Page 48 - Malini Bhupta

JSW Energy powers ahead in Q3

Lower imported coal prices, higher PLFs and rate revision for Barmer power boost Q3 earnings

Maruti: Strong demand for diesel vehicles drives earnings

Lower costs and favourable currency movement help improve operating profit margin to 8%

Realty check: Improving dynamics

While a reversal in rate cycle and FDI in retail are positives for the sector, analysts expect margins to improve as inflation dips

Top global themes that will dominate in 2013

While revival of the US and end of oil?s super cycle are the big positives, geo-political risks and natural disasters could be wildcards

Q3 earnings preview: Cement sector

While revenues might remain muted, operating profit is expected to contract due to lower prices and higher costs

GCPL: Acquiring growth

Acquisition of UK's Soft & Gentle to help GCPL's subsidiary attain scale and drive synergies in personal care products

Industrial production data shows signs of revival

Despite slight contraction in November, factory output set to post 2.9% growth in Q3

Analysis: Infosys is back in the reckoning

Infosys surprises the Street with a good set of numbers and raising its FY13 guidance

Industrial production data might spoil PMI cheer

October?s exaggerated growth seen in the manufacturing and consumer goods is not expected to last

Bharti Airtel may return as leader of the pack in FY14

Number of operators per circle falling from 11 to 8 would lead to price recovery

Q3 earnings preview: Metals and mining

Revenue growth expected to be muted, as demand remains sluggish for both ferrous and non-ferrous metals

Q3 earnings preview: FMCG stays on growth track

Sector likely to report 16% revenue growth and 17% earnings growth as demand remains healthy

Infosys: Set to miss FY13's 5% revenue growth guidance

Likely to report organic revenue growth of 2% operating margins set to decline by 50 bps on lower volumes, salary hikes

Q3 earnings preview: IT sector

Revenue growth likely muted in Q3, but analysts expect 2013 to be a better year

GAAR: Devil in the details

FII investments made after Aug 2010 to come under GAAR even if these have been routed through DTAA

Bajaj Auto: Premium valuations justified

Earnings set to move up in FY14 as large part of the export receivables are hedged at Rs 54/$

Record numbers for HCL in 2012

Upgrades likely as firm beats estimates on earnings, margins & new deal wins

Reliance Industries: Sequential recovery continues

Strong operational performance in Q3 may drive earnings upgrades for FY13

HDFC: Strong retail demand drives income

Mortgage lender expects loan demand to remain robust for the next five years

Hindustan Unilever: Volume growth falls to 5%

Revenue growth at 10 per cent indicates consumer demand is slowing across the board