Page 4 - Jitendra Kumar Gupta

Lower sales, coal realisation impact Tata Power in Q3

Analysts awaiting clarity over regulatory issues and rate increase for the Mundra project

GVK Power: Hopes of debt cut priced in

While sale of stake in airport business and adjacent land will help lower debt, improvement in power business is crucial

PowerGrid: Some hiccups in Q3, but visibility remains intact

While wage arrears and higher costs impacted profits, analysts expect earnings to grow 15%

Lower sales, coal realisations take toll on Tata Power

A cap on FIIs in private banks restricts the extent of money that overseas portfolio investors can put into the proposed share sale

Engineers India: Sound business, reasonable valuations

Over last 5 years, despite sales dip and fall in net profit in 2012-13, it has delivered a CAGR of 27% in sales and generated cash of about Rs 400 crore annually

BHEL: Pain to continue in near term

Issues of slowdown are visible as both power and industrial segments reported drop in revenues with industrial segment reporting a 28% y-on-y drop in Q3

RInfra: Don't fret over discoms

Even if licences get cancelled, the market should take it positively, as large liabilities would shift out of company books

New lease of life for Gayatri Projects

Investors should be cautious as the gains will not come in a hurry, at least till the headwinds subside

Low demand, high costs key worries for JSW Energy

JSW Energy has operational power generation capacity of 3,140 Mw

Sesa Sterlite: Growth triggers in place

Quarterly results largely in line with expectations; Street expects benefits from capex in recent months to begin showing

JSPL's profits decline despite higher volumes, realisations

Lower profitability in power and an overall increase in fixed cost hit consolidate profits of company

We're unsure if the factors in recent global growth recovery are sustainable: Gary Dugan

Interview with Chief Investment Officer, Asia and Middle East, RBS Wealth Division

Recovery in sight for IL&FS Transportation

Currently, the company is sitting on an order book of about Rs 13,100 crore, three times its revenue

IL&FS Transportation Networks: Time to relook

As earnings and cash flows improve, worries on debt could ease leading to re-rating of the stock

Higher capacity utilisation may be a game-changer for India Inc

If hopes of an economic recovery materialise, many companies which are now operating at lower utilisation levels could see a turnaround in their fortunes

Are Coal India's bankers making more money than its investors?

If things remain as they are, at some point in time, the market will start putting more value for the cash CIL holds in its books rather than its business of coal mining

Street positive on company financials despite outgo

Analysts believe rewarding shareholders is a good strategy

Some respite for now to MTNL, BSNL

Relief with govt revival package but debt and losses remain huge

Stocks with a high upside potential

Their businesses are expected to do well this year and the scrips' downside risks are limited, as the valuations are reasonable

UPL: Buyback to create more value

Promoters' stake to swell from 27.34 per cent to 29.81 per cent