Sector to see volume, margin gains on demand uptick, easing supply issues
After a sharp rally, valuations reflect the strong Q2 show
Tata Motors reported a 30 per cent year-on-year (YoY) growth in revenues while operating profit saw a 35 per cent jump
A portfolio of richly valued RoE stocks is expected to outperform the broader market over the longer term.
Further price cuts, higher advertising costs to weigh on margins
Higher advertising costs and demand worries could put pressure on profitability
Energy drink Sting help drive realisations of Pepsi bottler in Q3CY22
Higher demand to keep revenue growth strong in the second half of FY23
Investors may consider buying the stock on dips, say experts
Excluding the strong US show led by Revlimid, Q2 was a mixed bag
Even as brokerages are positive on the prospects of the two liquor majors, they face profitability challenges
The injectable manufacturing company expects the margin pressure to persist due to cost pressures and negative operating leverage.
Management optimistic about growth as stock valuation stays unchanged for India's largest oral care company
After a muted year of negative returns for the overall market, hopefully the new Samvat will be a happy hunting ground for investors. RAM PRASAD SAHU reads the tea leaves
Near-term margins, however, may remain under pressure
Cyient also disappointed on the revenue front, with 8 per cent year-on-year (YoY) organic growth
Near-term gains for India's sixth largest IT services company factored into valuations
Demand, rising content per vehicle, return ratios key investment arguments for Motherson Sumi Wiring
Sales uptick in dine-in and delivery channels, new products and gradual royalty hikes are positives
Volatility in commodity prices and rise in competitive intensity are expected to weigh on margins