Page 20 - Ram Prasad Sahu

Margin gains likely to further boost Aster DM Healthcare stock price

The company had been keen to sell the stake in the GCC business for some time now given a hypercompetitive environment, lower growth (a third of the India business) and lower margins

Warning Letter for Pithampur SEZ facility remains an overhang for Cipla

While some brokerages believe that the issue could escalate and be detrimental for Cipla, others believe that the Warning Letter was on expected lines and the impact may not be meaningful

New businesses to boost growth momentum of Tata Consumer Products

Brokerages favour the stock, citing promising growth prospects and justified rich valuations

No material catalysts visible for re-rating of Bosch stock: Motilal Oswal

One way that the company can improve margins is by increasing the localisation content

FY24 earnings makeover: IndianOil to MRF, companies rewrite profit playbook

Q2 of 2023-24 saw a profit metamorphosis as standout firms marked the biggest earnings upgrades

From Bajaj to TVS, two-wheeler makers hit full throttle on growth prospects

While demand woes continued to plague the export market, growth was largely on the back of domestic demand

Market share gains, margins and store network expansion to support Titan

Valuations may continue to trade at a premium

Market share gains, margins and store network expansion to support Titan

The company delivered a better than expected performance in Q2FY24 on the back of healthy revenue growth and expansion in operating profit margins

Serving up a slump: QSR players grapple with a side of demand downturn

Margin pressures could remain as sales dip and cost inflation take a bite

Near-term headwinds likely to delay recovery in agrochemical major UPL

Overall, the revenues were down 19 per cent on the back of lower agrochemical prices and inventory destocking

New launches, exports gain captured in Eicher Motors' valuations

Aided by a 10 per cent increase in volumes and 5 per cent increase in realisations

10 firecracker largecaps that deliver bang: Brokerage picks for Samvat 2080

Amid concerns over small and midcap valuations, brokerages suggest navigating the investment landscape like a well-timed fireworks display, favouring the brilliance of largecap stocks

Muted exports, gradual domestic powergen recovery may hit Cummins sales

Going ahead, the company has guided for a double-digit sales growth

Growth and margin uptick critical for gains in Divi's Laboratories

Motilal Oswal Research is factoring in 25 per cent net profit growth annually over FY23-25, adjusting for Covid-led business in FY23

Global demand headwinds could weigh on Bharat Forge, says analysts

Analysts revise EPS estimates; valuations hovering at long-term averages, limiting upsides

Strong near-term outlook to aid revenues, margins for IndiGo after Q2 show

India's leading airline did well in a seasonally weak quarter for the industry and after paying fees and charges

Sun Pharmaceutical's vital signs: A strong dose of valuation multiples

The specialty segment and domestic business act as the lifeblood, coursing through the largest pharma company in the country, fuelling both revenue and margins

Launch portfolio to support sales momentum for real estate major DLF

The sales in the quarter were led by the premium Camellias project which had bookings of Rs 720 crore

US sales momentum, margin gains to support pharma major Cipla's stock

Led by the US market which rose by 31 per cent, the company posted a 16 per cent growth in revenues

US sales momentum, upward revision in margin guidance to support Cipla

The company's market share in Lanreotide (growth hormone disorder drug) improved from 18 per cent in Q1FY24 to 20 per cent now