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Why one should convert newly started small business enterprise into a start-up
It is necessary to understand the difference between Start-up and Small Business Enterprises. Most newly started ventures struggle to get funds because on founders mind they are startup but on paper t...
Gaurav Barick, 13 Feb 2017
LIC Housing Finance Q3FY17: Core performance weak but spreads to sustain; maintain 'Accumulate'
According to Prabhudas Lilladher, asset quality remained stable with both GNPAs & NNPAs down 1bps QoQ at 0.56% & 0.27% respectively. Valuations of 2.1x FY18E & 1.7x FY19E remains at reasonable level.
Prabhudas Lilladher, 18 Jan 2017
LIC Housing Finance Q2FY17: Prabhudas Lilladher recommend 'Accumulate' with raised target
LICHF net earnings of Rs4.95bn were above estimates (PLe: Rs4.82bn) on back of lower loan loss provisions, better NII growth, improving spreads and stable loan growth of 15% YoY.
Prabhudas Lilladher, 24 Oct 2016
Buy Jubilant Life Sciences: Pharma remain strong, LSI attached to vulnerable commodities
With better visibility in operating profit in Pharma and LSI divisions in FY17E and FY18E, Prabhudas Lilladher have changed the valuation methodology to EV/EBITDA of Pharma and LSI. The new TP derived...
Prabhudas Lilladher, 07 Jul 2016
Dr. Reddy's Laboratories: India sales to counter price erosion in FY17
Dr Reddy’s (DRL) sales, core EBITDA and core PAT were at Rs 37.5bn (‐3%), Rs 9bn (+24%) and Rs 5.1bn (‐3%) in Q4FY16. Overall result was below our estimates of Rs39.5bn in sales, Rs10bn in...
Prabhudas Lilladher, 13 May 2016
Automobiles Earnings Preview: Margin improvement to continue in Q4FY16
The automobile industry witnessed mixed performance. While commercial vehicles continued on the recovery path (+24% in 4QFY16E, with M&HCV growing over 45%), two-wheelers registered significant growth...
Motilal Oswal, 29 Apr 2016
Buy this NBFC for a target of Rs135 - SPA Securities
SPA Securities initiate coverage on the stock with a BUY recommendation and target price of INR 135. However, key risk to their valuation is slower than expected loan growth leading to lower operating...
SPA Securities, 28 Apr 2016
Capital Goods ELECRAMA 2016
We visited ELECRAMA 2016, one of the largest exhibitions on T&D equipment with ~900‐1000 corporate participants (over 221 Transformers companies, 321 Cables & Conductors companies, 202 Control &...
Prabhudas Lilladher, 23 Feb 2016
Dr. Reddy's Q3FY16: Prabhudas Lilladher retain 'Accumulate' rating and target price
With tepid guidance of sales in Q4FY16 and challenging competitive landscape looming large for US generics, we expect India formulations is the strong visible driver for DRL's 7% revenue CAGR in FY17E...
Prabhudas Lilladher, 11 Feb 2016
Sun Pharma Q2 Preview: Sales are likely to decline 13% y-o-y to Rs69.7 bn
Sun Pharmaceuticals’ (SUNP) sales are likely to decline 13% YoY to INR69.7b. Expect margins to improve to 26% in the quarter v/s 25% in 1QFY16, with lower one-off cost and slight improvement in Halol ...
Motilal Oswal, 23 Oct 2015
Automobiles Preview: New launches aid PVs; deficient rain impacts 2W sales
The Auto industry witnessed mixed performance. PV sales were favorably impacted by new launches and M&HCV volumes received a boost before the change in safety regulations (from October 1, 2015). 2W (e...
Motilal Oswal, 13 Oct 2015
Automobiles sector: Festive season to drive positive momentum
Demand environment and changing competitive landscape in the auto sector would be the key determinants of stock performance. Prefer Maruti Suzuki, Bajaj Auto and Tata Motors in large caps and Ashok Le...
Motilal Oswal, 08 Oct 2015
Marico: Retain neutral on rich valuations and await better entry opportunity
Marico's multiple growth driver model and dominant positioning in core categories are the key cornerstones of our investment thesis. We recommend to retain Neutral with a Sep-16 target representing 30...
Motilal Oswal, 01 Sep 2015
HCL Technologies Q1FY16: Buy for a target of Rs1020
HCL Technologies (HCLT) reported a miss to PLe/Consensus’ expectation. Revenue momentum continues to decelerate along with downward slide in operating margin despite multiple tailwinds.
Prabhudas Lilladher, 04 Aug 2015
Automobiles Q1FY16 Preview: Positive momentum for PVs & MHCVs, slowdown in 2Ws
After the initial euphoria, the demand environment is slacking (except for M&HCVs and PVs). In 1QFY16, auto industry volumes are likely to remain unusually weak for the seasonally weakest quarter (1% ...
Motilal Oswal, 15 Jul 2015
1QFY16 Results Preview: Buy at a CMP of Rs874
The India business is expected to grow 10% YoY to INR17.6b and the US business is likely to report 8% growth over a low base of 1QFY15 (chargeback on Taro products). We expect total reported PAT at IN...
Motilal Oswal, 13 Jul 2015
India's bread industry to reach INR 53bn by 2020
Bread industry in India, valued at INR 33bn (USD 0.5 billion) in 2015, is expected to grow at a CAGR of 10% to reach INR 53bn (USD 0.8 billion) by 2020
IndiaNotes Team, 29 May 2015
Automobile Sector Q4FY15 Preview: Subdued volumes witnessed
In Q4FY15, automobile industry witnessed subdued volumes amidst ongoing slowdown coupled with untimely monsoon impacting rural economy, despite improved sentiments post formation of stable government.
HDFC Sec, 21 Apr 2015
Go long on Sun Pharma, sales post merger of Ranbaxy to grow 83%
Motilal Oswal foresees sales at Sun Pharma growing 83% YoY to Rs74 billion (post merger of Ranbaxy), and sales ex-Ranbaxy growing 18% YoY, led by India and US business. Prospects of consolidating Ranb...
Motilal Oswal, 20 Apr 2015
Automobiles Q4FY15: A Preview
After initial euphoria, the demand environment is slacking but for M&HCVs. In 4QFY15, auto industry volumes are likely to remain unusually weak for the seasonally strongest quarter, with 4.3% QoQ de-g...
Motilal Oswal, 08 Apr 2015
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