Page 17 - Ram Prasad Sahu

Defence, overseas markets to boost incremental growth for Solar Industries

Margins too should move up as the proportion of these segments improves in the revenue mix

Absence of immediate drivers puts Reliance Industries stock in back seat

While Q3 performance beat Street estimates, O2C is key to sustaining growth this year

Hindustan Unilever's royalty hike move hits investor mood, stock dips 4%

Brokerages cut earnings given pressure on margins but see stock performing in long term

After strong Q3 show, Metro Brands growth outperformance may continue

It is expected to support its rich valuations

LTTS: Recent acquisition of SWC overhang dents investor sentiment

Near-term growth concerns, too, weighed on the stock

Paint industry could see further downsides on demand, competitive pressures

Q3 could see weak volumes; hurdle for incumbents is new entrants in the sector

Strong US sales momentum may drive further gains for Zydus Lifesciences

Market share gains in the Indian market and margin expansion are other positives

Valuations, growth hopes to limit downsides for white goods firms

Margins expected to bottom out; brokerages prefer category leaders

Novelic buy adds to Sona BLW's growth opportunities; stock up 6% in one day

Brokerages are neutral on the stock given near term challenges and valuations

Higher demand drives record quarterly bookings for realty majors

Higher sales, improving cash flows are expected to drive further debt reduction for the sector

Near-term worry to be acid test for speciality chemical companies

Kotak Institutional Equities believes that Q3 for speciality chemicals will be a mixed bag, with weak earnings from most players in the crop protection space

Margin gains ahead for Godrej Consumer Products on strong sales

The quarterly update indicates strong sales momentum across geographies

Higher sales growth for Marico contingent on rural demand recovery

Brokerages have a mixed view on the stock; scale up of foods segment key for further gains

CV growth prospects, regulatory tailwinds to drive gains for ZF India

Higher exports and improving margins on the back of softening input costs are other positives

Pharma firms with India focus preferred as US market concerns grow

Steady outlook and higher returns triggers for companies refining their strategy

Play safe, but play to win: From ITC to L&T, best blue-chips for 2023

Keep your portfolio safe for 2023 with these 10 blue-chip bargains

Multiple growth avenues may give a fillip to Sumitomo Chemical stock

The stock has recovered some lost ground since November, as the Glyphosate herbicide overhang is behind for now

Defence procurement, pipeline offer strong growth for Bharat Dynamics

Margins for state-owned firm that specialises in missiles would be range bound given higher raw material costs

Agrichemical exporters expected to clock better growth than domestic peers

Brokerages have a mixed outlook on margin trajectory for the sector

Profitability focus to drive gains for Mahindra CIE Automotive

The company is selling its loss-making German CV forging business