ABBOTT INDIA

1) AN EXPECTED GROWTH OF 17% REVENUE AND 18% PAT IS EXPECTED BY MAJOR

EVALUATION COMPANIES
2) REASON FOR GROWTH STEMS FROM REVITALIZATION OF HERITAGE BRANDS AND PRIMARY
HEALTH CARE BUSINESS (TOP 15 BRANDS CONTRIBUTE 50% OF THE TOTAL REVENUE) THE
 ANTICIPATION OF 14% CAGR WITH NOVO NORDISK SEGMENT IS EXPECTED TO REGISTER
18% CAGR
3) NUMEROUS NEW PRODUCTS ARE INTRODUCED BY THE FIRM OFF LATELY
4) COMPANY FOLLOWS A DIFFERENTIATED APPROACH WITH DOCTORS AND PATIENT
ENGAGEMENT INITIATIVES

CYIENT INDIA LIMITED

1) THE COMPANY HAS CONFIRMED THE CLIENT SPECIFIC ISSUES IN AEROSPACE AND DEFENSE
AND COMMUNICATION VERTICALS ARE LARGELY BEHIND IT AND THE COMPANY IS
CONFIDENT OF RAMP UP IN THESE VERTICALS
2) THE COMPANY HAS REPORTED THAT THEIR INITIATIVES AS REGARDS WITH S3 STRATEGY-
SERVICE, SYSTEM AND SOLUTION WOULD HELP TO GROW IN MEDIUM AND LONG TERM
3) HIGH FOCUS ON CAPITAL DEPLOYEMENT RECENTLY AND ALSO REITERATION OF DIVIDEND
PAYOUT POLICY OF 40%
4) COMPANY IS PURSUING M&A ACROSS EMBEDDED SOFTWARES, CONNECTED ASSETS AND
MECHANICAL MANUFACTURING AND DLM WITH AN ESTIMATED INVESTMENT OF $400 MN
INCLUDING THE MERGERS

HUL
1) STRONG PORTFOLIO FOCUS AND CREATING FUTURE CATEGORIES AND INVESTING IN
MARKET DEVELOPMENT (CONTRIBUTING AROUND 20% OF ITS SALES AND THEY ARE
GROWING AT 2X THE PACE OF THE MARKET)
2) HAIR CARE FROM HUL IS THE LARGEST BRAND IN THE COUNTRY AND HAD WITNESSED THE
MARKET SHARE GAINS OF 560 BPS OVER THE PAST FEW MONTHS
3) MARKET SEGMENT GROWTH OF WASHING POWDER IS 2X WHILE THAT OF SURF EXCEL
WHICH IS THE PREMIUM SEGMENT POWDER FROM HUL IS OVER 3.6X
4) THE COMPANY HAS BEEN NUMBER ONE IN SEGMENTS SUCH AS : SKIN CARE, HAIR CARE,
ORAL CARE ETC
5) COMPANY’S TEA PORTFOLIO IS RISEN BY 2X IN LAST THREE YEARS, WITH A 2.5X RISE IN
URBAN AND OVER 1X IN RURAL INDIA
6) IN THE PAST ONE YEAR COMPANY’S PRICE PERFORMANCE IS 66.7% AS COMPARED TO
NIFTY’S PERFORMANCE OF 29.1%

TITAN COMPANY LIMITED

1) THE TEAM AT INVESTOR MEET PLANS ON DELIVERING A TRONG REVENUE GROWTH BY THYE
END OF 2020 OF 22 % TAREGETTED MAJORLY ON JEWELLRY
2) THE COMPANY HAS PLANNED ON AN ACCELRATED STORE EXPANSION PROCESS (71 NEW
STORES BY 2020) INDICATING A CAPITAL INVESTMENT) WITH 45-50 STORES IN NEW TOWNS
3) EXPECTATION OF 40% HIGHER WEDDING DAYS, LEADING TO FEULLING OF GROWTH
4) TARGETTING THE 4X GROWTH IN ENGAGEMENT JEWELLRY IN REVENUE TILL 2020
5) EVEN THE WATCHES SEGMENT HAVE WITNESSED 12% YOY VOLUME GROWTH
6) NEW RANGES SUCH AS MIA AND ZOYA TO TARGET THE NEW SEGMENT LEADING TO MORE
MARKET PENETRATION
7) INCREASING IVESTMENTS IN CARATLANE AND THE COMPANY PLANS TO HAVE A TARGET
REVENUE OF Rs 15 Bn BY FY 2023

MARICO IN
1) SUSTAINED DROP IN COPRA PRICES, BY AN ESTIMATED 10% (HISTORICAL CHANGES) WILL
LEAD TO AN INCREASED GROWTH (THE EXACT OPPOSITE HAPPENED WITH THE COMPANY IN
2017)
2) EPS FORECASTS FOR THE COMPANY BY VARIOUS AGENCIES ARE OVER 3-5% FOR THE NEXT
ONE YEAR
3) THE COMPANY’S RAW MATERIAL PRICES CORRELATED WITH THE COPRA PRICES AND THE
FUTURE PREDICTS NO SUCH PARACHUTE COCONUT OIL PRICE REDUCTION THE COMPANY IS
EXPECTED TO WITNESS A 228 BPS YOY EXPANSION IN THE NEXT ONE YEAR (FROM AMP AND
JP MORGAN)

NESTLE
1) THE COMPANY HAS SHOWN SIGNIFICANT IMPROVEMENT IN OPERATING MARGINS (IN THE
BAND OF 23-24%).
2) DOMESTIC REVENUE GROWTH OF 10% YOY(PUSHED BY VOLUME GROWTH) AND HIGH
INNOVATION INTENSITY WHICH IT STRUGGELED WITH IN THE PREVIOUS QUARTERS
3) CURRENTLY WORKING ON 2-3 DOZEN NEW PRODUCTS WITH A FAIRLY AGGRESSIVE
PERFORMANCE BY OLD PRODUCTS SUCH AS MAGGI KITKAT AND MUNCH, HAS MAINTAINED
THE MARKET MOMENTUM FAIRLY STRONG
4) COMPANY HAS ENTERED FOUR NEW CATEGORIES IN THE PAST 12 MONTHS. OUT OF THE
TOTAL 40 NEW PRODUCTS LAUNCHED THE COMPANY HAS SUSTAINED ITSELF
SIGNIFICANTLY IN 25 OF THE PRODUCTS WHICH CONTRIBUTE TO OVER 4% OF THE MARKET
SHARE FOR THE COMPANY.
5) COMPANY HAS IN THE LAST ONE YEAR PERFORMED WITH AN ABSLUTE PERFORMANCE OF
6.8% AS COMPARED TO THE BSE 30 INDEX’S PERFORMANCE OF 4.3%

MINDTREE LTD
1) THE EBITDA ROSE FROM 3093 MN AS AGAINST 2964 MN SHOWING A RISE OF ALMOST 5%
IN ONE YEAR, EVEN THE PBT AND NET PROFIT HAVE SHOWN CONSISTENT RISE OF 6.4% AND
8.9% RESPECTIVELY SHOWING A STABLE AND SLOWLY IMPROVING FINANCIALS.
2) COMPANY IS EXTENDING DEEPLY INTO CLOUD MIGRATION SERVICES FOR VARIOUS LARGE
HOSPITALITY COMPANIES SHOWING A STRONG PREENCE IN THE MARKET
3) COMPANY HAS ACQUIRED NEW CLIENTS IN SPORTS RETAILS, HEATHCARE, WEB HOSTING
COMPANIES FOR AREAS SUCH AS INFRA AND APPR PROVIDERS STRATEGIC ENGINEERING
ETC
4) THE INDUSTRY IN WHICH THE COMPANT OPERATES IS ALSO EXPECTED TO HAVE A ROBUST
GROWTH OF AROUND 9% YOY, AND SINCE INDIA IS THE TOPMOST OFF SHORING
 DESTINATION FOR IT COMPANIES ACROSS THE WORLD THE PROSPECTS OF MINDTREE LOOK
FAIRLY BRIGHT
5) EVEN THE NET SALES AND PAT OF THE COMPANY ARE EXPECTED TO GROW AT A CAGR OF
16% AND 26% RESPECTIVELY

INFOSYS
1) THE COMPANY IS CONSISTENLY ADDING MORE AND MORE CLIENTS IN THE HIGHER
BANDS, FOR EXAMPLE 2 CLIENTS IN THE $100 MN+ BAND, 1 IN $50 MN+ BAND, 8 IN $10
MN+ BAND
2) THE COMPANY’S REVENUE ON OFFSHORE HAS SEEN A POSITIVE OUTLOOK
CONSISTENTLY
a. NORTH AMERICA- 3.7%
b. EUROPE- 1.4%
c. COMMUNICATION REVENUE- 16.6%
3) THE COMPANY IS EXPECTING A GROWTH OF 7.5%-9.5% WHICH IS ALMOST BACKED BY
VARIOUS AGENCIES OF AROUND 8-10%
4) COMPANY HAS SHOWN EXTREMELY GOOD RESULTS IN THE PAST ONE YEAR, 28.7%
STOCK PERFORMANCE AS COMPARED TO THAT OF 5.4% BY SENSEX

TCS
1) TCS USES THEIR INHERENT CONTEXTUAL KNOWLEDGE OF THE BUSINESS TO DESIGN
SOLUTIONS THAT ARE UNIQUELY TAILORED FOR ITS CLIENTS, ITS LOCATION
INDEPENDENT AGILE METHOD & MACHINE FIRST DELIVERY MODEL HAS GIVEN IT
SIGNIFICANT CUSTOMER MINDSHARE
2) THE COMPANY HAS BEEN USING LOWER ATTRITION RATE TO PRODUCE BETTER
OUTCOME FOR THE CUSTOMERS CONSISTENTLY
3) COMPANY HAS BAGGED TOTAL CONTRACT VALUES OF OVER $6.5BN DESPITE
WORSENING MACRO INDICATORS ACROSS THE GLOBE SHOWING ITS STRONG PRESENCE
AND CLIENTS’ TRUST IN THE FIRM
4) THE COMPANY HAS REPORTED A GROWTH OF 1.8% QOQ WHILE IN CONSTANT
CURRENCY TERMS THE GROWTH HAS BEEN OVER 2.4% QOQ
5) THE EXPECTED SALES FOR THE COMING YEARS AS REPORTED BY VARIOUS AGENCIES IS
CLOSE TO Rs 162200 Cr UP FROM 146400 SHOWING AN EXPECTED GROWTH OF
AROUND 11%