Page 48 - Ram Prasad Sahu

Sustained auto sector recovery, margin gains to support Bosch stock

Higher content share in BS-VI, two-wheeler electric vehicles offer incremental opportunities

Record deal wins offer revenue visibility for Infosys in next 3 quarters

While double-digit growth in FY22 is a given, near term margins could come under pressure

Testing recovery gains factored in Thyrocare Technologies stock

Margin pressures and valuations would limit major upsides

DMart scales Rs 2 trn market cap after strong festival-driven Q3 show

Upsides could be capped in the near term on margin pressures

After strong performance in Q3, near-term margin worries for Dmart

Supply issues, higher raw material costs are headwinds

Limited near term gains for Syngene International stock in pharma space

Sharp re-rating has turned the stock into the most expensive in the pharma space

Small and mid-caps likely to see big gains in CY21, say analysts

Higher earnings growth, lower costs, and valuations favour smaller companies

Bajaj Auto is world's first two-wheeler maker to cross Rs 1 trn market cap

Company attributes achievement to sharp focus on motorcycles, strategies of differentiation and practice of TPM combined with global ambitions

Recent multiple deal wins point to improved outlook for L&T Technology

Analysts have revised their growth guidance for FY22

Diversified base offers several growth opportunities for Jubilant FoodWorks

Valuations, however, are factoring in near-term benefits of growth and consolidation

OEM recovery, robust replacement demand to boost Apollo Tyres revenues

Price hikes to offset some of the the surge in raw material costs

Plant audit clearance, sales recovery to bolster Page Industries' stock

Valuations, however, are factoring near term gains

Acquisitions, launch pipeline offer Godrej Properties revenue visibility

Muted near term cash flows, increase in debt and valuations to cap upside

Sales uptick, lower debt to help in Aditya Birla Fashion recovery

Cost reduction, higher private label sales to aid margins

L&T Infotech: New initiatives, deal wins to help maintain growth trajectory

Valuations, however, discount near-term gains on revenue visibility, execution

Demand, dip in market share, profit margin weigh on Maruti Suzuki

Valuations factor in the volume rebound, leaving little upside from the current levels

Rebound in advertising, viewership help Zee Entertainment stock recovery

Macquarie Capital expects Dish TV, a Zee subsidiary, to report a Rs 300 crore free cash flow in FY21

Volume uptick in FY22 to drive revenue, margin gains for Ashok Leyland

The company is expected to gain market share led by higher tonnage trucks

Near-term gains factored in, rally may not hold in aviation, hotel stocks

Rise in costs, lower realisations could keep profitability under pressure

Chronic portfolio may help Cipla sustain growth outperformance in near term

Margin gains in the September quarter too are expected to continue