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Company alerts |
Infosys: Sikka exit: daunting days ahead |
| Infosys - CEO resignation, stop-gap management change and transition plan | | Task cut out for the Infosys board; it is critical to prevent loss of time and/or momentum | | CEO replacement - big shoes to fill | |
Jubilant Foodworks: AR2017 analysis |
| Full-cycle: EBIT per store: Rs0.8 mn (2009) to Rs3.6 mn (2012; peak) back to Rs0.8 mn in 2017 | |
Sector alerts |
Cement: 1QFY18 - strong price increases yield improved profitability |
| Strong improvement in realizations raises profitability across the board | | Volume trajectory appears modest; still at disconnect with the broader industry data | | A good quarter overall for cement companies led by higher realizations | |
Consumer Products: 1QFY18 review - Muted quarter, but better than subdued expectations |
| 1QFY18 - year off to a subdued start due to GST-led disruption | | Quick thoughts on key parameters | |
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