Rebound in oil and gas vertical, passenger vehicle volume growth are other triggers
Higher in-home consumption and premiumisation to benefit the Diageo-owned company
Momentum in existing products, market share gains are other triggers
Volume recovery and cost rationalisation may offset some of the pressure on margins
The unlock process and premium pricing have helped improve operational performance
While decorative paints business remains strong, overall economic growth to aid industrial segment
Deal to sell commercial assets and residential recovery are near term positives
Shares of firms in the sectors have outperformed Sensex in November
Household insecticides and Indonesia disappointed in Q2 after strong Q1 show
Recruitment solutions could see faster recovery, real estate segment could be a drag
Banking, oil and gas, pharma, tyres, cement, and FMCG (except tobacco) were among sectors to register a good performance for the quarter ended September
Despite increase in freight rates, operator profitability yet to reach normal levels
Market share gains, scaling up of network and takeaway trends to aid revenue growth
Sustaining growth rates, however, will be key for rerating
Product pipeline, network expansion should help tap the uptick in recovery
Company sharply reduces employee costs and rental charges, but has to offer heavy discounts on tickets and snacks
Street will also keep an eye out on cash flow improvement in the coming quarters
With the Cyber Park project rents commencing, expect the growth on the rental front to remain steady
The two segments account for half the consolidated operating profit, with retail being the key outperformer in Q2
Recovery in domestic growth and lower input costs should aid margin improvement