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Trai lowering of roaming tariffs likely to have negligible impact on financials as existing headline tariffs are lower
From inflation, central bank shifts focus to rupee stability and capital flows
Company sees revival in discretionary spends and BFSI
Besides kick-starting reforms, govt may have to look at sovereign bonds & hike debt limits for FIIs to manage currency
Project cost and return ratios may get hit if clearances don't come on time
Their return on assets and fee income could be hit as the Reserve Bank might tighten other norms
Stock could be re-rated over next few quarters if network-sharing deals improve financials
Markets to remain skittish till earnings growth picks up visibly
New gas find in D6 could help reverse declining output, but maintaining output levels at existing fields is key
Given its track record, cautious analysts are monitoring progress on these fronts
Unwinding of inventory by dealers hits monthly auto volumes, while jump in tractor sales surprises
PMI declines in May as supply constraints hinder order execution
Economists have begun downgrading their GDP estimates for the current fiscal as constraints to growth persist
Operating margins up 180 bps as raw material costs decline 110 bps
JLR's operating profit up 41.5%, losses in domestic market narrow to Rs 312 crore in fourth quarter
Analysts worried over sharp increase in gross debt and 96% increase in interest expenses
Import ban could hurt revenues by Rs 550 crore, but analysts are positive as net debt is down
87 firms yet to comply with minimum public shareholding norms
Higher provisioning and operational costs eat into profitability
Company has historically traded at 28% premium to the Sensex but now valuations on a par with the benchmark
From inflation, central bank shifts focus to rupee stability and capital flows