Firm likely to lower debt to Rs 500 bn; expand its wireless broadband coverage and capacity
Expectations for Dec quarter remain muted but March onwards looks better
Roll-out of direct benefit transfer and higher farm realisations should boost demand
Cut in interconnect usage charge and down trading would also lead to sharp fall in consolidated profit for Bharti Airtel in Q3
Analysts expect growth in 2018 to be 10-12% across segments
The strong growth came despite the impact of regulatory changes on account of PMLA and the implementation of GST
While sale of surplus land ends that uncertainty, execution in the core business has to improve if stock is to be re-rated
Margins likely to improve on higher share of 3-wheelers, premium bikes
Expectations of high same-store sales growth and improving margins led to higher investor appetite
The tower sale will help bring down debt
In the Sept quarter, the Pirojsha Godrej-led firm recorded Rs 492 cr net sales, up 49% year-on-year
Though Q2 was a bit disappointing, analysts expect numbers to improve in the second half due to ramp-up of operations at new plants
Approval to Teva for key drug Lialda and sustained price erosion lead to stock downgrades
Rising raw material costs can weigh on margins in coming quarters
Robust growth in the non-life segment, diversified book and improving operational efficiencies are positives
Analysts expect policies by the new management will sustain same-store sales growth, while prudence in store expansion will help control costs
Recovery led by new launches at JLR, revised hedging policy, and margin gains
Pricing pressure is negating upsides from new products
Land sales and improvement in return ratios would lead to re-rating
Sorting out regulatory issues would lead to a re-rating