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Contributors For Search String : Prabhudas Lilladher

Prabhudas Lilladher

Reports for search string : Prabhudas Lilladher

Q3FY18: Quarterly preview of various sectors
Effect of demonetization in Q3FY17 to benefit in YoY growth in Q3FY18, banks to see lower trading profits PL universe is expected to have a better Q3FY18 with 15.7% and 9.2% increase in revenues YoY a...
Prabhudas Lilladher, 11 Jan 2018
South Indian Bank Q3FY18: Performance in line; Upside of 25%
SIB earnings were slightly below estimates on back of lower treasury gains, but bank continues to strengthen its core operating performance with improving loan growth to 16-17% (partly due to base eff...
Prabhudas Lilladher, 11 Jan 2018
Zensar Technologies: Mix shift in favour of Digital could revive growth momentum
We estimate 3.7/10.3/11% USD revenue growth for FY18E/FY19E/FY20E (vs 1.5% USD revenue growth delivered in FY17). Increasing proportion of revenues from the Digital SBU coupled with deal wins in selec...
Prabhudas Lilladher, 08 Jan 2018
Auto Volumes Dec 17: High growth low base
For the M&HCV segment, the high base due to the pre‐buying in Q4FY17 could restrict growth ahead in Q4FY18. We continue to prefer players with clear competitive advantages and waiting periods on...
Prabhudas Lilladher, 03 Jan 2018
Titan Company; Jewellery leads strong growth: BUY
We believe that regulatory guidelines like compulsory hallmarking will further aid organized sector growth and benefit a strong brand like Tanishq. We estimate 29.5% PAT CAGR over FY17‐20. We va...
Prabhudas Lilladher, 03 Jan 2018
Fineotex Chemicals: A Fine Tex Chem
We met the management of Fineotex Chemicals (FCL) manufacturer of specialty chemicals predominantly for the textile sector. The company was set up in 1979 by Mr Surendra Kumar Tibrewal.
Prabhudas Lilladher, 01 Jan 2018
MAS Financial Services: Small NBFC with big potential
We believe, company will continue to create strong niche for itself within the mid/ lower end segment delivering high NIMs of 7-8% with strong asset quality, but at valuations of 6.2x H2FY18 BV & 4.3x...
Prabhudas Lilladher, 27 Dec 2017
Infrastructure sector: Road-getting on the fast lane!
The Ministry of Road and Transport under the Bharatmala Pariyojana Project (BPP) plans to award ~35000kms of roads at an outlay of ~Rs5.3tn over the next 3-4 years.
Prabhudas Lilladher, 21 Dec 2017
Cement sector: Steady pick up in demand; recovery in prices to follow
All-India cement demand grew at its fastest pace in November on the back of strong demand from infrastructure sector and Central Govt sponsored affordable housing program.
Prabhudas Lilladher, 21 Dec 2017
Indian Life Insurance: Ready to emerge as a dominant sector
Indian Life insurance industry future looks bright with strong growth in coming years as the outlook for insurance has changed from mere savings/investment to now a protection product as well.
Prabhudas Lilladher, 15 Dec 2017
Maruti Suzuki: Undeterred run to continue; “BUY"
With its recent launches (namely, Brezza, Baleno and new Dzire), MSIL has significantly strengthened its product portfolio and we expect the company to fill the remaining minimal gaps in its portfolio...
Prabhudas Lilladher, 15 Dec 2017
Axis Bank: Capital infusion at the right time, issues addressed upfront; Upside 22.2%
With the worst of the slippages behind and consequently the credit costs reduction expected (but remain high for next two quarters) thereby steadily improving the ROAs from the current 0.8% in FY18E t...
Prabhudas Lilladher, 15 Dec 2017
Havells India Analyst meet: Building the right base
We attended Havells’ (HAVL’s) analyst meet where its senior management, along with all SBU heads, showcased/discussed opportunities across various businesses, organisational capabilities and managemen...
Prabhudas Lilladher, 14 Dec 2017
India Strategy & Top Ideas for December 2017
HDFC Bank continues to deliver all round performance in all business cycles and we believe it would continue to deliver strong performance in next few years as well gaining market share in most produc...
Prabhudas Lilladher, 14 Dec 2017
Thyrocare Technologies: Seasonality impact diagnostics marginally; Upside of 57%
Maintain ‘Buy’, retain TP at Rs 1,067: The stock trades at PER of 36x and 27x FY18E and FY19E respectively. We expect Thyrocare to achieve 29% growth in revenue and 35% EBITDA margins in FY18E.
Prabhudas Lilladher, 13 Dec 2017
Monte Carlo Fashions Visit Update: Cautiously Optimistic
Management chartered an optimistic growth outlook in the Monte Carlo AnalystMeet with their revenue outlook for FY20 at Rs10bn with 25% ROCE. This is in the backdrop of just 5% sales CAGR between FY14...
Prabhudas Lilladher, 13 Dec 2017
Rama Steel: Performance driven by volume growth;Buy for an upside of 16%
At CMP, the stock is trading at 22.4x FY18E and 13.8x FY19E EPS estimates of Rs 8.7 and Rs 14.0 respectively (on fully diluted equity of 17.5m shares). We reiterate a BUY with a price target of Rs 224...
Prabhudas Lilladher, 12 Dec 2017
Jamna Auto Industries: Management Meet Update
We recently meet the management of Jamna Auto Industries. Jamna Auto is the largest manufacturer of Tapered Leaf and Parabolic Springs for Commercial Vehicles (CVs) and has ~73% OEM market share in th...
Prabhudas Lilladher, 07 Dec 2017
Salasar Techno Engineering: Spreading its wings
Salasar is a dominant player in the telecom tower space. Over the years, it has successfully diversified into Transmission, Rural electrification, Solar and Railways to ensure diversification and supp...
Prabhudas Lilladher, 07 Dec 2017
Automobiles: Auto Volumes Nov 17
November 2017 volumes for all automobile companies across segments registered a strong growth, albeit on a low base (as Nov’16 was impacted by demonetisation), coupled with post festive season invento...
Prabhudas Lilladher, 06 Dec 2017
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