UPDATE

CLSA ON JUBILANT FOOD

* Maintain Buy, Target `2000
* SSG could touch even double digits in next 2-4 quarters
* Domino's plans to enter ~100 new towns in the next two years
* Lower input cost inflation to help margins
* Every 1% change in SSG impacts FY16 EPS by ~5%


JP MORGAN ON L&T

* Raise target to `1835 from `1715, Maintain Neutral
* Factors which depressed FY15 performance expected to reverse in FY16
* Order book is supportive of an expected uptick in topline
* Banking on management ability to limit hydrocarbon losses in FY16
* Expect consolidated EPS CAGR is ~17% for FY14 - 18


CREDIT SUISSE ON APOLLO HOSPITALS

* Raise target to `1100 from `1020, Maintain Neutral
* Cut FY16-17 EPS by 8-10% to reflect lower margins in existing hospitals
* Expect consensus to cut FY16/17E EPS by 8/14%
* There is delay in commissioning of new expansions


CITI ON MINDTREE

* Maintain Sell, Target `1125
* Management continues to expect to grow ahead of Nasscom in FY16
* There is some weakness in two large accounts; One should recover in 2 qtrs
* Focus on new logo wins is being stepped up for the next leg of growth
* Expect decent growth to continue in FY16 with some margin headwinds


HSBC ON SUZLON

* Upgrade to Buy from Hold, Target `30 from `32
* Balance sheet restructuring should help regain leadership
* Market is set to double over next three years
* Expect a financial turnaround over FY15-18
* 30% stock fall from 2015 peak has improved risk-reward ratiol