Page 52 - Ram Prasad Sahu

Motherson Sumi: Declining losses at greenfield plants to aid margins

While losses at the greenfield facilities have come down to 19 million euros from 175 million euros in FY20, analysts expect them to turn positive at the operating profit level by the end of FY21

Strong US portfolio to drive revenue growth for Aurobindo Pharma

Margins expected to improve on product mix and volume growth

Bharat Forge: Investors should wait for improvements in orders, core biz

After a weak Q1, sales likely to pick up in key segments, barring oil and gas

Margin pressures likely to cap upside for Dr Lal Pathlabs: Analysts

The 29 per cent fall in volumes in the quarter was responsible for revenues declining 21 per cent year-on-year

M&M's tractor sales momentum crucial for uptick from current levels

Capital allocation and auto segment volume trajectory are the other triggers

Pharma rally may lose steam as valuations factor in near term gains

Recovery in India business, traction in new launches in the US market are needed to sustain gains

Concor stock derails on changes in land licence fee payable to Railways

Margins collapse in Q1 due to higher outgo, weak volumes

Weak US sales drags Lupin's Q1 show, revival hinges on key launches

The company reported a sharp 21 per cent decline in revenues in the US, much higher than its peers

PI Industries: Strong FY21 outlook, de-risking plans bode well for company

For FY21, the company indicated that domestic growth would be in the 20-22 per cent band outperforming the market growth

US-led growth helps Cadila post steady Q1 show even as India biz falters

While India business disappointed, lower expenses helped margins

Pressure on discretionary spends to hit near term volumes for Maruti Suzuki

But interest among first-time buyers may help it boost market share

Tractor growth, partnership with Japan's Kubota key triggers for Escorts

Gains in market share, margins, and new launches are already priced in

Alembic: Prospects sound, but investors should await a better entry point

Higher capex and depreciation post commercialisation, increased operating costs as well as interest costs are expected to hit the company's FY22 earnings

Mindspace REIT: Stable dividend yields make it a good long-term bet

The near-term outlook is uncertain and may weigh on its rental portfolio

Rallis: Investors should wait for consistent performance in upcoming qtrs

What has helped the performance in the quarter, especially in the domestic business, is the early kharif season which resulted in stocking up of products in the June quarter

After a muted Q1, Syngene guides for double-digit top line growth

But ongoing capex and depreciation may weigh on bottom line

Sharp gains expected for Majesco's Indian shareholders after US sale

Cash per share after transaction at Rs 852 is more than double the current price

L&T Tech to see revenue, margin pressures in FY21 as clients defer spends

Recovery in segments such as transportation could be pushed to FY22

Data surge, 4G transition lift telecom firms out of Covid-19 blues

The last of the five-part series looks at the sector that was relatively unaffected by the Covid-induced lockdown

Aarti Drugs to Tata Comm: Earnings rise for 15 firms in Covid-19 economy

These companies reported an increase in revenue and/or profit before tax for the March quarter