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Reports for search string : Capacity

Cox & Kings reports strong growth in Q2FY18; Hold
Cox & Kings recently declared its financial results for Q2FY18 and H1FY18. All businesses reported strong organic growth with standout performances from Leisure-India and Meininger. Segment wise, Leis...
Way2wealth, 21 Nov 2017
GAIL 2QFY18: Strong Outperformance driven by core segment; Upgrade to LONG
GAIL delivered 24% EBITDA growth driven by improvement in transmission, trading & LPG segment. Petchem saw pricing pressure along with increase in cost. GAIL’s business model is geared towards higher ...
Equirus Securities, 20 Nov 2017
GSFC Q2Y18: Volume beat but EBITDA in line; Maintain LONG
GSPL’s 26% EBITDA growth in 2QFY18 was driven by a 28% yoy increase in transmission volumes to 31.6mmscmd even as other expenses increased due a one-off impact of Rs 100mn.
Equirus Securities, 20 Nov 2017
Minda Industries Q2FY18 : Futuristic product portfolio to drive strong growth; maintain ADD
Minda Industries continued to outdo our estimates, with 2QFY18 sales/EBITDA beating EE by 9%/22% led by strong growth in Minda Kosei, MJ Casting and Rinder. Consolidated EBITDA margins at 12.4% improv...
Equirus Securities, 20 Nov 2017
Petronet LNG posts its highest ever quarterly PAT in Q2FY18; Buy
Petronet LNG Ltd reported it’s highest ever quarterly PAT for the September quarter FY18. Revenue, PAT & EBDITA rose strongly YOY by 17%, 28% & 22% respectively in the current September quarter.
Suhani Adilabadkar, 17 Nov 2017
GAIL (India) Q2FY18:Strong core operating performance; Upside 17.1%
We upgrade our estimates by 4%/3% for FY18/19E to factor in lower operating costs. We expect GAIL to benefit from full utilisation of petrochemicals capacity as also from increased gas utilisation in ...
Prabhudas Lilladher, 17 Nov 2017
GFSC Q2FY18: Guided for strong volume growth in fertilizer segment; Buy
GSFC reported ~6% YoY decline in net sales in Q2FY18 to INR 15403mn on account of one time urea subsidy loss (INR 920 mn) and ammonia plant shutdown in July which impacted chemical segment. We retain ...
SPA Securities, 17 Nov 2017
Manpasand Beverages Q2FY18: Growth plans on track; BUY
We expect Fruits up to drive growth as new units will have 40% capacity for fruits Up. We estimate 38% PAT CAGR over FY17-20 and value the stock at 30xMarch20 EPS. Buy with 18-month target price of Rs...
Prabhudas Lilladher, 16 Nov 2017
West Coast Paper Mills: Margin Improvement with better product mix; Buy for a 16% upside in 15 months
During Q2FY18 EBITDA margins increased by 190 bps y-o-y on account of steep fall in raw material prices. Materials as a percentage of sales declined by 360 bps to 55.7%. Going forward we expect EBIDTA...
SKP Research, 16 Nov 2017
Genus Power Infrastructure: Buy for a target implying an upside of 32%
With Governments’ thrust on revamping financial health of Discoms, coupled with rapid urbanization & industrialization, replacement of conventional meters with electronic meters, leadership position a...
SKP Research, 16 Nov 2017
Carborundum Universal posts strong growth in Q2FY18; Buy for an upside of 30%
The company is currently trading at 38.06x of TTM eps of Rs 9.72. Looking at increase in production capabilities, decent financials & strong industry outlook, we recommend “Buy” on the stock with for...
Hem Securities, 16 Nov 2017
Aarti Industries: Accumulate with a revised target price
Burgeoning middle class population and low per capita consumption of chemicals (one-tenth of world average) would invigorate Indian speciality chemical industry - industry is set to touch $70 bn by FY...
CD Equisearch Pvt Ltd, 15 Nov 2017
Century Plyboards Q2FY18: Plywood demand to see gradual recovery; maintain Long
CPBI posted plywood volume/revenue declines of 2%/12% due to slower-than-expected restocking at the dealer level. Laminate volumes grew 10% yoy and revenues 18% yoy.
Equirus Securities, 14 Nov 2017
Cera Sanitaryware: Demand recovery from Q4FY18 to drive growth; maintain ADD
Cera Sanitaryware’s (CRS) 2QFY18 sales were 10% above EE (+18% yoy) while EBITDA was in line (+8% yoy) with EBITDA margins coming in at 15.6%, 145bps lower yoy on higher outsourcing and other expenses...
Equirus Securities, 14 Nov 2017
India Cements Q2FY18: Satisfactory Performance; Soaring Debt Concerns Rise Again; Buy
While recent group restructuring is favourable for ICL in the long run, ICL’s inability to pare down debt in the near to medium term may not bode well for the stock.
Reliance Securities, 13 Nov 2017
Torrent Power Q2FY18: Steady cash generation to continue; revise to ADD
Torrent Power (TPW) surprised positively with rising SUGEN PLFs and an all-round improvement across its Agra, Bhiwandi and renewable portfolios. Management remains optimistic on eventual adoption of t...
Equirus Securities, 13 Nov 2017
Pick of the Week: Buy Heidelberg Cement at CMP and add on dips to Rs135-138 band
HDFC Securities feel investors could buy the stock at the CMP and add on dips to Rs135-138 band for sequential targets based ~12.4x FY19E EV/EBITDA & ~14.0x FY19E EV/EBITDA over the next 4-6 quarters.
HDFC Sec, 13 Nov 2017
SQS India BFSI: Accumulate on declines for 40-50% returns
At Rs 489, SQS India BFSI is trading at 16 and 13.7 times its earnings for FY18E(Rs 30- Rs 31) and FY19E(Rs 35–Rs 36), respectively. Investors can start accumulating the SQS India stock at current lev...
Sanjay Chhabria, 10 Nov 2017
Relaxo Footwears: Buy for an upside of 55% over the next 7 months
The management is planning to expand faster using the franchise model. FY17 was flat financially on account of demonization led disruption and higher expenses. The margins and volumes are both likely ...
Punit Jain, 10 Nov 2017
Trident Q2FY18: Net Revenues grew by 0.6%; Hold
Trident Ltd. declared its Q2FY18 results recently. Net Revenues grew marginally by 0.6% to Rs1155 crs. in Q2. EBITDA for Q2 de-grew by 19% on a Y-O-Y basis to Rs173 crs.
Way2wealth, 10 Nov 2017
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