Page 31 - Ram Prasad Sahu

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

Recovery timeline, subdued margins to keep DMart stock under pressure

Higher competition may lead to market share loss

Crude oil spike, weakening rupee cause turbulence for aviation stocks

This would offset the recovery in volumes from the lows in May

Apparel companies likely to lag retail peers for the June quarter

Higher inventory may lead to discounting, dent profitability

High valuation of $8 billion makes Zomato's offer less appetising

Competitive intensity, customer acquisition costs likely to delay profitability

Strong FY22 volume outlook to support Adani Ports' stock after correction

Street believes concerns related to promoter group, Myanmar are overdone

Weak Q1 show due to curbs in key markets may limit upsides in Titan

Analysts expect hallmarking, recovery to aid market share gains for the jewellery retailer

Double-digit volumes to drive Q1 growth for Godrej Consumer, Marico

Margins, however, are expected to correct on a YoY basis

Product mix, margin concerns in the near term for Avenue Supermarts

Q1 revenues, too, were lower than expectations

PV recovery, EV potential likely to drive Minda Industries' growth

An engine agnostic portfolio also reduces the EV transition risk

Injectables consolidation could fetch higher valuations for Aurobindo

Separate listing could capture strong growth rates which is not the case in the current structure

Prospects in key segments to keep Laurus Labs' growth trajectory strong

The stock has seen a six-fold jump in value over the last one year

Demand recovery key to Apollo Tyres' aggressive $5 billion revenue target

Street will watch out for capital allocation, deleveraging progress

Margin pressures, valuations could cap returns on Wipro

Revenue growth for FY22, however, should be strongly aided by Capco acquisition

Thyrocare investors should exit given open offer discount to current price

Investors in Thyrocare should exit given the open offer discount to the current price

Apollo Hospitals pegs a $2.3 billion sales target for new company

Will look at acquisitions after monetising a small stake

Heineken buys Mallya's 15% stake to take control of United Breweries

World's second-largest beer company pays Rs 5,825 cr to lenders for Mallya's share; stake consolidation, demand recovery positive for beer leader

HUL gains 6% in June on demand recovery hope, market share improvement

Brokerages expect sales and earnings to grow faster than peers

Demand recovery, new launch hopes drive gains for Maruti Suzuki

Price hikes effective from July 1 could offset input cost pressures

5G traction likely to add to Tech Mahindra's order book, growth

Valuations at a 30% discount to peers are also at attractive levels