Page 37 - Ram Prasad Sahu

United Breweries to gain from volume recovery, easier regulations

Margins, however, could remain under pressure due to high barley, glass prices

Despite good prospects, valuations concerns may cap upside in L&T Infotech

L&T Infotech's new deal wins and pipeline indicates strong demand environment.

Growth trajectory, margins anc client additions to sustain for Laurus Labs

Some of the growth is captured in the price rally, higher valuations

Higher number of project launches, new deals positive for Godrej Properties

The gains for Godrej Properties are from new launches, are however, is factored into the price.

Concor, Gateway Distriparks track gains as freight shifts to rail segment

The roll-out of the dedicated freight corridor should boost volumes for container train operators

Varun Beverages appears set for volume growth as consumer firms struggle

Gains expected on the back of rising out-of-home consumption after two years of sluggish performance

From BPCL to L&T, 10 stocks that brokerages bet on for bumper returns

Here are 10 stocks which are most popular with brokerages right now and are expected to deliver maximum upside over the next 12 months

Why Westlife could outperform Jubilant FoodWorks in the near term

All QSR majors, however, will face margin pressures given rise in food prices, analysts say

Muted fourth-quarter show to may cap upsides for Avenue Supermarts

Growth in the quarter has largely come from store additions

Agrichem exporters may harvest gains better than India-focused players

Higher demand and rising prices likely to help firms like UPL and PI offset input cost pressure

Weak sentiment, gold price volatility take sheen off Titan Company

Most brokerages are positive on the long term prospects of the stock

Bharat Electronics to gain from strong order book and new opportunities

Semiconductor shortage and execution delays, however, dented its FY22 performance

Hope of demand recovery drives gains for Havells' stock

Margin performance will be an additional trigger going ahead

Demand, margin worries: A rough terrain for tyre firms till mid-FY23

The extent of the raw material risk is more for tyres as compared to others given the dependence on the crude oil derivatives.

Apparel retail stocks in focus on recovery gains led by easing of curbs

Double-digit growth and improving profitability to drive earnings in FY23

SRF stocks shines on import curbs, growth prospects, but valuations pricey

While there are multiple positives across SRF's key segments, investors should await for a better opportunity to enter the stock

Traction in hiring, improving real estate demand positives for Info Edge

Cash deployment and valuation upside for new business/investee firms are other triggers

Real estate firm DLF gains traction as a growth-value stock, say brokerages

Both residential and leasing trends point to strong showing in FY23

Multiple near-term worries likely to keep HUL stock under pressure

A YoY fall in volumes in the March quarter would be a first in seven quarters

Brokerages see more upside for ZEEL stock amid easing investor concerns

Though the stock has gained 35% over the past month, given that target prices of brokerages range between Rs 410-Rs 450 a share, there is still an upside of over 37% likely from the current levels