Page 24 - Ram Prasad Sahu

Aggressive expansion, higher demand to drive more gains for Titan

Firm's high-margin jewellery Q1 sales were comparable to pre-Covid-19 levels

Muted Q1 may cap upsides in Marico stock as leading brands underperform

Volumes for consumer major's India business below estimates

Sales growth likely to sow seeds of distress for agrochem players

Exporters could do better as domestic firms are hit by monsoon delay

Near-term growth & margin worries for EMS players Dixon and Amber

Brokerages prefer Amber Enterprises to Dixon Technologies in the sector

Tipping point for realty sector: Room for double-digit growth in FY23

Price hikes, market-share gains have helped beat cost pressures, gain volumes

Sun TV rerating rests on capital allocation spin, maintaining ad revenue

IPL valuation bump-up limits downside in stock

Gland Pharma rides high on valuation comfort, strong growth prospects

Target prices post brokerage upgrades point to more upsides

Pidilite Industries stock gains on sales growth, margin recovery hopes

Easing raw material prices are a key trigger for the adhesive market leader

Cost turbulence, rising competition may put pressure on airline stocks

Price hikes may plague demand, robust passenger traffic notwithstanding

Strong domestic outlook remains key growth driver for Torrent Pharma

Cost savings could drive Torrent Pharma's margins higher in the near term

Near-term growth challenges to weigh on Tata Communications stock

Higher investments may cap margins in the near term

Refrigerator import ban, volume recovery can help Whirlpool stay cool

Given raw material pressure, margin trend is another factor

Stock in the green, strong order momentum to power gains for Siemens

Product mix, operating leverage, and price hikes to help expand margins

Revival of orders to boost project business, drive gains for Siemens

Siemens' product mix, operating leverage and price hikes to help expand margins.

Amid margin worries, Jubilant stock to face downside pressure in near term

Aggressive expansion, raw material inflation, and competitive pressures to hit Quick Service Restaurant (QSR) player Jubilant FoodWorks stocks and profitability, say analysts

Bharat Forge's underperformance may continue as truck orders keep low

Uncertainty on revival of demand is a key overhang for the stock

TVS Motor Company buoyant on hopes of volume and margin expansion

Plans in EV space is another trigger; but investors should await better entry point

Execution key as Bata India eyes expansion, change in product mix

The company has been underperforming peers on the growth front over the FY19-22 period

Strong utility vehicle growth trajectory to drive M&M's FY23 performance

Revival in tractors, improvement in supply, and margin gains are other key triggers for the auto major

Near-term growth issues and cost pressure could impact Aurobindo Pharma

While valuations are now attractive, product approvals and progress on the injectable guidance are among key long-term term triggers