Despite increase in freight rates, operator profitability yet to reach normal levels
Market share gains, scaling up of network and takeaway trends to aid revenue growth
Sustaining growth rates, however, will be key for rerating
Product pipeline, network expansion should help tap the uptick in recovery
Company sharply reduces employee costs and rental charges, but has to offer heavy discounts on tickets and snacks
Street will also keep an eye out on cash flow improvement in the coming quarters
With the Cyber Park project rents commencing, expect the growth on the rental front to remain steady
The two segments account for half the consolidated operating profit, with retail being the key outperformer in Q2
Recovery in domestic growth and lower input costs should aid margin improvement
The company remains cautious on full-fledged recovery, given concerns over a second wave of Covid-19
Revenue growth, however, could stabilise once recovery picks up
While deal pipeline remains strong, Q3 growth, valuations could impact stock
Gains in domestic revenues and margin in Q2 offset weak global business
ARPU expansion, market share gains expected even if there is no tariff hike
The company, which has received the go ahead on merger with Indus Towers, expects the trend to continue in the near term
Wipro was lagging its peers in the past on the back of muted revenue growth, falling margins, loss of market share in deal renewals and pricing pressures
Even as overall pharma market was up 5% over the year-ago period, GSK's September sales were down 8%, the firm is banking on recovery led by top brands, new launches
Brokerages expect mobile volumes to rise multi-fold over the next two years
While the September quarter could be another washout, there are some positive triggers which could lead to demand improvement
Some of the gains could be offset by weak India business and the oil and gas vertical