Page 36 - Ram Prasad Sahu

Farm segment-driven demand outlook remains strong for Balkrishna Industries

Raw material/freight costs will however weigh on its near term margins

Product portfolio, expanding markets to drive gains for Eicher Motors

In addition to volume growth, margin gains hinge on raw material/freight cost movement

Infra, cement cos feel pinch of falling rupee, realty counts on more sales

Despite rise in interest rates and property prices, momentum in housing demand expected to stay, say developers; infra, cement companies remain circumspect

Engineering R&D segment to outperform IT services players in FY23

Barring Cyient, valuations of most ER&D firms on the expensive side

Strong chemicals business outlook likely to support the SRF stock

This could aid overall profitability, even though other segments may see margin moderation

Delhivery may hit a valuation hurdle amid near term concerns: Brokerages

However, Delhivery's growth opportunities, its business model and revenue trajectory are positive triggers, say brokerages

Valuation hurdle may limit gains in Asian Paints despite stellar Q4

While demand stays strong, raw material movement/further price hikes could hit sales/margins

Uncertain growth outlook may be a drag on Marico in the near term

Stable price outlook for inputs such as copra, however, is a positive

Uncertain growth outlook across key categories may be a drag on Marico

However, some brokerages are cautious about growth trends though the company is better placed than peers on the raw material front

Growth and margin outlook remain strong for Tata Consumer Products

Valuations are pricing in some of the growth

Robust O2C margin environment to drive near-term gains for Reliance

Footfall recovery pace, net subscriber count key to its consumer biz

Hero MotoCorp to ride high on volumes and low valuation, say analysts

Company's margins could expand on operating leverage and price hikes, say analysts

Sanofi India: Strong balance sheet, high cash reserves positives for stock

Products in the price control list and growth of the non-power brand portfolio will be key monitorables

From HDFC Life to ITC, here're 10 stocks that FPIs bought and sold the most

There has been a brisk rally in these stocks, despite a weakness in the broader market

Business segment recovery to drive growth for Indian Hotels Company

While growth metrics should improve as the leisure segment and business travel picks up, the company's March quarter performance was weaker than expected

Robust volumes, operating profit margins to drive gains for Maruti Suzuki

Brokerages expect a recovery in H2, aided by easing commodity/supply concerns

Hindustan Unilever stock races ahead on Q4 show, market share gains

A normal monsoon, higher crop realisations and government measures for the segment will be critical for demand improvement going ahead.

Margin pressures, revenue worries may hit Tata Communications' prospects

Operating profit margins of TATA communications fell by 135 basis points to 24.5% due to a jump in costs, which were back-ended

Cost inflation, pricing action key for agri input major Rallis India

The company posted losses at the operating level in Q4FY22

Two-wheeler stocks may enter the fast lane riding on recovery hopes

Hero MotoCorp is the top pick of brokerages