Street remains cautious about the sector due to lower price realisations and fears about El Nino's impact on the monsoon
Sharp rally and integration/execution challenges may cap upsides for the stock
Pharma players with a major exposure to US mkt such as Sun Pharma, Lupin, Zydus Life, Dr Reddy's, Aurobindo, Torrent have been outperformers hitting their 52-week highs over the last couple of weeks
The stock has gained 56 per cent over three months on consecutive quarters of high bookings
The stock is trading at 16 times its estimated FY25 consolidated earnings per share
But some brokerages are cautious, saying M&HCV upcycle may be near its peak
Supply chain challenges and export demand are other concerns for the maker of engines and power equipment
Auto segment to drive growth on the back of improving demand, new launches
Increasing volumes, while cutting costs, would be a major challenge
Private players have diversified ways of sourcing business, while LIC is more dependent on its agents
A bigger canvas for volumes likely in double digits, while margins could expand on lower costs
Growth options of bottling company will help sustain current pace
The country's largest listed oral care company posted a gross margin expansion of 100 basis points (bps) on a sequential basis to 66.9 per cent, led by pricing and efficient sourcing
Margin expansion targets for all units, debt reduction are other positives
Margin expansion is expected to continue on strong volumes, improving mix, say analysts
Stock has gained 1.3 times in the last one year crossing the Rs 1 trillion mark in m-cap
Lower debt levels, inexpensive valuations are positives
There could be a gradual uptick in volume and value growth in the current year
Lower raw material costs aided margin recovery for the 2-wheeler sector in Q4
Higher costs and lower value segment, however, hit margins in Q4