Page 58 - Malini Bhupta

Project completion highest in years, pipeline robust

Lined-up projects enough to support growth for years even if no fresh investment, say CMIE data

Idea: Valuations have priced in the growth

Despite good operational performance, it is vulnerable to regulatory changes

RBI's rate cuts not to impact lending rates much yet

Lending rates are unlikely to fall substantially as banks may not risk cutting deposit rates for now

RIL: Elephants don't dance

With pet-chem and refining margins under pressure, E&P is the only lever to improve profitability

Can Coal India increase production sufficiently?

Experts say supply problems can also be addressed through improved logistics and higher allocation to efficient plants

Nandas buy Escorts shares amid buzz rivals eyeing stake

HCL Tech: Battle of biz models

The IT major?s deal flow suggests a differentiated model could still drive growth in a tough environment

Maruti Suzuki: Ertiga may boost volumes

While rate cuts are positive for the automobile sector, the stock?s recent rally could cap future gains

RBI's rate cut unlikely to fuel inflation

Economists see another cut of 25-50 bps as focus shifts to growth

Inflation woes far from over

Suppressed component of inflation may come back to haunt RBI

Oil, Gas: Revenue growth to slide

Higher crude oil prices, weak GRMs & petchem margins to affect profitability

Infosys falls from grace

Volatile quarterly performance and disappointing guidance could lead to a downgrade in the stock

Result Analysis: Infosys falls from grace

Expect downgrades and a lower price-earnings multiple on poor Q4 show

Sesa Goa: Lifting of mining ban key for volume growth in FY13

Though the firm is targeting shipments of 20 mt, analysts think it may be tough

IIP: No signs of a bottom

A rate cut would also help combat the imported component of inflation

Page Industries: Stitching up a growth story

The company is in a sweet spot, as it has a robust distribution network and good pricing strategy

Crude oil prices may remain capped till June

Iran may accept a diplomatic solution to the nuclear issue

New discoveries a positive for Cairn India

The rising stock price factors in a possible dividend and rise in output

Positive Q4 outlook for consumer goods companies

Likely to expand margins on stable input prices and controlled ad spends

New spectrum reserve price to have few takers

Trai¿s proposal would further stretch the financials of telcos