Margin Expansion

Jefferies predicts significant domestic earnings growth slowdown in FY24

Foreign-market related earnings are expected to see a big bounceback

Ideas For Profit | ICICI Bank

Q1 FY22 earnings reaffirm that ICICI Bank has transitioned well from a stressed bank to a growing lender. However, the valuation is not yet fully capturing the significant improvement in business fundamentals and growth story. Q1FY22 Highlights: · Net profit surged to Rs 4,616 crore, a growth of 78% YoY · NIMs improved on domestic book to 3.9% · Wrote back Rs 1,050 crore of COVID-19 related provisions created in earlier periods · High provision coverage ratio of 78% as of end June is comforting · Stock is trading at around 1.9 times FY23 estimated core book

TVS Motor falls 2% but analysts are upbeat on stock

Brokerages place their bets on the company's product mix as well as better volumes for the stock to perform well after two fiscals.

FY17 to be a soft year, margin may taper off a bit: eClerx CFO

eClerx Services expects multiple headwinds to result in a soft year with low single-digit growth according to CFO Rohitash Gupta.

Expect FY17 growth to be around 18%: Jain Irrigation

"The rains are very good now, so post October, we expect lot more demand. Also, some of the government action like making sugarcane mandatory with drip should result into a very strong domestic business," Anil Jain, MD of Jain Irrigation said.

See major margin expansion in '17; to be debt free by FY19: RSWM

Riju Jhunjhunwala, Managing Director of the company said, with most of the expansions coming on stream and with focus on value added products, they would see a significant margin expansion of around 100 basis points in FY17.

Deal pipeline flat; see modest growth for 2 quarters: Geometric

Manu Parpia, MD & CEO, Geometric said the growth has been decent for the quarter but expects it to be modest for the next two quarters.

Aim to reduce Rs 100 crore debt annually: Meghmani Organics

The basic chemical business is seeing very good growth because it is directly related to India‘s growth, said Ashish Soparkar, MD, Meghmani Organics, adding that the capacity utilisation for the segment is also at its optimum currently.

Q2 topline growth subdued, but margin expansion good: Ambit

Andrew Holland of Ambit Investment Advisors is bullish on the banking sector, especially private sector banks, as he believes there is still room for the Reserve Bank governor Raghuram Rajan to go in for more rate cuts. However, he is not too keen on the NBFC space and prefers banks over it