Category: Analyst Meet Notes


We had a meeting recently with the management of Lemon Tree Hotels. The key takeaways are as follows: 1. Occupancy rate and ARR continue to improve.
Jan. 15, 2019, 11:50 a.m.
Publisher: nirmalbang.com

'Hiring has been strong due to demand and double-digit growth,' says TCS management while discussing Q3 FY19 estimates in an EXCLUSIVE conversation with ET Now.
Jan. 11, 2019, midnight
Publisher: youtube.com

A leading Stock Broking Firm in India offering services like Derivative Broking, Investment Banking, Corporate Advisory, Share Trading & Margin Finance.
Jan. 4, 2019, 11:45 a.m.
Publisher: plindia.com

We interacted with the management of UltraTech Cement (UTCEM) recently to understand its overall business plan and the strategy to ramp up newly acquired assets of Binani Cement.
Dec. 28, 2018, 11:49 a.m.
Publisher: nirmalbang.com


We recently met the Management of M&M. Post Management meet, we retain our volume and earnings estimates for M&M. Based on its core earnings, M&M stock is currently trading at 10.9x FY20E earnings.
Dec. 28, 2018, 11:48 a.m.

We had a meeting with the management of KEI Industries (KEI) recently to get the latest business update.
Dec. 24, 2018, 11:35 a.m.
Publisher: nirmalbang.com

BFL supplies engine and chassis components for CV applications across North America, EU and Asia. US Class 8 market contributes 15% to its sales.
Dec. 24, 2018, 11:02 a.m.

Voltas’ 1HFY19 room air-conditioner (AC) sales saw muted growth of 6% as a result of unseasonal rains and hailstorms across North and South India.
Dec. 20, 2018, 11:25 a.m.
Publisher: motilaloswal.com

We hosted a real estate conference recently where we discussed with Mr. Sumit Kasat, head-IR of Mahindra Lifespace Developers regarding the company’s strategy going forward.
Dec. 19, 2018, 11:56 a.m.
Publisher: nirmalbang.com

We met Mr. Naveen Jindal, Chairman of Jindal Steel and Power (JSP) and senior management of SAIL, NTPC and Power Grid in Delhi.
Dec. 18, 2018, 11:53 a.m.
Publisher: motilaloswal.com