Page 72 - Ram Prasad Sahu

Ashok Leyland sees 15% FY17 growth, despite blip

New launches, pick-up in industrial activity, buying before BS-IV norms kick in, should boost volumes

Tata Motors: Re-rating on better volumes, margins

Despite run-up in stock, steam left

Near-term challenges for Concor

Company faces pressure on volumes and pricing in immediate future

M&M: Monsoon, newly launched products key triggers

Adverse regulatory action on diesel vehicles would be a drag

Bharti Infratel: Q4, cash use positives

Pace of data rollout is key monitorable

Launches, rural markets positives for Maruti

Pressure on margins likely, given higher marketing and raw material costs, adverse currency movements

Thyrocare: Strong base, multiple new triggers

Volume focus , asset-light model help generate strong cash flows, profitability

Tata Motors: Getting a JLR boost

Record sales at JLR, with strong growth in truck volumes, will lead to good revenue growth

Bharti bracing for data war

In the near term, investors will keep an eye out for the March quarter results and the Reliance Jio launch

Earnings support expected for pharma

This will be a relief for the sector, which is battling regulatory pressures at home and in the US

Bharat Forge: Weighed down by lower demand

With N America heavy truck orders at low and non-auto in distress, near-term outlook is muted

Signs of revival for Hero MotoCorp

Strong volumes, market-share gains in scooters, Budget's rural push, and monsoon, are positives

Ashok Leyland: Market gain leads to rerating

Market share in medium and heavy commercial vehicles has risen to about 33 per cent

Bharti Airtel edging out competition

The spectrum deal with Videocon enhances its holdings at a reasonable cost ahead of auctions

For SpiceJet, an equity tangle looms

While the operational turnaround continues, stock dilution is an important concern

HealthCare Global IPO: Niche, high demand play

Ability to quickly scale up network and improve profitability will be key

Bharat Forge: Weak demand dents performance

Uptick in margins during the quarter stands out amid falling volumes and revenues

Multiple headwinds for Rallis India

Adverse weather conditions in domestic and foreign markets could impact firm's performance for 2 qtrs

Narayana Hrudayalaya: Getting stronger

Full benefits of capacity additions will come through in the next two years

Aviation stocks: Riding the re-rating wave

Scrips are getting higher valuations as demand stays strong while fuel costs continue downward trend