Valuations, however, are factoring near term gains
Cost reduction, higher private label sales to aid margins
Valuations, however, discount near-term gains on revenue visibility, execution
Valuations factor in the volume rebound, leaving little upside from the current levels
Macquarie Capital expects Dish TV, a Zee subsidiary, to report a Rs 300 crore free cash flow in FY21
The company is expected to gain market share led by higher tonnage trucks
Rise in costs, lower realisations could keep profitability under pressure
Margin gains in the September quarter too are expected to continue
The recent trigger for the stock was a better-than-expected operating performance in the September quarter.
Rebound in oil and gas vertical, passenger vehicle volume growth are other triggers
Higher in-home consumption and premiumisation to benefit the Diageo-owned company
Momentum in existing products, market share gains are other triggers
Volume recovery and cost rationalisation may offset some of the pressure on margins
The unlock process and premium pricing have helped improve operational performance
While decorative paints business remains strong, overall economic growth to aid industrial segment
Deal to sell commercial assets and residential recovery are near term positives
Shares of firms in the sectors have outperformed Sensex in November
Household insecticides and Indonesia disappointed in Q2 after strong Q1 show
Recruitment solutions could see faster recovery, real estate segment could be a drag
Banking, oil and gas, pharma, tyres, cement, and FMCG (except tobacco) were among sectors to register a good performance for the quarter ended September