Page 64 - Ram Prasad Sahu

Idea Cellular: Muted Q2, lower tower valuations disappoint

The tower sale will help bring down debt

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

Escorts: Strong volume growth guidance for Q2

Demand shift to current quarter on account of GST, good monsoon are triggers

Strong execution, utilisation helps Infosys outshine TCS in Q1

Traction in new services a big trigger; gains on operational front depend on keeping costs control

Dr Lal PathLabs: Street worried over rising pressures

Growth rate and margin could see downward trend in near term

Policy triggers add vroom to M&M's future

Agri loan waiver, good monsoon and GST will help it grow at a faster pace

Medium-term signals remain weak for Dish TV

Cost and reach benefits from merger with Videocon d2h only trigger