Page 3 - Compass

Near term demand concerns ahead for Samvardhana Motherson's stock

While the brokerage is watchful of global growth slowing down, it expects inorganic growth to aid in the outperformance of Samvardhana Motherson

Double digit growth and rural revival positive for Marico's stock

Marico's Q1FY25 consolidated revenue grew 6.7 per cent Y-o-Y to Rs 2,640 crore, while operating profit rose 9.1 per cent Y-o-Y to Rs 630 crore

Analysts expect turnaround for IT firms with growth recovery, higher margin

While revenue growth for the companies represented in Nifty IT Index could be at an annual rate of 8.5 per cent over FY24-27

Strong earnings growth ahead for listed sugar companies' stocks

The blend ratio targeted is 20 per cent (80 percent petrol with 20 per cent ethanol) for Nov '24-Oct '25, up from an estimated 14 per cent in Nov '23-Oct 24

Hero MotoCorp to vroom on new launches and uptick in rural growth

Valuation is trading around 22 times expected FY25 earnings per share and investors would have to factor in holdings in Hero FinCorp and Ather after taking a holding company discount

Hazy margin outlook, pricing concerns to keep Aarti Ind under pressure

The Street will thus keep an eye on the operating profit margins over the next couple of quarters

Improving outlook may drive further gains in Godrej Consumer Products

GCPL has delivered industry-leading volume growth in India and it may record double-digit earnings growth over FY24-26

Strong volume growth, lower costs positive for Coal India's outlook

While operating profit margins are likely to normalise over the next two fiscals, the net profit estimates are being upgraded by analysts on the basis of higher OBR reversals

Indian Hotels Company lacks valuation comfort despite strong outlook

IHCL continues to expand its network and has opened six hotels in Q1FY25, crossing the milestone of 325 hotels

Near-term outperformance likely to sustain for Polycab and Havells

Polycab's Q1FY25 revenue stood at Rs 4,700 crore, up 21 per cent Y-o-Y, with the operating profit margin up 6 per cent Y-o-Y to Rs 580 crore

Higher orders and margin boost needed to sustain ABB's valuations

ABB could be a key player given the improved market for short-cycle orders from the private sector and T&D, railways, data centres, and PLIs

Analysts divided on GAIL's prospects; limited fresh gains in the offing

Analysts believe that there could be tariff hikes of 10-12 per cent starting in H2FY25 and continuing through FY26 and this could boost FY26 net profit as well

Lupin stock hits eight-year high at Rs 1,749 on healthy earnings outlook

Firm has a bunch of products lined up which will ensure limited earnings dip in FY27: Analysts

Clear skies ahead: Strong long-term gains for IndiGo as demand rises

Post-merger of Air India and Vistara, the top two players will hold around 90 per cent domestic market share together. However, IndiGo's superior cost structure is a likely differentiator

Loan growth likely to drive further gains for LIC Housing Finance

Loan growth was low due to technology upgrades to the platform in H1FY24, though momentum improved in H2FY24

Investors should focus on larger cement players as outlook improves

Cement demand should improve with the focus on affordable housing, and strong demand from commercial real estate, and possible pick-up in industrial capex

Valuation of Coromandel International stock captures positive outlook

The overall revenue for March quarter came in at Rs 3,910 crore and was down 29 per cent Y-o-Y, due to lower subsidy and reduced volumes in the fertilizer segment

Analysts bullish on Nykaa's outlook for beauty and personal care business

Nykaa is also targeting holding BPC margins close to the current levels while fashion is expected to hit breakeven by FY26

Strong prospects already priced in for Crompton Greaves after Q4 results

While there's bullish consensus on the company's future performance, the stock has gained over 40 per cent in the last six months and valuations may become stretched

Policy, valuations could keep rural stocks in play post-2024 polls result

A refocus on defensive stocks with relatively lower valuations and a rural exposure is likely to be where the smart money will go