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AL introduces Guru & Partner IOB on turnaround path AL secures orders for 3600 buses Eyes strong growth in 2016-17 It takes two to tango E.I.D Parry (India) Ltd: another sweet year When small is not so beautiful… Daimler’s truck exports from Chennai cross 5000 units ITC chairman calls for policy impetus to transform agriculture M & M unveils driverless technology for tractors Hindalco – re-rating AL wins Deming prize again New India Assurance posts impressive show Wabco launches safety system Singur minus Nano – victory or folly? Toyota and Suzuki to introduce EVs in India by 2020 Back in growth mode LVB posts 31 per cent growth in Q1 net profit Tata gets 4-star rating for Zest L&T bags the Mumbai Trans-harbour link order TI Cycles plans retail expansion to drive sales for premium bicycles Aurobindo Pharmacy: good turnaround Chinese smart phones flourish in small towns too! Preparing for the next growth curve Tata Steel, ThyssenKrupp sign MoU to merge European units Vellayan is back, after 150 days The gainers and the losers Solar installations exceed 2015 capacity in five months Sundram Fasteners rejigs international HPCL plans Rs.61,000 crore capex over 5-years Tata Motors joins compact SUV bandwagon with Nexon Tata Motors charts investments in PV and CV businesses RoC in the dock... Smartphone onslaught by Chinese brands TVS Srichakra plans capacity expansion Are they really independent? He excels in the nuts and bolts of entrepreneurship Shriram Life clocks more than Rs.1000 crore premium in 2015-16 Daimler grows sales and share in India Emami – a new growth mantra The unexpected exit Bajaj Finserv – Q1: fare well Welcome focus to improve rural India... PSU non-life firms seek to protect share Dish TV – subscriber additions encouraging Last stages A welcome initiative-even critics are recognised V-Guard launches app-enabled water heater system Ode to Ratan Tata Titan Company – sales recovery to kick in Land wars TN government keen on revival of operations at Nokia complex Smooth sailing of SAIL PPP model for infrastructure development Mercedes-Benz sales continue to zoom Hyundai India achieves 7 mn production at Chennai factory Michelin to double Chennai capacity L & T’s floating dock for navy Right to privacy – now it’s fundamental! Consolidating leadership position in smartphones CAPITAL NOTES Increasing market share Hyundai to focus on SUVs and AMT variants L & T set bigger ambitions in defence business Maruti – for young buyers Gamesa to set up a plant in Nellore Sivasankaran enters taxi space to take on Uber and Ola Is this a generation gap? Ponni Sugars (Erode) Ltd: not so sweet 2012-13 L&T profit up by 11 per cent 29 per cent jump in TCS revenues Forging industry worried over lower supply of steel and its price Tata Motors bets on new launches Carnival Films acquiring 3000 screens pan India A niche in FMCG business... Nissan exit shouldn’t affect ALL Record two-wheeler sales Yamaha unveils scooter boutique Housing demand revival TVS Automobile invests Rs.75 crore in start-up firms Tata Motors aims to be among the Top 3 global CV & PV firm Kone India eyes further growth in elevator market ITC – steep excise hike Rane targets Rs.5500 crore topline by 2018-19 From the toughest to the best year
 
Hindalco – re-rating

Alcoa’s Q2 earnings release has forecasted auto sheet revenue of US$ 1.3 bn by 2018 (negligible currently), indicating global auto aluminium sheet market is set to accelerate. Hindalco’s subsidiary Novelis is a leader in this market with over 50 per cent market share. The multi-fold jump in aluminium auto sheet market is expected to be driven by auto companies which need to meet stringent fuel efficiency norms.

Source: Axis Capital


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