Page 50 - Ram Prasad Sahu

Pent-up demand, rural growth bring Maruti Suzuki back in recovery lane

The company remains cautious on full-fledged recovery, given concerns over a second wave of Covid-19

Titan Company: Recovery in jewellery biz restricts hit to Q2 performance

Revenue growth, however, could stabilise once recovery picks up

L&T Technology may trail peers in near term despite improved FY21 guidance

While deal pipeline remains strong, Q3 growth, valuations could impact stock

Analysts hopeful of Rallis' growth prospects amid robust domestic revenues

Gains in domestic revenues and margin in Q2 offset weak global business

Bharti Airtel a formidable No 2 in all pricing scenarios, say analysts

ARPU expansion, market share gains expected even if there is no tariff hike

Strong tenancy additions bolster Sept quarter show for Bharti Infratel

The company, which has received the go ahead on merger with Indus Towers, expects the trend to continue in the near term

Wipro: Investors should await growth outperformance, margin gains

Wipro was lagging its peers in the past on the back of muted revenue growth, falling margins, loss of market share in deal renewals and pricing pressures

GSK Pharma's growth challenges to remain in near term as Covid dents sales

Even as overall pharma market was up 5% over the year-ago period, GSK's September sales were down 8%, the firm is banking on recovery led by top brands, new launches

PLI scheme, outsourcing to aid Dixon Technologies' growth trajectory

Brokerages expect mobile volumes to rise multi-fold over the next two years

Volume gains ahead for United Breweries, but investors should be cautious

While the September quarter could be another washout, there are some positive triggers which could lead to demand improvement

Recovery in US commercial vehicle sales to support Bharat Forge's revenues

Some of the gains could be offset by weak India business and the oil and gas vertical

Recovery in freight volumes to help revival of logistics players

Exim rail volumes at 4.3 million tonnes have hit their highest levels since August last year

Jewellery segment adds sheen to Titan's Q2 recovery even during shradh

Margins would, however, continue to be muted on lower studded ornament sales and discounts

Tata Motors riding on JLR's strong volume trend; stock rises 8%

Domestic volume trajectory and rising cash flows are the other triggers

Strong Q2 sales performance despite headwinds a positive trigger for Sobha

Its ability to reduce debt is crucial for further gains

TCS buyback to boost cash utilisation, return on equity by 150-200 bps

Near term price trajectory depends on buyback premium, Q2 show

Five mid-cap stars which refused to buckle during the coronavirus crisis

With markets recovering, midcaps have also rebounded and in fact, have outperformed benchmark indices by a good margin in the last two months

Unlock 5.0: Street cautious about prospects of multiplexes, hotels

Low occupancies, capacity restrictions and safety concerns could make it difficult to reach breakeven levels

Double-digit sales dip in anti-infective segment to weigh on Alkem Labs

Higher chronic sales, US market could offset some of the weakness in sales growth

Delay in price hike, weak Q2 results may play spoilsport for Bharti Airtel

There could be earnings cuts and lower target prices if the hikes don't materialise this year