A large part of DLF's sales have come from development of Phase-V in Gurgaon
While its two-wheeler biz continues to post 45% plus volume growth, commercial vehicles have held steady under pressure
Contributions from aftermarket, non-auto and exports helped steady parts maker amid slowing auto sales
Ongoing tariff war likely to impact financials
Analysts believe Ebidta margins likely to improve going ahead on lower power costs, rising capacity utilisation
Analysts believe the key trigger for the stock could be a spurt in data demand over the next one year
The Motherson Sumi stock continued to gain rising 4% in two trading sessions on the back of improvement in financials of its two major European acquisitions
Could see downgrades on poor June quarter performance
Analysts continue to prefer Bajaj Auto given consistency in margins and de-risked export business model
The leading battery manufacturer is intent on increasing margins even if it means letting go of market shares in some segments
Given the uncertainty analysts advise investors to stay away from the stock
Expanding domestic portfolio, ability to maintain market share in current products and new launches are key growth triggers
While slowing volumes have impacted June quarter numbers, the planned new launches in the second half of FY14 will only reflect from the next financial year
Volumes could see improvement on the back of new initiatives and pick-up in demand
While the decision to hive off the real estate assets will unlock value, the Street is keen on asset sales
Limited competition, US sales, weak rupee to boost June quarter numbers
Volume gains in the high-margin business will offset the dip in utility vehicle sales
A fall in volumes and increased discounts are likely to impact the top line of most auto majors
While investor fears about growth prospects are not misplaced, analysts believe price correction is overdone