Page 41 - Ram Prasad Sahu

Outlook positive for DLF after strong Q1 performance despite lockdown

While residential portfolio is strong, commercial assets may take time to recover

Near term headwinds for JLR due to chip shortage to weigh on Tata Motors

Brokerages cut FY22 estimates sharply, expect recovery in second half of FY22

Analysts revise earnings estimates of Reliance Industries by 1-4%

Petchem, refining, and Jio did well; price hike in telecom next trigger

Higher sales, price hikes help Havells outperform Polycab

Demand recovery may help both companies post improved show in the coming quarters

Growth expectations drive Jubilant FoodWorks into a higher orbit

Investments in supply chain, technology and network expansion are key positives

Growth expectations, expansion plan take Jubilant FoodWorks to higher orbit

The company remains "confident of delivering hyper growth and transforming into a food-tech powerhouse"

Margin concerns may limit upsides in Asian Paints stock

While volume performance has been strong, valuations factor in the gains

Demand recovery, buoyant exports to aid strong growth for tile makers

Improving product mix to boost realisations; while sales growth was impacted in the June quarter, there has been a recovery led by non-metro markets

Export demand firm for BIL, depreciating rupee to add to revenue growth

While growth momentum has been strong, what has helped the company perform better than peers in the June quarter is its reliance on overseas markets

Margin pressures, valuations could restrict Mindtree's upside

The Street, however, is bullish on revenue growth prospects this year for Mindtree as well as for the midcap IT space

Recovery timeline, subdued margins to keep DMart stock under pressure

Higher competition may lead to market share loss

Crude oil spike, weakening rupee cause turbulence for aviation stocks

This would offset the recovery in volumes from the lows in May

Apparel companies likely to lag retail peers for the June quarter

Higher inventory may lead to discounting, dent profitability

High valuation of $8 billion makes Zomato's offer less appetising

Competitive intensity, customer acquisition costs likely to delay profitability

Strong FY22 volume outlook to support Adani Ports' stock after correction

Street believes concerns related to promoter group, Myanmar are overdone

Weak Q1 show due to curbs in key markets may limit upsides in Titan

Analysts expect hallmarking, recovery to aid market share gains for the jewellery retailer

Double-digit volumes to drive Q1 growth for Godrej Consumer, Marico

Margins, however, are expected to correct on a YoY basis

Product mix, margin concerns in the near term for Avenue Supermarts

Q1 revenues, too, were lower than expectations

PV recovery, EV potential likely to drive Minda Industries' growth

An engine agnostic portfolio also reduces the EV transition risk

Injectables consolidation could fetch higher valuations for Aurobindo

Separate listing could capture strong growth rates which is not the case in the current structure