Firing on all cylinders: New models to steer it through cost bumps, sector drag
While most brokerages have built in healthy revenue and profit delivery by the company over the next few years, the stock may not see much upside given high valuations
Havells' management highlighted that consumer sentiment remains subdued due to persistent inflation
The stock was the biggest gainer in the BSE 200 index on Tuesday and ended the day with a 5.35 per cent rise
Analysts positive on planned acquisition, upgrade the stock
Administering the right dose for asset-light expansion and steady margins
India's fourth largest software company continues to underperform compared to peers
Past champions such as banks, oil & gas and automotive seen as laggards
The ultra-luxury apartments demonstrate significant demand, driven by rising disposable incomes and a preference for high-end options
Growth hormone kicks in as India's largest pharma firm's vital signs hold amid generic strain
The near-term triggers for the stock are the March quarter (Q4FY25) performance and the acquisition of Dr Ahujas' Pathology and Imaging Centre (DAPIC) earlier this week
The RBI MPC, on Wednesday, unanimously decided to cut the repo rate by 25 basis points, bringing it down to 6 per cent, from 6.25 per cent earlier.
The brokerage has been structurally positive on IndiGo driven by business moats of cost competitiveness, robust orderbook and strong balance sheet
Elara Securities expects gross margin for the March quarter to come down by 71 basis points quarter-on-quarter and 129 basis points year-on-year due to seasonality
ER&D downshifts on weak Q4, gloomy 2025; more downgrades loom
Brokerages also felt that the pharma companies will aim to pass on the tariff hike to payors
Companies such as Sun Pharma which have a significant specialty portfolio could be less impacted than Indian peers in the US market given lower competition in niche segments
The key concern weighing on the stock is increased competitive intensity with the relaunch of Campa Cola by Reliance Consumer Products (RCPL) in March 2023
They get growth Rx from outsourcing, with fewer Trump tariff side effects
Realty index in the rearview as office demand pulls Reits out of a two-year slump