Page 22 - Ram Prasad Sahu

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

Market share and margins to take the wheel for Maruti Suzuki India

Volume trajectory to hit the accelerator powered by festival season sales

Sluggish volumes likely to cap upsides in Colgate-Palmolive stock

While the stock is up 44 per cent from its lows in January this year, further gains will depend on its ability to sustain higher growth rates

Strong profit growth keeps brokerages positive on Torrent Pharma

Led by an 18% y-o-y growth in the domestic formulations segment, which accounts for over half its overall revenues, the company posted 16% growth at a consolidated level

Improvement in Q3 key to reversal of Jubilant FoodWorks' fortunes

Brokerages downgraded ratings, accompanied by 18% revision in earnings

Aurobindo Pharma: Strong prospects offset by valuation concerns

A benign pricing environment in the US and drug shortages are major triggers for the company

Great Eastern Shipping to Petronet LNG: 10 value bets for rich payoffs

Krishna Kant & Ram Prasad Sahu suggest stocks of non-BFSI firms with the right blend of low valuation, positive cash flow, good earnings visibility

ER&D software firms navigate Q2 bends with growth arrows in sight

BCG and Nasscom's signposts point to 8-9% annual growth through 2030, India's share to take express lane

ITC's stock may remain range-bound post July-September quarter show

Most brokerages have cut their earnings estimates marginally to factor in the weak performance of the paperboards division

Strong domestic demand recovery remains vital for Bajaj Auto stock

On the profitability front, favourable raw material costs and better product mix led to a 260 basis points y-o-y jump in operating profit margins to 19.8 per cent

Chemical stocks may underperform; brokerages stay cautious on sector

Expectations of weak September quarter results amid high inventory, demand woes and weak realisations have led to the underperformance

Hotel stocks to ride the elevator to revenue growth on room rates

Listed players hit the 'suite' spot of growth in the business segment in Q2 defying seasonality

Weak demand puts a crack on India's leading listed tile makers' prospects

Brokerages trim volume growth estimates, see impact on margins

Movie success offsets ad revenue slip for broadcasters like ZEE, Sun TV

Advertising revenue, however, fails to translate into real action despite optimism

Valuation hurdle, competition may cap upside for Dixon Technologies

Company leads India's electronic manufacturing services and has improved revenue by 32% in the last decade

Robust Q2, demand trends to put out welcome mat for realty stocks

Further rerating will depend on sustenance of operational outperformance, improving cash flows

Sluggish rural demand, weak volumes dent Marico's stock in second quarter

Revenues in the June quarter (Q1FY24) had declined by 3.2 per cent y-o-y with a subdued performance from the rural segment

Rising costs, competition leave paint sector in need of fresh coat

Festival season may add vibrant strokes to volumes, but margins remain a blank canvas