Tata Motors is expected to report a net profit of between INR 3,100 to 3,204 crore and revenue growth of up to 34% for Q4 on the back of strong EBITDA expansion across divisions. DLF will post a small increase with reported net profits at INR 477 crore, whereas Vedanta may experience a 48% decline with net profits anywhere between INR 2,168 crore to 2,618 crore. Cipla is expected to report a 5% YoY growth for domestic sales, but Kotak suggests a 16% decline in South Africa for the March quarter.
How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explains
Morgan Stanley’s Chetan Ahya highlights India’s growing advantage over China due to tariff differences. American companies are considering increased imports from India. Government policies are