Page 10 - Malini Bhupta

Bajaj Auto's Q4 ride hit by one-off speed-breaker

Higher realisations in domestic and export markets support operating income

Bharat Forge: Exports continue to drive sales growth in Q4

Operating margins up 520 bps on rich product mix, higher utilisation

FIIs turn defensive in March quarter, pump in $5.8 bn

Underweight on industrials, consumer, energy; banking and tech remained preferred sectors

Ashoka Buildcon set to enter big league

Low debt and healthy road portfolio set to drive earnings at a CAGR of 46% over FY15-17

JSW Steel: Weak realisations & exceptional items dent Q4 show

Lower volumes and higher costs erode profitability; Ebitda/tonne hits 20-quarter low

WPI reflects poor pricing power of producers

RBI may cut rate 25 bps by June as deflationary pressures persist

Lupin: Price erosion and fewer product launches dent sales growth in Q4

Operating margins fall 250 bps; sales growth in FY16 to be 10-15%

Union Bank's asset quality improves in Q4

Net profit falls 23%; tax writeback of Rs 180 crore arrests profit decline

HUL's Q4 numbers are a mixed bag

While operating margins jump 260 basis points to 16%, adjusted earnings grow 11%

Hero MotoCorp's profit below Street estimates

Drop in operating margins, higher costs and impairment of Rs 155 cr in US subsidiary make a dent

Improving economics to drive investments in renewables

At Rs 6-6.5 cr per Mw, total investment is estimated at Rs 10 lakh crore by 2022

Sluggish capex cycle hits ABB's March quarter earnings

Net profit rises 5.7% despite margin expansion; valuations remain expensive

Expect e-commerce Initial Public Offerings in 12-24 months

Online commerce set to hit $100 billion by 2020; sector in high-growth phase as India's internet population is set to grow 3 times

Frontline stocks & broader markets may crack further

High frequency indicators hit a low in March

Defence capex of Rs 15.5 lakh crore to lift local companies

Acquisition council clears projects of Rs 170,000 crore; this should result in higher order inflows in 12-18 months

Urban demand to drive auto sales in FY16

Passenger vehicles, CVs, scooters to grow at a healthy clip

FIIs struggling to understand if economy is picking up or slowing down: Neelkanth Mishra

Interview with India Equity Strategist, Credit Suisse

TVS Motor: Volumes may come under pressure

If volumes don't grow at estimated 12-15% in FY16, margins won't touch 10% by FY17

Stressed steel sector to spur bank NPAs in FY16

Exposure to over-leveraged segment accounts for four-nine per cent of loan books

Axis Bank: Asset quality surprises on the upside in Q4

Strong retail franchise continues to drive growth; analysts expect stock to be included in MSCI in May