Page 12 - Malini Bhupta

Auto sector to report 10% PAT growth in Q4

Input costs, currency movement to drive margin expansion

RBI: Downward revision to FY16 GDP estimates likely

Despite Reserve Bank of India's cautious view on inflation, market builds in 75 bps of rate cut

Bank of Baroda best placed among PSU banks

Has relatively better position on impaired assets, diversified loan book and cheaper valuations

Street expects FY16 rate cut of 75-100 bps

For better transmission, many economists also expect RBI to ease cash reserve norms

Lupin: Earnings to grow 29% CAGR over FY15-17

Company targets $5-bn revenues by FY18, driven by organic and inorganic growth

IT Sector: Dollar revenue growth to remain flat QoQ in Q4

Infosys, HCL might fare marginally better than TCS, Wipro in Q4; Tech Mahindra growth to be slowest

NTPC: RoEs likely to surprise positively

Allocation of 5 coal mines, promise of more earnings drive interest

Rural themes at risk as ground reality far from rosy

Analysts worry about possible loan waiver, falling sales of 2-wheelers, tractors and consumer products

We expect RBI to cut rates by another 75 bps: Gautam Chhaochharia

Q&A with Gautam Chhaochharia, executive director and head of India research, UBS

What mid-caps to buy?

As valuations of large-caps look stretched and earnings downgrades loom, the market looks at strong mid-caps

Accenture hikes FY15 revenue growth guidance to 8-10%

This mitigates concerns on demand environment

Power Sector: Light at the end of the tunnel

Returns ratios of JSW Energy and NTPC to improve in FY16, as power demand picks up

Earnings shocker likely for markets

Sensex earnings likely to grow only 6.3% in Q4; investors likely to look for safety, as sharp downgrades for FY16 expected

Tata Motors: Equity dilution to have marginal impact on earnings

Inexpensive valuations, possible revival in domestic market, debt restructuring likely drivers for stock

HUL's volumes to grow 6-7% in Q4

Company's promotional activity, price cuts fail to boost demand

Our overvalued currency big risk to growth: Ridham Desai

Interview with MD & Head of India Research, Morgan Stanley

BHEL: Execution to remain sluggish as power projects await clearances

Near-term order visibility to come under a cloud as Street expects Telangana orders to see delays

Euro's 20% fall against the rupee to hurt exporters

Companies shipping to Europe to see rupee revenues coming under pressure in fourth quarter

RBI's rate cuts to impact margins of top banks in FY16

Weak loan growth, capital constraints and lower margins make PSBs unattractive

Federal Reserve can hike funds rate anytime after April

Dollar's strength and falling crude oil prices force downward revision of 2015 growth forecast