Stock's underperformance, discount to peers expected to ease as software major catches up on revenue growth
JLR will be investing £4.5 billion each year through to 2021
The rural segment - which accounts for 35-40% of sales - saw better growth than urban markets with the outperformance pegged at 1.3 times
Improvement after Indus merger has been factored in, but valuations not demanding
The company indicated that it would continue to grow its advertising revenues faster than the industry
Stability in pricing for the second consecutive quarter may bring back buoyancy
Fall in truck volumes and pressure on non-auto segments are the negatives
The company, however, believes that new model launches and China revival will lead to a reversal in fortunes
Multiple headwinds have dented the company's September sales
Client additions, digital revenues, weak rupee should aid revenue growth
The new launches of Mahindra & Mahindra expected to improve market share, which has been lagging its key competitors
Brokerages have cut net profit estimates by up to 12 % over next few years
Growth metrics expected to surpass peers; valuations on the higher side
The decision to cap management compensation and incremental subscription growth are other triggers
With capex cycle coming to an end and occupancies increasing, operating profit is expected to double over next three years
The company's focus on less cyclical segments such as spares, defence and exports is expected to improve their share to 19% of revenue over the next three years, from 16% now
The BFSI vertical, which accounts for 31% of the company's revenues, has been a laggard, pulling down the overall growth of the company over the last couple of years
The share of the company's flagship Tamil general entertainment channel continued to slide, from 44% in April to 42.4% in May and, to 40% now
However, analysts say the long-term trend for traditional retail in the organised sector remains in place, indicating that companies could grow at 12-plus per cent annually
The company is looking at further gains by using Tata Tea's distribution network and leveraging on Tata brand