Despite re-rating, steam still left as price targets are Rs 160-200
Higher capacity addition without commensurate increase in load factors, fares impact performance
Muted June quarter on account of lower tenancy additions
Higher realisations and lower raw material costs aid performance
Currency losses in Africa business and spectrum costs impact net profits
Operational performance in line with the expectations; volumes also expected to improve
Competitive pressures, however, remain high resulting in a fall in realisations
Strong tractor sales and new launches could soften pressure on the utility vehicles front
Move said to be in anticipation of Jio launch; might not lead to higher usage, protect market share of service providers
Niche play with robust growth potential should translate to higher earnings trajectory
Robust domestic sales of medium and heavy commercial vehicles could provide some cushion
Anti-pollution and safety measures to benefit Wabco & Bosch, Ramkrishna Forgings
Listings of subsidiaries reward investors, parent companies
Lower subsidies and higher input costs would impact profitability
After a strong FY16, the single-digit volume growth for two months could pressure the stock
Stable ad revenue growth and subscription upsides are positives
Analysts say rising debt levels will reduce developers ability to tap any recovery in demand
If the state governments too follow the Centre's footsteps, it should have a positive impact on consumption related-themes across markets both urban and rural
Stock is trading at premium valuations but many positives ahead for the business
The focus will now turn to growth of its high-margin data business