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Godrej Consumer: Sustaining sector-leading growth key for further gains

Margin expansion and international business growth are the other triggers

India growth, steady margins are key to near-term upsides for Cipla

Over the medium term, success of the new launches in the US would drive gains

Brokerages upgrade Tech Mahindra on Q1 show, double-digit growth outlook

Inexpensive valuations provide support to the stock

Volume recovery, margin expansion hopes drive gains for TVS Motor

Robust export sales, higher investment in electric vehicles are positives

June-quarter miss, valuations may restrict upside in Nestle India

Brokerages have cut their profit estimates by 3-5 per cent

Big miss for Maruti Suzuki as Q1 net profit comes in at Rs 441 crore

Weak volumes, commodity costs weigh on margins

Outlook positive for DLF after strong Q1 performance despite lockdown

While residential portfolio is strong, commercial assets may take time to recover

Near term headwinds for JLR due to chip shortage to weigh on Tata Motors

Brokerages cut FY22 estimates sharply, expect recovery in second half of FY22

Analysts revise earnings estimates of Reliance Industries by 1-4%

Petchem, refining, and Jio did well; price hike in telecom next trigger

Higher sales, price hikes help Havells outperform Polycab

Demand recovery may help both companies post improved show in the coming quarters

Growth expectations drive Jubilant FoodWorks into a higher orbit

Investments in supply chain, technology and network expansion are key positives

Growth expectations, expansion plan take Jubilant FoodWorks to higher orbit

The company remains "confident of delivering hyper growth and transforming into a food-tech powerhouse"

Margin concerns may limit upsides in Asian Paints stock

While volume performance has been strong, valuations factor in the gains

Demand recovery, buoyant exports to aid strong growth for tile makers

Improving product mix to boost realisations; while sales growth was impacted in the June quarter, there has been a recovery led by non-metro markets

Export demand firm for BIL, depreciating rupee to add to revenue growth

While growth momentum has been strong, what has helped the company perform better than peers in the June quarter is its reliance on overseas markets

Margin pressures, valuations could restrict Mindtree's upside

The Street, however, is bullish on revenue growth prospects this year for Mindtree as well as for the midcap IT space

Recovery timeline, subdued margins to keep DMart stock under pressure

Higher competition may lead to market share loss

Crude oil spike, weakening rupee cause turbulence for aviation stocks

This would offset the recovery in volumes from the lows in May

Apparel companies likely to lag retail peers for the June quarter

Higher inventory may lead to discounting, dent profitability

High valuation of $8 billion makes Zomato's offer less appetising

Competitive intensity, customer acquisition costs likely to delay profitability