Margins are expected to improve from here as revenue growth will be stronger than increase in costs
Net profit slightly below expectation, but operational performance robust
Interest costs dent net profit growth, rural woes adds to volume pressure
Most analysts have maintained their estimates for FY16 and expect the company to benefit from faster data rollout, as data volumes continue to double year-on-year
Past record, management quality and forward integration are positives; long-term investors could subscribe
Muted guidance by the management has led to earnings downgrades and could lead to potential de-rating of the stock
Good sales momentum should help the company generate strong cash flows and reduce debt
Data growth expected to offset part of the regulatory impact
Launches in the compact SUV segment should help volumes
The key earnings triggers are faster approvals and pricing power
Steady volumes in Bengaluru, unlike other markets and premium segment
High entry barriers and expertise in the speciality chemicals business are positives
Measured growth and expansion could help the firm turn profitable this year
Tower deals a positive; stock could be re-rated if the firm leaves some smaller African markets
Operational improvement must for Jet and SpiceJet to bridge valuation gap with market leader
Upside from generic launches in the US and Indian operations expected to boost financials
New launches, rural expansion, preference for petrol vehicles to aid volume growth
Steps to improve revenue and growth in tourist arrivals positives but are yet to reflect in financials
Seeds, plant nutrients and exports are expected to improve revenue growth and profitability
Given its tower assets, it is the best-placed to take advantage of higher capex by operators on data rollout