Page 63 - Ram Prasad Sahu

Near-term pressure for Tata Communications' data business

While sale of surplus land ends that uncertainty, execution in the core business has to improve if stock is to be re-rated

Bajaj Auto riding on robust volumes

Margins likely to improve on higher share of 3-wheelers, premium bikes

Volume growth to spice up gains for Jubilant, Westlife

Expectations of high same-store sales growth and improving margins led to higher investor appetite

Idea Cellular: Muted Q2, lower tower valuations disappoint

The tower sale will help bring down debt

Godrej Properties leads pack of outliers in real estate

In the Sept quarter, the Pirojsha Godrej-led firm recorded Rs 492 cr net sales, up 49% year-on-year

Strong order book, margin gains ahead for Motherson

Though Q2 was a bit disappointing, analysts expect numbers to improve in the second half due to ramp-up of operations at new plants

Competition clouds Cadila Healthcare's FY19 profit

Approval to Teva for key drug Lialda and sustained price erosion lead to stock downgrades

Volumes keep Maruti's growth engine humming

Rising raw material costs can weigh on margins in coming quarters

Strong prospects make GIC Re IPO attractive

Robust growth in the non-life segment, diversified book and improving operational efficiencies are positives

New offerings boost for Jubilant FoodWorks

Analysts expect policies by the new management will sustain same-store sales growth, while prudence in store expansion will help control costs

Tata Motors steps on the accelerator, JLR adds pace

Recovery led by new launches at JLR, revised hedging policy, and margin gains

Launches bring little cheer for Cadila

Pricing pressure is negating upsides from new products

Land, operational factors triggers for Tata Communications

Land sales and improvement in return ratios would lead to re-rating

Hope of earnings recovery for Ipca Laboratories

Sorting out regulatory issues would lead to a re-rating

Multiple merger benefits for Schaeffler India

Share of auto segments, complete systems offerings to help margins

Pressure on utility vehicles to weigh on M&M

10% cess hike will impact auto major most, given its large exposure to the utility vehicles segment

Multiple tailwinds for SpiceJet

Market share gains, profitable regional expansion bode well for volumes and yields

Cipla an outlier among pharma majors

Healthy outlook on strong margins, niche product launches and traction in key regulatory markets

Sun Pharma stares at sharp earnings downgrades

A muted revenue outlook and higher costs will keep margins and earnings under pressure in FY18

Strong passenger volume help Indigo boost June quarter performance

Change in operating model and issues related to the Airbus A320neo will be key triggers