| Daily Alerts |
| Results |
| Apollo Hospitals: Weak show - focus on rationalization |
| | Ind-AS impacts 1QFY17 significantly; operational weakness continues | | | Restructuring of business aimed to increase efficiency; Mumbai commissioning delayed | | | Mumbai performance critical, though delays continue - REDUCE | |
| Sadbhav Engineering: Positive surprises driven by BOT arm |
| | Construction: FY2017 to be about steady execution, revival in margin and declining debt | | | BOT: 1QFY17 throws positive surprises on regulatory front and on SIPL standalone business | | | Revise SEL's SoTP primarily on revision in SIPL's SoTP to Rs130 | |
| Company alerts |
| Coal India: Volumes continue to falter |
| | Volumes decline 10% yoy in Aug 2016, further dragging down an already modest performance | | | Billion ton aspirations may be altered; inventories continue to remain elevated at power plants | | | Maintain REDUCE rating with a target price of Rs320/share | |
| Maruti Suzuki: Assessing the profitability of Baleno and Brezza models |
| | Baleno and Brezza models are probably more profitable than common perception | |
| Ambuja Cements: A larger re-christened structure |
| | ACEM concludes the acquisition of ACC; attributable capacity now stands at 45 mtpa | | | ACEM and ACC - poles apart on efficiency, unsure whether the gap will get bridged | | | Valuations remain rich and risk to earnings high; maintain SELL | |
| Mindtree: Another unpleasant intra-quarter update |
| | Project cancellations, slower ramp-ups and Bluefin to result in 2QFY17 revenue decline | | | Softer spending by a few large clients, expected ramp-downs contribute to deceleration in growth | | | Profitability is the key weak link in Mindtree story; cut FY2017-19E EPS by 2-3% | |
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