Recent rise in share price factors in some of the gains, despite multiple growth drivers
Price surge discounts expected operational gains & lower debt. Pace of improvement holds the key
Analysts believe the company offers good prospects due to expected traction in existing projects and better cash flows
The company has reduced its debt pile a bit, but new launches and asset sales will decide the extent of improvement in cash flows
Market share gains in US & product pipeline will ensure outperformance
Market share in UV space stabilises, company guides for 6-10% industry growth in the UV and tractor space
Given the overall sales momentum, analysts expect consolidated revenue to beat forecast of 15% for FY15
Street awaits progress on sales pick-up and asset monetisation
New orders at European arm, rise in volume in local market likely to improve performance
Stock uptick sentiment-driven on hopes of higher growth but volumes and sales still sluggish due to muted demand
Strong order book, revival in demand in India to boost revenues, profits
Operations score better than expected; volume recovery key to better prospects
While there are multiple growth triggers going ahead, current valuations leave little room for upside
Export volumes will aid realisation but real test is to improve the Discover portfolio domestically
Rising risk appetite amid higher confidence and attractive valuations favours these counters, apart from their performance
While export is holding up, falling share in the domestic motorcycle segment continues to be a key worry
Company has tough time ahead with competitive intensity increasing in commercial vehicles market and high discounts being offered
Company will get a 10% mark-up on construction costs, as well as 5% of the project profits, as management fee
While it has underperformed its peers in March qtr, it expects realisations to improve due to price rises and steady volumes