ET NOW POLL
Bank of India FY15 3Q preview
NII at `3120 cr vs `2719 cr, up 14.7% yoy
PAT at `840 cr vs `586 cr, up 43.4% yoy
ET NOW POLL
DLF Q3 PREVIEW (YoY)
Net sales seen at `2040 cr vs `2058 cr, down 1%
Net profit seen at `130 cr vs `145 cr, down 10%
ET NOW POLL
L&T Q3 PREVIEW (YoY)
Consolidated
Net sales seen at `23770 cr vs `22007 cr, up 8%
Net profit seen at `1070 cr vs `750 cr, up 43%
ET NOW POLL
L&T Q3 PREVIEW (YoY)
Standalone
Net sales seen at `15740 cr vs `14387 cr, up 9%
Net profit seen at `1220 cr vs `1136 cr, up 7%
HSBC on Jet Airways
Maintain Overweight, Target `600
Losses reduced on higher load factor and lower fuel price
Bofa ML on Godrej Consumer
Strong overall performance; lower op costs aid margins
See a strong FY16 led by better demand and better margins
JPM on Tata Steel
Cut FY15 - 17 EBITDA by 7 -13%, EPS by 10 - 49%
JPM on Tata Steel
Cut target to `590 from `630, Maintain Overweight
Sharp miss in India EBITDA/t driven by higher iron ore
CS on NMDC
Cut target to `114 from `126, Maintain Underperform
Must strike balalce between profit maximisation, competitive customers
CLSA on Gail
Recovery in core business remains elusive
Company is in CLSA's Asia utilities conviction SELL list
Cut target to `360 from `375, Maintain Sell
Risks: Further inventory writedown, falling crude
Bank of India FY15 3Q preview
NII at `3120 cr vs `2719 cr, up 14.7% yoy
PAT at `840 cr vs `586 cr, up 43.4% yoy
ET NOW POLL
DLF Q3 PREVIEW (YoY)
Net sales seen at `2040 cr vs `2058 cr, down 1%
Net profit seen at `130 cr vs `145 cr, down 10%
ET NOW POLL
L&T Q3 PREVIEW (YoY)
Consolidated
Net sales seen at `23770 cr vs `22007 cr, up 8%
Net profit seen at `1070 cr vs `750 cr, up 43%
ET NOW POLL
L&T Q3 PREVIEW (YoY)
Standalone
Net sales seen at `15740 cr vs `14387 cr, up 9%
Net profit seen at `1220 cr vs `1136 cr, up 7%
HSBC on Jet Airways
Maintain Overweight, Target `600
Losses reduced on higher load factor and lower fuel price
Bofa ML on Godrej Consumer
Strong overall performance; lower op costs aid margins
See a strong FY16 led by better demand and better margins
JPM on Tata Steel
Cut FY15 - 17 EBITDA by 7 -13%, EPS by 10 - 49%
JPM on Tata Steel
Cut target to `590 from `630, Maintain Overweight
Sharp miss in India EBITDA/t driven by higher iron ore
CS on NMDC
Cut target to `114 from `126, Maintain Underperform
Must strike balalce between profit maximisation, competitive customers
CLSA on Gail
Recovery in core business remains elusive
Company is in CLSA's Asia utilities conviction SELL list
Cut target to `360 from `375, Maintain Sell
Risks: Further inventory writedown, falling crude
