Page 62 - Malini Bhupta

M&M: Raw material costs bite

Weak tractor sales and margin erosion in automotive segment worry market

HUL: Signs of a slowdown

Revenue and volume numbers look good earnings quality a concern

Strong IIP key to stable rupee

Current surge due to liquidity inflow

Coal India: Mkt awaits clarity

GCV-based pricing was likely to offset the higher wage bill, but after the rollback, the stock may be re-rated

Double-digit growth returns for Dabur

Analysts see better penetration driving robust sales in the coming quarters

Hindalco: Tough times ahead

With cost pressures likely to persist, margins will remain under pressure

Bharti: Profitability under stress

Sequential margin contraction despite waning competition surprises analysts

Result Analysis: Bharti's profitability under stress in Q3

While Bharti has managed to grow revenues, higher expenses hurt bottom line

Bharti: Pricing freedom to return

Fewer players are expected to rebid, which would bring down the base price for 2G spectrum

Are IIP numbers exaggerating the slowdown?

Maruti: Worst may be over

RIL: Can it get any worse?

Jindal Steel & Power: Weak steel demand hurts in Q3

HDFC Bank: Change in asset mix boosts NIMs

Positives are priced in and there is little upside going forward, say analysts

Key themes to watch out for in 2012

Infosys: Confusing signals

ITC: Rise in excise duty may prove an overhang

Is this a dead cat bounce?

History says an earnings? upgrade, not liquidity alone, can sustain rallies

Godrej Consumer beats Street expectation

Investment by Temasek and the new acquisition are positive, but frequent equity dilution may be an issue

IT sector: No crisis brewing

New locations turning to outsourcing, annuity deal renewals will add to gains