Page 10 - Ram Prasad Sahu

Serving up a slump: QSR players grapple with a side of demand downturn

Margin pressures could remain as sales dip and cost inflation take a bite

Near-term headwinds likely to delay recovery in agrochemical major UPL

Overall, the revenues were down 19 per cent on the back of lower agrochemical prices and inventory destocking

New launches, exports gain captured in Eicher Motors' valuations

Aided by a 10 per cent increase in volumes and 5 per cent increase in realisations

10 firecracker largecaps that deliver bang: Brokerage picks for Samvat 2080

Amid concerns over small and midcap valuations, brokerages suggest navigating the investment landscape like a well-timed fireworks display, favouring the brilliance of largecap stocks

Muted exports, gradual domestic powergen recovery may hit Cummins sales

Going ahead, the company has guided for a double-digit sales growth

Growth and margin uptick critical for gains in Divi's Laboratories

Motilal Oswal Research is factoring in 25 per cent net profit growth annually over FY23-25, adjusting for Covid-led business in FY23

Global demand headwinds could weigh on Bharat Forge, says analysts

Analysts revise EPS estimates; valuations hovering at long-term averages, limiting upsides

Strong near-term outlook to aid revenues, margins for IndiGo after Q2 show

India's leading airline did well in a seasonally weak quarter for the industry and after paying fees and charges

Sun Pharmaceutical's vital signs: A strong dose of valuation multiples

The specialty segment and domestic business act as the lifeblood, coursing through the largest pharma company in the country, fuelling both revenue and margins

Launch portfolio to support sales momentum for real estate major DLF

The sales in the quarter were led by the premium Camellias project which had bookings of Rs 720 crore

US sales momentum, margin gains to support pharma major Cipla's stock

Led by the US market which rose by 31 per cent, the company posted a 16 per cent growth in revenues

US sales momentum, upward revision in margin guidance to support Cipla

The company's market share in Lanreotide (growth hormone disorder drug) improved from 18 per cent in Q1FY24 to 20 per cent now

Market share and margins to take the wheel for Maruti Suzuki India

Volume trajectory to hit the accelerator powered by festival season sales

Sluggish volumes likely to cap upsides in Colgate-Palmolive stock

While the stock is up 44 per cent from its lows in January this year, further gains will depend on its ability to sustain higher growth rates

Strong profit growth keeps brokerages positive on Torrent Pharma

Led by an 18% y-o-y growth in the domestic formulations segment, which accounts for over half its overall revenues, the company posted 16% growth at a consolidated level

Improvement in Q3 key to reversal of Jubilant FoodWorks' fortunes

Brokerages downgraded ratings, accompanied by 18% revision in earnings

Aurobindo Pharma: Strong prospects offset by valuation concerns

A benign pricing environment in the US and drug shortages are major triggers for the company

Great Eastern Shipping to Petronet LNG: 10 value bets for rich payoffs

Krishna Kant & Ram Prasad Sahu suggest stocks of non-BFSI firms with the right blend of low valuation, positive cash flow, good earnings visibility

ER&D software firms navigate Q2 bends with growth arrows in sight

BCG and Nasscom's signposts point to 8-9% annual growth through 2030, India's share to take express lane

ITC's stock may remain range-bound post July-September quarter show

Most brokerages have cut their earnings estimates marginally to factor in the weak performance of the paperboards division