| Daily Alerts |
| Results |
| Tech Mahindra: Downside of client concentration |
| | 3QFY16 results disappoint on composition; strong free cash generation | | | Telecom vertical - opportunity pushed back but not impaired | | | Heavy lifting by the enterprise segment in FY2017. Valuations attractive. Maintain ADD | |
| Grasim Industries: Going strong |
| | Consolidated earnings benefit from strong business performance, merger of ABCIL | | | VSF continues to enjoy improving volume and margin trajectory | | | Maintain ADD rating and target price of Rs4,200/share | |
| Marico: 3QFY16 solid as agile execution comes to the fore |
| | Headline numbers in line even as volume growth inches up to double-digit | | | Superior execution and market share gains drive strong volume growth in Saffola and VAHO | | | Raise EPS estimates by 4-5%; stock fully valued - REDUCE stays with revised TP of Rs220 | |
| Thermax: Headwinds to continue in the near term |
| | 3QFY16 earnings sharply below estimates | | | Weak environment and increasing competitive intensity may have an impact on margins | | | Downward revision in estimates continues; maintain REDUCE | |
| IDFC: Focus on capital deployment |
| | Highlights of 3QFY16 performance | | | Revise target price to Rs70, BUY | |
| Sector alerts |
| Automobiles: MHCV industry volumes remain strong, modest growth in PV volumes |
|
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