Strong rental revenues coupled with improving residential portfolio are positives
Analysts say the outlook for the commercial real estate sector, which has been resilient even while residential segment went through a downturn, is healthy
Higher inventory levels, fall in volume growth and rise in discounts to hamper revenue growth and margins
Airline expected to profit from problems faced by its peers
Analysts say that even after adjusting for loss in production after nine-day strike, the supplies to distributors have been on the weaker side
While equity dilution is steep, funds will give the company flexibility to ease debt, fund capex and buy spectrum
Given the slight increase in lead prices over the last month, the ability of the company to maintain margins will depend on the extent of hikes it takes
Falling raw material costs to ease the pressure on pricing, sluggish demand
The worry for the sector is not limited to the domestic market
Compliance norms to keep Dr Reddy's under pressure
Margins for the business, too, were down on account of weak operating leverage and the gradual ramp-up of plants
Investors should await for an improvement in the demand scenario before taking an exposure the stock.
After posting growth of 22% in previous quarter, volumes have been lower
Analysts were disappointed with the earnings and expressed concerns that the impairment might lead to some rating action
RBI's move may be beneficial as it is seen improving consumer sentiment
We will keep the discipline on operating margins and growth rates as we look at acquisitions, says Gurnani
The company has highlighted some tailwinds to support the margins
With growth prospects strong, valuations are 45% lower than 10-year average
With consumers deferring purchases, the company may have to rethink price hikes
Volume expansion continues to be strong, aiding top line