Page 30 - Ram Prasad Sahu

Strong Q1 show, favourable outlook to support Bharat Forge stock

Company's outperformance in Q1 was due to strong exports, margin gains

Margin pressure may continue for MRF led by raw material costs, product mix

Analysts at Anand Rathi Research are positive on the outlook for the company as demand in TBRs, PCRs and two wheelers has started to pick up

Near-term pressures for Motherson Sumi due to supply disruptions

Margin trajectory at international subsidiaries remains a key trigger for the stock

Pace of recovery key trigger for Indian Hotels, firm puts up strong Q1 show

Impact of second wave on operations was lower than what street had estimated

Lack of valuation comfort may limit gains in Divi's Laboratories stock

Revenue growth prospects, however, remain strong driven by multiple factors

Godrej Consumer: Sustaining sector-leading growth key for further gains

Margin expansion and international business growth are the other triggers

India growth, steady margins are key to near-term upsides for Cipla

Over the medium term, success of the new launches in the US would drive gains

Brokerages upgrade Tech Mahindra on Q1 show, double-digit growth outlook

Inexpensive valuations provide support to the stock

Volume recovery, margin expansion hopes drive gains for TVS Motor

Robust export sales, higher investment in electric vehicles are positives

June-quarter miss, valuations may restrict upside in Nestle India

Brokerages have cut their profit estimates by 3-5 per cent

Big miss for Maruti Suzuki as Q1 net profit comes in at Rs 441 crore

Weak volumes, commodity costs weigh on margins

Outlook positive for DLF after strong Q1 performance despite lockdown

While residential portfolio is strong, commercial assets may take time to recover

Near term headwinds for JLR due to chip shortage to weigh on Tata Motors

Brokerages cut FY22 estimates sharply, expect recovery in second half of FY22

Analysts revise earnings estimates of Reliance Industries by 1-4%

Petchem, refining, and Jio did well; price hike in telecom next trigger

Higher sales, price hikes help Havells outperform Polycab

Demand recovery may help both companies post improved show in the coming quarters

Growth expectations drive Jubilant FoodWorks into a higher orbit

Investments in supply chain, technology and network expansion are key positives

Growth expectations, expansion plan take Jubilant FoodWorks to higher orbit

The company remains "confident of delivering hyper growth and transforming into a food-tech powerhouse"

Margin concerns may limit upsides in Asian Paints stock

While volume performance has been strong, valuations factor in the gains

Demand recovery, buoyant exports to aid strong growth for tile makers

Improving product mix to boost realisations; while sales growth was impacted in the June quarter, there has been a recovery led by non-metro markets

Export demand firm for BIL, depreciating rupee to add to revenue growth

While growth momentum has been strong, what has helped the company perform better than peers in the June quarter is its reliance on overseas markets