Monsoon, Pay Commission and government spending to aid corporate growth in next three quarters
Value unlocking from diagnostic business the biggest near-term trigger for the stock
Indian revenue growth stands out in an otherwise sluggish consolidated performance
While volumes for the auto segment were up 11% to 1.21 lakh
Higher volumes and lower raw material costs help company beat estimates in June quarter
The company is looking at maintaining margins while protecting its market share
Migration up the value chain and success of new products to boost realisations, margins
June quarter results were disappointing; stock gained on expectations the worst is over
Solving problems relating to its Moraiya unit will be key
Despite re-rating, steam still left as price targets are Rs 160-200
Higher capacity addition without commensurate increase in load factors, fares impact performance
Muted June quarter on account of lower tenancy additions
Higher realisations and lower raw material costs aid performance
Currency losses in Africa business and spectrum costs impact net profits
Operational performance in line with the expectations; volumes also expected to improve
Competitive pressures, however, remain high resulting in a fall in realisations
Strong tractor sales and new launches could soften pressure on the utility vehicles front
Move said to be in anticipation of Jio launch; might not lead to higher usage, protect market share of service providers
Niche play with robust growth potential should translate to higher earnings trajectory
Robust domestic sales of medium and heavy commercial vehicles could provide some cushion