Value unlocking from the share offering is a positive
Realisations still below pre-note-ban levels
Core performance supported by prices; concerns remain
Electrical and lighting division shows a lot of potential
Better sales volumes and sales realisations, good show of alumina segment, to drive net profit
Higher sales volumes, better product mix to help stock sustain outperformance of larger peers
More orders like Technopark critical to support the profitability of its core power grid division
Muted demand, worsened by demonetisation, could take a few quarters to revive
The 39% rise in net profit to Rs 80 cr was due to higher other income, not strong revenue growth
New products, cranking up volumes among key steps
Expected boost to US business missing; results short of Street expectations
Analysts expect volumes and operating profit margin to pick up for JLR and India unit both
Profitability misses expectations, but e-auction rates, volumes, demand give comfort
Higher capacity use and realisation should help improve margins
Transition to BS-IV emission norms, higher commodity costs could hurt
Market share gains in the US led to higher operating or underlying profit
Higher commodity prices, infrastructure focus of new US govt could help the company further
Firm's 19% y-o-y growth is way ahead of peers Dr Reddy's and Glenmark, which delivered 2.0-6.6%
Stocks like ABB India, Siemens, Cummins, BHEL have beaten Sensex's 8% gains with returns of 9-29%
Results were helped by Rs 20 crore of provision being written back