)
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
Inflation may rise by 60 bps, while CAD may inch up by 0.4% of GDP
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
Shareholders' demand list included from providing ABCD (appreciation, bonus, cash & dividend) security to making pepper spray
New gas find in D6 could help reverse declining output, but maintaining output levels at existing fields is key
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
Spike in demand dashes hopes of relief on current account deficit
Surge in imports could push gold import bill above $50 bn, ahead of than Rangarajan's estimated $45 billion
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
Sales and profit growth under pressure on weak demand
87 firms yet to comply with minimum public shareholding norms