With a research-driven process and an eye for opportunities, Banthia, senior fund manager-fixed income, ICICI Prudential AMC, beat the market and peers over the last year
Firm added to its growth pipeline by acquiring Isagro last week
Analysts expect the 44% valuation discount to stay
Street expects upward revision in growth guidance if trend persists
Lower debt, divestments, and reduction of promoter pledge are other triggers
Repeat observations for an approved facility are an indication of consistent regulatory challenges for the company, says an analyst with a foreign brokerage
Firm banking on acquisitions, and rationalisation of prices
The completion of Sandoz acquisition and new product launches are triggers
However, it is still on better terrain than competitors, say analysts
The spat between promoters could see the stock drop further before it stabilises, said analysts
Prospects hinge on start of freight corridor, volume uptick
Top companies in the space have risen sharply over the last year
Margin pressure weighs on valuation of DMart stock
The slowdown has impacted commercial vehicles led by slowing rural consumption, depressed freight rates and under-utilisation of trucks
While its FY19 volumes were up only 3 per cent year-on-year (YoY), the first two months of FY20 have seen a fall of 12 per cent
Despite reduction in debt, muted revenue outlook and subscriber losses remain interim challenges
Despite the pressure on profitability, margins were ahead of Street estimates
Muted global and domestic auto environment to impact revenues and margins
Despite the near-term weakness, the Street is expecting some revival in the segment on the back of a pick up in infrastructure activity
Analysts say partnership is a win-win for both, given the long gestation period in the sector