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Reports Archive
Date Heading Pages Author Download
Jan-17 Fresh orders to drive EPC growth; passenger traffic unscathed 10 Anand Rathi
Jan-17 3QFY17E Results Preview 8 HDFC Securities
Oct-16 Infra day takeaways: Good days coming ahead 14 Edelweiss Securities
Sep-16 Tweaked arbitration norms bring relief to sector 5 Edelweiss Securities
Jul-16 Indian Road Sector- Increase in Pace of Award and Execution 4 Care Ratings
Jul-16 Building materials : Tiles sector - Dealer insight: Kajaria, Somany best bets 9 Emkay Research
May-16 InfraTrack 32 Emkay Research
Apr-16 InfraTrack 33 Emkay Research
Apr-16 An attempt towards higher indigenization and tighten delays 9 Emkay Research
Mar-16 IDFC Infra Pulse 18 IDFC Securities
Mar-16 InfraTrack 31 Emkay Research
Mar-16 Sluggish results 10 Edelweiss Securities
Feb-16 Remarkable amidst funding constraints 12 Edelweiss Securities
Feb-16 InfraTrack 31 Emkay Research
Feb-16 A quarter of earnings reset, order intake remains crucial 26 Emkay Research
Jan-16 Slowdown in order awards 17 IDFC
Jan-16 InfraTrack 31 Emkay Research
Jan-16 Strong quarter, outlook upbeat 5 Religare Research
Jan-16 Bridging the chasm...long road ahead 208 Emkay Research
Dec-15 On right Track! 2 Prabhudas Lilladher
Dec-15 InfraTrack 29 Emkay Research
Dec-15 India Roads 119 Anand Rathi
Nov-15 Traction in order flows from road sector 17 IDFC
Nov-15 Policy boost for Road sector! 14 Prabhudas Lilladher
Nov-15 Regulatory largesse continues for road sector 9 Edelweiss Securities
Nov-15 Steady revenue growth, Working capital stress yet to peak 22 Emkay Research
Nov-15 InfraTrack 28 Emkay Research
Oct-15 InfraTrack 28 Emkay Research
Sep-15 Mumbai metro mission gains momentum 26 Emkay Research
Sep-15 InfraTrack 27 Emkay Research
Sep-15 Roads get regulatory leg up 9 Edelweiss Securities
Aug-15 InfraTrack 28 Emkay Research
Aug-15 Earnings stable, Order inflow visibility improves 22 Emkay Research
Aug-15 Mumbai Metro: On the fast track 11 Edelweiss Research
Aug-15 Road sector: Making a grand comeback 53 Edelweiss Research
Jul-15 InfraTrack 28 Emkay Research
Jul-15 Delhi visit takeaways: Project awards on upswing 30 Edelweiss
Jun-15 Hyderabad visit takeaways: Balance sheet focus on the fore 23 Edelweiss
Jun-15 InfraTrack 26 Emkay Research
Jun-15 Construction & Infrastructure 16 Emkay
Jun-15 Ready for a long ride! 17 Prabhudah Lilladhar
Jun-15 Tapping PPP to accelerate road development 6 Emkay Research
Jun-15 Construction & Infrastructure 17 Emkay Research
May-15 InfraTrack - May 26, 2015 25 Emkay Research
Apr-15 InfraTrack 30 Emkay
Apr-15 Meeting with Tariff Authority for Major Ports 4 Emkay
Mar-15 Construction & Infrastructure - InfraTrack 25 Emkay
Feb-15 InfraTrack 25 Emkay
Feb-15 Steady performance 17 Emkay
Feb-15 InfraTrack 34 Emkay Research
Jan-15 InfraTrack 34 Emkay Research
Jan-15 India Construction 5 Anad Rathi
Nov-14 Infrastructure - Haryana: Stressing on road development 3 Emkay Research
Oct-14 India Infrastructure Sector ......Crossing the Chasm 124 Emkay Research
Oct-14 India Construction - Execution, the key 4 Anand Rathi
Jul-14 Construction - SEBI issues draft guidelines for InVITs 3 Emkay Research
Jul-14 India Construction - Building hope 4 Anand Rathi
Jul-14 Building Materials - Sector Update 13 Centrum
Jul-14 Construction - NHAI targets 6000 km of tendering 26 Emkay Research
Apr-14 India Infrastructure Insights 16 Citi
Feb-14 Bulging working capital cause for concern 16 Anand Rathi
Jan-14 Construction - Premium Restructuring May Not be enough 4 Emkay Research
Jan-14 India Construction - Long-term outlook intact 12 Anand Rathi
Jan-14 Government new capex picks up as private sector remains elusive 8 Goldman Sachs
Oct-13 Construction - Strengthening the Weak Links 32 Emkay Research
Sep-13 Indian Airports - Turbulence ahead, need to fasten the belt 16 Prabhudas Lilladher
Aug-13 India: Construction: Infrastructure Update 13 Goldman Sachs
Jul-13 India Infrastructure Insights #29 13 Citi
Jun-13 CONSTRUCTION - Delhi visit takeaways: Road, DFC project award on track 10 Edelweiss Research
Apr-13 Q4FY2013 Construction earnings preview 4 Sharekhan
Apr-13 Capex data shows no sign of recovery just yet; prefer bellwether 6 Goldman Sachs
Mar-13 CONSTRUCTION Sector Update 3 CARE Ratings
Mar-13 ROADS Sector Update 2 CARE Ratings
Feb-13 Indian Road Sector- Need a Nodal Dispute Resolution Authority 4 CARE Ratings
Jan-13 India Industrials - Slowly limping towards normalcy 19 Anand Rathi
Jan-13 India Infrastructure Insights # 24 25 Citi
Jan-13 India Construction - Subdued profit growth to continue 13 Anand Rathi
Nov-12 India Infrastructure Insights # 23 14 Citi
Oct-12 Investment cycle continues downward trend but reversal hopes rise 8 Goldman Sachs
Oct-12 Profit growth marred by interest expense 7 Anand Rathi
Sep-12 Infrastructure - Back in favour 20 Edelweiss Research
Sep-12 Data update: Minor estimate changes post 1QFY13 results 5 Goldman Sachs
Sep-12 Election booster: misplaced hopes 4 IIFL
Sep-12 Infrastructure : Indian Airports - An Update 15 Prabhudas Lilladher
Sep-12 Bull'eye: DFCC optimistic on meeting targets 2 Edelweiss
Aug-12 Infrastructure-Roads : Work In Progress ! 11 Emkay Research
Aug-12 Roads and highways - Colossal opportunity 70 ICICI Securities
Jul-12 India Infrastructure Insights - 19 19 Citi
Jun-12 CONSTRUCTION : Highway to growth 4 Edelweiss Research
Mar-12 Infrastructure-Roads : Competitive intensity subsides 10 Emkay Research
Dec-11 NHAI meet takeaways 3 Edelweiss Securities
Oct-11 2QFY12 results preview: High interest costs and working capital cycle to impact profitability 6 Credit Suisse
Oct-11 Q2FY12: Asset owners to fare better than contractors 5 Religare Research
Oct-11 Tough execution environment prompts earnings downgrade 8 IDFC
Oct-11 Q2FY2012 Construction earnings preview 4 Sharekhan
Sep-11 India infrastructure 58 Nomura Equity Research
Sep-11 Lacking catalysts but challenging environment priced in 58 JM Financial
Sep-11 At The Bottom? 29 Citi
Aug-11 And they all fall down 9 Angel Broking
Jul-11 New Project Announcements Are Correlated to Order Inflows 9 Citi
Jul-11 Q1FY2012 Construction Earnings Preview 4 Sharekhan
Apr-11 Expect better Q4 vs 9MFY11; but orderintake disappoints 7 Centrum Research
Mar-11 Pick-up in road project awards likely; reiterate Buy on IRB and ILFT 22 Goldman Sachs
Mar-11 Infrastructure And Construction 56 Nomura Financial
Mar-11 Construction - The road so far… 19 Prabhudas Lilladher
Mar-11 Impact of Tohoku Pacific (Sendai) earthquake 7 Nomura
Feb-11 Near-Term Concerns, But Valuations Begin To Appear Reasonable 65 Goldman Sachs
Nov-10 Result Review - All eyes on 3QFY2011 11 Angel Broking
Oct-10 Is The Underperformance A Buying Opportunity Or Should You Wait More? 7 Edelweiss Research
Sep-10 Concerns overdone; risk-reward ratio favourable 48 IDBI
Sep-10 Road Development In India 10 Emkay
Sep-10 Road Development: Tackling the softer issues 9 Edelweiss Securities Ltd.
Jul-10 NHAI Projects: Large Opportunity But Prudence Required 8 Edelweiss
Mar-10 NHAI Proposes Changes To Eligibility Norms; Beneficial For Bigger Players 7 Edelweiss
Nov-09 Construction - Regulatory makeover to speed-up NHAI project award 10 Edelweiss
Feb-09 Feeling The Heat 7 Edelweiss
Jan-09 Construction Dusk befor dawn 130 Edelweiss Securities
Dec-08 The Big Fix: Infrastructure - Update 1 20 Citi
Nov-08 Construction - Liquidity crunch: an impact analysis 5 Edelweiss
May-08 Construction - Feeling The Heat, But Have Got It Covered 5 Edelweiss
Apr-08 Construction Q4FY08 Preview 7 Edelweiss
Jun-07 Construction-Sector Update 12 FinQuest
Mar-07 Construction Companies Update 96 Edelweiss
Mar-07 Construction companies Update 3 Prabhudas Lilladher
Mar-07 Jawbreaker 5 Edelweiss
Feb-07 Construction Sector Update 3 Prabhudas Lilladher
Feb-07 Sector Update - Construction 114 Emkay Securites
Dec-06 India Equity Research - Infrastrure 7 Edelweiss
Nov-06 B L Kashyap Sons Analyst Call Transcript 15 B L Kashyap
Nov-06 Simplex-Infrastructure Analyst Call Transcript 16 Simplex-Infrastructure
Oct-06 Madhucon Projects Analyst Call Transcript 16 Madhucon Projects
Nov-06 Madhucon Projects Investors/Analysts Conference Call 16 Madhucon Projects
Oct-06 Larsen & Toubro Limited Analyst Presentation H1 07 29 Larsen & Toubro Limited
Sep-06 Hyderabad Visit Note 10 Prbhudas Lilladher
Aug-06 Construction 37 Edelweiss
Jun-06 Construction in 10th Plan 6 10th Five Year Plan
Jun-06 Power in 10th Plan 34 10th Five Year Plan
Jun-06 Real Estate in 10th Plan 18 10th Five Year Plan
Jun-06 Transportation in 10th Plan 78 10th Five Year Plan