Rama Phosphate – Stocks To Watch

Rama Phosphate Ltd. Mumbai based Rama Phosphate Ltd is engaged in production of Single Super Phosphate fertilizer (SSP). Until 2009, RPL had been making losses and had become BIFR case.Last year, company had succeeded in implementing CDR Package wherein promoters brought in fresh equity. Now, company has made a strong turnaround in its operations. Last [...]

Great Eastern Shipping – Stocks To Watch

The Great Eastern Shipping Company Ltd. (G E Shipping) ● India’s largest private sector shipping company ● Experience and expertise spanning over 6 decades. ● An enviable global reputation. ● Creating value for customers. The company has two main business : shipping and offshore. The shipping business is involved in transportation of crude oil, petroleum [...]

Western India Shipyard Limited – Stocks To Watch

Western India Shipyard Limited (WISL), India’s largest composite ship & rig repair facility in the private sector is one of the world’s advanced multi-dimensional and multi-purpose yard offering modern, streamlined, sophisticated ship & rig repair facilities and services. WISL’s state-of-the-art Floating Dry Dock has a capacity to repair ships up to 60,000 dwt and to [...]

Oriental Carbon & Chemicals – Stocks To Watch

CMP . 114.00 BSE Code: 506579 Part of the J.P. Goenka Duncan Group Oriental Carbon & Chemicals is the manufacturer of Insoluble sulphur and Sulphuric acid. Insolube sulphur generates 90 % of its total revenue while the balance comes from sulphurica acid. Insolube sulphur is a vulcanizing agent that increases the durability of rubber and [...]

Hindustan Unilever – Stocks To Watch

Hindustan Unilever Ltd. (HUL) reported robust topline growth of 15% y-o-y to Rs 5503 crores, in line with our estimates, with underlying volume growth of 8% & price growth of 7% in the domestic consumer business. Revenue growth for the Domestic HPC was up by 15.3% y-o-y to Rs 4185.7 crores primarily driven by double [...]

icici – stocks to watch

ICICI Bank reported PAT of Rs1,332 crore up 29.8% y-o-y but down 8.3% q-o-q. Net interest income grew 21.1% y-o-y driven by steady loan growth 19.7% y-o-y and relatively lower margin contraction (10bps q-o-q). Reported NIM contracted 10bps q-o-q to 2.6%. Fee income increased 11.7% y-o-y driven by corporate and international banking fees. Cost to [...]

Glenmark Pharmaceuticals – Stocks To Watch

Glenmark Pharmaceuticals Ltd reported good set of numbers for Q1FY12 largely driven by performance all round the segments. Topline grew by 27.4% y-o-y to Rs 868cr which includes licensing income of Rs 111cr. Adjusted Income stood at Rs 756cr which was in-line with our estimates. Performance was mainly seen at Indian, Brazil, US & RoW [...]

Hero Honda Motors – Stocks To Watch

Hero Honda Motors Limited Hero MotoCorp is the world’s largest manufacturer of two – wheelers, based in India. 2010-11 Performance Total unit sales of 54,02,444 two-wheelers, growth of 17.44 per cent Total net operating income of Rs. 19401.15 Crores, growth of 22.32 per cent Net profit after tax at Rs. 1927.90 Crores Total dividend of [...]

3i Infotech – Stocks To Watch

The company reported P&L line items excluding Regulus and J&B software and shown it as part of ‘Discontinuing Operations’ in P&L as against the management indication that Regulus and J&B Software will be shown as part of each line item. Adjusting for these changes revenue grew by 3.4% QoQ and 8.4% YoY to Rs.479.4 crore [...]

Ashok Leyland – Stocks To Watch

Ashok Leyland Ltd reported marginal topline growth of 6% y-o-y to Rs 2495.5 crores, in-line with our estimates, on the back of 10% y-o-y decline in volumes & 18% y-o-y improvement in net realizations. Adj EBITDA remained flat at Rs 235 crores on the back of higher input costs. EBITDA margins declined by 60 bps [...]