India business' average revenue per user is seen declining 3.5 percent QoQ to Rs 152.5 but volume growth may be 8.3 percent at 413 billion minutes and minutes of usage may increase 5.5 percent to 497.
Operating profit is expected to jump 55 percent to Rs 5,320 crore and margin may expand 530 basis points to 29.1 percent compared with year-ago quarter.
Key things to watch out for would be domestic volume growth that is expected to be 5-6 percent for the quarter, which would be upside risk for the stock.
Key things to watch out for would be asset quality movement. At the end of March 2017, total amount of loans under watchlist was Rs 11,232 crore (which accounts for 3 percent of total loan book).
Rise in commodity costs and high discounts may hit margin during the quarter but sequential margin is expected to improve as realisations improve and input price cooling off.
Operating profit may drop 9.4 percent to Rs 700 crore and margin may contract 50 basis points to 50.4 percent compared with same quarter last year.
Key factor to watch out for would be share buyback announcement. If the company announces 10 percent buyback then the company will have to shell out Rs 90.5 crore and Rs 226 crore for 25 percent buyback.
Operating profit may decline 3.2 percent to Rs 1,534.5 crore and margin may shrink 120 basis points to 43.8 percent compared with previous quarter.
Margin improvement is seen due to lower costs from sports business and other expenses while increase in other income may be due to sale of sports business.
Analysts feel if loan growth comes above 15 percent, domestic loan growth above 20 percent and net interest margin above 4 percent then that will be positive.
Analysts believe that the margins have bottomed out and should start showing improvement YoY hereon, ending three years of contraction, from 26 percent in FY14 to 16 percent in FY17.
Operating profit is seen falling 24 percent to Rs 364 crore and margin may shrink 200 basis points to 9 percent on year-on-year basis, mainly due to negative operating leverage and higher raw material cost.
Analysts expect the company to guide its dollar revenue growth in the range of 0-2 percent or 1-3 percent for July-September quarter.
Appreciation in rupee against US dollar may hurt net numbers, analysts feel.
Operating profit during the quarter is likely to drop 9 percent to Rs 1,075 crore and margin may be flat at 20 percent on year-on-year basis.
Low cost deposit flow may be strong for the bank, analysts feel.
Dollar revenue is likely to increase by half a percent to USD 129 million QoQ, according to average of estimates of analysts polled by CNBC-TV18.
According to average of estimates of analysts polled by CNBC-TV18, dollar revenue growth is expected to be 4 percent at USD 203.3 million QoQ.
Analysts say if slippages come below Rs 2,500 crore (against Rs 3,100 crore in Q4FY17) and gross non-performing assets improve (from 9.63 percent in Q4) then that will be taken positively.
The growth in assets under management is expected at 35-40 percent against 36.1 percent in Q4.
Analysts say topline could see a bump up of 10 percent due to excise duty added in gross sales.
Operating profit may increase 21 percent year-on-year to Rs 77.6 crore and margin may expand 300 basis points to 13 percent in the quarter gone by.
Topline and operational performance will be key to watch out for while the Street is divided on volume growth given uncertainty post GST rollou
Sales volumes are expected to boost results on a low base. Volumes may be driven by ramp-up at new capacities in East India at Jamul and Sindri plants.
Analysts polled by CNBC-TV18 say that the company could post a 6 percent rise in net profit to Rs 20.1 crore, while its income could rise to Rs 647.5 crore.