Page 13 - Ram Prasad Sahu

After a weak FY23, tilemakers gain from higher demand, lower gas prices

Analysts see investors to be out on the tiles

Hazy business outlook clouds LTIMindtree's double-digit growth plan

Orders remained robust while Q1 margins came in line with estimates

Defence order wins, market share gains positive for Ashok Leyland

Muted sequential Q1 performance may cap near-term upsides

A QSR full course serves up weak demand, margin pressures as sides

ON THE MENU: While Westlife remains an outlier, valuations for most players on the higher side

Limited spirits: Higher taxes, competition weigh on liquor stocks

United Spirits is expected to post an overall 11 per cent decline in revenues in Q1 FY24

Strong order book, diversified portfolio drive Street's confidence in TCS

The positive from TCS' point of view, which reported flat sales growth QoQ, was the strong order book which topped the $10.2-billion mark

After strong Q1 performance, outlook remains robust for Titan Company

But valuations rich after the run-up in the last three months

Weak demand, inventory to weigh on agrochemical companies' stocks

Street remains cautious about the sector due to lower price realisations and fears about El Nino's impact on the monsoon

Tata Comm: Upsides in stock limited given execution challenges, valuations

Sharp rally and integration/execution challenges may cap upsides for the stock

Pharma stocks rally on lower price erosion, hopes of US generic mkt uptick

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

Godrej Properties eyes strong growth on robust demand, new launches

The stock has gained 56 per cent over three months on consecutive quarters of high bookings

Apollo Tyres: Valuations reflect positives, margin expansion a key trigger

The stock is trading at 16 times its estimated FY25 consolidated earnings per share

Steady outlook, margin expansion put Ashok Leyland in the fast lane

But some brokerages are cautious, saying M&HCV upcycle may be near its peak

Shift to new norms may hamper growth, margins for Cummins India in FY24

Supply chain challenges and export demand are other concerns for the maker of engines and power equipment

Healthy growth, valuations point to more gains for Mahindra & Mahindra

Auto segment to drive growth on the back of improving demand, new launches

Gains in Delhivery dependent on a sustained improvement in margins

Increasing volumes, while cutting costs, would be a major challenge

Statsguru: Six charts explain LIC's stock listing pains amid headwinds

Private players have diversified ways of sourcing business, while LIC is more dependent on its agents

Near-term outlook remains strong for India's listed paint companies

A bigger canvas for volumes likely in double digits, while margins could expand on lower costs

Varun Beverages part of trillion-rupee club; growth strong across regions

Growth options of bottling company will help sustain current pace

Margin expansion ahead for Colgate; brokerages await demand revival signs

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