Page 38 - Ram Prasad Sahu

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

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

Voltas stock to gain from improving demand led by rising temperatures

While pricing action is expected, margins may remain under pressure for Voltas.

Strong specialty sales and volumes keep it sunny for Sun Pharma

Rerating on the cards; the domestic business is expected to outperform

M&As add to the growth engine for Persistent Systems' stock: Brokerages

The stock remains one of the top picks among brokerages in the mid-cap IT space

Multiple headwinds override valuation comfort in Maruti Suzuki

While earnings estimates are cut, analysts hint at volume and margin recovery

Godrej Consumer faces highest input cost impact among FMCG majors

Turnaround hopes and attractive valuations, however, keep the Street positive on the stock

Office property market: REITs in play as leasing trends to gain traction

Distribution yields could go up but risk of covid infection, interest rates remain