Page 23 - Malini Bhupta

Tata Power: Forex loss, coal segment drag Q1

Takes a conservative stand, doesn't book compensatory tariff gains of Rs 225 crore

Tata Motors: JLR sales in China drive numbers

213% PAT growth driven by 450-bps jump in JLR margins and Rs 394-cr profit in India biz

SBI: Profit rises on lower costs, higher margins

At Rs 13,500 crore, accretion of impaired loans is lower than quarterly run rate of Rs 16,500 cr

L&T: International orders worth Rs 30,000 cr at risk

Analysts question management commentary, as pain not limited to hydrocarbon subsidiary

Jubilant: Same-store sales decline 2.4% in Q1

High rents and wages erode profitability; margins decline 440 bps to 12.4%, PAT down 18.5%

RIL refining margins to improve on global regulatory changes

Tighter emission norms by International Maritime Organisation and closure of simple refining capacities in Russia may help improve light-heavy differential

RBI shifts inflation goalpost to Jan 2016

Upside risks to inflation persist from higher growth and expansive govt spending

Rural sales add shine to Marico's Q1 show

India volumes grow 6.5 per cent despite price rises; high copra prices put pressure on margins

JSW Steel: Robust earnings on improved efficiency

Ebitda per tonne jumps to Rs 8,545 in Q1; company expects further benefit in Q2 and Q3

Maruti: First-time, rural buyers drive volumes

Sees double-digit volume growth in FY15; strong product pipeline to support higher realisations

Lupin: Earnings upgrades likely after stellar Q1

Strong product pipeline to sustain sales growth of 25% in FY15, margins likely to settle at 30%

Bharti Airtel: India biz drives Q1 earnings

India margins and realisations trend upwards, Africa witnesses high customer churn, margin dip

L&T: Weak execution in India hits sales growth

Stand-alone margins up 140 bps y-o-y to 10.5%; analysts expect recovery in sales growth

PNB's Q1 profit growth beats estimates

No surprise on asset quality; accumulation of stressed assets at Rs 4,107 crore

Sub-investment grade firms in dollar rush

Greenko, Rolta & Global Cloud Xchange lead way in tapping foreign bond market; bankers say mid-sized firms to raise $4 bn in a few months

Glenmark continues to struggle in US

Analysts peg FY15 sales growth at 18-20%; prospects to improve in FY16 after cholesterol drug launch

Cairn's PAT down on high depreciation charges

Average daily production up 3% y-o-y during Q1, gas output down 12% to 48 mscfd

Axis Bank's slippages, loan recast below estimates

Earnings upgrade in FY15 likely if accumulation of stressed loans are kept below Rs 6,500 cr

HDFC: Stable quarter; loan growth at 15%

Growth and spreads in non-retail segment seen improving; retail growth expected to pick up

Markets shrug off geopolitical risks as oil remains stable

US, Europe unlikely to confront an assertive Russia; Japanese liquidity to support Asian markets