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Reports for search string : industries

Minda Corporation: Automation is likely to drive both revenue growth and margins
Going forward SPA Securities believe shifting to electronification and automation is likely to drive both revenue growth and margins of Minda Corp. At CMP of INR 184, the stock is trading at 40x FY17 ...
SPA Securities, 17 Nov 2017
Sun Pharmaceutical Industries Q2FY18 in line; Recall of ANDAs could be precursor to resolution; Reduce
Sun pharma retains its guidance of single-digit decline in sales with 20-22% EBITDA margin. While SUNP had 20% effective tax rate in Q1FY18 and guided for higher tax rate in FY18E, they expects there ...
Prabhudas Lilladher, 16 Nov 2017
Britannia Industries Q2FY18: Good days ahead: BUY
We increase P/E multiple to 40x (37 earlier) given strong growth outlook and visibility and arrive at 18 month SOTP based target price of Rs5226 (Rs 4,653 earlier). We retain BRIT as high conviction B...
Prabhudas Lilladher, 16 Nov 2017
Reliance Industries: Higher refining margins to sustain; Buy
RJio’s revised plans are priced ~15% higher, with an average ARPU of INR150 for its popular unlimited price plans. We expect actions towards ARPU accretion to drive ARPU of INR156 in FY18 and INR172 i...
Motilal Oswal, 15 Nov 2017
Pidilite Industries Q2FY18: Early signs of recovery, margins a risk, Accumulate
Long term outlook seems intact as PIDI continues to invest in distribution expansion in small towns and product innovations in adhesives, sealants and more importantly construction chemicals.
Prabhudas Lilladher, 15 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
Balkrishna Industries Q2 Results: Margins and volume growth to remain strong; retain ADD
BIL’s 2QFY18 volumes grew by a strong 16% yoy and 6% qoq, surprising positively in a seasonally weak quarter. Industry leader Michelin’s specialty tyre sales grew 13% yoy in Sep’17 quarter, pointing t...
Equirus Securities, 14 Nov 2017
Pidilite Industries Q2FY18: Impressive Quarter on Strong Double Digit Volume Growth; Buy
We expect GST to provide significant advantage to large organised players like Pidilite and accelerate the process of formalisation of the economy. We expect the Company to report consolidated revenue...
Reliance Securities, 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
Greenply Industries Q2FY18: Well placed for long term; Buy
Net sales for Q2FY18 was up by 2.1% at Rs446crs. Growth was muted mainly due to lower sales volume in MDF segment. Plywood sales reported a growth of 1.5% (on a net basis). Volume growth in the plywoo...
Way2wealth, 10 Nov 2017
Tata Elxsi's revenue grows 12.47% in Q2FY18; Overweight
At the current market price of Rs. 889.80, the stock P/E ratio is at 26.72 x FY18E and 23.96 x FY19E respectively. Net sales and PAT of the company are expected to grow at a CAGR of 17% and 22% over 2...
Firstcall India Equity, 10 Nov 2017
Apar Ind Q2FY18: GST-led uncertainties dent performance; growth to return in FY19 - maintain LONG
Apar Industries' (APR) 2QFY18 EBITDA decline of 14% yoy stemmed from lower conductor volumes affected by GST and margin compression in TSO. We maintain LONG on the stock due to reasonable valuations (...
Equirus Securities, 10 Nov 2017
Rain Industries: Buy for an upside potential of 21%
Its EBIDT margin and Net Profit margin improved to ~15% and ~3% respectively. In Q3CY17 company’s consolidated revenue increased by 33% to Rs. 3051 crore with EBIDT increasing by 49% from Rs. 454 cror...
AUM CAPITAL, 10 Nov 2017
Company update: Sun Pharmaceutical Industries
Impact on Sun Pharma: With increase in R&D expenditure to 8-10% of sales from 6-8% earlier, Taro expects many derma products to be approved and launched from its 32 pending ANDAs in next 24 months. Th...
Prabhudas Lilladher, 09 Nov 2017
Exide Industries Q2FY18: Buy for medium to long term investment
The company is focusing on technology up-gradation and cost control to improve its bottom-line in the coming quarters. We recommend BUY for the stock for medium & long term investment with PE multiple...
Suhani Adilabadkar, 08 Nov 2017
Lumax Industries Q2FY18: Revenues up 11.40% y-o-y; Overweight
The consolidated turnover stood at Rs. 3796.48 mn for the 2nd quarter of the FY 2017-18 as against Rs. 3407.93 mn in the corresponding quarter of the previous year, up by 11.40%. At the current market...
Firstcall India Equity, 08 Nov 2017
Exide Industries posts good Q2 numbers; maintain BUY
We downgrade our EPS estimates by 12.9% and 12.7% for FY18 and FY19 respectively to account for the rising lead prices and keep our sales estimates unchanged on account of good traction in Automotive ...
Way2wealth, 03 Nov 2017
Godrej Industries Q2FY18: Resilient performance; HOLD
The investments in brand strengthening & increasing market reach will bode well for the company in the long run. We believe the company is on a strong innovation path.
Way2wealth, 03 Nov 2017
Rain Industries: The stock which has an upside potential of 33%  External Link
After trading at low single digit PE for very long period, RAIN has finally got rerated on visibility of margin expansion and growth driven by multiple enduring tailwinds and multiple competitive adva...
Motilal Oswal, 02 Nov 2017
I G Petrochemicals Q2FY18: Firstcall overweight for medium to long term investment
During the quarter, EBIDTA stood at Rs. 606.60 million as compared to Rs. 347.66 million in the corresponding period of the previous year, up by 74.48%.
Firstcall India Equity, 01 Nov 2017
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