Bajaj Auto and TVS Motor are the largest exporters in the listed space with export revenues of Rs 12,000 crore and Rs 5,000 crore.
After selling brands like Pulsar, Boxer, Platina and RE in over 70 countries, Bajaj Auto plans to enter Thailand this year followed by Brazil next year.
Among the key concerns of the Street is market share losses in growth segments, led by higher competitive pressures.
While Covid-related sales may come down going ahead, analysts expect the company's domestic sales to outperform the market, led by the chronics portfolio, which accounts for 55 per cent of sales.
Rising commodity costs, coupled with other marketing-related expenses, could weigh on profitability in the coming quarters.
These five stocks, which have lagged the markets over the last two years, have doubled in value since March 23.
Among other segments, home broadband subscriptions have picked up and the virtual private network service, too, increased by around 15 per cent.
Jio is planning to win over 350 million 2G feature phone users by launching a smartphone at a fraction of the current cost.
While margins contracted by 30 basis points on y-o-y basis, they fell a sharper 120 basis points on a sequential basis to 16.8 per cent. Profitability was impacted adversely due to subdued demand, tepid realisations in commodity sectors, and negative operating leverage.
Experts believe while escalation with Pakistan might not have a significant impact on trade economics, both India and China have major trade and investments in each others' economies. While the dispute might continue, it could have a temporary effect on the markets.
In a circular dated May 20, Sebi had directed the listed companies to evaluate the impact of Covid-19 on their capital and financial resources, profitability, liquidity position, assets, and ability to service debt. Instead, companies have spoken about the number of plants, warehouses and distribution centres that have resumed operations; work-from-home and safety measures undertaken for employees; and the labour shortage they are facing.
Axis Bank and ICICI Bank consumed 37-59 per cent of their operating profit for COVID-19 provisioning, while the figure is 24 per cent in case of Kotak Mahindra Bank and 10-12 per cent for IndusInd Bank and HDFC Bank.
FB deal puts RIL on course to be debt-free next year; Reliance Retail biggest gainer from WhatsApp, JioMart arrangement.
The weakness in the stock was because of inspections by the American drug regulator at its Halol plant in Gujarat which resulted in eight observations, as well as a downward revision of speciality drug payoffs.
With little clarity on the demand outlook, investors should wait out the next couple of quarters rather than rush in to catch a falling knife, says Ram Prasad Sahu.
Delay in demand recovery and higher stock valuations mean low safety margin, say analysts.
Analysts expect Colgate's overall volume growth to remain in single digits (around 5-6 per cent) for the next two years.
With liquidity crunch hitting operations, many finance companies have put the brakes on sanctions in the third quarter in the aftermath of the IL&FS crisis.
An initial reading of the guidelines indicates two factors - potential rise in borrowing cost and lower returns on investment book - could hit the spread of NBFCs.
Given the school break, this is the peak travel season and companies catering to the 'friends and family' segment are expected to gain.