Page 25 - Ram Prasad Sahu

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

A gradual improvement in margins could delay gains for United Spirits

Most analysts are positive on the popular segment sale and premiumisation focus

Near-term growth and cost challenges to weigh on Aurobindo Pharma stock

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

Higher volume growth trajectory key for reversal of Colgate's fortunes

Banking on relaunches, foray into new segments, digital strategy to address issues

Near-term outlook prescription for diagnostic firms looks fragile

Competitive pressures, high valuations limit upsides for listed lab chains

IndiGo Q4 numbers modest, but stock rises on hope of profit, traffic

Sustained growth in air travel and pricing discipline are key parameters for India's largest airline.

Aditya Birla Fashion charts expansion plan as lifestyle brands grow

Brokerages have mixed views about company raising funds, citing equity dilution and capital allocation risk.

Strong volume growth trajectory, domestic biz outlook to support Concor

Concor's Aggressive capex rollout unlikely, given past record and divestment uncertainty

Growth worries to keep Divi's Labs under pressure in the near term

Valuations, too, are on the higher side, say brokerages

Launches, base biz expansion tonic for Dr Reddy's double-digit growth

While the company's bottom line grew 10.5% annually over the 2016-17 through 2021-22 (FY22) period, it is expected to register thrice that growth rate over next two years, observes ICICI Securities

Strong bookings and new launches to keep DLF on higher growth trajectory

REIT listing and valuations are triggers, but rising interest rates is a concern: Analysts.

Farm segment-driven demand outlook remains strong for Balkrishna Industries

Raw material/freight costs will however weigh on its near term margins

Product portfolio, expanding markets to drive gains for Eicher Motors

In addition to volume growth, margin gains hinge on raw material/freight cost movement

Infra, cement cos feel pinch of falling rupee, realty counts on more sales

Despite rise in interest rates and property prices, momentum in housing demand expected to stay, say developers; infra, cement companies remain circumspect

Engineering R&D segment to outperform IT services players in FY23

Barring Cyient, valuations of most ER&D firms on the expensive side

Strong chemicals business outlook likely to support the SRF stock

This could aid overall profitability, even though other segments may see margin moderation

Delhivery may hit a valuation hurdle amid near term concerns: Brokerages

However, Delhivery's growth opportunities, its business model and revenue trajectory are positive triggers, say brokerages

Valuation hurdle may limit gains in Asian Paints despite stellar Q4

While demand stays strong, raw material movement/further price hikes could hit sales/margins

Uncertain growth outlook may be a drag on Marico in the near term

Stable price outlook for inputs such as copra, however, is a positive

Uncertain growth outlook across key categories may be a drag on Marico

However, some brokerages are cautious about growth trends though the company is better placed than peers on the raw material front