Page 7 - Compass
One-offs aid Tech Mahindra results
Management confident, valuations are inexpensive
 "One-offs aid Tech Mahindra results")
HDFC provisions up, no sign of unease
Results in line with estimates, provisions on watch
 "HDFC provisions up, no sign of unease")
After weak results, Ashok Leyland hopeful of recovery
The fall in light commercial vehicles has been steeper
 "After weak results, Ashok Leyland hopeful of recovery")
Maruti Q3 in top gear on premium brands, cost control
The revenue performance was in line with analyst estimates
 "Maruti Q3 in top gear on premium brands, cost control")
IRB Infrastructure whistles past demonetisation blues
Healthy toll revenues and promising order book are key takeaways from results
 "IRB Infrastructure whistles past demonetisation blues")
Bharat Financial surprises positively in a tough quarter
Healthy prospects, reasonable stock valuations emerge as key positives
 "Bharat Financial surprises positively in a tough quarter")
HCL stands out in tough environment
Growth rate, forecast better than peers'
 "HCL stands out in tough environment")
HDFC Bank puts up a decent show
Falling margin may set off tweaks to profit estimates
 "HDFC Bank puts up a decent show")
Demand concerns to weigh on UltraTech
Strong Q3 operating profit positive, but stock gains capped unless volume and realisation improve
 "Demand concerns to weigh on UltraTech")
Price increases save the day for HUL
Weak revenues and operating profit margins pull down the company's earnings
 "Price increases save the day for HUL")
Motherson Sumi plays M&A game again, PKC buy is earnings-accretive
PKC buy is earnings-accretive and will boost revenues by 17% in initial year
 "Motherson Sumi plays M&A game again, PKC buy is earnings-accretive")
Near-term triggers for Cadila Healthcare
December quarter earnings seen as muted; product approval and acquisition plans hold key
 "Near-term triggers for Cadila Healthcare")
Axis' dismal show could trigger downgrades
Rise in bad loans from outside its watch list and slowing lending activity are sore points
 "Axis' dismal show could trigger downgrades")
Higher European share to improve Endurance Technologies' margins
Its operating profit margins in Europe, at 15%, are higher than those in India, at 12.5%
 "Higher European share to improve Endurance Technologies' margins")
Infosys pips TCS on Q3 margins
Experts feel TCS has run out of further margin levers and has to deliver consistently on revenue
 "Infosys pips TCS on Q3 margins")
Cipla: Triggers in place with launch, filings
Q3 is expected to be strong; Invagen integration, strong pipeline to keep revenue, profit growth healthy
 "Cipla: Triggers in place with launch, filings")
Limited upside for life insurance-related stocks
Segment needs fresh triggers as valuations are already at reasonable multiples
 "Limited upside for life insurance-related stocks")
Coromandel rides on good monsoon after 2 drought years
Lower raw material costs, reduction in inventory, improved subsidy payments to help earnings
 "Coromandel rides on good monsoon after 2 drought years")
Engineers India is key beneficiary of refinery upgrades
The company has exceeded its FY17 order inflow target of Rs 3,500 crore
 "Engineers India is key beneficiary of refinery upgrades")
Near-term relief for JSW Energy
Short-term pact is comforting at a time when merchant power rates are softening, coal costs rising
 "Near-term relief for JSW Energy")
