Buy: Strong y-o-y growth ready to kick off Buy: A fair performance in a challenging macro 3Q17 a small miss with higher selling cost and flat JVs' earnings growth Buy: Q2FY18 - Outlook positive despite earnings miss Buy: Complex/specialty R&D investments continue Morning Meeting Notes Reduce: It all boils down to execution Hold: A well-oiled machine Maintain Hold: A mixed result amid headwinds Hold: Solid earnings largely on non-recurring drivers;growth potential already priced-in