Page 40 - Ram Prasad Sahu

Structural headwinds may lead to more downsides for Cummins India

Up to 45 per cent of its revenues at risk due to new draft policy

Avenue Supermarts hits valuation hurdle, stock at 124 times FY23 earnings

Margin disappointment weighs on stock, which has gained 47% in 3 months

HCL Technologies: Slow product sales may be near-term overhang

Overall growth is likely to remain strong

Real estate sales momentum to sustain after record Q2FY22 performance

Sharp rally in stocks, however, captures near term upsides, say analysts

Q2 show, outlook extend rally in Mindtree, stock up 200% over past year

The disappointment was the flattish performance in business from its top client whose share of revenues now stands at 24 per cent

150-fold spike in warehousing space to expand logistics pie for Adani Ports

Another near-term trigger for the stock would be the September quarter performance

Recovery hopes, non-auto share are positives for Motherson Sumi

Acquisitions such as the one in the aviation space is in line with goal of increasing non-auto revenues

Higher competitive pressures to weigh on IndiGo, SpiceJet

Tata's Air India win, new entrants could lead to pricing war: Experts

Demerger could fetch higher valuations for Piramal Pharma

The company is focussing on growth and is scouting for more acquisitions

Q2 show, lower gold prices and expansion may help sustain Titan's rally

The other positives are lower gold prices, higher festive and wedding season sales, and market share gains

Recovery drives topline performance for Marico, stock up 11% from Aug lows

Margins to come under pressure as input costs remain higher

Class 8 truck order decline may impact near-term outlook for Bharat Forge

Brokerages are positive on prospects given strong outlook for oil and gas segment and recovery in domestic CV business

Improved volumes, margins point to strong FY22 for Concor

Resolution of the LLF issue remains key for valuations and divestment

Acquisition, portfolio expansion to aid revenue growth for Mphasis

Near-term returns may be muted given the sharp run in stock price

Strong growth rates expected to drive Abbott India's outperformance

New launches, power brands, digital initiatives to keep it ahead of peers

Strong valuations, sector package to sustain rally in Indus Towers

Stake sale by telcos, higher ESG ranking, capex rollout other triggers

Lupin's underperformance may continue on US-driven regulatory challenges

US sales trajectory, margins key triggers over the next couple of quarters

Aviation stocks flying high but crude oil prices may be a dampener

IndiGo hits a lifetime high on expectations of recovery, market share gains

Q2 revenue recovery, valuations may sustain rally for HCL Tech

The stock has been underperforming peers after two consecutive quarters of muted revenue growth

Further upsides in Mindtree may be capped, headwinds foreseen

Supply side pressures could hit its efforts to maintain margins above 20 per cent