| Daily Alerts |
| Results |
| L&T: Core E&C performance below estimate |
| | 2QFY17 - core E&C margin below estimate | | | Order inflow up 12% yoy in 1HFY17; company maintains overall guidance | | | Revise estimates; maintain REDUCE | |
| Max Financial Services: EV growth on track, trends in 2H crucial |
| | Max Life reports 16% operating RoEV | | | 17% operating RoEV for Max and 19% for the merged entity | |
| IRB Infrastructure: A value bet for now |
| | BOT - strong blended traffic growth though lacking in depth | | | Construction - backlog boosted by recent wins though near-term execution may be volatile | | | Limited BOT prospects possibly leading to aggressive pricing | | | In-line quarter; build weakness in toll revenues in revised Rs265 SoTP | |
| Results, Change in Reco |
| NHPC: Steady stream |
| | Earnings led by higher other income, operational performance impacted by provisional tariffs | | | Subansiri still looking for a resolution, Parbati II may be partly commissioned ahead of schedule | | | Upgrade to ADD with target price of Rs27/share | |
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