Disruptive pricing by Reliance Jio remains biggest risk
If good showing in May gathers pace and new product launches click, it could reverse the sluggish sales cycle
A revival in automobile volumes in the second half of the financial year and lower rubber prices are key triggers
Recent rise in share price factors in some of the gains, despite multiple growth drivers
Price surge discounts expected operational gains & lower debt. Pace of improvement holds the key
Analysts believe the company offers good prospects due to expected traction in existing projects and better cash flows
The company has reduced its debt pile a bit, but new launches and asset sales will decide the extent of improvement in cash flows
Market share gains in US & product pipeline will ensure outperformance
Market share in UV space stabilises, company guides for 6-10% industry growth in the UV and tractor space
Given the overall sales momentum, analysts expect consolidated revenue to beat forecast of 15% for FY15
Street awaits progress on sales pick-up and asset monetisation
New orders at European arm, rise in volume in local market likely to improve performance
Stock uptick sentiment-driven on hopes of higher growth but volumes and sales still sluggish due to muted demand
Strong order book, revival in demand in India to boost revenues, profits
Operations score better than expected; volume recovery key to better prospects
While there are multiple growth triggers going ahead, current valuations leave little room for upside
Export volumes will aid realisation but real test is to improve the Discover portfolio domestically
Rising risk appetite amid higher confidence and attractive valuations favours these counters, apart from their performance
While export is holding up, falling share in the domestic motorcycle segment continues to be a key worry