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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