Page 22 - Malini Bhupta

JP Associates: Did cash crunch lead to share sale?

Lenders face limited risk as loans are backed by hard assets

Bajaj Auto vs Hero MotoCorp: Market prefers growth over margins

Analysts believe Bajaj needs to rediscover its pulse, revive growth in domestic 2-wheeler market

Bharti Airtel: Risk-reward ratio turns favourable

Data set to contribute about 50% of incremental mobile revenue over FY14-17 on rapid subscriber growth

FMCG companies score on balance sheets

But return on equity deteriorated for 7 of the 12 firms analysed

SKS Microfinance back on high-growth path

Company expected to report earnings CAGR of 83% over FY14-16 on strong loan growth

Tech Mahindra enters the big league

Expects to end FY15 with $5 bn in revenues as deal wins continue

Few GDP upgrades for FY15, despite Q1 show

Recovery in growth can sustain at current levels only if services and investments pick up

FII debt inflows outpace equity

Trend may continue through the calendar year as there is greater headroom for investment in debt than equity

Lead indicators show promise

Wholesale lending rates could fall 50-100 bps before rate cuts

SC ruling may force power firms to rebid for mines

Earnings of Jaiprakash Power and KSK Energy to take a hit; R-Power's net present value to be impacted

Eicher Motors: Dream run set to continue

Analysts expect Royal Enfield to become a million-unit franchise; earnings estimate for 2015 upgraded

RIL Jio's 4G launch may not be a big risk to incumbent telcos

Experience of entrants with new LTE technology in other markets shows the road is not smooth

Jet Airways: International business is the only hope

Seeks to raise share of international biz to 60%, margins expected to improve on stronger rupee

Sesa Sterlite: Goa mining leases not a big catalyst

Analysts estimate Goa mines to produce 1.1 mt in FY15, which pales in comparison to its capacity of 14 mt

NPAs of PSBs could rise on tighter asset sale norms

Restructured assets of SBI, Canara Bank, BoI could rise as they have been aggressive in selling bad loans

BHEL: Earnings estimates slashed on weak execution

Margins hit multi-year low of 4.2% in Q1, improvement unlikely even if order inflows pick up from FY16

Hindalco: High costs, lower margins hurt profit

A 23% decline in depreciation helps prevent further fall in net profit

Jyothy Laboratories: Lower interest costs boost Q1 profit after tax

Five of six power brands report robust volume growth, margins decline 90 bps y-o-y to 13.5%

Why analysts are angry with L&T

Company says it underestimated the challenge of executing orders in the Gulf; denies intention to mislead on projections

We erred in underpricing the execution risks in hydrocarbon projects abroad: R Shankar Raman

Interview with Chief Financial Officer, L&T