Page 36 - Ram Prasad Sahu

Strong domestic outlook remains key growth driver for Torrent Pharma

Cost savings could drive Torrent Pharma's margins higher in the near term

Near-term growth challenges to weigh on Tata Communications stock

Higher investments may cap margins in the near term

Refrigerator import ban, volume recovery can help Whirlpool stay cool

Given raw material pressure, margin trend is another factor

Stock in the green, strong order momentum to power gains for Siemens

Product mix, operating leverage, and price hikes to help expand margins

Revival of orders to boost project business, drive gains for Siemens

Siemens' product mix, operating leverage and price hikes to help expand margins.

Amid margin worries, Jubilant stock to face downside pressure in near term

Aggressive expansion, raw material inflation, and competitive pressures to hit Quick Service Restaurant (QSR) player Jubilant FoodWorks stocks and profitability, say analysts

Bharat Forge's underperformance may continue as truck orders keep low

Uncertainty on revival of demand is a key overhang for the stock

TVS Motor Company buoyant on hopes of volume and margin expansion

Plans in EV space is another trigger; but investors should await better entry point

Execution key as Bata India eyes expansion, change in product mix

The company has been underperforming peers on the growth front over the FY19-22 period

Strong utility vehicle growth trajectory to drive M&M's FY23 performance

Revival in tractors, improvement in supply, and margin gains are other key triggers for the auto major

Near-term growth issues and cost pressure could impact Aurobindo Pharma

While valuations are now attractive, product approvals and progress on the injectable guidance are among key long-term term triggers

A gradual improvement in margins could delay gains for United Spirits

Most analysts are positive on the popular segment sale and premiumisation focus

Near-term growth and cost challenges to weigh on Aurobindo Pharma stock

While valuations are now attractive, product approvals and progress on the injectable guidance are among key long term term triggers

Higher volume growth trajectory key for reversal of Colgate's fortunes

Banking on relaunches, foray into new segments, digital strategy to address issues

Near-term outlook prescription for diagnostic firms looks fragile

Competitive pressures, high valuations limit upsides for listed lab chains

IndiGo Q4 numbers modest, but stock rises on hope of profit, traffic

Sustained growth in air travel and pricing discipline are key parameters for India's largest airline.

Aditya Birla Fashion charts expansion plan as lifestyle brands grow

Brokerages have mixed views about company raising funds, citing equity dilution and capital allocation risk.

Strong volume growth trajectory, domestic biz outlook to support Concor

Concor's Aggressive capex rollout unlikely, given past record and divestment uncertainty

Growth worries to keep Divi's Labs under pressure in the near term

Valuations, too, are on the higher side, say brokerages

Launches, base biz expansion tonic for Dr Reddy's double-digit growth

While the company's bottom line grew 10.5% annually over the 2016-17 through 2021-22 (FY22) period, it is expected to register thrice that growth rate over next two years, observes ICICI Securities