Page 25 - Ram Prasad Sahu

Strong season, new markets to drive gains for Varun Beverages' stock

Operating leverage, product mix to offset raw material pressures, say brokerages

Demand recovery unlikely to offset margin pressures for paint companies

Companies to post double digit volume growth in the quarter

Demand outlook remains robust for Blue Dart Express, say brokerages

Blue Dart Express posted 34 per cent revenue growth in 2021-22, assisted by 30 per cent growth in volumes; the rest came from higher realisations

Investors brush aside tariff, margin concerns for SRF; stock rebounds

The stock has been under pressure on concerns related to the demand, its ability to sustain margins, and increased competitive pressures due to policy decisions

TVS Motor to ride strong on profitability gains in FY23: Brokerages

Volume recovery, market-share gains, and EV plans are other triggers

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