Page 44 - Ram Prasad Sahu

Pricing pressure in US market to impact margins of pharma companies

Lack of new launches due to inspection delays, intensifying competition key headwinds

Moderate growth guidance takes the sheen off L&T Technology stock

Lower than expected Q4 show, premium valuations were other factors

Strong volume growth, price hikes drive Street's optimism on Marico

It should deliver strong revenue growth with relief in the form of easing input costs

Amid weak showing by biosimilars and generics, downgrade pressure on Biocon

Analysts expect ramp-up in biosimilars to be gradual

Covid restrictions, competitive pressures may impact Titan's growth

Margin pressures, valuations too weigh on the stock

Despite tailwinds, margins to remain under pressure for Bajaj Auto

Rising exports, price hike, improving mix not enough to offset costs

Volume, margin pressures may slow down TVS performance in June quarter

Stock trading at 74% premium to Hero at valuation of 24.5x its FY23 earnings

Capacity expansion, new launches to drive growth for Rallis India

While revenue growth was robust in Q4, weak mix, costs dented profits

Maruti Suzuki's margins may slip further on higher commodity costs

Demand trajectory, market share losses are other concerns

Strong injectables portfolio to support Aurobindo Pharma's growth

The stock has been underperforming recent months and trades at a discount to peers

Rural push, new launches to sustain growth trajectory for Nestle India

Valuations are, however, rich limiting the upside potential

Near-term margin concerns and valuations weigh on Dr Lal Pathlabs

Some brokerages prefer Metropolis given higher realisation, revenue growth trajectory

US respiratory portfolio to drive medium term sales growth for Cipla

In the domestic market, growth is expected to come from Covid-related drugs

Mindtree ticks double-digit growth to ride on strong deal pipeline

After a strong finish to FY21, the key trigger for the stock would be the growth metrics the company will deliver in FY22

Apparel retailers on weak footing as Covid-related curbs dent sales

Higher raw material costs will put pressure on profitability

Infosys: Analysts keep the faith despite the disappointing Q4 show

Street expects an upward revision in growth guidance; valuation divergence with TCS to narrow

Domestic growth trajectory to remain strong for Glenmark in near term

Debt reduction key if the stock is to fetch higher valuation multiples

Weak product cycle could lead to further market share loss for Maruti

Higher commodity prices could worsen its margin profile

Low base, recovery in demand to drive up auto firms' Q4 earnings

Recovery in the African and Latin American markets should help exporters post better growth than the domestic market

Dr Reddy's stock sheds 4% as Sputnik V pricing, competition weigh

Access to the private market, international sales are other factors that will impact margins