Viscose staple fibre (VSF) and chemical business continue to operate at near-capacity utilisation. Analysts expect VSF realisations and volumes to come in higher.
Operating profit is likely to crash 40 percent to Rs 1,744.5 crore and margin may contract 1,080 basis points to 24.6 percent compared with same quarter last year.
Analysts expect revenue growth to be led by price hikes and favorable product mix, in addition to the volume growth.
Revenue from operations may jump 32 percent to Rs 10,030 crore in April-June quarter compared with Rs 7,597.35 crore in same quarter last fiscal.
Slippages and operating profit growth will be key factors to watch out for. Slippages from restructured book will be seen closely.
Analysts feel lower trend of slippages (Rs 10,368 crore in Q4FY17) will be seen positive. If net interest margin comes above 2.8 percent then that will also be positive.
On an operating level, the company could post a profit of Rs 92 crore, a rise of 21 percent from Rs 76 crore
Analysts expect volume growth at 7-8 percent and realisations at 7-8 percent that may negate the impact of high cotton price.
Analysts expect volume growth at 3.5-4 percent for the quarter but realisations are expected to be flat.
Analysts expect strong demand traction across India (standalone)/SMR (rear view mirror business) and SMP business (exterior and interiors of cars).
Key things to watch out for would be update on North American truck market, Indian non-auto segment and overseas expansion program.
Key things to watch for would be the movement in stressed assets. Analysts feel if slippages come below Rs 3,000 crore (against Rs 2,951 crore in Q4FY17) then that will be positive.
Operating profit is expected to surge 56.9 percent to Rs 306 crore and margin may expand 240 basis points to 15 percent compared to same quarter last year.
Revenue during the quarter is seen rising 17 percent year-on-year to Rs 397 crore, driven by both consultancy & lumpsum turnkey segment.
The revenue could soar 56 percent at Rs 2,680 crore against Rs 1,721 crore year on year.
Jaguar Land Rover is expected to report a 10 percent growth in profit at 335 million pound and 8 percent growth in revenue at 5,833 million pound on year-on-year basis.
The total income could rise 15 percent at Rs 2,012 crore against Rs 1,754 crore posted during the same quarter in the last year.
Analysts expect an improvement in Jindal Power's generation, aided by good seasonal demand. Lower coal prices and higher seasonal merchant prices may drive margins higher.
Operating profit is likely to decline 13 percent year-on-year to Rs 252 crore and margin may contract by 400 basis points to 18 percent in June quarter.
Revenue may be hit due to weak order book position. Analysts expect gradual pick-up in the energy segment from Q1FY18 onwards.
Analysts say if slippages fall (from Rs 6,915 crore in Q4FY17), net interest margin comes above 2.2 percent and gross non-performing assets decline (from 13.22 percent in Q4FY17) then that will be positive.
Margin is likely to be more important than topline as revenue will see GST impact, raw material inflation was softer than expected and price hike (7-8 percent in Q4FY17).
More than the results the street will watch out India EBITDA per tonne, Europe EBITDA per tonne, debt reduction plan and JV with Thyssenkrupp.
Revenue during the quarter is likely to fall 3 percent to Rs 1,424 crore on year-on-year basis.
Key things to watch out for would be asset quality, AUM growth and net interest margin.