Page 62 - Ram Prasad Sahu

Sales growth to double Jubilant FoodWorks, Westlife Development margins

Improving operating leverage will boost profitability over next 3 years

Now, Indian pharmaceutical majors also face the African challenge

Cipla and Aurobindo among major companies whose March quarter sales in the institutional segment fell close to 50%

Indian Hotels stock: Well-placed to ride the demand opportunity

Operational gains will be driven by domestic business; debt reduction should add to profits

Idea Cellular: Pace of Vodafone merger, increase in rates to be watched

While it operated efficiently in the quarter, Idea Cellular is trailing peers on revenue and in adding customers, especially in the broadband segment

Party in mid-cap IT stocks to continue: MindTree, Zensar gain of over 35%

The bigger investment argument for the mid-cap IT firms is the change in demand environment, which is reflected in deal pipelines, the higher share of digital revenues and size of the contracts

Maruti: One-offs take shine off top line; volume outlook remains strong

While overall sales are robust, margins-which came in at 14.2 per cent-were over 150 basis points lower than analysts' estimates, given a sharp rise in other operating expenses

New offers to shore up Jubilant Foodwork's volumes, drive same-store growth

Lower prices, expanding market to drive same-store growth, margins

Commercial vehicle and tractor demand key triggers for Bosch stock

75% of revenue comes from these segments that are less affected by EVs

Kansai Nerolac to outshine peers: automotive growth to help maintain volume

Automotive growth, launches to help maintain volume

Mahindra Logistics stock: Shift to organised segment should boost revenues

Significant opportunity exists for the company to penetrate the passenger transport segment, dominated by unorganised players

Sun Pharma: Generic, speciality drugs can drive medium-term earnings growth

Given pricing pressure in the US on its generic portfolio, Sun Pharma has been focusing on bringing to the market its next growth vehicle in the form of speciality drugs

Ipca on recovery path over FDA clearance, growth in Africa tender business

The stock was trading at 17 times its 2020 earnings estimates

Telecom consolidation: Who gains most from govt's spectrum cap decision?

Vodafone-Idea and Reliance Jio will be the key gainers of the government's decision to remove the cap on holding spectrum

Merger with Indus Towers outweighs most pressures for Bharti Infratel

Despite exits by smaller telcos and effects of Vodafone-Idea combining, analysts expect better growth ahead, for diverse reasons

Near-term worries for Maruti stock, even as product demand remains strong

While competition environment for the firm is benign for now, rising commodity prices, entry of new players are issues

Deal wins, demand growth to sustain L&T IT twins' outperformance

Niche presence, execution and deal pipeline separate L&T Infotech and L&T Technology from peers

Aviation stocks: Increase in crude oil prices could put pressure on growth

Increase in crude oil prices could put pressure on growth

M&M: Utility vehicle launches key trigger for 10% revenue growth in Q3

Watch out for tractor volumes, demand for electric vehicles

Volumes, price hike aid Escorts's Q3 performance; growth outlook strong

Growth outlook for its three segments remains strong in the coming quarters

Q3 performance: Multiple growth triggers for Jubilant Life Sciences

Further gains for stock will depend on listing of subsidiary, debt reduction