Operating performance in-line; ‘BUY’
218309 Feb 2018PETRONET LNG LTD.Q3FY18 Result Update - Strong performance
219209 Feb 2018ABB INDIA LIMITEDQ3FY18 Result Update - Improving outlook
219109 Feb 2018TATA STEEL LIMITEDQ3FY18 Result Update - Strong show led by domestic operations; Outlook remains strong
219009 Feb 2018STATE BANK OF INDIAQ3FY18 Result Update - Asset quality divergence disappoint earnings
218909 Feb 2018GLENMARK PHARMACEUTIQ3FY18 Result Update - Guidance goal post keeps changing
218809 Feb 2018THYROCARE TECHNOLOGIQ3FY18 Result Update - Seasonality impact diagnostics volume growth
218709 Feb 2018STEEL AUTHORITY OF IQ3FY18 Result Update - Higher costs restricted the expansion in margins
218609 Feb 2018HINDUSTAN PETROLEUMQ3FY18 Result Update - Inventory gains make up for modest core earnings
218509 Feb 2018BHARAT PETROLEUM CORQ3FY18 Result Update - Higher inventory gains support earnings
218409 Feb 2018OIL & NATURAL GAS COQ3FY18 Result Update - Steady performance
218208 Feb 2018AUROBINDO PHARMAQ3FY18 Result Update - US injectable, OTC, EU geared for higher growth in FY19E
217108 Feb 2018HEXAWARE TECHQ4CY17 Result Update - Differentiated strategy driving growth momentum
217008 Feb 2018EICHER MOTORSQ3FY18 Result Update - Royal Enfield on track; maintain “Accumulate”
218008 Feb 2018CADILA HEALTHCARE LTQ3FY18 Result Update - Q3 beats estimates; Key US drugs continue to drive growth, margin
217908 Feb 2018DR. LAL PATHLABS LTDQ3FY18 Result Update - Revenue beats estimates, Higher volume drives growth
217808 Feb 2018BHARAT FORGE LTD.Q3FY18 Result Update - All segments & markets looking up; Accumulate
217708 Feb 2018A C C LIMITED.Q4CY17 Result Update - Earnings in line; limited scope for meaningful upside
217608 Feb 2018KALPATARU POWER TRANQ3FY18 Result Update - Expecting a strong year ahead
217508 Feb 2018BHARAT HEAVY ELECTRIQ3FY18 Result Update - Slow-moving backlog on a decline
217408 Feb 2018SONATA SOFTWAREQ3FY18 Result Update - Strong margin beat aids PAT growth
217308 Feb 2018HEIDELBERG CEMENTQ3FY18 Result Update - Beat across the fronts; remains the best play on Central region
217208 Feb 2018NAVNEET EDUCATIONQ3FY18 Result Update - High paper prices hurt Q3 performance; visibility gives comfort
216407 Feb 2018LUPIN LTDQ3FY18 Result Update - Margin guidance remain tepid despite new para-IVs in FY19E
216307 Feb 2018SIEMENS LTDQ1FY18 Result Update - Focus on profitability and digital solutions
216207 Feb 2018KEC INTERNATIONAL LTQ3FY18 Result Update - On strong footing
216907 Feb 2018CIPLA LTD.Q3FY18 Result Update - New approvals yet to see benefits in US generics
216807 Feb 2018THERMAX LTDQ3FY18 Result Update - Believe in the best
216707 Feb 2018TRIBHOVANDAS BHIMJIQ3FY18 Result Update - Tepid performance continues, Downgrade to Accumulate
216607 Feb 2018PUNJAB NAT.BANKQ3FY18 Result Update - Steady on all fronts
216507 Feb 2018INDRAPRASTHA GAS LTDQ3FY18 Result Update - Higher gas costs and other expenses drag margins
215806 Feb 2018THE RAMCO CEMENTSQ3FY18 Result Update - Meets estimate; Stretched valuations limit the upside potential
216106 Feb 2018FUTURE RETAIL LTD.Q3FY18 Result Update - Sustains growth momentum: BUY
216006 Feb 2018HERO MOTOCORP LTD.Q3FY18 Result Update - Performance in-line with estimates; maintain “Accumulate”
215906 Feb 2018TATA MOTORS LTDQ3FY18 Result Update - JLR margin disappoints, Standalone turning around; Accumulate
215706 Feb 2018BAJAJ AUTO LIMITEDQ3FY18 Result Update - Margin pressure to continue; “Reduce”
215505 Feb 2018UNION BANK OF INDIAQ3FY18 Result Update - Continues to report losses as provisions remain high
215405 Feb 2018CEAT LIMITED EQQ3FY18 Result Update - Operating performance broadly in-line; “Accumulate”
215305 Feb 2018ASHOK LEYLANDQ3FY18 Result Update - Q3 Margins in-line; Structural story on track; “Accumulate”
215605 Feb 2018COLGATE PALMOLIVE INQ3FY18 Result Update - Volume and Market share disappoints: Reduce
215203 Feb 2018JAMMU & KASHMIR BANKQ3FY18 Result Update - Strong growth in business but capital levels critical
215102 Feb 2018CUMMINS INDIA LTDQ3FY18 Result Update - Growth/margin bottoming
215002 Feb 2018POWER GRID CORPORATIQ3FY18 Result Update - Strong capitalization likely to continue
214902 Feb 2018HINDALCO INDUSTRIESQ3FY18 Result Update - Low premium in AL drove the miss; Strong outlook continues
214801 Feb 2018Union Budget 2018-2019Balancing act between growth and populism
214701 Feb 2018ZEE MEDIA CORPORATIOQ3FY18 Result Update - Election tailwind boosts profits
214601 Feb 2018HINDALCO INDUSTRIESEvent Update - Beats the best of last quarter; building up for next leg of growth
214501 Feb 2018TITAN COMPANY LTD.Q3FY18 Result Update - Long term Story intact; Retain BUY
214401 Feb 2018REDINGTON (INDIA) LTQ3FY18 Result Update - Softer margins in overseas business drags EBIDTA
214331 Jan 2018JK LAKSHMI CEMENT LTQ3FY18 Result Update - In line with estimates; on course to structural margin recovery
214231 Jan 2018JSW STEEL LTDQ3FY18 Result Update - Beat on margins; Earnings outlook on strong footing
214131 Jan 2018VRL LOGISTICS LTD.Q3FY18 Result Update - Steady show in Q3; getting ready to capture GST benefits
214031 Jan 2018ENGINEERS INDIAQ3FY18 Result Update - A Strong Performance
213931 Jan 2018ASHOKA BUILDCON LTDQ3FY18 Result Update - Execution bounces back
213831 Jan 2018BHARAT ELECTRONICSQ3FY18 Result Update - Best defence play
213731 Jan 2018LARSEN & TOUBROQ3FY18 Result Update - Domestic Market Gaining Traction
213631 Jan 2018ICICI BANK LTD EQQ3FY18 Result Update - Asset quality steady but slightly weaker operationally
213531 Jan 2018EXIDE INDUSTRIES LTDQ3FY18 Result Update - In-line Quarter; ‘Accumulate’
213431 Jan 2018DABUR INDIAQ3FY18 Result Update - Steady recovery in place; Accumulate
213331 Jan 2018MANPASAND BEVERAGESQ3FY18 Result Update - Ready for a take-off; BUY
213030 Jan 2018TECH MAHINDRA LTDQ3FY18 Result Update - Steady margin expansion drives EPS upgrades
212930 Jan 2018H D F CQ3FY18 Result Update - Strong business growth with in-line core earnings
213230 Jan 2018TVS MOTOR COMPANY LTQ3FY18 Result Update - OPM slightly disappoints, Double-digit target reiterated
213130 Jan 2018EMAMI LTDQ3FY18 Result Update - Input cost Inflation and Tepid sales a drag; Reduce
212429 Jan 2018HI-TECH PIPESManagement Meeting Note
212829 Jan 2018SHRIRAM TRANSPORT FIQ3FY18 Result Update - Strong loan growth; tailwinds in profitability to follow
212329 Jan 2018Galaxy SurfactantsIPO Note - Subscribe - Proxy consumer play
212729 Jan 2018Budget 2018-2019Budget Expectations
212629 Jan 2018PERSISTENT SYSTEMSQ3FY18 Result Update - Seasonality in IBM IP business drives margins
212529 Jan 2018JINDAL STEEL & POWERQ3FY18 Result Update - Meets expectation; Angul plant ramp-up on expected lines
212229 Jan 2018MARUTI SUZUKI INDIAQ3FY18 Result Update - Run continues, Royalty reduction positive ; “Buy”
212126 Jan 2018MPHASIS LTDQ3FY18 Result Update - Steady growth and strong margin execution
212026 Jan 2018DR REDDY'S LABSQ3FY18 Result Update - US, NDA, EM drive Q2; Better visibility for US launch in FY18
211926 Jan 2018LIC HOUSING FINANCEQ3FY18 Result Update - Steady business growth but slower operationally
211825 Jan 2018INDOCO REMEDIES LTDQ3FY18 Result Update - EU drives Q3FY18, plant issues remain an overhang
211725 Jan 2018L&T FINANCE HOLDINGSQ3FY18 Result Update - Strong operational performance led by Retail business
211625 Jan 2018RALLIS INDIA LIMITEDQ3FY18 Result Update - Higher raw material prices hurt operating performance
211525 Jan 2018AVENUE SUPERMARTS LTQ3FY18 Result Update - E- Commerce Buyout positive, Reduce
211425 Jan 2018PIDILITE INDUSTRIESQ3FY18 Result Update - Demand Outlook Improves, Crude a challenge, Accumulate
211324 Jan 2018CAPITAL FIRST LTD.Q3FY18 Result Update - Merger to undermine strong performance in near term
211224 Jan 2018M&M FIN SER LTDQ3FY18 Result Update - Improvement in asset quality helps strong performance
211124 Jan 2018WABCO INDIA LTD.Q3FY18 Result Update - Operating margins disappoint, Long term story intact; Accumulate
211024 Jan 2018CROMPTON GREAVES CONQ3FY18 Result Update - Market share gains in core categories
210924 Jan 2018Power Day ConferencePower sector outlook set to improve
210823 Jan 2018AXIS BANK LTDQ3FY18 Result Update - Gradual strengthening of balance sheet continues
210723 Jan 2018ASIAN PAINTS LTDQ3FY18 Result Update - Demand improving, Crude a near term Drag, “Accumulate”
210622 Jan 2018ZENSAR TECHNOLOGIESQ3FY18 Result Update - Traction in Digital to aid revival in growth momentum
210522 Jan 2018JINDAL STEEL & POWERVisit Update - Angul plant’s Turnaround, a reality now; Reiterate BUY
210422 Jan 2018ULTRATECH CEMENT LTDQ3FY18 Result Update - Strong beat on volumes growth demeans the earnings miss
210321 Jan 2018ICICI PRUDENTIAL LIFQ3FY18 Result Update - Margins were positive surprise; APE growth was slow
210221 Jan 2018HDFC STANDARD LIFEQ3FY18 Result Update - Decent performance on all fronts
210120 Jan 2018NIIT TECHNOLOGIES LTQ3FY18 Result Update - Third Consecutive quarter of strong execution
210020 Jan 2018WIPRO LTD.Q3FY18 Result Update - Capital allocation supporting higher multiples
209920 Jan 2018HCL TECHNOLOGYQ3FY18 Result Update - Strong seasonality in IBM IP aids growth beat
209820 Jan 2018H D F C BANKQ3FY18 Result Update - Remains strong in all areas
209720 Jan 2018KOTAK MAHINDRA BANKQ3FY18 Result Update - Better and in-line performance
209620 Jan 2018JUBILANT FOODWORKSQ3FY18 Result Update - Growth at 5 year high; Accumulate
209520 Jan 2018ITC LIMITED EQUITYQ3FY18 Result Update - Valuations attractive, GST key to re-rating: “BUY”
209420 Jan 2018KANSAI NEROLAC PAINTQ3FY18 Result Update - Crude shadows further re-rating; Accumulate
209319 Jan 2018ZEE MEDIA CORPORATIOCompany Report - Radio acquisition and tailwind in TV broadcasting business to boost profits
209118 Jan 2018JUBILANT LIFE SCIENCQ3FY18 Result Update - Ethanol a positive surprise in otherwise inline Quarter
209218 Jan 2018YES BANK LTD.Q3FY18 Result Update - Strong business growth but operationally slight a miss
209017 Jan 2018MINDTREE LIMITEDQ3FY18 Result Update - Sharp margin improvement raises confidence on earnings
208917 Jan 2018HINDUSTAN UNILEVERQ3FY18 Result Update - Downgrade to Accumulate on Rising crude, high valuations
208716 Jan 2018BHANSALI ENGINEERINGEBITDA on the upswing
208816 Jan 2018Indian Life InsuranceSector Update - Key private players growing strong & gaining market share
208615 Jan 2018India FinancialsEvent Update - Capital First/IDFC Bank Merger –“Right fitting shoe”
208515 Jan 2018FEDERAL BANK LTD.Q3FY18 Result Update - Lower treasury and higher slippage dent earnings
208415 Jan 2018INFOSYS LIMITEDQ3FY18 Result Update - Effort mix shift to offshore aids margin stability
208311 Jan 2018PL Infrastructure DayPost Conference Notes
208211 Jan 2018TATA CONSULTANCY SERQ3FY18 Result Update - Tepid performance in BFSI remains concern
208111 Jan 2018SHREE CEMENT LTD.Q3FY18 Result Update - Marginal miss; Strong capacity addition to drive the growth
208011 Jan 2018INDUSIND BANKQ3FY18 Result Update - On track, but slightly weaker than expected
207910 Jan 2018SOUTH INDIAN BANK LTQ3FY18 Result Update - Performance in line; continues to strengthen business
207810 Jan 2018Oct-Dec’17 Earnings PreviewEffect of demonetization in Q3FY17 to benefit in YoY growth in Q3FY18, banks to see lower trading profits
207709 Jan 2018COAL INDIA LIMITEDEvent Update - Price hike above expectation; Upgrade to BUY
207608 Jan 2018ZENSAR TECHNOLOGIESCompany Report - Mix shift in favour of Digital could revive growth momentum
207504 Jan 2018MAHINDRA & MAHINDRACompany Update - Regaining its Mojo; Upgrade to ‘BUY’
207403 Jan 2018AutomobilesSector Update - Auto Volumes Dec’17 – High growth, low base
207202 Jan 2018TITAN COMPANY LTD.Company Update - Jewellery leads strong growth: BUY
207129 Dec 2017FINEOTEX CHEMICALSManagement Meeting Note
207026 Dec 2017MAS FINANCIAL SERVICManagement Meet Update - Small NBFC with big potential
206920 Dec 2017InfrastructureSector Update - Road-getting on the fast lane !
206819 Dec 2017Rural Kaleidoscope 2017India's Largest Agri Show 'KISAN'
206619 Dec 2017CementSector Update - Steady pick-up in demand; recovery in prices to follow
206513 Dec 2017India Strategy & Top Ideas - December 2017Inflation 2HFY18 Earnings Crucial
206413 Dec 2017HAVELLS INDIA LTDAnalyst Meet Update - Building the right base
206313 Dec 2017AXIS BANK LTDCompany Update - Capital infusion at the right time, issues addressed upfront
206213 Dec 2017MARUTI SUZUKI INDIACompany Update - Undeterred run to continue; “BUY"
206112 Dec 2017MONTE CARLO FASHIONSVisit Update - Cautiously Optimistic ?
206012 Dec 2017THYROCARE TECHNOLOGIQ2FY18 Result Update - Overall inline; Seasonality impact diagnostics marginally
205911 Dec 2017RAMA STEEL TUBESPerformance driven by volume growth
205808 Dec 2017Indian Life InsuranceSector Report - Ready to emerge as a dominant sector
205706 Dec 2017SALASAR TECHNO ENGINManagement Meet Update - Spreading its wings
205305 Dec 2017ShalbyIPO Note - Subscribe - Specialization to lead its value
205205 Dec 2017AutomobilesSector Update - Auto Volumes Nov’17 – Favourable base!!!
205605 Dec 2017JAMNA AUTO INDSManagement Meet Update
205505 Dec 2017ATUL AUTO LTDQ2FY18 Result Update - Strong quarter, surpasses expectations; Accumulate
205405 Dec 2017Future Supply Chain SolutionsIPO Note - Subscribe - Premium valuations ask for long term commitment
205101 Dec 2017India FinancialsSector Update - Growth improving at baby steps
205001 Dec 2017GLENMARK PHARMACEUTIEvent Update - First DPI Inhaler approval in EU – A foot forward
204901 Dec 2017TRIBHOVANDAS BHIMJIQ2FY18 Result Update - 2Q hiccups led by PMLA temporary
204728 Nov 2017Auto & Auto AncillarySector Update - Q2FY18 Review – Strong quarter, H2FY18 outlook positive too
204828 Nov 2017SIEMENS LTDAnalyst Meet Update - Focus on profitability and digital solutions
204127 Nov 2017PharmaceuticalsQ2'FY18 Results Review
203622 Nov 2017AgrochemicalsQ2FY18 Sector Review - Volume led revenue growth, aided by post GST restocking
204222 Nov 2017GRAVITA INDIA LTDStrong performance backed by volumes
203521 Nov 2017CementSector Update - Beats estimate; Sustainable earnings up-cycle a year away
203420 Nov 2017S CHAND AND COMPANYQ2FY18 Result Update - 2Q is a non event, annual guidance remains intact
203317 Nov 2017India Strategy & Top Ideas - Nov 17Better 2QFY18; Fiscal Deficit and Inflation Key Macros to Watch Out for
203216 Nov 2017BANK OF BARODAQ2FY18 Result Update - Asset quality issues continue, but PCR improves
203116 Nov 2017CEAT LIMITED EQQ2FY18 Result Update - Strong Sequential Improvement; “Accumulate”
202715 Nov 2017SUN PHARMACEUTICAL IQ2FY18 Result Update - Q2FY18 in line; Recall of ANDAs could be precursor to resolution
203015 Nov 2017J. KUMAR INFRAPROJECQ2FY18 Result Update - Expecting execution to pick up H2
202915 Nov 2017BRITANNIA INDUSTRIESQ2FY18 Result Update - GOOD DAY’S ahead: BUY
202815 Nov 2017MANPASAND BEVERAGESQ2FY18 Result Update - Growth plans on track; BUY
202614 Nov 2017EICHER MOTORSQ2FY18 Result Update - Continues to ride high! "Accumulate"
202514 Nov 2017SADBHAV ENGINEERINGQ2FY18 Result Update - Driving in the right lane
202414 Nov 2017KALPATARU POWER TRANQ2FY18 Result Update - Expecting a strong year ahead
202314 Nov 2017CADILA HEALTHCARE LTQ2FY18 Result Update - US, India traction lead Q2 beat; Sustainability to drive valuation
202214 Nov 2017BHARAT PETROLEUM CORQ2FY18 Result Update - Healthy operating performance
202114 Nov 2017GAIL (INDIA) LIMITEDQ2FY18 Result Update - Strong core operating performance
202014 Nov 2017SONATA SOFTWAREQ2FY18 Result Update - Strong Growth, Reasonable Valuations
201914 Nov 2017MOLD-TEK PACKAGINGGood results in spite of GST overhang
201814 Nov 2017BANK OF INDIAQ2FY18 Result Update - Slippages lower than expected
201714 Nov 2017ASHOKA BUILDCON LTDQ2FY18 Result Update - Execution a Blip
201613 Nov 2017MOTHERSON SUMI SYSQ2FY18 Result Update - Good show continues; “Accumulate”
201513 Nov 2017MAHINDRA & MAHINDRAQ2FY18 Result Update - Strong quarter, but new launches need to click; “Accumulate”
201413 Nov 2017COAL INDIA LIMITEDQ2FY18 Result Update - Price hike becomes inevitable; grade slippage dilutes its impact
201311 Nov 2017LARSEN & TOUBROQ2FY18 Result Update - Decent numbers/Inflow guidance cut
201211 Nov 2017JINDAL STEEL & POWERQ2FY18 Result Update - On course for material earnings upcycle; Maintain BUY
201111 Nov 2017STATE BANK OF INDIAQ2FY18 Result Update - Slippages lower than estimates
201010 Nov 2017NESTLE INDIA LIMITEDQ3CY17 Result Update - Profit beat led by margin expansion; “Reduce”
200910 Nov 2017ALLCARGO LOGISTICSQ2FY18 Result Update - Weak operating performance
200810 Nov 2017AUROBINDO PHARMAQ2FY18 Result Update - Delivering benefits on first wave of complex drug approvals
200710 Nov 2017VOLTAS LIMITEDQ2FY18 Result Update - Building on strengths
200610 Nov 2017PIDILITE INDUSTRIESQ2FY18 Result Update - Early signs of recovery, margins a risk, Accumulate
200410 Nov 2017MAHARASHTRA SEAMLESSMargins at a trough; strong outlook
199409 Nov 2017PETRONET LNG LTD.Q2FY18 Result Update - Superlative performance
200209 Nov 2017ASHOK LEYLANDQ2FY18 Result Update - Short term headwinds, structural story intact; “Accumulate”
200109 Nov 2017TATA MOTORS LTDQ2FY18 Result Update - Good show...but tread carefully ; Accumulate
200009 Nov 2017DR. LAL PATHLABS LTDQ2FY18 Result Update - Operating efficiency, Seasonal tailwind lead growth, margin
199909 Nov 2017VA TECH WABAG LTD.Q2FY18 Result Update - Working capital remains stretched
199809 Nov 2017THERMAX LTDQ2FY18 Result Update - Domestic inflows showing traction
199709 Nov 2017INDRAPRASTHA GAS LTDQ2FY18 Result Update - Healthy volumes drive earnings
199609 Nov 2017HINDUSTAN PETROLEUMQ2FY18 Result Update - Weak operating performance
199509 Nov 2017MAHANAGAR GAS LTD.Q2FY18 Result Update - Healthy margins make up for weak volumes earnings
199309 Nov 2017SHREE CEMENT LTD.Q2FY18 Result Update - Above estimates; Strong capacity addition to drive the growth
200309 Nov 2017BHANSALI ENGG POLYEngineering India’s Polymerization
198708 Nov 2017GLAXOSMITHKLINE CONSQ2FY18 Result Update - Volume recovery holds key,” Accumulate”
198608 Nov 2017INDOCO REMEDIES LTDQ2FY18 Result Update - Exports remain lacklustre, US remain hit by FDA issues
199208 Nov 2017SUN PHARMACEUTICAL ICompany Update - Taro Q2FY18: No end to price disruption in US generics
199108 Nov 2017NAVNEET EDUCATIONQ2FY18 Result Update - Miss in a seasonally lean quarter
199008 Nov 2017JK LAKSHMI CEMENT LTQ2FY18 Result Update - Strong show; on course to structural margin recovery
198908 Nov 2017BHARAT FORGE LTD.Q2FY18 Result Update - Growth on all fronts; Accumulate
198808 Nov 2017TEAMLEASE SERVICESQ2FY18 Result Update - Net addition remains tepid, margin beat aids PAT
198507 Nov 2017CIPLA LTD.Q2FY18 Result Update - India, API, SA drive sales; GST impacts margins
198407 Nov 2017PUNJAB NAT.BANKQ2FY18 Result Update - Steady on all fronts
198307 Nov 2017FUTURE RETAIL LTD.Q2FY18 Result Update - Robust growth continues: BUY
198207 Nov 2017WABCO INDIA LTD.Q2FY18 Result Update - Long term story intact; Accumulate
198107 Nov 2017BHARAT HEAVY ELECTRIQ2FY18 Result Update - Weak operational performance
200506 Nov 2017TRIDENT LTD.Hit by lower margins!
198006 Nov 2017KEC INTERNATIONAL LTQ2FY18 Result Update - Strong outlook
197905 Nov 2017VRL LOGISTICS LTD.Q2FY18 Result Update - Steady show in tough environment
197804 Nov 2017POWER GRID CORPORATIQ2FY18 Result Update - Strong Capitalization trend continues
197704 Nov 2017UNION BANK OF INDIAQ2FY18 Result Update - High provisioning leads to loss
197403 Nov 2017GLENMARK PHARMACEUTIQ2FY18 Result Update - Cost-control does the wonder, beat est; Consistency required
197303 Nov 2017AutomobilesSector Update - Auto Volumes Oct’17 – Seasonal Mismatch!!!
197203 Nov 2017HDFC Standard Life InsuranceIPO Note - Subscribe - Best play in the entire life insurance
197103 Nov 2017HINDALCO INDUSTRIESEvent Update - Novelis delivers strong show; EBITDA guidance upgraded
197603 Nov 2017HINDALCO INDUSTRIESQ2FY18 Result Update - Copper biz drives the earnings; Outlook on strong footing
197503 Nov 2017TITAN COMPANY LTD.Q2FY18 Result Update - In a “Sweet Spot”; Upgrade to BUY
204302 Nov 2017PPAP AUTOMOTIVEGood Show
197002 Nov 2017India FinancialsSector Update - Loan growth trends improving gradually
196902 Nov 2017THE RAMCO CEMENTSQ2FY18 Result Update - Beats estimate; Stretched valuations limit the upside potential
196802 Nov 2017I G PETROCHEMICALSQ2FY18 Result Update - Strong margins continue to drive earnings
196701 Nov 2017HERO MOTOCORP LTD.Q2FY18 Result Update - Steady show; maintain “Accumulate”
196601 Nov 2017TVS MOTOR COMPANY LTQ2FY18 Result Update - Margins trajectory looking up ; Accumulate
196501 Nov 2017SHRIRAM TRANSPORT FIQ2FY18 Result Update - Improving business outlook – Upgrade to BUY
196401 Nov 2017JAMMU & KASHMIR BANKQ2FY18 Result Update - Recovery in growth with stabilizing asset quality
196301 Nov 2017TECH MAHINDRA LTDQ2FY18 Result Update - Margin beat driven by Headcount reduction
196201 Nov 2017HEXAWARE TECHQ3CY17 Result Update - Margin beat drives earnings upgrade
195431 Oct 2017LIC HOUSING FINANCEQ2FY18 Result Update - Sharp margin pressure but steady growth trends
196131 Oct 2017JSW STEEL LTDQ2FY18 Result Update - Higher realisations to make-up for miss in H2
196031 Oct 2017DR REDDY'S LABSQ2FY18 Result Update - India drives growth; Deteriorating WC, US growth remains iffy
195931 Oct 2017CAPITAL FIRST LTD.Q2FY18 Result Update - Strong performance overall
195831 Oct 2017DABUR INDIAQ2FY18 Result Update - Worst is over; Accumulate
195731 Oct 2017MARICO LIMITEDQ2FY18 Result Update - Aggressive pricing and Restocking save 2Q; Reduce
195631 Oct 2017REDINGTON (INDIA) LTQ2FY18 Result Update - Steady quarter, 2HFY18 to show strong recovery
195531 Oct 2017BHARAT ELECTRONICSQ2FY18 Result Update - Best defence play
195331 Oct 2017JUBILANT LIFE SCIENCQ2FY18 Result Update - LSI boosts growth; Non-radio pharma, GST drag down margin
195231 Oct 2017TATA STEEL LIMITEDQ2FY18 Result Update - Lower realisations drove the miss; Outlook remains strong
194830 Oct 2017OIL & NATURAL GAS COQ2FY18 Result Update - Steady performance
195130 Oct 2017LUPIN LTDQ2FY18 Result Update - India growth saves the day, US growth stares at hard realities
195030 Oct 2017H D F CQ2FY18 Result Update - In-line quarter with steady business growth
194930 Oct 2017INDIAN OIL CORPORATQ2FY18 Result Update - Subpar performance likely to improve
194728 Oct 2017MARUTI SUZUKI INDIAQ2FY18 Result Update - In a league of its own ; “Buy”
193827 Oct 2017INDRAPRASTHA GAS LTDCompany Update - Positive tailwind to drive earnings
193727 Oct 2017MPHASIS LTDQ2FY18 Result Update - HP channel shows strong uptick
194527 Oct 2017CUMMINS INDIA LTDQ2FY18 Result Update - Domestic Outlook continues to be positive/ Exports volatile
194427 Oct 2017ENGINEERS INDIAQ2FY18 Result Update - Strong Performance
194327 Oct 2017ICICI BANK LTD EQQ2FY18 Result Update - Still walking on a tight rope
194227 Oct 2017CROMPTON GREAVES CONQ2FY18 Result Update - Market Share gains in Core Categories
194127 Oct 2017HEIDELBERG CEMENTQ2FY18 Result Update - Best earnings in the sector so far; Reiterate BUY
194027 Oct 2017ITC LIMITED EQUITYQ2FY18 Result Update - Valuations limit downside: “BUY”
193927 Oct 2017L&T FINANCE HOLDINGSQ2FY18 Result Update - Getting better & better
193226 Oct 2017EMAMI LTDQ2FY18 Result Update - Not out of the woods as yet; Reduce
193126 Oct 2017M&M FIN SER LTDQ2FY18 Result Update - Slower growth momentum; move to 90day will add to visibility
193626 Oct 2017Reliance Nippon Life Asset ManagementIPO Note - Subscribe - Ready to enjoy the investment
193526 Oct 2017YES BANK LTD.Q2FY18 Result Update - Large asset quality divergence shadow decent earnings
193426 Oct 2017JUBILANT FOODWORKSQ2FY18 Result Update - Restructuring paying off; Upgrade to Accumulate
193326 Oct 2017ABB INDIA LIMITEDQ3CY17 Result Update - Improving outlook
192525 Oct 2017AMBUJA CEMENTS LTDQ3CY17 Result Update - Miss led by higher costs; Rating downgraded to Accumulate
193025 Oct 2017MINDTREE LIMITEDQ2FY18 Result Update - Margin turnaround to remain a protracted journey
192825 Oct 2017KOTAK MAHINDRA BANKQ2FY18 Result Update - Business momentum picking up
192925 Oct 2017HINDUSTAN UNILEVERQ2FY18 Result Update - “In a sweet spot”; BUY
192725 Oct 2017HCL TECHNOLOGYQ2FY18 Result Update - Second consecutive quarter of tepid organic growth
192625 Oct 2017EXIDE INDUSTRIES LTDQ2FY18 Result Update - Operating performance disappoints ; ‘Accumulate’
192424 Oct 2017RALLIS INDIA LIMITEDQ2FY18 Result Update - Getting back on track; agrochem leads the recovery
192324 Oct 2017INFOSYS LIMITEDQ2FY18 Result Update - Steady Quarter, CEO appointment is the next trigger
192224 Oct 2017H D F C BANKQ2FY18 Result Update - Continues to be on strong footing
192124 Oct 2017ASIAN PAINTS LTDQ2FY18 Result Update - Premium valuations to sustain, “Accumulate”
192024 Oct 2017HINDUSTAN ZINCQ2FY18 Result Update - Marginal miss; Enjoys best outlook in the metal space
191922 Oct 2017NIIT TECHNOLOGIES LTQ2FY18 Result Update - Improvement in revenue trajectory is key positive
191818 Oct 2017ULTRATECH CEMENT LTDQ2FY18 Result Update - Earnings beat miss quality; Stretched valuations limit the upside
191618 Oct 2017A C C LIMITED.Q3CY17 Result Update - Strong show continues; Performance to get stronger in CY18
191718 Oct 2017BAJAJ AUTO LIMITEDQ2FY18 Result Update - Margins likely to remain under pressure; “Reduce”
191517 Oct 2017AXIS BANK LTDQ2FY18 Result Update - Shocker on asset quality
191417 Oct 2017WIPRO LTD.Q2FY18 Result Update - Revenue momentum remains tepid
191316 Oct 2017FEDERAL BANK LTD.Q2FY18 Result Update - Continues to improve quarter after quarter
191216 Oct 2017PERSISTENT SYSTEMSQ2FY18 Result Update - Steady quarter, Focus remains on margin trajectory
191116 Oct 2017COLGATE PALMOLIVE INQ2FY18 Result Update - Market share loss continues; Reduce
190916 Oct 2017AVENUE SUPERMARTS LTQ2FY18 Result Update - “Blue SKY” valuations; retain ‘Reduce’
190816 Oct 2017INDUSIND BANKEvent Update - Strong synergies from merger in long run
191016 Oct 2017KANSAI NEROLAC PAINTQ2FY18 Result Update - Growth momentum continues; BUY
204416 Oct 2017RAMA STEEL TUBESSteeling presence across India
190714 Oct 2017RELIANCE INDUSTRIESQ2FY18 Result Update -Impressive performance
190613 Oct 2017LUPIN LTDEvent Update - Solosec acquisition
190512 Oct 2017INDUSIND BANKQ2FY18 Result Update - All round performance continues
190412 Oct 2017TATA CONSULTANCY SERQ2FY18 Result Update - Margin beat negates softer Revenue growth
190311 Oct 2017CROMPTON GREAVES CONCompany Report - Re-discovering itself
190211 Oct 2017SOUTH INDIAN BANK LTQ2FY18 Result Update - On track; one off provisions impact earnings
190110 Oct 2017GAIL (INDIA) LIMITEDCompany Update - On a fast track
190010 Oct 2017General Insurance Corporation of IndiaIPO Note - Subscribe - Improving operating metrics; decent valuations
189909 Oct 2017Jul-Sep’17 Earnings PreviewGhost of demonetisation and GST to haunt Q2FY18 results
189806 Oct 2017FUTURE RETAIL LTD.Event Update - Leading Industry consolidation: “BUY”
189705 Oct 2017Godrej AgrovetIPO Note - Subscribe - Diversification led growth
189605 Oct 2017Indian Energy ExchangeIPO Note - Subscribe - Early mover in nascent market
189505 Oct 2017MAS Financial ServicesIPO Note - Subscribe - Strong growth potential with superior return ratios
189404 Oct 2017AutomobilesSector Update - Auto Volumes Sep’17 - Festive Cheers!!!
189303 Oct 2017Capital Goods Day - September 2017Post Conference Notes
189226 Sep 2017PERSISTENT SYSTEMSVisit Update - Focus remains on margin expansion
189122 Sep 2017BHARAT ELECTRONICSAnalyst Meet Update - Enhancing capability - Best defence play!
189021 Sep 2017TATA STEEL LIMITEDEvent Update - JV backed by strong operations and realistic synergies
188720 Sep 2017Prataap SnacksIPO Note - Not Rated - High growth potential, Margin volatility a risk
188620 Sep 2017SBI Life InsuranceIPO Note - Subscribe - Good play amongst other private peers
188920 Sep 2017THERMAX LTDManagement Meet Update - Building the right base
188820 Sep 2017THIRUMALAI CHEMICALSCompany Update - In a sweet spot, Improving fortune
188515 Sep 2017VOLTAS LIMITEDManagement Meet Update - Building on Strengths!
188415 Sep 2017MARICO LIMITEDManagement Meet Update - Near-term headwinds to delay recovery, “Reduce”
188314 Sep 2017I G PETROCHEMICALSCompany Report - Sharp turnaround in fortunes
188214 Sep 2017India Strategy & Top Ideas - September 2017Better Macros, but Earnings disappoint
188114 Sep 2017R.P.P. INFRA PROJECTCompany Report - Play on rural infra theme!
188013 Sep 2017ICICI Lombard General InsuranceIPO Note - Subscribe - Star in a nascent general insurance market
187908 Sep 2017CUMMINS INDIA LTDManagement Meet Update - Exports / margins bottoming out!
187807 Sep 2017AVENUE SUPERMARTS LTEvent Update - Reiterate reduce given bubble Zone Valuations
187707 Sep 2017RetailSector Update - Jewellery: PMLA to impact demand in near term
187606 Sep 2017REDINGTON (INDIA) LTCompany Report - Scale-up of high margin businesses to drive Re-rating
187405 Sep 2017HINDUSTAN ZINCVisit Update - Capacity addition and strong price outlook to drive the growth
187505 Sep 2017Dixon Technologies (India)IPO Note - Subscribe - Proxy play on fast growing consumer electronic market
187301 Sep 2017KEC INTERNATIONAL LTManagement Meet Update - Spreading its wings
187229 Aug 2017India FinancialsSector Update - Margins bottoming looks some time away
187128 Aug 2017GLENMARK PHARMACEUTINeed to tackle Short Term turbulence; Long Term prospect
187028 Aug 2017NESTLE INDIA LIMITEDAnalyst Meet Update
186923 Aug 2017S CHAND AND COMPANYCompany Report - Bestseller on the shelf for 80 years...!
186822 Aug 2017THYROCARE TECHNOLOGIQ1FY18 Result Update - Growth, headline margins beat; Guidance remain robust
186721 Aug 2017INFOSYS LIMITEDEvent Update - Medium term uncertainty to de-rate the stock
186618 Aug 2017Capital GoodsSector Update - Q1FY18 Review- Government spending continues to drive capex
186316 Aug 2017MANPASAND BEVERAGESQ1FY18 Result Update - On Track to sustain growth; BUY
186216 Aug 2017COAL INDIA LIMITEDQ1FY18 Result Update - Miss by a wide margin; Earnings outlook continues to worsen
186516 Aug 2017SADBHAV ENGINEERINGQ1FY18 Result Update - Focus on execution and balance sheet improvement
186416 Aug 2017SONATA SOFTWAREQ1FY18 Result Update - Strong growth, reasonable valuations
186114 Aug 2017STEEL AUTHORITY OF IQ1FY18 Result Update - Costs continue to dampen earnings; Maintain Reduce
186014 Aug 2017BHARAT PETROLEUM CORQ1FY18 Result Update - Higher inventory loss drag earnings
185914 Aug 2017OIL INDIA LIMITEDQ1FY18 Result Update - Lower cost drive earnings outperformance
185714 Aug 2017RAMKRISHNA FORGINGSQ1FY18 Result Update - Robust improvement continues; BUY
185814 Aug 2017ATUL AUTO LTDQ1FY18 Result Update - Good performance on a low base; Accumulate
185613 Aug 2017SUN PHARMACEUTICAL IQ1FY18 Result Update - Looking down the barrel
185512 Aug 2017BANK OF BARODAQ1FY18 Result Update - Asset quality issues continue, but PCR improves
185412 Aug 2017CADILA HEALTHCARE LTQ1FY18 Result Update - India, EU dampen mood; US generics on a strong turnaround
185312 Aug 2017CIPLA LTD.Q1FY18 Result Update - Core sales disappoints; Maintain guidance for key US launches
185212 Aug 2017STATE BANK OF INDIAQ1FY18 Result Update - Merger hurdle on the back with some hiccups in asset quality
185112 Aug 2017HINDALCO INDUSTRIESQ1FY18 Result Update - Copper biz drags the earnings; Strong Al drives the outlook
184611 Aug 2017GLAXOSMITHKLINE CONSQ1FY18 Result Update - Valuations limit downside
184511 Aug 2017INDRAPRASTHA GAS LTDQ1FY18 Result Update - Another strong quarter
185011 Aug 2017ALLCARGO LOGISTICSQ1FY18 Result Update - Weak operating performance
184911 Aug 2017KALPATARU POWER TRANQ1FY18 Result Update - Expecting a strong year ahead
184811 Aug 2017ASHOKA BUILDCON LTDQ1FY18 Result Update - Strong pick up in execution
184711 Aug 2017TVS MOTOR COMPANY LTQ1FY18 Result Update - Operating performance disappoints again; Reduce
183610 Aug 2017BHARAT FORGE LTD.Q1FY18 Result Update - Strong export growth; Accumulate
183510 Aug 2017IT ServicesSector Update - Will Midcap IT be pushed to the wall?
184410 Aug 2017India Strategy & Top Ideas - Aug 2017Strong Macros & Domestic buying to take the market higher
184310 Aug 2017VA TECH WABAG LTD.Q1FY18 Result Update - Slight miss in estimates, domestic scenario yet to improve
183410 Aug 2017NMDC LIMITEDQ1FY18 Result Update - Margins peaked-out; Earnings outlook remains weak
184210 Aug 2017UNION BANK OF INDIAQ1FY18 Result Update - Back to square one with higher impairments
184110 Aug 2017BHARAT HEAVY ELECTRIQ1FY18 Result Update - Unconvincing Outlook
184010 Aug 2017ENGINEERS INDIAQ1FY18 Result Update - Strong visibility
183910 Aug 2017GAIL (INDIA) LIMITEDQ1FY18 Result Update - Another impressive performance
183810 Aug 2017PETRONET LNG LTD.Q1FY18 Result Update - Strong operating performance
183710 Aug 2017MOTHERSON SUMI SYSQ1FY18 Result Update - Strong revenue growth; maintain “Accumulate”
183309 Aug 2017TATA MOTORS LTDQ1FY18 Result Update - JLR margins slump, improvement likely in CY18; Accumulate
183209 Aug 2017JINDAL STEEL & POWERQ1FY18 Result Update - Delivers on expected lines; H2 to see the material recovery
183109 Aug 2017NAVNEET EDUCATIONQ1FY18 Result Update - Expect some spill-over to Q2, FY18 growth on track
183009 Aug 2017THERMAX LTDQ1FY18 Result Update - Building on strengths
182909 Aug 2017INDOCO REMEDIES LTDQ1FY18 Result Update - GST hits India formulations, regulatory healwind hits US generics
182809 Aug 2017EICHER MOTORSQ1FY18 Result Update - Royal Enfield's good show continues; Accumulate
182709 Aug 2017BANK OF INDIAQ1FY18 Result Update - Asset quality holds up but performance weak
182609 Aug 2017BRITANNIA INDUSTRIESQ1FY18 Result Update - Growth acceleration ahead: BUY
182509 Aug 2017MAHANAGAR GAS LTD.Q1FY18 Result Update - Higher than expected margins drive earnings
182208 Aug 2017TATA STEEL LIMITEDQ1FY18 Result Update - Europe delivers strong show; Outlook continues to strengthen
182408 Aug 2017TEAMLEASE SERVICESQ1FY18 Result Update - Growth momentum remains intact
182308 Aug 2017FUTURE RETAIL LTD.Q1FY18 Result Update - Growth momentum sustained: BUY
182007 Aug 2017HINDUSTAN PETROLEUMQ1FY18 Result Update - Strong operating performance
182107 Aug 2017DR. LAL PATHLABS LTDQ1FY18 Result Update - Exploring ways and means to maintain growth, profitability
181905 Aug 2017VRL LOGISTICS LTD.Q1FY18 Result Update - Starting the year on a steady note
204504 Aug 2017VETO SWITCHGEARS & CABLESWired for Growth
181804 Aug 2017JK LAKSHMI CEMENT LTQ1FY18 Result Update - Improved show; On right path to structural margin recovery
181704 Aug 2017DABUR INDIAQ1FY18 Result Update - Resilient performance; Accumulate
181604 Aug 2017CUMMINS INDIA LTDQ1FY18 Result Update - Exports /margins bottoming out!
181004 Aug 2017INDIAN OIL CORPORATQ1FY18 Result Update - Inventory loss mar strong performance
181504 Aug 2017VOLTAS LIMITEDQ1FY18 Result Update - Building on strengths
181404 Aug 2017MAHINDRA & MAHINDRAQ1FY18 Result Update - Decent results; “Accumulate"
181304 Aug 2017CEAT LIMITED EQQ1FY18 Result Update - Extremely weak Q1 OPM, normalisation ahead; “Accumulate”
181104 Aug 2017HEXAWARE TECHAnalyst Meet Update - “Shrink IT” strategy enables momentum
181204 Aug 2017TRIBHOVANDAS BHIMJIQ1FY18 Result Update - On track for steady Growth: BUY
180903 Aug 2017THE RAMCO CEMENTSQ1FY18 Result Update - Stretched valuations and low earnings growth drives downgrade
180803 Aug 2017TITAN COMPANY LTD.Q1FY18 Result Update - Jewellery to restore glitter; upgrade to Accumulate
180703 Aug 2017LUPIN LTDQ1FY18 Result Update - Headwind intensified; Guidance lacks clarity, rationale
180603 Aug 2017COLGATE PALMOLIVE INQ1FY18 Result Update - Market share loss continues; Reduce
180503 Aug 2017EMAMI LTDQ1FY18 Result Update - Worst seems over “Optically”; Reduce
180402 Aug 2017CAPITAL FIRST LTD.Q1FY18 Result Update - Steady operational performance; recognition moved at 90 day
180302 Aug 2017PUNJAB NAT.BANKQ1FY18 Result Update - Steady operating performance; asset quality still weak
180202 Aug 2017KEC INTERNATIONAL LTQ1FY18 Result Update - Strong outlook
180002 Aug 2017POWER GRID CORPORATIQ1FY18 Result Update - Strong capitalization trend continues
179902 Aug 2017MARICO LIMITEDQ1FY18 Result Update - Trade de-stocking hurts 1Q; Reduce
179802 Aug 2017JSW STEEL LTDQ1FY18 Result Update - Higher costs hit margins; Firm price outlook to make-up for miss
179701 Aug 2017BHARAT ELECTRONICSQ1FY18 Result Update - Strong performance - Best defence play!
179601 Aug 2017India FinancialsSector Update - Loan growth trends weak from all segments
179531 Jul 2017SIEMENS LTDQ3FY17 Result Update - Future Ready
179431 Jul 2017HEXAWARE TECHQ2CY17 Result Update - Strong revenue beat raises momentum
179331 Jul 2017SHREE CEMENT LTD.Q1FY18 Result Update - Beats estimates; Strong earnings growth to support valuations
179231 Jul 2017TECH MAHINDRA LTDQ1FY18 Result Update - Delivers on low expectations
179131 Jul 2017SHRIRAM TRANSPORT FIQ1FY18 Result Update - Better earnings performance
178528 Jul 2017TRIBHOVANDAS BHIMJICompany Report - Back in the reckoning
178428 Jul 2017Cochin ShipyardIPO Note - Subscribe - Good proxy play on defense!
178328 Jul 2017IDFC BANK LIMITEDQ1FY18 Result Update - Earnings led by large treasury gains; core performance weak
178228 Jul 2017ICICI BANK LTD EQQ1FY18 Result Update - Muted performance
179028 Jul 2017LARSEN & TOUBROQ1FY18 Result Update - Domestic execution showing positive trends
178928 Jul 2017HEIDELBERG CEMENTQ1FY18 Result Update - Earnings hit by temporary sand issues; Maintain BUY
178828 Jul 2017LIC HOUSING FINANCEQ1FY18 Result Update - Weak asset quality with weak operating performance
178728 Jul 2017GLENMARK PHARMACEUTIQ1FY18 Result Update - High R&D expenses to be short-term valuation overhang
178127 Jul 2017L&T FINANCE HOLDINGSQ1FY18 Result Update - Continues to forge ahead; strong conviction BUY!
178027 Jul 2017DR REDDY'S LABSQ1FY18 Result Update - Maintain Reduce; Too many hurdles to get back quality growth
177927 Jul 2017HCL TECHNOLOGYQ1FY18 Result Update - Softness in IMS could weighs on growth momentum
177827 Jul 2017MPHASIS LTDQ1FY18 Result Update - Strong Revenue beat, HP channel delivers a thunder
177727 Jul 2017ITC LIMITED EQUITYQ1FY18 Result Update - Steady quarter, GST delays recovery to 2H18: “BUY”
177627 Jul 2017MARUTI SUZUKI INDIAQ1FY18 Result Update - Q1 margins lower, outlook remains positive; “Accumulate”
177527 Jul 2017EXIDE INDUSTRIES LTDQ1FY18 Result Update - Good operational performance; ‘Accumulate’
177427 Jul 2017OIL & NATURAL GAS COQ1FY18 Result Update - Steady performance
177327 Jul 2017PIDILITE INDUSTRIESManagement Meet Update - Core strategy on track, Accumulate
176726 Jul 2017THIRUMALAI CHEMICALSCompany Update - Sharp turnaround in fortunes
177226 Jul 2017H D F CQ1FY18 Result Update - In-line quarter; better performance on business
177126 Jul 2017FEDERAL BANK LTD.Q1FY18 Result Update - Strong business momentum; slight aberration in asset quality
177026 Jul 2017YES BANK LTD.Q1FY18 Result Update - Strong operating performance
176926 Jul 2017NESTLE INDIA LIMITEDQ2CY17 Result Update - Input costs dent margins; “Reduce”
176826 Jul 2017PIDILITE INDUSTRIESQ1FY18 Result Update - GST destocking and Input cost inflation spoiler, Accumulate
176625 Jul 2017M&M FIN SER LTDQ1FY18 Result Update - Strong outlook on growth and asset quality
176525 Jul 2017AXIS BANK LTDQ1FY18 Result Update - Operationally weak quarter; asset quality issues linger
176325 Jul 2017HERO MOTOCORP LTD.Q1FY18 Result Update - Steady show; maintain “Accumulate”
176425 Jul 2017ASIAN PAINTS LTDQ1FY18 Result Update - Expect strong rebound in 2Q, “Accumulate”
176224 Jul 2017H D F C BANKQ1FY18 Result Update - Strong operational performances dwarfs agri slippages
176124 Jul 2017JAMMU & KASHMIR BANKQ1FY18 Result Update - Issues getting addressed, improved outlook
176024 Jul 2017AMBUJA CEMENTS LTDQ2CY17 Result Update - Beats estimates; Well placed to outperform the peers
175924 Jul 2017ASHOK LEYLANDQ1FY18 Result Update - Q1 weak, sequential improvement ahead; “Accumulate”
175824 Jul 2017AVENUE SUPERMARTS LTQ1FY18 Result Update - Dilution of cluster strategy; downgrade to ‘Reduce’
175722 Jul 2017PERSISTENT SYSTEMSQ1FY18 Result Update - Mix shift in favour of Onsite weighs on margins
175521 Jul 2017FUTURE RETAIL LTD.Company Report - Hitting the Bulls Eye...Finally
175621 Jul 2017BAJAJ AUTO LIMITEDQ1FY18 Result Update - Margins dip, slow recovery likely ahead; “Accumulate”
175420 Jul 2017RALLIS INDIA LIMITEDQ1FY18 Result Update - GST disruptions; expect gradual normalisation
175320 Jul 2017WIPRO LTD.Q1FY18 Result Update - Capital allocation strategy reflect in higher multiples
175220 Jul 2017HINDUSTAN ZINCQ1FY18 Result Update - Marginal miss; Best placed in the base metal pack
175120 Jul 2017NIIT TECHNOLOGIES LTQ1FY18 Result Update - Strong Execution; Reasonable valuations
175020 Jul 2017KOTAK MAHINDRA BANKQ1FY18 Result Update - Delivers on most metrics but marginal slip in asset quality
174920 Jul 2017ABB INDIA LIMITEDQ2CY17 Result Update - Base business continue to drive inflows
174820 Jul 2017RELIANCE INDUSTRIESQ1FY18 Result Update - Impressive performance
174720 Jul 2017KANSAI NEROLAC PAINTQ1FY18 Result Update - On the right track; BUY
174319 Jul 2017NAVNEET EDUCATIONCompany Update - Annual Report Analysis
174619 Jul 2017ULTRATECH CEMENT LTDQ1FY18 Result Update - Miss on volumes; Stabilisation of merger holds the key
174519 Jul 2017MINDTREE LIMITEDQ1FY18 Result Update - Weak margin trajectory remains a concern
174419 Jul 2017AUROBINDO PHARMAEvent Update - Renvela: Lower R&D costs no hindrance for complex generics
174018 Jul 2017ITC LIMITED EQUITYEvent Update - Cigarette taxes up in GST; medium term outlook intact
174218 Jul 2017JUBILANT LIFE SCIENCQ1FY18 Result Update - Higher LSI sales, tax rate guide lower headline margins
174118 Jul 2017HINDUSTAN UNILEVERQ1FY18 Result Update - “Levered” to grow faster; BUY
173917 Jul 2017A C C LIMITED.Q2CY17 Result Update - Beats estimates; Operations on elevation to strong trajectory
173817 Jul 2017JUBILANT FOODWORKSQ1FY18 Result Update - Everyday Value drives Q1FY18, Reduce
173714 Jul 2017INFOSYS LIMITEDQ1FY18 Result Update - Steady execution raises confidence
173613 Jul 2017TATA CONSULTANCY SERQ1FY18 Result Update - Margin deceleration weighs on earnings
173512 Jul 2017SOUTH INDIAN BANK LTQ1FY18 Result Update - Better operational performance
173311 Jul 2017SONATA SOFTWARECompany Report - Steady growth, Reasonable valuations
173211 Jul 2017Apr-Jun'17 Earnings PreviewQ1FY18 Results Preview, expect a better Q1 in revenue, PAT under pressure
173411 Jul 2017INDUSIND BANKQ1FY18 Result Update - Strong operating performance; asset quality a slight miss
173107 Jul 2017HIMADRI SPECIALITY CVisit Update - All set for the next leap
173006 Jul 2017SOUTH INDIAN BANK LTCompany Update - Set for a rebound, set to scale up in retail
172904 Jul 2017ITC LIMITED EQUITYCompany Update - GST booster to sustain re-rating, Buy
172830 Jun 2017PERSISTENT SYSTEMSVisit Update - Digital and IBM IoT to drive growth
172729 Jun 2017AUROBINDO PHARMACompany Update - Clearance of Unit-7 to pave way for multiple complex drugs
172627 Jun 2017TATA STEEL LIMITEDCompany Update - Europe operations-Time ripe to go alone; JV to be a unfit match
172522 Jun 2017AU Small Finance BankIPO Note - Subscribe - Good long term story; transformation into SFB adds scalability
172421 Jun 2017GTPL HathwayIPO Note - Subscribe - Attractive valuations, but Challenging industry dynamics remain a concern
172321 Jun 2017MANPASAND BEVERAGESCompany Report - Sipping it Up
172220 Jun 2017Central Depository Services LimitedIPO Note - Subscribe - Stable growth story
172017 Jun 2017Eris LifesciencesIPO Note - Risk return matrix challenging – Recommend Avoid
171915 Jun 2017AUROBINDO PHARMAEvent Update - Renvela PFOS to offer opportunity with limited competition
171815 Jun 2017GST ImpactEffect of GST on Plywood Industry
171714 Jun 2017SUN PHARMACEUTICAL IEvent Update - Launch of gZetia destined to be non-event for earnings
171612 Jun 2017Tejas NetworksIPO Note - Avoid - Volatile performance and punchy valuations
171512 Jun 2017RAMKRISHNA FORGINGSCompany Report - Scaling up to the next level; Initiate with a BUY
171412 Jun 2017ADF FOODS LIMITEDManagement Meet Update - On a strong footing
171312 Jun 2017India Strategy & Top Ideas - June 2017Domestic buying; GST implementation and impact, key for market direction
171212 Jun 2017KEC INTERNATIONAL LTManagement Meet Update - On right track
171112 Jun 2017CEAT LIMITED EQAnalyst Meet Update - Better product mix to drive growth; “Accumulate
171008 Jun 2017CementSector Update - Temporary sand issues hurt demand; Outlook remains strong
170908 Jun 2017AutomobilesSector Update - Q4FY17 Review – Sluggish Q4, H2FY18 outlook better
170707 Jun 2017MINDTREE LIMITEDVisit Update - Margin recovery remains an uphill task
170807 Jun 2017CADILA HEALTHCARE LTEvent Update - Moraiya’s potential begins with Lialda approval
170505 Jun 2017COAL INDIA LIMITEDAnalyst Meet Update - Earnings outlook to remain weak for prolonged period
170605 Jun 2017Capital Goods & InfrastructureSector Update - Q4FY17 Review – Government capex to drive recovery
170402 Jun 2017HINDUSTAN UNILEVERAnalyst Meet Update - Set to ride demand recovery
170301 Jun 2017THERMAX LTDQ4FY17 Result Update - Working on building a strong base
170201 Jun 2017J. KUMAR INFRAPROJECQ4FY17 Result Update - Execution likely to improve!
170131 May 2017MAHINDRA & MAHINDRAQ4FY17 Result Update - Long-term story intact; “Accumulate
170031 May 2017OIL INDIA LIMITEDQ4FY17 Result Update - Volume outlook remains a concern
169931 May 2017SADBHAV ENGINEERINGQ4FY17 Result Update - Execution picking up
169831 May 2017POWER GRID CORPORATIQ4FY17 Result Update - Strong capitalization trend likely to continue
169731 May 2017BHARAT ELECTRONICSQ4FY17 Result Update - Strong performance - Best defence play!
169631 May 2017AUROBINDO PHARMAQ4FY17 Result Update - Price erosion impacts US growth; outlook remains strong
169030 May 2017OIL & NATURAL GAS COQ4FY17 Result Update - Steady performance
168930 May 2017LARSEN & TOUBROQ4FY17 Result Update - Decent Performance!
169530 May 2017THE RAMCO CEMENTSQ4FY17 Result Update - Marginal miss; Remains the best play in Southern market
169430 May 2017WABCO INDIA LTD.Q4FY17 Result Update - Q4 below expectations, Long term story intact; Accumulate
169330 May 2017HINDALCO INDUSTRIESQ4FY17 Result Update - Stable operations keep the earnings outlook on strong footing
169230 May 2017BRITANNIA INDUSTRIESQ4FY17 Result Update - Ready for takeoff in 2H: BUY
169130 May 2017BHARAT PETROLEUM CORQ4FY17 Result Update - Healthy performance
168629 May 2017INDRAPRASTHA GAS LTDQ4FY17 Result Update - Another strong quarter
168529 May 2017CADILA HEALTHCARE LTQ4FY17 Result Update - Q4FY17 remain tepid; Valuation reflects near term potential
168829 May 2017COAL INDIA LIMITEDQ4FY17 Result Update - Big miss; Earnings trajectory far from bottoming-out
168729 May 2017JUBILANT FOODWORKSQ4FY17 Result Update - Trying to Re-identify its “Mojo” - Reduce
168427 May 2017NAVNEET EDUCATIONQ4FY17 Result Update - Steady growth continues
168327 May 2017VA TECH WABAG LTD.Q4FY17 Result Update - Numbers in line, money raising on cards
168227 May 2017INDOCO REMEDIES LTDQ4FY17 Result Update - Uncertainty looms large in India sales, Plant issues remain at limbo
168127 May 2017SUN PHARMACEUTICAL IQ4FY17 Result Update - US, India sales under weather, weak guidance for FY18
168026 May 2017TECH MAHINDRA LTDQ4FY17 Result Update - LCC continues to play spoilsport
167926 May 2017HINDUSTAN PETROLEUMQ4FY17 Result Update - Superlative performance
167826 May 2017INDIAN OIL CORPORATQ4FY17 Result Update - Strong operating performance
167726 May 2017MAHANAGAR GAS LTD.Q4FY17 Result Update - Margins continue to remain healthy
167626 May 2017MPHASIS LTDQ4FY17 Result Update - Capital allocation strategy supporting multiples
167526 May 2017ITC LIMITED EQUITYQ4FY17 Result Update - Steady quarter, Flat tax under GST positive: “Accumulate”
167426 May 2017HEIDELBERG CEMENTQ4FY17 Result Update - Strong show across the fronts; Upgrade to BUY
167326 May 2017CIPLA LTD.Q4FY17 Result Update - Earning miss; Guidance of robust sales, tepid margin, high capex
167125 May 2017LUPIN LTDQ4FY17 Result Update - Margin, earnings miss; US guidance lower
167225 May 2017VOLTAS LIMITEDQ4FY17 Result Update - Building on strengths!
166824 May 2017JINDAL STEEL & POWERQ4FY17 Result Update - Beats across the board; Structural recovery in full swing
166724 May 2017GAIL (INDIA) LIMITEDQ4FY17 Result Update - Impressive growth prospects
166624 May 2017JUBILANT LIFE SCIENCQ4FY17 Result Update - LSI business turns the corner, Pharma remains strong
166924 May 2017BHARAT FORGE LTD.Q4FY17 Result Update - Export recovery drives Q4 performance; Accumulate
166523 May 2017TATA MOTORS LTDQ4FY17 Result Update - Sequential improvement at JLR; Accumulate
166423 May 2017ENGINEERS INDIAQ4FY17 Result Update - Strong visibility
166323 May 2017ALLCARGO LOGISTICSQ4FY17 Result Update - In line results, Strong cash generation continues
166022 May 2017BANK OF INDIAQ4FY17 Result Update - Weak performance; capital level critical
165922 May 2017PIDILITE INDUSTRIESQ4FY17 Result Update - Demand outlook positive, margins have peaked
166222 May 2017TEAMLEASE SERVICESQ4FY17 Result Update - Demand drivers intact, GST to act as a catalyst
165722 May 2017KEC INTERNATIONAL LTQ4FY17 Result Update - On right track
165822 May 2017KALPATARU POWER TRANQ4FY17 Result Update - Focusing on profitable growth
165622 May 2017VRL LOGISTICS LTD.Q4FY17 Result Update - Washout FY17, hopeful of recovery from FY18
165522 May 2017PUNJAB NAT.BANKQ4FY17 Result Update - Slippages remain high despite high recoveries recovery
165419 May 2017CUMMINS INDIA LTDQ4FY17 Result Update - Weak export outlook led by LHP
165319 May 2017STATE BANK OF INDIAQ4FY17 Result Update - Continuing its steady path
165219 May 2017BAJAJ AUTO LIMITEDQ4FY17 Result Update - Margins fail to meet expectations; “Accumulate”
165119 May 2017BANK OF BARODAQ4FY17 Result Update - Better operating performance
166119 May 2017TITAN COMPANY LTD.Q4FY17 Result Update - Pushing growth, GST remains a key overhang
165018 May 2017IT ServicesSector Update - Is a cartelisation underway to defer wage hikes?
164717 May 2017TATA STEEL LIMITEDQ4FY17 Result Update - Strong show across the ops; Strong outlook drives rating upgrade
164917 May 2017HINDUSTAN UNILEVERQ4FY17 Result Update - Upgrade to BUY on improved growth outlook
164817 May 2017JSW STEEL LTDQ4FY17 Result Update - Marginal miss; Remains structural compounding story
164616 May 2017SOUTH INDIAN BANK LTQ4FY17 Result Update - Strengthening balance sheet step by step
164516 May 2017ATUL AUTO LTDQ4FY17 Result Update - Weak H2, Better long-term outlook; Accumulate
164415 May 2017SIEMENS LTDAnalyst Meet Update - Future ready!
164315 May 2017JAMMU & KASHMIR BANKQ4FY17 Result Update - Weak path ahead
164215 May 2017COLGATE PALMOLIVE INQ4FY17 Result Update - Steadily losing share in Core category; Reduce
164115 May 2017India Strategy & Top Ideas - May 2017Domestic buying; key for the market direction
164013 May 2017DR REDDY'S LABSQ4FY17 Result Update - US core sales impacted, EM remain tepid; Weak Guidance remain weak
163512 May 2017GLAXOSMITHKLINE CONSQ4FY17 Result Update - Recovery uncertain, valuations limit downside
163912 May 2017TITAN COMPANY LTD.Q4FY17 Result Update - 4Q propped up by one of events, Reduce
163812 May 2017DR. LAL PATHLABS LTDQ4FY17 Result Update - B-2-B pricing pressure, Demon continue to impact performance
163712 May 2017NESTLE INDIA LIMITEDQ1CY17 Result Update - Competition to make recovery a long haul “Reduce”
163612 May 2017GLENMARK PHARMACEUTIQ4FY17 Result Update - Lower Zetia sales, write-off lead to tepid performance
163412 May 2017HCL TECHNOLOGYQ4FY17 Result Update - Guidance implies tepid organic growth trajectory
163111 May 2017HERO MOTOCORP LTD.Q4FY17 Result Update - Inventory clearance distorts steady show; “Accumulate”
163011 May 2017HINDALCO INDUSTRIESEvent Update - Novelis posts strong show; Rich product mix and strong outlook on US to aid earnings
163311 May 2017THYROCARE TECHNOLOGIQ4FY17 Result Update - Demonetisation or not – Pathology growth, margins robust
163211 May 2017ASIAN PAINTS LTDQ4FY17 Result Update - Premium Valuations to sustain, “Accumulate”
162710 May 2017PETRONET LNG LTD.Q4FY17 Result Update - Another impressive performance
162910 May 2017CAPITAL FIRST LTD.Q4FY17 Result Update - Operational performance remains strong
162810 May 2017J. KUMAR INFRAPROJECVisit Update - Execution to be the key driver
162609 May 2017ABB INDIA LIMITEDQ1CY17 Result Update - Strong inflow growth, Railway/Exports key driver
162509 May 2017UNION BANK OF INDIAQ4FY17 Result Update - NII better, but provisions disappoint
162409 May 2017JUBILANT LIFE SCIENCEvent Update - Foray in US radiopharmacy (Triad Inc) to benefit return ratios
162208 May 2017EICHER MOTORSQ4FY17 Result Update - Royal Enfield's good show continues; Accumulate
162108 May 2017EMAMI LTDQ4FY17 Result Update - Headwinds to accentuate with GST "Reduce"
162308 May 2017AVENUE SUPERMARTS LTQ4FY17 Result Update - Long term story intact, Accumulate
162007 May 2017NIIT TECHNOLOGIES LTQ4FY17 Result Update - Strong Execution, Reasonable Valuations
161906 May 2017L&T FINANCE HOLDINGSQ4FY17 Result Update - Structural story playing out well but long way ahead
161805 May 2017H D F CQ4FY17 Result Update - Steady performance
161704 May 2017ICICI BANK LTD EQQ4FY17 Result Update - Improvement seen, but expected to be slow
161603 May 2017INDIAN OIL CORPORATCompany Update - Interesting times ahead
161503 May 2017MARICO LIMITEDQ4FY17 Result Update - Downgrade to Reduce on “Sky high” valuations
161302 May 2017AMBUJA CEMENTS LTDQ1CY17 Result Update - Misses estimates; Strong outlook outweighs the miss
161202 May 2017DABUR INDIAQ4FY17 Result Update - Rural demand positive, GST holds the Key; Accumulate
161402 May 2017KANSAI NEROLAC PAINTQ4FY17 Result Update - The Juggernaut rolls on; BUY
204628 Apr 2017STERLITE TECHNOLOGIESQ4FY17 Result Update
161128 Apr 2017FEDERAL BANK LTD.Q4FY17 Result Update - Strong performance with improving metrics
160627 Apr 2017JK LAKSHMI CEMENT LTManagement Meet Update - Banking on cost competitiveness; Upgrade to BUY
160527 Apr 2017AXIS BANK LTDQ4FY17 Result Update - Better quarter on operations; mixed on asset quality
161027 Apr 2017KOTAK MAHINDRA BANKQ4FY17 Result Update - Delivers on most metrics but marginal slip in asset quality
160927 Apr 2017SHRIRAM TRANSPORT FIQ4FY17 Result Update - Slower business growth and transition impacts earning
160827 Apr 2017MARUTI SUZUKI INDIAQ4FY17 Result Update - Steady performance again; “Accumulate”
160727 Apr 2017TVS MOTOR COMPANY LTQ4FY17 Result Update - Other income drives profits; Reduce
160426 Apr 2017KSB PUMPS LTD.Q1CY17 Result Update - Oil & Gas/ Standard Products to Drive Growth
160326 Apr 2017LIC HOUSING FINANCEQ4FY17 Result Update - Strong margin performance but limited levers
160226 Apr 2017IDFC BANK LIMITEDQ4FY17 Result Update - Charting a growth path till FY2020
159725 Apr 2017ULTRATECH CEMENT LTDQ4FY17 Result Update - Misses estimates; Outlook strengthens across the fronts
160125 Apr 2017PERSISTENT SYSTEMSQ4FY17 Result Update - Strong Margin beat negates Growth miss
160025 Apr 2017M&M FIN SER LTDQ4FY17 Result Update - Improving outlook on growth and recoveries!
159925 Apr 2017WIPRO LTD.Q4FY17 Result Update - Tepid 1Q guidance puts growth in tough spot for FY18
159825 Apr 2017RALLIS INDIA LIMITEDQ4FY17 Result Update - Well placed for the upcoming season
159625 Apr 2017RELIANCE INDUSTRIESQ4FY17 Result Update - Impressive performance
159524 Apr 2017S Chand and CompanyIPO Note - Subscribe - The 80 year old Publisher arrives
159424 Apr 2017HEXAWARE TECHQ1CY17 Result Update - Strong Revenue beat raises Momentum
159324 Apr 2017BHARAT FORGE LTD.Visit Update - Innovating to meet future demand; Accumulate
159224 Apr 2017A C C LIMITED.Q1CY17 Result Update - Beats on volume growth; Stage set for long expected recovery
159121 Apr 2017H D F C BANKQ4FY17 Result Update - Momentum picking-up again post blip from demonetisation
159021 Apr 2017JUBILANT FOODWORKSCompany Update - 27-33% lower price offer, pay off uncertain
158920 Apr 2017MINDTREE LIMITEDQ4FY17 Result Update - One swallow does not make a summer
158820 Apr 2017INDUSIND BANKQ4FY17 Result Update - Continuing to forge ahead
158619 Apr 2017India FinancialsSector Update - RBI – Forcing Pro-activeness in Banks
158519 Apr 2017TATA CONSULTANCY SERQ4FY17 Result Update - Margin trajectory holds the key
158719 Apr 2017YES BANK LTD.Q4FY17 Result Update - Core performance strong but pangs in asset quality
158413 Apr 2017R.P.P. INFRA PROJECTVisit Update - Play on rural infra theme!
158313 Apr 2017INFOSYS LIMITEDQ4FY17 Result Update - Margin trajectory weighs on earnings
158212 Apr 2017IT ServicesSector Update - Rupee Appreciation: Will Wage hikes be deferred?
158111 Apr 2017NOCIL LIMITEDVisit Update - Revving up
158011 Apr 2017DR. LAL PATHLABS LTDCompany Report - The Ace in the pack
157907 Apr 2017HINDUSTAN OIL EXPLOVisit Update - On a fast track
157806 Apr 2017Jan-Mar’17 Earnings PreviewQ4FY17 Results Preview, expect a better Q4
157729 Mar 2017Rising Star Investor Conference 2017Post Conference Note
157621 Mar 2017AVENUE SUPERMARTS LTCompany Report - Set to run a Marathon: BUY
157510 Mar 2017JINDAL STEEL & POWERVisit Update - Moving closer to crucial timelines; Reiterate BUY
157410 Mar 2017India Strategy & Top Ideas - March 2017Demons of Demonetisation to spill over to 4QFY17 too
157309 Mar 2017Indian IT ServicesSector Update - Global IT stocks Leap ahead; Time to Reboot for Indian IT
157103 Mar 2017Music BroadcastIPO Note - Subcribe
157203 Mar 2017Avenues SupermartsIPO Note - Ready for a Marathon; Subscribe
157002 Mar 2017RELIANCE INFRASTRUCTCompany Update - Battle Ready!
156901 Mar 2017India FinancialsSector Update - Credit offtake struggling to recover
156827 Feb 2017JINDAL STEEL & POWERAnalyst Meet Update - Rising like a Phoenix; Reiterate BUY
156727 Feb 2017SPICE JET LTDCompany Update - Strong growth, but demonetisation impacts performance
156523 Feb 2017India Strategy & Top Ideas - Feb 2017Demons of Demonetisation to stay till 1QFY18
156623 Feb 2017Capital Goods & InfrastructureSector Update - Q3FY17 Review - Government capex to lead recovery
156416 Feb 2017J. KUMAR INFRAPROJECQ3FY17 Result Update - Execution to be the key driver
156316 Feb 2017VOLTAS LIMITEDQ3FY17 Result Update - Building on strengths!
156215 Feb 2017GAIL (INDIA) LIMITEDCompany Report - On a comeback trail
156115 Feb 2017SADBHAV ENGINEERINGQ3FY17 Result Update - Expecting strong 4QFY17
156015 Feb 2017JINDAL STEEL & POWERQ3FY17 Result Update - Beats across the board; Structural recovery in full swing
155915 Feb 2017NESTLE INDIA LIMITEDQ4CY16 Result Update - Input cost challenges ahead: “Reduce”
155214 Feb 2017HINDUSTAN PETROLEUMQ3FY17 Result Update - Operationally in-line performance
155114 Feb 2017PETRONET LNG LTD.Q3FY17 Result Update - Steady performance
155814 Feb 2017SUN PHARMACEUTICAL IQ3FY17 Result Update - Competition intensifies in US core sales, Taro products
155714 Feb 2017TATA MOTORS LTDQ3FY17 Result Update - Disappointing performance
155614 Feb 2017KALPATARU POWER TRANQ3FY17 Result Update - Strong Execution
155514 Feb 2017ALLCARGO LOGISTICSQ3FY17 Result Update - Margins disappoint, volumes surprise
155414 Feb 2017BRITANNIA INDUSTRIESQ3FY17 Result Update - Strong fundamentals help to stem the Demon tide
155314 Feb 2017GLAXOSMITHKLINE CONSQ3FY17 Result Update - Demonetisation accentuates growth woes
154413 Feb 2017COAL INDIA LIMITEDQ3FY17 Result Update - Misses estimates; Higher costs dims hope for earnings recovery
154313 Feb 2017HINDUSTAN ZINCQ3FY17 Result Update - Earnings in line; the best play on structural deficit in Zn
155013 Feb 2017HEIDELBERG CEMENTQ3FY17 Result Update - Miss across the fronts; Weak earnings quality triggers downgrade
154913 Feb 2017ENGINEERS INDIAQ3FY17 Result Update - Strong visibility
154813 Feb 2017HINDALCO INDUSTRIESQ3FY17 Result Update - Small miss; Strong visibility and stable ops drive the rating upgrade
154713 Feb 2017VA TECH WABAG LTD.Q3FY17 Result Update - Worst seems to be over, Back to growth in FY18
154613 Feb 2017MAHANAGAR GAS LTD.Q3FY17 Result Update - Strong margins compensate for volume decline
154513 Feb 2017MOTHERSON SUMI SYSQ3FY17 Result Update - Decent Q3; maintain “Accumulate”
154212 Feb 2017BANK OF BARODAQ3FY17 Result Update - In-line performance with stable asset quality
154111 Feb 2017STATE BANK OF INDIAQ3FY17 Result Update - Steady performance
153510 Feb 2017LUPIN LTDQ3FY17 Result Update - Result beats expectations; Near term revenue drivers improves grows visibility
154010 Feb 2017POWER GRID CORPORATIQ3FY17 Result Update - Strong capitalization trend likely to continue
153910 Feb 2017AUROBINDO PHARMAQ3FY17 Result Update - Muted Q3FY17; Key launches to be realised from Q1FY18E
153810 Feb 2017STEEL AUTHORITY OF IQ3FY17 Result Update - Fails to ‘Sail’ through; Operations continue to deteriorate
153710 Feb 2017MAHINDRA & MAHINDRAQ3FY17 Result Update - Decent results; “Accumulate
153610 Feb 2017BHARAT PETROLEUM CORQ3FY17 Result Update - In-line performance
153109 Feb 2017HERO MOTOCORP LTD.Q3FY17 Result Update - Strong operational performance; “Accumulate”
153009 Feb 2017INDRAPRASTHA GAS LTDQ3FY17 Result Update - Another strong quarter
152909 Feb 2017UNION BANK OF INDIAQ3FY17 Result Update - Weak performance
152809 Feb 2017CIPLA LTD.Q3FY17 Result Update - Results in line; Growth drivers remain back ended, uncertain
153409 Feb 2017BANK OF INDIAQ3FY17 Result Update - Relief on asset quality but earnings to remain depressed
153309 Feb 2017THERMAX LTDQ3FY17 Result Update - Working on building a strong base
153209 Feb 2017ABB INDIA LIMITEDQ4CY16 Result Update - HVDC order drives inflows
152708 Feb 2017Monetary Policy - 8 FebView on Monetary Policy and Equity markets - Ajay Bodke
152008 Feb 2017TATA STEEL LIMITEDQ3FY17 Result Update - Strong show in India ops; Sustained earnings recovery in place
152508 Feb 2017PUNJAB NAT.BANKQ3FY17 Result Update - On path of recovery
152408 Feb 2017SIEMENS LTDQ1FY17 Result Update - Railways and T&D driving inflows
152308 Feb 2017BHARAT FORGE LTD.Q3FY17 Result Update - Q3 subdued, outlook better; BUY
152208 Feb 2017ATUL AUTO LTDQ3FY17 Result Update - Slow recovery post-demonetisation; Accumulate
152108 Feb 2017CEAT LIMITED EQQ3FY17 Result Update - Near-term pressure, long-term outlook good; “BUY”
151507 Feb 2017PERSISTENT SYSTEMSCompany Update - Shift in Capital allocation strategy can aid transformation
151907 Feb 2017JUBILANT LIFE SCIENCQ3FY17 Result Update - Result in line; Rubi-fill to drive growth in FY18E
151807 Feb 2017BHARAT HEAVY ELECTRIQ3FY17 Result Update - Unconvincing outlook
151707 Feb 2017TITAN COMPANY LTD.Q3FY17 Result Update - GST rates hold key to growth visibility
151607 Feb 2017HEXAWARE TECHQ4CY16 Result Update - In-sourcing by a top client weighs on guidance
151206 Feb 2017DR REDDY'S LABSQ3FY17 Result Update - Result beat; But sustainable growth drivers remain at distant
151406 Feb 2017JAMMU & KASHMIR BANKQ3FY17 Result Update - Another weak quarter led by provisioning and consolidation
151306 Feb 2017JUBILANT FOODWORKSQ3FY17 Result Update - Steps positive; Recovery still a long haul
151104 Feb 2017A C C LIMITED.Q4CY16 Result Update - As usual disappoints on costs; Earnings to remain under pressure
151003 Feb 2017MARICO LIMITEDQ3FY17 Result Update - 3Q marred by Demonetisation; “Accumulate”
150903 Feb 2017PIDILITE INDUSTRIESQ3FY17 Result Update - Gradual demand recovery ahead, Long term outlook strong
150803 Feb 2017GLENMARK PHARMACEUTIQ3FY17 Result Update - Core sales, EBITDA in line; Gross debt reduced by 3%
150302 Feb 2017Union Budget 2017-18It’s just the Appetizers for MODIFUL 2019
150702 Feb 2017CUMMINS INDIA LTDQ3FY17 Result Update - Strong export growth, Domestic outlook steady
150201 Feb 2017JSW STEEL LTDQ3FY17 Result Update - Meets estimates; earnings outlook on strong footing
150101 Feb 2017THYROCARE TECHNOLOGIQ3FY17 Result Update - Growth keeps momentum despite demonitisation, seasonality
150001 Feb 2017CADILA HEALTHCARE LTQ3FY17 Result Update - Performance below estimates; US, EU continue to disappoint
149901 Feb 2017ICICI BANK LTD EQQ3FY17 Result Update - Core performance still remains weak
149801 Feb 2017SHRIRAM TRANSPORT FIQ3FY17 Result Update - Business impacted by demonetisation but strong outlook
150601 Feb 2017EICHER MOTORSQ3FY17 Result Update - Royal Enfield's good show continues; Accumulate
150501 Feb 2017MPHASIS LTDQ3FY17 Result Update - Steady quarter; Buyback to act a Buffer
150401 Feb 2017CAPITAL FIRST LTD.Q3FY17 Result Update - Performance on track to improve return ratios
149031 Jan 2017Budget Expectations 2017-2018Key Budget Expectations
148931 Jan 2017SHREE CEMENT LTD.Q3FY17 Result Update - Falls short of estimates; revival in prices not too far
149731 Jan 2017KEC INTERNATIONAL LTQ3FY17 Result Update - Strong margins, healthy outlook
149631 Jan 2017NAVNEET EDUCATIONQ3FY17 Result Update - Good show continues, Growth ready for FY18
149531 Jan 2017DABUR INDIAQ3FY17 Result Update - Expect slow recovery post 3Q jolt; Accumulate
149431 Jan 2017INDIAN OIL CORPORATQ3FY17 Result Update - Healthy operating performance
149331 Jan 2017OIL & NATURAL GAS COQ3FY17 Result Update - Higher write-off mar healthy operating performance
149231 Jan 2017BAJAJ AUTO LIMITEDQ3FY17 Result Update - Margins meet expectation; “Accumulate”
149131 Jan 2017KANSAI NEROLAC PAINTQ3FY17 Result Update - Strong Momentum in challenging times; Upgrade to BUY
148430 Jan 2017INDOCO REMEDIES LTDQ3FY17 Result Update - Result below estimates: Tepid sales growth in India, exports
148830 Jan 2017BHARAT ELECTRONICSQ3FY17 Result Update - Strong performance - Best defence play!
148730 Jan 2017H D F CQ3FY17 Result Update - Core performance better on strong spread expansion
148630 Jan 2017TECH MAHINDRA LTDQ3FY17 Result Update - Sustained turnaround in Telecom holds the key
148530 Jan 2017EMAMI LTDQ3FY17 Result Update - Power brands struggle; Boroplus saves the day “Reduce”
148329 Jan 2017LARSEN & TOUBROQ3FY17 Result Update - All eyes on Q4
148227 Jan 2017ITC LIMITED EQUITYQ3FY17 Result Update - 3QFY17 inline; Budget and GST key to re-rating: “Accumulate”
148127 Jan 2017COLGATE PALMOLIVE INQ3FY17 Result Update - Volume Decline 12%, expect slow recovery, Reduce
148027 Jan 2017IDFC BANK LIMITEDQ3FY17 Result Update - Weak performance
147225 Jan 2017TVS MOTOR COMPANY LTQ3FY17 Result Update - Stable margins YoY; maintain “Reduce”
147925 Jan 2017VRL LOGISTICS LTD.Q3FY17 Result Update - Good show in a tough environment
147825 Jan 2017KOTAK MAHINDRA BANKQ3FY17 Result Update - Decent performance but need to improve credit growth
147725 Jan 2017WIPRO LTD.Q3FY17 Result Update - Tepid Revenue trajectory continues
147625 Jan 2017EXIDE INDUSTRIES LTDQ3FY17 Result Update - Good revenue growth, margins lower; ‘Accumulate’
147525 Jan 2017ASHOK LEYLANDQ3FY17 Result Update - Marginally lower operating performance; “Accumulate”
147425 Jan 2017MARUTI SUZUKI INDIAQ3FY17 Result Update - 'Other income' drives profits; “Accumulate”
147325 Jan 2017L&T FINANCE HOLDINGSQ3FY17 Result Update - Better profitability; return ratios improvement on track
146624 Jan 2017ASIAN PAINTS LTDQ3FY17 Result Update - Near term headwinds, Long term story intact “Accumulate”
147024 Jan 2017M&M FIN SER LTDQ3FY17 Result Update - Profitability weaker but business growth retained
146924 Jan 2017H D F C BANKQ3FY17 Result Update - Slight decline in momentum but on track to pick-up
146824 Jan 2017ASHOKA BUILDCON LTDQ3FY17 Result Update - On right track
146724 Jan 2017HCL TECHNOLOGYQ3FY17 Result Update - Capital allocation to remain a focus
146323 Jan 2017BSEIPO Note - Subcribe
146523 Jan 2017HINDUSTAN UNILEVERQ3FY17 Result Update - Worst Seems Over, expect gradual recovery; “Accumulate”
146423 Jan 2017PERSISTENT SYSTEMSQ3FY17 Result Update - Margin trajectory remains the key
146222 Jan 2017RALLIS INDIA LIMITEDQ3FY17 Result Update - Getting back on growth path, Exports picking up again
146120 Jan 2017MOTHERSON SUMI SYSEvent Update - Extending its truck segment reach; “Accumulate
145920 Jan 2017AXIS BANK LTDQ3FY17 Result Update - Slippages lower but profitability weak
146020 Jan 2017MAHINDRA & MAHINDRAEvent Update - Hisarlar acquisition to improve Europe reach; “Accumulate”
145820 Jan 2017YES BANK LTD.Q3FY17 Result Update - Another quarter of strong performance
145719 Jan 2017FEDERAL BANK LTD.Q3FY17 Result Update - Improving performance
145619 Jan 2017MINDTREE LIMITEDQ3FY17 Result Update - Resurrection to remain a long battle
145517 Jan 2017NIIT TECHNOLOGIES LTQ3FY17 Result Update - Humble valuations leads to favourable risk return
145317 Jan 2017RELIANCE INDUSTRIESQ3FY17 Result Update - Impressive performance
145417 Jan 2017LIC HOUSING FINANCEQ3FY17 Result Update - Core performance weak but spreads to sustain
145216 Jan 2017COAL INDIA LIMITEDCompany Update - Consumed the last lever of price hike; maintain Reduce
145013 Jan 2017INFOSYS LIMITEDQ3FY17 Result Update - First Cut: No signs of revenue growth acceleration
145113 Jan 2017INFOSYS LIMITEDQ3FY17 Result Update - Can Capital allocation be the saviour?
144912 Jan 2017TATA CONSULTANCY SERQ3FY17 Result Update - CEO departure, A Hangover in the medium term
144812 Jan 2017SOUTH INDIAN BANK LTQ3FY17 Result Update - Profit boosted by treasury gains
144712 Jan 2017Oct-Dec’16 Earnings PreviewQ3FY17 Results, Demonetization could delay the recovery
144610 Jan 2017INDUSIND BANKQ2FY17 Result Update - Strong performance despite challenging environment
144502 Jan 2017India FinancialsSector Update - Demonetisation hits all segments of credit
144427 Dec 2016Rural KaleidoscopeIndia's Largest Agri Show 'KISAN'
144122 Dec 2016VOLTAS LIMITEDVisit Update - Focus on profitability
144021 Dec 2016SADBHAV ENGINEERINGVisit Update - On right track
143920 Dec 2016JAMMU & KASHMIR BANKQ2FY17 Result Update - Weak quarter; earnings to recover gradually
143820 Dec 2016TECHNO ELECTRICVisit Update - Believe in the best
144219 Dec 2016India Strategy & Top Ideas - Dec 2016Demonetisation effect to stay till 1QFY18
143714 Dec 2016COAL INDIA LIMITEDQ2FY17 Result Update - Miss across the fronts; Weak outlook drives rating downgrade
143512 Dec 2016JINDAL STEEL & POWERQ2FY17 Result Update - Outlook gets stronger on majority of fronts; Reiterate BUY
143612 Dec 2016J. KUMAR INFRAPROJECTQ2FY17 Result Update - Execution to pick up in H2
143409 Dec 2016SAILQ2FY17 Result Update - Disappointment continues; elevated costs to undone higher prices
143308 Dec 2016CROMPTON GREAVESQ2FY17 Result Update - Bumpy ride- International T&D sales terminated
143006 Dec 2016SIEMENS LTDAnalyst Meet Update - Geared up and waiting!
142906 Dec 2016Laurus LabsStrong R&D capabilities, coupled with high debt and WC - Subscribe
143205 Dec 2016PL feels the ground...a series of ground level channel checks
142705 Dec 2016ASHOKA BUILDCON LTDQ2FY17 Result Update - Improving visibility!
142602 Dec 2016TITAN COMPANY LTD.2-4% EPS cut as Demonetisation adds to woes; “Reduce”
143101 Dec 2016Cement InvestorPost Conference Notes
142501 Dec 2016SADBHAV ENGINEERINGQ2FY17 Result Update - Execution to bounce back in H2
142429 Nov 2016Sheela FoamPriced to perfection, Await better entry points - Subscribe
142329 Nov 2016OIL INDIA LIMITEDQ2FY17 Result Update - In-line performance
142028 Nov 2016SPICE JET LTDQ2FY17 Result Update - Healthy operating performance in Q2
142228 Nov 2016MAHANAGAR GAS LTD.Q2FY17 Result Update - Healthy margins support earnings
141923 Nov 2016ALLCARGO LOGISTICSQ2FY17 Result Update - FY17 looks muted, growth to contribute from FY18
141823 Nov 2016SIEMENS LTDQ4FY16 Result Update - Railways and T&D driving inflows
142122 Nov 2016India Strategy & Top IdeasDemonetization effect in the short term
141722 Nov 2016LARSEN & TOUBROQ2FY17 Result Update - Results a mixed bag
141622 Nov 2016BRITANNIA INDUSTRIESCompany Update - Spike in wheat price adds to near term woes
141418 Nov 2016VOLTAS LIMITEDQ2FY17 Result Update - Focus on building a strong base!
141318 Nov 2016PETRONET LNG LTD.Q2FY17 Result Update - Healthy volume drive earnings
141117 Nov 2016INDRAPRASTHA GAS LTDQ2FY17 Result Update - Strong performance
141517 Nov 2016THYROCARE TECHNOLOGIESCompany Report - Pathology and imaging businesses both at inflexion point
141217 Nov 2016ENGINEERS INDIAQ2FY17 Result Update - Strong visibility, improving outlook
140515 Nov 2016TATA MOTORS LTDQ2FY17 Result Update - Exceptionals mar the show
140415 Nov 2016BANK OF BARODAQ2FY17 Result Update - Fresh impairment lower but guidance maintained
140315 Nov 2016TATA STEEL LIMITEDQ2FY17 Result Update - Domestic ops disappoint; margins in Europe ops peaked-out
140215 Nov 2016HINDALCO INDUSTRIESQ2FY17 Result Update - Misses estimates; Higher LME and lower costs to make-up in H2
141015 Nov 2016KALPATARU POWER TRANQ2FY17 Result Update - Strong order visibility
140915 Nov 2016HINDUSTAN PETROLEUMQ2FY17 Result Update - Inventory loss drags performance
140815 Nov 2016ATUL AUTO LTDQ2FY17 Result Update - Q2 marks a sequential recovery; Accumulate
140715 Nov 2016BHARAT PETROLEUM CORQ2FY17 Result Update - Weak performance
140615 Nov 2016AUROBINDO PHARMAQ2FY17 Result Update - Result in line; Injectable, Nexium to lead US sales, margins in H2
140114 Nov 2016STATE BANK OF INDIAQ2FY17 Result Update - Loan growth below estimates, outlook remains
140011 Nov 2016MAHINDRA & MAHINDRAQ2FY17 Result Update - Tractors drive Q2 performance; “Accumulate
139911 Nov 2016NAVNEET EDUCATIONQ2FY17 Result Update - Strong show continues, Acquisition to further aid growth
139811 Nov 2016THERMAX LTDQ2FY17 Result Update - Near-term outlook muted, working on building a strong base
139410 Nov 2016LUPIN LTDQ2FY17 Result Update - Sales, EBITDA miss on competition in Fortamet, higher overhead
139310 Nov 2016CIPLA LTD.Q2FY17 Result Update - Core exports stutter; India sales a face saver
139210 Nov 2016THE RAMCO CEMENTSQ2FY17 Result Update - Strong show; Vindicates the strong quality of operations
139710 Nov 2016SUN PHARMACEUTICALQ2FY17 Result Update - Gleevec, one-offs, lower overhead beat sales, EBITDA, margin
139610 Nov 2016BANK OF INDIAQ2FY17 Result Update - Weak performance, but asset quality holds up
139510 Nov 2016PIDILITE INDUSTRIESQ2FY17 Result Update - Currency demonetisation offers an entry opportunity
139109 Nov 2016POWER GRID CORPORATIQ2FY17 Result Update - On track for another strong year!
139009 Nov 2016CAPITAL FIRST LTD.Q2FY17 Result Update - Performance on track to improve return ratios
138909 Nov 2016VA TECH WABAG LTD.Q2FY17 Result Update - Getting back on track
138809 Nov 2016BRITANNIA INDUSTRIESQ2FY17 Result Update - Cost inflation near its peak,:“BUY”
138709 Nov 2016ASHOK LEYLANDQ2FY17 Result Update - Healthy performance continues; “Accumulate”
138608 Nov 2016BHARAT HEAVY ELECTRIQ2FY17 Result Update - Decent quarter but an unconvincing outlook
138508 Nov 2016KEC INTERNATIONAL LTQ2FY17 Result Update - Margins/inflow continue to be healthy
138408 Nov 2016PUNJAB NAT.BANKQ2FY17 Result Update - Some sanity in asset quality
138308 Nov 2016GLAXOSMITHKLINE CONSQ2FY17 Result Update - Growth outlook bleak, valuations cap downside
138008 Nov 2016ICICI BANK LTD EQQ2FY17 Result Update - Core performance still remains weak
138208 Nov 2016BHARAT FORGE LTD.Q2FY17 Result Update - Exports remain subdued, outlook better
138108 Nov 2016CEAT LIMITED EQQ2FY17 Result Update - Decent performance; maintain “BUY”
137807 Nov 2016LUPIN LTDEvent Update - Resolution (EIR) in Goa received, approvals to follow
137907 Nov 2016SHREE CEMENT LTD.Q2FY17 Result Update - Meets expectation; Going bigger with no dilution in its core
137705 Nov 2016UNION BANK OF INDIAQ2FY17 Result Update - Better operating performance offset by high provisions
137604 Nov 2016TITAN COMPANY LTD.Q2FY17 Result Update - Poor Volumes; Margins save the day; “Reduce”
137503 Nov 2016AMBUJA CEMENTS LTDQ3CY16 Result Update - Miss on all counts; demand revival holds the key
137101 Nov 2016MARICO LIMITEDQ2FY17 Result Update - Decorative segment leads growth; "Accumulate"
137429 Oct 2016EICHER MOTORSQ2FY17 Result Update - Royal Enfield's stellar show continues; Accumulate
137329 Oct 2016BAJAJ AUTO LIMITEDQ2FY17 Result Update - Healthy margins sustained; “Accumulate”
136528 Oct 2016JUBILANT LIFE SCIENCQ2FY17 Result Update - Pharma maintains momentum ; LSI retains cost leadership
136428 Oct 2016EMAMI LTDQ2FY17 Result Update - MENA and HCD drag Q2 performance; “Reduce”
136328 Oct 2016OIL & NATURAL GAS COQ2FY17 Result Update - Mixed performance
136228 Oct 2016JK LAKSHMI CEMENT LTQ2FY17 Result Update - Earnings in line; new capex announcement continues
136128 Oct 2016JSW STEEL LTDQ2FY17 Result Update - Missed estimates; efficiencies/price hikes to drive the recovery
136028 Oct 2016TECH MAHINDRA LTDQ2FY17 Result Update - Steady growth; Core Telecom business recovers
135928 Oct 2016TVS MOTOR COMPANYQ2FY17 Result Update - Flat margins YoY, downgrade to “Reduce
135828 Oct 2016HERO MOTOCORP LTD.Q2FY17 Result Update - Strong operational performance; “Accumulate”
135728 Oct 2016MARUTI SUZUKI INDIAQ2FY17 Result Update - Healthy operating performance; ‘Accumulate’
135628 Oct 2016IDFC BANK LIMITEDQ2FY17 Result Update - Better quarter of performance
135528 Oct 2016SHRIRAM TRANSPORT FIQ2FY17 Result Update - Business growth strong, but topline under pressure
137228 Oct 2016NESTLE INDIA LIMITEDQ2FY17 Result Update - Competitive and Input costs challenges ahead: “Reduce”
137028 Oct 2016KANSAI NEROLAC PAINTQ2FY17 Result Update - Decorative segment leads growth; "Accumulate"
135428 Oct 2016M&M FIN SER LTDQ2FY17 Result Update - Gradual recovery seen, long way ahead
136928 Oct 2016COLGATE PALMOLIVE INQ2FY17 Result Update - Decline in volume growth and market share a drag
135328 Oct 2016CUMMINS INDIA LTDQ2FY17 Result Update - Technology leadership, cost optimization key focus
135228 Oct 2016ABB INDIA LIMITEDQ3CY16 Result Update - Strong inflow growth, renewable/railways key drivers
136828 Oct 2016GLENMARK PHARMACEUTIQ2FY17 Result Update - Sales, core EBITDA in line; Debt to be reduced in Q4FY18
135128 Oct 2016INDIAN OIL CORPORATQ2FY17 Result Update - Solid performance
136728 Oct 2016VRL LOGISTICS LTD.Q2FY17 Result Update - Amongst the best play for recovery in FY18
136628 Oct 2016BHARAT ELECTRONICSQ2FY17 Result Update - Strong Visibility - Best defence play!
135026 Oct 2016JUBILANT FOODWORKSQ2FY17 Result Update - Still a long road to recovery: Maintain “Reduce”
134926 Oct 2016ITC LIMITED EQUITYQ2FY17 Result Update - GST key to Cigarette recovery and re-rating: “Accumulate”
134826 Oct 2016HINDUSTAN UNILEVERQ2FY17 Result Update - 2Q Disappoints, worst seems over; “Accumulate”
134726 Oct 2016DABUR INDIAQ2FY17 Result Update - Sales Promotions enable volume recovery; “Accumulate”
134026 Oct 2016PNB Housing FinanceIPO Note - Diversified book with improving metrics - Subscribe
133926 Oct 2016KOTAK MAHINDRA BANKQ2FY17 Result Update - Performance on track, Strong guidance for the second half
134626 Oct 2016INDOCO REMEDIES LTDQ2FY17 Result Update - Result in line; India formulations drive growth, Export remain tepid
134526 Oct 2016H D F C BANKQ2FY17 Result Update - Performance remains steady
134426 Oct 2016CADILA HEALTHCARE LTQ2FY17 Result Update - Overall performance disappoints, headwinds continue
134326 Oct 2016L&T FINANCE HOLDINGSQ2FY17 Result Update - Steady quarter; return ratios to improve
134126 Oct 2016AXIS BANK LTDQ2FY17 Result Update - Past underwriting continues to haunt
134226 Oct 2016H D F CQ2FY17 Result Update - Steady performance continues
133225 Oct 2016PERSISTENT SYSTEMSQ2FY17 Result Update - Investments to reap benefits in the long term
133825 Oct 2016FEDERAL BANK LTD.Q2FY17 Result Update - Best performance in the last five quarters
133725 Oct 2016KSB PUMPS LTD.Q3FY16 Result Update - Weak Quarter
133625 Oct 2016DR REDDY'S LABSQ2FY17 Result Update - PSAI, India saves the day; US generics to face more headwind
133525 Oct 2016HEXAWARE TECHQ3CY16 Result Update - Revenues and Margins ahead of estimates
133425 Oct 2016ASIAN PAINTS LTDQ2FY17 Result Update - Growth outlook remains strong, “Accumulate”
133325 Oct 2016Varun BeveragesIPO Note - Unique Play on Beverages; listing gains unlikely - Subscribe
133024 Oct 2016A C C LIMITED.Q3CY16 Result Update - Miss on all fronts; Weak operational outlook drives downgrade
133124 Oct 2016RALLIS INDIA LIMITEDQ2FY17 Result Update - Getting back on track, stage set for strong FY18
132922 Oct 2016WIPRO LTD.Q2FY17 Result Update - Portfolio realignment to yield benefits in medium term
132822 Oct 2016MINDTREE LIMITEDQ2FY17 Result Update - Significant margin miss; recovery to be long drawn
132521 Oct 2016HCL TECHNOLOGYQ1FY17 Result Update - First Cut: Steady results with margin beat; Guidance retained
132721 Oct 2016HCL TECHNOLOGYCompany Update - Steady results, Guidance retained; Outperforms peer group
132421 Oct 2016RELIANCE INDUSTRIESQ2FY17 Result Update - Strong all-round performance
132621 Oct 2016LIC HOUSING FINANCEQ2FY17 Result Update - Stable performance
132320 Oct 2016YES BANK LTD.Q2FY17 Result Update - Strong performance, shoring of capital important for growth
132217 Oct 2016ULTRATECH CEMENT LTDEarnings beat estimates; valuations in ‘Ultra’ expensive zone
132117 Oct 2016NIIT TECHNOLOGIESQ2FY17 Result Update - Robust Q2FY17; H2FY17 outlook better than H1FY17
131914 Oct 2016INFOSYS LIMITEDQ2FY17 Result Update - First Cut: Q2FY17 revenue beat expectations; Guidance cautious
132014 Oct 2016INFOSYS LIMITEDCompany Update - Solid Q2; On track for industry leading growth in FY17 - BUY rating by Prabhudas Lilladher
131813 Oct 2016TCSQ2FY17 Result Update - Cyclical challenges result in soft Q2
131612 Oct 2016Jul-Sep'16 Earnings PreviewQ2FY17 Results, expects a better outlook
131512 Oct 2016INDUSIND BANKQ2 FY17 Result Update - Navigating well on core performance - Accumulate
131708 Oct 2016SOUTH INDIAN BANK - Q2FY17 Result UpdateImproving operating performance, but provisions weigh
131406 Sep 2016MINDTREE LIMITEDEvent Update - Weak revenue and margin outlook for Q2FY17 - Accumulate
131306 Sep 2016India FinancialsSector Update - Large credit remains subdued, but green shoots in small credit
131206 Sep 2016India FinancialsSector Update - Worse seems to be over, though challenges remain
131129 Aug 2016INDRAPRASTHA GAS LTDManagement Meet Update - MNGL on an accelerated growth trajectory - Accumulate
131029 Aug 2016INFOSYS LIMITEDAnalyst Meet Update - Strategic direction intact; Macro led short term challenges - BUY
130925 Aug 2016HCL TECHNOLOGYAnalyst Meet Update - Well prepared for “The Big Leap” - Accumulate
130824 Aug 2016BRITANNIA INDUSTRIESVisit Update - Targeting innovation led growth - BUY
130623 Aug 2016NESTLE INDIA LIMITEDAnalyst Meet Update - Long road ahead, Maintain “Reduce”
130723 Aug 2016CementSector Update - Lower costs drive earnings; Q2 impacted by heavy monsoon
130518 Aug 2016RBL BankIPO Note - Emerging private bank - Subscribe
130417 Aug 2016India Strategy & Top IdeasLiquidity every where….enjoy the party
130316 Aug 2016Oil & GasSector Update - Stay the course
130212 Aug 2016NAVNEET EDUCATIONCompany Update - Annual Report Analysis
130005 Aug 2016CementSector Update - Heavy rains drag demand temporarily; outlook remains strong
130103 Aug 2016S.P. ApparelsIPO Note - Improving outlook and margins, “Subscribe”
129903 Aug 2016PharmaSector Update - Exclusion list may cause problem for AG Asacol HD in the US
129701 Aug 2016Kolkata Day @ MumbaiPost Conference Notes
129801 Aug 2016India FinancialsSector Update - Credit growth weakens but June a seasonally weak quarter
129615 Jul 2016CUMMINS INDIA LTDAnnual Report Analysis - Strengthening the franchisee! - Accumulate
129511 Jul 2016Larsen & Toubro InfotechIPO Note - Well diversified mid-tier IT Company with strong parentage - Subscribe
129411 Jul 2016Apr-Jun'16 Quarterly Preview & Top IdeasQ1FY17 Results, will we see an improvement?
129305 Jul 2016JUBILANT LIFE SCIENCCompany Update - Pharma remain strong, LSI attached to vulnerable commodities - BUY
129205 Jul 2016TEAMLEASE SERVICESEvent Update - Acquisition marks entry into IT staffing; Margin/EPS accretive - BUY
129101 Jul 2016India FinancialsSector Update - Credit growth remains subdued
129030 Jun 2016Mahanagar GasCompany Report - Steady growth ahead - BUY
128929 Jun 2016KEC INTERNATIONAL LTVisit Update - On right Track - Accumulate
128829 Jun 2016Quess CorpIPO Note - Largest Integrated Business Service Provider - Subscribe
128728 Jun 2016INDRAPRASTHA GAS LTDCompany Update - Growth traction continues… - BUY
128628 Jun 2016JK LAKSHMI CEMENT LTManagement Meet Update - Expansions on schedule; lower costs to aid margins - BUY
128526 Jun 2016HCL TECHNOLOGYVisit Update - Management re-assures on Margins; Risk/Reward favourable - Accumulate
128424 Jun 2016Information TechnologySector Update - Analysing impact of Brexit!
128322 Jun 2016YES BANK LTD.Management Meet Update - Business gaining momentum, scale to follow - BUY
128222 Jun 2016TITAGARH WAGONS LTDVisit Update - Better times ahead - Not Rated
128022 Jun 2016GREENPL INDUVisit Update - Ahead in the game, MDF capex to strain near term gains - Not Rated
127822 Jun 2016EVEREADY INDUSTRIESVisit Update - Branded perfectly, marks entry in Home Appliances - Not Rated
127722 Jun 2016CESC LIMITED EQUITYVisit Update - Worst is over, things to improve steadily - Not Rated
127922 Jun 2016ORIENT PAPER & INDSVisit Update - In a sweet spot - Not Rated
128122 Jun 2016CENTURY PLYBOARDSVisit Update - Good business in a slow environment - Not Rated
127620 Jun 2016BRITANNIA INDUSTRIESCompany Update - Rally in Input costs near term drag, Maintain BUY
127517 Jun 2016HCL TECHNOLOGYCompany Update - Margin concerns likely to persist in the short term - Accumulate
127417 Jun 2016SUN PHARMACEUTICAL IAnnual Report Analysis - Taro FY16: Rising prices, rising working capital remain key feature - Accumulate
127316 Jun 2016VOLTAS LIMITEDVisit Update - Focusing on profitability - Accumulate
127215 Jun 2016Mahanagar GasIPO Note - Play on the growing CGD market - Subsribe
127115 Jun 2016CROMPTON GREAVESVisit Update - Focus on domestic business - Accumulate
126914 Jun 2016TATA MOTORS LTDVisit Update - JLR to capitalise on FY16 launches - BUY
127014 Jun 2016India Strategy & Top IdeasReady, Set…..Go
126810 Jun 2016India FinancialsSector Update - Painful quarter at net level: Tale of Two halves
126710 Jun 2016KOTAK MAHINDRA BANKManagement Meet Update - Opportunity on a platter, focused on where and how to grow - Accumulate
126610 Jun 2016PIDILITE INDUSTRIESVisit Update - Strong growth visibility, margins to peak out in 1HFY17 - Accumulate
126510 Jun 2016SUTLEJ TEXTILES & INVisit Update - Expanding in value added products - Not Rated
126409 Jun 2016CementSector Update - Price recovery to aid earnings in 1Q; demand outlook improving
126307 Jun 2016NIIT TECHNOLOGIES LTAnalyst Meet Update - Digital and Automation to drive growth - BUY
126203 Jun 2016Capital Goods & InfrastructureSector Update - Q4FY16 Review - Government capex to lead recovery
126101 Jun 2016COAL INDIA LIMITEDAnalyst Meet Update - Special auction window to drive the volume growth - BUY
126001 Jun 2016India FinancialsSector Update - Retail continue to drive system growth
125918 May 2016India Strategy & Top IdeasPolitical logjam out of the way, economy set to improve
125811 May 2016PRABHAT DAIRY LTD.Visit Update - Aiming for a branded dairy play; “Not Rated”
125709 May 2016InsuranceSector Update - Private players report 14% YoY APE growth during FY16
125603 May 2016Parag Milk FoodsIPO Note - Branded play on dairy segment, “Subscribe”
125527 Apr 2016CementSector Update - Demand softened sequentially; positive outlook remains intact
125426 Apr 2016Ujjivan Financial ServicesIPO Note - Strong MFI player; migration into SFB will add to scalability - Subscribe
125221 Apr 2016NAVNEET EDUCATIONCompany Report - Going Strong - BUY
125320 Apr 2016J.Kumar InfraprojectsCompany Report - Riding the Urban Infra wave! - BUY
125111 Apr 2016KANSAI NEROLAC PAINTCompany Report - Spreading Colours All Around - Accumulate
125011 Apr 2016Jan-Mar'16 Quarterly Preview & Top IdeasQ4FY16 results, will it surprise or disappoint?
124906 Apr 2016HEIDELBERG CEMENTCompany Report - Strong play on Central India - BUY
124804 Apr 2016Equitas HoldingsIPO Note - Value lending in informal economy - Subscribe
124701 Apr 2016Capital GoodsSector Update - Defence Expo 2016
124630 Mar 2016TVS MOTOR COMPANY LTVisit Update - New launches the key - Accumulate
124529 Mar 2016TITAN COMPANY LTD.Event Update - Sustained headwinds in watches; EPS cut 8-11% - Accumulate
124428 Mar 2016Capital Goods & InfrastructureSector Report - Railways-Engine for growth!
124322 Mar 2016PERSISTENT SYSTEMSEvent Update - Establishing leadership in IoT - BUY
124218 Mar 2016India Strategy & Top IdeasInfrastructure spending to lead the way
124118 Mar 2016TATA CONSULTANCY SERAnalyst Meet Update - Positioned to Sustain Leadership
124015 Mar 2016InsuranceSector Update - Feb-2016 APE: YTD growth recovers further to 9% YoY
123914 Mar 2016Rising Star Investor Conference 2016Post Conference Note
123802 Mar 2016Capital GoodsSector Update - Channel check-MEP/UCP market
123601 Mar 2016India FinancialsSector Update - Credit distribution – retail continues to drive system growth
123429 Feb 2016ULTRATECH CEMENT LTDEvent Update - Attractive deal with perfect blend of regional mix and valuations - Accumulate
123529 Feb 2016Union Budget 2016-17Thrust in Infrastructure and Social Sectors while Fiscal prudence is the mantra
123326 Feb 2016InfrastructureMumbai Metro 3-Answer to Mumbai traffic woes!
123225 Feb 2016Railway BudgetGood on Intent, Futuristic, but facing tough challenges
123123 Feb 2016India FinancialsSector Update - Asset quality in the dumps; private banks faring better
123022 Feb 2016Capital GoodsSector Update - ELECRAMA 2016 - Industry enthused and Ready!
122922 Feb 2016Capital Goods & InfrastructureSector Update - Expectation high on government spending!
122822 Feb 2016CementSector Update - Higher volumes & lower costs drove the earnings beat
122716 Feb 2016InsuranceSector Update - Jan-2016 APE: YTD growth recovers to 7% YoY
122615 Feb 2016India Strategy & Top IdeasDisappointing Q3FY16; All eyes on the Union Budget
122512 Feb 2016TEAMLEASE SERVICESCompany Report - Skilling India
122422 Jan 2016SOUTH INDIAN BANK LTQ3 FY16 Result Update - No respite from asset quality woes - BUY
122322 Jan 2016ITC LIMITED EQUITYQ3 FY16 Result Update - Risk reward favourable; Upgrade to ‘Accumulate’
122222 Jan 2016L&T FINANCE HOLDINGSQ3 FY16 Result Update - Growth momentum continues; rural portfolio remains a drag - BUY
122121 Jan 2016M&M FIN SER LTDQ3 FY16 Result Update - Operating environment remains challenging - Reduce
121921 Jan 2016InsuranceSector Update - Dec-2015 APE sales: Private players further gain market share
122021 Jan 2016EXIDE INDUSTRIES LTDQ3 FY16 Result Update - Revenues lower, margins improve; Accumulate - Accumulate
121820 Jan 2016AXIS BANK LTDQ3 FY16 Result Update - Taking it on the chin - Accumulate
121619 Jan 2016RALLIS INDIA LIMITEDQ3 FY16 Result Update - Valuations attractive, Factoring normal business cycle from FY17 - Accumulate
121419 Jan 2016HCL TECHNOLOGYQ3 FY16 Result Update - Revenue growth acceleration and margin expansion in H2 - BUY
121319 Jan 2016FUTURE CONSUMER ENT.Visit Update - Emerging play on Farm to Fork strategy - Not Rated
121219 Jan 2016KOTAK MAHINDRA BANKQ3 FY16 Result Update - Core performance on track - Accumulate
120819 Jan 2016LIC HOUSING FINANCEQ3 FY16 Result Update - Incremental spread improves further; asset quality trend stable - BUY
121719 Jan 2016ULTRATECH CEMENT LTDQ3 FY16 Result Update - Strong show; well poised to exploit the recovery in demand - Accumulate
121118 Jan 2016ASIAN PAINTS LTDQ3 FY16 Result Update - Low input costs improve margin visibility; ‘Accumulate’
121018 Jan 2016MINDTREE LIMITEDQ3 FY16 Result Update - Revenue growth remains strong - BUY
120918 Jan 2016WIPRO LTD.Q3 FY16 Result Update - Largely in-line results; stable outlook - Accumulate
120718 Jan 2016MAHINDRA & MAHINDRAEvent Update - KUV100 opens up a new segment for M&M - Accumulate
120618 Jan 2016NIIT TECHNOLOGIES LTQ3 FY16 Result Update - Soft revenue; Beat on margins - BUY
120515 Jan 2016HINDUSTAN UNILEVERQ3 FY16 Result Update - Steady in a challenging environment; “Accumulate”
120314 Jan 2016PharmaSector Update - India formulation: Maintain healthy growth
120414 Jan 2016INFOSYS LIMITEDQ3 FY16 Result Update - Getting the Mojo back! - BUY
120212 Jan 2016FEDERAL BANK LTD.Q3 FY16 Result Update - Another disappointing quarter - BUY
120112 Jan 2016TATA CONSULTANCY SERQ3 FY16 Result Update - Revenue miss; headwinds fading away - BUY
120012 Jan 2016INDUSIND BANKQ3 FY16 Result Update - Core performance remains buoyant - Accumulate
119911 Jan 2016Oct-Dec'15 Quarterly Preview & Top IdeasQ3FY16 results, will it disappoint?
119804 Jan 2016DABUR INDIACompany Report - Changing with the times - BUY
119731 Dec 2015ULTRATECH CEMENT LTDVisit Update - Best play with perfect mix of efficacy and capacity addition - Accumulate
119630 Dec 2015JAMMU & KASHMIR BANKCompany Update - Getting back on track - BUY
119523 Dec 2015EVEREST INDUSTRIES LManagement Meet Update - Valuations near the lower end, Expect a strong H1CY16 - Not Rated
119422 Dec 2015MBL INFRASTRUCTURESVisit Update - Expecting pick-up in inflows! - Not Rated
119222 Dec 2015InfrastructureSector Update - On right Track!
119122 Dec 2015JUBILANT FOODWORKSCompany Update - Caught in a vicious cycle; Maintain Reduce
119322 Dec 2015AHLUWALIA CONTRACTSVisit Update - Laying foundation for a strong growth! - Not Rated
119018 Dec 2015India FinancialsSector Update - RBI issues loan pricing guidelines – Not as bad as feared!
118917 Dec 2015HINDUSTAN UNILEVEREvent Update - Indulekha acquisition marks serious foray in Herbal space - Accumulate
118817 Dec 2015CementSector Update - Prices fall sharply; discipline to re-emerge in north & west region
118716 Dec 2015PETRONET LNG LTD.Company Report - Play on India's evolving gas story - BUY
118616 Dec 2015INDRAPRASTHA GAS LTDCompany Report - Play on Delhi's pollution concern - BUY
118515 Dec 2015TECH MAHINDRA LTDEvent Update - Acquisition in Engineering services domain - BUY
118411 Dec 2015TD POWER SYSTEMSVisit Update - Consolidating to emerge stronger! - Not Rated
118011 Dec 2015VOLTAS LIMITEDVisit Update - Profitability to remain the key focus! - Accumulate
117910 Dec 2015VRL LOGISTICS LTD.Company Report - Gaining grounds... - BUY
117810 Dec 2015STATE BANK OF INDIAVisit Update - NIMs to remain under pressure - BUY
117710 Dec 2015PERSISTENT SYSTEMSAnalyst Meet Update - Increased focus on enterprise customers - BUY
118309 Dec 2015India Strategy & Top ideasFed Rate hike, a certainty. After that what?
118108 Dec 2015HINDUSTAN UNILEVERAnalyst Meet Update - Investing for the long haul; ‘Accumulate’
118208 Dec 2015BHARAT FORGE LTD.Analyst Meet Update - Emphasis on medium-term positives - BUY
117601 Dec 2015SAGAR CEMENTSVisit Update - Cash flow conservation, the only focus area - Not Rated
117501 Dec 2015N C L INDUSTRIESVisit Update - Expanding capacity in a surplus market with overleveraged B/S - Not Rated
117401 Dec 2015DECCAN CEMENTSVisit Update - Sensible move to cut debt than adding capacity - Not Rated
117301 Dec 2015NMDC LIMITEDVisit Update - Struggling to limit the impact of weak global prices - Reduce
117201 Dec 2015SIEMENS LTDAnalyst Meet Update - Geared up and waiting! - Accumulate
117123 Nov 2015NESTLE INDIA LIMITEDAnalyst Meet Update - Maggi re-launched, but long road ahead - Under Review
116920 Nov 2015Capital Goods & InfrastructureSector Update - Recovery - pushed back, expectation toned down!
117020 Nov 2015InfrastructureSector Update - Policy boost for Road sector!
116817 Nov 2015INFOSYS LIMITEDEvent Update - Management optimistic on revenue outlook - BUY
116716 Nov 2015PharmaSector Update - India formulation: Delay in festive month drives annual growth
116613 Nov 2015India Strategy & Top ideasFed Rate hike , a certainty. How it will affect India?
116431 Oct 2015LARSEN & TOUBROQ2 FY16 Result Update - Guidance revised downward, challenges in E&C profitability continue! - BUY
116230 Oct 2015ITC LIMITED EQUITYQ2 FY16 Result Update - Sustained headwinds across businesses; Reduce - Reduce
116030 Oct 2015KOTAK MAHINDRA BANKQ2 FY16 Result Update - Getting back into action steadily - Accumulate
115830 Oct 2015GLENMARK PHARMACEUTIQ2 FY16 Result Update - Results in line; Core US sales begins to move up on new approvals - BUY
115630 Oct 2015JUBILANT LIFE SCIENCQ2 FY16 Result Update - Radiopharma, Niacin continues to drive sales, margins - BUY
115730 Oct 2015DR REDDY'S LABSQ2 FY16 Result Update - Sales in line, beats est. in EBITDA, PAT on better product mix - Accumulate
116130 Oct 2015BHARAT ELECTRONICSQ2 FY16 Result Update - Strong margins, improved visibility on inflows! - Accumulate
116330 Oct 2015TITAN COMPANY LTD.Q2 FY16 Result Update - Worst seems over, Accumulate for long term gains
115930 Oct 2015ICICI BANK LTD EQQ2 FY16 Result Update - Steady quarter; guidance on asset quality remains intact - BUY
116529 Oct 2015NESTLE INDIA LIMITEDQ3 CY15 Result Update - Maggi Fiasco, a golden chance to reinvent itself - Under Review
115529 Oct 2015PIDILITE INDUSTRIESQ2 FY16 Result Update - Bountiful margin expansion in tepid demand scenario - Accumulate
115229 Oct 2015COLGATE PALMOLIVE INQ2 FY16 Result Update - Ready for demand uptick, Accumulate
115329 Oct 2015EMAMI LTDQ2 FY16 Result Update - Kesh King springs negative surprise; Reduce
115029 Oct 2015KEC INTERNATIONAL LTQ2 FY16 Result Update - Margin improvement on track, outlook encouraging! - Accumulate
114929 Oct 2015SHRIRAM TRANSPORT FIQ2 FY16 Result Update - Modest quarter; outlook remains positive - BUY
114829 Oct 2015YES BANK LTD.Q2 FY16 Result Update - Steady quarter; CASA mix surprises positively - BUY
115129 Oct 2015CROMPTON GREAVESQ2 FY16 Result Update - Earnings volatility to continue! - Accumulate
114728 Oct 2015AMBUJA CEMENTS LTDQ3 CY15 Result Update - Decent show; bottomed-out valuations drive the rating upgrade - Accumulate
114628 Oct 2015THERMAX LTDQ2 FY16 Result Update - Near term outlook muted! - Accumulate
114528 Oct 2015S H KELKAR & COMPANYIPO Note - The perfumer arrives - Subscribe
114428 Oct 2015LUPIN LTDQ2 FY16 Result Update - Huge miss in earnings; US, India to drag earnings in FY16, FY17 - Reduce
114327 Oct 2015AXIS BANK LTDQ2 FY16 Result Update - Asset quality concerns weighs on strong operating performance - Accumulate
114127 Oct 2015TVS MOTOR COMPANY LTQ2 FY16 Result Update - Back on track in Q2 - Accumulate
114227 Oct 2015MARUTI SUZUKI INDIAQ2 FY16 Result Update - Impressive trajectory sustained - BUY
114027 Oct 2015RALLIS INDIA LIMITEDQ2 FY16 Result Update - Subdued FY16 now certain, not much left to play short-term - Accumulate
113826 Oct 2015H D F CQ2 FY16 Result Update - Spreads remain stable; individual loan growth holding well - Accumulate
113926 Oct 2015L&T FINANCE HOLDINGSQ2 FY16 Result Update - NII growth holding well; credit costs to moderate gradually - BUY
113726 Oct 2015PERSISTENT SYSTEMSQ2 FY16 Result Update - Growth led by Enterprise – Retain BUY
113623 Oct 2015ASIAN PAINTS LTDQ2FY16 Result Update - Demand scenario, high margins to weigh on valuations - Reduce
113423 Oct 2015CADILA HEALTHCARE LTQ2FY16 Result Update - Sales in line; Forex, product mix outperform operating margin - Reduce
113523 Oct 2015BAJAJ AUTO LIMITEDQ2FY16 Result Update - Steady Q2 performance - Accumulate
113323 Oct 2015JSW STEEL LTDQ2FY16 Result Update - Lower costs offset steep cut in realisations QoQ - BUY
113222 Oct 2015WIPRO LTD.Q2FY16 Result Update - In-line quarter; Management expects a better 2H - Accumulate
113121 Oct 2015MPHASIS LTDQ2FY16 Result Update - Digital risk led growth; overall revenues yet to recover - Accumulate
112921 Oct 2015H D F C BANKQ2FY16 Result Update - Revenue growth in-line; loan book spurt surprises positively - BUY
113021 Oct 2015M&M FIN SER LTDQ2FY16 Result Update - Business environment remains challenging - Accumulate
112821 Oct 2015HERO MOTOCORP LTD.Q2FY16 Result Update - Strong Q2, muted H2 outlook - Accumulate
112721 Oct 2015A C C LIMITED.Q3CY15 Result Update - Strong show; consistent performance on cost reduction - BUY
112620 Oct 2015FEDERAL BANK LTD.Q2FY16 Result Update - Asset quality stress continues - BUY
112520 Oct 2015HINDUSTAN ZINCQ2FY16 Result Update - Beat on all counts; tight supplies to keep the Zinc prices firm - BUY
112319 Oct 2015ULTRATECH CEMENT LTDQ2FY16 Result Update - Strong show; best placed to exploit the recovery in demand - Accumulate
112419 Oct 2015SOUTH INDIAN BANK LTQ2FY16 Result Update - Asset quality remains under pressure - BUY
112119 Oct 2015LARSEN & TOUBROCompany Update - Near term negatives factored in! - BUY
112219 Oct 2015HCL TECHNOLOGYQ1FY16 Result Update - Broadly in-line results; Management expects strong 2HFY16 - Accumulate
112019 Oct 2015NIIT TECHNOLOGIES LTQ2FY16 Result Update - Strong growth in core services - BUY
111916 Oct 2015LIC HOUSING FINANCECompany Update - Concall highlights – Focus stays on profitable growth - BUY
111816 Oct 2015LARSEN & TOUBROCompany Update - Near term negatives factored in! - BUY
111715 Oct 2015MINDTREE LIMITEDQ2FY16 Result Update - Solid revenue growth led by Digital - BUY
111515 Oct 2015TATA MOTORS LTDCompany Update - JLR bounces back in Sep'15 - BUY
111615 Oct 2015LIC HOUSING FINANCEQ2FY16 Result Update - Spread improves further; asset quality remains stable - BUY
111415 Oct 2015HINDUSTAN UNILEVERQ2FY16 Result Update - “Ready to ride next recovery; Accumulate”
111313 Oct 2015TATA CONSULTANCY SERQ2FY16 Result Update - Revenue miss; Digital services gaining traction - BUY
111213 Oct 2015PharmaSector Update - India formulation: Volume driven sectors drag monthly growth
111113 Oct 2015Coffee Day EntrprisesIPO Note - Expensive given low profitability, complex structure: Avoid
111012 Oct 2015INFOSYS LIMITEDCompany Update - Solid performance marred by cautious outlook - BUY
110912 Oct 2015INFOSYS LIMITEDQ2FY16 Result Update - First Cut: Blow out revenue performance
110809 Oct 2015INDUSIND BANKQ2FY16 Result Update - Strong performance; CV loan growth gaining momentum - Accumulate
110708 Oct 2015Jul-Sep'15 Quarterly Preview & Top IdeasAll eyes on 2QFY16 Results
110608 Oct 2015GLENMARK PHARMACEUTIEvent Update - Launch of Ziten pre-empt Delhi HC injunction on Sitagliptin - BUY
110507 Oct 2015ALLCARGO LOGISTICSCompany Report - Building a Niche - BUY
110430 Sep 2015COLGATE PALMOLIVE INCompany Update - Charged up to ride the demand recovery! - Accumulate
110328 Sep 2015MARICO LIMITEDVisit Update - Input costs favourable, slow demand recovery likely
110222 Sep 2015MOTHERSON SUMI SYSEvent Update - Volkswagen spoils the pitch
110014 Sep 2015Capital GoodsSector Report - T&D – Expect pick up in TBCB awarding!
110114 Sep 2015COAL INDIA LIMITEDCompany Report - Risk/return attractively placed; upgrade to BUY
109709 Sep 2015India Strategy & Top IdeasAll eyes on Fed Rate hikes and Chinese policy actions
109809 Sep 2015Oil & GasSector Report - Good times for downstream companies
109609 Sep 2015IDFC LIMITEDVisit Update - Long term play; near term triggers
109509 Sep 2015Metals & MiningSector Update - Case for Safeguard duty stands on a weak ground
109407 Sep 2015BHARAT ELECTRONICSVisit Update - Improving order inflow momentum!
109307 Sep 2015CIPLA LTD.Event Update - US acquisition to gain higher visibility
109131 Aug 2015Sadbhav Infrastructure ProjectsIPO Note - Strong assets portfolio/Quality management!Subscribe
109231 Aug 2015VOLTAS LIMITEDVisit Update - Near term Pain, Structural story remains intact!
108924 Aug 2015India FinancialsSector Update - Indradhanush: Key takeaways from call with Mr. Ashvin Parekh
109024 Aug 2015CementSector Update - Cement prices in strong recovery mode
108821 Aug 2015Navkar CorporationIPO Note - A Simple Business well executed
108720 Aug 2015India FinancialsSector Update - RBI awards licenses for Payment Banks - Our Take
108619 Aug 2015Capital GoodsSector Update - Recovery - Work in progress!
108013 Aug 2015CADILA HEALTHCARE LTResults in line; Weak visibility in FDA resolution, US approvals August 13,
108113 Aug 2015INDIAN HUME PIPEVisit Update - Real Estate monetisation adding Spice to Strong Core Business
108213 Aug 2015TITAN COMPANY LTD.Analyst Meet Update - Reinventing business model in changing landscape
108313 Aug 2015JK LAKSHMI CEMENT LTQ1FY16 Result Update - Beats estimates; strong recovery in cement prices underway
108512 Aug 2015"The impact of devaluation of Yuan on global economy, currencies and India’s external sector"Concall with one of India's foremost experts on foreign exchange, Mr.Anant Vishnu Rajwade
107912 Aug 2015JAMMU & KASHMIR BANKMuted performance; focus remains on asset de-risking
107812 Aug 2015SUN PHARMACEUTICAL IQ1FY16 Result Update - Halol resolution not in sight, One-off to impact EPS estimates
107612 Aug 2015JUBILANT LIFE SCIENCQ1FY16 Result Update - Sales in line, EBITDA, PAT beat estimates
108412 Aug 2015India Strategy & Top IdeasQ1FY16 results in line with expectations, analyst call commentaries lead to optimism
107211 Aug 2015TATA STEEL LIMITEDQ1FY16 Result Update - Earnings above estimates; dismal on quality
107311 Aug 2015POWER GRID CORPORATIQ1FY16 Result Update - In-Line quarter, expecting strong capitalization in FY16!
107411 Aug 2015ENGINEERS INDIAQ1FY16 Result Update - Margins impacted by one offs, expect some bounce back!
107511 Aug 2015NMDC LIMITEDQ1FY16 Result Update - Earnings below estimates; no respite in weakness
107011 Aug 2015STATE BANK OF INDIAQ1FY16 Result Update - Margins under pressure; asset quality holding up
107111 Aug 2015SADBHAV ENGINEERINGQ1FY16 Result Update - Strong Inflows, encouraging outlook!
106910 Aug 2015KALPATARU POWER TRANQ1FY16 Result Update - Strong Outlook!
106810 Aug 2015VA TECH WABAG LTD.Q1FY16 Result Update - Struggling a bit, structural story still intact
106710 Aug 2015ECLERX SERVICES LTDQ1FY16 Result Update - Good performance, Sustainability of momentum re-rating key
106610 Aug 2015TATA MOTORS LTDQ1FY16 Result Update - JLR's China overhang to persist in near-term
106508 Aug 2015MOTHERSON SUMI SYSQ1FY16 Result Update - Slight margin miss, long-term story remains intact
106408 Aug 2015MAHINDRA & MAHINDRAQ1FY16 Result Update - Operating performance surprises positively
106207 Aug 2015FUTURE RETAIL LTD.Q1FY16 Result Update - Business Model in Transition
106307 Aug 2015BHARAT HEAVY ELECTRIQ1 FY16 Result Update - Weak execution takes toll on performance!
106007 Aug 2015CUMMINS INDIA LTDQ1FY16 Result Update - Strong all round performance!
105706 Aug 2015POLARIS CONSULTINGQ1FY16 Result Update - Good operational performance - Digital the next growth driver
105806 Aug 2015EMAMI LTDQ1FY16 Result Update - Valuations cap potential upside
105906 Aug 2015BRITANNIA INDUSTRIESAnalyst Meet Update - “The Fairy Tale Continues...” - Accumulate
104905 Aug 2015Information TechnologySector Update - Cognizant result: Strong beat – Positive read-thru for Indian IT
105105 Aug 2015HEXAWARE TECHAnalyst Meet Update - Strategy to retain revenue momentum – Retain “BUY”
105205 Aug 2015SIEMENS LTDQ3FY15 Result Update - Results better than expected led by strong margins!
105305 Aug 2015MARICO LIMITEDQ1FY16 Result Update - Innovation to drive volume growth in H2FY16
105405 Aug 2015SHREE CEMENT LTD.Q4FY15 Result Update - Beats estimates; likely recovery in prices to keep the stock high
105505 Aug 2015THE RAMCO CEMENTSQ1FY16 Result Update - Earnings miss estimates; to recover on the back of strong prices
104804 Aug 2015CAPITAL FIRST LTD.Q1FY16 Result Update - Steady quarter; one-off provisioning impacts bottom line
104704 Aug 2015HEXAWARE TECHQ2CY15 Result Update - Investments rewarded with accelerated growth - Retain ‘BUY’
104604 Aug 2015HERO MOTOCORP LTD.Q1FY16 Result Update - Operating performance improves
104504 Aug 2015ATUL AUTO LTDQ1FY16 Result Update - H1 subdued, optimistic on H2
104304 Aug 2015SHRIRAM TRANSPORT FIQ1FY16 Result Update - Optimistic outlook on growth; asset quality issues remain
104404 Aug 2015INFOSYS LIMITEDCompany Update - In an early ‘Upgrade’ cycle, A must-have in Tech FMs’ portfolio
103803 Aug 2015EXIDE INDUSTRIES LTDQ1FY16 Result Update - Lacklustre performance
103903 Aug 2015HCL TECHNOLOGYQ4FY15 Result Update - First Cut: Revenue in-line, margin soft – Expect downtick
104003 Aug 2015HCL TECHNOLOGYCompany Update - Weakening operating metrics – Retain cautious stance
104103 Aug 2015BHARAT FORGE LTD.Q1FY16 Result Update - Healthy performance continues
104203 Aug 2015ASHOKA BUILDCON LTDQ1FY16 Result Update - Playing the waiting game!
103701 Aug 2015GLENMARK PHARMACEUTIQ1FY16 Result Update - Result in line; US sales to drive growth Q2FY16 onwards
103331 Jul 2015KOTAK MAHINDRA BANKQ1FY16 Result Update - A lean quarter
103431 Jul 2015TITAN COMPANY LTD.Q1FY16 Result Update - Reinventing business model; EPS cut at 13-16%
103531 Jul 2015ICICI BANK LTD EQStable asset quality a sigh of relief; guidance remains optimistic
103631 Jul 2015LARSEN & TOUBROQ1FY16 Result Update - Muted performance, expecting significant uptick in performance in H2!
96530 Jul 2015Capital GoodsSector Update – T&D – Light at the end of the Tunnel
103230 Jul 2015DR REDDY'S LABSQ1FY16 Result Update - Sales below estimate; Product mix, operating leverage drive margin
102630 Jul 2015WABCO INDIA LTD.Q1FY16 Result Update - Benefitting from CV recovery
102730 Jul 2015ITC LIMITED EQUITYQ1FY16 Result Update - Multiple headwinds at play
102830 Jul 2015INDOCO REMEDIES LTDQ1FY16 Result Update - Results in line; US supply to Actavis is yet to show in growth
102930 Jul 2015COLGATE PALMOLIVE INQ1FY16 Result Update - Near-term pain, long-term gain
103030 Jul 2015BANK OF BARODAQ1FY16 Result Update - Asset quality showing stability
103130 Jul 2015IDFC LIMITEDQ1FY16 Result Update - Muted performance
102429 Jul 2015NESTLE INDIA LIMITEDQ2 CY15 Result Update - Floating in a Sea of Uncertainty
102529 Jul 2015JSW STEEL LTDQ1 FY16 Result Update - Decent show in tough times; better play in current environment
101629 Jul 2015H D F CQ1FY16 Result Update - Stable quarter
101729 Jul 2015MARUTI SUZUKI INDIAQ1 FY16 Result Update - Robust operational performance
101929 Jul 2015VA TECH WABAG LTD.Company Report - Moving to the next orbit
102029 Jul 2015PIDILITE INDUSTRIESQ1 FY16 Result Update - Margins at a high, demand remains slack
102129 Jul 2015YES BANK LTD.Q1 FY16 Result Update - Operating performance remains strong
102229 Jul 2015THERMAX LTDQ1 FY16 Result Update - Strong performance but near-term outlook muted
102329 Jul 2015MPHASIS LTDQ1 FY16 Result Update - Strong beat on revenue driven by Direct International
101828 Jul 2015BANK OF INDIAQ1FY16 Result Update - Another disappointing quarter
101128 Jul 2015GLENMARK PHARMACEUTIEvent Update - Gliptin battle: Ziten to challenge Januvia's monopoly in India
101228 Jul 2015KEC INTERNATIONAL LTQ1FY16 Result Update - In-line performance, strong outlook!
101328 Jul 2015UNION BANK OF INDIAQ1FY16 Result Update - A mixed performance
101428 Jul 2015PUNJAB NAT.BANKQ1FY16 Result Update - Asset quality shows some respite; upgrade to ‘Accumulate’
101027 Jul 2015AMBUJA CEMENTS LTDQ2CY15 Result Update - Performance driven by unsustainable reduction in costs
100927 Jul 2015TECH MAHINDRA LTDBetter than feared, expect steady improvement; Retain ‘BUY’
100827 Jul 2015BHARAT ELECTRONICSQ1FY16 Result Update - Healthy execution!
100727 Jul 2015GEOMETRIC LIMITEDQ1FY16 Result Update - Strong performance, Upgrade to “Accumulate”
100427 Jul 2015TVS MOTOR COMPANY LTQ1FY16 Result Update - Yet another margin miss!
100527 Jul 2015LUPIN LTDQ1FY16 Result Update - Weak US sales lead to lower earnings
100627 Jul 2015PERSISTENT SYSTEMSQ1FY16 Result Update - Earnings troughed, expect acceleration from H2FY16
100324 Jul 2015KSB PUMPS LTD.Q2CY15 Result Update - Decent performance!
100224 Jul 2015CROMPTON GREAVESQ1FY16 Result Update - Earnings volatility to continue!
100124 Jul 2015ABB INDIA LIMITEDQ2CY15 Result Update - Ready to ride the up-cycle!
100024 Jul 2015AXIS BANK LTDQ1FY16 Result Update - Macro weighing heavy on an otherwise strong performance
99924 Jul 2015RALLIS INDIA LIMITEDQ1FY16 Result Update - Core business struggles, all eyes set on 2QFY16
99824 Jul 2015BAJAJ AUTO LIMITEDQ1FY16 Result Update - Non-operating income drives up profits
99724 Jul 2015WABCO INDIA LTD.Company Update - Improved cycle, regulatory norms to drive growth
99623 Jul 2015L&T FINANCE HOLDINGSQ1FY16 Result Update - Revenues broadly in-line; asset quality impairment seasonal
99523 Jul 2015PERSISTENT SYSTEMSEvent Update - Errata: Acquiring Aepona: Bolstering IP portfolio
99423 Jul 2015WIPRO LTD.Q1FY16 Result Update - In-line quarter, still need more visible signs for turnaround
99323 Jul 2015EICHER MOTORSQ1FY16 Result Update - Average Q2 results
99223 Jul 2015PERSISTENT SYSTEMSEvent Update - Acquiring Aepona: Bolstering IP portfolio
99122 Jul 2015KPIT TECHNOLOGIESQ1FY16 Result Update - Performance troughed, expect uptick: Upgrade to ‘Accumulate’
98621 Jul 2015INFOSYS LIMITEDQ1FY16 Result Update - First Cut: Strong beat to expectation, expect uptick
98721 Jul 2015INFOSYS LIMITEDCompany Update - On the roll again – Retain “BUY”
98821 Jul 2015ASIAN PAINTS LTDQ1FY16 Result Update - Valuations factor in blue sky scenario, “Reduce”
98921 Jul 2015H D F C BANKQ1FY16 Result Update - Stable quarter; fee income holding steady
99021 Jul 2015HINDUSTAN UNILEVERQ1FY16 Result Update - “Levers” in place for demand recovery; ‘Accumulate’
98320 Jul 2015A C C LIMITED.Q2CY15 Result Update - Costs in line; weaker realisations demean the earnings
98420 Jul 2015FEDERAL BANK LTD.Q1FY16 Result Update - Weak operating metrics; Outlook remains encouraging
98520 Jul 2015ULTRATECH CEMENT LTDQ1FY16 Result Update - Strong show; best placed among its peers to exploit the recovery
98216 Jul 2015Information TechnologySector Update - Accelerated momentum, IHVs at no disadvantage
98116 Jul 2015SOUTH INDIAN BANK LTQ1FY16 Result Update - Profitability pressure continues; valuations cheap
98016 Jul 2015MINDTREE LIMITEDQ1FY16 Result update - Good start, Inorganic booster for FY16 – Retain “BUY”
97916 Jul 2015Metals & MiningSector Update - Domestic iron ore supplies at multi-year high in June
97815 Jul 2015THERMAX LTDAnnual Report Analysis - Taking internationalisation strategy to next level!
97715 Jul 2015ITC LIMITED EQUITYAnnual Report Analysis - Headwinds across business segments; Reduce
97615 Jul 2015PharmaSector Update - India formulations: Double-digit growth continues to thrive
97514 Jul 2015PLASTIBLENDS INDIAVisit Update - On an Expansion mode
97414 Jul 2015HCL TECHNOLOGYEvent Update - Acquired Trygstad – Strengthening IoT capabilities
97213 Jul 2015CUMMINS INDIA LTDAnnual Report Analysis - Reviving domestic market, expanding export basket to drive growth!
97313 Jul 2015INDUSIND BANKQ1FY16 Result Update - Buoyed performance; asset granularity further aiding profitability
97110 Jul 2015WIPRO LTD.Event Update - Acquired Designit - Strengthening Digital offering
96909 Jul 2015KALPATARU POWER TRANVisit Update - An Upbeat Outlook!
97009 Jul 2015TATA CONSULTANCY SERMargin strong, growth moderation is concerning - BUY
96809 Jul 2015India Strategy & Quarterly ResultsHopes remain on recovery in 2QFY16
96703 Jul 2015PERSISTENT SYSTEMSEvent Update - Acquired RGen Solutions, Strengthening OPD presence
96601 Jul 2015MPHASIS LTDEvent Update - Exiting India BPM business - Increased focus on “Strategic Area”
96430 Jun 2015CementRealisations likely to have bottomed-out in Q1FY16
96329 Jun 2015TECH MAHINDRA LTDEvent Update – Weak Q1FY16 outlook, Expect ‘Slow & Steady’ recovery
96229 Jun 2015HINDUSTAN UNILEVERAnalyst Meet Update – Geared up to ride demand recovery
96126 Jun 2015CAPITAL FIRST LTD.Company Report – Capitalizing on untapped opportunities
96023 Jun 2015PERSISTENT SYSTEMSEvent Update – Negative outlook for Q1FY16, performance bottoming out
95923 Jun 2015MINDTREE LIMITEDAnalyst Meet Update – Gearing for cutting edge work
95818 Jun 2015RALLIS INDIA LIMITEDCompany Report – “SEED”ed for a long haul
95718 Jun 2015MPHASIS LTDAnalyst Meet Update – Setting path for growth in Direct Channel, Retain “Accumulate”
95612 Jun 2015PharmaSector Update – India formulations: Rising price maintains double-digit growth
95512 Jun 2015India Strategy & Top IdeasGrowth expectations back ended, Headwinds increase, IT majors the best pick
95410 Jun 2015InfrastructureSector Update – Ready for a long ride!
95309 Jun 2015Capital GoodsSector Update – Moving in Right direction, albeit at slower pace
95209 Jun 2015Information TechnologyReturn mirrors previous quarter performance: A quant analysis
95008 Jun 2015KEC INTERNATIONAL LTVisit Update – Better times ahead!
94908 Jun 2015NESTLE INDIA LIMITEDEvent Update – Recovery to be a long haul, “Accumulate”
95105 Jun 2015CementSector Update – Volumes rose in May on a high base
94805 Jun 2015L&T FINANCE HOLDINGSCompany Report – Re-gaining focus; better times ahead
94705 Jun 2015COAL INDIA LIMITEDEvent Update – Auction route extended to coal linkages
94503 Jun 2015FUTURE RETAIL LTD.Event Update – Bharti Retail turnaround might be an uphill task!
94101 Jun 2015COAL INDIA LIMITEDQ4FY15 Result Overview - Working on a realistic target of 1bn tonnes output by FY2020
94001 Jun 2015AUROBINDO PHARMAQ4FY15 Result Overview - Result in line; Injectable to drive growth in medium term
94401 Jun 2015GLENMARK PHARMACEUTIQ4FY15 Result Update - Result in line; US set to drive growth in FY16
94301 Jun 2015STEEL AUTHORITY OF IQ4FY15 Result Update - Next quarter to reflect full weakness in realisations
94201 Jun 2015SUN PHARMACEUTICAL IQ4FY15 Result Update - Accumulate at Declines, Form-483 problems continue
93931 May 2015LARSEN & TOUBROQ4FY15 Result Overview - Execution disappoints, decent performance on other parameters
93830 May 2015MAHINDRA & MAHINDRAQ4FY15 Result Overview - Tractors near bottom, eye on new PV launches
93729 May 2015CUMMINS INDIA LTDQ4FY15 Result Overview - Expecting healthy bounce back in domestic market in FY16
93128 May 2015INDOCO REMEDIES LTDQ4FY15 Result Overview - Sales in line, profitability disappoints
93028 May 2015THERMAX LTDQ4FY15 Result Overview - Strong operational performance, Outlook of orders, a mixed bag!
93628 May 2015NMDC LIMITEDQ4FY15 Result Overview - Increased supplies and escalating costs dents the outlook
93528 May 2015ENGINEERS INDIAQ4FY15 Result Overview - Weak underlying performance!
93428 May 2015BANK OF INDIAQ4FY15 Result Overview - Results disappoints; remains a play on cheap valuations
93328 May 2015JINDAL STEEL & POWERQ4FY15 Result Overview - Earnings outlook deteriorates further; stability still far away
92927 May 2015TECH MAHINDRA LTDQ4FY15 Result Update - Weak quarter: Expect slow & steady recovery in fundamental
92827 May 2015BHARAT HEAVY ELECTRIAnother weak quarter! - Reduce
93227 May 2015PharmaSector Update - Hyderabad visit: Multiple factors shift growth drivers to FY17
92725 May 2015VOLTAS LIMITEDQ4FY15 Result Update - AC business continues to drive performance!
92625 May 2015ECLERX SERVICES LTDQ4FY15 Result Update - Margin weak, pressure likely to sustain; Retain ‘Reduce’
92525 May 2015MPHASIS LTDQ4FY15 Result Update - Positive surprise driven by Digital Risk
92424 May 2015STATE BANK OF INDIAQ4FY15 Result Update - Better performance; higher restructuring plays spoilsport
91722 May 2015Metals & MiningSector Update - Restarting of mines in Orissa, JSTL our best pick
92322 May 2015ITC LIMITED EQUITYQ4FY15 Result Update - Valuations might remain cheap!
92221 May 2015BRITANNIA INDUSTRIESQ4FY15 Result Update - Bite gets crunchier, “BUY”
92021 May 2015TATA STEEL LIMITEDQ4FY15 Result Update - Earnings outlook deteriorates; ratings cut to Reduce
92121 May 2015BAJAJ AUTO LIMITEDQ4FY15 Result Update - Average results, focus on outlook
91920 May 2015BHARAT FORGE LTD.Q4FY15 Result Update - Overseas sales drives performance
91820 May 2015PIDILITE INDUSTRIESQ4FY15 Result Update - Crossfire of poor demand and low Input costs
91519 May 2015JAMMU & KASHMIR BANKQ4FY15 Result Update - Asset quality risks concerns persist
91619 May 2015COLGATE PALMOLIVE INQ4FY15 Result Update - Market share up, capex to remain high, “Accumulate”
91419 May 2015JK LAKSHMI CEMENT LTQ4FY15 Result Update - Story remains intact; temporarily hit by unsustainable weakness
91319 May 2015INFOSYS LIMITEDCompany Update - Conference Webcast: Prioritizing for growth
91219 May 2015MOTHERSON SUMI SYSVisit Update - Reaffirming the positives
91118 May 2015ASIAN PAINTS LTDQ4FY15 Result Update - EPS cut by 6-9% on sluggish demand, “Reduce”
90716 May 2015CADILA HEALTHCARE LTQ4FY15 Result Update - Results in line; Timeline for US approvals remains uncertain
90616 May 2015JSW STEEL LTDQ4FY15 Result Update - Cost competitiveness to restore due to rise in iron ore supplies
90515 May 2015NESTLE INDIA LIMITEDQ4FY15 Result Update - Input cost to provide tailwind to profitability
91014 May 2015JUBILANT FOODWORKSQ4FY15 Result Update - Pay-off time as growth visibility improves
90414 May 2015ASHOKA BUILDCON LTDQ4FY15 Result Update - Healthy pipeline confirms positive outlook
90214 May 2015LUPIN LTDQ4FY15 Result Update - Result disappoints; Competition catching up in key drugs
90014 May 2015EMAMI LTDQ4FY15 Result Update - Emerging headwinds, high valuations limit upside
90914 May 2015JUBILANT LIFE SCIENCQ4FY15 Result Update - Recovery begins its process
90814 May 2015PharmaSector Update - India formulations: Double- digit growth retains momentum
89913 May 2015ASHOK LEYLANDQ4FY15 Result Update - Higher volumes drive strong operating performance
89812 May 2015DR REDDY'S LABSQ4FY15 Result Update - Results in line; FY16 prospects hinges upon FDA resolution
89612 May 2015UNION BANK OF INDIAQ4FY15 Result Update - Asset quality concerns eases
89712 May 2015India Strategy & Top IdeasQ4FY15 fail to fire, IT majors disappoint
89511 May 2015BANK OF BARODAQ4FY15 Result Update - Asset quality brings cheers; rekindles hope for other PSU banks
89411 May 2015EICHER MOTORSQ4FY15 Result Update - Strong operating performance
89308 May 2015GLAXOSMITHKLINE CONSQ4FY15 Result update - Demand remains elusive; benign SMP prices boost margins
89208 May 2015HINDUSTAN UNILEVERQ4FY15 Result Update - Play the long haul; Accumulate
89107 May 2015TITAN COMPANY LTD.Q4FY15 Result Update - Competition forces change in strategy, EPS cut 15%
88907 May 2015HERO MOTOCORP LTD.Q4FY15 Result Update - Focus on brand-building
89007 May 2015NIIT TECHNOLOGIES LTAnalyst Meet Update - Gearing for accelerated earnings growth; Retain ‘BUY’
88807 May 2015KEC INTERNATIONAL LTQ4FY15 Result Update – Finally delivering on Margin Improvement!
88606 May 2015ABB INDIA LIMITEDQ1CY15 Result Update – Awaiting large orders!
88506 May 2015SOUTH INDIAN BANK LTQ4FY15 Result Update – Profitability pressure to reduce gradually
88406 May 2015KOTAK MAHINDRA BANKQ4FY15 Result Update – All round performance; merger integration on track
88305 May 2015NIIT TECHNOLOGIES LTResult Update – Strong operational performance, Guidance healthy; Retain ‘BUY’
88004 May 2015IDFC LIMITEDQ4FY15 Result Update – Muted performance; transition to bank on track
88104 May 2015Information TechnologySector Update – Cognizant result: Growth and Guidance allays demand concern
88204 May 2015L&T FINANCE HOLDINGSVisit Update – Earnings growth to accelerate; valuations attractive
87930 Apr 2015SHRIRAM TRANSPORT FIQ4FY15 Result Update – Growth outlook healthy; asset quality issues in subsidiary
87830 Apr 2015EXIDE INDUSTRIES LTDQ4FY15 Result Update – Subdued performance
87730 Apr 2015MARICO LIMITEDQ4FY15 Result Update – Steady growth ahead, ‘Accumulate’
87630 Apr 2015POLARIS CONSULTINGQ4FY15 Result Update – At inflexion point, expect accelerated momentum; Retain “BUY”
87530 Apr 2015HEXAWARE TECHQ4FY15 Result Update – Weak quarter, healthy outlook, Stay with “BUY”
87430 Apr 2015FEDERAL BANK LTD.Q4FY15 Result Update – Asset quality managed well; outlook guidance positive
87330 Apr 2015TVS MOTOR COMPANY LTQ4FY15 Result Update – Results fail to shine, but outlook decent
87129 Apr 2015AXIS BANK LTDQ4FY15 Result Update – Strong performance; upbeat guidance
87029 Apr 2015AMBUJA CEMENTS LTDQ1CY15 Result Update – Muted show on majority accounts
86929 Apr 2015SHREE CEMENT LTD.Q3FY15 Result Update – Earnings in line; lacks on upside potential
86829 Apr 2015H D F CQ4FY15 Result Update – In-line quarter; capital gains & dividend cushion earnings
86729 Apr 2015FMCGSector Update – BRIT, GSK, NEST to get SMP margin boost
87229 Apr 2015SIEMENS LTDCompany Update – Future Ready!
86527 Apr 2015ICICI BANK LTD EQAsset quality worries peaked; guidance gives optimism
86427 Apr 2015MARUTI SUZUKI INDIAQ4FY15 Result Update – Stellar performance; maintain Buy
86327 Apr 2015JSW STEEL LTDFirst Cut: Weak quarter, but guidance strong April 24,
86224 Apr 2015INFOSYS LIMITEDFirst Cut: Weak quarter, but guidance strong
86123 Apr 2015M&M FIN SER LTDCheerful performance though near term overhang remains!
86023 Apr 2015H D F C BANKQ4FY15 Result Update - Steady quarter; asset quality holding nicely
85922 Apr 2015KSB PUMPS LTD.Weak margins impacts profitability
85822 Apr 2015YES BANK LTD.Strong revenue growth; asset quality reported minor blip April 22,
85721 Apr 2015PERSISTENT SYSTEMSIn-line with profit warning, Performance troughed
85621 Apr 2015WIPRO LTD.Mixed-bag: Revenue missed, Margin and Guidance touch ahead
85521 Apr 2015HCL TECHNOLOGYComprehensive miss, deteriorating metrics - Stay on sidelines
85421 Apr 2015SUN PHARMACEUTICAL ICompelling valuation post stake sale of Daiichi
86621 Apr 2015India FinancialsSector Update - Industry tour: Visiting ARCs – asset revival gaining focus
85320 Apr 2015LIC HOUSING FINANCESpread improvement on track; asset quality holding well
85220 Apr 2015GLENMARK PHARMACEUTIEvent Update - Equity dilution to Temasek to be utilised for debt reduction
85117 Apr 2015Information TechnologySector Update - Weakness in Q1CY15, Commentary for CY15 optimistic
85017 Apr 2015TATA CONSULTANCY SERQ4FY15 Result Update - Revenue soft, Margin ahead; Commentary strong
84916 Apr 2015MINDTREE LIMITEDQ4FY15 Result Update - Soft quarter, Strong outlook driven by deal closure
84816 Apr 2015INDUSIND BANKQ4FY15 Result Update - Core earnings on track; asset quality disappoints marginally!
84715 Apr 2015A C C LIMITED.Q1CY15 Result Update - ACCelerating well to reduce costs
84613 Apr 2015KEC INTERNATIONAL LTVisit Update - Better time ahead!
84510 Apr 2015January to March 2015 India Strategy & Quarterly ResultsWill the recovery be in 1QFY16 or will it spill over to 2QFY16?
84408 Apr 2015Information TechnologySector Update - H1-B cap reached – Another year of lottery system
84307 Apr 2015LARSEN & TOUBROCompany Update - Building India!!
84101 Apr 2015BANK OF INDIAVisit Update - Asset quality pain likely to peak
84001 Apr 2015GLENMARK PHARMACEUTICompany Update - New US approvals to take earnings to a new high
83901 Apr 2015India Financials – Insurance ReformsSector Update - Reforms to give strong foundation to flagging insurance sector
83801 Apr 2015JUBILANT FOODWORKSValuations factor in demand and margin recovery; Reduce
83731 Mar 2015India FinancialsSector Report - Service quality assessment: An intangible differentiator
84231 Mar 2015ECLERX SERVICES LTDEvent Update - CLX Europe acquisition: Diversification by diluting return ratios
83626 Mar 2015CementSector Update - Realisations for the quarter hit by a weak demand
83524 Mar 2015NIIT TECHNOLOGIES LTEvent Update - Client’s dispute: Impact restricted to Q4FY15
83018 Mar 2015MAHINDRA & MAHINDRAAnalyst Meet Update - Tractors slide, new UV launches to drive growth
83118 Mar 2015EMAMI LTDCompany Update - Rising Mentha prices, valuations might cap upside
83317 Mar 2015KSB PUMPS LTD.Visit Update - Quality play on recovery in Industrial and water capex!
82917 Mar 2015KPIT TECHNOLOGIESEvent Update - X-currency worsened weak Q4FY15, Structural recovery on track
83417 Mar 2015AutomobilesPositive Outlook, prefer four wheelers
83217 Mar 2015MAHINDRA & MAHINDRAVisit Update - Selective green shoots visible; recovery to happen gradually
82816 Mar 2015PRISM CEMENT LTD.Management Meet Update - Strong potential across businesses
82616 Mar 2015POLARIS CONSULTINGCompany Update - Restructured for growth, but not in price – Upgrade to BUY
82716 Mar 2015CUMMINS INDIA LTDVisit Update - Medium long term potential over rides near term weakness
82516 Mar 2015PERSISTENT SYSTEMSVisit Update - Momentum to accelerate in FY16, Upgrade to “BUY”
82414 Mar 2015India Financials - InsuranceSector Update - Parliament clears insurance bill – positive move for industry
82314 Mar 2015PharmaSector Update - India formulations achieves highest growth since 2012
82212 Mar 2015WIPRO LTD.Analyst Meet Update - Strategic initiatives in right direction, Execution holds key
81912 Mar 2015THE AUGURIES OF THE LIKELY PASSAGE OF LONG PENDING CRUCIAL ...THE AUGURIES OF THE LIKELY PASSAGE OF LONG PENDING CRUCIAL ECONOMIC LEGISLATIONS (INSURANCE, COAL & MINES)
82111 Mar 2015Metals & MiningSector Update - Improved iron ore supplies dented by weak steel fundamentals
81810 Mar 2015NIIT TECHNOLOGIES LTCompany Update - Mending way for recovery; Retain “BUY”
82010 Mar 2015India Strategy & Top IdeasQ3FY15 disappointed, will Q4 deliver?
81709 Mar 2015JINDAL STEEL & POWERCompany Update - Not out of woods
81609 Mar 2015MINDTREE LIMITEDCompany Update - Project closure delay & X-Currencies headwind to impact Q4FY15
81505 Mar 2015TATA CONSULTANCY SERAnalyst Meet Update - Slow start to the year worsened by cross-currency
81404 Mar 2015KPIT TECHNOLOGIESVisit Update - Structural recovery on track, near term softness likely
81328 Feb 2015Union Budget 2015-16Make in India Budget
81228 Feb 2015ITC LIMITED EQUITYCompany Update - Excise hike adds to woes
81127 Feb 2015Information TechnologySector Update - Irrelevance of hiring data – Automation takes centre-stage
80927 Feb 2015Railway BudgetPrudence continues to be the buzz word, where populism is taking a back seat
81026 Feb 2015India Financials – PSU BanksSector Update - Opex pressures entering the last leg; analysing the final blow
80818 Feb 2015India Strategy & Top IdeasAll eyes on budget and domestic recovery
80618 Feb 2015CementAt the last leg of weakness
80518 Feb 2015PharmaSector Update - Domestic formulations continues its ascension of Growth
80418 Feb 2015INFOSYS LIMITEDEvent Update - Panaya’s Acquisition – Troika of Cloud, ERP and Automation
80317 Feb 2015SADBHAV ENGINEERINGQ3FY15 Result Update - Healthy Performance, Improving outlook!
80216 Feb 2015INFOSYS LIMITEDEvent Update - Acquired Panaya – Strengthening Enterprise App presence
80116 Feb 2015SUN PHARMACEUTICAL IQ3FY15 Result Update - Halol plant costs its Q3 sales, profitability
80014 Feb 2015STATE BANK OF INDIAQ3FY15 Result Update - Asset quality holding on; earnings likely to gain traction
79914 Feb 2015H D F C BANKQ3FY15 Result Update - In-line results; loan growth holding nicely
79413 Feb 2015CIPLA LTD.Q3FY15 Result Update - Strong visibility in inhalers
79813 Feb 2015STEEL AUTHORITY OF IQ3FY15 Result Update - Reductions in costs not visible in near future
79713 Feb 2015NESTLE INDIA LIMITEDQ4CY14 Result Update - Domestic volume growth remains elusive
79613 Feb 2015MPHASIS LTDQ3FY15 Result Update - Focus on Direct Channel yields result, but HP drag persists
79513 Feb 2015GLENMARK PHARMACEUTIQ3FY15 Result Update - US opportunities to overcome headwinds in Russia, ROW
79312 Feb 2015COAL INDIA LIMITEDQ3FY15 Result Update - The best structural play on operational reforms in the sector
79112 Feb 2015BANK OF INDIAQ3FY15 Result Update - Results disappoints; remains a play on cheap valuations
79212 Feb 2015FUTURE RETAIL LTD.Q3FY15 Result Update - Debt reduction to improve financials
79011 Feb 2015JAMMU & KASHMIR BANKQ3FY15 Result Update - Asset quality under stress; focus turns back on J&K state
78911 Feb 2015SUN PHARMACEUTICAL ICompany Update - Taro's Q3 sales below par, margins improve
78811 Feb 2015CADILA HEALTHCARE LTQ3FY15 Result Update - Q3 in line with estimates, opportunity priced in
78710 Feb 2015Information TechnologySector Update - Rear View OND-15: Improving momentum more evident
78610 Feb 2015HEXAWARE TECHQ4CY14 Result Update - Revenue momentum likely to sustain; Retain “BUY”
78509 Feb 2015NMDC LIMITEDQ3FY15 Result Update - Weak commodity outlook overshadows the attractive valuations
78409 Feb 2015TATA STEEL LIMITEDQ3FY15 Result Update - Earnings to revive in Q4 with the restart of mines and strong TSE
78306 Feb 2015H D F C BANKCapital position has improved; earnings growth likely will - BUY
78206 Feb 2015AUROBINDO PHARMAQ3FY15 Result Update - Result in line; Natrol to fuel core sale in near term
78105 Feb 2015THE RAMCO CEMENTSQ3FY15 Result Update - Muted show; maintain FY15 estimates due to steep price hikes
78005 Feb 2015JUBILANT FOODWORKSQ3FY15 Result Update - Worst seems over; slow recovery likely
77904 Feb 2015BRITANNIA INDUSTRIESQ3FY15 Result Update - Ready for a long haul!
77804 Feb 2015JK LAKSHMI CEMENT LTQ3FY15 Result Update - Strong show; remains top pick in the midcap cement space
77704 Feb 2015JUBILANT LIFE SCIENCQ3FY15 Result Update - Sales, margin continue to be impacted by FDA issues in CMO
77503 Feb 2015MARICO LIMITEDQ3FY15 Result Update - Steady growth ahead, Accumulate
77603 Feb 2015SHREE CEMENT LTD.Q2FY15 Result Update - Strong business outlook; but low on upside potential
77403 Feb 2015PUNJAB NAT.BANKQ3FY15 Result Update - Weak quarter; asset quality let down continues
77303 Feb 2015GLAXOSMITHKLINE CONSQ3FY15 Result Update - Ready to gain demand recovery and benign inputs
77203 Feb 2015A C C LIMITED.Q4CY14 Result Update - Earnings in line;temporary mine closure hit the earnings
77103 Feb 2015Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
77030 Jan 2015BANK OF BARODAQ3FY15 Result Update - Disappointing results; normalcy to return from FY16 only
76930 Jan 2015IDFC LIMITEDQ3FY15 Result Update - Muted performance; balance sheet transition continues
76730 Jan 2015INDOCO REMEDIES LTDQ3FY15 Result Update - Sales, headline margins in line
76830 Jan 2015ICICI BANK LTD EQQ3FY15 Result Update - Asset quality under pressure; revenue growth on track
76630 Jan 2015JSW STEEL LTDQ3FY15 Result Update - Margins to remain depressed; outlook remains weak
76430 Jan 2015SIEMENS LTDQ1FY15 Result Update - Cost optimization helping margins!
76530 Jan 2015ECLERX SERVICES LTDQ3FY15 Result Update - Soft performance, margin headwinds to persist
76330 Jan 2015TECH MAHINDRA LTDQ3FY15 Result Update - In-line performance, earnings to bottom in Q4FY15
76230 Jan 2015HCL TECHNOLOGYCompany Update - Sustainability of momentum is the key; Retain “Accumulate”
76130 Jan 2015ASIAN PAINTS LTDQ3FY15 Result Update - Is crude linked exuberance justified?
76030 Jan 2015Capital GoodsSector Update - Pick up in ordering driven by HVDC order
75930 Jan 2015DR REDDY'S LABSQ3FY15 Result Update - Positive surprise in ROW, Russia, EU drives revenue, margin
75830 Jan 2015HCL TECHNOLOGYQ2FY15 Result Update - First Cut: Strong beat to expectation, expect earnings upgrade
75729 Jan 2015H D F CQ3FY15 Result Update - In-line quarter; individual loan growth remains on track
75629 Jan 2015PIDILITE INDUSTRIESQ3FY15 Result Update - Strong margin recovery ahead
75527 Jan 2015RANBAXY LABORATORIESEvent Update - Last straw of hope in Nexium lost; FDA Approves Teva
75427 Jan 2015ULTRATECH CEMENT LTDQ3FY15 Result Update - Earnings-in-line; still best in the lot to play the recovery
75327 Jan 2015PERSISTENT SYSTEMSQ3FY15 Result Update - Missed expectations, but signs of success for Enterprise strategy
75223 Jan 2015BHARAT ELECTRONICSQ3FY15 Result Update - Strong execution and margins!
75123 Jan 2015COLGATE PALMOLIVE INQ3FY15 Result Update - Margin tailwinds visible, demand recovery remains elusive”
75023 Jan 2015Metals & MiningSector Update - Hike in import duty likely; weak prices to undo the benefit
74922 Jan 2015POLARIS CONSULTINGQ3FY15 Result Update - FY16 outlook better, but near term challenges to persist
74821 Jan 2015ITC LIMITED EQUITYQ3FY15 Result Update - Regulatory headwinds to delay recovery
74721 Jan 2015ING VYSYA BANK LTDQ3FY15 Result Update - Asset quality pressure remains
74621 Jan 2015KPIT TECHNOLOGIESQ3FY15 Result Update - Beat despite seasonality, Acceleration in CY15; Retain ‘BUY’
74521 Jan 2015SOUTH INDIAN BANK LTQ3FY15 Result Update - Profitability under pressure
74420 Jan 2015KOTAK MAHINDRA BANKQ3FY15 Result Update - Loan growth gaining momentum; flow business holds hope
74319 Jan 2015HINDUSTAN ZINCQ3FY15 Result Update - Strong show on costs front; remains our top pick in the sector
74219 Jan 2015HINDUSTAN UNILEVERQ3FY15 Result Update - Making right moves, 2009 lessons well learnt
74119 Jan 2015MINDTREE LIMITEDQ3FY15 Result Update - Seasonality impacted Q3, Growth to accelerate in CY15
74019 Jan 2015MAHINDRA & MAHINDRAQ3FY15 Result Update - Disappointing quarter; recovery still some time away
73816 Jan 2015AXIS BANK LTDQ3FY15 Result Update - Loan growth gaining momentum; margins remain buoyant
73916 Jan 2015WIPRO LTD.Q3FY15 Result Update - Inline quarter, Guidance soft; Retain ‘Accumulate’
73716 Jan 2015FEDERAL BANK LTD.Q3FY15 Result Update - Mixed performance
73616 Jan 2015Metals & MiningSector Update - Mines & minerals ordinance- A catalyst for the sector
73515 Jan 2015Information TechnologySector Update - Strong end to CY14, Commentary for CY15 optimistic
73415 Jan 2015TATA CONSULTANCY SERQ3FY15 Result Update - Soft performance, but strong commentary
73315 Jan 2015LIC HOUSING FINANCEQ3FY15 Result Update - Operating performance inline; spreads to improve gradually
72514 Jan 2015“Impact of European Court’s opinion on OMT on markets”Likely impact on markets of the opinion to be given on 14th Jan 2015 by the advisor to the European Court of Justice on legal validity of OMT
73213 Jan 2015INDUSIND BANKQ3FY15 Result Update - Steady quarter; growth & margin outlook remains positive
73112 Jan 2015CMC LIMITED EQUITYQ3FY15 Result Update - Revenue in-line, margin soft – Coverage Dropped
73012 Jan 2015ASIAN PAINTS LTDCompany Update - FY16E Margin expansion + FY17E Margin Decline =??
72909 Jan 2015INFOSYS LIMITEDCompany Update - Watchtower for tomorrow – Retain BUY
72809 Jan 2015TECH MAHINDRA LTDEvent Update - SOFGEN Acquisition: Strengthening BFS exposure
72709 Jan 2015INFOSYS LIMITEDQ3FY15 Result Update - First Cut: Strong beat to margin and volume expectation
72609 Jan 2015Oct - Dec'14 Earnings PreviewLocal execution remains key, Global events may play spoil sport
72205 Jan 2015Capital Goods & InfrastructureSector Update - Outlook 2015
71805 Jan 2015Consequences of German govt's belief to 'manage' Grexit's impactFar reaching geo-political & economic consequences of German government's reported belief of being able to 'manage' a potential Greek exit (Grexit) from the Euro Zone
72102 Jan 2015India FinancialsSector Report - Gradual recovery to unfold – Prefer stock specific approach
72001 Jan 2015INFOSYS LIMITEDCompany Update - Tug-of-war: Wage inflation and margin tailwinds!
71930 Dec 2014INFOSYS LIMITEDCompany Update - Design Thinking, Agile & SMAC: Translating clients’ need
71629 Dec 2014"Why are global markets nervous about Snap polls in Greece" - Ajay BodkeLikely impact of snap polls in Greece on markets
71729 Dec 2014CementSector Update - M&A activity still not over
71522 Dec 2014PERSISTENT SYSTEMSAnalyst Meet Update - Differentiating for niche ‘Digital’ services
71319 Dec 2014India Strategy & Top IdeasDomestic economy to drive growth
71419 Dec 2014ASHOKA BUILDCON LTDCompany Update - Healthy pipe line in Road sector!
71216 Dec 2014PharmaSector Update - Addition of 52 formulations to spoil momentum of Nov’14
71116 Dec 2014CementSector Update - Current quarter a blip; outlook remains strong
71015 Dec 2014PL Small & Mid-Cap ConferencePost Conference Update - “Identifying the next Winners”
70915 Dec 2014HINDUSTAN UNILEVERVisit Update - Early signs of demand recovery, watch out for crude prices?
70812 Dec 2014TATA CONSULTANCY SERAnalyst Meet Update - Usual seasonality worsened by X-currency
70712 Dec 2014WIPRO LTD.Company Update - Multiple headwinds, Limited upside; Retain “Accumulate”
70609 Dec 2014ConsumerPlaying the commodity correction euphoria?
70509 Dec 2014Metals & MiningIndia’s iron ore production likely to hit year’s low in November
70405 Dec 2014INFOSYS LIMITEDAnalyst Meet Update - Investing in structural improvement, Retain “BUY”
70302 Dec 2014TITAN COMPANY LTD.Event Update - Scrapping of 20:80 might be a temporary relief
69902 Dec 2014Exclusive Paper by Mr. S S Tarapore for Prabhudas LilladharImportance of Internal Consistency among different wings of Macro-economic Policy
70228 Nov 2014India FinancialsGuidelines on ‘Small Finance Banks’ & ‘Payment Banks’
70126 Nov 2014SIEMENS LTDCompany Update - Future Ready!!
70026 Nov 2014TATA STEEL LIMITEDCompany Update - Resumption of mining will help regain the margins in FY16
69721 Nov 2014KOTAK MAHINDRA BANKEvent Update - Right fit - Right price; significant synergies in long term
69621 Nov 2014MBL INFRASTRUCTURESCompany Update - Focus on profitable growth!
69520 Nov 2014Event Update - India Private BanksMerger on the cards – Looks good to us!
69419 Nov 2014Sector Update - Metals & MiningGovt puts coal block auction process on fast mode
69319 Nov 2014Sector Update - PharmaHolidays slows Domestic formulations growth
69119 Nov 2014NESTLE INDIA LIMITEDQ2FY15 Result Update - Not out of woods as yet?
69018 Nov 2014ASHOKA BUILDCON LTDQ2FY15 Result Update - Expecting pick up in road sector ordering!
68817 Nov 2014India Strategy & Top IdeasPolicy implementations key to domestic growth
68917 Nov 2014VOLTAS LIMITEDQ2FY15 Result Update - Strong performance-once again driven by UCP
69214 Nov 2014TATA MOTORS LTDQ2FY15 Result Update - JLR margin at 19.4%; Volume outlook strong
68714 Nov 2014BALKRISHNA INDUSTRIEQ2FY15 Result Update - Slow demand, price-cut impact earnings; Downgrade to Reduce
68614 Nov 2014JAMMU & KASHMIR BANKQ2FY15 Result Update - Multiples de-rating as return ratios become sub-optimal!
68514 Nov 2014BRITANNIA INDUSTRIESQ2FY15 Result Update - New launches and Margin boost ahead; BUY
68214 Nov 2014BHARAT HEAVY ELECTRIQ2FY15 Result Update - Another weak quarter!
68314 Nov 2014STATE BANK OF INDIAQ2FY15 Result Update - Asset quality showing positive signs; reiterate BUY
68114 Nov 2014SUN PHARMACEUTICAL IQ2FY15 Result Update - H2FY15 to be stronger
68014 Nov 2014STEEL AUTHORITY OF IQ2FY15 Result Update - Good show...Weak steel prices to halt the show
67914 Nov 2014CIPLA LTD.Q2FY15 Result Update - Q2 disappoints, Gearing up for strong H2FY15E
67813 Nov 2014AUROBINDO PHARMAEvent Update - Babystep in US OTC - Diversifying patent cliff uncertainty
67713 Nov 2014POWER GRID CORPORATIQ2FY15 Result Update - In Line Quarter!
67613 Nov 2014TATA STEEL LIMITEDQ2FY15 Result Update - India and Europe posts strong show; South East ops in weakness
67412 Nov 2014Sector Update - Automobiles2W - Scooters grow by 11%; Motorcycle volumes decline by 8.7%
67112 Nov 2014AMARA RAJA BATTERIESQ2FY15 Result Update - Strong traction in Revenues; Valuations factoring in the positives positives
67512 Nov 2014INFOSYS LIMITEDCompany Update - Focus on ‘Renew & New’ with ‘Design Thinking’ at core
67311 Nov 2014India Financials - NBFCsRegulatory overhang cleared; remain constructive on sector
67211 Nov 2014Sector Update - PharmaNexium, Valcyte: Ranbaxy's loss, Dr Reddy's gain
66911 Nov 2014APOLLO TYRESQ2FY15 Result Update - EBITDA in line; Huge capex of Rs42bn to impact cash flows
67011 Nov 2014KALPATARU POWER TRANQ2FY15 Result Update - Expecting pick up in ordering!
66811 Nov 2014GABRIEL INDIAQ2FY15 Result Update - Excellent quarter; CV cycle recovery to provide growth trigger
66711 Nov 2014SHREE CEMENT LTD.Q1FY15 Result Update - Meets expectation...Continues to be the best play in the sector
66511 Nov 2014SUN PHARMACEUTICAL ICompany Update - Q2FY15 Result Update: Taro surprised with headline margins
66611 Nov 2014TECH MAHINDRA LTDAnalyst Meet Update - Networked strategy for growth momentum
66010 Nov 2014BHARAT ELECTRONICSQ2FY15 Result Update - Strong execution and margins!
65910 Nov 2014COAL INDIA LIMITEDQ2FY15 Result Update - Earnings disappoint; hike in FSA prices, the key 'trigger'
66210 Nov 2014ENGINEERS INDIAQ2FY15 Result Update - Weak Performance, Muted Outlook!
66310 Nov 2014BHARAT FORGE LTD.Q2FY15 Result Update - Richer product mix and export revenues drive profitability
66410 Nov 2014MOTHERSON SUMI SYSQ2FY15 Result Update - EBITDA in line; Increased debt a near-term overhang
65808 Nov 2014LARSEN & TOUBROQ2FY15 Result Update - Muted Performance!
66107 Nov 2014Sector Update - Information TechnologyRear View JAS-14: X-Currency led misses, but outlook healthy
65707 Nov 2014CUMMINS INDIA LTDQ2FY15 Result Update - Expect some moderation in performance
65607 Nov 2014AUROBINDO PHARMAQ2FY15 Result Update - Q2FY15 result enhances growth confidence for FY16-17
65507 Nov 2014BANK OF BARODAQ2FY15 Result Update - Modest quarter; one off provisions dented earnings!
65407 Nov 2014POLARIS FINANCIAL TEQ2FY15 Result Update - First quarter after de-merger, expects anaemic growth
65307 Nov 2014MARICO LIMITEDQ2FY15 Result Update - Robust performance in challenging environment
65207 Nov 2014THE RAMCO CEMENTSQ2FY15 Result Update - Earnings in line; best play on Southern region
65107 Nov 2014ASHOK LEYLANDQ2FY15 Result Update - Richer product mix leads to robust profitability
65007 Nov 2014CADILA HEALTHCARE LTQ2FY15 Result Update - Q2FY15 in line; Margin sustainability remains a concern
64906 Nov 2014L.G.BALAKRISHNANQ2FY15 Result Update - Margin recovery in 2H, volume recovery delayed
64806 Nov 2014GLAXOSMITHKLINE CONSQ2FY15 Result Update - Margin recovery in 2H, volume recovery delayed
64705 Nov 2014COLGATE PALMOLIVE INQ2FY15 Result Update - “Sustains growth in declining market, Buy”
64605 Nov 2014Sector Update-Information TechnologyStrong result despite X-currency, Positive read-thru for Indian IT
64405 Nov 2014JINDAL STEEL & POWERQ2FY15 Result Update - Earnings disappoint; headwinds still to hit the earnings
64505 Nov 2014HEXAWARE TECHQ3CY14 Result Update - Strong quarter, momentum to sustain; Upgrade to ‘BUY’
64305 Nov 2014PIDILITE INDUSTRIESQ2FY15 Result Update - Margin recovery ahead; retain ‘Accumulate’
64205 Nov 2014India Financials - Private BanksSector Update - Margins scaling new high; fee growth remains key revenue driver
64105 Nov 2014THERMAX LTDQ2FY15 Result Update - Strong performance!
63903 Nov 2014KEC INTERNATIONAL LTQ2FY15 Result Update - Expect improved performance in H2FY15!
64003 Nov 2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
63731 Oct 2014IDFC LIMITEDQ2FY15 Result Update - Muted performance; Bank transition on right path!
63631 Oct 2014UNION BANK OF INDIAQ2FY15 Result Update - Muted quarter; guidance though remains unchanged!
63531 Oct 2014SUPRAJIT ENGINEERINGQ2FY15 Result Update - Results below estimates; Capacity expansion on track
63331 Oct 2014MAHINDRA & MAHINDRAQ2FY15 Result Update - Operating performance below estimates; Outlook muted
63431 Oct 2014ITC LIMITED EQUITYQ2FY15 Result Update - Sustains profit growth amidst multiple headwinds
63231 Oct 2014NMDC LIMITEDQ2FY15 Result Update - In-line with expectation; outlook turn weak on domestic prices
63131 Oct 2014GLENMARK PHARMACEUTIQ2FY15 Result Update - Result is in line; Management guidance robust
63031 Oct 2014CEAT LIMITED EQQ2FY15 Result Update - Results in line; higher capex to impact cash flows
62430 Oct 2014TITAN COMPANY LTD.Q2FY15 Result Update - Margins to rescue in a scenario of tepid demand
62230 Oct 2014MARUTI SUZUKI INDIAQ2FY15 Result Update - In line quarter; New launches to drive growth
62130 Oct 2014A C C LIMITED.Q3CY14 Result Update - Meets expectation; one of the top pick in sector
62630 Oct 2014YES BANK LTD.Q2FY15 Result Update - Margins surprises positively; Growth to remain strong
62930 Oct 2014JK LAKSHMI CEMENT LTQ2FY15 Result Update - Strong show; scope for returns still enormous
62830 Oct 2014AMBUJA CEMENTS LTDQ3CY14 Result Update - Muted show
62730 Oct 2014ICICI BANK LTD EQQ2FY15 Result Update - Results in-line; lumpy slippages affected asset quality
62530 Oct 2014JUBILANT LIFE SCIENCQ2FY15 Result Update - Performance continue to disappoint
62330 Oct 2014JUBILANT FOODWORKSQ2FY15 Result Update - Poor visibility on growth; downgrade to ’Reduce’
61729 Oct 2014SADBHAV ENGINEERINGManagement Meet Update - Gearing for a strong growth!
61929 Oct 2014ING VYSYA BANK LTDQ2FY15 Result Update - Steady quarter
62029 Oct 2014DR REDDY'S LABSQ2FY15 Result Update - Lag in US approvals impact growth; H2 holds better promise
61829 Oct 2014EMAMI LTDEmami - Low base, benign input costs power growth - Reduce
61528 Oct 2014LUPIN LTDQ2FY15 Result Update - Cymbalta, Niaspan slowed growth, H2 retains better prospect
61628 Oct 2014RANBAXY LABORATORIESQ2FY15 Result Update - Diovan is only star, Rest remains same
61328 Oct 2014ABB INDIA LIMITEDQ3CY14 Result Update - Valuations demanding!
61428 Oct 2014NESTLE INDIA LIMITEDQ3CY14 Result Update - Input cost to provide tail wind
61227 Oct 2014HINDUSTAN UNILEVERQ2FY15 Result Update - Levered for accelerated growth, Upgrade to ‘Accumulate’
60827 Oct 2014KSB PUMPS LTD.Q3CY14 Result Update - Weak margin performance
60527 Oct 2014WIPRO LTD.Q2FY15 Result Update - Cross currency & client issues eroded otherwise in-line quarter
60322 Oct 2014SHRIRAM TRANSPORT FIQ2FY15 Result Update - Gradual improvement not translating in ROAs!
60222 Oct 2014PUNJAB NAT.BANKQ2FY15 Result Update - Performance issues resurface
60622 Oct 2014KOTAK MAHINDRA BANKQ2FY15 Result Update - Healthy performance, but limited upside
60722 Oct 2014MAHINDRA & MAHINDRAQ2FY15 Result Update - Sanity in performance but environment remains volatile
60422 Oct 2014ASIAN PAINTS LTDQ2FY15 Result Update - Strong tailwinds of demand recovery and benign input costs
61021 Oct 2014Sector Update - PharmaFormulations enter high growth orbit: IPM 18.8% in Sept’14
60121 Oct 2014JSW STEEL LTDQ2FY15 Result Update - Waning benefit of cheap domestic ore getting visible
60021 Oct 2014H D F C BANKQ2FY15 Result Update - Good show on performance!
59921 Oct 2014KPIT TECHNOLOGIESQ2FY15 Result Update - Strong beat, Visible signs of turnaround; Retain ‘BUY’
59821 Oct 2014INDOCO REMEDIES LTDQ2FY15 Result Update - EBITDA surprise: Arrives at 21% margin before expectation
59721 Oct 2014EXIDE INDUSTRIES LTDQ2FY15 Result Update - Results below estimates; Management commentary positive
59621 Oct 2014HINDUSTAN ZINCQ2FY15 Result Update - Strong show, H2 to be stronger than H1
59220 Oct 2014LIC HOUSING FINANCEQ2FY15 Result Update - Sustenance in growth momentum important now!
59120 Oct 2014AXIS BANK LTDQ2FY15 Result Update - Displays strong execution; Maintain BUY
59020 Oct 2014ULTRATECH CEMENT LTDQ2FY15 Result Update - Beats expectation; overseas acquisitions, an impending worry
58920 Oct 2014PERSISTENT SYSTEMSQ2FY15 Result Update - Missed expectation, could trigger earnings downgrade
60920 Oct 2014Sector Update - Automobiles2W - Scooters grow at 38.0%; Motorcycle volumes grow at 19.4%
59520 Oct 2014GEOMETRIC LIMITEDQ2FY15 Result Update - Weak Q2, Momentum to pick up in H2FY15
59420 Oct 2014WABCO INDIA LTD.Q2FY15 Result Update - OEM revenues grew by 50%; Margins likely to improve
58717 Oct 2014HERO MOTOCORP LTD.Q2FY15 Result Update - EBITDA below estimates; Volume outlook encouraging
58817 Oct 2014HCL TECHNOLOGYCompany Update - Moderating growth + Eroding levers = Limited Upside
58617 Oct 2014INDOCO REMEDIES LTDCompany Report - Possibilities become reality in US ophthalmic
58517 Oct 2014HCL TECHNOLOGYQ1FY15 Result Update - First Cut: Revenue growth moderation persists, Expect downtick
58417 Oct 2014FEDERAL BANK LTD.Q2FY15 Result Update - Clear focus but execution the key!
58316 Oct 2014CROMPTON GREAVESQ2FY15 Result Update - Improving outlook, expect gradual improvement in performance!
58116 Oct 2014TATA CONSULTANCY SERQ2FY15 Result Update - Soft quarter, Seasonality to impact H2FY15
58016 Oct 2014BAJAJ AUTO LIMITEDQ2FY15 Result Update - Margins disappoint despite healthy product mix
57916 Oct 2014TATA STEEL LIMITEDEvent Update - Sale of Long products Europe- a right move
59316 Oct 2014CMC LIMITED EQUITYQ2FY15 Result Update - Revenue missed, margin ahead; Amalgamation with TCS
57815 Oct 2014MINDTREE LIMITEDQ2FY15 Result Update - Missed expectation, near term weakness; Retain ‘Accumulate’
57715 Oct 2014NIIT TECHNOLOGIES LTQ2FY15 Result Update - Momentum to accelerate in CY15
57614 Oct 2014Sector Update - Information TechnologyStrong YTD: IMS hurt due to cloud, SMAC push to ADM+BPO
57514 Oct 2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals improve 4-5%
57414 Oct 2014INDUSIND BANKQ2FY15 Result Update - Remains on right track but CV recovery optimism priced in!
57310 Oct 2014INFOSYS LIMITEDCompany Update - Focus on ‘New’ & ‘Renew’ to drive momentum; Retain “BUY”
57110 Oct 2014INFOSYS LIMITEDQ2FY15 Result Update - First Cut: In-line revenue, margin strong; Expect uptick
57209 Oct 2014Jul - Sep'14 Earnings PreviewLocal execution, Global events the key, Back to basics…Risk v/s Reward
57009 Oct 2014LARSEN & TOUBROCompany Update - Strong order flow momentum
56907 Oct 2014INFOSYS LIMITEDCompany Update - A cursory look at “Design Thinking”
56801 Oct 2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
54528 Sep 2014Sector Update-PharmaUpdate: Key P-IV filings and US court cases
56626 Sep 2014BHARAT ELECTRONICSAnalyst Meet Update - Sales CAGR @ 10% in the next five years
56726 Sep 2014Sector Update - Information TechnologySector Update - FPP v/s T&M: A qualitative assessment of two billing model
56525 Sep 2014INDUSIND BANKManagement Meet Update - Set for the long run but pricey in the short run!
56423 Sep 2014PERSISTENT SYSTEMSCompany Update - Momentum to accelerate - Rich valuation restrict upside
56319 Sep 2014Sector Update - Metals & MiningIndian steel sector’s competitiveness on iron ore badly hit
56219 Sep 2014EMAMI LTDCompany Report - Redefining growth horizons
56118 Sep 2014KPIT TECHNOLOGIESCompany Update - Autonomous roadmap for growth, Retain “BUY”
56018 Sep 2014COLGATE PALMOLIVE INCompany Update - The juggernaut rolls on!
55717 Sep 2014JAMMU & KASHMIR BANKEvent Update - Will ‘Weather’ near term headwinds in asset quality!
55917 Sep 2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals decline 2-3%
55816 Sep 2014Sector Update - AutomobilesSector Update - 2W - Scooters grow at 30.4%; Motorcycle volumes grow at 14.4%
55615 Sep 2014RAIN INDUSTRIES LTD.Road Show Update - Good play on revival in Aluminium, backed by attractive valuations
55412 Sep 2014Sector Update-PharmaSector Update - Uptrend in IPM growth continues with 8.4% growth in August 2014
55512 Sep 2014India Strategy & Top IdeasLow crude and commodity prices – Good for India
55311 Sep 2014DR REDDY'S LABSEvent Update - Opportunity to improve hospital Rx share in Fondaparinux
55211 Sep 2014GUJARAT STATE FERTILAnalyst Meet Update - Worst over; gradual improvement likely - valuations to catch up
55108 Sep 2014TATA CONSULTANCY SERAnalyst Meet Update - Q2FY15 highlight - Convergent growth and Japan contribution
54905 Sep 2014TATA CHEMICALSManagement Meet Update - Re-rating to continue
55005 Sep 2014SADBHAV ENGINEERINGCompany Report - On Road to better times!!!
54804 Sep 2014CIPLA LTD.Asthma portfolio poised to play in large EU markets
54702 Sep 2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
54601 Sep 2014ASHOKA BUILDCON LTDWell funded for good times!!!
53926 Aug 2014COLGATE PALMOLIVE INCompany Update - Worst seems over, strong tailwinds ahead
54425 Aug 2014Sector Update-Metals & MiningBig blow for the sector and economy
54325 Aug 2014TATA MOTORS LTDCompany Update - Zest - Best car till date; loaded with features, driving comfort
54222 Aug 2014Sector Update-PharmaVolume gain in NLEM drugs drives 7.2% IPM growth in July 2014
54122 Aug 2014CUMMINS INDIA LTDVisit Update - LHP exports to be the key driver
54021 Aug 2014Sector Update-CementPrices stand well despite hit by lean monsoon season
53818 Aug 2014India Strategy & Top IdeasFeel good factor good - When will this lead to corporate performance?
52814 Aug 2014SUN PHARMACEUTICAL IQ1FY15 Result Update - Set to grow on Taro price rise in FY15E
52714 Aug 2014TATA STEEL LIMITEDQ1FY15 Result Update - Weak domestic operations result in miss on earnings
53614 Aug 2014CIPLA LTD.Q1FY15 Result Update - Results in line; Guidance indicates strong H2FY15
53514 Aug 2014BRITANNIA INDUSTRIESQ1FY15 Result Update - Unleashing the growth potential!
53414 Aug 2014VOLTAS LIMITEDQ1FY15 Result Update - Strong performance!
53314 Aug 2014JAMMU & KASHMIR BANKQ1FY15 Result Update - Asset quality risks recognized upfront
53214 Aug 2014Sector Update-Automobiles2W - Scooters grow at 28.9%; Motorcycle volumes grow at 9.0%
52613 Aug 2014SIEMENS LTDQ3FY14 Result Update - Provisions continue to haunt margins
52513 Aug 2014ENGINEERS INDIAQ1FY15 Result Update - Weak margin performance
53113 Aug 2014Sector Update-AutomobilesCV Goods Segment - Truck Rentals flat in July’14
53712 Aug 2014COAL INDIA LIMITEDQ1FY15 Result Update - Policy initiatives yet to play out…stands out to be a key play
53012 Aug 2014Sector Update-FertilisersSector Update - July’14 - Complex fert. sales up 16% YoY ; Urea down 14% YoY
52312 Aug 2014BHARAT HEAVY ELECTRIQ1FY15 Result Update - Another weak quarter
52212 Aug 2014MOTHERSON SUMI SYSQ1FY15 Result Update - Results below estimates; SMRPBV’s financials disclosure by Sept
52112 Aug 2014LARSEN & TOUBROFocus on risk management
52012 Aug 2014NMDC LIMITEDQ1FY15 Result Update - Beats estimates; outlook remains strong
51912 Aug 2014STEEL AUTHORITY OF IQ1FY15 Result Update - Weak show continues
51811 Aug 2014TATA MOTORS LTDQ1FY15 Result Update - JLR margin at 20%; Upgrade earnings by ~10%
51711 Aug 2014GUJARAT STATE FERTILQ1FY15 Result Update - Decent quarter; valuations remain attractive
51608 Aug 2014STATE BANK OF INDIAQ1FY15 Result Update - Efforts visible but reflection to be gradual in return ratios
51508 Aug 2014SUN TV NETWORK LTD.Q1FY15 Result Update - Operationally in-line; Phase-III/IV remains the next trigger
51408 Aug 2014CHAMBAL FERTILISERSQ1FY15 Result Update - Good quarter; valuations remain attractive
51208 Aug 2014MAHINDRA & MAHINDRAQ1FY15 Result Update - Automotive segment performance commendable
52908 Aug 2014Sector Update-Information TechnologyRear View AMJ-14: Steady ramp-ups and deal closures
51308 Aug 2014AUROBINDO PHARMAQ1FY15 Result Update - New products to drive growth in after-Cymbalta life
51107 Aug 2014NESTLE INDIA LIMITEDQ2CY14 Result Update - Growth visibility remains poor
50807 Aug 2014GLAXOSMITHKLINE CONSQ1FY15 Result Update - Hit by lower volume growth and high input cost
50907 Aug 2014JINDAL STEEL & POWERQ1FY15 Result Update - Strong show across the fronts…best yet to come
51007 Aug 2014JUBILANT FOODWORKSQ1FY15 Result Update - Near-term pain, long-term gain
50706 Aug 2014AMARA RAJA BATTERIESQ1FY15 Result Update - Results above estimates; Telecom to provide growth impetus
50606 Aug 2014APOLLO TYRESQ1FY15 Result Update - Results below estimate; Huge capex to lead to -ve free cash
50506 Aug 2014Sector Update-Information TechnologyGuidance cut – Company and client-specific issue
50106 Aug 2014CROMPTON GREAVESQ1FY15 Result Update - In line performance, improving outlook!
50006 Aug 2014TATA CHEMICALSQ1FY15 Result Update - Upgrade to BUY; clarity on restructuring to lead to re-rating
50206 Aug 2014POWER GRID CORPORATIQ1FY15 Result Update - Strong growth in capitalization
50306 Aug 2014HEXAWARE TECHCompany Update - Margin troughed, Sales uptick likely; Upgrade to ‘Accumulate’
50406 Aug 2014JUBILANT LIFE SCIENCQ1FY15 Result Update - Strong Let down in Q1FY15, weak guidance led to downgrade
49905 Aug 2014KALPATARU POWER TRANQ1FY15 Result Update - Weak inflow an aberration
49805 Aug 2014BALKRISHNA INDUSTRIEQ1FY15 Result Update - Results below expectation; Upside seems capped
49705 Aug 2014HERO MOTOCORP LTD.Q1FY15 Result Update - Results below estimates; Volume outlook strong
49605 Aug 2014MOTHERSON SUMI SYSCompany Update - Annual Report Analysis – New capacities to fuel growth
49504 Aug 2014MARICO LIMITEDQ1FY15 Result Update - Sustained volumes show pricing power
49304 Aug 2014CUMMINS INDIA LTDQ1FY15 Result Update - Guidance revised upwards!
49404 Aug 2014BHARAT ELECTRONICSQ1FY15 Result Update - Healthy execution
49204 Aug 2014UNION BANK OF INDIAQ1FY15 Result Update - Reasonable performance
49101 Aug 2014JSW STEEL LTDQ1FY15 Result Update - Waning benefit of domestic ore set to hit the earnings hard
49001 Aug 2014TITAN COMPANY LTD.Q1FY14 Result Update - Regulatory hurdles reduce glitter
48901 Aug 2014DEEPAK FERTILIZERSQ1FY15 Result Update - Quarter helped by higher trading; gas issue remains an overhang
48801 Aug 2014ICICI BANK LTD EQQ1FY15 Result Update - Core PPOP recovery will be gradual
48731 Jul 2014ECLERX SERVICES LTDQ1FY15 Result Update - Earnings growth continues to be anaemic, Retain ‘REDUCE’
48631 Jul 2014TECH MAHINDRA LTDQ1FY15 Result Update - Onsite ramp-up: A growth in waiting, Retain “BUY”
48531 Jul 2014HCL TECHNOLOGYCompany Update - Growth moderation and Margin headwinds to restrict upside
48431 Jul 2014PIDILITE INDUSTRIESQ1FY15 Result Update - Remains a compelling play on economic recovery
48331 Jul 2014DHANUKA AGRITECH LTDQ1FY15 Result Update - Topline growth disappoints due to delay in monsoons
48131 Jul 2014LUPIN LTDQ1FY15 Result Update - Limited competition drugs, India drive sales growth, margin
48031 Jul 2014HCL TECHNOLOGYQ4FY14 Result Update - Soft operational performance, but earnings upgrade likely
47931 Jul 2014IDFC LIMITEDQ1FY15 Result Update - Quiet core performance, now a lot dependant on RBI clarity
47831 Jul 2014DR REDDY'S LABSQ1FY15 Result Update - Strong sales in key markets drive growth, margin
48231 Jul 2014MARUTI SUZUKI INDIAQ1FY15 Result Update - In line quarter; Management commentary positive
47730 Jul 2014BANK OF INDIAQ1FY15 Result Update - Questions remain on asset quality
47630 Jul 2014MPHASIS LTDQ1FY15 Result Update - Weakness persists, limited upside
47530 Jul 2014BHARAT FORGE LTD.Q1FY15 Result Update - Richer product mix and export revenues drive profitability
47430 Jul 2014PI INDUSTRIES LTD.Q1FY15 Result Update - Unique business model will continue to drive growth
47330 Jul 2014UPL LTD.Q1FY15 Result Update - Balance sheet improvement continues; retain ‘BUY’
47230 Jul 2014RANBAXY LABORATORIESQ1FY15 Result Update - Diovan to drive headline growth, margin
47130 Jul 2014INFOSYS LIMITEDCompany Update - How Mr. Murthy transformed Infosys aptly for Dr. Sikka?
47030 Jul 2014JK LAKSHMI CEMENT LTQ1FY15 Result Update - Well set to deliver
46930 Jul 2014ITC LIMITED EQUITYQ1FY15 Result Update - Cigarette profit growth hard to sustain!
46829 Jul 2014ASHOK LEYLANDQ1FY15 Result Update - Richer product mix leads to better-than-expected results
46729 Jul 2014LARSEN & TOUBROQ1FY15 Result Update - Guidance maintained
46629 Jul 2014BANK OF BARODAQ1FY15 Result Update - Stable performer!
46428 Jul 2014PUNJAB NAT.BANKQ1FY15 Result Update - Some performance sanity in the quarter
46328 Jul 2014PERSISTENT SYSTEMSQ1FY15 Result Update - Soft performance, Margin headwinds limit near term upside
46528 Jul 2014HINDUSTAN UNILEVERQ1FY15 Result Update - Strategic compass delivers growth, outlook bright
45925 Jul 2014KSB PUMPS LTD.Q2CY14 Result Update - Operating performance in line
46225 Jul 2014SHRIRAM TRANSPORT FIQ1FY15 Result Update - Hopes pinned down to growth now!
46125 Jul 2014GLENMARK PHARMACEUTIQ1FY15 Result Update - US led tepid quarter but new drugs to drive H2FY15E
46025 Jul 2014COLGATE PALMOLIVE INQ1FY15 Result Update - Strong growth outlook despite slack volumes
45824 Jul 2014AMBUJA CEMENT RAJASQ2CY14 Result Update - Remains the most unattractive stock in the lot
45724 Jul 2014A C C LIMITED.Q2CY14 Result Update - Earnings mildly below expectation; outlook remains strong
45624 Jul 2014WIPRO LTD.Q1FY15 Result Update - Tracking the year as per expectation, Retain ‘BUY’
45424 Jul 2014YES BANK LTD.Q1FY15 Result Update - Stable quarter; But now getting serious
45324 Jul 2014GEOMETRIC LIMITEDQ1FY15 Result Update - Improving business fundamental
45524 Jul 2014COROMANDEL INTERNATQ1FY15 Result Update - Disappointing quarter
44623 Jul 2014ASIAN PAINTS LTDQ1FY15 Result Update - Picture perfect but for valuations!
44523 Jul 2014AXIS BANK LTDReasonable performance; valuations still favourable
45223 Jul 2014ABB INDIA LIMITEDQ2CY14 Result Update - Valuations demanding!!!
45123 Jul 2014POLARIS FINANCIAL TEQ1FY15 Result Update - Portfolio rationalization to restrict upside, Retain ‘Accumulate’
45023 Jul 2014ING VYSYA BANK LTDQ1FY14 Result Update - Soft quarter; but asset quality pain behind
44923 Jul 2014CEAT LIMITED EQCEAT - Results below estimates; higher capex to impact cash flows - Downgrade to Reduce
44823 Jul 2014EXIDE INDUSTRIES LTDQ1FY15 Result Update - Robust growth in industrial segment leads to top-line beat
44723 Jul 2014AUROBINDO PHARMACompany Update - Shortages in injectables to reduce shortfall in Cymbalta in FY15
44422 Jul 2014DISH TV INDIA LTDQ1FY15 Result Update - Good quarter; improving metrics to lead to re-rating
44322 Jul 2014KPIT TECHNOLOGIESQ1FY15 Result Update - Earnings troughed, improving operating metrics, Retain “BUY”
44222 Jul 2014HEXAWARE TECHQ2CY14 Result Update - Margin headwinds to drag earnings; Retain ‘REDUCE’
44122 Jul 2014ASIAN PAINTS LTDQ1FY15 Result Update - Picture perfect but for valuations!
44022 Jul 2014H D F CQ1FY15 Result Update - Stable quarter but Risk-reward not as attractive
43922 Jul 2014WABCO INDIA LTD.Q1FY15 Result Update - Higher OEM revenues lead to top-line beat
43621 Jul 2014ULTRATECH CEMENT LTDQ1FY15 Result Update - One of the best candidates to play the strength in sector
43121 Jul 2014Sector Update - PharmaDomestic Pharma: Volume drives 10% growth in June 2014
43821 Jul 2014H D F C BANKQ1FY15 Result Update - Mixed bag but premium valuations to sustain
43721 Jul 2014HINDUSTAN ZINCQ1FY15 Result Update - Still lot of juice left
43519 Jul 2014ZEE ENTERTAINMENT ENQ1FY15 Result Update - Decent quarter; near-term outlook weak
43418 Jul 2014RALLIS INDIA LIMITEDQ1FY15 Result Update - Margins disappoint; Q2 remains the key
43318 Jul 2014BAJAJ AUTO LIMITEDQ1FY15 Result Update - Lower three-wheeler export impacts profitability
43018 Jul 2014WIPRO LTD.Event Update - ATCO deal – Strengthening Utility vertical
42918 Jul 2014FEDERAL BANK LTD.Q1FY15 Result Update - Entering in a growth phase
42817 Jul 2014SOUTH INDIAN BANK LTQ1FY15 Result Update - Profitability under pressure
42717 Jul 2014TATA CONSULTANCY SERQ1FY15 Result Update - The juggernaut continues, Retain “BUY”
42617 Jul 2014MINDTREE LIMITEDQ1FY15 Result Update - Another strong beat, Momentum to sustain - but in the price
42517 Jul 2014CMC LIMITED EQUITYQ1FY15 Result Update - Weak quarter, Downgrade to ‘Reduce’ on valuation concerns
42416 Jul 2014KOTAK MAHINDRA BANKQ1FY15 Result Update - Rich valuations still exceeding fundamentals
42316 Jul 2014CUMMINS INDIA LTDAnnual Report Analysis - Building capacities, increasing exports baskets!
42215 Jul 2014Sector Update - PharmaDMF: Dr Reddy’s, Cipla only exceptions in otherwise tepid filing
42015 Jul 2014Sector Update - Automobiles2W - Scooters grow at 25.2%; Motorcycle volumes grow at 9.6%
41914 Jul 2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals gain 2-3%
42114 Jul 2014Sector Update - FertilisersJun’14 - Complex fert. sales down 8% YoY due to delayed monsoon
41711 Jul 2014INFOSYS LIMITEDQ1FY15 Result Update - First Cut: Revenue soft, margin in-line after adjustment
41810 Jul 2014Union Budget 2014-15Setting up for long-term growth
41610 Jul 2014ITC LIMITED EQUITYCompany Update - Is steep excise increase a new normal?
41509 Jul 2014INDUSIND BANKQ1FY14 Result Update - Resilient performance - Banking on “Stage -3” cycle of growth
41409 Jul 2014THERMAX LTDCompany Update - Annual Report Analysis – Focus on service & international business
41308 Jul 2014Apr - Jun'14 Earnings PreviewAll eyes on Union Budget 2015; is it going to be prudent or populist?
41203 Jul 2014VOLTAS LIMITEDVisit Update - Muted near-term outlook!
41102 Jul 2014HINDUSTAN UNILEVERCompany Update - Near-term headwinds, long-term tailwinds
41030 Jun 2014WABCO INDIA LTD.Company Update - Annual Report Analysis – Op. Cash Flow increases by 58% YoY
40927 Jun 2014KPIT TECHNOLOGIESCompany Update - Earnings momentum to get stronger, Upgrade to “BUY”
40825 Jun 2014PERSISTENT SYSTEMSCompany Update - A slow start to the year – Rich valuation to restrict upside
40725 Jun 2014DISH TV INDIA LTDCompany Report - Good times ahead - Phase-III/IV; improving B/S; FCFF generation
40625 Jun 2014HINDUSTAN UNILEVERVisit Update - Demand remains elusive; premiumisation drive continues
40524 Jun 2014Sector Update - CementSector Update - In the early phase of a strong revival
40424 Jun 2014LARSEN & TOUBROEvent Update - Canada Pension fund to invest in IDPL
40324 Jun 2014MPHASIS LTDVisit Update - Weak quarter but an improved deal win & pipeline
40220 Jun 2014SUN TV NETWORK LTD.Company Report - Dominant South player; to benefit from huge digitization potential
40019 Jun 2014COAL INDIA LIMITEDMoEF modifies the norms to increase the coal production
40119 Jun 2014BAJAJ AUTO LIMITEDCompany Update - Annual Report Analysis – CF from operations increase by 66%
39917 Jun 2014Sector Update - PharmaPara-IV filings, Cases: Lupin's negative surprise in Truvada
39816 Jun 2014Sector Update - AutomobilesCV Goods Segment - Truck Rentals recover 4-5%
39713 Jun 2014TATA CONSULTANCY SERAnalyst Meet Update – Momentum to get stronger, Upgrade to “BUY”
39412 Jun 2014INFOSYS LIMITEDCompany Update – Dr. Sikka’s appointment – Our take on some concerns
39312 Jun 2014STEEL AUTHORITY OF IManagement Meet Update - Far from actual delivery
39212 Jun 2014INFOSYS LIMITEDCompany Update – Mr. Vishal Sikka appointed CEO, Mr. NRN to become Emeritus
39611 Jun 2014Sector Update - Automobiles2W - Scooters grow at 34.5%; Motorcycle volumes grow at 11.7%
39511 Jun 2014Sector Update - FertilisersMay’14 - Complex fertilisers sales increase 107% YoY on lower base
39110 Jun 2014India Strategy & Top IdeasHigh expectations, feel good factor and confidence levels back
39010 Jun 2014Sector Update - PharmaAll-round growth drives up IPM growth to 8.1%
38910 Jun 2014MINDTREE LIMITEDAnalyst Meet Update - Sharpened focus on growth, but rich valuation
38804 Jun 2014VOLTAS LIMITEDQ4FY14 Result Update - Strong show in UCP segment continues
38704 Jun 2014KEC INTERNATIONAL LTManagement Meet Update - Margins to see steady improvement
38403 Jun 2014AUROBINDO PHARMAQ4FY14 Result Update - Cymbalta continues to lead outperformance
38302 Jun 2014TATA CHEMICALSQ4FY14 Result Update - Disappointing quarter; in transition mode...
38202 Jun 2014Earnings GuideKey Information with respect to the profitability and valuations of 105 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
38102 Jun 2014AXIS BANK LTDCompany Update - Annual Report Analysis – More granular & Less Risky!
38602 Jun 2014Sector Update - CementSector Report - At the cusp of strong and sustainable recovery
38002 Jun 2014COAL INDIA LIMITEDAnalyst Meet Update - Timely land acquisition and R&R, the sole drivers of growth
37902 Jun 2014INFOSYS LIMITEDCompany Update - Ex-SAP executive Sikka to be the new CEO – Media reports
37802 Jun 2014LARSEN & TOUBROQ4FY14 Result Update - Strong guidance, Upbeat outlook
37731 May 2014POWER GRID CORPORATIONQ4FY14 Result Update - A Steady Quarter
37631 May 2014MAHINDRA & MAHINDRAQ4FY14 Result Update - Results in line; Tractor segment performance commendable
37430 May 2014SUN PHARMACEUTICAL IQ4FY14 Result Update - Surprise elements missing in Q4FY14
37330 May 2014CROMPTON GREAVESQ4FY14 Result Update - International operations taking time to stabilise
37230 May 2014CIPLA LTD.Q4FY14 Result Update - Management expects revival in H2FY15
37130 May 2014TATA MOTORS LTDQ4FY14 Result Update - Capacity constraint at JLR in near-term; demand outlook strong
37030 May 2014BHARAT HEAVY ELECTRIQ4FY14 Result Update - Another weak quarter
36829 May 2014PIDILITE INDUSTRIESQ4FY14 Result Update - Long-term outlook intact; 4-7% EPS cut on higher VAM prices
36729 May 2014HERO MOTOCORP LTD.Q4FY14 Result Update - Results above estimates; management commentary positive
36929 May 2014COAL INDIA LIMITEDQ4FY14 Result Update - Innovative reforms ahead…will drive the growth above trend
36629 May 2014JSW STEEL LTDQ4FY14 Result Update - Moving back to low RoE and high leverage investment spree
36529 May 2014INFOSYS LIMITEDEvent Update - BG exits as the race to CEO nears finale
36328 May 2014THERMAX LTDQ4FY14 Result Update - Stable performance in difficult environment
36128 May 2014SUN PHARMACEUTICAL IEvent Update - Taro Q4FY14: Negative surprises allthrough
36027 May 2014JUBILANT LIFE SCIENCQ4FY14 Result Update - Revival in PPES shows positive trend
35927 May 2014BHARAT FORGE LTD.Q4FY14 Result Update - Commendable performance in a tough environment
35827 May 2014MOTHERSON SUMI SYSEvent Update - Acquisition of Wiring Division of Stoneridge – A strategic fit
35727 May 2014BRITANNIA INDUSTRIESQ4FY14 Result Update - Volumes impacted by slowdown; Margin expands
35426 May 2014ENGINEERS INDIAQ4FY14 Result Update - Weak margin, outlook on inflow encouraging
35626 May 2014ASHOK LEYLANDQ4FY14 Result Update - Valuations ahead of fundamentals
35323 May 2014STATE BANK OF INDIAQ4FY14 Result Update - Solid all round performance!
35223 May 2014ITC LIMITED EQUITYQ4FY14 Result Update - In line performance, Cigarettes Volumes key going ahead
35123 May 2014COLGATE PALMOLIVE INQ4FY14 Result Update - Competition to keep margins under check
35023 May 2014CUMMINS INDIA LTDQ4FY14 Result Update - Strong ramp-up in LHP exports
34823 May 2014Sector Update-Information TechnologyAttrition: HR faux-pas or Stumbling growth?
34923 May 2014Sector Update-PharmaNew P-IVs, DMFs get dipper in patent pool
34722 May 2014PI INDUSTRIES LTD.Q4FY14 Result Update - Unique business model to drive growth
34622 May 2014MOTHERSON SUMI SYSQ4FY14 Result Update - Strong performance by SMR; New orders enthuse confidence
34521 May 2014ZEE ENTERTAINMENT ENQ4FY14 Result Update - Good quarter; near-term outlook weak
34421 May 2014DHANUKA AGRITECH LTDQ4FY14 Result Update - Decent quarter; growth momentum likely to continue
34321 May 2014WABCO INDIA LTD.Q4FY14 Result Update - Higher export revenue drags profitability
34221 May 2014Sector Update-India FinancialsModified expectations - Playing for the long haul now!
34120 May 2014ECLERX SERVICES LTDQ4FY14 Result Update -Revenue outlook weak, margin headwinds – Retain “REDUCE”
34020 May 2014BALKRISHNA INDUSTRIEQ4FY14 Result Update - Results above estimates; outlook encouraging
33519 May 2014CADILA HEALTHCARE LTQ4FY14 Result Update - Strong AG sales meets sales growth, spoils margin
33719 May 2014Modi Sarkar - Where to investMarkets on a roll – Irrational price rise seen, stay with quality
33919 May 2014Sector Update - Capital GoodsWinds of change!!!
33819 May 2014Sector Update-FertilisersApr’14 – Complex fertilisers sales increase 103% YoY on lower base
33619 May 2014JUBILANT FOODWORKSQ4FY14 Result Update - Worst might be over, geared to play recovery
33216 May 2014BANK OF INDIAQ4FY14 Result Update - Perplexed on many asset quality issues; Reco UNDER REVIEW
33416 May 2014Sector Update-Metals & MineralsCourt order to hit half of Odisha’s iron ore production
33316 May 2014India StrategyEvent Update - Thumping victory to NDA, markets on a roll
33115 May 2014BAJAJ AUTO LIMITEDQ4FY14 Result Update - Appreciating rupee to hurt profitability
33015 May 2014DEEPAK FERTILIZERSQ4FY14 Result Update - Superb quarter
32915 May 2014MPHASIS LTDQ2FY14 Result Update - Heading for stability, growth to follow – Retain ‘Accumulate’
32815 May 2014APOLLO TYRESQ4FY14 Result Update - Results above est; Downgrade to ‘Accumulate’ on fair valuations
32715 May 2014JINDAL STEEL & POWERAnalyst Meet Update - Banking on quality of operations and judicious capital allocation
32615 May 2014TATA STEEL LIMITEDQ4FY14 Result Update - European operations disappoint
32514 May 2014TECH MAHINDRA LTDQ4FY14 Result Update - Revenue Momentum + Margin Lever = ‘BUY’
32414 May 2014GUJARAT STATE FERTILQ4FY14 Result Update - In-line performance; valuations remain attractive
32114 May 2014DR REDDY'S LABSQ4FY14 Result Update - Quality of portfolio to sustain short term headwind
32014 May 2014BANK OF BARODAQ4FY14 Result Update - Superior asset quality but some of it in the price!
31513 May 2014NIIT TECHNOLOGIES LTAnalyst Meet Update - Restructured for growth
31913 May 2014PUNJAB NAT.BANKQ4FY14 Result Update - Big miss on asset quality yet again!
31813 May 2014NESTLE INDIA LIMITEDQ1CY14 Result Update - Recovery not in sight in the near term!
31713 May 2014COROMANDEL INTERNATQ4FY14 Result Update - Reasonable valuations leave limited scope for re-rating
32313 May 2014India Strategy & Top IdeasMomentum with NDA; decisive mandate likely
32213 May 2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals decline by 4%
31412 May 2014CHAMBAL FERTILISERSQ4FY14 Result Update - Valuations attractive but no near-term trigger
31312 May 2014RANBAXY LABORATORIESQ4FY14 Result Update - ERRATA: Ranbaxy valuation shift to merger ratio
31212 May 2014GLENMARK PHARMACEUTIQ4FY14 Result Update - Few approvals, provisions impact income
31112 May 2014RANBAXY LABORATORIESQ4FY14 Result Update - Worst is yet to be over
31612 May 2014Sector Update-AutomobilesSector Update - 2W - Scooters grow at 26.1%; Motorcycle volumes grow at 8.1%
31009 May 2014Sector Update-Information TechnologySector Update - Rear View JFM-14: Improved deal closures and pipeline
30909 May 2014NIIT TECHNOLOGIES LTQ4FY14 Result Update - Order book stronger, Margin bottomed – Retain “BUY”
30608 May 2014LUPIN LTDQ4FY14 Result Update - US generics, low RM costs lead to margin surprise
30708 May 2014UNION BANK OF INDIAQ4FY14 Result Update - Weak core performance but some positives at the margin!
30807 May 2014Sector Update-Information TechnologyGuidance retained – Discretionary, Hiring: Few silver lines
25607 May 2014Earnings Guide Key Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
25507 May 2014Sector Update-Private BanksLiving upto expectations !
30406 May 2014ABB INDIA LIMITEDQ1CY14 Result Update - Valuations demanding!!!
30506 May 2014H D F C BANKQ4FY14 Result Update - Stable quarter but Risk-reward not as attractive
30305 May 2014KEC INTERNATIONAL LTQ4FY14 Result Update -Margin improvement on track
30230 Apr 2014KOTAK MAHINDRA BANKQ4FY14 Result Update - Nothing much to complain except for valuations!
30130 Apr 2014JINDAL STEEL & POWERQ4FY14 Result Update - Massive expansion comes on stream
30030 Apr 2014MARICO LIMITEDQ4FY14 Result Update - Double of high cost and slow demand at play
29930 Apr 2014FEDERAL BANK LTD.Q4FY14 Result Update - B/S well positioned now; Risk-reward attractive, BUY
29830 Apr 2014POLARIS FINANCIAL TEQ4FY14 Result Update -Soft quarter, steady improvement expected in FY15
29729 Apr 2014SHRIRAM TRANSPORT FIQ4FY14 Result Update - Expect only a gradual recovery!
29629 Apr 2014GEOMETRIC LIMITEDQ4FY14 Result Update - In-line operational performance, another quarter with one-offs
29429 Apr 2014HEXAWARE TECHQ1CY14 Result Update - Missed expectation, Headwinds to persist; Retain ‘REDICE’
29529 Apr 2014EXIDE INDUSTRIES LTDQ4FY14 Result Update - Strong revenue leads to profit beat
29329 Apr 2014SIEMENS LTDQ2FY14 Result Update - Focusing on cost control
29229 Apr 2014KPIT TECHNOLOGIESQ4FY14 Result Update - Beaten expectation, FY15 Guidance ambitious
29128 Apr 2014HINDUSTAN UNILEVERQ4FY14 Result Update - Long term outlook bright; valuations expensive
29028 Apr 2014SHREE CEMENT LTD.Q3FY14 Result Update - Scope yet for valuations to re-rate from hereon
28928 Apr 2014IDFC LIMITEDQ4FY14 Result Update - Core remains weak; Lack of clarity on banking strategy surprises!
28725 Apr 2014UPL LTD.Q4FY14 Result Update - Good quarter; debt reduction on track
28825 Apr 2014ICICI BANK LTD EQQ4FY14 Result Update - Positive guidance but some of it in the price!
28625 Apr 2014AXIS BANK LTDQ4FY14 Result Update - Strong performance; Valuations still reasonable; BUY
28525 Apr 2014CUMMINS INDIA LTDCompany Update - Channel check - Genset market
28425 Apr 2014MARUTI SUZUKI INDIAQ4FY14 Result Update - Performance marred by one-offs; Recovery ahead
28325 Apr 2014ULTRATECH CEMENT LTDQ4FY14 Result Update - Valuations fairly capture the strong operational quality
28225 Apr 2014A C C LIMITED.Q1CY14 Result Update - Earnings muted; attractively placed on valuations
28125 Apr 2014AMBUJA CEMENTS LTDQ1CY14 Result Update - The least attractive stock in the entire lot…
28024 Apr 2014MAHINDRA & MAHINDRAQ4FY14 Result Update - Surprise on many counts post the warning!
27923 Apr 2014YES BANK LTD.Q4FY14 Result Update - Risk - Reward moderate now; Downgrade to ACCUMULATE!
27823 Apr 2014RALLIS INDIA LIMITEDQ4FY14 Result Update - Growth revives, margins follow; outlook encouraging
27723 Apr 2014WIPRO LTD.Company Update - Is bet on big-data going to be even bigger?
27622 Apr 2014H D F C BANKQ4FY14 Result Update - Profitability levers at work; Premium valuations to sustain!
27522 Apr 2014LIC HOUSING FINANCEQ4FY14 Result Update - Margins looking up again – Some more levers left!
27321 Apr 2014PERSISTENT SYSTEMSQ4FY14 Result Update - Missed expectation, headwinds in H1 - Cut to “Accumulate”
27421 Apr 2014TATA CONSULTANCY SEREvent Update - JV with Mitsubishi – Mission Japan
27217 Apr 2014WIPRO LTD.Q4FY14 Result Update - Improved win-rate & pipeline + Margin lever = ‘BUY’
27117 Apr 2014HCL TECHNOLOGYCompany Update - Accelerated investment to restrict upside, stay on sideline
27017 Apr 2014HCL TECHNOLOGYQ3FY14 Result Update - First Cut: Mixed-bag, Decline in Repeat Business – A concern
26916 Apr 2014TATA CONSULTANCY SERQ4FY14 Result Update - Another quarter of missed expectation, Retain “Accumulate”
26816 Apr 2014MINDTREE LIMITEDQ4FY14 Result Update - Momentum to get stronger in FY15, Retain “BUY”
26716 Apr 2014INDUSIND BANKQ4FY14 Result Update - Delivering well on PPOP - But is growth coming at higher risk?
25216 Apr 2014Sector Update-Automobiles 2-Wheelers – Scooters outpace motorcycles with a growth of 23.2%
26615 Apr 2014INFOSYS LIMITEDCompany Update - Investment for competitiveness, Retain “BUY”
26515 Apr 2014THERMAX LTDEvent Update - Preparing for the next up cycle!
26415 Apr 2014INFOSYS LIMITEDQ4FY14 Result Update - First Cut: Revenue soft, Margin uptick, and Guidance strong
26315 Apr 2014VOLTAS LIMITEDVisit Update - Channel Check -MEP market
26215 Apr 2014CMC LIMITED EQUITYQ4FY14 Result Update - Strong performance – One-off gain made it stronger
25115 Apr 2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals stable
26111 Apr 2014ZEE ENTERTAINMENT ENEvent Update - Mediapro to discontinue distribution of Zee/Star channels
24911 Apr 2014Sector Update-FertlisersMar’14 – Complex fertiliser sales increase 6.5% YoY
25010 Apr 2014Jan – Mar’14 Earnings PreviewAll eyes on Loksabha Elections, Fiscal issues on backburner, Rally of hope
26009 Apr 2014SUN PHARMACEUTICAL IEvent Update - Sun acquires Ranbaxy--Gain size at a cost of margin premium
24809 Apr 2014Sector Update-Information Technology H1-B cap reached – Could trigger onsite wage inflation?
24707 Apr 2014Sector Update-India Financials ‘MODI’fied expectations - Pockets of relative value?
25902 Apr 2014IDFC LIMITEDEvent Update - Bank License - Not much to lose, but not easy to gain either!
25802 Apr 2014NESTLE INDIA LIMITEDAnalyst Meet Update - No shortcuts to fire up growth
25702 Apr 2014BLUE STAR LIMITEDVisit Update - Waiting for the economic revival
24602 Apr 2014Sector Update-India FinancialsBank Licenses Soon - Assessing ROE impact for LICHF/IDFC!
25401 Apr 2014RANBAXY LABORATORIESRanbaxy Laboratories - Nexium OTC not to impact Ranbaxy's FTF opportunity - Sell
25301 Apr 2014UPL LTD.UPL - Stake sale in SIPCAM is positive - BUY
24401 Apr 2014Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
24301 Apr 2014Sector Update-India FinancialsRajanomics at play again - Shot in the arm for PSUs!
24531 Mar 2014Sector Update-Information TechnologyDemand healthy, but currency posses margin risk
23918 Mar 2014Political Analysis of current situationOur synopsis of the views of Mr. Vinod Mehta- Indias foremost left-of-centre political analyst
23818 Mar 2014Crimean Crisis : Geo-Political risks to marketsFraying 'Peace Dividend' and why global equity & oil markets better take note of Crimea's secession from Ukraine
23712 Mar 2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 3-4%
23510 Mar 2014India Strategy & Top IdeasGlobal growth, Elections  hold the key
23406 Mar 2014Sector Update-PharmaPara-IV update: First ANDA(s) in Effient, Par Pharma sued
23019 Feb 2014Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 6-8%
23119 Feb 2014Sector Update-India Financials++ Corporate Health Check No material improvement in sight!
22611 Feb 2014Sector Update-AutomobilesAuto Expo 2014 Celerio, Xcent and Scooters steal the show
22711 Feb 2014India Strategy & Top Ideas2014, Challenging Period Ahead
22510 Feb 2014Sector Update-Information TechnologyRear View OND-13: Optimism v/s Pragmatism
22305 Feb 2014Sector Update-Information TechnologyCognizant: Misses expectation - Lower expectation a safer bet
22103 Feb 2014Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
21916 Jan 2014Sector Update-PharmaFirst P-IV filed: Treanda, Namenda XR, Bepreve, Prolensa
21814 Jan 2014Sector Update-FertilisersDec13 - Complex fertiliser sales up 9% YoY
21713 Jan 2014Sector Update-Automobiles2W - Scooters grow at 19.9%; Motorcycle volume grow at 2.5%
21503 Jan 2014Sector Update-India Financials2014 Hope versus Reality!
21402 Jan 2014Sector Update-Information TechnologyStrategic and Technology trends for the next cycle
21301 Jan 2014India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
20810 Dec 2013Sector Update-Automobiles2W - Scooters grow at 18.7%; Motorcycle volume grow at 3.3%
20909 Dec 2013India Strategy & Top IdeasSentiments high, ahead of fundamentals
20502 Dec 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
20428 Nov 2013Sector Update-PharmaWockhardts loss = DRL and Sun Pharmas gain
20322 Nov 2013Sector Update-Information TechnologyCY14 IT Budgeting: Beginning on a positive note
20218 Nov 2013India Consumer"Is there a silver lining yet?"
19918 Nov 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals flat
20018 Nov 2013Sector Update-FertilisersOct13 - Complex fertiliser sales down 22%; urea down by 14% YoY
20118 Nov 2013Sector Update-PowerH1FY14 Power Trading Update
19714 Nov 2013Sector Update-Automobiles2W Scooters grow at 17.8%; Motorcycle volume grow at 3.6%
19407 Nov 2013India Financials-Vol IDigging deep into US$50bn of Power/Large corporate debt
19507 Nov 2013India Financials-Vol IIExtending our Deep dive to Commercial RE, Roads and Risky corporates
19006 Nov 2013Sector Update-Information TechnologyRear View JAS-13: Great Expectations
18905 Nov 2013Sector Update-Information TechnologyCognizant: Discretionary growth sticky, IT budget may see uptick
18801 Nov 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
18514 Oct 2013Sector Update-FertilisersSep13 - Complex fertiliser sales down 13%; urea up by 2.6% YoY
18310 Oct 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals recover; up by 3-4%
18125 Sep 2013Sector Update-Capital GoodsChannel Check - Middle East Markets
17913 Sep 2013Sector Update-FertilisersAug13 - Complex fertiliser sales down 10%; urea up by 30% YoY
17511 Sep 2013Sector Update-Capital GoodsThe wait gets longer!!!
17406 Sep 2013Sector Update-PowerOpen Access takes a leap in FY13
18005 Sep 2013India Strategy & Top IdeasIndian Markets Bracing for a likely Fiscal Wobble?
17304 Sep 2013Sector Update-AutomobilesTwo Wheelers Ahead in the race
17202 Sep 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
17130 Aug 2013Sector Update-InfrastructureIndian Airports Turbulence ahead, need to fasten the belt
17028 Aug 2013Sector Update-India ConsumerSailing in choppy waters
16927 Aug 2013Sector Update-PowerA glimpse at the 5-year plans
16722 Aug 2013Sector Update-Information TechnologyAttrition, Hiring and Utilization Not at perfect symmetry
16619 Aug 2013Sector Update-India FinancialsShould you get tempted into a VALUE call?
16412 Aug 2013India Strategy & Top IdeasIndian markets swirling between the headwinds of deteriorating macro-economy & fears of US Bond tapering ...
16308 Aug 2013Sector Update-Information TechnologyRear View AMJ-13: A quarter of positive surprises
16206 Aug 2013Sector Update-Information TechnologyCognizant: Guidance raised, Surprised on discretionary pick-up
16101 Aug 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
16022 Jul 2013Sector Update-Financial ServicesSmall ticket HFCs How sustainable is their funding advantage?
15916 Jul 2013Sector Update-Capital GoodsMix Trends!!
15615 Jul 2013Sector Update-Automobiles2W Motorcycle de-grew by 4.0%; Scooters grow at 14.3%
15815 Jul 2013Sector Update-FertilisersJun13 - Complex fertiliser sales lower by 8%; urea up by 26% YoY
15409 Jul 2013April-June 2013 Earnings PreviewWill Governments massive surge in investment approvals through twin force-multipliers of CCI & CCEA revive Indias Investment Cycle?
15509 Jul 2013Sector Update-BanksGrowth Conundrum #1: Auto Loan growth - Why so high?
15301 Jul 2013Sector Update-CementAnother quarter of weak recovery
15225 Jun 2013Sector Update-PowerAP DISCOM Meeting demand at a price
15019 Jun 2013Sector Update-Mumbai Real EstateSustaining well
15119 Jun 2013Sector Update-Financial ServicesHousing Finance - Cyclical advantage - LICHF best placed
14918 Jun 2013Sector Update-FertliserMay13 - Complex fertiliser sales decline by 63% YoY
14817 Jun 2013Sector Update-PowerAPGENCO- Healthy operations, modest financials
14712 Jun 2013Sector Update-AutomobilesCV Goods Segment: Rentals improve 1.5-2%; unlikely to sustain
14611 Jun 2013Sector Update-PSU BanksAnnual Report Analysis More Red flags than Green
14510 Jun 2013Sector Update-Financial ServicesNBFCs - RBI Visit Regulatory intensity coming off
14407 Jun 2013Sector Update-India Agri-InputsGujarat Channel Checks / GSFC - Attractive valuations; maintain Accumulate
14306 Jun 2013India Strategy & Top IdeasTwin concerns for the Indian markets- Impact of likely tapering of bond purchases by the Fed over the next few months FII-flow dependant economies like India and resurgence of fears of worsening CAD on Rupee, BOP & Macroeconomic stability
605 Jun 20135th June 2013 India StrategyMarkets at the Mercy of Macro Events
14104 Jun 2013Sector Update-Financial ServicesLicence clarity:  NBFCs - NO regulatory forbearances
14204 Jun 2013Sector Update-PowerExpect a plain sailing
14004 Jun 2013Sector Update-BanksBank Licences Many Applicants - Probability v/s Possibility
13903 Jun 20133rd June-India Earnings guideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
13823 May 2013Sector Update-SteelActivity weakens in the peak months, Prices near YTD lows  
13720 May 2013Sector Update-Financial ServicesRBI Visit-Dynamic provisions- Beware of "Low Credit cost" banks
13617 May 2013Sector Update-FertilisersComplex fertiliser sales decline by 50%; urea up by 6% YoY
13513 May 2013Sector Update-CementSeems short-term election demand, the only driver for sector
13409 May 2013Sector Update-Power TradingGoing through thick and thin
13208 May 2013Sector Update-Information TechnologyCognizant: Guidance strong, Visa Bill commentary encouraging
13008 May 2013Sector Update-Financial ServicesCVs - Feedback from our Roadtrip - Living on Hope !
13108 May 2013Sector Update-AutomobilesCV channel checks No improvement in sight
13308 May 2013India Strategy & Top IdeasPLs views on the Economy, Markets and Top Picks
12907 May 2013Sector Update-Private BanksH2FY13 inspiring, but moderate your return expectations!  
12803 May 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
12729 Apr 2013Sector Update-PowerBig cities...Bigger needs!!!
12626 Apr 2013Sector Update-Financial ServicesCV Cycle CRISIL Concall Delinquencies likely to inch-up
12525 Apr 2013Sector Update-AutomobilesHonda: A formidable competition Incumbents beware !!
12418 Apr 2013Sector Update-India ConsumerShort term blip to provide entry in long term opportunity
12317 Apr 2013Ajay Bodke's views on India Equity MarketsHow do the positives and negatives weigh for the Indian equity markets currently
12115 Apr 2013Sector Update-India Financials-Asia FeedbackDefensives in favour; seeking value through beta private banks
11912 Apr 2013Sector Update-Capital GoodsWeak ordering in a seasonally strong quarter
12012 Apr 2013Sector Update-Automobiles2-Wheelers Motorcycle growth flat; Scooters buck the trend
11811 Apr 2013Sector Update-Agri Products & ChemicalsUrea & Agrochemicals - Better play in the near term
11710 Apr 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals drop 1.5-3%
11610 Apr 2013Jan-March13 Earnings PreviewIndian Markets: In the crosshairs of  precariously perched politics, worrisome CAD and attempt to resuscitate investment cycle in the wake of Monetary Shock & Awe by Japan
11520 Mar 2013Sector Update-Information TechnologyIMS: Is portfolio risk increasing?
11412 Mar 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve by 2-3%
11308 Mar 2013India Strategy & Top IdeasBenign global liquidity & supportive domestic policy environment ranged against galloping current account, large supply of paper and fair valuation. Upmove to be earnings-upgrade driven
10906 Mar 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
11006 Mar 2013Sector Update-Oil & GasExport parity pricing an unlikely proposition
11206 Mar 2013Sector Update-NBFCsRisk-reward Favourable; MMFS/IDFC Top picks
11106 Mar 2013Sector Update-CementPrice recovery fizzles out, Recovery in demand holds the key
10801 Mar 2013Budget 2013-14Walking a tight rope amidst uncertain global environment and hoping for revival in growth
10420 Feb 2013Sector Update-Capital GoodsJourney of thousand milesBegins with a single step
10319 Feb 2013Sector Update-India Financials+++ Corporate Health Check No improvement in sight
10119 Feb 2013Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters.
10218 Feb 2013Sector Update-ConstructionDisappointment on all counts
9911 Feb 2013Sector Update-PSU BanksOperating Metrics clearly a worry!
10011 Feb 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals range bound in Jan'13
9708 Feb 2013India Strategy & Top IdeasWill governments vigorous reforms-drive and spate in global liquidity trump twin deficit concerns?
9808 Feb 2013Sector Update-Information TechnologyRear View OND-12: Showing early signs of recovery
9606 Feb 2013Sector Update-BanksCDR pipeline coming-off but watch out non-CDR restructuring!
9504 Feb 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
9401 Feb 2013Sector Update-Financial ServicesDec-12: Sectoral credit trends - Services also moderating now
9230 Jan 2013Sector Update-Mumbai Real EstateFestivities reflect in registrations
9329 Jan 2013Sector Update-SteelRe-stocking driving the rally; Real demand remains fragile
9125 Jan 2013Sector Update-CementPrices rise but real demand absent; High expectations raise risk
9022 Jan 2013Sector Update-BanksRegulatory update - Don't ignore potential headwinds!
8918 Jan 2013Sector Update-Oil & GasUpsides contingent on staying the course
7914 Jan 2013Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters.
7811 Jan 2013Sector Update-AutomobilesCV Goods Segment: Truck Rentals  flat in Dec'12.
7710 Jan 2013Sector Update-AutomobilesTwo Wheelers  Growth likely to slow down.
7609 Jan 2013India Strategy and Top IdeasMarkets 5 Commandments - to policy makers for continued buoyancy amidst avalanche of global liquidity.
7501 Jan 2013India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy, accumulate, reduce or sell.
7421 Dec 201221st Dec-Sector Update-Oil & GasSupply side pressures to weigh on crude
7319 Dec 201219th Dec-Sector Update- PSU BanksSome green shoots but don't get carried away!
7214 Dec 201212th Dec-Sector Update-SteelBrief rally supported by low inventories across markets
7113 Dec 201212th Dec-Sector Update-AutomobilesTwo Wheelers Growth likely to slow down
7012 Dec 201211th Dec-Sector Update-AutomobilesCV Goods Segment: Truck Rentals slid 4-5%
6807 Dec 20125th Dec-Banks Ready ReckonerThe Banking Sector is arguably the most important in everybodys portfolio and is closely tracked by everyone. This ready reckoner from PLs research desk will help you track the sector on a regular basis while keeping a watch on all important parameters
6707 Dec 20125th Dec-India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy,accumulate,reduce or sell.
6907 Dec 20125th Dec-India Strategy & Top IdeasCautiously optimistic. FDI hurdle cleared, now awaiting fiscal consolidation roadmap.
6604 Dec 20123rd Dec-Sector Update-Financial servicesNBFCs - Analysing securitised pool performance
6503 Dec 201230th Nov-Sector Update-AutomobilesCV Goods Segment: Truck Rentals plunge 4-5%
501 Dec 2012Oct-Dec 11 Earnings Preview MarketsAwaiting Delhi to deliver
6430 Nov 201229th Nov-Sector Update-BanksCDR Feedback: Quality of new referrals deteriorating
6329 Nov 201227th Nov-Sector Update-PharmaNew Pharma Pricing Policy-Will the uncertainty be over?
6223 Nov 201222nd  Nov-Sector Update-CementCurrent weak prices, dampener for quarters earnings
6021 Nov 201219th Nov-Sector Update-Capital GoodsOn hope we survive !!!
6121 Nov 201220th Nov-Sector Update-Banks+++ Corporate Health Check ? A Mixed bag
5919 Nov 201216th Nov-Sector Update- AutomobilesTwo - Wheelers Motorcycle segment stages a comeback
5816 Nov 201212th Nov-Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve 3-4%
5709 Nov 2012Nov 2012 - India Strategy & Top IdeasSupportive global liquidity , on going implementation of recently announced reforms, arresting concerns of fiscal slippage by curtailing subsidies and helping RBI to ease rates is the key for continued buoyancy  in the Indian markets
5607 Nov 20125th Nov-Sector Update-PowerH1FY13 Power Trading-Update
5506 Nov 20125th Nov-Sector Update-Financial ServicesStill remains a story of contrasting halves; Like Yes/MMFS
5405 Nov 20122nd Nov-Sector Update-India Life InsuranceSep 12:Some moderation; bank led insurers continue to gain
5302 Nov 20121st Nov-Sector Update-India Power UtilitiesH1FY13 - On the same turf!!!
5231 Oct 201230th Oct-Sector Update-Mumbai Real EstatePre-festive slackness results in flattish trend
5129 Oct 201226th Oct-Sector Update-Oil & GasHigh light distillate inventory to cap GRMs
5026 Oct 201225th Oct-Sector Update-Capital GoodsForeign competition continues to be high
4923 Oct 201222nd Oct-Sector Update-Capital GoodsKey takeaways from the PFC report on SEB financials for FY11
4818 Oct 201217th Oct-Sector Update-AutomobilesTwo Wheelers - Growth likely to slowdown
4712 Oct 201211th Oct-Sector Update-AutomobilesCV Goods Segment: Truck Rentals improve 5-6%
4609 Oct 2012Jul-Sept, 2012 Quarterly ResultsManmohans Tryst With Reforms - PM redeems his pledge
4308 Oct 201221st Sept-Sector Update-CementPrices back in an uptrend mode
4408 Oct 201221st Sept-Sector Update-Oil & GasStrength in rupee to keep a check on under-recoveries
4508 Oct 201225th Sept-Sector Update-Banks- SEB restructuringOn expected lines;some clarity still needed
4021 Sep 201210th Sept-Sector Update-AutomobilesCV Goods Segment:Truck Rentals decline 3-4%
4121 Sep 201214th Sept-Sector Update-Oil & GasSubsidy sharing still the bigger issue
4221 Sep 201217th Sept-India StrategyImpact of reforms from the government and RBI's credit policy
3914 Sep 201210th Sept- Post Conference Update on FinancialsA story of contracting halves
3813 Sep 201210th Sept- India Strategy & Top IdeasIndian Markets: Supportive Global Liquidity, slowing economy and no-movement on reforms but not-so-expensive valuations
3704 Sep 20123rd Sept-Sector Update-InfrastructureIndian Airports-An update on Passenger traffic Growth,Air Traffic Movement,Cargo/Freight reports de-growth & How has privatization fared
3630 Aug 201229th Aug-Sector Update-AutomobilesTwo Wheelers Growth likely to slowdown
3524 Aug 201223rd Aug-Sector Update-Oil & GasStrength in refining margins unlikely to sustain
3223 Aug 201221st Aug-Sector Update-Capital GoodsLearning to live with uncertainty!!!
3323 Aug 201221st Aug-Sector Update-Mumbai Real EstateWeakness in lease registrations sets in
3423 Aug 201221st Aug-Sector Update-ConstructionHealthy order inflow as against pale earnings
3114 Aug 201210th Aug Sector Update Information TechnologyWeakness bottoming but dont expect hockey-stick recovery
3010 Aug 20128th Aug - Infrastructure Sector UpdateThe report highlights ordering activity levels in Infrastructure
2908 Aug 20126th August India StrategyIn an environment of In an environment of synchronized global slowdown, India awaits reforms
2807 Aug 20121st August  - Sector Update PSU BanksDeficient Monsoons: Analysing spread of rural branches
2424 Jul 201220th July Sector Update-Oil & GasCrude Rebounds, LNG prices decline
2524 Jul 201220th July Sector Update Real EstateThe New Maharashtra Housing Act A step forward
2624 Jul 201221st July Sector Update Financial servicesFinal PSL guidelines-Relief for banks, more so for NBFCs
2724 Jul 201223rd July Sector Update India Agri ProductsAgrochemical Channel Checks
2318 Jul 201217th July Sector Update -FertilizerWe expect the demand of non urea fertilizer to see further contraction in the short term
2212 Jul 201211th July Automobiles Sector UpdateCV Goods Segment Truck Rentals continue to decline
2109 Jul 20129th July -Apr-Jun,12 Quarterly ResultsHope Returns-In reformist triumvirate, we trust.
2028 Jun 201226th June - Automobile's Sector Update (Report)Tyre Companies-Profitability set to improve
1920 Jun 201218th June Sector UpdateCDR Roundtable: Not good but not too bad either
1713 Jun 20126th June India Earnings GuideKey Information with respect to the profitability and valuations of 140 companies, along with recommendations from our expert analysts for each company - whether to buy,accumulate,reduce or sell.
1813 Jun 201211th June Mid-Cap Pulse The Impregnable BrandHighlights Leveraging brand, strongly expanding retail presence Upwards trajectory post restructuring Moving towards and asset-light model
1507 Jun 20124th June - India Financials Bank Ahead ReportIncludes features like Growth Monitor; RBI balance-sheet and PL liquidity monitor; Rates Monitor; Relative Trade Monitor
1607 Jun 20125th June Event Update - Pantaloon Retail IndiaFCH Warburg deal, De-leveraging deals to bring down core retail debt by Rs22bn, Recent deals to bring in interest costs saving of Rs700m
1406 Jun 20121st June Management Meet Update - SBI10 key investor queries answered by the management
907 May 20127th May 2013 India StrategyMarket at crossroads
1005 May 201217th April Banks Sector UpdatesThe moderation in auto loan growth could continue into FY13 (v/s FY10/11 levels) and with slowing infra sanctions, we expect 15% overall credit growth in FY13. Moderate loan growth is not a bad outcome as resource mobilisation and base money creation has also been slow and coupled with high government borrowing, high growth could lead to tighter liquidity environment. With retail asset quality expected to remain robust, we believe valuations of retail banks already factor a positive outcome
1105 May 201225th April Wipro Events UpdatesAcquiring Australian Analytics (Promax Applications Group)
1205 May 20123rd May India Financials Bank Ahead ReportIncludes features like Growth Monitor; RBI balance-sheet and PL liquidity monitor; Rates Monitor; Relative Trade Monitor
1305 May 20124th May Marico Results UpdateMarico is benefitting from expansion in rural reach as well as share gains in Coconut and Value Added Hair oils. Sustenance of volume growth in core categories and good NPD funnel are key investment positives. Correction in Copra will act as good tailwind for FY13 earnings.

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