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Structural headwinds may lead to more downsides for Cummins India

Up to 45 per cent of its revenues at risk due to new draft policy

Q2 show, lower gold prices and expansion may help sustain Titan's rally

The other positives are lower gold prices, higher festive and wedding season sales, and market share gains

Recovery drives topline performance for Marico, stock up 11% from Aug lows

Margins to come under pressure as input costs remain higher

Class 8 truck order decline may impact near-term outlook for Bharat Forge

Brokerages are positive on prospects given strong outlook for oil and gas segment and recovery in domestic CV business

Improved volumes, margins point to strong FY22 for Concor

Resolution of the LLF issue remains key for valuations and divestment

Acquisition, portfolio expansion to aid revenue growth for Mphasis

Near-term returns may be muted given the sharp run in stock price

Strong growth rates expected to drive Abbott India's outperformance

New launches, power brands, digital initiatives to keep it ahead of peers

Strong valuations, sector package to sustain rally in Indus Towers

Stake sale by telcos, higher ESG ranking, capex rollout other triggers

Lupin's underperformance may continue on US-driven regulatory challenges

US sales trajectory, margins key triggers over the next couple of quarters

Aviation stocks flying high but crude oil prices may be a dampener

IndiGo hits a lifetime high on expectations of recovery, market share gains

Q2 revenue recovery, valuations may sustain rally for HCL Tech

The stock has been underperforming peers after two consecutive quarters of muted revenue growth

Further upsides in Mindtree may be capped, headwinds foreseen

Supply side pressures could hit its efforts to maintain margins above 20 per cent

Sun Pharma stock expected to keep market lead as firm recovers in US

Stock trading at the highest discount to ten-year valuation averages, as brokerages favour its US specialty portfolio.

Demand recovery in durables, growth expectations drive rally in Voltas

The company has been able to gain share in cooling products despite strong competitive pressures

Near term upsides for Aurobindo Pharma stock capped on weak US outlook

The company has been making small acquisitions to bridge the growth gap

Strong Q1 show, favourable outlook to support Bharat Forge stock

Company's outperformance in Q1 was due to strong exports, margin gains

Margin pressure may continue for MRF led by raw material costs, product mix

Analysts at Anand Rathi Research are positive on the outlook for the company as demand in TBRs, PCRs and two wheelers has started to pick up

Near-term pressures for Motherson Sumi due to supply disruptions

Margin trajectory at international subsidiaries remains a key trigger for the stock

Pace of recovery key trigger for Indian Hotels, firm puts up strong Q1 show

Impact of second wave on operations was lower than what street had estimated

Lack of valuation comfort may limit gains in Divi's Laboratories stock

Revenue growth prospects, however, remain strong driven by multiple factors