Market share gain continues, company seeks to double consolidated revenues in five years
Brokerages give add, accumulate or buy ratings given the company's growth and track record
Near term volume outlook is muted, though, given seasonality and macro EU concerns
Sharp stock rebound, however, caps upside from current levels
BFSI companies together accounted for 48 per cent of the incremental growth in corporate profits on a year-on-year (YoY) basis in the quarter
Export growth is expected to remain strong in the current financial year, given the stable truck demand from the US and EU markets
Valuations, however, factor in the gains
Company's near term will be tough, but brokerages believe it will continue to gain market share
Zee Entertainment Enterprises (ZEEL) has the biggest decline in foreign portfolio investor (FPI) holding among BSE 200 companies
Its ability to maintain margins will depend on the raw material cost basket
Upsides may be limited given the sharp rerating for the stock since March
Within mobility solutions, sales growth (up 48 per cent year-on-year or YoY) was led by the bread-and-butter powertrain segment, followed by aftermarket and two-wheeler business
This, despite sales bookings and launch pipeline remaining robust
Near term volume growth, margins could add to the concerns
Margins could improve given softening commodity prices
Focus on key markets to help expand branded formulations business, say experts
Realty company on track to meet FY23 target of Rs 11,500 crore in bookings
Subsidiary of TaMo's India biz continues to expand on volumes, market share
Market share gains in key categories and entry into premium kitchen appliances are positives
There is value in selective pockets within the PSU universe, said Tawakley