Access to the private market, international sales are other factors that will impact margins
Final nod from DCGI soon, jab likely at $3/dose
March quarter performance is expected to be strong on low base, price hikes
Product mix and salary reinstatement could put pressure on margins
Market share improvement, uptick in margins to sustain gains over the medium term
Stock gains 16 per cent on Q4 show, expectations of sharp reduction in debt
Subscription growth is expected to remain healthy in the near term
Strong US portfolio, margin gains and India business growth to support stock
The Street is bullish about the long-term growth trajectory, but analysts believe the stock is factoring in the near-term upsides. Investors could look at it on dips
The stock surge since listing (up 225 per cent) has taken valuations to nearly 40 times its FY23 earnings estimates. Investors can look at the stock on dips
The expansion is expected to support growth with revenues and profits estimated to rise by 20-25 per cent over the FY20-23 period
Though the growth trajectory remains strong, valuation at 51 times its FY22 earnings estimates is already factoring in most of the growth, say analysts at Edelweiss
Higher exports, non-agri usage could add to domestic growth
While overall two-wheelers sales are down, what is hurting Hero MotoCorp is that the slowdown is impacting the entry and executive segments the most
One of the key reasons that Wabco India would rank higher compared to other auto component firms is the lower impact from new technology disruption
Amid restrictions, the company is banking on higher in-home consumption, new launches to drive sales
Profitability of recent initiatives hinges on cost synergies and pace of rollout
The company is expected to be debt free by the end of June quarter
Higher competition, expansion may be a challenge for margin
Company can afford to pass on cost of increasing cost of metal prices, but investors will now put it under watch of analysts