Page 15 - Ram Prasad Sahu

Growth, valuations support Ashok Leyland as competition rises in industry

Most brokerages positive about commercial vehicle manufacturer but are concerned about demand

Smooth ride for tyre exporter Balkrishna Industries as peers struggle

Exports and market share gains have helped the company to pull ahead

Q4 margin show and recovery hopes drive gains in Campus Activewear

The company's revenue performance was broadly in line with a 4.6 per cent growth in revenues brought on by a 4 per cent improvement in volumes and a marginal gain in realisations

Taking pole position: Auto, BFSI dominated Q4 corporate earnings circuit

Operating margins put the pedal to the metal on corporate earnings, fuelled by sector-wide Ebitda margin gains, driving net profits to victory in five straight quarters

Macrotech and Oberoi Realty elevate Mumbai skyline with highrise sales

Architects of market dominance: Leading largecap realty stocks with 29% to 33% gains in recent surge

Sales momentum, portfolio reinforces outlook for Macrotech, Oberoi Realty

The near term trigger is a 22 per cent rise in housing units registered in Mumbai for May to 12,000 units, the highest for the month in the last twelve years

Gains for Bata hinge on recovery hopes, rising premium portfolio

Government policies to improve consumption especially in tier 2 and tier 3 centres could help improve demand for footwear majors such as Bata

Monsoon, higher prices expected to aid recovery in agrochemical stocks

Higher demand and improved volumes are expected to help the companies liquidate excess inventory

Hero MotoCorp's growth mileage: Rural recovery to power market share ride

To fuel its engine with a triple blend of rural focus, electric innovation, and a new product cycle

Electric vehicle portfolio to drive auto component maker Uno Minda growth

The management highlighted that the partnership will significantly expand Uno Minda's e-4W product portfolio, enabling it to effectively cater to the growing Indian EV market

Near term demand triggers lacking for liquor major United Spirits

Long-term prospects promising, but there are no immediate triggers

Lifestyle accessories major Titan's near-term margin headwinds on watch

Watch and jewellery maker prioritising sourcing, pricing, product innovation, and operational efficiencies

Revving up returns: Samvardhana's gear shift to stock mkt superiority

Samil shifts into overdrive, while Motherson Sumi Wiring stalls in slow lane

Meesho's Valmo to aid profitability growth, concern for third party players

In this short span, Valmo has expanded its reach to include 6,000 pin codes across over 20 cities. The platform has over 3,000 micro entrepreneurs

Campus Activewear stock gains over 18% on improved Q4 margin showing

At the current price, the stock is trading at 52 times its FY26 consensus earnings estimates

United Spirits seem flat, near-term demand triggers lacking for stock

Q4 performance of the country's largest liquor was better than estimates

Large order book, EV demand drive auto parts maker Sona BLW growth

Company gains market share in its top three markets of North America, India, EU

Brush with competition could hurt paint maker Kansai Nerolac's margins

Company's Q4 revenue was below estimates; its costs to maintain market share have increased

Cipla: Timely new launches, India outperformance key for margin gains

Brokerages maintain add/buy rating on the stock

Stuck in neutral? Tata Motors' upsides may sputter on demand worries

Automaker optimistic despite current roadblocks, banking on economic growth and government support to accelerate progress