Page 20 - Ram Prasad Sahu

Seasonal gains, deal pipeline point to strong FY23 for L&T Infotech

Near-term gains for India's sixth largest IT services company factored into valuations

Motherson's local wiring biz better placed than its global sales entity

Demand, rising content per vehicle, return ratios key investment arguments for Motherson Sumi Wiring

Strong leasing activity to benefit Real Estate Investment Trusts

But slowdown in the US and rising interest rates could pose risks

Multiple triggers to help Westlife Development maintain outperformance

Sales uptick in dine-in and delivery channels, new products and gradual royalty hikes are positives

Weak volumes remain an overhang on Whirlpool stock; Q2 sales hit

Volatility in commodity prices and rise in competitive intensity are expected to weigh on margins

TVS Motor Company roars past Hero MotoCorp in market capitalisation

TVS has seen the highest earnings upgrades among auto makers over the last few months

Pricing hurdle may hit Hero MotoCorp's entry into EV segment: Brokerages

Volume trajectory in the festive season is a key near-term trigger for the company's stock price, say brokerages

Demand triggers may help Oberoi Realty sustain higher sales trajectory

Target prices suggest further upside for the stock

Gains for big guns: 10 stocks from 5 sectors to stay on Ferris wheel

India's equity markets are on a roller-coaster ride, but brokerages see further upside for stocks that delivered more than 50 per cent returns to investors

General merchandise and apparel growth key for DMart's margin gains

The retailer's revenues in Q2 were lower than estimates

Blue Dart Express' volume growth momentum likely to sustain in FY23

Margin levels could see an improvement on higher volumes, price hike

Expensive deal valuations to hit Torrent Pharma's near-term earnings

Sales trajectory in domestic formulations and resolution of regulatory issues are other triggers

Falling raw material costs to aid margin expansion for Asian Paints

Despite the raw material pressures, the company posted a 172 bps expansion in operating profit margins as compared to the year ago period, given operating leverage benefits

Bharat Forge: Rising industrial segment revenue, auto recovery drive gains

Brokerages have also highlighted that the energy crisis in Europe would be a big opportunity for Indian forging and casting companies such as Bharat Forge

Prescription for recovery in FY23 for underperforming pharma sector

Easing pricing pressures, complex generics uptick in the US, steady India/emerging-market growth potential booster shots

Crop protection firms may face headwinds due to extreme weather conditions

Despite the price hikes, margins continued to be under pressure in the quarter

Growth forecast in US market set to drive gains for Cipla stock

Street remains bullish on India prospects, regulatory headwinds for Goa site continue

Positive triggers factored into Hindustan Unilever's stock price

Falling raw material prices expected to help margins recover in Q3

Hotel stocks order room service: See strong Q1, a stronger outlook

Inbound tourism, higher occupancies, and lean cost model are positives for listed hospitality majors

Ceat spurts ahead on demand recovery and margin expansion hopes

Stock of tyre maker was up 20% on Thursday