Page 35 - Ram Prasad Sahu

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

Demand recovery unlikely to offset margin pressures for paint companies

Companies to post double digit volume growth in the quarter

Demand outlook remains robust for Blue Dart Express, say brokerages

Blue Dart Express posted 34 per cent revenue growth in 2021-22, assisted by 30 per cent growth in volumes; the rest came from higher realisations

Investors brush aside tariff, margin concerns for SRF; stock rebounds

The stock has been under pressure on concerns related to the demand, its ability to sustain margins, and increased competitive pressures due to policy decisions

TVS Motor to ride strong on profitability gains in FY23: Brokerages

Volume recovery, market-share gains, and EV plans are other triggers

Aggressive expansion, higher demand to drive more gains for Titan

Firm's high-margin jewellery Q1 sales were comparable to pre-Covid-19 levels

Muted Q1 may cap upsides in Marico stock as leading brands underperform

Volumes for consumer major's India business below estimates

Sales growth likely to sow seeds of distress for agrochem players

Exporters could do better as domestic firms are hit by monsoon delay

Near-term growth & margin worries for EMS players Dixon and Amber

Brokerages prefer Amber Enterprises to Dixon Technologies in the sector

Tipping point for realty sector: Room for double-digit growth in FY23

Price hikes, market-share gains have helped beat cost pressures, gain volumes

Sun TV rerating rests on capital allocation spin, maintaining ad revenue

IPL valuation bump-up limits downside in stock

Gland Pharma rides high on valuation comfort, strong growth prospects

Target prices post brokerage upgrades point to more upsides

Pidilite Industries stock gains on sales growth, margin recovery hopes

Easing raw material prices are a key trigger for the adhesive market leader

Cost turbulence, rising competition may put pressure on airline stocks

Price hikes may plague demand, robust passenger traffic notwithstanding