Page 23 - Ram Prasad Sahu

Mumbai realty firm stocks may climb wall of worry, one valuation at a time

Regardless of weak Q1, developers reiterate strong pre-sales momentum in FY24

Colgate-Palmolive stock likely to trend higher on growth revival hopes

The company's digital interventions and data-led decision making on product assortments, pricing and promotions also helped to boost sales

Buyout impact, margin worries likely to cap gains for Maruti Suzuki

Brokerages expect 3-4% hit to earnings per share for FY25

Acid test for specialty chemical cos: Mix of weak demand, low realisations

Caustic Reaction: Sector expected to underperform as brokerages slash profit estimates

Improving US outlook, margin gains keep Street positive on Cipla stock

Lower depreciation led to a 45 per cent increase in adjusted net profit and the same was 25-35 per cent higher than what the street had estimated

Demand woes, lower realisations to hit specialty chemical makers in FY24

Sector is expected to underperform as brokerages cut profit estimates

Despite lower Q1 bookings, DLF on course to hit FY24 sales target

The company maintained its pre-sales guidance of Rs 12,000 crore to Rs 13,000 crore, riding on 11.2 million square feet of launches

After less than explosive Q1, Reliance Industries stock to see no fireworks

Recent rally, soft outlook for O2C business may pull stock down

After a weak FY23, tilemakers gain from higher demand, lower gas prices

Analysts see investors to be out on the tiles

Hazy business outlook clouds LTIMindtree's double-digit growth plan

Orders remained robust while Q1 margins came in line with estimates

Defence order wins, market share gains positive for Ashok Leyland

Muted sequential Q1 performance may cap near-term upsides

A QSR full course serves up weak demand, margin pressures as sides

ON THE MENU: While Westlife remains an outlier, valuations for most players on the higher side

Limited spirits: Higher taxes, competition weigh on liquor stocks

United Spirits is expected to post an overall 11 per cent decline in revenues in Q1 FY24

Strong order book, diversified portfolio drive Street's confidence in TCS

The positive from TCS' point of view, which reported flat sales growth QoQ, was the strong order book which topped the $10.2-billion mark

After strong Q1 performance, outlook remains robust for Titan Company

But valuations rich after the run-up in the last three months

Weak demand, inventory to weigh on agrochemical companies' stocks

Street remains cautious about the sector due to lower price realisations and fears about El Nino's impact on the monsoon

Tata Comm: Upsides in stock limited given execution challenges, valuations

Sharp rally and integration/execution challenges may cap upsides for the stock

Pharma stocks rally on lower price erosion, hopes of US generic mkt uptick

Pharma players with a major exposure to US mkt such as Sun Pharma, Lupin, Zydus Life, Dr Reddy's, Aurobindo, Torrent have been outperformers hitting their 52-week highs over the last couple of weeks

Godrej Properties eyes strong growth on robust demand, new launches

The stock has gained 56 per cent over three months on consecutive quarters of high bookings

Apollo Tyres: Valuations reflect positives, margin expansion a key trigger

The stock is trading at 16 times its estimated FY25 consolidated earnings per share