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Bharti Infratel: Reducing expectations

While investor fears about growth prospects are not misplaced, analysts believe price correction is overdone

Regulatory hurdles come in the way of Idea's growth

Even if the company's merger issue was sorted out, it would have a lot of ground to cover in order to attract subscribers

Eicher: Riding high on Enfield

While the Volvo JV struggles, demand for two-wheelers has helped company deal with downturn

Wary investors to see how Apollo Tyres' Cooper buy plays out

It could be quite a task for Apollo Tyres to run an entity twice its size, take on higher debt, maintain margins

India focus to drive Fortis' fortunes

Better margins, lower interest outgo could see the company turn profitable in FY15

Strong US growth to boost FY14

Sun, Lupin and Dr Reddy's to lead here, with domestic formulations expected to rebound after Sept qtr

Opto Circuits short-circuits again

Stock loses 50% in a week; Street not convinced of management's view on rejig

Tower asset deal to improve RCom cash flow, asset utilisation

Debt reduction will depend on upfront payment and stake sale in globalcom and tower assets

Maintaining higher growth trajectory crucial

While the company delivered a strong show in the March quarter, ability to sustain this and improvement in Brazilian operations are crucial for the stock's re-rating

Meeting execution, debt reduction targets key for DLF

Given its track record, cautious analysts are monitoring progress on these fronts

Expensively valued, little cheer on operations

Given lower growth rates, pricing policy overhang, the stock's premium valuations seem unjustified

Cipla: Poor quarter, but structural triggers in place

Hopes of rate cuts, demand revival prop Maruti Suzuki, M&M

Upsides for the stocks though would be capped, given rising competition & fair valuations

FMCG, pharma exposure yields high returns

Balanced funds are equity oriented funds with 25% to 35% allocation to debt and money market instruments depending upon market scenario

Market share, margin gains ahead for Exide

Benign raw material prices and strong replacement demand seen as key drivers in FY14

Muted show, outlook weak for TVS Motor

Increasing competition from rivals and falling demand

Reward for an Idea: Upgraded on rising volumes, data share

Subscriber gains, better realisations and operating leverage will help the company report strong growth ahead

Deal to be a game-changer for Jet Airways

Besides operational and financial gains, Jet's minority shareholders can hope for better valuations

Analysts peg Bharti-Warid deal value at $224-$280 million

Uganda's third largest telecom company will help improve Bharti's market share from current 22% to 39%

Analysts cross fingers as RCom's rating hinges on stake sale

In talks with private equity consortium led by Samena Capital to sell its global communications services business unit