* Raise target to `325 from `290, Maintain Buy
* Volume growth bouncing back to 7% is a key positive
* Dabur believes that the herbal market is seeing an expansion
* Focus on innovation and differentiation to counter Patanjali
CLSA on Ambuja
* Raise target to `270 from `265, Maintain Buy
* Cost-led positive surprise despite miss on realisation
* Top beneficiary of the recent spike in north Indian prices
* Raise our EPS estimates by 4-8% and forecast 30% EPS CAGR for CY16 - 18
CLSA on ACC
* Raise target to `1750 from `1700, Maintain Buy
* Benefits of lower energy prices augmented margins
* Petcoke usage at 50% vs 7% in 1QCY15 and 28% in 4QCY15
* Unit Ebitda bounced back to a four-quarter high
CLSA on Vedanta
* Maintain Sell, Target `70
* One-time write-offs drag down reported 4Q results
* Miss led by weak commodity prices and lower volumes at HZL
* Remain cautious on the stock given a weak commodity price outlook
UBS on ilIdea
* Mainatain Buy, Target `170
* Strong Q4 strong sequential growth in voice and data pricing
* Guided for `6500-7000 cr capex for FY17 vs `7500 cr in FY16
* Maintain buy on valuations and benefits of prospective data boom
CS on HCL Tech
* Cut target to `1100 from `1150, Maintain Outperform
* Disappointing Q4 revenue, though infra was robust
* Pipeline and valuations offset 3Q miss but lack of margin clarity a concern
* Management declined to offer a target margin range for FY17
CS on IDFC Bank
* Initiate coverage with Outperform, Target `59
* 4Q results highlight that the bank has completed the first phase of investments
* Loan growth is expected at ~25% YoY for FY17
* Opex is likely to pick-up further on employee addition
* Profitability is likely to be muted during the transition on NIM contraction
* Value it at 1.3x FY18 book to arrive at target of `59
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