Page 34 - Ram Prasad Sahu

Tractor headwinds may offset M&M's strong utility vehicle segment show

Upsides may be limited given the sharp rerating for the stock since March

Falling raw material prices, demand recovery to drive gains for Bosch stock

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

Weak Q1 cash flows, debt increase a worry for Godrej Properties

This, despite sales bookings and launch pipeline remaining robust

Recovery of market share a challenge for tractor major Escorts Kubota

Near term volume growth, margins could add to the concerns

EV growth, mkt share to forge gains for auto component maker Sona Comstar

Margins could improve given softening commodity prices

Sun Pharma stock likely to keep shining amid global specialty scale-up

Focus on key markets to help expand branded formulations business, say experts

Sales, debt reduction shape strong outlook for Macrotech Developers

Realty company on track to meet FY23 target of Rs 11,500 crore in bookings

Volume recovery, margins key to Jaguar Land Rover taking the wheel

Subsidiary of TaMo's India biz continues to expand on volumes, market share

Outlook positive for CG Consumer despite home appliance firm's Q1 miss

Market share gains in key categories and entry into premium kitchen appliances are positives

We are positive on PSU space as valuations are attractive: Anish Tawakley

There is value in selective pockets within the PSU universe, said Tawakley

Robust demand trends in chemicals biz, expansions positive for SRF stock

Company has increased capex for the business to tap into new opportunities

Brokerages lower Reliance's FY23 earnings estimates after Q1 miss

While Street is bullish on retail, Jio prospects, near-term O2C outlook led to cuts

Tata Communications: Ongoing supply-side headwinds to hurt near term

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.

Gland Pharma faces a revenue growth hurdle in FY23; stock falls

The low margin syringes business was impacted by supply chain challenges and shutdown of two manufacturing lines in the domestic market

Building material players take a demand, margin hit in June quarter

Slowdown in construction activity, high inventory levels and cost spike key negatives

Growth trajectory remains strong for defence major Bharat Electronics

Healthy order book, tender pipeline and margin improvement are positives

ITC stock puffed up over stable tax regime, steady volume recovery

Better capital allocation and valuation make it a preferred choice amid a volatile environment

Demand recovery a rosy picture for paint companies in Apr-Jun quarter

Listed paint companies could report over 30 per cent revenue growth year-on-year (YoY), aided by double-digit volume growth in decorative paints and cumulative gains from pricing action

Consistent growth, margins in Q1 keep Mindtree ahead of larger peers

Analysts at the brokerage expect the company to deliver a 17 per cent dollar revenue growth annually between FY22-24

Strong season, new markets to drive gains for Varun Beverages' stock

Operating leverage, product mix to offset raw material pressures, say brokerages