Page 11 - Ram Prasad Sahu

Strong domestic demand recovery remains vital for Bajaj Auto stock

On the profitability front, favourable raw material costs and better product mix led to a 260 basis points y-o-y jump in operating profit margins to 19.8 per cent

Chemical stocks may underperform; brokerages stay cautious on sector

Expectations of weak September quarter results amid high inventory, demand woes and weak realisations have led to the underperformance

Hotel stocks to ride the elevator to revenue growth on room rates

Listed players hit the 'suite' spot of growth in the business segment in Q2 defying seasonality

Weak demand puts a crack on India's leading listed tile makers' prospects

Brokerages trim volume growth estimates, see impact on margins

Movie success offsets ad revenue slip for broadcasters like ZEE, Sun TV

Advertising revenue, however, fails to translate into real action despite optimism

Valuation hurdle, competition may cap upside for Dixon Technologies

Company leads India's electronic manufacturing services and has improved revenue by 32% in the last decade

Robust Q2, demand trends to put out welcome mat for realty stocks

Further rerating will depend on sustenance of operational outperformance, improving cash flows

Sluggish rural demand, weak volumes dent Marico's stock in second quarter

Revenues in the June quarter (Q1FY24) had declined by 3.2 per cent y-o-y with a subdued performance from the rural segment

Rising costs, competition leave paint sector in need of fresh coat

Festival season may add vibrant strokes to volumes, but margins remain a blank canvas

Sluggish domestic demand, rising costs to hit prospects of tile firms

Sector reported record exports in July, expected to support setback in India market

Margin recovery key for Blue Dart Express stock, volume growth expected

Operating profit margins expected to rise 13% in FY25 on better capacity utilisation, lower Brent-ATF disparity

Eicher Motors may see a smooth ride on easing competition concern

Eicher has sharply underperformed the Nifty50 index over the past one year with a return of -1.2 per cent while the benchmark is up 15.6 per cent during this period

Skid marks may appear in Street as oil prices wear out tyre stocks

Margins have likely peaked in Q1 as commodity headwinds start to bite

Weak demand may cap Jubilant FoodWorks rally, it rose 14% from july low

HDFC Securities expects similar weak trends for the September quarter, noting signs of stress in demand even in Tier-II and Tier-III cities

LIC to Hindustan Unilever: Here're 10 largecaps that may lead bull charge

Largecaps are trading at a valuation discount to mid and smallcap stocks and this has made them attractive

FMCG cos push cart of margin worries made heavy by commodity cost pick-up

A subpar monsoon in one year is unlikely to cause a meaningful dent in major cereal production, a spike in inflation, or a deceleration in FMCG growth, says IIFL Research

Volume, margin movement to be key drivers for Concor stock going ahead

Despite the weak Q1 show, the company is confident of meeting its EXIM growth target of 10-12% in FY24 given signs of recovery, and expects to maintain margins at the FY23 level (22.7%)

Toast to margins, demand recovery: Liquor firms see buzz after sober Q1

Reversal of fortunes could lift the industry's spirits

Higher growth, margin expansion likely to drive further gains for Emami

Expectations of revenue growth, margin expansion and reduction in share pledge are other triggers

Aviation stocks may lose altitude over ATF prices, traffic seasonality

International routes and supply shortages are, however, positive for IndiGo