Honda Mobilio and Tata Zest could challenge one-third of Maruti's earnings
Given rich valuations, upside for the stock capped for now
Higher proportion of non-auto business is helping the company improve revenues and margins
Expectations of strong results, consistent performance and investors preference for stocks in the defensive space help the sector outshine broader markets
Street will keep an eye on its ability to balance higher volumes, market share gains with margin growth
Higher subscriber additions, price rises would help improve revenues and margins
Airtel, Vodafone & Idea, with higher bandwidth across different bands, could take advantage of spectrum sharing
Performance across parameters ahead of Street expectations
Lower debt, asset-light focus and a recovery in demand will help the company improve its financials
Favourable response to launches, recovery in CVs will aid growth
Recovery in sales to auto makers likely to help volume growth
Spotlight likely to be on oil and gas, infrastructure, financials, real estate
Focus on high margin segments in domestic business and strong US pipeline to ensure growth
Likely acquisitions, RJio's roll-out to increase customers and rentals
The recent one revives hope of more exclusive launches from its rich product line, which if followed by resolution of the US drug regulator issues could trigger a re-rating
Further deleveraging needed to cut net debt and sustain operational improvement
Advertisement growth is likely to improve on hikes, low base and higher economic growth
More upside depends on gains in market share and margins
Sharp earnings upgrades for FY15 were driven by March quarter show, prospects in various markets
Disruptive pricing by Reliance Jio remains biggest risk