Crompton Greaves: Management meeting: much potential but needs time to materialize:: Kotak Securities (PDF link)

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Crompton Greaves: Management meeting: much potential but needs time to
materialize
` Realigning the global manufacturing base (more low-cost sourcing)
` Increased integration in the group; potential for margin expansion in
overseas subsidiaries
` Cross-selling Indian manufacturing and leverage recent global solution and
technology acquisitions
` FY03-08 investment cycle allowed acquisitions with no integration; QEI
different from original idea
` Retain estimates and ADD rating giving partial benefit of doubt on potential
for improvement


http://www.kotaksecurities.com/pdf/indiadaily/indiadaily24022012.pdf