Street believes concerns related to promoter group, Myanmar are overdone
Analysts expect hallmarking, recovery to aid market share gains for the jewellery retailer
Margins, however, are expected to correct on a YoY basis
Q1 revenues, too, were lower than expectations
An engine agnostic portfolio also reduces the EV transition risk
Separate listing could capture strong growth rates which is not the case in the current structure
The stock has seen a six-fold jump in value over the last one year
Street will watch out for capital allocation, deleveraging progress
Revenue growth for FY22, however, should be strongly aided by Capco acquisition
Investors in Thyrocare should exit given the open offer discount to the current price
Will look at acquisitions after monetising a small stake
World's second-largest beer company pays Rs 5,825 cr to lenders for Mallya's share; stake consolidation, demand recovery positive for beer leader
Brokerages expect sales and earnings to grow faster than peers
Price hikes effective from July 1 could offset input cost pressures
Valuations at a 30% discount to peers are also at attractive levels
Muted near term outlook given raw material costs, lower demand
Further rise in raw material prices could impact near term margins
New formats of chicken, biryani and Chinese offer incremental opportunities
Muted dividend amid a mountain of cash did not go well with investors
Residential segment sales and outlook however remains robust