Page 33 - Ram Prasad Sahu

Near term headwinds for REITs on FY22 lease expiry, weak demand

Strong base of technology sector tenants and valuations may provide support

Westlife Development: Patient investors may consider for growth post FY22

Strong growth in convenience format, margin improvement would support financials

After strong Q4 performance, Asian Paints faces multiple challenges

The Covid wave, rising raw material costs can impact near-term sales

Extended Covid lockdowns to dent Westlife's dine-in segment revenues

Strong growth in convenience format, margin improvement would support financials

Robust sustainable solutions segment to drive growth for UPL in FY22

Market share gains, margin improvement are other positives for the stock

New CEO at Godrej Consumer Products drives a sharp rerating for the stock

The stock gains 21 per cent; improvement in financial metrics key to sustain show

Demand worries, higher input costs may derail Kansai Nerolac's Q1 show

While the first three weeks of April saw robust demand in what is considered a seasonally strong period, lockdown in multiple states has seen offtake collapse

Sharp profit revision, fewer store openings may dent prospects of DMart

Given the near-term sales headwinds, the stock could be under pressure; investors can consider the stock on dips

Slack in chemicals, lower packaging margins to dent SRF's earnings growth

Given the valuation worries, investors should await further correction before considering the stock

Small- and mid-cap stocks in chemical and pharma space outperform

Barring a few names, rally may not sustain in the near term

Amid rise in raw material costs, margin pressures to weigh on tyre stocks

Tyre companies may not be able to fully pass on the surge in raw material costs

Sales growth concerns amid second wave cloud Godrej Properties' prospects

Margin trajectory and valuations to limit upsides

Pricing pressure in US market to impact margins of pharma companies

Lack of new launches due to inspection delays, intensifying competition key headwinds

Moderate growth guidance takes the sheen off L&T Technology stock

Lower than expected Q4 show, premium valuations were other factors

Strong volume growth, price hikes drive Street's optimism on Marico

It should deliver strong revenue growth with relief in the form of easing input costs

Amid weak showing by biosimilars and generics, downgrade pressure on Biocon

Analysts expect ramp-up in biosimilars to be gradual

Covid restrictions, competitive pressures may impact Titan's growth

Margin pressures, valuations too weigh on the stock

Despite tailwinds, margins to remain under pressure for Bajaj Auto

Rising exports, price hike, improving mix not enough to offset costs

Volume, margin pressures may slow down TVS performance in June quarter

Stock trading at 74% premium to Hero at valuation of 24.5x its FY23 earnings

Capacity expansion, new launches to drive growth for Rallis India

While revenue growth was robust in Q4, weak mix, costs dented profits