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