Page 32 - Ram Prasad Sahu

Defence sector firms set for gains as India pushes indigenous manufacturing

Companies like BEL, BDL and HAL have strong order books and are prepping for the export market, say analysts

Healthy order book, launches to help Maruti take the growth wheel

Market share, margin recovery remain key triggers for the stock, say brokerages

A sobering reality for alcobev makers despite spirited volume gains

Raw material pressures, lack of pricing power key worries for Street despite spirited volume gains

Analysts remain bearish on liquor companies despite Q1 volume gains

Raw material pressures and lack of pricing power key reasons for this view

BSE 200: Adani stocks outperform indices, Zomato down 57.8% in 2022 so far

Top gainers have surged between 50% and 315%, while new-age tech companies, such as Zomato and PB Fintech, have lost half their market value

Sanofi may underperform in near term; pricing control among key risks

The decline was largely on account of divestment of its nutraceutical business and a few key brands.

Commercial vehicle volumes to stay resilient as recovery takes hold in FY23

Margin pressures may continue on competitive pressures, input cost inflation

CV volumes to stay resilient as demand recovery takes hold in FY23

Margin pressures may continue on competitive pressures, input cost inflation

Consumer durables firms may have to wait until Q3 to find their sea legs

Hypercompetition, high-cost inventory, and volume-over-margins delay gains

Bata India expands footprint but performs below expectations in Q1

Footwear manufacturer trails peers on 3-year growth parameter

Cost and competition may keep IndiGo's growth under check: Brokerages

Yields have been higher in Q2; market leader continues to gain market share

Growth guidance may help PI Industries maintain 'outperformance'

Despite cost pressures, the company was able to expand margins in Q1

Demand growth stays buoyant for Cummins India; profitability under pressure

Cummins India's stock has gained 27 per cent since its lows in June, helped by a strong first quarter, expectation of improved demand and margin recovery.

Brokerages expect Trent to be on growth runway after strong Q1 results

A CUT ABOVE Improved presentation in new categories, JVs/associates to gussy up retail major's consolidated performance

Input cost volatility to keep plastic pipe maker Astral's margins in check

Market share gain continues, company seeks to double consolidated revenues in five years

Pharma firm Divi's FY23 growth shaped by high base, near-term weakness

Brokerages give add, accumulate or buy ratings given the company's growth and track record

Apollo Tyres' grip remains strong in Q1 on easing commodity prices

Near term volume outlook is muted, though, given seasonality and macro EU concerns

Page Industries turns the page on inflation; bookmarks expansion

Sharp stock rebound, however, caps upside from current levels

Financials lead earnings in Q1; metal & mining, IT firms among laggards

BFSI companies together accounted for 48 per cent of the incremental growth in corporate profits on a year-on-year (YoY) basis in the quarter

Industrial segment likely to drive growth of Bharat Forge stock

Export growth is expected to remain strong in the current financial year, given the stable truck demand from the US and EU markets