Page 43 - Ram Prasad Sahu

HUL gains 6% in June on demand recovery hope, market share improvement

Brokerages expect sales and earnings to grow faster than peers

Demand recovery, new launch hopes drive gains for Maruti Suzuki

Price hikes effective from July 1 could offset input cost pressures

5G traction likely to add to Tech Mahindra's order book, growth

Valuations at a 30% discount to peers are also at attractive levels

Higher capex spends likely to impact tyre maker Ceat's return ratios

Muted near term outlook given raw material costs, lower demand

Recovery hopes and further pricing action to support Pidilite stock

Further rise in raw material prices could impact near term margins

Aggressive expansion plans may keep Domino's growth rates strong

New formats of chicken, biryani and Chinese offer incremental opportunities

Weak signals emerge for Sun TV due to lower OTT spending, ad growth

Muted dividend amid a mountain of cash did not go well with investors

DLF may underperform on valuations, commercial portfolio concerns

Residential segment sales and outlook however remains robust

Mid-cap information technology players may have hit valuation ceiling

Sharp premium over larger peers and ability to maintain margins can cap gains

Recovery hopes drive gains for pure-play CV maker Ashok Leyland

Street expects trend to continue with valuations supporting upmove

Omni channel expansion to support Bata India's growth recovery

Well placed vis-a-vis competition given healthy balance sheet

B2C revenue tilt to improve margins for Polycab India

The company seeks to double revenues by FY26

Margin worries, market share loss to weigh on MRF after tepid Q4 show

The company trailed peers on the revenue front in Q4

Export rebound, defence to sustain growth trajectory for Bharat Forge

Margins and cash flows to remain at elevated levels on operating leverage, minimal capex

Strong order book, improving cash flows positive for Motherson Sumi

Further margin gains could be a key trigger for the stock

Contract mfg, exports add to revenue visibility for Sumitomo Chemical

Revenue growth, higher share of specialty products to improve margins going ahead

Lack of near-term triggers to cap upsides in Aurobindo Pharma

Upsides from capex and investments across segments are at least three years away

Strong growth prospects drive Divi's Laboratories earnings upgrades

Ongoing capacity additions, market share gains, and new launches are key triggers

For Eicher Motors, recovery gains are already factored into the stock

Near term can see pressure on volumes due to demand, as well as supply concerns

Valuations cap upside in Page Industries, near-term headwinds a concern

Return to double-digit trajectory and expansion are positives from the medium term perspective