Page 26 - Malini Bhupta

Just a hope rally or India's defining moment?

Portfolio churn by foreign institutional investors suggests their confidence in industrial revival

FII holding in India Inc hit a record high of 25% in Q4

Promoters' stake declined to 49.3 per cent in the same period

March quarter numbers raise health worries for Ranbaxy

Sales remain flat, operating margins fall 160 bps to 6.1%, material and personnel costs rise

Glenmark Pharma's growth trajectory to weaken in FY15

Operating margin unlikely to expand from current levels as rupee set to appreciate in FY15

Adani Ports & SEZ continues to ride the hope wave

Street believes premium valuations justified, as port traffic is expected to grow at a CAGR of 16% over FY14-16

The worst is over for Titan

Company's corrective measures stall fall in demand; watches, jewellery and accessories post robust growth

Seasonality no longer a concern for IT companies

Other than the December quarter, revenue growth is stable through the year

Auto volumes to remain weak in first half of FY15

Passenger vehicle sales might pick up in second half, if excise duty cuts continue and sentiment improves

Industrials may shed gains after May 16

For rally to sustain, capex revival, fall in interest rates and reversal in currency depreciation needed

Marico's Q4 numbers driven by robust volume growth

Strong performance in international business boosts consolidated margins despite cost push in India

Bharti Airtel's India mobility business on a firm wicket

Subscriber base, volumes and realisations grow; analysts maintain caution ahead of Reliance Jio launch

Single-digit profit growth doesn't justify HUL valuation

Adjusted for exceptional gains, net profit grows by 6.6% while volume growth plummets to 3%

Latent demand, new launches to aid Maruti's volumes in FY15

Operating margins decline to 10.3% in March quarter on one-time payouts but may recover to 12% in FY2015

Bharti Infratel: Investments by telcos to drive gains in FY15

Growth in free cash flows to continue as higher tenancies will drive profits and not new towers

UltraTech surprises Street with 9% volume, 13% PAT growth

Valuations stretched as current price factors in 8% volume growth in FY15-16, which is unlikely to play out

On buzz of merger with HDFC Bank: JM Financial stock soars

Analysts say uptick in J M stock indicates market has some knowledge of deal possibly cooking between two companies

New headaches for miners after Goa mining ban lifted

The verdict on deemed licences has the Street question whether Sesa Sterlite owns any mines in Goa

Our business grew 63% in FY14, the sector's by 11%: Ashu Suyash

Interview with CEO, L&T Mutual Fund

Bull case for SBI, as open interest builds

Robust Tier-I capital at 10% and robust earnings outlook for FY16 drive momentum

For FIIs, India is the best in EM basket

Foreign investors are betting top dollar on the country as growth is likely to recover at a time when other emerging markets are battling macroeconomic adjustments