Page 45 - Ram Prasad Sahu

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

Near-term growth on market share gains to remain robust for Astral Poly

Valuations, PVC price moderation may, however, keep the stock under pressure

India gets third Covid-19 vaccine as SEC clears Russia's Sputnik V

Final nod from DCGI soon, jab likely at $3/dose

Input costs and demand concerns may impact Marico in the near term

March quarter performance is expected to be strong on low base, price hikes

Near-term growth woes for Titan after strong jewellery-powered Q4

Product mix and salary reinstatement could put pressure on margins

Growth triggers, valuations drive Britannia stock; Covid impact subdued

Market share improvement, uptick in margins to sustain gains over the medium term