Export growth is expected to remain strong in the current financial year, given the stable truck demand from the US and EU markets
Valuations, however, factor in the gains
Company's near term will be tough, but brokerages believe it will continue to gain market share
Zee Entertainment Enterprises (ZEEL) has the biggest decline in foreign portfolio investor (FPI) holding among BSE 200 companies
Its ability to maintain margins will depend on the raw material cost basket
Upsides may be limited given the sharp rerating for the stock since March
Within mobility solutions, sales growth (up 48 per cent year-on-year or YoY) was led by the bread-and-butter powertrain segment, followed by aftermarket and two-wheeler business
This, despite sales bookings and launch pipeline remaining robust
Near term volume growth, margins could add to the concerns
Margins could improve given softening commodity prices
Focus on key markets to help expand branded formulations business, say experts
Realty company on track to meet FY23 target of Rs 11,500 crore in bookings
Subsidiary of TaMo's India biz continues to expand on volumes, market share
Market share gains in key categories and entry into premium kitchen appliances are positives
There is value in selective pockets within the PSU universe, said Tawakley
Company has increased capex for the business to tap into new opportunities
While Street is bullish on retail, Jio prospects, near-term O2C outlook led to cuts
Original equipment manufacturer (OEM) lead time issues, which had worsened during the April-June quarter, rose four times as compared to the earlier 12-16 weeks.
The low margin syringes business was impacted by supply chain challenges and shutdown of two manufacturing lines in the domestic market
Slowdown in construction activity, high inventory levels and cost spike key negatives