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Special Reports
Theme Report
Strategy: Leapfrog to BS VI - is the industry prepared?
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Investments required to migrate to BS-VI are manageable
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Diesel vehicles will become costlier and demand will likely shift to petrol/alternate fuels
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Key implications for automobile companies
Daily Alerts
Results
TCS: Slips further
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Misses lowered expectations; USD revenues decline
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Portfolio challenges nearing an end; business metrics hold up well
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FY2017E will be a year of consolidation for TCS
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Cut estimates by 2-3%, target price by 6% and target multiple to 17.5X
IndusInd Bank: Steady as she goes
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Overall performance stable
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Loan growth trends appear to be healthy
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Valuations on the higher side, but strong growth and return ratios lead to our positive view
Federal Bank: Mixed performance
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Headline results weak, but has a few positives too
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Asset quality hiccups continue, but on the mend
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Maintain BUY rating; the bank remains well-placed among peers
Sector alerts
Telecom: A case for policy consistency
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Change in spectrum cap regulations is an inconsistency that has material connotations
Economy
Economy: Production shocks, prices continue quiet climb
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Base effects-led pick-up in retail inflation
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Inflation under control for now; RBI will continue on wait-and-watch mode
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Industrial production surprises on the downside
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