Page 48 - Ram Prasad Sahu

Regulatory clearances, US growth near term triggers for Lupin

India business has seen steady uptick growth over the last few quarters

Margin pressures outweigh volumes, may keep Maruti Suzuki stock subdued

The company is cautious on passing on raw material cost hikes to protect volumes

Near-term margin pressure to continue as HUL aims at volume growth

The company took calibrated price hikes to improve market share

Robust launches to sustain growth momentum for Oberoi Realty in near term

The company registered record Q3 sales bookings

Sustained volume gains at McDonald's a key trigger for Westlife stock

Margins could improve further on operating leverage and cost optimisation

Subdued Q3, few near term triggers to keep RIL stock under pressure

Debt reduction, gains from digital priced in

India Inc's big boys get bigger still as unorganised market shrinks

Q3 results point to the trend; consolidation will continue, say analysts

Commercial vehicle recovery may gather speed in FY22, say analysts

Besides Ashok Leyland, a slew of auto component makers will likely gain from volume growth

Sustained volume gains key trigger for Westlife Development stock

Margins could improve further on operating leverage and cost optimisation

Improving deal pipeline and growth factored into L&T Technology stock

Q3 performance was better than estimates led by growth across verticals

Improving revenue growth trajectory key for Tata Communications stock

Street will also keep an eye on margins as marketing costs start to impact profitability

Lower taxes, opening of channels to aid volume recovery at United Breweries

Falling input prices, cost cuts to improve margins

New product launches to drive growth for Lupin, US business a key trigger

This should reverse the US underperformance in FY15-20 with margins too moving up sharply

Deal wins, digital demand put IT companies back on growth track

Margins too surprised positively on higher offshoring and utilisation

Strong deal pipeline, auto sector recovery positive for Tata Elxsi

A 56 per cent stock uptick since December caps upside

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