Page 6 - Ram Prasad Sahu

Valuations hurdle likely to keep GSK Pharma stock under pressure

Even as the top pharmaceutical peers delivered a double digit growth in the December quarter, sales for GSK Pharma at Rs 805 crore was flat

Summer cheer for beer firm United Breweries as margins remain stable

Cheaper raw material prices and growth in premium segment expected to help company

Sequential recovery to neutralise chemical companies' sales slump

Alchemy of revival: Early recovery catalysts blend with stable prices and eased supplier tensions

Brokerages expect a gradual recovery in advertising revenues for Sun TV

Brokerages are positive on the stock given its attractive valuations and expect a re-rating if there is value unlocking for its IPL franchise

FY25: An opportunity for long-term investors to pick small, midcap stocks

The selloff in the small and midcap stocks has led to a moderation in valuation in the segment

Clear skies ahead: IndiGo sets the course for strong growth altitudes

Airline maps out its FY25 route, powered by double-digit pax growth, 11-13% year-on-year capacity boost, and expansion into 10 new destinations

Integration challenges, valuations key hurdles for LTI Mindtree investors

Centrum Research believes that the company has sufficient operating levers that will help it report a higher margin in FY25 vs FY24

Valuation concerns likely to limit gains for The Phoenix Mills stock

Analysts believe the company's growth trajectory remains intact, but current valuations imply that near-term growth prospects are priced in

Demand pressures may hit near-term realisations of Page Industries

The December quarter performance was impacted by the weak showing in the athleisure category

Recovery in exports amid rising chemical prices to drive SRF stock

The demand-supply imbalance and margin pressures would be a key monitorable in the near to medium-term

Maruti India's gearshift to growth: Turbocharging the product portfolio

Brokerages foresee smooth ride for passenger vehicle maker, with SUV dominance, EV entry on the horizon, and Suzuki Motor Gujarat consolidation

Sun Pharma's growth pill: Specialising in specialty and scaling in India

Brokerages administer confidence boost, elevating EPS forecasts and target prices for 2024-25

Near-term demand remains a concern for listed tile maker Kajaria Ceramics

Even as the March quarter and FY24 volumes are likely to be on the lower side, management and brokerage commentary suggest that recovery could be strong in FY25

Muted demand environment to hit Jubilant FoodWorks' near term earnings

This was the fourth consecutive quarter of a decline in LFL growth for the pizza market leader

Pidilite sticks: Fevicol maker on a high, but sharp margin gains unlikely

High stock valuation is another hurdle for the manufacturer of adhesives and construction chemicals

New business to steer gains for Tata Consumer Products in growth aisle

Punchy valuations threaten to limit stock gains

Strong portfolio, slew of launches to help Abbott India outperform

The company's Year-on-Year revenue growth of 8.3% exceeded expectations and its top line was aided by a product mix led by therapies

Mass segment slowdown to keep Bata India's stock under pressure

The premiumisation efforts seem to be working with the share of the same in the overall portfolio improving to 34 per cent as compared to 30 per cent a couple of years earlier

Demand threads a delicate weave for most apparel retail companies

Sean Stress: Retail majors stitch through low single-digit growth or same-store sales decline

Portfolio, new launches to help pharma company Abbott India's stock

Firm's revenues were in line with estimates and operational parameters better than expected