Page 42 - Ram Prasad Sahu/undefined

Mid-cap information technology players may have hit valuation ceiling

Sharp premium over larger peers and ability to maintain margins can cap gains

Recovery hopes drive gains for pure-play CV maker Ashok Leyland

Street expects trend to continue with valuations supporting upmove

Omni channel expansion to support Bata India's growth recovery

Well placed vis-a-vis competition given healthy balance sheet

B2C revenue tilt to improve margins for Polycab India

The company seeks to double revenues by FY26

Margin worries, market share loss to weigh on MRF after tepid Q4 show

The company trailed peers on the revenue front in Q4

Export rebound, defence to sustain growth trajectory for Bharat Forge

Margins and cash flows to remain at elevated levels on operating leverage, minimal capex

Strong order book, improving cash flows positive for Motherson Sumi

Further margin gains could be a key trigger for the stock

Contract mfg, exports add to revenue visibility for Sumitomo Chemical

Revenue growth, higher share of specialty products to improve margins going ahead

Lack of near-term triggers to cap upsides in Aurobindo Pharma

Upsides from capex and investments across segments are at least three years away

Margin worries, valuations weigh on Berger Paints amid strong Q4 show

The company's Q4 show, however, was better than market leader Asian Paints

Strong growth prospects drive Divi's Laboratories earnings upgrades

Ongoing capacity additions, market share gains, and new launches are key triggers

For Eicher Motors, recovery gains are already factored into the stock

Near term can see pressure on volumes due to demand, as well as supply concerns

Valuations cap upside in Page Industries, near-term headwinds a concern

Return to double-digit trajectory and expansion are positives from the medium term perspective

M&M Q4 results: Impairment charge shrinks net profit to Rs 162 crore

Revenues beat estimates, company chalks out a Rs 17K crore plan to aid growth

Near-term headwinds could reverse United Spirits growth trajectory

Margin expansion, debt reduction and higher premium segment sales may offer some support to the stock

Near term headwinds for REITs on FY22 lease expiry, weak demand

Strong base of technology sector tenants and valuations may provide support

Westlife Development: Patient investors may consider for growth post FY22

Strong growth in convenience format, margin improvement would support financials

After strong Q4 performance, Asian Paints faces multiple challenges

The Covid wave, rising raw material costs can impact near-term sales

Extended Covid lockdowns to dent Westlife's dine-in segment revenues

Strong growth in convenience format, margin improvement would support financials

Robust sustainable solutions segment to drive growth for UPL in FY22

Market share gains, margin improvement are other positives for the stock