Page 29 - Ram Prasad Sahu

Easing raw material prices likely to aid margins of Asian Paints

Sales performance in the festival season was muted; volumes expected to recover

Brokerages positive about Escorts Kubota's medium-term growth plans

Near-term worries for the stock include volume uncertainty, premium valuations

Better grip on future for tyre stocks: Tread on easing input cost, demand

Higher raw material prices had punctured sequential margins of major tyremakers

Margin scale up key trigger for genset manufacturer Cummins India

Easing commodity prices and exports to drive profitability for company, say analysts

Near-term headwinds likely to keep staffing solution companies muted

But valuations have turned attractive after sharp corrections since January

Easing material costs to aid Pidilite margins, near-term pressures weigh

Upsides from current levels may be capped due to higher valuations

Multiple headwinds could act as margin tourniquet for diagnostics

Competitive pressures, valuations cap gains from current levels

Zee Entertainment, Sun TV may underperform on advertising growth worries

Between the two, Sun had better growth rates than Zee in the Sept quarter

Near term margins may remain subdued for Astral, high valuation weighs

The company underperformed peers on the volume front in Q2, though margin impact was lower given value-added mix

IT hiring slowdown to hit Info Edge revenues in second half of FY23

Ongoing investments in 99acres amid rising competition may hinder profitability

Near term margins may remain subdued for plastic pipe maker Astral

It underperformed peers on the volume front in Q2, though margin impact was lower given value-added mix

Big shoes to fill for footwear firms as near-term margin worries bite

Relaxo lags behind peers in the quarter, given demand weakness, price cuts, and higher input costs

TVS Motor outperforms two-wheeler peers Hero, Bajaj in Sept quarter

Sector to see volume, margin gains on demand uptick, easing supply issues

After strong Q2, uptick ahead for agrochemical major PI Industries stock

After a sharp rally, valuations reflect the strong Q2 show

Road ahead for Tata Motors depends on the pace of volume recovery

Tata Motors reported a 30 per cent year-on-year (YoY) growth in revenues while operating profit saw a 35 per cent jump

Measuring worth: Front-row seats to high return-on-equity stocks

A portfolio of richly valued RoE stocks is expected to outperform the broader market over the longer term.

Near-term growth concerns, further price cuts to cap returns for Marico

Further price cuts, higher advertising costs to weigh on margins

Near-term margin concerns an overhang on Kansai Nerolac Paints' stock

Higher advertising costs and demand worries could put pressure on profitability

Expansion, product mix to fizz up Varun Beverages' volumes and margins

Energy drink Sting help drive realisations of Pepsi bottler in Q3CY22

Gains in UPL hinge on reduction of debt, improved cash flow generation

Higher demand to keep revenue growth strong in the second half of FY23