Ram Prasad Sahu

From Asian Paints to Bajaj Finance: Ten largecaps ripe for picking

Apart from trading at a discount to their historic valuation, many companies are industry leaders with superior balance sheets and financial ratios

Lights, Camera, Action: PVR Inox set to star in a profitable sequel

Coming soon: Blockbuster content pipeline and asset-light model promise a box-office hit for investors

Crompton Greaves Consumer may underperform on near-term demand concerns

Near-term demand is lower amidst a host of factors such as inflationary challenges on consumer spending, rural weakness, and Q2 being a seasonally weak quarter post a strong summer

Higher sales, occupancy to improve profit trajectory of Max Healthcare

Acquisitions, organic growth to improve profit trajectory

Strong content pipeline, asset light model to drive gains for PVR Inox

Most brokerages believe that the content pipeline in the December quarter will help the company surpass the performance in Q2FY24

Pharma's power pill: A strong dose of steady pricing and new launches

Pricing pulse check: US market demand, domestic stability as growth tonics

Near term demand concerns ahead for Samvardhana Motherson's stock

While the brokerage is watchful of global growth slowing down, it expects inorganic growth to aid in the outperformance of Samvardhana Motherson

Multiple growth triggers to drive gains for United Spirits stock

Growth on top: Premiumisation and strategic pricing raise the bar for its Prestige and Above portfolio

Margin pressures, valuations to weigh on P&G Hygiene and Healthcare

Going ahead, the Street will track the sales and margin trajectory. Sales growth in the quarter came in ahead of estimates in a seasonally weak quarter due to lower sales of Vicks

Bharti Airtel's valuations to sustain on market share & cash flow gains

Given these triggers, brokerages believe that premium valuations for the stock are justified

LTIMindtree and L&T Technology Services plug into high-growth nodes

Strategic reboots and fresh opportunities drive broker upgrades for the two L&T subsidiaries

Gradual volume growth, valuations to cap diagnostic majors' returns

Easing of pressure from predatory pricing and steady network expansion is boosting growth for diagnostics companies, say Abdulkader Puranwala and Nisha Shetty of ICICI Securities

Rural revival, margin uptick key to sustaining gains for two-wheeler stocks

Two-wheeler stocks ride the wave of EV adoption, launches, and premiumisation

Weak pricing offsets strong volume show of Indian agrochemical majors

Brokerages have downgraded earnings estimates for a few companies and expect only a gradual recovery over the next couple of quarters

Weak pricing offsets strong volume show of Indian agrochemical majors

Prices of corn, soybeans, and wheat are now at their lowest since Covid and are down 20-30 per cent Y-o-Y

Valuations may temper gains for GlaxoSmithKline Pharma despite strong Q1

The brokerage has estimated a 9 per cent earnings growth over FY24-26 for GSK Pharma

Lower growth, lack of valuation comfort to weigh on pipes maker Astral

Plumbing revenue was up 8 per cent year-on-year (Y-o-Y) and was lower than Street estimates due to lower volume growth at 16 per cent, compared to 23 per cent in Q4FY24

In Hindustan Aeronautics' hangar: Orders and execution ready for takeoff

With a 55% stock rise, defence major is taxiing towards growth, and brokerages have upgraded their earnings forecasts

Capital goods, pharma, auto sectors shine with strong profit growth in Q1

IT Services and FMCG companies reported a slight uptick in revenue growth in Q1FY25, but their growth remains in low single digits

Diversified presence, order book to sustain gains for Samvardhana Motherson

While the performance was steady and in line with expectations, most of the revenue growth for the quarter came from acquisitions