Page 12 - Ram Prasad Sahu

Strong order book to stand defence major Bharat Electronics in good stead

The company has retained its topline growth guidance of 15 per cent in FY25 and expects a 15-17.5 per cent growth in the coming five years, expected to be led by defence, exports, and services

AC major Voltas margins need to match growth trajectory for further gains

The near-term positive for the company is the performance of its unitary cooling products or UCPs in Q2. It expects similar growth in the coming quarters

Q2FY25 corporate earnings split sectors between strong growth and slowdowns

Four of the 10 largest sectors - oil & gas, automotive, power, and FMCG - saw year-on-year profit declines, while six sectors posted double-digit earnings growth

EPS forecasts: Here are the biggest winners and losers for FY25 and FY26

Generally underwhelming Q2FY25 results pushed the earnings per share (EPS) downgrade-to-upgrade ratio to 2.14, dampening market sentiment.

Near-term demand woes to keep Samvardhana's margins under pressure

The company's operating profit margin slipped by 80 basis points on a sequential basis to 8.8 per cent and was lower than street expectations

Better demand trends upgrade Indian Hotels Company to profit suite

Management credits demand-supply gap, shifting demographics for hitting the 'suite spot'

Supreme Ind stock dips on weak Q2; brokerages lower earnings estimates

PVC resin saw a 19 per cent rise during the June quarter, which was followed by a 17 per cent fall in July and August

Place your bets on mid, largecaps as they await fireworks in Samvat 2081

Ram Prasad Sahu lists top picks by brokerages for Samvat 2081

Pharma major Cipla not in the pink of health; growth challenges galore

Brokerages slash target price after subdued Q2 show

Demand drivers likely to sustain Reits' outperformance and growth

Home stretch for real estate investment trusts as strength of the office leasing market and Q2 results show endurance

Tata Communications needs to grow digital portfolio faster to meet targets

Weak Q2 show that led to recent weakness in stock price likely to weigh on near-term outlook

Havells, Polycab flip the switch on high-voltage growth potential

Margin constraints could trip up earnings performance

Bajaj Auto shares hit by mixed Q2 results, weak festive season outlook

Stock slumps over 13% on weak Q2 results, subdued festive demand outlook

Concor's growth route detours as demand dips due to weak exim volumes

Competitive pressures add to logistics firm's demand woes

Hyundai Motor India's growth engine roars on SUVs, capacity expansion

The carmaker's short-term gains may stall in neutral over high valuations

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