Ram Prasad Sahu

Brokerages positive on stock; company expected to emerge as major player in India's smartphone manufacturing by FY27

A solid launch pipeline lays the groundwork to close the cracks of H1FY25

The company's focus on driving premiumisation in oral care and building the personal care portfolio could drive long-term performance, says the brokerage

Channel expansion initiatives and new launches aided the growth in mixers and grinders which are part of the small domestic appliances segment

Profits, uncorked: A spirited blend of festivals and weddings to pour strong growth in FY25's second half

The company has retained its topline growth guidance of 15 per cent in FY25 and expects a 15-17.5 per cent growth in the coming five years, expected to be led by defence, exports, and services

The near-term positive for the company is the performance of its unitary cooling products or UCPs in Q2. It expects similar growth in the coming quarters

Four of the 10 largest sectors - oil & gas, automotive, power, and FMCG - saw year-on-year profit declines, while six sectors posted double-digit earnings growth

Generally underwhelming Q2FY25 results pushed the earnings per share (EPS) downgrade-to-upgrade ratio to 2.14, dampening market sentiment.

The company's operating profit margin slipped by 80 basis points on a sequential basis to 8.8 per cent and was lower than street expectations

Management credits demand-supply gap, shifting demographics for hitting the 'suite spot'

PVC resin saw a 19 per cent rise during the June quarter, which was followed by a 17 per cent fall in July and August

Ram Prasad Sahu lists top picks by brokerages for Samvat 2081

Brokerages slash target price after subdued Q2 show

Home stretch for real estate investment trusts as strength of the office leasing market and Q2 results show endurance

Weak Q2 show that led to recent weakness in stock price likely to weigh on near-term outlook

Margin constraints could trip up earnings performance

Stock slumps over 13% on weak Q2 results, subdued festive demand outlook

Competitive pressures add to logistics firm's demand woes

The carmaker's short-term gains may stall in neutral over high valuations