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Grasim Industries (Deutsche Bank) Are VSF prices stabilizing? |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 2 Aug 2011 | hold | 2379 | 2195 | Deutsche Bank Report | |
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Grasim Industries (Citi) 1Q: A Good YoY Performance; Some Roadblocks Ahead |
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1QFY12 PAT grows 31%;UltraTech Cement - ~74% of sales; 72% of EBITDA;VSF 18% of sales; 23% of EBITDA;Maintain Buy | Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Aug 2011 | buy | 3010 | 2195 | Citi Report | |
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Grasim Industries (Sharekhan) Price target revised to Rs2,630 |
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Apple Green
Stand-alone performance in line with estimates, impressive performance of UltraTech exceeds consolidated estimates
Revenue growth driven by strong performance of cement and chemical divisions
Margin improved YoY due to an increase in the realisation across business segments | Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Aug 2011 | buy | 2630 | 2195 | Sharekhan Report | |
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Grasim Industries (Emkay) VSF earnings growth to peak out – valuation inexpensive |
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1QFY12 EBIDTA marginally lower- Volatility in VSF prices drag volumes;Higher other income & lower tax drive better than expected PAT;Better show from Ultratech helps conso net profit growth of 31% yoy;Grasim Standalone earnings losing momentum – but valuation remain inexpensive - ACCUMULATE | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | accumulate | 2600 | 2193 | Emkay Report | |
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grasim industries (HDFCSec) Result Update 2011.05 |
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grasim industries (MorganStanley) F4Q11: A Strong Quarter; Remain OW |
Standalone earnings of Rs3.9bn for QE Dec-11, ahead of our estimate
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 13 May 2011 |
overweight |
2750 |
2361 |
MorganStanley Report |
Yahoo Link+NSE Link+Reuters Link+Reuters India Link+Google Link+DSR Search
Reports.DesiStockResearch.com |
|
grasim industries (GoldmanSachs) Above expectations: Cement and VSF see margin recovery |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 13 May 2011 |
buy |
2984 |
2308 |
GoldmanSachs Report |
Yahoo Link+NSE Link+Reuters Link+Reuters India Link+Google Link+DSR Search
Reports.DesiStockResearch.com |
|
grasim industries (Emkay) Cautious on VSF price outlook-Maintain Accumulate |
Strong competing fibre s prices fuel 30% jump in VSF realizations, driving best ever VSF EBIDTA, +41.4% yoy; Consolidated revenues improve 18.7% yoy- net profit up 20%
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 12 May 2011 |
accumulate |
2672 |
2362 |
Emkay Report |
Yahoo Link+NSE Link+Reuters Link+Reuters India Link+Google Link+DSR Search
Reports.DesiStockResearch.com |
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grasim industries (CreditSuisse) Mar-11 results preview -- price hikes to result in sequentially strong quarter |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 19 Apr 2011 |
outporform |
2604 |
2522 |
CreditSuisse Report |
Yahoo Link+NSE Link+Reuters Link+Reuters India Link+Google Link+DSR Search
Reports.DesiStockResearch.com |
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grasim industries (MorganStanley) Structurally Positive; But Wait For Better Entry Point; In-Line |
Grasim is the top pick in our group.
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 13 Apr 2011 |
overweight |
2675 |
2530 |
MorganStanley Report |
Yahoo Link+NSE Link+Reuters Link+Reuters India Link+Google Link+DSR Search
Reports.DesiStockResearch.com |
