Adani Ports and Special Economic Zone Ltd
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q4 FY25.
A watchlist-style feed for credibility drops and silence detections across Indian management commentary.
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Coal volume decline impacting margins at Gangavaram and Krishnapatnam' — last mentioned in Q2 FY26.
Management stopped discussing 'FY2026 EBITDA guidance of INR 22,000 crore maintained' — last mentioned in Q1 FY26.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'FY25 EBITDA guidance upgraded to ₹18,800-18,900 crore' — last mentioned in Q2 FY26.
Management stopped discussing 'Competitive intensity in unsecured lending' — last mentioned in Q3 FY26.
Management stopped discussing 'Cost of funds expected to peak by August/September' — last mentioned in Q2 FY26.
Management stopped discussing 'Elevated credit costs in unsecured portfolios' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 credit cost at upper end of 1.85%-1.95%' — last mentioned in Q2 FY26.
Management stopped discussing 'Rural B2C business to grow 20-23% in FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Allianz exit from JV creates strategic uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'BALIC top-line growth to pick up from H2 FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'BALIC VNB margin trajectory to steepen' — last mentioned in Q4 FY25.
Management stopped discussing 'General insurance underwriting loss widened despite improved combined ratio' — last mentioned in Q3 FY26.
Management stopped discussing 'Motor OD loss ratio elevated due to pricing pressure and GST impact' — last mentioned in Q3 FY26.
Management stopped discussing 'CapEx to be INR 150-200 crore in FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost savings target of 2.5% of revenue for next year' — last mentioned in Q4 FY25.
Management stopped discussing 'Double-digit revenue growth aspiration' — last mentioned in Q2 FY26.
Management stopped discussing 'Margin pressure from delayed pricing actions' — last mentioned in Q3 FY25.
Management stopped discussing 'Regional competition and market share pressure' — last mentioned in Q2 FY26.
Management stopped discussing 'Biosimilar launch in US expected in Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Generic Advair launch expected in H1 FY2026' — last mentioned in Q4 FY25.
Management stopped discussing 'Generic Revlimid revenue decline' — last mentioned in Q2 FY26.
Management stopped discussing 'Goa facility FDA classification uncertainty' — last mentioned in Q2 FY25.
Management stopped discussing 'India branded business to grow in line with IPM in next three quarters' — last mentioned in Q2 FY26.
Management stopped discussing 'Automotive sector weakness may persist for 1-2 more quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 Services Revenue Growth Guidance Raised to 4.7%-5.25% CC' — last mentioned in Q3 FY26.
Management stopped discussing 'Q2 FY25 sequential growth expected across all verticals except Financial Services' — last mentioned in Q3 FY25.
Management stopped discussing 'CASA market share loss may persist' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost-to-income ratio to trend downwards over medium term' — last mentioned in Q1 FY26.
Management stopped discussing 'Credit growth glide path: FY25 below system, FY26 at system, FY27 above system' — last mentioned in Q3 FY26.
Management stopped discussing 'Credit risk in unsecured and priority sector loans' — last mentioned in Q2 FY26.
Management stopped discussing 'Home loan growth to match market in 18-24 months' — last mentioned in Q2 FY26.
Management stopped discussing 'Competitive intensity in beauty and personal care' — last mentioned in Q1 FY26.
Management stopped discussing 'EBITDA margin at lower end of 23-24% range' — last mentioned in Q3 FY26.
Management stopped discussing 'EBITDA margins to be maintained at current levels in short term' — last mentioned in Q2 FY25.
Management stopped discussing 'Ice cream demerger and Minimalist acquisition timelines' — last mentioned in Q2 FY26.
Management stopped discussing 'Integration risk for Minimalist acquisition' — last mentioned in Q1 FY26.
Management stopped discussing 'Competitive pressure from PSU banks on pricing' — last mentioned in Q2 FY26.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY26.
Management stopped discussing 'Loan growth to sustain with positive outlook' — last mentioned in Q3 FY26.
Management stopped discussing 'Margin pressure expected from rate cuts' — last mentioned in Q1 FY26.
Management stopped discussing 'Personal loan growth to trend down further' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Competitive intensity in tractors may pressure margins' — last mentioned in Q3 FY26.
Management stopped discussing 'EV volume target of 80,000+ units in FY27' — last mentioned in Q3 FY26.
Management stopped discussing 'International farm subsidiaries continue to drag profitability' — last mentioned in Q3 FY26.
Management stopped discussing 'Precious metal inflation impacting margins' — last mentioned in Q2 FY26.
Management stopped discussing 'Uncertainty around CAFE norms and TREM V regulations' — last mentioned in Q2 FY26.
Credibility score dropped from 100% to 0% — missed 2 out of 2 promises.
Management stopped discussing 'CAFE-3 norms compliance uncertainty' — last mentioned in Q1 FY26.
Management stopped discussing 'Domestic industry growth of 1-2% in FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Export volume target of 400,000 units for FY26' — last mentioned in Q3 FY26.
Management stopped discussing 'Full-year retail sales growth of 3-4%' — last mentioned in Q3 FY25.
Management stopped discussing 'Kharkhoda plant to start operations in Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Consumer electronics demand slowdown' — last mentioned in Q1 FY26.
Management stopped discussing 'Global margin volatility in O2C' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio AI Cloud and Cloud PC launch' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio subscriber churn from tariff hike' — last mentioned in Q2 FY26.
Management stopped discussing 'New energy project execution and cost overruns' — last mentioned in Q3 FY26.
Management stopped discussing 'Competitive intensity in non-par pricing' — last mentioned in Q2 FY26.
Management stopped discussing 'Product mix shift to 65/35 (ULIP/traditional) in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'Protection business to exceed 10% of total APE' — last mentioned in Q2 FY26.
Management stopped discussing 'Regulatory risk on bancassurance channel' — last mentioned in Q4 FY25.
Management stopped discussing 'Slower growth in bancassurance and agency channels' — last mentioned in Q2 FY26.
Management stopped discussing 'Elevated SMA-2 loans' — last mentioned in Q3 FY25.
Management stopped discussing 'Equity capital raise up to INR 25,000 crore (enabling resolution)' — last mentioned in Q4 FY25.
Management stopped discussing 'Exit NIM of 3% for FY26 and 3% through cycles' — last mentioned in Q3 FY26.
Management stopped discussing 'NIM compression from repo rate cuts' — last mentioned in Q4 FY25.
Management stopped discussing 'NIM to remain above 3% in H2 FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'BSNL deal peak revenue to continue for one more quarter, then taper' — last mentioned in Q3 FY26.
Management stopped discussing 'BSNL deal tapering could create revenue gap' — last mentioned in Q3 FY25.
Management stopped discussing 'BSNL revenue to taper from Q4 FY25 through Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Campus hiring of 40,000+ trainees in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 revenue growth expected to be better than FY25' — last mentioned in Q2 FY26.
Management stopped discussing 'Capital Foods and Organic India acceleration in Q4' — last mentioned in Q4 FY25.
Management stopped discussing 'Coffee price volatility impacting non-branded demand' — last mentioned in Q3 FY26.
Management stopped discussing 'Consolidated EBITDA margin target of ~15% by Q4 FY26' — last mentioned in Q3 FY26.
Management stopped discussing 'Structural margin improvement over the long term' — last mentioned in Q3 FY26.
Management stopped discussing 'Sustained high tea and coffee prices' — last mentioned in Q3 FY25.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q4 FY25.
Management stopped discussing 'Execution delays in capacity expansion' — last mentioned in Q3 FY26.
Management stopped discussing 'Fuel cost volatility from petcoke' — last mentioned in Q2 FY26.
Management stopped discussing 'FY27 capacity addition of 12 million tons' — last mentioned in Q3 FY26.
Management stopped discussing 'Integration and turnaround of India Cements' — last mentioned in Q4 FY25.
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Coal volume decline impacting margins at Gangavaram and Krishnapatnam' — last mentioned in Q2 FY26.
Management stopped discussing 'FY2026 EBITDA guidance of INR 22,000 crore maintained' — last mentioned in Q1 FY26.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'FY25 EBITDA guidance upgraded to ₹18,800-18,900 crore' — last mentioned in Q2 FY26.
Management stopped discussing 'Apollo HealthCo online segment breakeven in 5-6 quarters' — last mentioned in Q1 FY26.
Management stopped discussing 'Bangladesh patient flow disruption' — last mentioned in Q4 FY25.
Management stopped discussing 'Digital business cash break-even by Q3-Q4 FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'HealthCo blended EBITDA margin of 7%+ by FY27' — last mentioned in Q2 FY26.
Management stopped discussing 'HealthCo combined revenue target of INR 24,000-25,000 crore by FY27' — last mentioned in Q4 FY25.
Management stopped discussing 'Home décor losses and impairment' — last mentioned in Q4 FY25.
Management stopped discussing 'Maintain 18-20% consolidated EBITDA margin guidance' — last mentioned in Q2 FY26.
Management stopped discussing 'PBIT margin guidance maintained at 18%-20%' — last mentioned in Q1 FY26.
Management stopped discussing 'Single-digit value growth for Asian Paints in FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Single-digit volume and value growth expected near-term' — last mentioned in Q1 FY26.
Management stopped discussing 'AUM growth guidance maintained at 26-28% for FY25' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost of funds expected to peak by August/September' — last mentioned in Q2 FY26.
Management stopped discussing 'Credit cost guidance of 1.75-1.85% for FY25 with marginal upward bias' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated credit costs in unsecured portfolios' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 credit cost at upper end of 1.85%-1.95%' — last mentioned in Q2 FY26.
Credibility score dropped from 100% to 0% — missed 1 out of 1 promises.
Management stopped discussing 'Allianz exit from JV creates strategic uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'BALIC top-line growth to pick up from H2 FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'BALIC VNB margin trajectory to steepen' — last mentioned in Q4 FY25.
Management stopped discussing 'CapEx to be INR 150-200 crore in FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost savings target of 2.5% of revenue for next year' — last mentioned in Q4 FY25.
Management stopped discussing 'Double-digit revenue growth aspiration' — last mentioned in Q2 FY26.
Management stopped discussing 'Margin pressure from delayed pricing actions' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high commodity inflation' — last mentioned in Q3 FY25.
Management stopped discussing 'Biosimilar launch in US expected in Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Execution risk on peptide and respiratory pipeline' — last mentioned in Q2 FY26.
Management stopped discussing 'Generic Advair launch expected in H1 FY2026' — last mentioned in Q4 FY25.
Management stopped discussing 'Generic Revlimid revenue decline' — last mentioned in Q2 FY26.
Management stopped discussing 'Goa facility FDA classification uncertainty' — last mentioned in Q2 FY25.
Management stopped discussing 'Dependence on custom synthesis project wins' — last mentioned in Q3 FY25.
Management stopped discussing 'FY26 Capex Guidance of INR 2,000 Crore' — last mentioned in Q2 FY26.
Management stopped discussing 'Maintenance capex of INR 250-300 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Pricing pressure in large-volume generics' — last mentioned in Q3 FY25.
Management stopped discussing 'Red Sea disruptions impacting logistics' — last mentioned in Q4 FY25.
Credibility score dropped from 100% to 0% — missed 1 out of 1 promises.
Management stopped discussing 'B2B e-commerce: $1 billion revenue in three years' — last mentioned in Q1 FY26.
Management stopped discussing 'Dealer attrition and competitive intensity in paints' — last mentioned in Q1 FY26.
Management stopped discussing 'Net debt-to-EBITDA not to exceed 3-3.5x' — last mentioned in Q3 FY25.
Management stopped discussing 'Paint business: 6th plant commercial launch by Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Paints: #2 revenue market share and profitability within 3 years of full-scale operations' — last mentioned in Q2 FY26.
Management stopped discussing 'Automotive sector weakness may persist for 1-2 more quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q4 FY25.
Management stopped discussing 'FY25 revenue growth guidance maintained at 3-5% constant currency' — last mentioned in Q2 FY26.
Management stopped discussing 'Q2 FY25 sequential growth expected across all verticals except Financial Services' — last mentioned in Q3 FY25.
Management stopped discussing 'U.S. revenue mix declined YoY despite overall growth' — last mentioned in Q2 FY26.
Management stopped discussing 'CASA market share loss may persist' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost-to-income ratio to trend downwards over medium term' — last mentioned in Q1 FY26.
Management stopped discussing 'Credit risk in unsecured and priority sector loans' — last mentioned in Q2 FY26.
Management stopped discussing 'Home loan growth to match market in 18-24 months' — last mentioned in Q2 FY26.
Management stopped discussing 'Margin compression from lag in deposit repricing' — last mentioned in Q1 FY26.
Management stopped discussing 'Competitive intensity in beauty and personal care' — last mentioned in Q1 FY26.
Management stopped discussing 'EBITDA margin guidance of 22%-23% for next 2-3 quarters' — last mentioned in Q1 FY26.
Management stopped discussing 'EBITDA margins to be maintained at current levels in short term' — last mentioned in Q2 FY25.
Management stopped discussing 'Ice cream demerger and Minimalist acquisition timelines' — last mentioned in Q2 FY26.
Management stopped discussing 'Integration risk for Minimalist acquisition' — last mentioned in Q1 FY26.
Management stopped discussing 'Competitive pressure from PSU banks on pricing' — last mentioned in Q2 FY26.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY26.
Management stopped discussing 'Margin pressure expected from rate cuts' — last mentioned in Q1 FY26.
Management stopped discussing 'NIM compression from deposit repricing' — last mentioned in Q3 FY25.
Management stopped discussing 'Personal loan growth to trend down further' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Fresher hiring of 15,000+ in FY25 and 20,000+ in FY26' — last mentioned in Q3 FY25.
Management stopped discussing 'Uncertainty from tariff and macro environment' — last mentioned in Q2 FY26.
Management stopped discussing 'Precious metal inflation impacting margins' — last mentioned in Q2 FY26.
Management stopped discussing 'SUV volume growth guidance of mid-to-high teens for FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Tractor industry growth around 5% with upside potential' — last mentioned in Q2 FY26.
Management stopped discussing 'Uncertainty around CAFE norms and TREM V regulations' — last mentioned in Q2 FY26.
Management stopped discussing 'Urban demand slowdown' — last mentioned in Q1 FY26.
Management stopped discussing 'CAFE-3 norms compliance uncertainty' — last mentioned in Q1 FY26.
Management stopped discussing 'Full-year retail sales growth of 3-4%' — last mentioned in Q3 FY25.
Management stopped discussing 'Kharkhoda plant to start operations in Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained weakness in entry-level demand' — last mentioned in Q4 FY25.
Management stopped discussing 'Two SUV launches in FY26, including one EV' — last mentioned in Q1 FY26.
Management stopped discussing 'Capex of INR 30,000 crore at NTPC Green in FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Captive coal production target of 45 MMT in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'PPA signing delays for thermal projects' — last mentioned in Q3 FY25.
Management stopped discussing 'FY26 standalone production guidance: 20.928 MMT crude oil, 20.110 BCM gas' — last mentioned in Q2 FY26.
Management stopped discussing 'Gas ramp-up to 10 MMSCMD from KG field by FY25-end or early FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'KG-DWN-98/2 gas ramp-up delays' — last mentioned in Q1 FY26.
Management stopped discussing 'Peak oil production of 45,000 bopd from KG-DWN-98/2 by FY25-end' — last mentioned in Q2 FY26.
Management stopped discussing 'Standalone gas production target of ~21 BCM for FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Equipment supply constraints for transformers and GIS' — last mentioned in Q2 FY26.
Management stopped discussing 'Consumer electronics demand slowdown' — last mentioned in Q1 FY26.
Management stopped discussing 'E&P production decline from KG D6 fields' — last mentioned in Q2 FY26.
Management stopped discussing 'Global margin volatility in O2C' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio AI Cloud and Cloud PC launch' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio subscriber churn from tariff hike' — last mentioned in Q2 FY26.
Management stopped discussing 'Competitive intensity in non-par pricing' — last mentioned in Q2 FY26.
Management stopped discussing 'Individual APE growth of 15-17% in medium term' — last mentioned in Q2 FY26.
Management stopped discussing 'Product mix shift to 65/35 (ULIP/traditional) in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'Protection business to exceed 10% of total APE' — last mentioned in Q2 FY26.
Management stopped discussing 'Regulatory risk on bancassurance channel' — last mentioned in Q4 FY25.
Management stopped discussing 'Deposit growth lagging credit growth' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated SMA-2 loans' — last mentioned in Q3 FY25.
Management stopped discussing 'Equity capital raise up to INR 25,000 crore (enabling resolution)' — last mentioned in Q4 FY25.
Management stopped discussing 'NIM compression from repo rate cuts' — last mentioned in Q4 FY25.
Management stopped discussing 'NIM to remain above 3% in H2 FY26' — last mentioned in Q2 FY26.
Management stopped discussing 'Effective tax rate to increase on full-year basis' — last mentioned in Q2 FY26.
Management stopped discussing 'Ilumya PsA Phase III data expected H2 CY2025' — last mentioned in Q1 FY26.
Management stopped discussing 'Incremental $100M cost for Leqselvi and UNLOXCYT in FY2026' — last mentioned in Q2 FY26.
Management stopped discussing 'Leqselvi launch pending court decision on preliminary injunction' — last mentioned in Q4 FY25.
Management stopped discussing 'Leqselvi launch timeline dependent on litigation outcome' — last mentioned in Q3 FY25.
Management stopped discussing 'Campus hiring of 40,000+ trainees in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 revenue growth expected to be better than FY25' — last mentioned in Q2 FY26.
Management stopped discussing 'Margin aspiration of 26% by Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Capital Foods and Organic India acceleration in Q4' — last mentioned in Q4 FY25.
Management stopped discussing 'Growth businesses to grow 30% from Q2 onwards' — last mentioned in Q1 FY26.
Management stopped discussing 'Growth businesses to reach 30% of India portfolio' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high tea and coffee prices' — last mentioned in Q3 FY25.
Management stopped discussing 'Tea cost inflation not fully passed through' — last mentioned in Q4 FY25.
Management stopped discussing 'Competitive pricing pressure in constrained budgets' — last mentioned in Q4 FY25.
Management stopped discussing 'Effective tax rate expected 26%-27% for FY25' — last mentioned in Q1 FY26.
Management stopped discussing 'Macroeconomic headwinds in US and auto sector' — last mentioned in Q4 FY25.
Management stopped discussing 'Second half of FY26 expected to be better than first half' — last mentioned in Q2 FY26.
Management stopped discussing 'Capex of ~INR 10,000 crore in FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q4 FY25.
Management stopped discussing 'Double-digit volume growth in FY26 on like-for-like basis' — last mentioned in Q1 FY26.
Management stopped discussing 'Fuel cost volatility from petcoke' — last mentioned in Q2 FY26.
Management stopped discussing 'Integration and turnaround of India Cements' — last mentioned in Q4 FY25.
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'Logistics margin compression due to new business mix' — last mentioned in Q4 FY25.
Management stopped discussing 'Apollo HealthCo online segment breakeven in 5-6 quarters' — last mentioned in Q1 FY26.
Management stopped discussing 'Bangladesh patient flow disruption' — last mentioned in Q4 FY25.
Management stopped discussing 'HealthCo combined revenue target of INR 24,000-25,000 crore by FY27' — last mentioned in Q4 FY25.
Management stopped discussing 'Hospital margin trajectory ~24% despite new beds' — last mentioned in Q1 FY26.
Management stopped discussing 'Quick commerce competition pressuring 24/7 GMV' — last mentioned in Q1 FY26.
Management stopped discussing 'Home décor losses and impairment' — last mentioned in Q4 FY25.
Management stopped discussing 'PBIT margin guidance maintained at 18%-20%' — last mentioned in Q1 FY26.
Management stopped discussing 'Single-digit volume and value growth expected near-term' — last mentioned in Q1 FY26.
Management stopped discussing 'AUM growth guidance maintained at 26-28% for FY25' — last mentioned in Q1 FY26.
Management stopped discussing 'Credit cost guidance of 1.75-1.85% for FY25 with marginal upward bias' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated credit costs in unsecured portfolios' — last mentioned in Q4 FY25.
Management stopped discussing 'Allianz exit from JV creates strategic uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'BALIC top-line growth to pick up from H2 FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'BALIC VNB margin trajectory to steepen' — last mentioned in Q4 FY25.
Management stopped discussing 'CapEx to be INR 150-200 crore in FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Competitive intensity from regional players' — last mentioned in Q2 FY25.
Management stopped discussing 'Cost savings target of 2.5% of revenue for next year' — last mentioned in Q4 FY25.
Management stopped discussing 'Margin pressure from delayed pricing actions' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high commodity inflation' — last mentioned in Q3 FY25.
Management stopped discussing 'Biosimilar launch in US expected in Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Generic Advair launch expected in H1 FY2026' — last mentioned in Q4 FY25.
Management stopped discussing 'Goa facility FDA classification uncertainty' — last mentioned in Q2 FY25.
Management stopped discussing 'Lanreotide supply constraints limiting ramp-up' — last mentioned in Q2 FY25.
Management stopped discussing 'Lanreotide supply issues to resolve by end of Q3, recovery in Q4' — last mentioned in Q3 FY25.
Management stopped discussing 'Dependence on custom synthesis project wins' — last mentioned in Q3 FY25.
Management stopped discussing 'Double-digit revenue growth expected for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Maintenance capex of INR 250-300 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Pricing pressure in large-volume generics' — last mentioned in Q3 FY25.
Management stopped discussing 'Red Sea disruptions impacting logistics' — last mentioned in Q4 FY25.
Management stopped discussing 'B2B e-commerce: $1 billion revenue in three years' — last mentioned in Q1 FY26.
Management stopped discussing 'Dealer attrition and competitive intensity in paints' — last mentioned in Q1 FY26.
Management stopped discussing 'Net debt-to-EBITDA not to exceed 3-3.5x' — last mentioned in Q3 FY25.
Management stopped discussing 'Paint business: 6th plant commercial launch by Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'UltraTech: 200 MTPA cement capacity by FY27' — last mentioned in Q3 FY25.
Management stopped discussing 'Automotive sector weakness may persist for 1-2 more quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q4 FY25.
Management stopped discussing 'Q2 FY25 sequential growth expected across all verticals except Financial Services' — last mentioned in Q3 FY25.
Management stopped discussing 'CASA market share loss may persist' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost-to-income ratio to trend downwards over medium term' — last mentioned in Q1 FY26.
Management stopped discussing 'Credit growth glide path: FY25 below system, FY26 at system, FY27 above system' — last mentioned in Q1 FY26.
Management stopped discussing 'Margin compression from lag in deposit repricing' — last mentioned in Q1 FY26.
Management stopped discussing 'PSL shortfall in SMF and weaker sections' — last mentioned in Q4 FY25.
Management stopped discussing 'Competitive intensity in beauty and personal care' — last mentioned in Q1 FY26.
Management stopped discussing 'EBITDA margins to be maintained at current levels in short term' — last mentioned in Q2 FY25.
Management stopped discussing 'Integration risk for Minimalist acquisition' — last mentioned in Q1 FY26.
Management stopped discussing 'Near-zero pricing in short term, low single-digit positive by end of FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Potential margin pressure from commodity volatility' — last mentioned in Q4 FY25.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY26.
Management stopped discussing 'Margin pressure expected from rate cuts' — last mentioned in Q1 FY26.
Management stopped discussing 'NIM compression from deposit repricing' — last mentioned in Q3 FY25.
Management stopped discussing 'Personal loan growth to trend down further' — last mentioned in Q2 FY25.
Management stopped discussing 'Unsecured retail credit cost normalization' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Fresher hiring of 15,000+ in FY25 and 20,000+ in FY26' — last mentioned in Q3 FY25.
Management stopped discussing 'Urban demand slowdown' — last mentioned in Q1 FY26.
Management stopped discussing 'CAFE-3 norms compliance uncertainty' — last mentioned in Q1 FY26.
Management stopped discussing 'Full-year retail sales growth of 3-4%' — last mentioned in Q3 FY25.
Management stopped discussing 'Kharkhoda plant to start operations in Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained weakness in entry-level demand' — last mentioned in Q4 FY25.
Management stopped discussing 'Two SUV launches in FY26, including one EV' — last mentioned in Q1 FY26.
Management stopped discussing 'Captive coal production target of 45 MMT in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'PPA signing delays for thermal projects' — last mentioned in Q3 FY25.
Management stopped discussing 'Thermal capacity awards of 13.6 GW by FY27' — last mentioned in Q3 FY25.
Management stopped discussing 'Under-recovery to reduce to INR 250-300 Cr by Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'CapEx guidance of INR 32,000-33,000 crore for FY25 standalone' — last mentioned in Q4 FY25.
Management stopped discussing 'KG-DWN-98/2 gas ramp-up delays' — last mentioned in Q1 FY26.
Management stopped discussing 'Consumer electronics demand slowdown' — last mentioned in Q1 FY26.
Management stopped discussing 'Global margin volatility in O2C' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio AI Cloud and Cloud PC launch' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained weakness in O2C margins' — last mentioned in Q4 FY25.
Management stopped discussing 'Product mix shift to 65/35 (ULIP/traditional) in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'Regulatory risk on bancassurance channel' — last mentioned in Q4 FY25.
Management stopped discussing 'Top-line APE growth of high-teens to 20% for FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Cost-to-income ratio below 50-51%' — last mentioned in Q1 FY26.
Management stopped discussing 'Credit growth guidance of 12-13% for FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Deposit growth lagging credit growth' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated SMA-2 loans' — last mentioned in Q3 FY25.
Management stopped discussing 'Equity capital raise up to INR 25,000 crore (enabling resolution)' — last mentioned in Q4 FY25.
Management stopped discussing 'Ilumya PsA Phase III data expected H2 CY2025' — last mentioned in Q1 FY26.
Management stopped discussing 'Lenalidomide pricing pressure' — last mentioned in Q1 FY26.
Management stopped discussing 'Leqselvi launch pending court decision on preliminary injunction' — last mentioned in Q4 FY25.
Management stopped discussing 'Leqselvi launch timeline dependent on litigation outcome' — last mentioned in Q3 FY25.
Management stopped discussing 'Leqselvi patent litigation binary outcome' — last mentioned in Q4 FY25.
Management stopped discussing 'BSNL deal tapering could create revenue gap' — last mentioned in Q3 FY25.
Management stopped discussing 'BSNL revenue to taper from Q4 FY25 through Q2 FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Campus hiring of 40,000+ trainees in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'Margin aspiration of 26% by Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Capital Foods and Organic India acceleration in Q4' — last mentioned in Q4 FY25.
Management stopped discussing 'Growth businesses to grow 30% from Q2 onwards' — last mentioned in Q1 FY26.
Management stopped discussing 'Growth businesses to reach 30% of India portfolio' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high tea and coffee prices' — last mentioned in Q3 FY25.
Management stopped discussing 'Tea cost inflation not fully passed through' — last mentioned in Q4 FY25.
Management stopped discussing 'Competitive pricing pressure in constrained budgets' — last mentioned in Q4 FY25.
Management stopped discussing 'Effective tax rate expected 26%-27% for FY25' — last mentioned in Q1 FY26.
Management stopped discussing 'Macroeconomic headwinds in US and auto sector' — last mentioned in Q4 FY25.
Management stopped discussing 'Capex of ~INR 10,000 crore in FY26' — last mentioned in Q1 FY26.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q4 FY25.
Management stopped discussing 'Double-digit volume growth in FY26 on like-for-like basis' — last mentioned in Q1 FY26.
Management stopped discussing 'Integration and turnaround of India Cements' — last mentioned in Q4 FY25.
Management stopped discussing 'Pricing pressure in north and west regions' — last mentioned in Q1 FY26.
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Coal volume decline impacting margins at Gangavaram and Krishnapatnam' — last mentioned in Q4 FY25.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'Bangladesh patient flow disruption' — last mentioned in Q4 FY25.
Management stopped discussing 'HealthCo combined revenue target of INR 24,000-25,000 crore by FY27' — last mentioned in Q4 FY25.
Management stopped discussing 'New hospital bed additions may pressure margins' — last mentioned in Q2 FY25.
Management stopped discussing 'Home décor losses and impairment' — last mentioned in Q4 FY25.
Management stopped discussing 'Sustained competitive intensity' — last mentioned in Q4 FY25.
Management stopped discussing 'Credit cost guidance of 1.75-1.85% for FY25 with marginal upward bias' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated credit costs in unsecured portfolios' — last mentioned in Q4 FY25.
Management stopped discussing 'Allianz exit from JV creates strategic uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'BALIC top-line growth to pick up from H2 FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'BALIC VNB margin trajectory to steepen' — last mentioned in Q4 FY25.
Management stopped discussing 'Bina petrochemical project commissioning by FY28-29' — last mentioned in Q3 FY25.
Management stopped discussing 'Competitive intensity from regional players' — last mentioned in Q2 FY25.
Management stopped discussing 'Cost savings target of 2.5% of revenue for next year' — last mentioned in Q4 FY25.
Management stopped discussing 'Margin pressure from delayed pricing actions' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high commodity inflation' — last mentioned in Q3 FY25.
Management stopped discussing 'Volume elasticity from price increases' — last mentioned in Q3 FY25.
Management stopped discussing 'Generic Advair launch expected in H1 FY2026' — last mentioned in Q4 FY25.
Management stopped discussing 'Goa facility FDA classification uncertainty' — last mentioned in Q2 FY25.
Management stopped discussing 'Lanreotide supply constraints limiting ramp-up' — last mentioned in Q2 FY25.
Management stopped discussing 'Lanreotide supply issues to resolve by end of Q3, recovery in Q4' — last mentioned in Q3 FY25.
Management stopped discussing 'Two peptide launches expected in H2 FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Dependence on custom synthesis project wins' — last mentioned in Q3 FY25.
Management stopped discussing 'Double-digit revenue growth expected for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Maintenance capex of INR 250-300 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Pricing pressure in large-volume generics' — last mentioned in Q3 FY25.
Management stopped discussing 'Red Sea disruptions impacting logistics' — last mentioned in Q4 FY25.
Management stopped discussing 'Net debt-to-EBITDA not to exceed 3-3.5x' — last mentioned in Q3 FY25.
Management stopped discussing 'Paints: exit FY25 with high single-digit market share' — last mentioned in Q3 FY25.
Management stopped discussing 'UltraTech: 200 MTPA cement capacity by FY27' — last mentioned in Q3 FY25.
Management stopped discussing 'Automotive sector weakness may persist for 1-2 more quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q4 FY25.
Management stopped discussing 'FY25 revenue growth guidance maintained at 3-5% constant currency' — last mentioned in Q4 FY25.
Management stopped discussing 'Q2 FY25 sequential growth expected across all verticals except Financial Services' — last mentioned in Q3 FY25.
Management stopped discussing 'PSL shortfall in SMF and weaker sections' — last mentioned in Q4 FY25.
Management stopped discussing 'EBITDA margins to be maintained at current levels in short term' — last mentioned in Q2 FY25.
Management stopped discussing 'Near-zero pricing in short term, low single-digit positive by end of FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Potential margin pressure from commodity volatility' — last mentioned in Q4 FY25.
Management stopped discussing 'NIM compression from deposit repricing' — last mentioned in Q3 FY25.
Management stopped discussing 'Personal loan growth to trend down further' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Fresher hiring of 15,000+ in FY25 and 20,000+ in FY26' — last mentioned in Q3 FY25.
Management stopped discussing 'Tractor industry growth around 5% with upside potential' — last mentioned in Q3 FY25.
Management stopped discussing 'Full-year retail sales growth of 3-4%' — last mentioned in Q3 FY25.
Management stopped discussing 'Kharkhoda plant to start operations in Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained weakness in entry-level demand' — last mentioned in Q4 FY25.
Management stopped discussing 'CapEx guidance of INR 32,000-33,000 crore for FY25 standalone' — last mentioned in Q4 FY25.
Management stopped discussing 'Peak oil production of 45,000 bopd from KG-DWN-98/2 by FY25-end' — last mentioned in Q2 FY25.
Management stopped discussing 'Global margin volatility in O2C' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio AI Cloud and Cloud PC launch' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained weakness in O2C margins' — last mentioned in Q4 FY25.
Management stopped discussing 'Product mix shift to 65/35 (ULIP/traditional) in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'Regulatory risk on bancassurance channel' — last mentioned in Q4 FY25.
Management stopped discussing 'Top-line APE growth of high-teens to 20% for FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'VNB margin around ±28% for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Deposit growth lagging credit growth' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated SMA-2 loans' — last mentioned in Q3 FY25.
Management stopped discussing 'Equity capital raise up to INR 25,000 crore (enabling resolution)' — last mentioned in Q4 FY25.
Management stopped discussing 'NIM compression from repo rate cuts' — last mentioned in Q4 FY25.
Management stopped discussing 'Treasury income volatility' — last mentioned in Q3 FY25.
Management stopped discussing 'Leqselvi launch pending court decision on preliminary injunction' — last mentioned in Q4 FY25.
Management stopped discussing 'Leqselvi launch timeline dependent on litigation outcome' — last mentioned in Q3 FY25.
Management stopped discussing 'Leqselvi patent litigation binary outcome' — last mentioned in Q4 FY25.
Management stopped discussing 'R&D spend to step up to 8-10% of sales for FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'US Tariff and Policy Uncertainty' — last mentioned in Q4 FY25.
Management stopped discussing 'BSNL deal tapering could create revenue gap' — last mentioned in Q3 FY25.
Management stopped discussing 'Campus hiring of 40,000+ trainees in FY26' — last mentioned in Q4 FY25.
Management stopped discussing 'FY26 revenue growth expected to be better than FY25' — last mentioned in Q4 FY25.
Management stopped discussing 'Margin aspiration of 26% by Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Capital Foods and Organic India acceleration in Q4' — last mentioned in Q4 FY25.
Management stopped discussing 'Growth businesses to reach 30% of India portfolio' — last mentioned in Q3 FY25.
Management stopped discussing 'Sustained high tea and coffee prices' — last mentioned in Q3 FY25.
Management stopped discussing 'Tea cost inflation not fully passed through' — last mentioned in Q4 FY25.
Management stopped discussing 'Urban consumption slowdown impacting Starbucks and broader portfolio' — last mentioned in Q3 FY25.
Management stopped discussing 'Competitive pricing pressure in constrained budgets' — last mentioned in Q4 FY25.
Management stopped discussing 'Macroeconomic headwinds in US and auto sector' — last mentioned in Q4 FY25.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q4 FY25.
Management stopped discussing 'Integration and turnaround of India Cements' — last mentioned in Q4 FY25.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'FY25 cargo volume guidance of 460-480 MMT' — last mentioned in Q1 FY25.
Management stopped discussing 'Geopolitical impact on Haifa Port operations' — last mentioned in Q1 FY25.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing 'Gopalpur Port EBITDA margin target of 65-70%' — last mentioned in Q1 FY25.
Management stopped discussing '200 bps margin improvement in healthcare services over next few quarters' — last mentioned in Q2 FY25.
Management stopped discussing 'Add 500-550 new pharmacy stores in FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Addition of 2,300 beds over three years at INR 3,400 crore' — last mentioned in Q3 FY24.
Management stopped discussing 'Apollo 24/7 break-even in 6-8 quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Apollo 24|7 operational breakeven in Q4 FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Management stopped discussing 'Double-digit volume growth trajectory maintained' — last mentioned in Q2 FY25.
Management stopped discussing 'Geopolitical tensions could reverse raw material deflation' — last mentioned in Q4 FY24.
Management stopped discussing 'Global business headwinds in Nepal and Egypt' — last mentioned in Q3 FY24.
Management stopped discussing 'Home decor to reach 7%-8% of decorative sales by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost guidance of 155-165 bps for FY24' — last mentioned in Q3 FY25.
Management stopped discussing 'Potential impact of economic slowdown on asset quality' — last mentioned in Q3 FY25.
Management stopped discussing 'RBI restrictions on eCOM and Insta EMI Card not yet lifted' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'Rural B2C portfolio stress and slow growth' — last mentioned in Q1 FY25.
Management stopped discussing 'Allianz exit from JV creates strategic uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'BAGIC to maintain above-market growth with balanced profitability' — last mentioned in Q2 FY25.
Management stopped discussing 'Bajaj Finserv Health to integrate Vidal acquisition in Q1 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Add 4,000 new retail outlets by FY29' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Bina petrochemical project commissioning by FY28-29' — last mentioned in Q3 FY25.
Management stopped discussing 'Mozambique LNG project delays and cost escalation' — last mentioned in Q2 FY25.
Management stopped discussing 'Commodity Inflation from Geopolitical Tensions' — last mentioned in Q1 FY25.
Management stopped discussing 'Competition from local players and new entrants' — last mentioned in Q3 FY25.
Management stopped discussing 'Competitive intensity from regional players' — last mentioned in Q2 FY25.
Management stopped discussing 'Margin pressure from delayed pricing actions' — last mentioned in Q3 FY25.
Management stopped discussing 'Sluggish rural and traditional trade demand' — last mentioned in Q3 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Generic Symbicort filing in Q3 FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Goa facility re-inspection uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'Lanreotide supply constraints limiting ramp-up' — last mentioned in Q2 FY25.
Management stopped discussing 'Lanreotide supply issues to resolve by end of Q3, recovery in Q4' — last mentioned in Q3 FY25.
Management stopped discussing 'E-auction volume to be at least 15% of production' — last mentioned in Q3 FY24.
Management stopped discussing 'Dependence on custom synthesis project ramp-up' — last mentioned in Q3 FY25.
Management stopped discussing 'Kakinada plant production to start Q2 FY25, commercialization by Q3 FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Maintenance capex of INR 250-300 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Raw material price volatility' — last mentioned in Q2 FY25.
Management stopped discussing 'Sustained pricing pressure in US/European generics' — last mentioned in Q3 FY25.
Management stopped discussing 'B2B e-commerce: $1 billion revenue in three years' — last mentioned in Q2 FY25.
Management stopped discussing 'Cheap Chinese imports impacting VSF realizations' — last mentioned in Q3 FY24.
Management stopped discussing 'Net debt-to-EBITDA not to exceed 3-3.5x' — last mentioned in Q3 FY25.
Management stopped discussing 'Paints business losses increasing ahead of launch' — last mentioned in Q1 FY25.
Management stopped discussing 'Paints launch in Q4 FY24 with pan-India distribution by FY25 end' — last mentioned in Q3 FY24.
Management stopped discussing 'Automotive sector weakness may persist for 1-2 more quarters' — last mentioned in Q3 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q1 FY25.
Management stopped discussing 'FY24 operating margin guidance of 18%-19%' — last mentioned in Q4 FY24.
Management stopped discussing 'Potential margin pressure from wage hikes' — last mentioned in Q3 FY24.
Management stopped discussing 'Q4 services organic growth expected -1.3% to +0.6% QoQ' — last mentioned in Q3 FY25.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Deposit market share loss' — last mentioned in Q1 FY25.
Management stopped discussing 'EBITDA margin to be maintained at current healthy levels' — last mentioned in Q3 FY25.
Management stopped discussing 'Global commodity price volatility' — last mentioned in Q3 FY25.
Management stopped discussing 'Near-zero pricing in short term, low single-digit positive by end of FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Resurgence of small players in mass segments' — last mentioned in Q3 FY24.
Management stopped discussing 'Competitive pressure in corporate lending' — last mentioned in Q4 FY24.
Management stopped discussing 'Continued investment in technology and branches' — last mentioned in Q3 FY25.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY25.
Management stopped discussing 'Focus on risk-calibrated profitable growth' — last mentioned in Q3 FY25.
Management stopped discussing 'Full-year NIM expected similar to last year' — last mentioned in Q3 FY24.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spending remains under pressure' — last mentioned in Q1 FY25.
Management stopped discussing 'Fresher hiring of 15,000+ in FY25 and 20,000+ in FY26' — last mentioned in Q3 FY25.
Management stopped discussing 'H1 FY25 expected to be better than H2' — last mentioned in Q1 FY25.
Management stopped discussing 'Margin pressure from wage hikes and third-party costs' — last mentioned in Q3 FY25.
Management stopped discussing 'Auto production capacity to reach 49,000/month by March 2024' — last mentioned in Q3 FY24.
Management stopped discussing 'EV adoption slower than expected in entry-level segment' — last mentioned in Q4 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Mid-to-high teens SUV volume growth for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Tech Mahindra turnaround timeline uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'CAFE-3 norms compliance uncertainty' — last mentioned in Q3 FY25.
Management stopped discussing 'CNG vehicle sales target of 600,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Export volume target of 300,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Full-year retail sales growth of 3-4%' — last mentioned in Q3 FY25.
Management stopped discussing 'Industry volume target of 4.3 million units for FY25' — last mentioned in Q3 FY24.
Management stopped discussing 'Renewable commissioning targets: 3 GW in FY25, 5 GW in FY26, 8 GW in FY27' — last mentioned in Q2 FY25.
Management stopped discussing 'Thermal capacity awards of 13.6 GW by FY27' — last mentioned in Q3 FY25.
Management stopped discussing 'Thermal capacity ordering plan: 15.2 GW over FY25-FY27' — last mentioned in Q4 FY24.
Management stopped discussing 'Under-recovery to reverse in Q4 FY24 to INR 400-450 crore' — last mentioned in Q2 FY25.
Management stopped discussing 'KG 98/2 production ramp-up delays' — last mentioned in Q3 FY25.
Management stopped discussing 'OPaL continued losses and equity dilution' — last mentioned in Q1 FY25.
Management stopped discussing 'OPaL restructuring expected to improve profitability in 1-2 years' — last mentioned in Q2 FY25.
Management stopped discussing 'OPaL turnaround expected from FY26 onwards' — last mentioned in Q2 FY25.
Management stopped discussing 'Peak oil production of 45,000 bopd from KG-DWN-98/2 by FY25-end' — last mentioned in Q2 FY25.
Management stopped discussing 'Supply chain constraints for STATCOM and HVDC equipment' — last mentioned in Q1 FY25.
Management stopped discussing 'Discretionary demand slowdown' — last mentioned in Q3 FY25.
Management stopped discussing 'Jio AI Cloud and Cloud PC launch' — last mentioned in Q3 FY25.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'O2C margin pressure from global oversupply' — last mentioned in Q3 FY25.
Management stopped discussing 'Bancassurance growth slowdown due to digital transition' — last mentioned in Q2 FY25.
Management stopped discussing 'Focus on protection and non-PAR growth to improve product mix' — last mentioned in Q4 FY24.
Management stopped discussing 'Margin impact from new surrender value norms' — last mentioned in Q1 FY25.
Management stopped discussing 'Reinsurance support for protection business' — last mentioned in Q1 FY25.
Management stopped discussing 'Rising competitive intensity in agency channel' — last mentioned in Q2 FY25.
Management stopped discussing 'Credit cost to be around 50 bps' — last mentioned in Q2 FY25.
Management stopped discussing 'Deposit growth of ~10% for FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Elevated SMA-2 loans' — last mentioned in Q3 FY25.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'NIM to remain stable with 2-3 bps dip' — last mentioned in Q1 FY25.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Mohali plant supply suspension continues' — last mentioned in Q3 FY24.
Management stopped discussing 'BSNL deal tapering could create revenue gap' — last mentioned in Q3 FY25.
Management stopped discussing 'Fresher hiring of 40,000 for FY24 still on track' — last mentioned in Q1 FY25.
Management stopped discussing 'Headcount decline may signal demand softness' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin aspiration of 26% by Q4 FY25' — last mentioned in Q3 FY25.
Management stopped discussing 'Operating margin aspirational band of 26-28%' — last mentioned in Q1 FY25.
Management stopped discussing 'Coffee price volatility impacting non-branded demand' — last mentioned in Q3 FY25.
Management stopped discussing 'Growth businesses to be 30% of India portfolio growing at 30%' — last mentioned in Q1 FY25.
Management stopped discussing 'Innovation to sales ratio to exceed 5% for full year FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Integration risks from multiple acquisitions' — last mentioned in Q4 FY24.
Management stopped discussing 'Market share loss in low-end tea and salt segments' — last mentioned in Q4 FY24.
Management stopped discussing 'Sustained weakness in telecom vertical' — last mentioned in Q2 FY25.
Management stopped discussing 'CapEx spend of INR 6,000-7,000 crore for FY24' — last mentioned in Q3 FY25.
Management stopped discussing 'Fuel cost volatility from geopolitical disturbances' — last mentioned in Q2 FY25.
Management stopped discussing 'Kesoram integration and regulatory delays' — last mentioned in Q2 FY25.
Management stopped discussing 'Price weakness due to demand slowdown' — last mentioned in Q1 FY25.
Management stopped discussing 'Pricing pressure from industry overcapacity' — last mentioned in Q2 FY25.
Management stopped discussing 'Capex guidance of INR 10,500-11,500 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'FY25 cargo volume guidance maintained at 460-480 MMT' — last mentioned in Q2 FY25.
Management stopped discussing 'FY25 cargo volume guidance of 460-480 MMT' — last mentioned in Q1 FY25.
Management stopped discussing 'Geopolitical impact on Haifa Port operations' — last mentioned in Q1 FY25.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing '200 bps margin improvement in healthcare services over next few quarters' — last mentioned in Q2 FY25.
Management stopped discussing 'Add 500-550 new pharmacy stores in FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Addition of 2,300 beds over three years at INR 3,400 crore' — last mentioned in Q3 FY24.
Management stopped discussing 'Apollo 24|7 operational breakeven in Q4 FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Apollo HealthCo online segment breakeven in 5-6 quarters' — last mentioned in Q2 FY25.
Management stopped discussing 'Competitive intensity from new entrants (Birla Opus)' — last mentioned in Q2 FY25.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Management stopped discussing 'Double-digit volume growth trajectory maintained' — last mentioned in Q2 FY25.
Management stopped discussing 'Geopolitical tensions could reverse raw material deflation' — last mentioned in Q4 FY24.
Management stopped discussing 'Global business headwinds in Nepal and Egypt' — last mentioned in Q3 FY24.
Management stopped discussing 'AUM growth guidance maintained at 26-28% for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Elevated credit costs may persist beyond Q2' — last mentioned in Q2 FY25.
Management stopped discussing 'NIM compression of 30-40 bps over next two quarters' — last mentioned in Q1 FY25.
Management stopped discussing 'RBI restrictions on eCOM and Insta EMI Card not yet lifted' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'BAGIC to maintain above-market growth with balanced profitability' — last mentioned in Q2 FY25.
Management stopped discussing 'Bajaj Finserv Health to integrate Vidal acquisition in Q1 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Dependence on tender-driven government health and crop business' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 4,000 new retail outlets by FY29' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Crude price volatility and Russian discount narrowing' — last mentioned in Q3 FY24.
Management stopped discussing 'Mozambique LNG project delays and cost escalation' — last mentioned in Q2 FY25.
Management stopped discussing 'Commodity Inflation from Geopolitical Tensions' — last mentioned in Q1 FY25.
Management stopped discussing 'Competitive intensity from regional players' — last mentioned in Q2 FY25.
Management stopped discussing 'Sluggish rural and traditional trade demand' — last mentioned in Q3 FY24.
Management stopped discussing 'Target double-digit volume growth in H2 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Generic Symbicort filing in Q3 FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Goa facility re-inspection uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'Lanreotide supply constraints limiting ramp-up' — last mentioned in Q2 FY25.
Management stopped discussing 'Potential pricing pressure in Lanreotide market' — last mentioned in Q4 FY24.
Management stopped discussing 'Kakinada plant production to start Q2 FY25, commercialization by Q3 FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Maintenance capex of INR 250-300 crore for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Raw material price volatility' — last mentioned in Q2 FY25.
Management stopped discussing 'B2B e-commerce: $1 billion revenue in three years' — last mentioned in Q2 FY25.
Management stopped discussing 'Cheap Chinese imports impacting VSF realizations' — last mentioned in Q3 FY24.
Management stopped discussing 'Paints business losses increasing ahead of launch' — last mentioned in Q1 FY25.
Management stopped discussing 'Paints launch in Q4 FY24 with pan-India distribution by FY25 end' — last mentioned in Q3 FY24.
Management stopped discussing 'Renewables capacity of ~1 GW to be commissioned by Q1 FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q1 FY25.
Management stopped discussing 'FY24 operating margin guidance of 18%-19%' — last mentioned in Q4 FY24.
Management stopped discussing 'Potential margin pressure from wage hikes' — last mentioned in Q3 FY24.
Management stopped discussing 'Wage hike impact of 65-80 bps in Q3 and additional 50-60 bps in Q4' — last mentioned in Q2 FY25.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Deposit market share loss' — last mentioned in Q1 FY25.
Management stopped discussing 'Near-zero pricing in short term, low single-digit positive by end of FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Resurgence of small players in mass segments' — last mentioned in Q3 FY24.
Management stopped discussing 'Rural recovery may be slower than expected' — last mentioned in Q1 FY25.
Management stopped discussing 'Competitive pressure in corporate lending' — last mentioned in Q4 FY24.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY25.
Management stopped discussing 'Full-year NIM expected similar to last year' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'Operating expense growth to be around 8-10% in near term' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spend recovery limited to financial services' — last mentioned in Q2 FY25.
Management stopped discussing 'Discretionary spending remains under pressure' — last mentioned in Q1 FY25.
Management stopped discussing 'H1 FY25 expected to be better than H2' — last mentioned in Q1 FY25.
Management stopped discussing 'Large deal ramp-up may pressure margins' — last mentioned in Q1 FY25.
Management stopped discussing 'Medium-term margin optimism from Project Maximus' — last mentioned in Q4 FY24.
Management stopped discussing 'Auto production capacity to reach 49,000/month by March 2024' — last mentioned in Q3 FY24.
Management stopped discussing 'EV adoption slower than expected in entry-level segment' — last mentioned in Q4 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Mid-to-high teens SUV volume growth for FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Tech Mahindra turnaround timeline uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'CNG vehicle sales target of 600,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Export volume target of 300,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Industry volume target of 4.3 million units for FY25' — last mentioned in Q3 FY24.
Management stopped discussing 'Kharkhoda plant first line operational in 2025' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising steel prices may pressure margins' — last mentioned in Q2 FY25.
Management stopped discussing 'Coal mining target: 50 MMT annual production in three years' — last mentioned in Q2 FY25.
Management stopped discussing 'Renewable capacity target of ~15 GW by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'Renewable commissioning targets: 3 GW in FY25, 5 GW in FY26, 8 GW in FY27' — last mentioned in Q2 FY25.
Management stopped discussing 'Thermal capacity ordering plan: 15.2 GW over FY25-FY27' — last mentioned in Q4 FY24.
Management stopped discussing 'Under-recovery to reverse in Q4 FY24 to INR 400-450 crore' — last mentioned in Q2 FY25.
Management stopped discussing 'CapEx guidance of INR 32,000-33,000 crore for FY25 standalone' — last mentioned in Q2 FY25.
Management stopped discussing 'OPaL continued losses and equity dilution' — last mentioned in Q1 FY25.
Management stopped discussing 'OPaL restructuring expected to improve profitability in 1-2 years' — last mentioned in Q2 FY25.
Management stopped discussing 'OPaL turnaround expected from FY26 onwards' — last mentioned in Q2 FY25.
Management stopped discussing 'Peak oil production of 45,000 bopd from KG-DWN-98/2 by FY25-end' — last mentioned in Q2 FY25.
Management stopped discussing 'Intrastate JV pipeline of INR 10,000 crore from Rajasthan' — last mentioned in Q1 FY25.
Management stopped discussing 'Supply chain constraints for STATCOM and HVDC equipment' — last mentioned in Q1 FY25.
Management stopped discussing 'Global demand weakness impacting O2C margins' — last mentioned in Q2 FY25.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'Retail margin expansion to continue via operating leverage' — last mentioned in Q3 FY24.
Management stopped discussing 'Bancassurance growth slowdown due to digital transition' — last mentioned in Q2 FY25.
Management stopped discussing 'Focus on protection and non-PAR growth to improve product mix' — last mentioned in Q4 FY24.
Management stopped discussing 'Margin impact from new surrender value norms' — last mentioned in Q1 FY25.
Management stopped discussing 'Reinsurance support for protection business' — last mentioned in Q1 FY25.
Management stopped discussing 'Rising competitive intensity in agency channel' — last mentioned in Q2 FY25.
Management stopped discussing 'Credit cost to be around 50 bps' — last mentioned in Q2 FY25.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'NIM to be maintained around current levels' — last mentioned in Q4 FY24.
Management stopped discussing 'NIM to remain stable with 2-3 bps dip' — last mentioned in Q1 FY25.
Management stopped discussing 'Wage revision cost overhang' — last mentioned in Q2 FY24.
Management stopped discussing 'Effective tax rate to increase on full-year basis' — last mentioned in Q1 FY25.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Mohali plant supply suspension continues' — last mentioned in Q3 FY24.
Management stopped discussing 'Pricing pressure from Stelara biosimilars' — last mentioned in Q4 FY24.
Management stopped discussing 'R&D spend guidance maintained at ~6-7% of sales for FY24' — last mentioned in Q2 FY25.
Management stopped discussing 'Fresher hiring of 40,000 for FY24 still on track' — last mentioned in Q1 FY25.
Management stopped discussing 'FY25 growth expected to be better than FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Headcount decline may signal demand softness' — last mentioned in Q3 FY24.
Management stopped discussing 'Operating margin aspirational band of 26-28%' — last mentioned in Q1 FY25.
Management stopped discussing 'Prolonged demand softness in North America and BFSI' — last mentioned in Q1 FY25.
Management stopped discussing 'Growth businesses to be 30% of India portfolio growing at 30%' — last mentioned in Q1 FY25.
Management stopped discussing 'Innovation to sales ratio to exceed 5% for full year FY25' — last mentioned in Q2 FY25.
Management stopped discussing 'Integration risks from multiple acquisitions' — last mentioned in Q4 FY24.
Management stopped discussing 'Market share loss in low-end tea and salt segments' — last mentioned in Q4 FY24.
Management stopped discussing 'NourishCo aspirational target of INR 1,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Sustained weakness in telecom vertical' — last mentioned in Q2 FY25.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q1 FY25.
Management stopped discussing 'Fuel cost volatility from geopolitical disturbances' — last mentioned in Q2 FY25.
Management stopped discussing 'Kesoram integration and regulatory delays' — last mentioned in Q2 FY25.
Management stopped discussing 'Price weakness due to demand slowdown' — last mentioned in Q1 FY25.
Management stopped discussing 'Pricing pressure from industry overcapacity' — last mentioned in Q2 FY25.
Management stopped discussing 'Geopolitical impact on Haifa Port operations' — last mentioned in Q1 FY25.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing 'Gopalpur Port EBITDA margin target of 65-70%' — last mentioned in Q1 FY25.
Management stopped discussing 'Red Sea disruption impact on container volumes' — last mentioned in Q1 FY25.
Management stopped discussing 'Vizhinjam Port Phase 1 fully operational from October 2024' — last mentioned in Q1 FY25.
Management stopped discussing 'Add 500-550 new pharmacy stores in FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Addition of 2,300 beds over three years at INR 3,400 crore' — last mentioned in Q3 FY24.
Management stopped discussing 'Apollo 24|7 operational breakeven in Q4 FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Healthcare services EBITDA margin expansion of 150 bps in FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Healthcare services revenue growth of 15% for FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Management stopped discussing 'Geopolitical tensions could reverse raw material deflation' — last mentioned in Q4 FY24.
Management stopped discussing 'Global business headwinds in Nepal and Egypt' — last mentioned in Q3 FY24.
Management stopped discussing 'Home decor to reach 7%-8% of decorative sales by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'Value-volume gap to normalize to 5-6%' — last mentioned in Q1 FY25.
Management stopped discussing 'NIM compression of 30-40 bps over next two quarters' — last mentioned in Q1 FY25.
Management stopped discussing 'RBI restrictions on eCOM and Insta EMI Card not yet lifted' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'Rural B2C portfolio stress and slow growth' — last mentioned in Q1 FY25.
Management stopped discussing 'Bajaj Finserv Health to integrate Vidal acquisition in Q1 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Dependence on tender-driven government health and crop business' — last mentioned in Q4 FY24.
Management stopped discussing 'Regulatory risk on surrender charges for life insurance' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 4,000 new retail outlets by FY29' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Crude price volatility and Russian discount narrowing' — last mentioned in Q3 FY24.
Management stopped discussing 'Commodity Inflation from Geopolitical Tensions' — last mentioned in Q1 FY25.
Management stopped discussing 'Sluggish rural and traditional trade demand' — last mentioned in Q3 FY24.
Management stopped discussing 'Target double-digit volume growth in H2 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Generic Symbicort filing in Q3 FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Potential pricing pressure in Lanreotide market' — last mentioned in Q4 FY24.
Management stopped discussing 'Timing uncertainty for Goa plant reinspection and Abraxane launch' — last mentioned in Q4 FY24.
Management stopped discussing 'Two peptide launches expected in H2 FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Dependence on custom synthesis project ramp-up' — last mentioned in Q1 FY25.
Management stopped discussing 'Double-digit revenue growth expected year-on-year' — last mentioned in Q1 FY25.
Management stopped discussing 'Cheap Chinese imports impacting VSF realizations' — last mentioned in Q3 FY24.
Management stopped discussing 'Paints business losses increasing ahead of launch' — last mentioned in Q1 FY25.
Management stopped discussing 'Paints launch in Q4 FY24 with pan-India distribution by FY25 end' — last mentioned in Q3 FY24.
Management stopped discussing 'Renewables capacity of ~1 GW to be commissioned by Q1 FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Standalone CapEx of ~INR 4,500 crore in FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Discretionary spending recovery uncertain' — last mentioned in Q1 FY25.
Management stopped discussing 'FY24 operating margin guidance of 18%-19%' — last mentioned in Q4 FY24.
Management stopped discussing 'Potential margin pressure from wage hikes' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Deposit growth to outpace loan growth by 300-400 bps' — last mentioned in Q3 FY24.
Management stopped discussing 'Deposit market share loss' — last mentioned in Q1 FY25.
Management stopped discussing 'Global commodity price volatility' — last mentioned in Q4 FY24.
Management stopped discussing 'Near-zero pricing in short term, low single-digit positive by end of FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Resurgence of small players in mass segments' — last mentioned in Q3 FY24.
Management stopped discussing 'Rural recovery may be slower than expected' — last mentioned in Q1 FY25.
Management stopped discussing 'Competitive pressure in corporate lending' — last mentioned in Q4 FY24.
Management stopped discussing 'Credit cost to normalize around 50 bps' — last mentioned in Q1 FY25.
Management stopped discussing 'Full-year NIM expected similar to last year' — last mentioned in Q3 FY24.
Management stopped discussing 'Unsecured loan growth may attract regulatory action' — last mentioned in Q3 FY24.
Management stopped discussing 'Discretionary spending remains under pressure' — last mentioned in Q1 FY25.
Management stopped discussing 'H1 FY25 expected to be better than H2' — last mentioned in Q1 FY25.
Management stopped discussing 'Large deal ramp-up may pressure margins' — last mentioned in Q1 FY25.
Management stopped discussing 'Margin pressure from wage hikes and third-party costs' — last mentioned in Q2 FY24.
Management stopped discussing 'Medium-term margin optimism from Project Maximus' — last mentioned in Q4 FY24.
Management stopped discussing 'Auto production capacity to reach 49,000/month by March 2024' — last mentioned in Q3 FY24.
Management stopped discussing 'EV adoption slower than expected in entry-level segment' — last mentioned in Q4 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Tech Mahindra turnaround timeline uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'CNG vehicle sales target of 600,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Export volume target of 300,000 units for FY25' — last mentioned in Q1 FY25.
Management stopped discussing 'Industry volume target of 4.3 million units for FY25' — last mentioned in Q3 FY24.
Management stopped discussing 'Kharkhoda plant first line operational in 2025' — last mentioned in Q4 FY24.
Management stopped discussing 'Execution delays in renewable projects' — last mentioned in Q4 FY24.
Management stopped discussing 'Renewable capacity target of ~15 GW by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'Thermal capacity ordering plan: 15.2 GW over FY25-FY27' — last mentioned in Q4 FY24.
Management stopped discussing 'OPaL continued losses and equity dilution' — last mentioned in Q1 FY25.
Management stopped discussing 'Windfall tax applicability on KG Basin oil' — last mentioned in Q1 FY25.
Management stopped discussing 'Supply chain constraints for STATCOM and HVDC equipment' — last mentioned in Q1 FY25.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'O2C margin pressure from global oversupply' — last mentioned in Q1 FY25.
Management stopped discussing 'Retail margin expansion to continue via operating leverage' — last mentioned in Q3 FY24.
Management stopped discussing 'Focus on protection and non-PAR growth to improve product mix' — last mentioned in Q4 FY24.
Management stopped discussing 'Full-year individual APE growth of ~20%' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin impact from new surrender value norms' — last mentioned in Q1 FY25.
Management stopped discussing 'Reinsurance support for protection business' — last mentioned in Q1 FY25.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'NIM to be maintained around current levels' — last mentioned in Q4 FY24.
Management stopped discussing 'NIM to remain stable with 2-3 bps dip' — last mentioned in Q1 FY25.
Management stopped discussing 'Wage revision cost overhang' — last mentioned in Q2 FY24.
Management stopped discussing 'Effective tax rate to increase on full-year basis' — last mentioned in Q1 FY25.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Mohali plant supply suspension continues' — last mentioned in Q3 FY24.
Management stopped discussing 'Pricing pressure from Stelara biosimilars' — last mentioned in Q4 FY24.
Management stopped discussing 'Fresher hiring of 40,000 for FY24 still on track' — last mentioned in Q1 FY25.
Management stopped discussing 'FY25 growth expected to be better than FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Headcount decline may signal demand softness' — last mentioned in Q3 FY24.
Management stopped discussing 'Operating margin aspirational band of 26-28%' — last mentioned in Q1 FY25.
Management stopped discussing 'Prolonged demand softness in North America and BFSI' — last mentioned in Q1 FY25.
Management stopped discussing 'Growth businesses to be 30% of India portfolio growing at 30%' — last mentioned in Q1 FY25.
Management stopped discussing 'Integration of Capital Foods and Organic India within 100 days' — last mentioned in Q1 FY25.
Management stopped discussing 'Integration risks from multiple acquisitions' — last mentioned in Q4 FY24.
Management stopped discussing 'Market share loss in low-end tea and salt segments' — last mentioned in Q4 FY24.
Management stopped discussing 'NourishCo aspirational target of INR 1,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'CapEx spend of INR 6,000-7,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Cost reduction target of ₹300+ per ton over three years' — last mentioned in Q1 FY25.
Management stopped discussing 'Price weakness due to demand slowdown' — last mentioned in Q1 FY25.
Management stopped discussing 'Third phase of ~20 MTPA expansion to be announced by end of calendar 2023' — last mentioned in Q2 FY24.
Management stopped discussing 'FY24 cargo volume guidance maintained at 370-390 MMT' — last mentioned in Q3 FY24.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing 'Addition of 2,300 beds over three years at INR 3,400 crore' — last mentioned in Q3 FY24.
Management stopped discussing 'Apollo 24|7 operational breakeven in Q4 FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Combined pharmacy revenue target of INR 10,000 crore with 6% EBITDA margin' — last mentioned in Q2 FY24.
Management stopped discussing 'Healthcare services EBITDA margin expansion of 150 bps in FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Healthcare services revenue growth of 15% for FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Management stopped discussing 'Geopolitical tensions could reverse raw material deflation' — last mentioned in Q4 FY24.
Management stopped discussing 'Global business headwinds in Nepal and Egypt' — last mentioned in Q3 FY24.
Management stopped discussing 'Home decor to reach 7%-8% of decorative sales by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'PBDIT margin band of 18%-20% for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost guidance of 155-165 bps for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'RBI restrictions on eCOM and Insta EMI Card not yet lifted' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'Bajaj Finserv Health to integrate Vidal acquisition in Q1 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Dependence on tender-driven government health and crop business' — last mentioned in Q4 FY24.
Management stopped discussing 'Regulatory risk on surrender charges for life insurance' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 4,000 new retail outlets by FY29' — last mentioned in Q4 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Crude price volatility and Russian discount narrowing' — last mentioned in Q3 FY24.
Management stopped discussing 'Sluggish rural and traditional trade demand' — last mentioned in Q3 FY24.
Management stopped discussing 'Target double-digit volume growth in H2 FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Generic Symbicort filing in Q3 FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Goa facility re-inspection uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'Potential pricing pressure in Lanreotide market' — last mentioned in Q4 FY24.
Management stopped discussing 'Timing uncertainty for Goa plant reinspection and Abraxane launch' — last mentioned in Q4 FY24.
Management stopped discussing 'Cheap Chinese imports impacting VSF realizations' — last mentioned in Q3 FY24.
Management stopped discussing 'Paints launch in Q4 FY24 with pan-India distribution by FY25 end' — last mentioned in Q3 FY24.
Management stopped discussing 'Standalone CapEx of ~INR 4,500 crore in FY25' — last mentioned in Q4 FY24.
Management stopped discussing 'Sustained global textile demand weakness' — last mentioned in Q2 FY24.
Management stopped discussing 'FY24 operating margin guidance of 18%-19%' — last mentioned in Q4 FY24.
Management stopped discussing 'Potential margin pressure from wage hikes' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Deposit growth to outpace loan growth by 300-400 bps' — last mentioned in Q3 FY24.
Management stopped discussing 'EBITDA margin to be maintained in a healthy range' — last mentioned in Q3 FY24.
Management stopped discussing 'Global commodity price volatility' — last mentioned in Q4 FY24.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Resurgence of small players in mass segments' — last mentioned in Q3 FY24.
Credibility score dropped from 100% to 0% — missed 3 out of 3 promises.
Management stopped discussing 'Competitive pressure in corporate lending' — last mentioned in Q4 FY24.
Management stopped discussing 'Full-year NIM expected similar to last year' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'NIM compression from rising deposit costs' — last mentioned in Q4 FY24.
Management stopped discussing 'Unsecured loan growth may attract regulatory action' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin pressure from wage hikes and third-party costs' — last mentioned in Q2 FY24.
Management stopped discussing 'Medium-term margin optimism from Project Maximus' — last mentioned in Q4 FY24.
Management stopped discussing 'Prolonged discretionary spending slowdown' — last mentioned in Q2 FY24.
Management stopped discussing 'Auto production capacity to reach 49,000/month by March 2024' — last mentioned in Q3 FY24.
Management stopped discussing 'EV adoption slower than expected in entry-level segment' — last mentioned in Q4 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Tech Mahindra turnaround timeline uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'Industry volume target of 4.3 million units for FY25' — last mentioned in Q3 FY24.
Management stopped discussing 'Kharkhoda plant first line operational in 2025' — last mentioned in Q4 FY24.
Management stopped discussing 'Rising steel prices may pressure margins' — last mentioned in Q3 FY24.
Management stopped discussing 'Small car segment structural decline' — last mentioned in Q3 FY24.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'Retail margin expansion to continue via operating leverage' — last mentioned in Q3 FY24.
Management stopped discussing 'Full-year individual APE growth of ~20%' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'NIM to be maintained around current levels' — last mentioned in Q4 FY24.
Management stopped discussing 'Wage revision cost overhang' — last mentioned in Q2 FY24.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Mohali plant supply suspension continues' — last mentioned in Q3 FY24.
Management stopped discussing 'Pricing pressure from Stelara biosimilars' — last mentioned in Q4 FY24.
Management stopped discussing 'R&D spend guidance maintained at ~6-7% of sales for FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'FY25 growth expected to be better than FY24' — last mentioned in Q4 FY24.
Management stopped discussing 'Headcount decline may signal demand softness' — last mentioned in Q3 FY24.
Management stopped discussing 'Integration risks from multiple acquisitions' — last mentioned in Q4 FY24.
Management stopped discussing 'Market share loss in low-end tea and salt segments' — last mentioned in Q4 FY24.
Management stopped discussing 'NourishCo aspirational target of INR 1,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Tata Coffee integration expected to complete this fiscal year' — last mentioned in Q2 FY24.
Management stopped discussing 'U.S. coffee category softness and price volatility' — last mentioned in Q4 FY24.
Management stopped discussing 'Continued telecom weakness' — last mentioned in Q4 FY24.
Management stopped discussing 'CapEx spend of INR 6,000-7,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Fuel cost volatility from geopolitical disturbances' — last mentioned in Q4 FY24.
Management stopped discussing 'Third phase of ~20 MTPA expansion to be announced by end of calendar 2023' — last mentioned in Q2 FY24.
Management stopped discussing 'Colombo Port phase 1 commissioning by December 2024' — last mentioned in Q2 FY24.
Management stopped discussing 'FY24 cargo volume guidance maintained at 370-390 MMT' — last mentioned in Q3 FY24.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing 'Addition of 2,300 beds over three years at INR 3,400 crore' — last mentioned in Q3 FY24.
Management stopped discussing 'Combined pharmacy revenue target of INR 10,000 crore with 6% EBITDA margin' — last mentioned in Q2 FY24.
Management stopped discussing 'Margin pressure from new store additions and clinical investments' — last mentioned in Q3 FY24.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Management stopped discussing 'Global business headwinds in Nepal and Egypt' — last mentioned in Q3 FY24.
Management stopped discussing 'Home decor to reach 7%-8% of decorative sales by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'PBDIT margin band of 18%-20% for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost guidance of 155-165 bps for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Crude price volatility and Russian discount narrowing' — last mentioned in Q3 FY24.
Management stopped discussing 'Mozambique LNG project delays and cost escalation' — last mentioned in Q2 FY24.
Management stopped discussing 'Sluggish rural and traditional trade demand' — last mentioned in Q3 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Generic Symbicort filing in Q3 FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Goa facility re-inspection uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'US FDA classification for Indore facility pending' — last mentioned in Q3 FY24.
Management stopped discussing 'Cheap Chinese imports impacting VSF realizations' — last mentioned in Q3 FY24.
Management stopped discussing 'Paints launch in Q4 FY24 with pan-India distribution by FY25 end' — last mentioned in Q3 FY24.
Management stopped discussing 'Sustained global textile demand weakness' — last mentioned in Q2 FY24.
Management stopped discussing 'Potential margin pressure from wage hikes' — last mentioned in Q3 FY24.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Deposit growth to outpace loan growth by 300-400 bps' — last mentioned in Q3 FY24.
Management stopped discussing 'EBITDA margin to be maintained in a healthy range' — last mentioned in Q3 FY24.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Resurgence of small players in mass segments' — last mentioned in Q3 FY24.
Management stopped discussing 'Full-year NIM expected similar to last year' — last mentioned in Q3 FY24.
Management stopped discussing 'Unsecured loan growth may attract regulatory action' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin pressure from wage hikes and third-party costs' — last mentioned in Q2 FY24.
Management stopped discussing 'Prolonged discretionary spending slowdown' — last mentioned in Q2 FY24.
Management stopped discussing 'Auto production capacity to reach 49,000/month by March 2024' — last mentioned in Q3 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Tech Mahindra turnaround timeline uncertainty' — last mentioned in Q3 FY24.
Management stopped discussing 'Industry volume target of 4.3 million units for FY25' — last mentioned in Q3 FY24.
Management stopped discussing 'Rising steel prices may pressure margins' — last mentioned in Q3 FY24.
Management stopped discussing 'Small car segment structural decline' — last mentioned in Q3 FY24.
Management stopped discussing 'Renewable capacity target of ~15 GW by FY26' — last mentioned in Q3 FY24.
Management stopped discussing 'Supply chain constraints for STATCOM and HVDC equipment' — last mentioned in Q3 FY24.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'Retail margin expansion to continue via operating leverage' — last mentioned in Q3 FY24.
Management stopped discussing 'Full-year individual APE growth of ~20%' — last mentioned in Q3 FY24.
Management stopped discussing 'VNB margin to remain range-bound around 28-30%' — last mentioned in Q3 FY24.
Management stopped discussing 'Loan growth guidance of 12-14% for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Margin compression from deposit repricing' — last mentioned in Q3 FY24.
Management stopped discussing 'Wage revision cost overhang' — last mentioned in Q2 FY24.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Mohali plant supply suspension continues' — last mentioned in Q3 FY24.
Management stopped discussing 'Fresher hiring of 40,000 for FY24 still on track' — last mentioned in Q3 FY24.
Management stopped discussing 'Headcount decline may signal demand softness' — last mentioned in Q3 FY24.
Management stopped discussing 'Prolonged demand softness in North America and BFSI' — last mentioned in Q3 FY24.
Management stopped discussing 'NourishCo aspirational target of INR 1,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Tata Coffee integration expected to complete this fiscal year' — last mentioned in Q2 FY24.
Management stopped discussing 'CapEx spend of INR 6,000-7,000 crore for FY24' — last mentioned in Q3 FY24.
Management stopped discussing 'Third phase of ~20 MTPA expansion to be announced by end of calendar 2023' — last mentioned in Q2 FY24.
Management stopped discussing 'Colombo Port phase 1 commissioning by December 2024' — last mentioned in Q2 FY24.
Management stopped discussing 'Global trade slowdown impacting container volumes' — last mentioned in Q2 FY24.
Management stopped discussing 'Apollo 24|7 operational breakeven in Q4 FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Combined pharmacy revenue target of INR 10,000 crore with 6% EBITDA margin' — last mentioned in Q2 FY24.
Management stopped discussing 'Continued weakness in kitchen & bath business' — last mentioned in Q2 FY24.
Credibility score dropped from 100% to 0% — missed 3 out of 3 promises.
Management stopped discussing 'NIM compression of 25-30 bps expected for full year' — last mentioned in Q2 FY24.
Management stopped discussing 'Rising industry leverage in small-ticket loans' — last mentioned in Q2 FY24.
Management stopped discussing 'BALIC NBV growth expected to continue with product mix improvement' — last mentioned in Q2 FY24.
Management stopped discussing 'Competition in crop insurance and government health' — last mentioned in Q2 FY24.
Management stopped discussing 'Add 1,000 new retail outlets in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Add 500 CNG facilities by FY24 end' — last mentioned in Q2 FY24.
Management stopped discussing 'Capex target of INR 10,000 crore for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'Mozambique LNG project delays and cost escalation' — last mentioned in Q2 FY24.
Management stopped discussing 'Albuterol recall and market share loss' — last mentioned in Q2 FY24.
Management stopped discussing 'Sustained pricing pressure in US/European generics' — last mentioned in Q2 FY24.
Management stopped discussing 'Sustained global textile demand weakness' — last mentioned in Q2 FY24.
Management stopped discussing 'Credit cost reversion to mean' — last mentioned in Q2 FY24.
Management stopped discussing 'Price growth to be near flat or marginally negative in next 2 quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Margin pressure from wage hikes and third-party costs' — last mentioned in Q2 FY24.
Management stopped discussing 'Prolonged discretionary spending slowdown' — last mentioned in Q2 FY24.
Management stopped discussing 'Farm machinery revenue growth target of ~40% for FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'KG-D6 gas production target of 30 MMSCMD in FY24' — last mentioned in Q2 FY24.
Management stopped discussing 'LNG price volatility and gas realization risk' — last mentioned in Q2 FY24.
Management stopped discussing 'Wage revision cost overhang' — last mentioned in Q2 FY24.
Management stopped discussing 'India business to grow in line with or better than market in coming quarters' — last mentioned in Q2 FY24.
Management stopped discussing 'Market share loss in low-end tea and salt segments' — last mentioned in Q2 FY24.
Management stopped discussing 'Tata Coffee integration expected to complete this fiscal year' — last mentioned in Q2 FY24.
Management stopped discussing 'Prolonged telecom weakness' — last mentioned in Q2 FY24.
Management stopped discussing 'Third phase of ~20 MTPA expansion to be announced by end of calendar 2023' — last mentioned in Q2 FY24.