Page 27 - Ram Prasad Sahu

Equity conversion as Vi's calling card may be near-term helpline

Fund infusion critical to sustaining operations of the firm over medium term, say analysts

No near term respite for Jubilant FoodWorks, stock down 11% over 2 sessions

Weak consumer sentiment, higher inflation is hurting sales

Domestic cyclicals key gainers from the infra push in the Budget

Street is bearish on exporters while there is a mixed opinion on the consumption basket

Budget measures key trigger for consumer durable firms battling high prices

Any proposal to boost manufacturing, demand would help sector and listed companies

Paint biz goes off-colour, likely to see a fresh coat of downside in demand

Q3 witnessed weak volumes; valuations do not factor in risks

Weak exports remain an overhang in the near term for Bajaj Auto

Strong realisations helped the company beat estimates in Q3

After a weak Dec quarter, near-term gains unlikely for Colgate-Palmolive

A lot hinges on its ability to boost volumes amid stiff competition

Healthy near-term growth outlook for Polycab India after record Q3 profit

Weak margin trajectory of the FMEG segment and valuations could limit upside

Defence, overseas markets to boost incremental growth for Solar Industries

Margins too should move up as the proportion of these segments improves in the revenue mix

Absence of immediate drivers puts Reliance Industries stock in back seat

While Q3 performance beat Street estimates, O2C is key to sustaining growth this year

Hindustan Unilever's royalty hike move hits investor mood, stock dips 4%

Brokerages cut earnings given pressure on margins but see stock performing in long term

After strong Q3 show, Metro Brands growth outperformance may continue

It is expected to support its rich valuations

LTTS: Recent acquisition of SWC overhang dents investor sentiment

Near-term growth concerns, too, weighed on the stock

Paint industry could see further downsides on demand, competitive pressures

Q3 could see weak volumes; hurdle for incumbents is new entrants in the sector

Strong US sales momentum may drive further gains for Zydus Lifesciences

Market share gains in the Indian market and margin expansion are other positives

Valuations, growth hopes to limit downsides for white goods firms

Margins expected to bottom out; brokerages prefer category leaders

Novelic buy adds to Sona BLW's growth opportunities; stock up 6% in one day

Brokerages are neutral on the stock given near term challenges and valuations

Higher demand drives record quarterly bookings for realty majors

Higher sales, improving cash flows are expected to drive further debt reduction for the sector

Near-term worry to be acid test for speciality chemical companies

Kotak Institutional Equities believes that Q3 for speciality chemicals will be a mixed bag, with weak earnings from most players in the crop protection space

Margin gains ahead for Godrej Consumer Products on strong sales

The quarterly update indicates strong sales momentum across geographies