Page 56 - Ram Prasad Sahu

SKF India may face pressure on revenues and margins amid weak demand

Trading at 30x its FY21 earnings, there is limited upside

Buoyed by US revenues, higher growth trajectory awaits Ajanta Pharma

Completion of capex, improving prospects among positives

Tech Mahindra's deal wins of over $1.3 bn keeping Street sentiment positive

Valuation of over 13 times its FY21 estimated earnings reasonable

Bajaj Auto Q3 results: Profit beats estimates, aided by higher exports

Exports - accounting for 43% of volumes - rose 7%, which helped offset the slowdown in the domestic segment. Domestic sales fell 13%, largely on account of the sharp 16%

Higher gross margins, cost control initiatives aid Westlife's profitability

Despite a high base of last year, the company was able to post a same-store sales growth of 9.2%. The metric a year ago was 14.7%

Realty check: Prestige to Sobha, south Indian developers hold the edge

Prestige, Sobha top picks given their exposure to Bengaluru, other southern markets

Metropolis Healthcare leads diagnostics pack on higher realisation

Expansion, raising share of B2C network to help improve margins

Margin gains help Mindtree find its feet in Q3, new contracts a concern

Slow pace of new contracts remains a concern despite revenue growth

Margin contraction and competitive pressure may keep spirits low at USL

Investors should await signs of margin improvement and volume uptick, especially in the Prestige-and-above segment before considering investment in USL

Owing to weak demand, near-term pressures to remain for Mahindra CIE

Diversified products, buys should perk up its performance from CY21

Amazon-Future Retail deal: How the tie-up benefits both the firms

Future Retail has entered into a long-term agreement with Amazon India, which will help expand the reach of the former's retail outlets

Gold price, valuation hurdle for Titan stock; firm outperforms market

Adjusting for a large institutional order in the year-ago quarter, retail growth has been much higher than expectations at 15%

Auto component exporters may get benefit from US-China trade deal

Another trigger for the rally is the expectation of an improvement in the European auto market

Subscriptions likely to brighten Sun TV's prospects amid economic slowdown

Investors should await ad revenue growth revival before tuning in

Latin America and India are key growth markets for UPL in H2FY20

The company is confident of achieving its revenue growth guidance of 8-10 per cent and operating profit growth guidance of 16-20 per cent for FY20

Higher incremental capacity, load factors to boost SpiceJet's market share

SpiceJet reported 93 per cent load factor for November, led by a 45 per cent jump in passenger traffic

Reliance Retail shares valued at 20% discount to analyst estimates

The valuations of Reliance Retail have been arrived at using both discounted cash flow method as well as market capitalisation of comparable companies in the listed space

SRF's revenue growth, margins to be driven by chemicals business

Technical textiles unit, however, could face some pressure

The worse is over for Maruti as volumes pick up pace despite weak demand

While bottoming out of volumes is a positive, the company has also been able to keep its inventory levels under check

Maruti stock gains lost ground from improving expectation of volume growth

Scores over peers on BSVI portfolio, inventory levels and discounts