Page 49 - Ram Prasad Sahu

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

As MRF stock outperforms, margin worries may go up; valuation as well

The recent trigger for the stock was a better-than-expected operating performance in the September quarter.

Truck segment recovery across markets could sustain Bharat Forge's rally

Rebound in oil and gas vertical, passenger vehicle volume growth are other triggers

More cheer for United Spirits as hard liquor sales outperform beer in Q2

Higher in-home consumption and premiumisation to benefit the Diageo-owned company

Strategy to enhance presence in all-weather categories could benefit Emami

Momentum in existing products, market share gains are other triggers

High margins of plastic pipe makers unlikely to sustain going forward

Volume recovery and cost rationalisation may offset some of the pressure on margins