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Contributors For Search String : Prabhudas Lilladher

Prabhudas Lilladher

Reports for search string : Prabhudas Lilladher

State Bank of India: Improving subsidiary focus to add value to the Bank; Buy
We have tweaked our FY18 & FY19 numbers on credit losses for the bank due to some impact from revised stressed asset guidelines but should also benefit from the resolution process from NCLT. Retain “B...
Prabhudas Lilladher, 20 Mar 2018
Bharat Dynamics IPO: Proxy play on huge missile procurement opportunity over next decade; Subscribe
harat Dynamics (BDL) is one of the leading defence PSUs in India engaged in the manufacture of Surface-to-Air missiles (SAMs), Anti-Tank Guided Missiles (ATGMs), underwater weapons, launchers, counter...
Prabhudas Lilladher, 12 Mar 2018
Ipca Laboratories: Ready to press restart button; Upside 26%
The catalyst of recovery to be driven by a) resumption of supply of anti-malarial drugs to private funds from Q1FY19E, b) USFDA resolutions of three plants, c) normalisation of ...
Prabhudas Lilladher, 09 Mar 2018
Sun Pharma: Halol Plant unlikely to see recovery in FY19E; Reduce
Sun pharma received three observations post USFDA visit of the Halol plant in February 2018. The three observations are neither linked to data integrity nor are linked to any repeat observations. The ...
Prabhudas Lilladher, 07 Mar 2018
India Financials: Retail leads credit growth
Bank credit growth of 9.5% YoY as of Jan’18 was marginally lower compared to 10% YoY growth seen in Dec’17 month.
Prabhudas Lilladher, 05 Mar 2018
Agrochemicals: Sharp spike in raw material prices hurt profitability
Domestic Agrochem industry is estimated to have grown in high single digits, predominantly a function of volume growth and marginal price increase in an attempt to pass on rise in raw material prices.
Prabhudas Lilladher, 27 Feb 2018
Voltas: Building on strengths; Upside 21%
We recently met Voltas’ management and came back confident about the medium/long-term opportunities for the company.
Prabhudas Lilladher, 27 Feb 2018
Capital Goods & Infrastructure: Q3FY18 Review; Finally some sun shine
Q3FY18 earnings of Capital Goods sector saw most companies surprising on the positive side in earnings after many quarters of disappointment and earnings cut.
Prabhudas Lilladher, 21 Feb 2018
Crompton Greaves Consumer Electricals: Enough headroom for growth in core categories
We met the management of Crompton Greaves Consumer Electrical (Crompton) and came back convinced about the medium/long term opportunities for growth and management’s strategy/focus to capitalize on th...
Prabhudas Lilladher, 21 Feb 2018
Automobiles: Auto Expo 2018;Concepts and EVs
Amongst the passenger car segment, Maruti officially launched its 3rd Generation Swift, Honda unveiled its all new Amaze and Civic, Toyota introduced its Yaris and M&M showcased its Mahindra badged pr...
Prabhudas Lilladher, 20 Feb 2018
RPP Infra Projects Q3FY18: Strong operating performance; Buy
We believe the company is a good play on government’s increasing focus on improving rural infrastructure. We maintain a BUY with a TP of Rs 385.
Prabhudas Lilladher, 20 Feb 2018
JK Lakshmi Cement Q3FY18: Beat on margins; Upside 33.5%
Given the attractive valuations, lean capex and sustainable revival of Eastern operations, we reiterate our ‘Buy’ rating with PT of Rs 550 at an EV/EBITDA of 10.7x FY20E.
Prabhudas Lilladher, 01 Feb 2018
JSW Steel Q3FY18: Beat on margins;Accumulate
We remain positive on all the Top-3 Private Indian steel names; JSTL, TATA and JSP. Quality operations, comfortable B/S and strong growth outlook continues to drive our positive stance on JSTL. Mainta...
Prabhudas Lilladher, 01 Feb 2018
Budget Expectations 2018-19
Fiscal deficit likely to be higher than the estimated 3.2% of GDP in FY18 on lower growth and reducing the same will be a challenge in FY19, unless we see a an increase in GDP growth.
Prabhudas Lilladher, 30 Jan 2018
LIC Housing Finance Q3FY18: Steady business growth but slower operationally; Accumulate
NII growth disappointed on weaker margins and loan growth of 15.4% YoY which continues to be led by non-core retail & developer book. Lower than industry loan growth and soft margins compared to peers...
Prabhudas Lilladher, 30 Jan 2018
Dr. Reddy's Lab Q3FY18: PAT in line with estimates; Accumulate
We have rolled forward our earnings to FY20E and derive our TP on 20x of FY20E EPS. With better visibility and outlook, we are revising and upgrading our recommendation to ‘Accumulate’ and increased T...
Prabhudas Lilladher, 30 Jan 2018
Mphasis Q3FY18: Steady growth and strong margin execution; Accumulate
Mphasis continues to generate strong FCF including interest income (Rs 8bn per year). Our TP is upgraded by 21% to Rs900 /sh led by EPS as well as P/E upgrade (17x FY20E EPS vs 15.5x Sep19E EPS earli...
Prabhudas Lilladher, 30 Jan 2018
Maruti Suzuki Q3FY18: Royalty reduction positive; Buy
Profit for the quarter grew 3% YoY at Rs 18bn (~16% below our estimate) owing to lower than expected other income (impact of ~Rs3bn due to M2M valuations of investments) and higher tax expense.
Prabhudas Lilladher, 30 Jan 2018
Hi-Tech Pipes: On course for a new High!
When compared with its peers (Rama Steel and APL Apollo), the stock appears attractively valued at 13.2x FY19E and 8.9x FY20E earnings estimates of Rs 29.3 and Rs 43.3 respectively. We recommend inves...
Prabhudas Lilladher, 30 Jan 2018
Asian Paints Q3FY18: Demand improving, Crude a near term Drag, “Accumulate”
APNT has given cautiously optimistic outlook on demand as economy post GST implementation has started stabilising. Demand scenario looks encouraging as low penetration in small towns/rural India and G...
Prabhudas Lilladher, 23 Jan 2018
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