While growth metrics for Infosys was skewed to a single vertical and it is struggling to get a handle on costs, TCS has been able to manage growth and keep cost inflation under control.
'The effect will be seen two-three quarters down the line.'
From Dabur to HUL, here are 10 stocks with significant rural exposure in the auto, agri-chemical and fast moving consumer goods sectors, which should see an uptick in sales growth.
The rubber and tourism industries in the state, to which the bank has exposure, have been hit.
It has Rs 20,500 crore of standard stressed pool outstanding as of June 2018. Thus, the entire stressed book (net NPAs and standard stressed pool) is nearly two times its net worth.
'Kerala isn't as dependent on agriculture like Bihar or Odisha or even other southern states.' 'Economic losses would not be too intense, unlike other states.' 'The floods could, at best, impact India Inc's earnings for a quarter or two.'
Insurer has also made fresh investments since December 2015 quarter when RBI told banks to recognise bad loans
Analysts say strengthening bank's capital will boost earnings, bank needs chief with long stint to run show
Price cuts post the November GST rate rationalisation helped improve volume growth for HUL, what pegged back sales for ITC is adverse social media rumours against Aashirvaad atta, its single-largest FMCG brand.
From MRF to Shree Cement: 23 companies which delivered 30% CAGR in 15 years.
Over-expansion, bad management, and multiple allegations irreparably taint Malvinder and Shivinder Singh
The event will also hurt PNB's asset quality in the March 2018 quarter. While the finer details of the fraud have not been provided, making it difficult to gauge the exact impact, analysts say it will dent the bank's financials.
Street may be ignoring TCS headwinds as the stock's peak valuation doesn't seem justified by BFSI weakness, likely higher US tax rates and stronger rupee, reports Ram Prasad Sahu.
In the quarter ended September 30, the Pirojsha Godrej-led firm recorded Rs 492 crore net sales, up 49% year-on-year
What stocks will gain from a normal monsoon?
Falling revenues, increased capex, and first full year of spectrum debt may make things worse
Revenues of Airtel and Idea have been hit by falling realisation and analysts said margins would be affected by higher costs.
Ambani said, in the telecom space, the focus will be on debt reduction, and the virtual merger did away with the need for major capex and will help towards this
Almost a third of the company's capex was stuck in this project
Godrej Properties, is on the horizon as it unlocks value in its high-value Bandra-Kurla Complex (BKC) project.