Page 38 - Ram Prasad Sahu

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

Torrent Pharma's domestic show remains strong, brokerages turn positive

Progress on US sales will be key for further Torrent Pharma's stock gains

Marico better placed than peers on costs amid commodity surge

Lower copra costs and price cuts to aid volumes and margins

Ukraine effect: More pain ahead for auto firms a commodity prices spike

Inability to pass on the entire cost will squeeze margins

Competitive overhang clouds Cummins India's medium-growth outlook

At the current price, the stock is trading at 30x its FY23 earnings estimates

Headwinds on demand, cost fronts to keep Bajaj Auto under pressure

Higher exports may offset some of the volume, cost pressure

Strong growth outlook, valuations point to further upside for UPL

Buyback could support the price in the near term

Valuations turning attractive for Dr Reddy's as company outperforms sector

US price erosion, India growth trends would be keenly tracked

Stake-sale overhang likely to keep Indus Towers stock under pressure

Rental renegotiations another dampener for the stock

Commodity surge to hit two-wheeler pack the hardest among autos

Price hikes to pass on the costs will be difficult amid falling volumes

Weak Q3 may keep Marico's stock under pressure, muted consumption weighs

Brokerages are however positive on medium term growth outlook for core and new areas

Broad-based mkt rally unlikely in 2022 amid multiple headwinds: Brokerages

They advise investors to focus on quality companies as they list their favourite picks

New products, exports to drive growth for Dixon Technologies

Focus on backward integration and value addition to help on the margin front

Pfizer's oral Covid-19 drug may hit revenues of Divi's Laboratories

Supply of Molnupiravir to Merck was a key near-term trigger for the stock

Sales recovery, margin gains help Trent outperform peers in Sept quarter

Aggressive expansion and good execution are expected to could keep growth rates elevated going ahead