Standalone jewellery sales for the firm were up 24 per cent year-on-year (YoY) on a slightly lower base and aided by like-to-like growth of 19 per cent
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There could be margin pressures in the near term, given commodity costs
Muted volume growth, higher ad spends may be a drag on profitability
Premium segment expected to do better than overall sales
Improving growth and expanding margins in competitive US market will be key challenges
Improved performance in consumer biz, its proposed listing remain key triggers
March quarter earnings were below estimates due to weak show of industrial segment
Recovery in the replacement segment and sales to auto makers to drive volumes
Eicher hot on the trail of TVS, which is a top pick of most brokerages
Brokerages expect a sequential improvement in margins
Stock correction was also on account of margin concerns
Although lower gas prices could offer some relief on margins
Street will track pace of bookings, project execution, and acquisition of new land
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Some brokerages bet on consumer staples, preferring this more defensive space
Strong volume growth in its core segments of M&HCV/tractors should help keep the sales trajectory elevated
The third-quarter financials didn't excite market watchers. But equity investors can still make money if they invest in the right stocks
While discounts have come down, pricing gap still large between incumbents and new players
In the near term, higher R&D costs and a recent acquisition to weigh on earnings growth