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Biocon: Syngene valuation near-term trigger

Start of production at Malaysian facility may ease capacity concerns

Rcom: Spectrum gains from the Sistema deal

Operational metrics, debt and impending RJio launch continue to be key worries

Zee Entertainment: Near-term margin concerns on network expansion

An uptick in revenue growth and lower costs could partly offset some of the pressure

RIL: Core business to balance out RJio overhang

Near-term earnings likely to be impacted as RJio break-even is 4-5 years away, say analysts

Amara Raja: Valuations capture growth

Strong volume-led revenue growth expected, but high stock valuation premium captures the positives

Bharti Airtel: Re-rating on higher data revenues

Analysts believe the company is well positioned to get higher incremental share of the data pie

Tata Motors: Near-term JLR volumes may stay muted

Stock correction an opportunity as launches and China JV to support volume growth

Amtek Auto: Gaining size, higher profits to follow?

Acquisitions have helped group triple revenue over 3 years

Domestic funds exiting pharma stocks on valuations

However, FIIs have been raising their stake in these scrips

Ashok Leyland: Strong volumes boost performance

Operating leverage, better working capital management improve cash flow of the commercial vehicle maker

Motherson Sumi: Ambitious target, revenue growth key

The company is looking at improving its revenues over threefold to $18 billion; strong order book provides comfort

Honda Activa: Riding the wave

Honda is set to increase its share of the fast growing scooter segment with its top selling brand

RComm: Infratel sale a significant trigger

High debt a key overhang for the stock, which has underperformed peers and broader markets

Competitive pressures to continue for top telcos

Any hike in rates could translate to market share loss for the bigger players

Eicher Motors: Enfield rides demand wave

Two-wheeler segment registers record margins but higher discounting continues to hamper commercial vehicles arm's performance

Oberoi Realty: New sales improve visibility

Strong sales momentum expected to be maintained

Exide: Downgrades on weak sales, higher capex

Margin gains could recede as lead prices rise and higher competition in inverters raises marketing costs

Aditya Birla Nuvo: Right direction, more to follow?

The fashion retail restructuring would lead to a fall in holding company discount, which could go down further if value unlocking in the financial services vertical is pursued

Hero MotoCorp: Rural demand woes will keep near-term outlook muted

Sales of executive segment motorcycles have been resilient; company is looking at recovering scooter market share on launches

Street's faith in tariff hikes by telcos may be misplaced

Competition from smaller players has kept prices in check