Volume growth across segments has been either flat or negative for most companies, with two-wheelers bearing the brunt
Given the school break, this is the peak travel season and companies catering to the 'friends and family' segment are expected to gain
Brokerages have advised investors against bottom fishing in Jet scrip
On the revenue front, the gains for both, IndiGo and SpiceJet, will come in passenger growth, as well as, a rise in fares
Revenue growth, however, is expected to be robust due to a strong deal pipeline.
While truck sales in India and the US are trending down, industrial segment could see pressure
Higher footfalls and screen additions to keep FY20 growth strong
Strong rental revenues coupled with improving residential portfolio are positives
Analysts say the outlook for the commercial real estate sector, which has been resilient even while residential segment went through a downturn, is healthy
Higher inventory levels, fall in volume growth and rise in discounts to hamper revenue growth and margins
Airline expected to profit from problems faced by its peers
Analysts say that even after adjusting for loss in production after nine-day strike, the supplies to distributors have been on the weaker side
While equity dilution is steep, funds will give the company flexibility to ease debt, fund capex and buy spectrum
Given the slight increase in lead prices over the last month, the ability of the company to maintain margins will depend on the extent of hikes it takes
Falling raw material costs to ease the pressure on pricing, sluggish demand
The worry for the sector is not limited to the domestic market
Compliance norms to keep Dr Reddy's under pressure
Margins for the business, too, were down on account of weak operating leverage and the gradual ramp-up of plants
Investors should await for an improvement in the demand scenario before taking an exposure the stock.
After posting growth of 22% in previous quarter, volumes have been lower