While growth metrics should improve as the leisure segment and business travel picks up, the company's March quarter performance was weaker than expected
Brokerages expect a recovery in H2, aided by easing commodity/supply concerns
A normal monsoon, higher crop realisations and government measures for the segment will be critical for demand improvement going ahead.
Operating profit margins of TATA communications fell by 135 basis points to 24.5% due to a jump in costs, which were back-ended
The company posted losses at the operating level in Q4FY22
Hero MotoCorp is the top pick of brokerages
Margins, however, could remain under pressure due to high barley, glass prices
L&T Infotech's new deal wins and pipeline indicates strong demand environment.
Some of the growth is captured in the price rally, higher valuations
The gains for Godrej Properties are from new launches, are however, is factored into the price.
The roll-out of the dedicated freight corridor should boost volumes for container train operators
Gains expected on the back of rising out-of-home consumption after two years of sluggish performance
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All QSR majors, however, will face margin pressures given rise in food prices, analysts say
Growth in the quarter has largely come from store additions
Higher demand and rising prices likely to help firms like UPL and PI offset input cost pressure
Most brokerages are positive on the long term prospects of the stock
Semiconductor shortage and execution delays, however, dented its FY22 performance
Margin performance will be an additional trigger going ahead
The extent of the raw material risk is more for tyres as compared to others given the dependence on the crude oil derivatives.