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  • What are the analyst sayingView All
    Indian Life Insurance: Ready to emerge as a dominant sector
    Prabhudas Lilladher | Published: 15 Dec 2017
    Indian Life insurance industry future looks bright with strong growth in coming years as the outlook for insurance has changed from mere savings/investment to now a protection product as well. ...
    Real Estate Sector Trends December 2017
    Equirus Securities | Published: 15 Dec 2017
    Prime central business districts (CBDs) in at least two cities--New Delhi and Bangalore--out of three Indian metros recorded steady rental growth during the September ending quarter. New Delhi’s Connaught Place ...
    Automobiles: Two-wheeler industry set to post double digit growth
    KRChoksey | Published: 07 Dec 2017
    The automobile industry witnessed a double digit growth in the month of November 2017. The industry growth was lead by robust growth in commercial vehicles segment.
    Automobiles: Auto Volumes Nov 17
    Prabhudas Lilladher | Published: 06 Dec 2017
    November 2017 volumes for all automobile companies across segments registered a strong growth, albeit on a low base (as Nov’16 was impacted by demonetisation), coupled with post festive season inventory ...
    India Financials: Growth improving at baby steps
    Prabhudas Lilladher | Published: 05 Dec 2017
    Credit growth continued to see gradual uptick to 6.6% YoY in Oct’17 compared to 6.1% YoY seen in Sep’17, although incremental credit MoM saw a decline of 1.5% across all ...
    Monthly Auto Sales: Several car makers have reported double-digit growth
    SPA Securities | Published: 05 Dec 2017
    As monthly results of automotive companies flow in, most of the vehicle segments have bucked the earlier trend and shown double-digit growth. The two-wheeler market, the bellwether of the rural ...
    Auto: Favorable base leads to stellar growth in November
    LKP Securities | Published: 04 Dec 2017
    November as expected saw a yoy surge in numbers on low base of last year’s November post DeMon. If we consider two wheeler sales, Hero, Bajaj and TVS all three ...
    Automobiles: Nov 17 Sales Estimates
    Motilal Oswal | Published: 01 Dec 2017
    Our channel checks indicate healthy retail growth in PVs, and mixed demand in 2Ws and CVs. Retail demand has dampened after remaining healthy in the festive season.
    Automobiles: Healthy wedding season demand partially negated by untimely rain
    Motilal Oswal | Published: 30 Nov 2017
    Our interaction with the leading automotive channel partners in India indicates ebbing retail sales momentum, particularly in 2Ws, due to the impact of untimely rain in key markets.
    Auto & Auto Ancillary: Strong quarter, H2FY18 outlook positive too
    Prabhudas Lilladher | Published: 29 Nov 2017
    Q2FY18 performance for most companies in the Auto and Auto Ancillary sectors surpassed our expectations. While OEMs across segments benefitted from the mismatch in the festive season leading to strong ...
    Oil & Gas: Green corridors, BS-VI, and new cities to drive growth
    Motilal Oswal | Published: 29 Nov 2017
    The first wave of volume growth came in when the government granted top priority to city gas distribution companies (CGDs) for allocation of cheaper domestic gas in 2014.
    Pharmaceuticals Q2FY18 Results Review
    Prabhudas Lilladher | Published: 28 Nov 2017
    Generics continue to be under pricing pressure and see higher competitive intensity. Average price erosion were 2-4% QoQ and 8-12% YoY.Benefits from key launches: gRenvela tabs/PFOS (Aurobindo), gStrattera (Aurobindo, Glenmark), ...
    Agrochemicals Q2FY18 sector review: Volume led revenue growth, aided by post GST restocking
    Prabhudas Lilladher | Published: 23 Nov 2017
    Domestic Agrochem industry is estimated to have grown in high single digits predominantly a function of volume growth and no/marginal price increases on a high base of last year, GST ...
    Pharmaceutical Sector Update: Outlook continue to remain a bit muted
    Equirus Securities | Published: 22 Nov 2017
    Outlook for Indian pharmaceutical companies continue to remain a bit muted given multiple headwinds in their core markets of US and India and dwindling margins, with higher R&D investments. This ...
    Cement: Beats estimate; Sustainable earnings upcycle a year away  
    Prabhudas Lilladher | Published: 21 Nov 2017
    Cement companies in our coverage universe reported earnings above our expectation. Beat in earnings was led by higher than expected realisations and lower costs due to elimination of local taxes ...
    India Financials: Loan growth trends improving gradually
    Prabhudas Lilladher | Published: 03 Nov 2017
    RBI’s monthly sectoral deployment data continues to show gradual uptick in credit offtake from banking. Growth improved to 6.1% YoY in Sep’17 which had dipped to 4.5% YoY in Apr’17.
    Auto Volumes Oct’ 17 – Seasonal Mismatch
    Prabhudas Lilladher | Published: 03 Nov 2017
    Volumes of most automobile companies witnessed marginal growth in October 2017, mainly due to a slight mismatch in the festival season (Diwali was in mid-October 2017 versus End‐October 2016). However, ...
    Power and Capital Goods Sector Q2FY18 results preview: Decent Operational Performance Expected
    Reliance Securities | Published: 17 Oct 2017
    All-India power demand rose by 5.3% YoY to 303bn units in 2QFY18 compared to 287bn units and 307bn units in 2QFY17 and 1QFY18, respectively led by 6.1% YoY rise ...
    Pharma Sector Q2FY18 results preview: Sequential Improvement Expected; Long-term Prospects Remain Intact
    Reliance Securities | Published: 17 Oct 2017
    The pharmaceutical companies under our coverage universe are expected to report a muted performance on YoY basis in 2QFY18 due to multiple headwinds in the US led by increasing pricing ...
    Q2FY18 Result Preview: Earnings to remain subdued in the Banking Sector
    Motilal Oswal | Published: 09 Oct 2017
    The key factors expected to impact earnings for the quarter are: (a) tepid corporate loan growth, (b) excess liquidity chasing quality credit (pressure on yields), and (c) progress on stressed ...
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