Analysts feel if slippages come below Rs 3,500 crore (against Rs 5,200 crore in Q1FY18), gross non-performing assets improve (11.4 percent in Q1) and net interest margin comes above 2.5 percent (2.48 percent) then that would be taken positively by the Street.
Revenue during the quarter is seen declining 17 percent to Rs 6,861 crore compared with Rs 8,265 crore in same quarter last fiscal, according to average of estimates of analysts polled by CNBC-TV18.
EBITDA (earnings before interest, tax, depreciation and amortisation) is seen rising 10 percent to Rs 1,590 crore but margin may contract to 57.2 percent from 66.5 percent YoY.
Analysts expect 5 percent growth in generation volumes. Average realisations are expected to remain flattish at around Rs 3.41 per unit.
Operating profit may grow 7 percent year-on-year to Rs 130 crore but margin may be flat at 10.9 percent for quarter ended September 2017.
Total sales could rise 19.8% at Rs 18,750 crore against Rs 15,645 crore that the firm posted during the last year.
The EBITDA is seen lower by 20 percent at Rs 1,468 crore against Rs 1,821 crore
The total income could jump over 8 percent at Rs 2,663 crore against Rs 2,456.1 crore.
Seasonally it is a weak quarter of the company given weak execution due to monsoon.
The revenue is seen higher by 39% at Rs 614 crore against Rs 442 crore in the same quarter last year.
The revenue could be higher by 20 percent at Rs 652 crore against Rs 541 crore.
Analysts feel if slippages fall (compared with 4,037 crore in Q1FY18), net interest margin comes above 2.1 percent (1.99 percent) and gross non-performing assets fall (from 13.05 percent) then that will be taken positively by the Street.
The revenue is seen higher by 6 percent at Rs 660 crore against Rs 625 crore year on year.
The company’s total income could rise by over 8 percent at Rs 2,554 crore versus Rs 2,363.5 crore.
Revenue for the firm is likely to be higher by 21 percent at Rs 3,164 crore against Rs 2,611 crore.
Analysts expect sales to remain lackluster due to weak market conditions and GST impact. They also expect weakness to continue over the QoQ growth in pre-sales with no new launches.
Analysts expect operating margins to improve on sequential basis. Margin may be held firm by SMR business due to higher volumes, but SMP margin may see some pressure due to start up cost in Audi plant.
Analysts feel the low base (Q2FY17) in auto segment and improvement in tractor volumes may boost earnings.
Analysts feel if slippages come lower than previous quarter (Rs 30,059 crore in Q1FY18) and asset quality improves (from 9.97 percent in Q1) then that will be taken positively by the Street.
Analysts expect around 5 percent YoY increase in sales of consumer durable on the back of lower base and expect muted performance by E&P segment.
Operating profit may increase 17 percent year-on-year to Rs 125 crore, but margin may contract 40 basis points to 19.7 percent in Q2.
Operating profit margin may be weak due to inability of the company to increase prices in telecom segment & other segments.
Investors could also watch out for the gross refining margins (GRMs) as the figure declared by Indian Oil disappointed the Street. It is expected to be around USD 8.8 per barrel against Q1’s reported figure of USD 5.86 per barrel.
EBITDA (earnings before interest, tax, depreciation and amortisation) may increase 15.6 percent year-on-year to Rs 1,074.4 crore and margin may expand 110 basis points to 25.7 percent for quarter ended September 2017.
Jaguar Land Rover is expected to report a 22 percent decline in profit at 191.25 million pound for the quarter, year-on-year as margin may remain under pressure.