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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
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Today's Call
1. Buy Punj Lloyd Ltd at Rs.20.65, T: Rs.27-28, SL: Rs.19.60.
Punj Lloyd posted its Q3FY17 standalone results on February 11, 2017. Company’s
Photo: The ET
standalone revenue for the quarter came in at Rs. 997 crores, registering marginal 1.1% yoy decrease. This was in the wake of 2.7% yoy decline in revenues from EPC services that contributed nearly 93% to revenues.
EBITDA for the quarter came in at Rs 8.8 crores as against EBITDA loss of Rs 12.3 crores posted in Q3FY16. Company’s total expenses dropped 4.3% yoy to Rs 1018 crores.
Company posted a net loss of Rs 232 crores as against a net loss of Rs 309 crores in Q3FY16. The recovery in losses was driven by 122.5% yoy increase in other income. Company also posted a decline of 13.3% yoy in finance costs. However, finance cost stands very high at Rs 224 crores. [Source: India Infoline]

2. Those who have bought Reliance Infrastructure Ltd (Rs.533) yesterday, at Rs.528, can continue to hold positions for targets of Rs.545-552-571. The company as expected came out with good FY18Q3, numbers, which should propel the stock to higher levels.

3. Those who have entered Reliance Power at Rs.44.60, can continue to add in any intra-day dip for targets of Rs.47-51. There is no need to keep SL.

4. I hope most of you have booked profits in Future Enterprises Ltd at around Rs.30.80. The stock could come down to Rs.20-21, before moving up. The scrip if you remember was recommended at around Rs.17.50-18, last month.

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