Category: Analyst Meet Notes


High global and domestic Tyre capex to help sustain medium term growth, despite a near term demand dip. Capex timelines remain unchanged for Nocil.
March 22, 2019, 7:12 a.m.
Publisher: plindia.com

We had a meeting with the management of Tata Consultancy Services (TCS) recently.
March 18, 2019, 3:13 p.m.
Publisher: nirmalbang.com

Dhanuka Agritech (DAGRI) maintained that the launch of new products will continue to drive growth for the company in FY20.
March 14, 2019, 11:29 a.m.
Publisher: plindia.com

We, recently, met Mr Raj Ahuja, CFO and Senior Group President, Mr Niranjan Banodkar, Senior President, Financial and Investor Strategy and Mr Sunny Desa, Senior VP,Financial and Investor Strategy, Yes Bank (YBL) and gleaned incremental insight into future prospects for the bank.
March 14, 2019, 11:26 a.m.
Publisher: nirmalbang.com


We had a meeting with the management of V-Mart Retail (VRL) recently to get its thoughts on the way forward after what has been a weaker-than-expected FY19.
March 14, 2019, 11:26 a.m.
Publisher: nirmalbang.com

We interacted with the management of United Spirits (UNSP) as well as with an industry expert recently about growth prospects for the industry considering the fact that several concerns had been raised in the recent past.
March 13, 2019, 11:25 a.m.
Publisher: nirmalbang.com

We had an interaction with the senior management of Britannia Industries (BRIT) last week
March 6, 2019, 2:21 p.m.
Publisher: nirmalbang.com

We recently met the management of Cummins India Limited. Key highlights from our meeting are as below.
March 5, 2019, 2 p.m.
Publisher: motilaloswal.com

Main business verticals of Minda Corp include Safety & Security Systems, Driver Information and Telematic Systems, Interior Systems and After Market. The company is focusing on upgrading existing product portfolio to suit the latest trends in the automotive sector which is expected to add value to their overall kit offering.
March 1, 2019, 2:19 p.m.

We had a meeting with the management of Inox Leisure recently and we came away with a feeling that it has been executing according to the plan indicated to the investor community over the past two to three years.
Feb. 25, 2019, 9:18 a.m.
Publisher: nirmalbang.com