Daily Alerts - kotak inst |
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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