Page 4 - Ram Prasad Sahu

Local growth powers Maruti Suzuki India outlook despite margin pressure

Maruti Suzuki shares rose after a strong Q4 performance, with analysts positive on domestic demand outlook despite near-term pressure on margins from higher costs.

Varun Beverages sees earnings upgrades on strong growth, margin outlook

Africa push, category expansion and pricing support drive estimate upgrades

Lack of growth visibility at Organon could cap Sun Pharma's gains

Sun Pharma's Organon deal lifts stock, but growth concerns and high debt at the acquired firm may cap upside despite synergy potential

Reliance Industries stock likely to take a hit after muted Q4 show

Weak O2C performance drives analysts to cut target price, earnings estimates even as valuation helps retain 'buy' ratings

Dabur faces growth headwinds as rural demand, costs cloud outlook

Weak monsoon fears, West Asia turmoil, and rising costs cloud outlook

Stock rerating for Godrej Properties hinges on sustaining sales momentum

The stock gained 1.6 per cent on Friday after reporting its fourth quarter (Q4) numbers but slipped on Monday

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

Info Edge Q4 billings slow on muted hiring and West Asia conflict risks

Iran spillover drags growth; margins on edge

Same store sales, buyer growth lift jewellery majors in March quarter

Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand

QSR stocks fall as supply issues raise risk of earnings downgrades

LPG supply disruptions and weak demand trends weigh on QSR stocks, raising concerns over earnings outlook and potential downgrades

Hospital stocks likely to be in pink of health on demand, expansion

Expansion plans, demand drivers to help boost revenue, say analysts; Apollo Hospitals top pick for most

Some stocks likely to buck the trend and shine despite West Asia war

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

Muted Q4 expectations, regulatory changes weigh on insurance majors

Insurance stocks fall up to 4% as weak March quarter outlook, geopolitical tensions and regulatory changes weigh on growth, margins and investor sentiment

Weak rupee, higher fuel costs, Iran war weigh on IndiGo's FY27 outlook

Geopolitical tensions, rising crude prices and rupee depreciation prompt brokerages to cut IndiGo's earnings estimates for FY27 despite stable demand outlook

Higher crude oil prices, uncertainty weigh on commercial vehicle sales

Surging crude prices and geopolitical tensions weigh on commercial vehicle demand outlook, even as strong freight activity supports near-term growth in volumes

Execution, valuations could reverse Trent's fortunes despite pressures

Weak same-store sales, rising competition, muted discretionary demand weigh on sales

West Asia conflict impact: A peek into the biggest losers on bourses

West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears

West Asia conflict likely to dent Q4 earnings of listed hotel majors

Geopolitical tensions may hit foreign tourist inflows, affecting occupancies and room rates even as domestic demand stays resilient; outlook hinges on conflict duration

Iran war: Auto earnings at risk as demand sputters, margin worries mount

Rising input costs, export risks to the Middle East and fears of gas supply disruptions weigh on Indian auto stocks amid the escalating Iran conflict

HKC JV approval removes overhang, may boost Dixon Technologies' margins

Dixon Technologies shares surged after MeitY approved its joint venture with HKC Overseas to manufacture display modules, with analysts expecting improved margins and value addition