Two-wheeler company's margin gains among factors that should be monitored: Analysts
Company optimistic about Q2 and analysts continue to see high long-term growth prospects
Macro conditions could improve and valuations are already low
However, as competition and fresh capacity is also rising, scale and ability to control costs will play a crucial role
The company had won a new export order of Rs 280 crore in the quarter taking its total order book to Rs 2,300 crore
All analysts polled this month are bullish on the two power financiers and see further gains of 19-20 per cent in the next one year
Although the Rs 4,621 crore deal may weigh on Titan's earnings in the short-term, analysts are positive on the long-term prospects
Valuations factoring in second-half recovery are in the expensive zone
Royalty as percentage of sales stood at 43 per cent in Q1FY24 versus 44.8 per cent in Q4FY23
Revenue of the contract research and manufacturing services player was down 21 per cent y-o-y
Quite a few analysts are maintaining a 'buy' rating on the bank but they have downgraded earnings and RoA (return on assets) expectations and target prices
They replaced ACC, Nykaa, HDFC AMC, Indus Towers and, Page Industries in the 50-share index
Indian auto companies are investing in robotics which is a potential source of traction
The stake was purchased from Adani group promoter entities Worldwide Emerging Market Holding and Afro Asia Trade and Investments
As compared to 64% in the March quarter, overall occupancies across hospitals in the group were at 62%
In operational terms, annualised premium equivalent (APE) declined and value of new business (VNB) margin was flat
The company guidance is to add over 100,000 square kilometres of exploratory area annually, and spend Rs 10,000 crore each year on exploration
However, analysts have mixed views due to muted coal price outlook
Monthly production data and global price trends are key variables going forward
Zomato's food delivery revenue (excluding delivery charges) grew 17 per cent Q-o-Q and 28 per cent Y-o-Y