| Daily Alerts |
| Results |
| IOCL: Adventitious gains mask operationally mixed performance |
| | Normalized net income was above estimate led by lower operating expenses and interest cost | | | Strong petchem and pipeline performance offsets weakness in refining and marketing segments | | | Robust operational performance with moderate growth in volumes across segments | | | Retain ADD with no change in estimates and TP | |
| DLF: Another 'exceptional' and low quarter |
| | 1QFY17 results review: Net debt up by Rs2.85 bn; net sales at just over Rs2 bn in 1Q | | | Highlights from annual report | |
| Company alerts |
| Godrej Consumer Products: Deep dive into Africa business |
| | Key takeaways from GCPL's South African cluster visit | |
| Sector alerts |
| Infrastructure: NHAI - the going gets tough |
| | Ordering - FY2017 at risk of not matching FY2016 levels; NHAI's target implies 50% growth | | | Execution starting to stabilize much below past peaks | | | An opportunity for players with strong balance sheet? Advantage Ashoka Buildcon | |
| Economy |
| Economy: RBI Annual Report: Keeping a hawk's eye on inflation |
| | RBI's balance sheet growth buoyed by domestic investment growth | | | Rs659 bn transferred to government due to zero transfer to contingency reserves | | | Ample words of caution on inflation outlook | | | Some interesting analyses: currency in circulation, disinflation, and remittances | |
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